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2019 Week 1: Sales Drill Down

We’re back for 2019. We’re using the hashtag #WorkoutWednesday2019. The challenge this week involves building a dynamic drill-down table. This one is slightly more difficult than average so be sure to check the spoilers at the very bottom if need be.

Challenge

 


 

Click to view on Tableau Public

Requirements

  • Dashboard size is 500px wide by 600px tall.
  • Create a table that shows sales for category and year. When you click on a category show the sales by sub-category below it.
  • Use the right arrow “►” and the down arrow “▼” to indicate when details are showing. This makes it look like an accordion.
  • Match row borders and row shading to highlight these values.

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 #WorkoutWednesday2019 and tag @AnnUJackson, @LukeStanke, @lorna_eden, @curtisharris_, and @VizWizBI!

Track your progress

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

Spoilers

  • Union the data to itself one time.
  • One part of the union will create the summary for category and the other will create the summary for sub-category.

Week 51: Container Fun!

Ok, this week is all about working with Containers. Now that we have the ability to control inner/outer padding on Dashboard objects, as well as color, we can really make our dashboards shine without having to float everything. Note on the week, the data/charts don’t really matter, I honestly just threw some on the dashboard. The challenge is about working with the containers, and matching the design given the requirements below. Good luck!

CLICK TO VIEW

 

Requirements

  • Dashboard size is 1250px wide by 750px tall.
  • ONLY USE CONTAINERS, NO FLOATING OBJECTS!
  • Dashboard has a total of 5 containers (no more, no less)
  • The Filter Pane.
    • 10px padding on the right/left side.
    • Each filter has 5px of padding
  • The Charts Pane.
    • All 3 charts must be in one vertical container
    • Background must be light grey
    • Each chart has 20 px of padding between them and other objects
    • Each chart has a grey border, slight darker than the Pane background color.
  • The Pane under the Title has a grey border.

Dataset

You can use any data set for this week’s challenge. but  you can get Superstore 2018.3 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 50: What is the makeup of sales?

This week is another challenge that comes straight from work. I actually had difficulty creating the chart I wanted. I really wanted to sort the states by the selected Sub-Category percentage but I ran out of time and had to hack together a solution for this week. Either way the more important challenge is in creating the appropriate pie chart.

Challenge

Click to view on Tableau Public

Requirements

  • Dashboard size is 800px wide by 800px tall.
  • Create a pie for each state
  • Use a parameter that describes each sub-category.
  • Highlight the sales of the selected sub-category. Also highlight the remaining sales for the remainder of sub-categories that are share the same category of the selected sub-category. The third category will be all other sub-categories.
  • Color by category. Use the Winter and Seattle Gray color palettes.
  • Jedi-level: no hard-coding category to sub-category.
  • Create the legend using a separate sheet.
  • 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 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.

Week 44: Ready, Set: Let’s Drill Down on Sales!

At time of writing Tableau 2018.3 was just released.  With it comes some brand new features, including the one that’s the focus of this workout: set actions.  Sets have long been a feature in Tableau and are responsible for creating dashboard actions, but set actions are something completely new.  Set actions allow you to interact with your data to determine what data elements are part of the set, essentially sets become more dynamic.

One of the most straightforward uses of set actions is one that was demonstrated during Devs on Stage at TC18 – drilling down on the same sheet.  They showed a video that included drilling down on a treemap from one level of detail to a lower granularity, to a third granularity.

So my challenge for you this week is to learn more about sets and set actions.  You’ll find these to be extremely useful moving forward on drill-filtering on the same sheet – both on maps and when you’re trying to explore more detail.  Not a lot of showy formatting or sophisticated calculations – your only goal is to get comfortable with set actions.

click to view on Tableau Public

Requirements

  • Dashboard size: 1200 x 800; 2 sheets
  • Create a line chart of monthly sales
  • Create way for user to select months and drill/filter the line chart, this should also filter the treemap below
  • Create a treemap of sales by category that has the ability to drill to sub-category and product name upon clicking
  • Create dynamic labels (and tooltip) for the treemap that display based on the level of detail shown (category/sub-category/product name)
  • Match all other formatting, labels, and tooltips
  • Add a region filter for fun

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.

Week 43: Where should we focus our sales effort? #TC18 Edition

Heads up: we are at Tableau Conference and we’ll be delayed on checking Twitter. Also Luke will attempt to live stream via Twitter.

Challenge

This week we take Workout Wednesday live at Tableau Conference.


Click to view on Tableau Public

Requirements

  • Create a map and color the overall top, top 5, bottom, bottom 5 states by sales.
  • Label the top 5 and bottom 5 states.
  • Add a filter for segment.
  • Show the city with the top sales for every state.
  • Place a star on the top 5 cities. Place an x on the bottom 5 cities. Place a circle on all other cities.
  • Size the star to be the largest, then the x, then the circle.
  • Match map formatting.
  • Match tooltips.

