Tableau speed charting | 50 charts in 50 minutes

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hello and welcome to 50 charts in 50 minutes I am how many of you have come to this some of the sessions that Jeff and I have done over the over the Q turn your lights down a little bit it's I'm kind of blind a few of you okay so this is our fourth year in representing the last two years we did a tips battle and it's one in one but this year we're not keeping score I am but he's not so for those of you how many of you are planning on trying to take notes in this session okay don't bother you won't be able to keep up it's recorded so watch that later but for those you don't know me I'm Andy Creed well I'm the head coach of the information lab data school in London and this is I'm Jeff Shafer I'm the chief operating officer for a company in Cincinnati Ohio called you know fund and adjunct professor at the University of Cincinnati all right you ready survey alright huh tell them about the survey oh yeah yeah yes so we don't have a slide for this survey but feel free to fill it out now all if you're not gonna give a five don't fill it out okay so it's not good I think that's good we're ready to go all right so to get started we're gonna be doing a lot of stuff with blue and green pills right do you understand tableau blue and green a lot of you might out there might use the show-me for some of these charts we kind of got together and so we're not going to use the show-me for any of this so we're just going to be dragging and dropping pills if you're not familiar with tableau show me it is not a chart generator like excel it doesn't generate charts like excel it just moves pills around on the tableau canvas so that's what we're going to be doing we're just gonna be moving a bunch of pills around we're gonna do that on an x and y canvas columns and rows and hopefully generate a whole bunch of charts some of them are blue some of them are green that's discrete and continuous and that really affects the way that some of the charts go so if you're expecting to click a lot of show me here's what Andy and I kind of think of the show me it's really just a pill pusher just moves pills around in the tableau menu so we're not we're not going to do that we should've made the pill blue and green we could have yeah great idea alright so we are going to be doing a lot of double-clicking and tableau has a smart engine for its double clicking I call it the tableau order of double click operations you know for those of you who watch the tableau order of operations and this is how some of that works when you double-click on a geographic field you get a map when you double-click on a measure it goes to places on the tableau can that's depending on the order in which you click it so we're gonna talk about that as we do some of these you're gonna see us kind of do that to get fast and furious sharks and so on we go I'm gonna take us out of presentation mode so to start with I'm just gonna build some bar charts so I'm gonna use the old coffee chain data if you've been using tableau for a while that's a it's a good data set it's a really good data set so here we go we're gonna just build some stuff so I told you we'd be double clicking a lot I'm gonna start with sales I'm just going to double click sales and what happens to it it goes to the rows I get a bar chart automatically I think we saw that on devs on stage actually and then I'm gonna go up here to product line and double click product line and that's gonna go to my columns so now I have the rows and columns with a bar chart right very simple when I hit the plus sign because it's hierarchical data that'll break itself down I can rotate the chart to get a bar chart I'm gonna kick it an entire view and we have a regular old bar chart simple enough right all right let's do some fun stuff with that bar chart let's start adding a target line I can add an average line to it I can do it at the pane this is the average of each individual segment we'll talk about you know coffee versus expresso I can also add the average line against the whole table so you can see the average of the whole table what happens if you wanted to see a different target for each one of those though and we're starting to get to a bar chart with a target line so you probably know this from our tip session but you can drag these reference lines off just click them and drag them they'll go away that's a fast tip for you we're gonna go back to our data and there's a budget we have an actual and we have a budget we want to put a budget line on it so here's budget sales I'm gonna add budget sales to my details and the reason I do that is because now budget is being used by tableau in the view it's not showing anything yet I'm going to use the same technique I did before with the average line but this time I'm gonna do it with a reference line drag that over on the cell and I'm gonna point it to this new field that I added which is budget sales if I wouldn't have put it on the details it wouldn't have shown up in this box and now I have a bar chart with a target line just because the size of this monitor I'll make them really thick and really big so you can kind of see them in the back there alright what if I wanted to turn that into a bullet chart so you probably this one of the fast things you can do with the show me and go to show me and make a bullet chart well all that is is distribution bands same thing I take distribution brands I bring it over and put it on the cell and I have distribution bands to turn it into a bullet I can set the threshold 60% 80% 70 90 whatever I want and boom down here there's a fill above and fill below it'll fill above and fill below those marks and I have a bullet graph in something like this I probably need to take off the reference bands because they're the I'm sorry the grid lines there's like white grid lines on this one so I'll just format the grid lines out of my columns so that I have a nice looking bullet graph easy enough couple extra steps then maybe the show me but if you were to use the pill pusher let's go make a bullet chart with the pill pusher I'm gonna go down here and select the same data I can take the budgeted sales the actual sales I'm gonna hold down my control key here and I'll take the product line and I'll go to my show me and hit bullet graph and I can kind of do the same thing that I did before you get the same looking chart however there's one problem if you look down on the x-axis you'll see that the x axis is actually budget sales so my blue bar is actually the budget and my line my target line is actually the actuals and that happens a lot if you're using the show me your pill ends up in the wrong place now you can fix that just go down to your x-axis swap your reference line fields it'll flip the two of them and you're back to where you should be so just a quick tip on that one be careful of where it puts it all right let's do a stacked bar moving on we'll do a stack bar let's do something overtime I'm gonna use a complaints data from a complaints dashboard that we have I'm gonna do time as in a