Posts tagged set actions

2019 Week 2: Order Sales Spread by Region

Happy New Year!  It’s time for my first Workout Wednesday of 2019 and I hope you’re ready for a challenge.  This week I’ve decided to take inspiration from a trick or two from past workouts and combine them with some recent work I’ve been doing.  To be more specific, one thing about Tableau that I like is that you can set independent axes for continuous measures if you’ve got headers on the same shelf (rows or columns).  But what if you wanted to have independent axes and headers aren’t on the same shelf?  The workout this week explores that idea and puts it to the test – I’ll be honest, the jury is still out for me on if this works well with the Superstore data set, but I can absolutely see value in this if we were to have a similar metric with extremely varied ranges.

In addition to exploring how to get over that obstacle, I also wanted to play around with date filtering.  This week you’ll be exposed to a user-friendly calendar that doubles as a filter OR highlighter.  I’ve found that it represents a great way for end users to freely pick a single date, multiple dates, date ranges, random individual dates – pretty much any combination that they would like.  Calendars are also familiar visualizations of dates, so I think it’s quite comforting – and additionally it serves as another layer of information – when there isn’t any data, there isn’t a square for the date.


click to view on Tableau Public


  • Dashboard size: 1200 x 800, jitterplots must be one sheet, everything else is up to you
  • Create a jitterplot that shows sales by order ID (no need to worry if your jitter isn’t exactly the same as mine)
    • Ensure that each plot behaves as if it has an “independent axis” and spans the extent of data within each region
  • Create a calendar view that can be used as a filter or a highlighter
    • When used as a filter, chosen dates will filter the jitterplot
    • When used as a highlighter, chosen dates will change to a darker color in jitterplot
  • Create a footnote that is responsive to the date selection
  • Create average line & callout that are responsive to date selection
  • Match colors & tooltips please 🙂


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


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

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.




Click to view on Tableau Public


  • 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.


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


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.


  • 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 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.


  • 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 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 #WorkoutWednesday2018 and tag @VizWizBI, @AnnUJackson, @LukeStanke, @RodyZakovich, @lorna_eden, and @curtisharris_.


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