Tableau Ideas – Quantity 9 « 10 Ideas from a Makeover Monday Viz »
This installment of Tableau Ideas focuses on ideas utilized in creating my Makeover Monday viz from Week 9. Beneath is the completed viz. You’ll be able to view and obtain the workbook from Tableau Public here
There are a variety of ideas from earlier posts that I used on this viz, however on this quantity of ideas I needed to focus on some new ideas.
#10 – Creating Date Parameter with Formatting
Every little thing on this viz is managed by a slider management for the date. A filter will not work as a result of we do not wish to filter months from the information, we merely wish to spotlight them. Additionally, the built-in highlighter performance in Tableau would not supply the slider management and formatting choices that I am going to reveal beneath. So step one is to create a parameter based mostly on the date area within the information.
Notice the settings used right here. The vary of values is taken from the vary of the information. The step measurement is about to « 1 month » and the formatting is about to « December, 2016 », which will probably be used within the viz.
#9 – Parameter in Textual content Field
Utilizing parameters in a textual content field or as titles could make them dynamic. On this case, because the consumer strikes the slider, the textual content field updates to the chosen month. The format was set within the earlier tip, so that is the format that seems within the textual content field. Choose « insert » from the textual content field menu and choose the parameter that you just created.
#8 – Utilizing Parameter to Spotlight Information
This tip, mixed with Tip #7 and #6, highlights the information when the consumer strikes the slider. We have now to tie our new parameter that we created to a calculated filed with a purpose to spotlight our information within the viz. It is a quite simple boolean calculation. On this information set there is just one yr of knowledge (2016), so I used the month perform of the parameter equal to the month of the information area. This might be any area although. For instance, a listing of states within the parameter matching the state area within the information. Will probably be true when it matches and false when it would not match.
Calculated Area: Spotlight Shade
Method: month([Date Slider]) = month([Date])
Place the boolean area on the colour shelf and set the colours for true and false and now you can spotlight your information utilizing no matter colour mixture you need.
#7 – Twin Axis Chart to Spotlight
If I simply needed the bars on the bar chart to be a special colour then Tip #8 could be sufficient, however I needed one thing a bit extra stylized than simply the 2 colours. By making a twin axis bar chart, I can use separate marks playing cards which permits extra formatting choices. I created a brand new calculated area that may Sum(Quantity) when the Spotlight Shade is true, in any other case it is null.
Calculated Area: Quantity right-side label
Method: IF [Highlight Color] THEN [Amount] ELSE null END
Place this new tablet on the Rows subsequent to SUM(Quantity). There are actually two bar charts. One displaying your entire yr and the opposite displaying the chosen month from the parameter choice.
Proper-click on the brand new tablet on the Rows and choose « Twin Axis ». The charts are actually on prime of one another. Vital Notice – relying on the Capsule kind you’re utilizing, ex. a steady date as a Inexperienced Capsule, chances are you’ll have to synchronize the axis in order that the twin axis will line up collectively.
One other benefit of getting the twin axis with two totally different tablets is which you could format the y-axis labels in another way. It is a tip (Tip #6) I outlined beforehand from Tableau Tips Volume 2 here. Formatting the left y-axis labels to the identical colour because the background makes it « disappear ».
#6 – Create Define of Bar utilizing Borders
I needed to have a crimson define on the chosen bar. Since Tip #7 creates two marks playing cards through the use of a twin axis, there’s now extra formatting flexibility. The bars on the primary marks card could be regular bars with no border and the secondary axis bar can have borders. On the second marks card, choose colour and set the border to crimson.
#5 – Utilizing Unicode Character as Indicator Arrow
Now that the highlighted bar is a special colour and has a crimson border round it, I made a decision so as to add a easy indicator icon on prime of it. I’ve posted plenty of recommendations on utilizing Unicode characters (See Tableau Tips Volume 4 here, Tableau Tips Volume 5 here and Tableau Tips Volume 8 herefor extra recommendations on Unicode characters). On this instance, I created a brand new calculated area utilizing the Spotlight Shade calculated area created in Tip #8.
Calculated Area: Indicator Arrow
Method: IF [Highlight Color] THEN ‘▼’ ELSE null END
Add this area to the label of the secondary marks card, change the colour of the label to crimson and set the scale to the specified measurement. We now have an indicator icon that may show on prime of the highlighted bar and alter based mostly on the parameter choice. You might use any Unicode character right here and so they can be utilized anyplace textual content is used.
#4 – Tooltip with Totally different Shade Labels
Making a stylized tooltip is a good way so as to add contextual element to your visualization. Extra particularly, I needed to have the quantity proven within the tooltip match the colours used within the bars. I needed the tooltips over the darkish bars to have the quantities in darkish textual content and the tooltip over the highlighted bar present the quantity in crimson.
The tooltip on the non-selected bars matches the colour of the bars.
The quantity proven within the tooltip on the chosen bars is crimson.
#3 -Axis Ruler as Divider
There are a variety of the way to create skinny strains on a dashboard. One technique is Tip #2 proven in Tableau Tips Volume 2 here. On this case, I needed a vertical line separating the textual content field label from the quantity within the center part of the viz. Because the quantity is a chart, I utilized the axis rulers to create the divider. By including an axis ruler to the rows, a skinny like is added in between the textual content field and the quantity.
This creates a easy divide with out cluttering the dashboard with borders round every thing.
#2 – 3D Textual content Utilizing Floating Textual content Containers
It is a enjoyable one. I needed so as to add Andy’s title to the bank card used within the picture, as if it had been raised textual content on a bank card. One choice could be to change the picture in Adobe Photoshop including some 3D textual content to the picture. It is a frequent method after we wish to use customized fonts on our Tableau Public work, since there are only some fonts supported. I made a decision to attempt one thing new, making a raised textual content look through the use of floating tiles on prime of one another.
First, create a textual content field with the phrase(s), set the colour to a lighter colour and place it on the dashboard as a floating tile.
Second, create an similar textual content field with the identical phrase(s), set the colour to a darker colour and place it on the dashboard as a floating tile. Use the format tab to regulate the X and Y place to be barely offset from the primary floating textual content field.
As soon as offset to the correct quantity it would have the looks of raised textual content. Additionally, since they’re each floating objects, they may transfer collectively on the dashboard as positions are shifted barely on varied units, so the impact ought to work effectively on totally different shows.
#1 – Axis Title for Blue Capsule Date
In a few of these screenshots you will have observed that the x-axis has a single month letter with the yr beneath it. The yr is an axis title, however this does not present up for blue tablets (discrete dates), which is what’s getting used for this date area. So how will we get an axis title on a discrete date tablet like this? The trick to this one is to begin with a inexperienced tablet and alter the title. Let’s stroll by way of the steps on this one.
First, drag a date area to Columns. This can begin as Yr(Date) by default. Proper-click on the date and alter it to « Precise Date ». You’ll now have a Inexperienced Capsule (continuos date) with a title and subtitle displaying. Should you modify the title and subtitle then they may stay once you change the tablet again to a blue tablet. I modified the title to 2016 and unchecked the automated subtitles so it will be clean. Subsequent, set the information format again to DATEPART(‘month’, [Date]). That is the primary « month » listed within the formatting choices once you right-click on the date tablet and it’ll robotically set it again to a blue tablet. Lastly, I formatted the month to a single letter month for a clear design.
I hope you discover the following tips useful. When you’ve got any questions be happy to electronic mail me at Jeff@DataPlusScience.com
Jeffrey A. Shaffer
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