date so there's the date it says you're up there of the time and I'm gonna measure the number of Records for the number of complaints so I'm just gonna put that on my rose I'm gonna take that time out now instead of hitting the plus all dates have a plus sign in there and the hierarchies built out watch watch what happens when I double click date again date will go in there again on quarter and date will go in there a third time so there's another fast way to get your hierarchy up there you can use your date's like that and I'm just going to make it year and month and I have this status here I think it's called closed or tight description one of these - I'll put type description up here it's definitely not that and closed I think it is there we go don't make the first stack bar chart make the second one right one stack so all we're doing there is we're taking a dimension I have a closed-open for complaints what are open complaints what are closed complaints and I'm simply coloring by them to make the stacked bar chart alright we can make a small multiple or bars where we have multiple lines for example we're gonna use that same I'm gonna use the superstore data this time and I'm gonna take the ship mode let's take ship mode and put them on the rows our rows are our Y access Y accesses your rows so your ship modes are on your rows I want to do something else on the x-axis I'll just do a quantity so quantity X access that's gonna be our columns right we get a bar chart but if I take that quantity and move it down to be on the same y axis then I get the bars going the other way I just flipped the access that's great let's see that over time I have ordered 8 I'll put that here I'll make it a bar chart and I'll hit the hierarchy and show it over time so now we have the quantity over time maybe we'll color it color it by ship mode as well put ship mode on color so there's a small multiples bar chart now let's do a bar in bar there's a couple of different ways that you could do a bar in bar chart I'm going to use that same actual and target data that I just used in the coffee chain data so I'm actually gonna start in pretty much the same way I'm gonna start with a bar chart we know how to do that double click on sales double click on our product line hit the hierarchy and bring the hierarchy down and maybe rotate the chart so easy enough we just repeated the bar chart to do a bar in bar I have two ways of doing that actually there's more than that but I'm going to show you two here today the first one I'm going to do is using a dual access so I'm gonna take the budget sales and I'm gonna move it up next to sales and so I have that's gonna ultimately create two charts I'm gonna put them on the same chart with a dual access right here now notice that tableau changed my mark types on me does that frustrate anybody in here yeah that it changes mark types that's the automatic that's doing that if I were to set that to bars before I do the dual access then it'll stick to the bars when I flipped to the dual access just because of the automatic mark types okay the next thing I'm going to do is change the size of one of these let's make the size of the let's take sales so I want to take the size of the sales and I'll make it down and you'll see that I have marks here right you got one mark that's kind of on top of each other you can do this with the pill up here on the pill flip your pills around hey one one on top of the other easy fast way to do it I just flip the order of my pills on my columns and then one mark went on top of the other mark and I have a bar in bar if you were doing a dual access I skipped this step kind of on purpose here what you want to do is make sure that you synchronize that access so always on show the header here always synchronize your access when you're doing something like that do you see the bars move right they weren't in the right place so if you don't synchronize your access and you'd use a dual access they're gonna end up in different places make sure you do that all right let's do bar in bar in a slightly different way this time I'm going to double click sales double click our line I'm gonna do the exact same steps just kind of put this out there and have the exact same chart now instead of putting that target in this view as a dual access what I'm gonna do is I'm going to use measure names and measure values and so I can set this up with with sort of a dual access with a single pill so let's do that let's take where is my budget sales right there I'm gonna drag budget sales over top of sales see the x-axis at the bottom over top of my x-axis at the bottom notice a change to measure values all my columns I added a pill right on my on my x-axis that's awesome so I have that right and then from here what I need to do is my measure values ended up on my rows I need to remove that measure values I'm gonna move it over to color and color them I'm also gonna add measure that was measure names I said measure values I'm sorry measure names I'm gonna move measure names to size and now I can size the bars differently and in here I can change which mark is on top of each other just like that I can do that and I can change the size of it I need to change the size to make my bars maybe a little bigger hmm and finally what do I need to do my stack marks here off same chart exactly the same view basically the same steps it's just a slightly different way but I freed up my access now I don't have to use my dual access for that all right the last nope I have another one here histogram we're gonna do a bar chart that is a distribution when it's a distribution you're going to use a bin of something right so I need to bend something I'm gonna take a look at what I've been here I've been the number of records on this data set so let's just go to a number of records let's create a bin and do a create a bin we can create the bin of whatever size we want I'll just put it in tens or something for the data set and now I can use that bin just like I would use anything else let's put the bin on our let's put a product line on our columns I'm sorry been here yep and then number of records in each bin and kind of the same thing I have a histogram I'm doing it with categorical data you could do with time data same sort of thing but with bins instead of instead of bars really works well for measures like continuous data alright and let's do a Pareto chart that's another version of a bar we're gonna take a bar and we're gonna dual access a line on top of it really just like we did with the other techniques that we did so let's take sales let's take our Product ID I click the wrong fields alright there's my first mistake right all right sales and products ID again we're gonna build our bar chart I'm gonna sort it so there's a bar chart and I need to do a dual access for this so I'm gonna take some of sales I'm gonna duplicate it this time before I do the dual access I'm gonna create a quick table calculation into a running total I'm gonna change that to a line and now put it on a dual access alright it changed my bars remember I had it on automatic so it changed my bars