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Home > Data > Business Intelligence > Tableau 10 Business Intelligence Cookbook
Tableau 10 Business Intelligence Cookbook
Tableau 10 Business Intelligence Cookbook

Tableau 10 Business Intelligence Cookbook: Create powerful, effective visualizations with Tableau 10

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Tableau 10 Business Intelligence Cookbook

Chapter 2. Advanced Charts

In this chapter, we will cover:

  • Creating a histogram
  • Creating a small multiple chart
  • Creating a shared axis chart
  • Creating a combo chart (dual axis chart)
  • Creating a bullet chart
  • Creating a bar in bar chart
  • Creating a donut chart
  • Creating a unit chart
  • Creating a box and whisker plot
  • Creating a sparkline with indicators
  • Creating a KPI text table
  • Creating a waterfall chart
  • Creating a population pyramid

Introduction

In this chapter, we will explore additional techniques for creating more advanced charts in Tableau. Some of the charts introduced in this chapter are quite effective for specific use cases, for example the waterfall chart for showing cumulative changes to a measure and the population pyramid for showing population over time. However, this should not discourage you from exploring and testing your data set with different charts! Sometimes different types of chart can help uncover insights in ways we don't expect, or they may surprisingly convey information much more clearly than the chart we had originally intended to use.

Some of the charts covered in this chapter may well just be starting points to even more charts you may want to explore and experiment on your own. Be not afraid—explore, explore, explore!

Note

Make sure to check out Appendix A, Calculated Fields Primer, as this chapter starts using more calculated fields.

Creating a histogram

Histograms are graphs that plot frequency distribution of data.

In this recipe, we will create a histogram that will visualize what the most common heights and weights are of NBA players, based on a 2014 NBA player's stats data source.

Creating a histogram

Getting ready

To follow this recipe, open B05527_02 – STARTER.twbx. Use the worksheet called Histogram, and connect to the Player Stats (NBA Players Regular Season 2009) data source.

Getting ready

How to do it...

The following are the steps to create the histogram in this recipe:

  1. Under Measures, right-click on Height (in) and select Create and then Bins….
  2. Set the bin size to 5, and click OK when done. This will create a new discrete field called Height (in) (bin) under the Dimensions section of the side bar.
    How to do it...
  3. Under Dimensions, right-click on Height (in) (bin) and select Aliases....
  4. Change the alias values of the Member items to the following. To edit the alias, simply click on the Value (Alias) field and that field will become editable.
    How to do it...
  5. Create...

Creating a small multiple chart

A small multiple is a series of smaller charts that share the same type and scale. This chart is typically used when you want to have multiple values (or categories) to be compared side by side.

In this recipe, we will create a small multiple area chart that shows the world population sliced by region and income group.

Creating a small multiple chart

Getting ready

To follow this recipe, open B05527_02 – STARTER.twbx. Use the worksheet called Small Multiple, and connect to the Data (Modified Gapminder Population) data source.

Getting ready

How to do it...

The following are the steps to create a small multiple chart:

  1. From Dimensions, drag Year to the Columns shelf.
  2. Right-click on the Year field in the Columns shelf, and select Continuous. You should notice that the pill color changes from blue to green.
  3. From Measures, drag Population to the Rows shelf.
  4. In the Marks card, click on the dropdown to change the mark from Automatic to Area.
  5. From Dimensions, drag Income Group to the Columns shelf.
  6. Right-click on...

Creating a shared axis chart

A shared axis chart in Tableau is a chart that shares one axis among multiple measures. This chart can be used when the measures have similarly ranged values, and can be presented using one mark and one scale.

In this recipe, we will compare field goals made vs field goals attempted by Phoenix Suns players in the NBA 2009 season by using a shared axis chart.

Creating a shared axis chart

Getting ready

To follow this recipe, open B05527_02 – STARTER.twbx. Use the worksheet called Shared Axis, and connect to the Player Stats (NBA Players Regular Season 2009) data source.

Getting ready

How to do it...

The following are the steps to create a shared axis chart:

  1. From Dimensions, drag Team Name to the Filters shelf.
  2. Under the General tab, check Suns.
  3. From Dimensions, drag Year to the Filters shelf.
  4. Under the General tab, choose 2009.
  5. From Dimensions, drag League to the Filters shelf.
  6. Under the General tab, check N for NBA.
  7. If it doesn't exist yet, create a calculated field called Player Name, and provide the...

Creating a combo chart (dual axis chart)

A dual axis chart is a chart that uses two axes for two different measures. This chart is useful when two measures have different types or ranges (for example, monetary value and percentage), or if the two measures need to be displayed differently (for example, one as a bar and one as a line).

