creating 7 little bar charts -...

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1 Tableau Tutorial: Tooltip Bar Charts Data and original dashboard: http://vizcandy.blogspot.co.at/2010/10/nobel-prizes-and-tool-tip-charts.html Google: VizCandy Nobel Prizes Creating 7 little bar charts Step 1 Click the new Sheet symbol. From the Measures pane, drag SUM(Total) to the Columns shelf. Drag Country (from the Dimensions pane) to the Rows shelf. Sort Country descending by Total.

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Page 1: Creating 7 little bar charts - univie.ac.atvda.univie.ac.at/.../14s/LectureNotes/Tutorial_tooltip_bar_charts.pdf · All calculated fields are in the dataset. You only need to make

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Tableau Tutorial: Tooltip Bar Charts Data and original dashboard: http://vizcandy.blogspot.co.at/2010/10/nobel-prizes-and-tool-tip-charts.html Google: VizCandy Nobel Prizes Creating 7 little bar charts Step 1 Click the new Sheet symbol.

From the Measures pane, drag SUM(Total) to the Columns shelf. Drag Country (from the Dimensions pane) to the Rows shelf. Sort Country descending by Total.

Page 2: Creating 7 little bar charts - univie.ac.atvda.univie.ac.at/.../14s/LectureNotes/Tutorial_tooltip_bar_charts.pdf · All calculated fields are in the dataset. You only need to make

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Step 2 Drop Country to the Filter field and choose filter option Top -> By Field.

Step 3 Hide Field Labels for Rows: Right click on the Field label and choose Hide Field Labels for Rows.

Page 3: Creating 7 little bar charts - univie.ac.atvda.univie.ac.at/.../14s/LectureNotes/Tutorial_tooltip_bar_charts.pdf · All calculated fields are in the dataset. You only need to make

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Step 4 Change color by clicking the Color field. To hide all borders right click on the graph and choose Format. Go to Format Borders and change all settings to None.

Step 5 Redo step 1–4 for all Nobel Prize categories. Step 6 Set a fixed axis range for all 6 Nobel Prize categories: Edit the range by right clicking on each axis. Choose Edit Axis…

Page 4: Creating 7 little bar charts - univie.ac.atvda.univie.ac.at/.../14s/LectureNotes/Tutorial_tooltip_bar_charts.pdf · All calculated fields are in the dataset. You only need to make

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Change the setting to Fixed (Start: 0 End: 94) and delete the Title.

Page 5: Creating 7 little bar charts - univie.ac.atvda.univie.ac.at/.../14s/LectureNotes/Tutorial_tooltip_bar_charts.pdf · All calculated fields are in the dataset. You only need to make

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Creating a map view Step 1 Double click on Latitude (generated) and Longitude (generated) (Measures pane).

! Why „generated“?: When you assign a field a geographic role it is marked

in the Data window with a globe icon (In this dataset it’s Country). What that means is that Tableau has automatically geocoded the information in that field and associated each value with a latitude and longitude value. Two automatic fields are added to the Measures area of the Data window: Latitude (generated) and Longitude (generated).

The Show Me! double-click rules will automatically add the generated Latitude and Longitude fields to the shelves and place the geographic field on the Level of Detail shelf. If Country (geographic filed) doesn’t automatically appear on the Level of Detail shelf drag and drop it manually.

Step 2 Drag SUM(Total) onto the Size shelf. Change size and color (see step 4 of „creating 7 small bar graphs“).

Page 6: Creating 7 little bar charts - univie.ac.atvda.univie.ac.at/.../14s/LectureNotes/Tutorial_tooltip_bar_charts.pdf · All calculated fields are in the dataset. You only need to make

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Creating tooltip bar charts for the map view More detailed information on tooltip bar charts: http://kb.tableausoftware.com/articles/knowledgebase/barsintooltips http://interworks.co.uk/andy-cotgreave/charts-in-a-tooltip/ Step 1: For each Nobel Prize Category you can see 2 calculated fields (symbol for a calculated field: =) in the Measures pane: One works out the percentage:

And the other one works out the length of the bar:

LEFT("█████████████████████████████████",ROUND((SUM([Your cohort calculation])/SUM([Measure]))*100,0)) "█". This character is ASCII character 166, in the Arial Unicode MS font

Page 7: Creating 7 little bar charts - univie.ac.atvda.univie.ac.at/.../14s/LectureNotes/Tutorial_tooltip_bar_charts.pdf · All calculated fields are in the dataset. You only need to make

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All calculated fields are in the dataset. You only need to make 2 little changes: 1. Shorten the length of the bar chart to about half of its size. 2. change *10 to *100 To edit a calculated field click on menu arrow and select Edit.

Step 2 Drop the calculated fields AGG(% Nobel Prize Category) and SUM(Nobel Prize Categories) on the Detail shelf. Now you can build your tooltip: <AGG(Nobel Prize Category%)> <SUM(Nobel Prize Category)>

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Tooltip:

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Dashboard Design Step 1 Click on the New Dashboard symbol to create a new dashboard.

Step 2 Drag a worksheet from the Dashboard pane and drop it onto the dashboard. The Dashboard pane shows the following 8 worksheets:

Step 3 To arrange views on the dashboard click the menu arrow of a view. In the menu choose Fit -> Entire View. Here you can also decide if you want it Floating or not.

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In addition you can: - play with size and position of each view

- add text, pictures, a blank field…

- change size of the dashboard

Step 4 Add dashboard actions: Click on Dashboard -> Actions…

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An Actions window opens. Choose Add Action > Filter…

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And edit filter action:

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Screenshot of the dashboard:

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Useful Links: http://kb.tableausoftware.com https://www.broadbandmetrics.com/display/Public/2013/09/16/How+to+Create+a+Small+Multiple+Masterpiece+in+Tableau http://www.theinformationlab.co.uk/2011/09/23/blue-things-and-green-things/ http://www.theinformationlab.co.uk/2013/01/28/5-things-i-wish-i-knew-about-tableau-when-i-started/ http://vizwiz.blogspot.co.at/2012/05/creating-interactive-monthly-calendar.html