- The document describes different types of charts in Tableau including bar charts, line charts, pie charts, scatter plots, and Gantt charts.
- It explains how to create these charts by dragging dimensions and measures to the rows, columns, and marks shelves. Additional formatting options like color, labels, and drill downs are also covered.
- Level of detail (LOD) expressions allow computing aggregations across different granularities and are described as fixed, include, and exclude LODs along with steps to create a custom LOD calculation.
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Bar chart Creation
1.
2. BAR CHART
• A bar chart represents data in rectangular bars with the length of the
bar proportional to the value of the variable.
• Tableau automatically produces a bar chart when you drag a
dimension to the Row shelf and measure to the Column shelf.
• We can also use the bar chart option present in the Show Me button.
If the data is not appropriate for bar chart, then this option will be
automatically greyed out.
3.
4. Bar Chart with Color Range
• You can apply colors to the bars based on their ranges. The longer
bars get darker shades and the smaller bars get the lighter shades.
10. Line Chart with Label
• Each of the points making the line chart can be labeled to make the
values of the measure visible. In this case, drop another measure
Profit Ratio into the labels pane in the Marks card. Choose average as
the aggregation and you will get the following chart showing the
labels.
11.
12. pie chart
• A pie chart represents data as slices of a circle with different sizes and
colors. The slices are labeled and the numbers corresponding to each
slice is also represented in the chart.
• You can select the pie chart option from the Marks card to create a
pie chart.
13.
14. Drill-Down Pie Chart
• we take the dimension Sub-Category which has two more levels -
Manufacturer and Product Name. Take the measure profit and drop it
to the Labels mark. The following pie chart appears which shows the
values for each slice.
15.
16.
17. Crosstab
• A crosstab chart in Tableau is also called a Text table, which shows the
data in textual form.
• The chart is made up of one or more dimensions and one or more
measures.
18. • Step 1 − Drag and drop the dimension order date to the columns
shelf.
• Step 2 − Drag and drop the dimensions region and segment to the
rows shelf.
• Step 3 − Pull the measure Sales to the labels Shelf under Marks.
19.
20. Crosstab - Color Encoded
• ou can get the values color encoded in the crosstab chart by dropping
the measure field into the Color shelf as shown in the following
screenshot.
24. Scatter Plot
• scatter plot shows many points scattered in the Cartesian plane.
• It is created by plotting values of numerical variables as X and Y
coordinates in the Cartesian plane.
• Tableau takes at least one measure in the Rows shelf and one
measure in the Columns shelf to create a scatter plot.
• However, we can add dimension fields to the scatter plot which play a
role in marking different colors for the already existing points in the
scatter graph.
25. variation of sales and profit
• Step 1 − Drag and drop the measure Sales to the Columns shelf.
• Step 2 − Drag and drop the measure Profit to the Rows shelf.
• Step 3 − Pull the dimension Sub-Category to the labels Shelf under
Marks.
29. Gantt chart
• A Gantt chart is a horizontal bar chart that shows the duration of an
event for multiple values.
• You can have a detailed yearly, quarterly, monthly, weekly or even
daily representation of your data values using a Gantt chart.
• we can assign different colors for each year or month so that it is
getting easier for us to track the data trend for value over time.
• Gantt charts are extremely useful as they have the ability to represent
data in great detail.
30. Step 1: Drag Order Date Dimensions to
Columns Section
31. • Now, our date dimensions are set on Discrete by default. We will
make it Continuous from the drop-down menu.
34. Step 3: Add Order Date in Marks Card
• Now again, we add our Order Date dimension to the Color box in
the Marks card. This will show single dashes at each data point.
35.
36. Step 4: Add Measures in the Marks Card
• Next, we add our measure Quantity to the Size box in
the Marks card. This provides bars for the total quantity sold for each
category in its respective year.
37.
38. Step 5: Add Detail in Tableau Gantt Chart
• We can add as much detail in our Gantt chart as we like. For instance,
we change the years to months.
• We can also change our measure calculation from the Marks card.
Right-click on the measure (Quantity) name, select Measure () and
change the aggregation type to Maximum or whichever you require.
39.
40.
41. Level of Detail (LOD)
• Tableau LOD expressions are powerful tools that you can use to find
answers to questions that involve multiple levels of granularity in a
single visualization.
• Using LOD expressions, you can compute aggregations that are not at
the level of detail of visualization.
42.
43. FIXED LOD
• This expression can compute values using specified dimensions
without reference to any other dimensions present in the view.
• This LOD expression does not consider any filter in the view apart
from context filters, data source filters, and extract filters.
• { FIXED [Region] : SUM([Sales]) }
44. INCLUDE LOD
• This expression computes values using specified dimensions along
with the dimensions that are in the view.
• This LOD expression is best suited for situations where you wish to
include a dimension that is not in the view.
• { INCLUDE [Customer Name] : SUM([Sales]) }
45. EXCLUDE LOD
• These expressions are designed to remove dimensions from an
expression. Essentially, they subtract dimensions from the level of
detail of the view.
• {EXCLUDE [Region]: SUM([Sales])}
46. How to create LOD expressions?
• Step 1: Configure the visualization
• First, you must open Tableau Desktop and connect to the Sample-
Superstore saved data source.
• Now, you must navigate to a new worksheet.
• Go to the Data pane section under Dimensions and drag Region to
the Columns shelf.
• Lastly, go to the Data pane under Measures and drag Sales to
the Rows Shelf.
47.
48. Step 2: Create the LOD expression
• First, select Analysis, and then go to Create Calculated Field.
• In the Calculation editor that appears before you, input the following:
• – Name the calculation “Sales Per Customer.”
• – Enter the following LOD expression: { INCLUDE [Customer Name] :
SUM([Sales]) }
• When done, click on OK. Now, the newly created LOD expression will
be added to the Data pane under Measures.
49. Step 3: Use the newly created LOD expression
in the visualization
• Go to the Data pane under Measures and drag Sales Per Customer to
the Rows shelf and place it to the left of the SUM(Sales).
• Now go to the Rows shelf and right-click Sales Per Customer and
select Measure (Sum) > Average.
• The final result will be the sum of all sales and the average sales per
customer for each region.