Archive

Posts Tagged ‘visualisation’

Tableau Filter the data on display and not the underlying data

May 16th, 2012 No comments

I was recently set a challenge to filter a chart based on something that happened in the past, but still to show all time periods. The specifics of the task was to look at the number of employees a company had in 2010, and depending on that amount either show or hide all years for those companies that had the right amount of employees. In other words create a ‘Number of employees in 2010’ filter.

The dataset contained only 3 fields, Company, Year and Employees.

Initially it seems simple. Create a calculated field to calculate the number of employees the company had in 2010 and use that as a filter. This is what I did, the field was called [2010 Employee Count] and the formula I used was SUM(IF [Year] = 2010 THEN [Employees] END). Next I had to set up the visualisation to test what I created worked.

I dragged the Year to the columns shelf, Employees to the rows shelf and summed it, the Company to the colour shelf, giving me a line graph with annual employee counts over time split by company. This gives me the following line chart:

Next I tested the filter by dragging the calculated field [2010 Employee Count] to the filter shelf and using the At Least filter to show all companies with over X employees in 2010. This is where it became evident that this wasn’t going to work – the filter affected the entire dataset and not only the selected companies as can be seen below: Read more…

Bullet Charts in Tableau

February 5th, 2012 No comments

I’ve only just discovered the bullet chart, I’ve had no need to create one until very recently. Both I and my customers find them really useful. They replace the less meaningful ‘traditional’ dashboard tools of guages and dials into something which conveys more information.

The purpose of using them is to compare a value against another value – for example sales this year vs sales last year or order count this year vs budget order count. It compares against the Total of 1 value and the percentiles of that total. In other words it can be seen at a glance if this year is ahead of last year, or to what percentile this year has reached against last year. Read more…

Tableau Top X values by category

February 1st, 2012 No comments

This had me perplexed for a while but I found a good article on the Tableau site about how to show the Top N values by a category. I wanted to find the top 5 regions for a metric in each category.My data set is very simple, it only has 3 fields, the Category and Region dimensions, and the Metric measure.

The first thing I did was to load the Category and Region dimension on to the Rows shelf and the Metric measure on to the Columns shelf to get a column chart. Next I sorted the Region pill by right clicking on to the pill and selecting the Sort option. Read more…

Create a chart in seconds using Show Me in Tableau

October 8th, 2011 No comments

One of the most powerful features of Tableau to a newcomer and those who aren’t sure how to display their data is the Show Me! button. Even as an experienced user I often use the Show Me in Tableau when I’m seeking inspiration as to the best ways to display the information in the dashboard.

To create a visualisation all that needs to be done is highlight the dimensions and measures to display by clicking on them while holding the ctrl key, click the Show Me! button and you have a visualisation. Simple as that.