Posts in Workout Wednesday

Week 36: Can you build a custom axis with a tracking reference line?

After four amazing challenges from the Tableau Community, we are back in the drivers seat to provide you with this week’s challenge! For your challenge this week, we are focused on interactivity over anything else; This week is simply about getting to know the tool and being creative with your data solutions. So can you build a simple line chart, with a custom axis and tracking reference lines?

Click animation to open on Tableau Public

Data

Superstore data provided in Tableau 2019.2

Requirements

  • Dashboard size 1000×800
  • Filter to the “last 3 years”
  • Build a custom axis that acts as a control mechanism for the reference lines
    • If a month is a start of a quarter, display the month, display a dot if not
    • Make sure the last month in the line is displayed, even though it isn’t a start of a quarter
  • Build a reference line that show the highest month in sales
  • Build a reference line that updates as you hover over each month in the custom axis
  • Build a reference line that updates to show the sales for the highlighted month
  • Match formatting and tooltips

Solution Video

If you need some help, check out the solution video!

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.

Week 35: Drill Down & Up on Sales with Subtotals using Parameter Actions

In the final week of the community challengers we have Rosario Guana. She is a Tableau Ambassador and a Tableau Zen Master. Rosario has been championing WorkoutWednesday since day 1, she writes blog posts about solutions and other tips and tricks in both English and Spanish.

When Tableau 2019.2 was launched, I soon found myself testing the new functionality of Parameter Actions, to learn more about its use and its benefits.

In the first Drill Down tests, I used examples that involved 3 or more levels of Drill Down and the logic that followed was scalable, regardless of the number of levels. But when I did a test that involved only two levels, the formulas I was using required some adjustments.

For this test, I was inspired by a previous challenge of Luke Stanke, seen during the first week of the year: “Drill Down in Sales”

And taking advantage of the fact that I was already in stages of tests and learning, along the way I was integrating some additional requirements to the original challenge, which I hope you find interesting.

Click to Interact

Requirements

  • The size of the board is 800 px wide by 600 px high. 
  • The solution should not involve duplicating the data.
  • The initial view should show sales by Category for the last 3 years, in bar chart.
  • The new Parameter Actions functionality must be used to apply Drill Down & Up: 
    • By clicking on a new Category: 
    • Sales by Sub-Category should be shown on a bar chart below it.
    • The name of the Sub-Category must be preceded by the following string ”     ↳”.
    •  The total amounts of sales of each of the Categories must be shown as text.
    • When doing again, click on the previously selected Category or when clicking on any of the Sub-Categories a Drill Up is applied.
      • The original view will be restored, that is, sales by Category will be displayed on a bar chart.
  • Use the right arrow “►” and the down arrow “▼” to indicate when the details are displayed.
  • The information must be sorted in descending order by the amount of the sales of the last year.
  • Match the edges of the rows and the shading of the rows to highlight values.

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 @RosarioGuanag @AnnUJackson@LukeStanke@lorna_eden, and @curtisharris_!

Week 34: Can You Build a Top N Bar Chart on a Single Worksheet?

We’re in week 3 of Community Contributor Month.  This week’s challenge is brought to us by Jeffrey Shaffer.  Jeffrey is a 4 time Tableau Zen Master, co-author of The Big Book of Dashboards, and maintains several websites (including must-bookmark TableauReferenceGuide.com).

So where did the challenge come from?  Here it is in Jeff’s own words:

This Workout Wednesday comes from a real-world example where we wanted to show the top N dimensions within another dimension. This could be done on multiple worksheets, but building this on a single worksheet was more efficient.

The dataset this week is the Superstore data and we will be showing the Top N Manufacturers by Region. The Manufacturers showing in the Top N will be different from Region to Region, but the “Other” category of Manufacturer is the most frequent. Therefore, we will give the user the ability to turn on/off the “Other” category of Manufacturer and enter how many N to show in the Top N. All of this should be done on a single worksheet.

Click to view on Tableau Public

Requirements

  • Single Worksheet
  • Create a bar chart showing:
    • Quantity by Top N Manufacturers by Region – note that the top N are different from region to region.
  • Format the bar charts as close as possible.
    • Show Quantity in descending order.
    • Right-align the Manufacturer name
    • Show the Quantity label on the bar and remove x-axis labels.
    • Show a single line for the y-axis without any other lines.
    • Color the Manufacturers, the bars and the labels by Region (ex. Nuriel Stone).
    • Remove Tooltip
  • Use a parameter to control for N in the Top N.
  • Use a parameter to include/exclude the ‘Other’ category.
  • Use the Top N value in the title.
  • Highlight the Manufacturer name on hover.
  • Include the rank with the Manufacturer name on hover.

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 @HighVizAbility@AnnUJackson@LukeStanke@lorna_eden, and @curtisharris_!

