Building advanced charts in Tableau

Overview

Time: min

Objectives

• How to develop advanced charts in tableau

• Lollipop Chart – Let us start by adding sub-category to column shelf and sales to the row shelftwice.Select dual axis.

You will get a chart like this.

Next, select bar chart from the marks card sum of sales.

Adjust the size of the bar as follows.

Similarly, you can adjust the size of the bubble. To add labels to the visualization, click on marks card and select show marks label.

To categorize it according to the category, add category from the dimensions to colors marks cardfor the sum of sales.

• Word Cloud – Add sub-category to text marks cardand profits to size marks card.

Add category to colors marks card.

• Donut Chart – Start by selecting pie in the marks cardand ship mode to color.Addsales to angle. The chart now shows the ship mode by sales.Fit the chart in entire view.

To create a donut chart,we now need to duplicate thepie chart. To do so double click on column shelf and type in 1. This will create a fake axis. Change the aggregation to minimum. And create a duplicate of the fake axis by pressing control and dragging the axis in column shelf again.

Increase the size of the pie chart through the size marks card. Remove ship mode from the color in the second min(1) marks card.

Decrease the size of the pie and change the axis to dual axis in the column shelf.

Next step is to synchronize both the axis and remove the header(uncheck the show header option).

Change the color of the center part as whiteand add sales to the label marks card.

Now if we add region to the column shelf, we will have multiple donut chart.

• Waterfall Chart – Start by creating a calculated field which has negative profit values in it.

Add sub-category to columnshelf, profits to row shelfand negative profits (calculated field) to the size marks card.

From sum of profits in the rows column select running total from the quick table calculations.

Select Gantt Bar from the marks card.

• Funnel Chart – Start by adding sub-category to rows shelf and sales to column.Arrange the output in descending order. Duplicate the sales in column shelf.

Click on edit axis on the first chart and select scale as reverse.

This gives us a funnel chart.

Key Points