the last step I need to do is change this secondary Y axis over here it needs to be a percent because it's a running total but it's a running total in a fixed dollar amount so I'm gonna add a calculation here and edit table calculations I'm going to go and add a secondary calculation and say that it's going to be a percent of total and when I do that now my chart is going to show me a Pareto with a running up to a hundred percent with a bar chart how we doing here and bands the last session just talked about bands big numbers big annotated numbers angry numbers or and he'll tell you what it really means this is just simply thank you Andy watch what happens when you double-click measure names double click measure names you get a bunch of numbers it's a text table that's all of the measures in the field so there's the start of my numbers I can pick which ones I want because I'm using measure names and values again so I'll just pick those four here and then I can use that same thing measure names the different measure names here I can actually use that on color that'll change the color of them all this is really nice because now I can go in here I can make them let's make them big because they're big right so 36 there's our big numbers and if I want to include the names like discount and profit and quantity and I want to make those colorful too I can add those to the text so now I have a text annotation for my big numbers I can make the bottom one smaller and I have some really nice designs bands and now to you boy that that took a while alright I'm gonna go faster how about that alright okay so I'm gonna start by it you may have seen some of these before but that's okay I'm going to repeat them anyway because I know them so like Jeff said we can double click on things but in this particular case I want to do a a bar chart that has no axis so I'm going to take the sales and drag it to size switch my mark type to bar put subcategory on the rows sort it and I have a no access bar chart all right so we from that we can then create a lollipop did everybody catch that is that pretty cool okay I think it's pretty cool yeah okay now I lost my train of thought here okay so Jeff showed how to build a bar chart so we'll do that and I'm like Jeff did I'm gonna just duplicate the sales field I'm gonna change this one because Jeff showed me this yesterday to a bar I'm gonna make the second one a circle and then I'm going to I'm gonna do dual access by dragging it there instead because that's my that's my preferred method I'm gonna make the circles bigger and then make the bar smaller see they like it across the way too and then like Jeff said make sure you synchronize and there you go you've got lollipops now there's a derivation of the lollipop that I came up with this week called a cue tip chart does everybody know everybody knows what a cue tip is I assume right okay so a q-tip we actually need a circle on the left-hand side as well so to do that I'm just gonna double click in the shelf do the average of zero and I'm going to now create a shared axis on the one has my circles and now I have this measure name so on measure values I'm gonna move actually measure name so I'm gonna just take off I believe there we go all right and then to make it look like a q-tip I'm gonna make these white and put a blue border on them and then I'm gonna make the stick like a light blue because they seem that see there's your q-tip chart okay so people like this one that I did for makeover Monday a while ago so I'm gonna do something similar this time I want to have like nice rounded ends on the ends of my bar chart so I'm going to again do the average of zero oops my computer's deciding to be slow and I'm gonna make them a shared axis so we get something like that and I'm going to change my mark type to a line and I'm going to move measure names to the path so the path just plays a game of connect the dots I'm gonna make these bigger and now I've got nice rounded bar charts but if you don't want the rounded on the left hand side because it goes lower than zero just double click on your axis fix the bottom to be zero and then set the right hand side to be automatic in case you filter the data and now you just have a circle at the one end okay so now this is a this is another one that we came up with at the data school a couple weeks ago called a thermometer chart so you know how like when people do fundraising and they have like a thermometer and they count up so I thought maybe would make that a chart it's another really stupid chart you shouldn't really create but it's fun so in this case I'm looking at the bar and bar like Jeff showed and my favorite thing again I've done this three times in a row now is to make an average of zero and I'm gonna make this dual axis and I messed that up okay so let's take measure names off I messed up something here so this is when I hit use my favorite feature which is undo and I go back here I'm gonna make this a bar make this one a circle and now if I do access them and I synchronize I still put measure names on there which is super annoying so I'm gonna remove it from there and remove it from there and what happened here okay let me get rid of those please make it a circle and now if I make it bigger and color it the same color as my inside bar it kind of looks like a thermometer doesn't it look like a thermometer if you turn it it look like thermometers or like those things yeah it's really really stupid I didn't say you were gonna learn anything okay so another derivation of this is like a barbell chart so in this case I want to compare 2017 to 2018 so I'm gonna do something different and use subcategory and they didn't get that okay then they didn't get that at all so I'm gonna put 27 2018 I've created a calculation for 2018 sales let me just show you that real quick and if I look at it this way it says if year of order date is equal to 2018 then give me sales and I just duplicated that for 2017 so I'm gonna do the shared access again and move measure names to the detail shelf and make these circles okay so I've got that and now I need to duplicate that and on this one I want to play the game of connect the dots so I'm gonna make it a line looks hideous so I'm gonna move measure names to the path shelf and then dual-axis you see I did a different that time move these marks to the hour synchronize come on move these to the back and then on this on the circle shelf I'm gonna put measure names on to color and there we go so now I have a barbell chart now in this case I would probably sort it by 2018 sales oh this is the new sort window field I'm using the 20 the the what is this 20 beta beta yeah 20 18.3 beta okay so now you can see they're all sorted by the orange and I can see like machines right here has a year-over-year decline so that's a barbell chart so Jeff showed stack bar charts but I'm gonna show it again so I've got let me put it in my columns this time and I'm gonna put sales in the rows to make it bars oh and I've cheated there let me remove that okay so I'm gonna put region on the color shelf and what I really want me do something