In this recipe, we will create a dual axis chart, also often referred to as a combo chart.

Creating a combo chart (dual axis chart)

Getting ready

To follow this recipe, open B05527_02 – STARTER.twbx. Use the worksheet called Combo Chart Dual Axis, and connect to the Player Stats (NBA Players Regular Season 2009) data source.

Getting ready

How to do it...

The following are the steps to create a combo chart (dual axis chart):

  1. From Dimensions, drag Team Name to the Filters shelf.
  2. Under the General tab, check Suns.
  3. From Dimensions, drag Year to the Filters shelf.
  4. Under the General tab, choose 2009.
  5. From Dimensions, drag League to the Filters shelf.
  6. Under the General tab, check N for NBA.
  7. If it doesn't exist yet, create...

Creating a bullet chart

A bullet chart allows us to visualize progress in a small, concise graph. This chart borrows from thermometers and progress bars, and is typically used to show goals vs actuals.

In this recipe, we will create a bullet chart that shows the comparison between field goals attempted and field goals made by Phoenix Suns players in the NBA 2009 season.

Creating a bullet chart

Getting ready

To follow this recipe, open B05527_02 – STARTER.twbx. Use the worksheet called Bullet Chart, and connect to the Player Stats (NBA Players Regular Season 2009) data source.

Getting ready

How to do it...

The following are the steps to create a bullet chart:

  1. From Dimensions, drag Team Name to the Filters shelf.
  2. Under the General tab, check Suns.
  3. From Dimensions, drag Year to the Filters shelf.
  4. Under the General tab, choose 2009.
  5. From Dimensions, drag League to the Filters shelf.
  6. Under the General tab, check N for NBA.
  7. If it doesn't exist yet, create a calculated field called Player Name, and provide the following formula that...

Introduction

In this chapter, we will explore additional techniques for creating more advanced charts in Tableau. Some of the charts introduced in this chapter are quite effective for specific use cases, for example the waterfall chart for showing cumulative changes to a measure and the population pyramid for showing population over time. However, this should not discourage you from exploring and testing your data set with different charts! Sometimes different types of chart can help uncover insights in ways we don't expect, or they may surprisingly convey information much more clearly than the chart we had originally intended to use.

Some of the charts covered in this chapter may well just be starting points to even more charts you may want to explore and experiment on your own. Be not afraid—explore, explore, explore!

Note

Make sure to check out Appendix A, Calculated Fields Primer, as this chapter starts using more calculated fields.

Creating a histogram

Histograms are graphs that plot frequency distribution of data.

In this recipe, we will create a histogram that will visualize what the most common heights and weights are of NBA players, based on a 2014 NBA player's stats data source.

Getting ready

To follow this recipe, open B05527_02 – STARTER.twbx. Use the worksheet called Histogram, and connect to the Player Stats (NBA Players Regular Season 2009) data source.

How to do it...

The following are the steps to create the histogram in this recipe:

  1. Under Measures, right-click on Height (in) and select Create and then Bins….

  2. Set the bin size to 5, and click OK when done. This will create a new discrete field called Height (in) (bin) under the Dimensions section of the side bar.

  3. Under Dimensions, right-click on Height (in) (bin) and select Aliases....

  4. Change the alias values of the Member items to the following. To edit the alias, simply click on the Value (Alias) field and that field will become editable.

  5. Create another bin for...

Creating a small multiple chart

A small multiple is a series of smaller charts that share the same type and scale. This chart is typically used when you want to have multiple values (or categories) to be compared side by side.

In this recipe, we will create a small multiple area chart that shows the world population sliced by region and income group.

Getting ready

To follow this recipe, open B05527_02 – STARTER.twbx. Use the worksheet called Small Multiple, and connect to the Data (Modified Gapminder Population) data source.

How to do it...

The following are the steps to create a small multiple chart:

  1. From Dimensions, drag Year to the Columns shelf.

  2. Right-click on the Year field in the Columns shelf, and select Continuous. You should notice that the pill color changes from blue to green.

  3. From Measures, drag Population to the Rows shelf.

  4. In the Marks card, click on the dropdown to change the mark from Automatic to Area.

  5. From Dimensions, drag Income Group to the Columns shelf.

  6. Right-click on the first...

Creating a shared axis chart

A shared axis chart in Tableau is a chart that shares one axis among multiple measures. This chart can be used when the measures have similarly ranged values, and can be presented using one mark and one scale.

In this recipe, we will compare field goals made vs field goals attempted by Phoenix Suns players in the NBA 2009 season by using a shared axis chart.