Dataset

This week uses the superstore dataset for Tableau 2018.1.  You can get it here at data.world

Share

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

Track your progress

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

Week 42: Radial Mapping

Getting a little bit tricky this week, mostly because I won’t be at TC this year….. 🙁

This week we are going to do some radial mapping in Tableau. While extensions might replace this trick, I think it’s still useful when analyzing locations within N miles of a target location.

Click Image for Interactive Version
(Click for Interactive Version)

Requirements

  • This is a tricky one, so the first thing you want to do is get all the Lats/Longs for City/State from SuperStore and create a new dataset with it. You need to be able to use the Lats/Longs in calcs, and we can’t use generated lat/longs at the moment.
  • Create a Parameter for City/State
  • Create a Parameter to set the number of miles
  • Create a Map of Sales for City/State sized by Sales
  • Draw a Radial Circle around the selected location that has a radius equal to the Miles Parameter.
  • The Map should be filtered down to only show locations within the Radial Circle
  • This does require some data modelling…if you get stuck, check out my blog post on radial mapping.http://www.datatableauandme.com/2017/12/radial-mapping-in-tableau.html

Dataset

This week uses the superstore dataset for Tableau 2018.1.  You can get it here at data.world

Share

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

Week 36: Scatter Plot Reference Bands

Hello again everyone! This week we are looking to add Reference Bands to our Scatter Plots in order to “group” together like items. Looking at NBA Players Total Games and Points spread.

Click to view interactive version

Requirements:

  • Dashboard size 920 x 825
  • Players are grouped into 5 bins by Avg Points per Game
    • 10-14, 15-19, 20-24, 25-29 and 30-34+
    • Must create an interactive legend on the top right that can be used in a Dashboard Highlight
  • The “Bands” are based on these bins from the Minimum number of points over X games to the Maximum number of points over X games.
  • The Y Axis (Total Points) is fixed at 17,980 to 39,900 | The X Axis (Games) is fixed at 715 to 1667
  • By default, the Top 10 Players (by points scored) will have Text Labels with their Rank, and name
  • When highlighting players using the Points Bin Legend, only show Text Labels for the players in that bin
  • Players that are marked as “active” should have a circle with an outer ring to separate them from inactive players.

Data from this week comes from Basketball-Reference via Jeff Planter. You can download the aggregated data here

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

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

Week 26: Single Sheet Drilldown

It seems lately I have been giving the easy challenges, so I wanted to spice it up with something harder. This week we are going to deal with a new challenge that requires some thinking on Dashboard Actions and Data Modelling. The goal of this challenge is to open up how we think about Tableau from the Data layer, and how we can structure data and actions to create new functionality.

 

Requirements

  • THIS IS A SINGLE SHEET. This is not using the 3 sheets in a container technique
  • The first Level is Year, the Second Month and the Third is Day
    • You drill into whatever you click. If you click on 2015 at the Year Level, you will see all 12 months for 2015
    • Users can control->drag to select multiple years/months and Tableau will drill down with all selected.
  • When a user clicks on a Day at the Third Level, the viz resets back to all Years
  • The Sub Header will let the user know the date range in the viz.
  • If you have no idea where to start, or where to go, see spoilers below.

Dataset

This week uses the superstore dataset for Tableau 2018.1.  You can get it here at data.world

Share

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

Track your progress

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

Spoilers

  • If you want to try this, but not sure where to start, check out this post by Joshua Milligan
  • If you just want to know how I did this, check out my at the EMEA Tableau Fringe Fest on the Fringe Fest YouTube Channel

Week 25: Segmentation Drift

This week we start using the analytical tools — specifically clustering. Tableau’s built in cluster algorithm can be used to do customer segmentation. But instead of doing this by customer we are going to keep it simple by using sub-category and region.

Intermediate

click to view on Tableau Public

 

Jedi

click to view on Tableau Public

Requirements

  • Dashboard size is 700 x 800; tiled; 2 sheets
  • Create clusters using Profit Ratio (Total Profit/Total Sales) and average discount from only 2015 for sub-category and region. This is the basics of segmentation
  • Show the consistency of each cluster by plotting this over year, as well.
  • Match tooltips.
  • Label the clusters in 2015. Only show the label once. Don’t place many marks of text on top of each other.
  • Match color and formatting. I’ll be paying attention to all parts.
  • JEDI ONLY: Create hub-and-spoke plots that connect the center of each cluster to the value sub-category/region combinations that are part of the 2015 cluster.

 

Dataset

This week uses the superstore dataset for Tableau 2018.1.  You can get it here at data.world

 

Share

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

 

Track your progress

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

 
 
 

#SPOILERS

  • Download the data from data.world. It’ll be easier with a .csv or .xlsx
  • You’ll need to union the data to itself.
  • Create some of the calculations to run when the [Table Name] = “Orders$”
  • For the clusters: filter the data to 2015. Build the chart with the measures of average discount and profit ratio and the dimensions of sub-category and region. Save the cluster as a dimension/group.
  • Size of the hub circle is 20x the other values.
  • You can always download the workbook for more help.