smaller what's this smaller maybe segment that only has three and I think okay there we go so if I turn all my labels by hitting the little text button up here that's all your labels on you'll see they're all in the middle what I really want is to show the grand total so to do that I'm going to go to the analytics put on a reference line on the cell level and with any luck they break why didn't that work okay so level okay and now I have a small little line here so I'm gonna edit that and I'm going to tell it to use the value for the label I'm gonna hide my lines turn off my show recalculate which I wish I could do by default and there we go so we now have a let me just sit it to an entire view if they're cut off for some reason but you can see you now have the total at the top of the bar chart all right and I hate pack bubbles so let's learn how to make pack bubbles okay so this is a data set I made up about car purchases and let's say we want to look at the price so I'm gonna put price on size and then I want to look at it for the make of every car I think it's make I want to use okay so let's put that on detail and it defaults to a tree map but to make it a pack bubbles I'll just go and switch the mark type it's a circle so once you have an ugly chart like that you can color them which is fun so let's color them by the color of the vehicle so there we go so now we've got circles like that even more hideous and then if you really want you can turn that into a bull's-eye by putting order date on to detail and now you've got a nice little bullseye and if you really want to make your stakeholders upset you can make it a small multiple bullseye so let's put purchase date onto the columns and let's stick it here on the rows do you get something like that okay don't build anything like that please okay Jeff had another name for that one earlier but I shouldn't I'm not gonna repeat that one okay this is being recorded okay oh that's true yeah okay so in this case I'm gonna do a diverging area chart so this is think of this as like a population pyramid or some people call it a bikini chart because it kind of looks like a bikini so in this case I've created a calculation to pull out the Jeana if the gender is female then return the population and I duplicated that and switched it to male so the first thing I'm gonna do is I'm going to put your onto my row shelf and put female on my columns and notice how my years are backwards so I'm going to edit my axis and switch that around so the most recent year is at the top reversed ok so we got that and I'm gonna switch it to an area chart alright so we got half of it so we won't do the other half so I'm gonna take mail and I'm gonna do my little shared access thing here you know it's shared access because you see the two green rulers alright but now they're stacked on top of each other which I don't like so there's two ways I can fix that one way is I could just double click in this cell here and make it a minus and now we can it automatically switches it the other way is to actually just change your calculation so I could come in here and just put a minus sign at the front in front of my if and I get it that way the problem now is I've got this ugly formatting at the bottom with the negative signs you see all the negative signs in there I don't like that so what I like to do is set my default number format I'll go in here too oh I already did it okay sweet what I would have done is I'm going here to a number custom set it to zero and they'll go down to my custom option and you'll notice tableau automatically sets the negative the negatives with a negative sign in front so it's just gonna reformat that and hit OK now this one's still my stuff because it's using measure values if I hover over you'll see mail is positive so I can format this one the same way and just go into what is it numbers custom and I'll just do pound come on compound comma semicolon and there we got listen I've got all positive values so should your turn next great it is okay yeah I think so so you know you used to go faster ok we're good that's it so far all right we're gonna make a table every all the clients asked for tables right we kind of we already made we already made a really a table we use the measure values when it means the famous sub category field again here so on the superstore data I'm just going to take our sub categories and put them on the rows and I'm gonna just take our measure names in our data we're gonna put that on our columns you'll see there it's starting to fill in and we take our measure values we put it to our text we've got a table easy enough what if we want to color that table well I can color it let me take some of these off of here I'll take max and number of records off and let's just take those two off so I have four columns let's color it well I could color it by the measure names so they're you know each one is colored that's fine I could color it by the measure values to show low and high values and that's okay really hard to see these numbers right so in the mark type I could change this to a square now I have a highlight table the problem here is that they're all on the same scale so thankfully we can we can actually change that now on our measure values tableau I don't remember what version they gave this use separate legends so just right-click on that and we can use separate legends and that way I can change the color of each one of these and thank you and easy enough to change these so we can have different colors for the different ones I won't change too many of them but just to give you a different look at at how that might look all right let's keep going dot plot we're gonna start here we're gonna get into some plots maybe you haven't heard of but maybe they're useful to you so I think this will be a good section for you I'm gonna start with life expectancy of a female and this is in the regions of the world this continent so I'm gonna double-click on continent that's the life expectancy of the females now I'm gonna make that a dot plot so I'm gonna go to my marks card make it a circle I'm going to add country to the details that's going to burst the dots by all of the countries so now I have the dots for each country I'm also going to add region to color just so you can kind of see that I'll kick it in an entire view and that's great some dots are on top of each other if I go here I can my access maybe to 40 and help the view a little bit maybe I maybe it'll spread some of the dots out another trick I like is to change the opacity and put a little border on it back and that can help but we still have lots of dots on top of each other so the next one we can do is a jitter add jitter to it right in line formula on the columns I'm going to double click so now I can type a formula I'm going to type the word random open and close parenthesis and now I have a jitter plot that easy we have jitter okay then what if I want to add some more information I could do the same trick I did with some of the other plots with the average line maybe I want to put an average line in for the pain to see where the average is I could maybe do a box plot there's another chart type this one lives in our analytics tab we can bring the box plot over and we can show a box plot and I can format that let's make it a color or give it a little opacity and we now have a box plot with jitter that's pretty cool right all right let's keep going let's take the box plot off drag it off take the average line drag it off instead of using random I'm gonna do something different I'm gonna do an index all right so I'm gonna go up here and modify that formula I'm just gonna say index IND e^x open paren close paren all right that's going to put our circles back together the next thing I'm going to do is take life expectancy and I'm gonna bin it in some bin doesn't matter what size but I'm gonna bin it and create some different chart types with that so let's start with a bin of 0 I actually want I mean so there's life expectancy bins of 1 this new field that I have bent I'm gonna take that life expectancy and I'm gonna put it on my details that didn't work on my details please and then I'm gonna take this index calculation and tell it you know what I want to compute this index using country not region country life expectancy and I want to take life expectancy and move it up so it's at the top I'm gonna have it restart every bin so everyone it's gonna restart and I'm gonna custom sort it so that it'll sort by the life expectancy of the female which is an average and now I have sort of a unit histogram of all that in what's really cool about that now that it's a bin I can go in and adjust that bin and with one adjustment I can create a chart called a wheat plot this is something Stephen few wrote about because he's not keen on jitter so instead of jitter he would prefer to see the data more like that and now it's in bins of five where the values are going up no dot is on top of each other and every five it restarts and the beauty of that is is I can go into the bin this is a nice little thing when I edit it of course I can say let's use a new parameter I can call it bin size right call it bin size I'll make the current value minimum one minimum one please and maximum of ten and step size of one click OK and now I'll make that a step slider and now my wheat plot is I can put it in whatever size bins I want or back to a histogram so there you go [Applause] this is not gonna build that but the same technique I use for a dashboard in the big book of dashboards it's the speaker ratings and you can size those dots by the number of people in a session so the big dots are more people just kind of give you an idea what that looks like but only five ratings yeah only five ratings please yeah all right I apparently I pre-built this map so we will not do that all right this is one of my favorites in tableau building Maps this is my I guess my fast portion of the the evening here so any geographic field I have four Geographic fields here country state city postalcode they all generate a longitude and latitude when you double-click them what do you get you get a map it's that easy right longitude goes to columns latitude goes to rose state goes to details and then if I want to color a map I put profit on color I get a shaded map if I want to put sales on size it now sizes the dots and I have symbols on a map so I can get both of those and what if I want to do both want to do I shade it and a dot well then I duplicate the pill in this case longitude I'm going to duplicate it next to each other on the second marks card I'm going to take off my sails I'm gonna put the profit down here on color and I'll dual access this we don't have to synchronize a map we do have to make sure our marks are on top otherwise we won't see the dots that are underneath it and now I have a dual access where I have sales as the size of the circles and I have profit as the color in the state so you can do a dual access map there all right what if we want to tile it all right well there's thanks to a whole bunch of people in the tableau community starting with Brittany Fong and Matt and a whole bunch of people we have hex Maps polygon maps and so let's build a hex map and a polygon in matte template be columns well guess where columns and rows go rows go to rows columns go to columns that's easy this is his data and he tells you how to do it you put state on your details in a burst your state and now you're starting to see the outline of the United States it happens to be upside down but I'll flip it you can kind of see the shape of the United States now this is nice because I can use whatever shape I want I can size them the way that I want I can make circles so in this case I'll make I'll use filled circles and then I'll go back to my super store data and put profit on this profit will now linked via state and there's profit by state you'll kind of realize that you don't know what state is what so they gave you abbreviation you put abbreviation on label and then you just align your label here in the center make sure that you have your mark on and you have basically a tile map that's with circles if you want to do other shapes you can download and do custom shapes you can do shapes any kind of shape so I have pre-loaded some hex shapes in here and we can create a hex map so let's go down to some hex shapes and I'll use this one and you'll see we have a hex mat we'll make the size a little bigger so they not that big there we go and now we have a hex map we do the same thing with a polygon the polygons are nice because you don't have to mess with the size shelf same data set this is I think Roddy did this one so there's an x and y again guess where they go if you double-click Y it goes to your rows double-click X it goes to your columns that's the X and y axis you put your state on your details you see what I'm doing it's exactly the same steps as the other one and when I go to the superstore again I add profit put profit on color and I get the same sort of thing and I can do this in the same way with with polygons so same same data set really there's the polygon version of that this is exactly what I did in the big book of dashboards for my complaints database that is a hex map that uses the shape technique here's another variation with a dual access and some variations that people have done online I use that variation actually right there to build my zombie map will your state survive the zombie apocalypse all right with that I'm over to unit turn ok so Jeff introduced me to a new word today called Chernov the Chernoff face is that a person this person hasn't made a chart like so I decided well I'm he showed you guys how to build a hex map but I'm gonna do it as well so let's put rows and columns like Jeff did now I put a negative in front of mine so I don't have to reverse the axis every time and I've got this let's just I've created a calculation to determine whether or not the profitable we get colors like that actually I don't want it on color I want it on shape and we get squares and circles well I have loaded up a palette of faces so emoticons so my false ones they're sad the true ones are happy and now we have nice little