Getting ready

To follow this recipe, open B05527_02 – STARTER.twbx. Use the worksheet called Shared Axis, and connect to the Player Stats (NBA Players Regular Season 2009) data source.

How to do it...

The following are the steps to create a shared axis chart:

  1. From Dimensions, drag Team Name to the Filters shelf.

  2. Under the General tab, check Suns.

  3. From Dimensions, drag Year to the Filters shelf.

  4. Under the General tab, choose 2009.

  5. From Dimensions, drag League to the Filters shelf.

  6. Under the General tab, check N for NBA.

  7. If it doesn't exist yet, create a calculated field called Player Name, and provide the following formula...

Creating a combo chart (dual axis chart)

A dual axis chart is a chart that uses two axes for two different measures. This chart is useful when two measures have different types or ranges (for example, monetary value and percentage), or if the two measures need to be displayed differently (for example, one as a bar and one as a line).

In this recipe, we will create a dual axis chart, also often referred to as a combo chart.

Getting ready

To follow this recipe, open B05527_02 – STARTER.twbx. Use the worksheet called Combo Chart Dual Axis, and connect to the Player Stats (NBA Players Regular Season 2009) data source.

How to do it...

The following are the steps to create a combo chart (dual axis chart):

  1. From Dimensions, drag Team Name to the Filters shelf.

  2. Under the General tab, check Suns.

  3. From Dimensions, drag Year to the Filters shelf.

  4. Under the General tab, choose 2009.

  5. From Dimensions, drag League to the Filters shelf.

  6. Under the General tab, check N for NBA.

  7. If it doesn't exist yet, create a calculated...

Creating a bullet chart

A bullet chart allows us to visualize progress in a small, concise graph. This chart borrows from thermometers and progress bars, and is typically used to show goals vs actuals.

In this recipe, we will create a bullet chart that shows the comparison between field goals attempted and field goals made by Phoenix Suns players in the NBA 2009 season.

Getting ready

To follow this recipe, open B05527_02 – STARTER.twbx. Use the worksheet called Bullet Chart, and connect to the Player Stats (NBA Players Regular Season 2009) data source.

How to do it...

The following are the steps to create a bullet chart:

  1. From Dimensions, drag Team Name to the Filters shelf.

  2. Under the General tab, check Suns.

  3. From Dimensions, drag Year to the Filters shelf.

  4. Under the General tab, choose 2009.

  5. From Dimensions, drag League to the Filters shelf.

  6. Under the General tab, check N for NBA.

  7. If it doesn't exist yet, create a calculated field called Player Name, and provide the following formula that concatenates...

Creating a bar in bar chart

A bar in bar chart stacks one bar chart on top of the other. Typically the two bars will have different colors and widths. Bar in bar charts can be effective in showing progress to a goal, or any two measures from the same starting point. In this recipe, we will compare the field goals made and attempted by the Phoenix Suns players in 2009 using a bar in bar chart.

Getting ready

To follow this recipe, open B05527_02 – STARTER.twbx. Use the worksheet called Bar in Bar, and connect to the Player Stats (NBA Players Regular Season 2009) data source.

How to do it...

The following are the steps to create a bar in bar chart:

  1. From Dimensions, drag Team Name to the Filters shelf.

  2. Under the General tab, check Suns.

  3. From Dimensions, drag Year to the Filters shelf.

  4. Under the General tab, choose 2009.

  5. From Dimensions, drag League to the Filters shelf.

  6. Under the General tab, check N for NBA.

  7. If it doesn't exist yet, create a calculated field called Player Name, and provide the following...

Creating a donut chart

A donut chart, like a pie chart, shows part-to-whole relationships. And like a traditional donut (the sweet, edible kind), it has a hole in the middle.

In this recipe, we will create a donut chart that shows the breakdown of Hollywood's top movies from 2007-2011 by genre.

Getting ready

To follow this recipe, open B05527_02 – STARTER.twbx. Use the worksheet called Donut, and connect to the HollywoodMostProfitableStories data source.

How to do it...

