Chart Types

Chart Types

This section covers a whole bunch of chart types that are not part of Show Me, but can be built in Tableau, along with some notes on how to get existing charts to work more like I want them to. There’s also a whole section on the Path Shelf.

Be sure to check out the following sources of material on the Tableau Community:

Multiple mark types on same view:

put multiple measures on same row/column Then choose Dual Axes (synchronize if necessary) Then on the Marks card, click on the upper-right drop-down arrow to choose Multiple Mark Types

Showing Summary and Detail Together | Tableau Software

Path Shelf

On blood transfusion data, getting a table calc to have connected points for a line chart:

Notes from Mar 2012 WebEx w/Joe Mako

I don’t want to misrepresent Joe’s awesome knowledge here, if there are any mistakes in these notes from our conversation they are almost certainly mine.
In Tableau v7.0, the Tableau DATETRUNC() from the pill menu doesn’t work. 1. Turn Quarter into Continuous field using DATE(DATETRUNC(‘quarter’,[date field])) 2. Set to Exact Date – Continuous 3. Put Month([date field]) on Path Shelf. Note – when on LoD it causes partitioning, when on Path shelf it helps connect marks 3. Then for each measure (axis) select the pill->Format->Hide…Connect Lines

Another comment on PATH shelf

Using  a set to get the path shelf to draw things properly: From Think Data Thursday #4, 9/13/12 Path Shelf needs specific structure of data. In particular, origin/destination need to be in the same column, not separate columns. More on Path shelf From If you’re trying to just get the data together, try these resources: The key bit that is not talked about in that is that if you want to use Tableau’s built-in geocoding to get latitude and longitude, you need to change them to aggregate fields like MIN(State), this forum post has the details: Finally, I’ve attached a workbook that demonstrates this. point to point mapping.twbx

Putting charts in tooltips: Bullet charts: Tableau control charts: funky pie charts: Treemaps Box plots:

Likert scales: – putting many questions all together to see the spread

More on surveys

Nice post about ordering & annotating data:

panel or trellis charts: In Tableau, panel charts really need the X and Y axes to have the same values Joe’s version:

Small Multiples for Tables

Ensuring dual axes are available

Make sure that both fields have the same datatype. One way to check to see what data type Tableau is recognizing a field as is to open the calculated field box, select the desired field and in the yellow box at the bottom right will tell what type of field it is. Note that datatype and number format are independent! See this thread on what can happen when you try mark labels on a dual axis chart without synchronized axes:

Parallel Coordinate Plots

Combination chart with overlapping bars and line:

Using measure values and unstacking marks to create the overlapping bars, dual axis to create the line. image[78] calendar view waterfall charts Using Custom Shapes cumulative distributions (pareto chart) pareto Grouped Bar chart (like what Excel does)

See for a more complete treatment of doing grouped bars and lines. side by side bars Joe Mako variation on this using Custom SQL that would allow for multiple lines, I think: Also called side by side stacked bars Stem and Leaf plots stem and leaf plot Ternary charts ternary plot making more interesting data-rich vizzes: 1.     duplicate a measure (usually as rows) 2. do multiple mark types 3. aggregate or disaggregate the measure as needed 4. turn on dual axis 5. synchronize axes examples – putting sales by customer circles on a bar chart of sales by state putting pie charts on a chloropleth map putting an overall average on a per unit average from TCC11 – JediTricks video Triangle charts triangle plot

More than 2 mark types on same view

Joe Mako hack in Tableau 5 using reshaped data to draw lines as points, bars, and a line Treemaps Treemaps in Tableau? can be done. Waterfall charts

Kaplan-Meier Survival Curves


Radial Chart

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