Date Archives November 2018

Week 48: Profitability Bridge

This week we’re building a chart I was asked to create at work. A stakeholder drew this exact chart type and said, “make the chart look exactly like this!” At first glance I wasn’t sure I would be able to do it. After a little playing around I was able to re-create it!

Challenge

Click to view on Tableau Public

Requirements

  • Dashboard size is 500px wide by 800px tall.
  • Create a waterfall chart showing the top 5 sub-categories by sales. Include an other category for all other categories.
  • Show a bar on the far-left of the waterfall that shows all sub-categories. Label it all.
  • Add dashed lines that “connect” each bar.
  • Add a dashed line that connects the All bar with the Other bar.
  • Make sure each line looks as a single continuous dashed line. Watch your padding and axis label width!
  • Label each sub-category above the bottom line of each bar.
  • Label each bar with the profit ratio below the bottom line of each bar.
  • Add a filter by region. Make sure the filter is centered on the dashboard above the chart.
  • Color the bar gray if it above zero (#ACBAC3) or pink if it is below zero (#E48070).
  • Match tooltips.

Dataset

This week uses the superstore dataset for Tableau 2018.3.  You can get it here at data.world

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2018 and tag @AnnUJackson, @LukeStanke, @lorna_eden, @curtisharris_, @RodyZakovich, and @VizWizBI!

Track your progress

Also, don’t forget to track your progress using this Workout Wednesday form.

Week 47: Unit Volume Comparison

Why wait for 2019 when I can start challenging you all right now? I’m not quite ready to jump off the set action hype train yet, and this challenge is setup to help you think about some different ux/ui capabilities that set actions can enable. I don’t anticipate this being the most difficult challenge you’ve faced… so grab a drink, sit down, and let’s get to work.

click to view on Tableau Public

NOTE: I disabled download on the workbook on Tableau Public to force you to think through the solution. Yes, I know it’s mean, but you’ll learn more this way. I’ll turn on downloading toward the end of the week.

Requirements

  • Dashboard size: 900 x 700
  • Use no more than 3 sheets
  • Match text formatting and colors (doesn’t have to be exactly the same)
  • Give every object some room to breath from the edges of the dashboard… 25px sounds about right
  • Summary numbers and highlights should line up perfectly; only separated by the borders of the highlights
  • Try and use set actions to match the functionality
  • Do not display headers for the summary number section
  • Add context to the summary numbers in the leftmost cell only
  • Make sure the word UNITS appears next to the nearest 500 of the highest point on the line
  • Show labels for matching months on hover… if you hover over June 2018, we should see labels for all of the June points
  • Match line/area chart look and feel

DATA SET

Data from this week comes from the Saved Data Source in Tableau 2018 (Sample – Superstore), download here if needed.

SHARE

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2018 and tag @VizWizBI, @AnnUJackson, @LukeStanke, @RodyZakovich, @lorna_eden, and @curtisharris_.

TRACK YOUR PROGRESS

Also, don’t forget to track your progress using this Workout Wednesday form.

Week 46: America’s Aging Population

It’s been way too long since I’ve given you all a challenge. I’ve really enjoyed learning set actions the past two weeks, but if you know anything about me, you know I love table calcs. So guess what? I’m back with a table calcs challenge for you; I know deep down you’ve missed them.

In this week’s Workout Wednesday, you have to rebuild this chart I made for Makeover Monday week 45.

click to view on Tableau Public

Click here to see the original on my blog. NOTE: I disabled download on the workbook on Tableau Public to force you to think through the solution. Yes, I know it’s mean, but you’ll learn more this way.

Requirements

  • You may ONLY use table calcs. NO LODs.
  • Dashboard size: 800 x 700
  • You may only use one sheet.
  • Match the title, column headers and row headers.
  • You need to show the sex across the view and origin down the view. Make sure your sort order matches.
  • Each line represents the percentage of the total population for that age group for that year.
  • Each line must have a dot on the end.
  • The labels must be on the outside ends of the lines. The labels should be displayed as percentages to one decimal place. These are Tableau Medium 8pt. They must match the color of their respective lines.
  • Make sure the labels have enough space to display. You MAY NOT manually fix the axis.
  • I should only see 2016 and 2060 on the axis. There needs to be light grey gridlines for each of those two years.
  • For each section where the older generation (65+) crosses the younger generation (Under 18), you need display a black dot on the year that 65+ overtook Under 18.
  • You must display a dashed line with the year on the bottom right of the line for those lines that cross. The line needs to be at the same year as the black dot.
  • Match the tooltips (they show the year, the total population for each gender, and the percentage of the population for each gender.
  • The orange color is #E85839 (for 65+). The blue color is #3B6A9C (for Under 18).
  • Only show horizontal divider lines; no vertical divider lines.

DATA SET

Data from this week comes from Makeover Monday week 45 on data.world. Download here if needed.

SHARE

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2018 and tag @VizWizBI, @AnnUJackson, @LukeStanke, @RodyZakovich, @lorna_eden, and @curtisharris_.

TRACK YOUR PROGRESS

Also, don’t forget to track your progress using this Workout Wednesday form.

HINTS

  • You will need a dual-axis chart, both of which are table calcs.
  • All four data points in the tooltip require table calcs.
  • The dashed vertical line requires a table calcs.
  • Create calculations to offset the years to give the ends of the lines enough space to display the labels properly.

Week 45: Cross-Highlight

Continuing in line with Ann, I thought it would be great to do another challenge around Set Actions. I’ve used “Cross-Highlighting” in Tableau before, but it required a lot of Data Modelling, and was extremely slow on the Public Servers. But with Set Actions, what use to be a very complicated task, can now be down very quickly. There are a lot of great analytical powers with Set Actions, but there are some nice UX ones as well.

https://public.tableau.com/views/Cross-Highlight/CROSS-HIGHLIGHT?:embed=y&:display_count=yes&publish=yes

Requirements

  • Dashboard size: 520 x 560; 1 sheet
  • Create 2 Parameters
    • Y Axis: Category and Sub-Category
    • X Axis: Region and Segment
  • Create a Crosstab that shows Sales based on the Parameter Selection
  • ***On Hover*** highlight all values in the same Y/X column as the mark being hovered over.

FYI: Set Actions aren’t quite working on Tableau Public, so I encourage you to download the workbook and view in 2018.3 to explore the full interactivity!

Data from this week comes from the Saved Data Source in Tableau 2018 (Sample – Superstore), download here if needed.

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday and tag @AnnUJackson, @LukeStanke, and @RodyZakovich.  (Tag @VizWizBI if you have space, he would love to see your work too!)

Also, don’t forget to track your progress using this Workout Wednesday form.