The following are the steps to create a donut chart:

  1. Change the mark type to Pie in the Marks card.

  2. From Measures, drag Worldwide Gross Amount to Angle in the Marks card.

  3. From Dimensions, drag Genre to Color in the Marks card.

  4. To make the pie easier to view, set the chart to show as Entire View from the toolbar.

  5. Right-click on the Genre pill in the Color in the Marks card and select Sort….

  6. Sort the slices by the Sum of the Worldwide Gross Amount in Ascending order.

  7. From Dimensions, drag Genre to Label in the Marks card.

  8. From Measures...

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Key benefits

  • Cook your favorite Tableau 10 business intelligence recipe with the help of this easy-to-follow book
  • Build beautiful, interactive dashboards and visualizations in Tableau 10 that help you make informed decisions
  • This rich collection of independent recipes cover everything needed to become an advanced Tableau user and get an edge over other Tableau users

Description

Tableau is a software tool that can speed up data analysis through its rich visualization capabilities, and help uncover insights for better and smarter decision making. This book is for the business, technology, data and analytics professionals who use and analyze data and data-driven approaches to support business operations and strategic initiatives in their organizations. This book provides easy-to-follow recipes to get the reader up and running with Tableau 10, and covers basic to advanced use cases and scenarios. The book starts with building basic charts in Tableau and moves on to building more complex charts by incorporating different Tableau features and interactivity components. There is an entire chapter dedicated to dashboard techniques and best practices. A number of recipes specifically for geospatial visualization, analytics, and data preparation are also covered. By the end of this book, you’ll have gained confidence and competence to analyze and communicate data and insights more efficiently and effectively by creating compelling interactive charts, dashboards, and stories in Tableau.

Who is this book for?

This book is targeted to business, data, and analytics professionals who want to build rich interactive visualizations using Tableau. Familiarity with previous versions of Tableau would be helpful, but is not necessary.

What you will learn

  • Become familiar with the Tableau interface
  • Build basic to more advanced charts with step-by-step recipes
  • Use filters, calculated fields, parameters, and actions to add interactivity to charts and dashboards
  • Prepare and transform data for analysis using Tableau's built-in tools and functions
  • Create effective and compelling dashboards and story points
  • Leverage Tableau's mapping capabilities to visualize location and shape data
  • Integrate analytics and forecasting to enhance data analysis
  • Get to know tips and tricks to work more quickly and effectively in Tableau
  • Increase your confidence and competence in creating rich, interactive visualizations in Tableau
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Publication date : Nov 30, 2016
Length: 476 pages
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Language : English
ISBN-13 : 9781786465634
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Category :
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Concepts :
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Length: 476 pages
Edition : 1st
Language : English
ISBN-13 : 9781786465634
Vendor :
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Category :
Data
Concepts :
Business Intelligence
Tools :
Tableau

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Table of Contents

10 Chapters
1. Basic Charts Chevron down icon Chevron up icon
1. Basic Charts
Introduction
Creating a bar chart
Creating a stacked bar chart
Creating a line chart
Creating a scatter plot
Creating a heat map
Creating a text table (crosstab)
Creating a highlight table
Creating an area chart
Creating a pie chart
Creating a bubble chart
Creating a word cloud
Creating a tree map
2. Advanced Charts Chevron down icon Chevron up icon
2. Advanced Charts
Introduction
Creating a histogram
Creating a small multiple chart
Creating a shared axis chart
Creating a combo chart (dual axis chart)
Creating a bullet chart
Creating a bar in bar chart
Creating a donut chart
Creating a unit chart
Creating a box and whisker chart
Creating a sparkline with indicators
Creating a KPI text table
Creating a waterfall chart
Creating a population pyramid
3. Interactivity Chevron down icon Chevron up icon
3. Interactivity
Introduction
Creating a motion chart
Creating a dynamic column/row trellis chart
Creating a top/bottom N filter
Comparing one to everything else
Dynamically displaying dimensions
Dynamically displaying and sorting measures
Creating a custom date period filter
4. Dashboards and Story Points Chevron down icon Chevron up icon
4. Dashboards and Story Points
Introduction
Creating a filter action
Creating a highlight action
Creating a URL action
Creating an Infographic-like dashboard
Creating story points
5. Maps and Geospatial Visualization Chevron down icon Chevron up icon
5. Maps and Geospatial Visualization
Introduction
Adding data layers to map
Creating custom territories
Working with Web Map Service (WMS)
Using path to display movement in map
Mapping custom polygons
Importing custom geocoding
Using a custom image background
6. Analytics Chevron down icon Chevron up icon
6. Analytics
Introduction
Adding a constant line
Adding a trend line
Using a reference line
Adding a reference band
Performing cluster analysis
Visualizing forecast
Performing linear regression with R
7. Data Preparation Chevron down icon Chevron up icon
7. Data Preparation
Introduction
Using the Data Interpreter and pivot
Using the legacy Jet driver
Using schema.ini to resolve data type issues
Pivoting columns
Using union
Using join
Using blend
A. Calculated Fields Primer Chevron down icon Chevron up icon
A. Calculated Fields Primer
Different ways to create calculated fields
Calculated field window
Functions in Tableau
Function syntax
Word of caution
Different types of calculated fields
Dealing with NULLs
Tidbits
Conclusion
B. Resources Chevron down icon Chevron up icon
B. Resources
Data sources for recipes in this book
Articles and white papers
Blogs and additional resources
Index Chevron down icon Chevron up icon
Index