Watch the Solution

2019 Week 33: 2018 IronViz Finalist Corey Jones’s Table Challenge

This week are excited to continue the community challenge month by welcoming Corey Jones. Based out of Philadelphia, Corey was a 2018 IronViz Finalist and is an avid sports fan.

One of the great things that comes with working with a talented team is that you have the opportunity to learn from and push each other to improve. I am fortunate to work with Garvi, Kizley and (twitterless) Hima. Often we are challenging each other to solve formatting tricks or other problems. Today, I bring you a challenge from our team:

Listen, we all have had to create a table in Tableau. And if you are like me, you’ve probably been asked “Can you shade certain rows?”, or even better, “Can you make some rows bold?” Typically, I say no — because who wants to do that — but today we are going to practice. I hope you like formatting, because this week is all about creative formatting!

Challenge – Intermediate


Click image to view on Tableau Public

Requirements – Intermediate

  • Dashboard size: 900 x 600
  • Dashboard is filtered for orders in 2018.
  • You may use up to 3 sheets — no transparent sheets.
  • Create a KPI table of Sales, Profit, Profit Ratio and Quantity:
    • Table is filtered for a user selected region
    • Rows appear shaded for sub-categories where the filtered region contributes greater than a user-defined value for % of total sales
    • Row shading must remain when dashboard is filtered for subset of subcategories
  • Create a stacked bar chart that highlights the percentage of total sales coming from the selected region
    • Color the sales related to region selected — the remaining sales should be outlined
  • The title updates dynamically for region and percentage threshold.

 

Challenge – Advanced


Click image to view on Tableau Public

Requirements – Advanced

Same rules as above, plus…

  • KPI Table:
    • Rows appear shaded and bold for sub-categories where the filtered region contributes greater than a user-defined value for % of total sales
  • Stacked Bar Chart:
    • Labels are on the inner edge and the labels may not be manually positioned
  • The entire dashboard should appear as one worksheet with no gaps in row dividers.

 
 

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 @CoreyJ34, @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.

Solution

Watch

Sorry, the solution is not posted, yet.

 

Week 32: Can you create step area charts?

This week’s workout comes from a special guest, former Iron Viz champion Klaus Schulte! Klaus has come up with a great challenge for all of you; he and I (Curtis) will be your coaches this week. Thank you Klaus!

Step line charts have been introduced with Tableau’s 2018.1 release and it’s really hard to remember that there was a time before, where it needed a little hack to create such a step line. For the area mark we haven’t got the same options to create step area charts yet. During my talk at TCE in Berlin some weeks ago I demoed how to create them using one extra copy of the data.
After my presentation in Berlin I talked to Ann about my step area chart and she was wondering (I assume she was already knowing) if there was a way to create such a chart without doubling the data and using table calculations instead. Well Ann – you were (of course) right!

So, my #WorkoutWednesday challenge is about creating a step area chart!

Challenge

Click to view on Tableau Public

Requirements

  • Dashboard size: 1200 x 600, you only need one sheet 
  • Create step area charts on category sales 2018
    • Data densification is not allowed, please use Superstore as-is
    • Label the first and the last month
    • Match formatting (and padding) as close as possible
    • Colors are up to you!

Bonus Requirements

  • Highlight the months with the biggest (absolute) increase and decrease of sales compared to the previous month
  • Label the highlighted months – the maximum decrease at the bottom and the maximum increase at the top

Bonus Requirements

Any Superstore data will do!

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @profdrkschulte@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 31: When #WorkoutWednesday meets #PreppinData? Can you create a Hub and Spoke map?

This week, alongside WorkoutWednesday we have a new collaboration, which gives you a chance to try out another community project,  #PreppinData. PreppinData is a like workoutwednesday but with Tableau Prep Builder. Each week they give you a messy data set, some requirements and a finished data set, you then have to use Tableau Prep Builder to clean the data set and get to the final outcome. This week we start off with a PreppinData challenge, which then feeds into WorkoutWednesday. Are you ready to truly feel the Burn?

To celebrate Tableau’s Music month I found a great data source on one of my favourite artists (Ed Sheeran) that led Carl Allchin to ask a question about one of his faves (Ben Howard). We want to analyse the two artists careers based on their touring patterns and as two UK-based singer-songwriters who appeared on the UK music scene at similar times, how have they developed.

For the #PreppinData challenge please click here. This is where you will get the data from.

 

Now for the WorkoutWednesday challenge.

 

Click to Interact

Requirements

  • Dashboard size: 1600 x 900
  • Version 2019.2 needed
  • Group Locations into Regions
  • Create Hub and Spoke maps (no extra data prep required other than whats in the PreppinData Challenge), North and South America, Europe, Middle East and East Asia and Pacific.
  • Word Cloud of All supporting artists which an action per region.
  • Formatted Tooltips
  • Colours and font consistent.

Data

Here you can find the output from the #PreppinData challenge for those who want to just to the workout,

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 #PreppinData and tag @AnnUJackson@LukeStanke@lorna_eden@curtisharris_! @DataJediNinja and @JonathanAllenby

Track Your Progress

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

Hints

Check out this blog by Tableau

Week 30: Creating a Navigating KPI Block

If your schedule is anything like mine, then you’re probably enjoying the summer months – using vacation time, nicer weather, summer holidays, and a generally more relaxed schedule.  To help keep that vibe going, this week I’m challenging you to a very straightforward build.  This is an extremely simplified version of something I recently built and leverages new features Tableau has brought us this year.

Your challenge is to build a 4 block set of KPIs (maybe Big Numbers is more appropriate) that upon clicking drills into bar charts showing Sales by the chosen dimension.  Nothing overly fancy here – just a hands on opportunity to rethink how you can use navigation to create better analytical tools.

click to view on Tableau Public

Requirements

  • Dashboard size: 600 x 600, # of sheets is up to you
  • Create a 4 block of KPI/BANs representing the distinct count of
    • Customers
    • Cities + State combo
    • Product Name
    • Order IDs
  • Users should be able to click on a box and navigate to a bar chart that shows Sales by the chosen dimension
  • Match formatting (and I’ve turned off all tooltips this week!)
  • Colors come from Hue Circle

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.

Watch the Solution

2019 Week 29: Which months do we see a higher number of orders?

Last week we were putting together a deck for an executive team and we wanted to show the seasonality of data while still showing the overall average. In our time crunch we came up with our challenge for this week!p

Challenge – Intermediate


Click image to view on Tableau Public

Requirements – Intermediate

  • Format: 900px by 600px
  • Create a line that shows the total orders per day by segment. Show the value on the left side of the line.
  • For each month, show a bar above or below the line with the orders per day for that month.
  • Label the bars with the percent difference between the monthly value and the overall value.
  • Match tooltips.
  • Color choices are up to you.

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.

Solution

Watch

 

Week 28: Workout Wednesday Weather

I recently came across a material design style guide for data visualization, and wanted to try some of the concepts. Google has many design guides based on their material design concept, but none related to data visualization until just recently. These style guides are great for getting new ideas, just make sure you don’t get too hung up trying to precisely replicate in Tableau… it won’t always work out that way! For this week’s challenge, I decided to focus on one specific visualization from this particular style guide:

I’m going to go ahead and say that someone out there could replicate this 100% accurately in Tableau, but there are a few elements where the juice just isn’t worth the squeeze. I chose this particular chart because of the elements that focus on, or could focus on scale. With that, here is this week’s challenge.. average monthly temperatures in the home bases of the Workout Wednesday crew.

Click to see the Tableau Public visualization

Data

https://data.world/curtisharris7/workout-wednesday-2019-week-28

Requirements

  • Dashboard size 1000×800
  • All elements should be in a vertical container, except for the filter
  • Provide 150px padding on all sides of the vertical container
  • Make sure values display the degrees symbol as a suffix
  • Axis should display marks every 20 degrees, and should provide context to the reader at the top most mark
  • Add a reference line for the current month, that will update automatically as the year goes on
  • Add a circle over the point in the lines that represents the current month’s average temp
  • Add a label for the hottest city, in the current month, for all of the cities in the view
    • If you filter out Phoenix, the label should move to Salt Lake City
  • Add a simple color legend that updates as the filter changes
  • Turn off tooltips – not necessary for the challenge

Solution Video

If you need some help, check out the solution video!

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.

Week 27: Can you build a dynamic KPI view?

How often do you think about scale? Making sure my dashboards scale over time is one of my top priorities whenever I start a new project, so this week’s Workout Wednesday is going to be focused on building a solution that will scale combined with standard KPI views. I’ve been asked to build KPI views many times in my career, and I’m always looking for ways to inject pieces of interactivity, while keeping the high level view in tact – this challenge should help you think of ways you can incorporate Workout Wednesday directly into your work.

Have fun!

Challenge

Click to view on Tableau Public

Requirements

  • Format: 720x420px
  • Create a summary view that can display the Category or Segment dimension on demand
    • The summary value should represent the profit ratio for the most recent week/month/quarter in the data, depending on what your date parameter is set to
    • The additional up/down number should represent the absolute percentage point change from the previous week/month/quarter
  • Create a dynamic color legend for the Category or Segment dimension members, that highlights the dimension member your user is hovering over
  • Create a line chart that displays the overall profit ratio for the last n weeks/months/quarters (as decided by the slider in the top right)
    • The line chart should also support an additional line for the dimension member your user is hovering over
  • Turn off all the tooltips – you’re welcome
  • Where you are assuming black, use #181818 instead
  • Where you are assuming white, use #e6e6e6 instead
  • Match all other colors as close as you’d like

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.