smiley faces in there but you know I like emojis so what I'm gonna do is I'm actually going to duplicate my rows field I'm going to make this one circles instead of shapes and I'm going to color them yellow and now when I dual axis it I get nice little I have to synchronize and then move this one to the back and we get emojis like that okay but really who needs a Chernov when you've got cats so I'm going to take my new profitability and put that on to shape I'm going to double click on my shape shelf and if you're really cool you have a nice little cat's emoji I'm going to do the falses or sad cats the truths are the eyeball cats hit apply and now we have a cat map that's 4 and Jackson yeah she's not here that would be ok ok I thought she would like that ok so a similar way to use shapes is to build something like a KPI chart so I'm going to take subcategory and put that on the rose and put region in the columns and all I really care about is my year-over-year change so I've created a calculated field that just looks at you know is my 2018 sales are 2018 - 2017 is that bigger than 0 so it's going just going to resort and it results in a true or false so I'm going to change my mark type to a shape I'm gonna put that on to the shape shelf and then go back into my shapes palette and there is a KPI one somewhere there in alphabetical order and I'm gonna make the falses redexes the other ones checks and I have a nice little KPI chart okay so scatter plots so like Jeff said you can just double click on things so I'm going to look at life expectancy versus children for women so you double click and you get a scatterplot but I want to look at it for every single country so I'm going to put country name on the detail shelf and we get a nice little scatterplot but you can then also color that scatterplot so I want to color that by region and now they're overlapping a bit so I'm gonna click on the color shelf and maybe reduce the opacity a bit so they're not quite so overlapping but then after you color them you can also size them so I'm going to size them by population and now I get a mix of things like that so let me click on the size shelf and just make them a bit bigger something like that that's good and then after you size them you can then animate them so I'm gonna take my year that I have on filter right now I'm going to move it to pages and this is like the famous Hans rustling he's much better at this than me but we're gonna try it anyway so I'm gonna play it and you're gonna see the dots kind of up and to the left they should go through which I think looks pretty cool should we let it finish I think it looks pretty neat he has anybody ever seen his video you should look it up if you haven't okay okay so now the last thing I like to do once I create something like that is I'm going to right click in the space here and annotate to that area and I'm going to just stick in there my page name and if I make this nice and big I think it's page name it should be let's make it like let's make it a bit bigger like 36 point and let's make it maybe a light gray so it's in the background good enough bold okay something like that so I now have this little box up here and I'm gonna format that and get rid of the background there we go and get rid of the line okay so now when I play it you'll see that year annotates as you go through so you'll see it keep going through so that's a good way if you ever you need to use pages who wants pages on tableau public and tableau server does anybody want that yeah come on tableau fix it all right and then the last scatter plot I'm going to show you is what's called a connected scatter plot so what this means is I have life expectancy in this case versus healthcare expenditure and I'm going to do that by country name and again we have the same same kind of view what what I want to do is I want to show how these move across the years so if I just put year on the detail shelf I just get a bunch of dots like that so I've got a scatter plot because I have a measure on the x-axis and a measure on the y-axis but I'm gonna change my mark type to a line move the year field to the path shelf and then I'm gonna just set this to be let's see fixed and let's do and wait what am I trying to do here yeah oh no I just wanna I just want to check uncheck the include zero there we go something like that and now you have what's called a connected scatterplot alright and then okay so this one's pretty cool I showed Jeff this one early and he really liked it so this is baseball data clayton kershaw since he's pitching in the World Series I thought we'd look at some of his data and show off the new density mark type in tableau so we've got two fields so we've got the this is every single pitch that he's thrown since his career started and the location of each of those so we've got something like that now I want to show every single point so I'm going to go up to the analysis menu and disaggregate the data and what that does is that plus every single point in the data set in the view so now we can see every pitch that he's ever thrown and if I change it to a density mark type and then I'm going to change the palette to I used sunrise sunset where it is right there and now we got a pretty cool little heat map of where all of his where all of his pitches are thrown you could put a box in the background for our strike zone if you wanted to or something like that and it looks particularly cool when you put the pitch type in the columns because you can see the big circle here because they're all balls so really interesting thank goodness there's none in the middle or the umpires would be terrible okay so then if you want to just do a regular density map you can do something like let's look at I'm just going to double click on latitude double click on longitude and I get a map of New York and what I want to do in this case is I'm going to again okay so that I already disaggregated the data I'm going to turn this into a density map as well and now we're looking at rats in New York rat sightings in New York so I can go to the Bronx or go to Brooklyn what's really cool is Manhattan because apparently there's no rats in Central Park I doubt that but if anybody's been to New York you know that's not true okay so the next one so Jeff showed you guys how to build a histogram and in this particular day set I'm using that same Hans Rosling data set I'm just binning the ages are the life expectancy in number of years but I want to animate this so I'm going to take my year field and put that on pages shelf and notice how the ages go from 15 to 80 I'm gonna go back to the beginning of the time time time period and this is the number of countries that fall into each of those bins this is the average life expectancy so if I play this what's really cool about this is you kind of see it go left to right and people are getting older as as time passes which I think looks really cool this would be super cool if it was really fast so I should record it and then play it on double speed something like that okay and the last one this is one of my favorites who would like to be able to