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Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.8
(5 Ratings)
5 star 60%
4 star 0%
3 star 20%
2 star 0%
1 star 20%
Gaurav Vijay Dec 28, 2016
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I absolutely loved this book. It is clear, precise and the steps given in the book is very easy to learn and implement. I would definitely suggest this book to everyone ..Well Done Donabel !!
Amazon Verified review Amazon
mehdi kazemi Dec 10, 2017
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Very good book
Amazon Verified review Amazon
JFR Smith May 15, 2017
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Great
Amazon Verified review Amazon
Dimitri Shvorob Dec 26, 2016
Full star icon Full star icon Full star icon Empty star icon Empty star icon 3
I reviewed eight Tableau titles when I started out with Tableau a year ago; since then, there was a second edition of Milligan's "Learning Tableau", now there is "Tableau 10 Business Intelligence Cookbook" by Santos, and "Mastering Tableau" by Baldwin is just around the corner. All three recent books are from Packt. It looks like in a short while, the Tableau segment is going to be dominated by Packt just as the Qlik segment is now.And you know what - I will continue to recommend good non-Packt books over Packt "book products". In this case, why would you pay $50 for a visually unappealing book that simply walks you through Tableau features, when you can get more by viewing free training videos on the Tableau site? (On tableau.com, select Learning > Free Training Videos). 90%+ of "Tableau 10 Business Intelligence Cookbook" is this straightforward and low-value-added; there are 10 pages or so of more intermediate things - primarily, examples of Tableau expressions - but buying a book for them would be a luxury. The "Cookbook" is too basic to be an intermediate Tableau book, yet as a beginner's book, it is manifestly not fit for purpose. It seems that the titular "cookbook" reference simply provides the author with an excuse to run through examples ("recipes") without bothering about explaining Tableau concepts. Sorry, that's not teaching.My advice to a Tableau beginner would be: check out "Communicating Data with Tableau", "Tableau for Dummies" and "Tableau for Healthcare". (Do ignore the "healthcare" bit). All three are good, all three have different styles. Pick one or two which suit you. Milligan's book is worth a look, as follow-up, if you can get it cheaply.
Amazon Verified review Amazon
Hussam Jan 10, 2017
Full star icon Empty star icon Empty star icon Empty star icon Empty star icon 1
I have received a black and white printed book on cheap printing paper..although it should be colored book like the sample on amazon website.I dont recommend buying this item from amazon
Amazon Verified review Amazon

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About the authors

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Profile icon Paul Banoub
Paul Banoub
Contacted on: 18/12/2015 for Mastering Tableau 10 [video]
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Profile icon Donabel Santos
Donabel Santos
Donabel Santos is a self-confessed data geek. She loves working with data, writing queries, and developing reports on her SQL Server databases, and exploring and visualizing data with Tableau. She is the principal and senior business intelligence architect at QueryWorks Solutions, a Tableau Learning and Alliance partner in Vancouver, BC, Canada, providing consulting and training services. She has spent years in consulting and has developed a variety of solutions for clients in different verticals—finance, manufacturing, healthcare, legal, higher education, and local government. Donabel is a multi-year Microsoft Data Platform MVP (previously known as SQL Server MVP) and has extensive experience in the SQL server in different areas, such as development, administration, data warehouse, reporting (SSRS), tuning, troubleshooting, XML, CLR, and integration with ERPs and CRMs using PowerShell, C#, SSIS, and Power BI. One of Donabel's passions is teaching and sharing her love for data. She is a Tableau Certified Professional and a Tableau accredited trainer, delivering Tableau public and on-site client training. She is also the lead instructor for a number of courses at British Columbia Institute of Technology (BCIT), including Applied Database Administration and Design (ADAD) and Applied Data Analytics (ADA) programs. She teaches SQL server administration, development, integration (SSIS), data warehouse foundations, and visual analytics with Tableau. Donabel has also authored three other books with Packt Publishing: SQL Server 2012 with PowerShell V3 Cookbook, PowerShell for SQL Server Essentials, and SQL Server 2014 with PowerShell V5 Cookbook. She also contributed a chapter to Manning Publications' PowerShell Deep Dives.
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Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

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Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

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Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela