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Learning Tableau 2020

You're reading from   Learning Tableau 2020 Create effective data visualizations, build interactive visual analytics, and transform your organization

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Product type Paperback
Published in Aug 2020
Publisher Packt
ISBN-13 9781800200364
Length 576 pages
Edition 4th Edition
Tools
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Author (1):
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Joshua N. Milligan Joshua N. Milligan
Author Profile Icon Joshua N. Milligan
Joshua N. Milligan
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Table of Contents (19) Chapters Close

Preface 1. Taking Off with Tableau 2. Connecting to Data in Tableau FREE CHAPTER 3. Moving Beyond Basic Visualizations 4. Starting an Adventure with Calculations and Parameters 5. Leveraging Level of Detail Calculations 6. Diving Deep with Table Calculations 7. Making Visualizations That Look Great and Work Well 8. Telling a Data Story with Dashboards 9. Visual Analytics – Trends, Clustering, Distributions, and Forecasting 10. Advanced Visualizations 11. Dynamic Dashboards 12. Exploring Mapping and Advanced Geospatial Features 13. Understanding the Tableau Data Model, Joins, and Blends 14. Structuring Messy Data to Work Well in Tableau 15. Taming Data with Tableau Prep 16. Sharing Your Data Story 17. Other Books You May Enjoy
18. Index

Waterfall charts

A waterfall chart is useful when you want to show how parts successively build up to a whole. In the following screenshot, for example, a waterfall chart shows how profit builds up to a grand total across Departments and Categories of products. Sometimes profit is negative, so at that point, the waterfall chart takes a dip, while positive values build up toward the total:

Figure 10.3: This waterfall chart shows how each Category adds (or subtracts) profit to build toward the total

Here are the features and techniques used to build the chart:

  • The SUM(Profit) field on Rows is a Running Total table calculation (created using a Quick Table Calculation from the drop-down menu) and is computed across the table.
  • Row Grand Totals have been added to the view (dragged and dropped from the Analytics pane).
  • The mark type is set to Gantt Bar and an ad hoc calculation is used with code: SUM(Profit) for the size. This may seem a bit...
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