create - two lines in tableau does everybody know what - lines all right yeah okay it's actually not hard at all and so I'm gonna take purchase date - the columns and let's say we look at it for every month and I'm gonna just double click on price and I get my line chart but I want that to be dashed so what I'm gonna do is I'm gonna duplicate this month field onto the pages shelf and I need to change my mark type to a circle and oh I cheated I already built it so let me go back in here and let's just do the marks okay so it's just circles this is how it should have looked by default and what I'm gonna do now let me switch this all the way back to the beginning it shows me just one dot so this would be kind of the default view but when I play this you'll see the dot just moves was which isn't particularly interesting unless you like watching dots move on a screen so I'm gonna move that back to the beginning and on my show history I'm going to turn on the trails and set my trail to be a dashed line and now I can just drag this to the very end and I have nice little dashed lines okay now that's not scalable because if you get another month the day that breaks but if it's a one time thing it looks kind of cool okay so back to Jeff all right couple quick ones here you can import shapefiles into tableau and when you do the data is actually not not big at all if you if you view the data here it's it's really just a few rows and it has all the data behind the scenes if you do that double click on geometry and you get custom shape files that you can bring in this is just the boroughs of New York so I'll put the boroughs over there and we now have the boroughs of New York so that's really cool just just to do that what about pass airplane pass that one's that one's always fun so in this case I want to build a map going from city to city so I'm gonna double-click nice thing about longitude and latitude they'll end up in the right place generally when you double-click latitude always goes on your rows longitude always goes on your columns and you have a map if I double if I multi select path ID and path order that's the shape of your data has to be in that and I put them on details I'll get the dots they go all over the country because each pair has going from one point to another then I can put that on line and I move lost my path order here put that back on the details and I have my path so that's just point A to point B you have to make them a line and connect the dots for your path order and your path ID and you get your paths if you want to put dots on those just the dual access trick that we've been showing I'm gonna duplicate longitude again have a second map on the second map I'll make those dots and you don't have to synchronize the access for a map so we'll just put it in dual access and now I have dots and I can color those and whatnot all right let's do something else fun I haven't seen anybody do this one in in tableau and and it frustrates me sometimes when dots are on top of each other and II just built this beautiful scatter plots basically the same scatter plot and I and I just want to see this view over here so here what we're gonna do is we're gonna duplicate this this chart that I'm calling a zoom I'm so I'm gonna duplicate the chart and have another one that looks just like it zoom chart to if you will okay and the trick on this is that you're going to go to your access and make sure that your access is automatic and does not include okay and you got to do that with both of your X and y-axis automatic and does not include zero alright the next thing you're gonna do is you're gonna bend your two things that you're using your two measures I'm using infant mortality and life expectancy so I'm gonna take life expectancy of a female I'm gonna create a bin and I'm gonna put the bin for the life expectancy of a female at ten I'm going to take the infant mortality rate I'm gonna bend that so create a bin let's create a bin for that one I'm gonna call that one point zero one is in one percent okay and click OK I'm gonna take both of those bins I'm gonna add it to the detail of my original chart and then I'm gonna go into my tool tip and I'm gonna add a tool tip for this new zoom that I have and so the zoom all the way at the bottom of my list yeah I know I have so many sheets in here so sorry about that let's go all the way to the bottom zoom to which is the one I just created I'm going to change the max width and height to 900 and here is the fun part instead of filtering on all of the fields in this quote what I'm going to do is insert the one bin where's my bin infant mortality I'm gonna put a comma I'm gonna insert the other bin for life expectancy that's gonna have both bins in my filter and now when I highlight over this it's gonna filter into where the dots are so I have a zoom in on the dots and you can create that in any spacing you want you can do that in your different areas because I did ten for life expectancy and one percent for infant mortality but it creates a little zoom chart for you oh thank you all right let's build a tadpole chart to do this you need to have one calculated field ahead of time you saw Andy do it before he said if it equals the max date I used max date as sort of a function and just and just figured out which the day the maximum date of the data so two dates in here it's going to be say 2016 and 2017 I'm going to start with a a bar chart here well let me show you the structure of the data just so you understand how it goes there's the the max date only shows up when when it's 2018 so that's that's really all we're doing here so let's go back let's go to category and build our our category I'll do category on our rows and click that out for us for the sub category and sales I'll do on columns now I want to make this a line but I want the line to be just like Andy did I want the line to be based on that date that I'm using so I'm gonna put order date on my path to have my line and then I need to create a dot for that Mac so I'm going to bring my sales max date up I'm gonna put it on here there's my dot from my max date again I'll make us a dual access and I'll synchronize the access it changed my mark type again there so my dots in my line that did not work it's white oh thank you you all are smart out there all right it was the seizure pain it was a test to see if you were paying attention there you go you know why I was white I'll show you why I was white okay here we go what if I want to make that an open circle I can go in here and I can use a shape and the problem is is my line kind of ends up in the middle of that circle and so the reason I made that white is because I made two of those pills I had sales date max and sales date max copy so what I'm gonna do is instead of using that those two pills I'm going to use my measure value so I'm gonna put my measure values up there and select those two pills I'm going to take my two actually I can get rid of all of these and just have those two on there and the reason that was white is because I made one of them white I'm gonna go in here and do that again I just use the