Date Archives May 2019

2019 Week 22: X percent of Orders make up X percent of Sales

Ohhhh it’s time for some shiny new features! Parameter actions dropped last week and what a hit they have been! People are republishing their work using the new feature! So I hope you’ve had time to practice them a little bit because we’re about to hit the ground running with them!

Click to Interact

Requirements

  • Dashboard size: 700 x 700
  • Create a small multiple Pareto chart based on sub category, sales and number of orders
  • Create a parameter to select which measure you want to compare against (Sales or Orders)
  • Add in reference lines on both axis
  • When sales is selected, there should be a % reference line across the Y axis, with the X axis reference line being the point of interception on the pareto, and when orders is selected, there should be a % reference line across the X axis, with the Y axis reference line being the point of that interception.
  • Use Parameter Actions ONLY to change those reference lines on hover
  • Match tooltips and colours.
  • Make sure your title is dynamic too

Data

This week uses the superstore dataset for Tableau 2019.1.  You can get it here at data.world

Attribute

When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @AnnUJackson@LukeStanke@lorna_eden@curtisharris_!, and @Tableau

Track Your Progress

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

Hints

This Blog by Kevin Flerlage might help you along your way with Parameter Action

 

2019 Week 21: Profitability & Sales Dot Plot

One of my favorite chart types is a dot plot/strip plot.  There’s something really special about dots displayed across a single horizontal or vertical axis.  They tend to work really well when you’re showing a lot of data and have the advantage of being able to compare spread and density across different categories within a dimension.  To enhance the dot plot, I wanted to take some time for this workout and try out a few additional data encoding techniques.  The real “use case” of this particular visualization showing manufacturer sales & profitability by sub-category may not be the best translation, but I’m confident there’s a business use case out there for this chart!

So for the workout this week, you’ll be asked to add on additional encoding and enhance the dot plot beyond the default.  You’ll have the size of the dot represent Sales and use color in 2 different ways: first to re-encode Profit Ratio and also as a way to demonstrate the top performer within a Sub-Category.  You can expect some common design elements from me – including dynamic tooltips based on the data, upper case words, and non-default headers.

click to view on Tableau Public

 

Requirements

  • Dashboard size: 1200 x 1300; you choose the # of sheets
  • Create a dot plot that shows Profit Ratio and Sales by manufacturer and sub-category
    • Profit Ratio on the X-axis and on color
    • Sales on size
    • The top performing manufacturer within each sub-category should have a black bottom-half to and label
  • Watch out for the tooltip flavor text on the top performers
  • Color scale is Color Brewer Red, Yellow, Green (-1 to 1) – if you don’t already have it, download via Jacob Olsufka’s Tableau Public
  • Create headers for the sub-categories that extend into the data area
  • Add on a Region filter and ensure your headers match the data when you filter
  • Sort the data appropriately (sub-category by profit ratio)
  • Match any final formatting/tooltips (I went pretty easy on you this week!)

This week uses the superstore dataset for Tableau 2019.1.  You can get it here at data.world

Attribute

When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @AnnUJackson@LukeStanke@lorna_eden, and @curtisharris_!

Track Your Progress

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

 

2019 Week 20: Can you show the top and bottom states for total orders

This week Ann and I are doing a live Workout Wednesday for the San Fransisco Bay Area Tableau User Group, so I tried to make sure this challenge can be done in 30 minutes.

Challenge


Click image to view on Tableau Public

Requirements

  • Format: 750px by 850px
  • Create a bar-on-bar chart that shows:
    • A top bar counting distinct orders for 2018.
    • A bottom bar counting distinct orders for 2017.
    • The top 10 states for total orders in 2018.
    • The bottom 5 states for total orders in 2018.
    • The average for all other states.
  • Add a label that show the total orders for 2018 for the bottom and top states and shows the average total orders per state for the Other States
  • Add another label that shows the year-over-year change. Use arrows (↓ and ↑) to indicate the change. When there is no change use NC.
  • Add a filter for Category.
  • Sort by total orders in 2018.
  • Make the bar for the top 10, bottom 5, and all others 3 different colors.
  • Add labels for the Top and the Bottom.
  • Match formatting and tooltips.
  • Dataset


    This week uses the superstore dataset for Tableau 2019.1.  You can get it here at data.world

    Share

    After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @AnnUJackson, @LukeStanke, @lorna_eden, and @curtisharris_!

    Track your progress

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

    Attribute

    When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.


2019 Week 19 – Sales by State Analysis

This week we have a guest post from the one and only Andy Kriebel. Andy challenged us to something he created for the DataSchool Gym. What I like about this is it uses Set Actions and Table Calculations! Table Calculations are surely my nemisis.
So here goes…

 

Requirements

  • Dashboard size: 850 x 700; maximum of 4 sheets
  • Table Calcs only
  • Highlight the selected state
  • Note the note at the bottom of the viz.

Dataset

This week uses the superstore dataset for Tableau 2019.1.  You can get it here at data.world

Attribute

When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @VizWizBiz @AnnUJackson@LukeStanke@lorna_eden, and @curtisharris_!

Track Your Progress

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

2019 Week 18: Let’s Compare Quarterly Sales Performance

Have you ever been asked to make a tool that allows end users to dynamically select two periods and compare them?  The challenge this week takes inspiration from this all too likely to be asked request.  At surface level it can be an easy ask, but how can you add on additional context along with a responsive and intuitive design that allows for a good user experience.

In this challenge you’ll be creating 3 often used chart types: a line chart, bar chart, and BAN (big ass number).  The twist?  You’ll be adding on custom axes that reference color identifiers throughout the dashboard and ensuring that the most recent quarter selected is always highlighted.  And what happens if someone accidentally selects the same quarter and tries to compare it to itself?  Well you’ve got that covered too with some nice flavor text to help them along.

CLICK TO VIEW ON TABLEAU PUBLIC

 

Requirements

  • Dashboard size: 1500 x 900; maximum of 3 sheets; No text boxes!
  • Create a line chart that does the following after a user selects 2 different quarters
    • Shows the running total of sales by day
    • The older quarter is gray, newer quarter is blue
    • The axis at the top displays dates related to the newer quarter
    • The axis at the bottom displays dates related to the older quarter
    • The tooltip references the order date, # of days into the quarter and the running total sales amount
  • Create a BAN that shows the percentage difference
    • The older quarter is always the “compared to” or prior value
    • When the quarters are the same, text displays “Change Comparisons”
  • Create a bar chart that shows total sales for each selected quarter
    • Bars should always have the blue bar on the right (newer quarter)
  • Create a dynamic title that always shows the newer quarter first and in blue
  • Match all tooltips, labels, and formatting (including axes)
    • Blue: #2cb5c0
    • Gray: #b4b7b7

I highly recommend you view the original on Tableau Public to see functionality in action.

Dataset

This week uses the superstore dataset for Tableau 2019.1.  You can get it here at data.world

Attribute

When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @AnnUJackson@LukeStanke@lorna_eden, and @curtisharris_!

Track Your Progress

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