At The
Information Lab we are rather lucky to have so many certified Tableau trainers.
This means that we get the chance to teach either complete newbies the
FUNdamentals of Tableau or how to leverage some of the more advanced features
of Tableau very often as there are not that many trainers out there. We also
get the chance to teach each other so much that we won’t otherwise come across.
Why is this important you rightly ask? Read on…
This week I
the chance to teach some very bright analysts how to make the most of their
skills with Tableau. Whilst teaching the attendees about the Marks Card through
a technique that I call ‘Whiteboard Tableau’ (more on this soon), one attendee
Natasha corrected me about the way to create a Stacked Bar chart without using
the Show Me panel.
Normally I
would say add your discrete field (blue pill) that you want to be your bars on
to the Column or Row shelf (depending on whether you want a vertical or
horizontal bar chart respectively) and add the measure (green pill to the
opposite Shelf you placed the discrete pill. To create a stacked bar chart you
can then drop what you are dividing each of those bars by on to the Colour
Shelf of the Marks Card. Easy.
But I heard…
“Just drag the new discrete field on to
the bars and it colours the chart”. I froze, not wanting to say “No Tableau doesn’t work that way” as I
have learnt you never say that as someone has always found a way. Despite using
Tableau heavily for the last three years, I never had come across this
technique before. I got Natasha to talk me through the technique and it worked
a treat.
Ever noticed @tableau doing things you didn't expect but is actually better than expected? Blog article coming soon pic.twitter.com/mX6uAjydmj
— Carl Allchin (@Datajedininja) November 13, 2015
I posted it
on Twitter and got eight favourites and a retweet. The tweet even got a reply from my favourite English Zen in America:
@Datajedininja @tableau never ever done that before, nice!
— Peter Gilks (@pgilks) November 10, 2015
Most people
I have showed didn’t even know of this technique until I showed this guy:
It's almost keynote time! @Datajedininja and I are getting ready to be amazed #data14 pic.twitter.com/4xUlTPqxMf
— Robin Kennedy (@Odbin) September 9, 2014
(note the ‘guy’ in question is that clever one on the right not that other floppy
haired fella on the left)
For those
who haven’t come across Robin. I’m sorry. The man is a Tableau legend and
always knows a trick or two to get you round that surreal blending issue or why
that Table Calc won’t add itself to your Filter Shelf.
Robin instinctively
knew the solution, “well, Tableau’s using
Show Me”. Uhh? No, it’s not? I’m dropping it in to the view. Robin has an
amazing teaching patience and didn’t call me the imbecile that I deserved to be
regarded as. Watch the gif closely as the mouse reaches the View, it changes to
have the Show Me logo pop-up.
What
Tableau is doing here is using the Show Me logic that decides what is the best
way to visualise the data you have selected. What I would have expected Tableau
to do is treat this drag-and-drop in the same way that it would if you would
double click this new discrete field (in the gif example ‘Category’). I would
expect Category to be added to the right of Region (the discrete value
dictating the bars). But no, Show Me is assessing that the best way to
visualise this data when dropping this new discrete pill in to the view is to
use it on colour.
How else
can you make use of this?
Well
understanding what Tableau is going to do in certain situations is key so the
table below details what else happens when the Show Me logo pops up as you drag
something in to the view
Starting Point
|
Type of new pill
|
Result
|
Basic bar – one discrete pill on columns
and one continuous pill
on rows
|
Discrete
|
Stacked bar – new pill
used as colour
|
Basic bar – one discrete pill on columns
and one continuous pill
on rows
|
Continuous
|
Shaded bar chart –
new pill used as colour as well but as it is continuous the colour is a scale
rather than categorised
|
Basic Line Chart –
Date on Columns, Continuous
pill on rows
|
Discrete
|
Depends – if there
are less than 20 Discrete Values then Table picks colour, if there are more
then it just add the new field to Detail and created multiple lines
|
Basic Line Chart –
Date on Columns, Continuous
pill on rows
|
Continuous
|
Colours the existing
line by the new data field
|
Part to Whole Chart
(Treemap, Packed Bubble or Pie Chart)
|
Discrete
|
Creates additional
rows using the new data field but retains the marks type
|
Part to Whole Chart
(Treemap, Packed Bubble or Pie Chart)
|
Continuous
|
Creates additional
rows retaining the marks type also but uses Measure Names and Measure Values
to form the new rows
|
So next
time you use Tableau, go a little slower and see what Tableau is doing is you
might uncover something that you think is normal behaviour but isn’t, it could
lead you to other time savings!