wrong one one two three four five six and now what I can do when I make this a dual access is I can have one on top of the other will make the size a little bigger let's finish this up here make that a circle make the measure names which is what's going to tell us which one is which I'm going to put that on the size I'm also going to put measure names on color which it already is and I can have one circle on top of the other one is white in this case let's do that and that and you can kind of see that I have an open circle without any dot any line in the middle of it sneaky sneaky sneaky right all right let's flip over to you okay's work we've got six minutes left I think we can probably already hit 50 but we're gonna keep going anyway all right so slope graphs so in this case I'm going to look at two fields here so I'm going to look at I want to compare obesity rates to higher education rates so I'm going to double click on one of my measures and it puts it in the rows I'm going to drag this one and put it on top of the axis so I get two like that I'm gonna put the state on to detail I'm gonna make it a line and now I get a nice little there we go so now I get a nice little slope graph you can see I already put the dots on the end but normally it would show up like that you hit this option down here on the marks and you get circles on the end and then I created a a calculation to decide if I they were increased or decreased so I'm just looking at whether one measure is higher than the other I'll put that on to the color shelf and I get a nice little slope graph but the problem is all of my gray ones are in front of the red ones if I want to switch them around I just drag them in the color shelf and I've got the red ones not in the front okay pretend they're in the front because they should be all right anyway that was a fail okay so another way to create a slope graph really quickly is if I go to let's say superstore and I want to put where is it here order date on to the columns and let's put maybe sales on to the rows and I want to look at maybe every subcategory so I'm gonna put that on detail and we get something like that it's not really a slope graph but what I can do is I can pick the two the two years in the middle and exclude those and that's another way that you can get the slope graph with if you have a time to mention I was a bonus okay so sparklines they're basically small line charts so what I like to do for these is let's go ahead and look the quarterly quarterly sales for my fictitious car dealership and I'm going to go ahead and put price up here and normally it shows up as entire view something like that but what I want to do is I want to look at it for each color so I'm going to put colors on to the rows and because colors of colors I should probably put colors on colors so let's do something like that but to make it a sparkline what you'll do is you'll grab the edge so let me switch this back to standard and what I really did was if I if I go back out it was out here and I just grabbed the edge of it and I drag it in to make it a nice little spark line and then double-click on your axis make them independent uncheck the include zero and then hide the axis uncheck the show header sorry and what I would probably do is make these a bit wider make these a bit shorter and you have nice little spark lines okay so if we wanted to the clayton kershaw data here so what I wanted to look at here was for every pitch he's thrown in across every game I want to see kind of the cumulative pitches so what I've done first is I've created a calculated field called first pitch so what I've done is for this basically saying for each game give me the first pitch ID because they repeat and then I had to create a kind of a dummy field called pitch ID and because it's a combination of the batter in the inning plus the pitcher the pitch number I just multiply two by a thousand just for just for sorting purposes and then I have another field where is it called called cumulative pitches what I'm doing there is I'm just subtracting my pitch ID from my first pitch level of detail calculation and dividing by a thousand and get rid of that number so I can put that on to the columns and I can put let's see maybe the I'm gonna play each individual game on to the detail and and we could do that maybe and I need to put number of records on to the rows and that is not what I wanted so what did I do wrong okay so we're going to hit clear sheet and move on to the next one because I forget what I did there okay so Jeff showed you how to do kind of a dual access map I like sometimes using a field map as a background layer because I don't like having the all the map crap in the background so I'm gonna just double click on States again and my computer is set up for the UK so I'm going to double click on country first and then state and I'm gonna make it a filled map let's go ahead down here to map and maybe I make these maybe black or something like that alright and perhaps I put some maybe some like borders on them something like that okay so now I can go up to the map option or map layers and turn everything off so I can just I can either do that or I could just wash the whole thing out and now I have a nice little background layer and I can do like Jeff did so I can duplicate and on this one maybe I want to look at I want to look at sales on the size so I can change this to just an automatic map and we get the dots maybe I should change the color on these though let's make them white and then now when I dual access this you can see nothing because it didn't do oh boy hmm should we count how long this takes at least I did that at the end this should be about three seconds alright this is like watching paint dry this is what happens when you use beta in production oh yeah I'm gonna I'm gonna hit cancel and okay so you guys understand what that would have done okay good okay so I'm gonna run through a couple more real quick should I keep going we have like 45 seconds okay so to create an area chart we're just gonna maybe look at quarterly sales and then change it to an area so that's really easy sometimes I like to have a line at the top as well so I'll duplicate my my sales helps if I hold the right key and I'll make the second one line and then dual access where is it here and then synchronize make sure you synchronize always and then on this one oops I got I hate it when it does that I'm going to go on to the color shelf and make it really dark so now you've got a nice little something like that let's see what else could we do we've got six seconds five four okay go stop there all right all right thank you alright thanks thanks everybody for coming don't forget to fill out the survey it's on there somewhere I'm not quite sure but yes thank you very much
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Channel: Tableau Software
Views: 13,349
Rating: 5 out of 5
Keywords: Zen Master Speaker
Id: 6eXdGJCQ7Oc
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Length: 59min 55sec (3595 seconds)
Published: Thu Oct 25 2018
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