Oct
3
2018

WorkoutWednesday S02 E39 – Vertical Labels

Do you enjoy working with Tableau? Are you looking for an additional challenge? Workout Wednesday might be what you need. WorkoutWednesday a set of weekly challenges from Andy Kriebel and Emma Whyte (for 2017) and Rody Zakovich and Luke Stanke. (For 2018) designed to test your knowledge of Tableau and help you improvise your development skills. The idea is to replicate the challenge that they pose as closely as possible. When you think you have it, leave a comment with a link to your visualization and post a pic on Twitter for others to enjoy.

2017 WorkoutWednesday Challenge: Link

2018 WorkoutWednesday Challenge: Link

Challenge

This week Rody back with a fairly simple challenge, but one that has a few  useful tricks that could help spice up your next viz. The tricks used in this challenge are geared toward design, but have additional benefits.

Step 1:

Let us first create a Parameter for the given metrics. Parameters are dynamic values that can replace constant values in calculations, filters, and reference lines.

1.In the Data pane, click the drop-down arrow in the upper right corner and select Create Parameter.

2.In the Create Parameter dialog box, give the field a Name and Specify the data type  as “String”.

 

Note the above created parameter doesn’t make any sense without being connected to the database values using the formula . So we will wrap this parameter in a calculated Field.


 

 

 

 

 

 

 

To show the parameter control, right-click the parameter in the Data pane and select Show Parameter Control. Use the parameter control to select the  required values

 

Step 2:

Next task is to create a dynamic calculated field which can change the metric alignment. The Selected parametric values must be vertically displayed on the Y Axis.

I have used a simple  MID function to make sure my horizontal values should change it to Vertical.

Note :

  • CHAR(10) – The Secret to Creating Line Breaks in Tableau . (KB Article)
  • MID(string, start, [length]) – Returns the string starting at index position “Start”. Mid function should go till the maximum length of the parametric Value. In our case, length of the “Quantity” is “8”

There are other simpler ways to get this done. Zen Master Rody has used REGEX function for getting the desired output. I would highly recommend to check his work on Tableau public profile.

Step 3:

Here, the another tricky part is to use 3 marks type in the same Viz – Line, Area and Shape (Circle). You can partially achieve the end result by using “Line Marks with Markers” and “Area Chart”.

Those who never used markers before, let me suggest you to follow “Ryan’s Wonderful Blogpost“. Markers are the small circles that are sometimes seen on data points of a line graph. Markers serve a practical purpose of telling the end user where there is data in a subtle way, and they also are an easy way to enhance a line graph. To add markers, click on the Color Marks Card and select the second Markers option

But if you see the Rody’s chart, you will see the size of dotted Circle is bit bigger than the Markers even you set the Markers value to maximum.

To achieve the required output , we can use the combination of Table Calculation(Index()) and ASCII Symbol “⚫” . Please refer the below Image.

 

 

 

 

 

 

 

Once every calculation is ready, now its time to complete the challenge.

Step 4:

Let’s create a  dual-axis combination charts. They are named like that because they have two axes and they display a combination of different mark types. Any continuous data field can be used in a dual axis chart. Tableau dual axis chart is useful when two measures have different types or ranges or if the two measures need to be displayed differently (for example, one as a line and one as Bar).

  • First, add Order date (DATETRUNC(‘month’, [Order Date]))onto Columns.
  • Then, pull Y axis – Vertical Labels into Rows
  • Drag Measures Calculated field  to Rows and then drag another copy of Measures to Rows next to first calculated field as per the below image.

 

Right click on any “measure ” and choose “Dual Axis”. Then, right click on the right hand axis and select Synchronize Axis.

  • Once you have a dual axis chart, you will be able to use different marks each measure. On the Marks Card, you will now have the option to format the two measures differently. In our case, the first section of the Marks card should be “Line” and other should be “Area”. Your worksheet should look like the below image.

 

Double-click the axis that you want to edit. You can also right-click (control-click on Mac) the axis, and then select Edit Axis.Click the Tick Marks tab and select Fixed as one the major tick mark and make changes as per the below image.

 


 

 

 

 

 

 

 

  • Add “Dot” Calculated field on the Text Mark as  compute using Table across .
  • Currently, the ASCII character  “⚫” is blocking the actual Line Marks, so we also need a calculated field  for the tooltip so that it should display a correct value on Hover.

if  everything  is good, your final dashboard should look like the below image.

 

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About the Author: Rajeev Pandey

I am a multidisciplinary designer working in data visualization, interaction design and innovation. Expertise in developing Tableau, Web focus based visualization and reporting applications. I have a passion for analyzing, dissecting, and manipulating data sets as well as, building beautiful dashboard. Naturally talented in communicating between technology and business needs. Diverse and experienced in plenty of different domains .I am quick learner who can absorb new ideas and can communicate clearly and effectively.I love creativity and enjoy experimenting with various technologies.

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