Learning

The best visualisation for you

There are a lot of ways to visualise your data in Tableau. Depending on what you're analysing, some chart types work better than others. Often, a simple bar chart is all you need to communicate your findings.

A bar chart will answer most of your questions

You usually won't need a complex viz to answer all your questions. Bar charts – the most popular chart type in Tableau – make it easy to compare information at a glance. It's best to use a bar chart when comparing data across categories like sales per country. Below are a few examples of when a bar chart works better than other chart types.

Map vs bar

Which country has the second most sales? Rather than trying to compare colours across dissimilar areas on a map, the bar chart makes comparison easy. The location of each country is not important to this analysis. The question is solely about comparing sales results. Maps are more useful when geographic features are relevant.

Line vs bar

How many months had lower profit than April? Although timelines are wonderful for looking at trends, it can be difficult to compare discrete points in time. A bar chart allows for faster comparison across the months themselves instead of showing profit changing over time.

Text table vs bar

Which sub-category has the highest cost for first class orders? Text tables are great for exposing the actual numbers, but it’s harder to compare values (a mathematical operation) than it is to compare the length of bars (a preattentive attribute). For comparative questions like this, text isn’t as effective as a bar chart.

Filters = interactivity

See exactly what you’re looking for with filters. Adding a filter to your viz is simple. Just right-click on a pill and select "show filter". Filters are also the easiest way to add interactivity to your viz for your audience.

Filter your data

Give it a try! Dig in with these data sets

Use your own data or these popular public datasets to practise what you've learned.


Rolling Stone top 500 albums

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Las Vegas Yelp reviews

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Summer Olympic Medallists

What fun facts will you find out about the 2012 Summer Olympic medallists? Criteria such as home country, event, medal and gender are included in the data. Courtesy of The Guardian.

What chart or graph is right for you?

The chart or graph type you choose will depend on the information you’re trying to show. In our white paper, Which chart or graph is right for you? we dig into 13 chart types and when to use them. Here are a couple of the most popular chart types.

 

 

 

Line chart

Line charts connect individual numerical data points to form a (yep, you got it) line. They are best used for looking at trends over time and forecasting. Quick tip: How to build a line chart

  1. Drag a date dimension to Columns
  2. Drag a measure to Rows
  3. Change the date to a different period by using the drop-down arrow or clicking the "+" next to Year on the pill

Scatter plot

Scatter plots are great for seeing the relationship between two measures and spotting trends and outliers. Quick tip: How to build a scatter plot

  1. Drag a measure to Rows
  2. Drag a measure to Columns

Map

Use a map when you're looking at location data like country, postal codes or your own custom geocoding. Quick tip: How to build a map

  1. Drag any dimension that is categorised as a geographic field (globe icon) onto the view.

Treemap

These charts use a series of rectangles, nested within other rectangles, to show hierarchical data as a proportion to the whole. As the name of the chart suggests, think of your data as being related like a tree: each branch is given a rectangle which represents how much data it comprises. Quick tip: How to build a tree map Within the Marks Card:

  1. Change mark type to square
  2. Drag a dimension to colour
  3. Drag a measure to size
  4. Drag a dimension to label or detail

Animate your visualisation

Viz animations help you see and understand your changing data. It’s easy to track the logical steps behind data’s evolution and tell powerful data stories. Sorting, filtering, adding fields and other actions will now smoothly animate your visualisations. Choose whether to turn viz animations on or off, and decide how you’d best like to apply animations to your new workbooks.

Learn how

Chart types taught by the experts

Let our expert instructors teach you how to build advanced chart types in our Desktop II: Intermediate course.

Formatting to make your viz pop

Colour

Colour is one of the most powerful aspects of a viz. The data should drive the use of colour to make a point, not personal favourites or brand colours. Too many colours can create visual overload and impede analysis, so only add colour when it’s meaningful.

Text labels

Packing text into a viz is a sure way to overwhelm the analysis. However, a strategic use of text can draw attention to key information. When used carefully, labels, annotations and titles help indicate what’s going on and where to focus on.

Tooltips

Tooltips are powerful and can convey a lot of information in a compact space. They automatically appear when a mouse hovers over a mark, and can reinforce the story you're telling. Always consider what is in your tooltip when building a viz.

What are pills?

A pill is a field or column of data you want to analyse that you drag-and-drop in Tableau to build your viz. Learn about different pill types.

Dimensions vs measures

Dimensions contain qualitative values (such as names, dates or geographical data). You can use dimensions to categorise, segment and reveal the details in your data. Dimensions affect the level of detail in the view. Measures contain numerical, quantitative values that you can measure. You can apply calculations to them and aggregate them. When you drag a measure into the view, Tableau applies an aggregation to that measure (by default).

Continuous vs discrete

Tableau represents data differently in the view depending on whether the field is discrete (blue) or continuous (green). Continuous and discrete are mathematical terms. Continuous means "forming an unbroken whole, without interruption"; discrete means "individually separate and distinct".

Changing default pill types

Most of the time, dimensions are discrete and measures are continuous. However, this isn’t always true. It’s possible to have a numerical dimension be continuous, or to convert a measure to be discrete. For example, right-clicking on a continuous measure brings up the options “Convert to discrete” and “Convert to dimension”. Note that those two operations – converting to discrete and converting to a dimension – are not synonymous.