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Bar chart Creation
BAR CHART
• A bar chart represents data in rectangular bars with the length of the
bar proportional to the value of the variable.
• Tableau automatically produces a bar chart when you drag a
dimension to the Row shelf and measure to the Column shelf.
• We can also use the bar chart option present in the Show Me button.
If the data is not appropriate for bar chart, then this option will be
automatically greyed out.
Bar chart Creation
Bar Chart with Color Range
• You can apply colors to the bars based on their ranges. The longer
bars get darker shades and the smaller bars get the lighter shades.
Bar chart Creation
Stacked Bar Chart
Line Chart
• In a line chart, a measure and a dimension are taken along the two
axes of the chart area
Simple Line Chart
Multiple Measure Line Chart
Line Chart with Label
• Each of the points making the line chart can be labeled to make the
values of the measure visible. In this case, drop another measure
Profit Ratio into the labels pane in the Marks card. Choose average as
the aggregation and you will get the following chart showing the
labels.
Bar chart Creation
pie chart
• A pie chart represents data as slices of a circle with different sizes and
colors. The slices are labeled and the numbers corresponding to each
slice is also represented in the chart.
• You can select the pie chart option from the Marks card to create a
pie chart.
Bar chart Creation
Drill-Down Pie Chart
• we take the dimension Sub-Category which has two more levels -
Manufacturer and Product Name. Take the measure profit and drop it
to the Labels mark. The following pie chart appears which shows the
values for each slice.
Bar chart Creation
Bar chart Creation
Crosstab
• A crosstab chart in Tableau is also called a Text table, which shows the
data in textual form.
• The chart is made up of one or more dimensions and one or more
measures.
• Step 1 − Drag and drop the dimension order date to the columns
shelf.
• Step 2 − Drag and drop the dimensions region and segment to the
rows shelf.
• Step 3 − Pull the measure Sales to the labels Shelf under Marks.
Bar chart Creation
Crosstab - Color Encoded
• ou can get the values color encoded in the crosstab chart by dropping
the measure field into the Color shelf as shown in the following
screenshot.
Bar chart Creation
Crosstab with Row Percentage
Bar chart Creation
Scatter Plot
• scatter plot shows many points scattered in the Cartesian plane.
• It is created by plotting values of numerical variables as X and Y
coordinates in the Cartesian plane.
• Tableau takes at least one measure in the Rows shelf and one
measure in the Columns shelf to create a scatter plot.
• However, we can add dimension fields to the scatter plot which play a
role in marking different colors for the already existing points in the
scatter graph.
variation of sales and profit
• Step 1 − Drag and drop the measure Sales to the Columns shelf.
• Step 2 − Drag and drop the measure Profit to the Rows shelf.
• Step 3 − Pull the dimension Sub-Category to the labels Shelf under
Marks.
Bar chart Creation
Scatter Plot - Color Encoded
Drill-Down Scatter Plot
Gantt chart
• A Gantt chart is a horizontal bar chart that shows the duration of an
event for multiple values.
• You can have a detailed yearly, quarterly, monthly, weekly or even
daily representation of your data values using a Gantt chart.
• we can assign different colors for each year or month so that it is
getting easier for us to track the data trend for value over time.
• Gantt charts are extremely useful as they have the ability to represent
data in great detail.
Step 1: Drag Order Date Dimensions to
Columns Section
• Now, our date dimensions are set on Discrete by default. We will
make it Continuous from the drop-down menu.
Bar chart Creation
Step 2: Drag another Dimension in Rows
Section
Step 3: Add Order Date in Marks Card
• Now again, we add our Order Date dimension to the Color box in
the Marks card. This will show single dashes at each data point.
Bar chart Creation
Step 4: Add Measures in the Marks Card
• Next, we add our measure Quantity to the Size box in
the Marks card. This provides bars for the total quantity sold for each
category in its respective year.
Bar chart Creation
Step 5: Add Detail in Tableau Gantt Chart
• We can add as much detail in our Gantt chart as we like. For instance,
we change the years to months.
• We can also change our measure calculation from the Marks card.
Right-click on the measure (Quantity) name, select Measure () and
change the aggregation type to Maximum or whichever you require.
Bar chart Creation
Bar chart Creation
Level of Detail (LOD)
• Tableau LOD expressions are powerful tools that you can use to find
answers to questions that involve multiple levels of granularity in a
single visualization.
• Using LOD expressions, you can compute aggregations that are not at
the level of detail of visualization.
Bar chart Creation
FIXED LOD
• This expression can compute values using specified dimensions
without reference to any other dimensions present in the view.
• This LOD expression does not consider any filter in the view apart
from context filters, data source filters, and extract filters.
• { FIXED [Region] : SUM([Sales]) }
INCLUDE LOD
• This expression computes values using specified dimensions along
with the dimensions that are in the view.
• This LOD expression is best suited for situations where you wish to
include a dimension that is not in the view.
• { INCLUDE [Customer Name] : SUM([Sales]) }
EXCLUDE LOD
• These expressions are designed to remove dimensions from an
expression. Essentially, they subtract dimensions from the level of
detail of the view.
• {EXCLUDE [Region]: SUM([Sales])}
How to create LOD expressions?
• Step 1: Configure the visualization
• First, you must open Tableau Desktop and connect to the Sample-
Superstore saved data source.
• Now, you must navigate to a new worksheet.
• Go to the Data pane section under Dimensions and drag Region to
the Columns shelf.
• Lastly, go to the Data pane under Measures and drag Sales to
the Rows Shelf.
Bar chart Creation
Step 2: Create the LOD expression
• First, select Analysis, and then go to Create Calculated Field.
• In the Calculation editor that appears before you, input the following:
• – Name the calculation “Sales Per Customer.”
• – Enter the following LOD expression: { INCLUDE [Customer Name] :
SUM([Sales]) }
• When done, click on OK. Now, the newly created LOD expression will
be added to the Data pane under Measures.
Step 3: Use the newly created LOD expression
in the visualization
• Go to the Data pane under Measures and drag Sales Per Customer to
the Rows shelf and place it to the left of the SUM(Sales).
• Now go to the Rows shelf and right-click Sales Per Customer and
select Measure (Sum) > Average.
• The final result will be the sum of all sales and the average sales per
customer for each region.

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Bar chart Creation

  • 2. BAR CHART • A bar chart represents data in rectangular bars with the length of the bar proportional to the value of the variable. • Tableau automatically produces a bar chart when you drag a dimension to the Row shelf and measure to the Column shelf. • We can also use the bar chart option present in the Show Me button. If the data is not appropriate for bar chart, then this option will be automatically greyed out.
  • 4. Bar Chart with Color Range • You can apply colors to the bars based on their ranges. The longer bars get darker shades and the smaller bars get the lighter shades.
  • 7. Line Chart • In a line chart, a measure and a dimension are taken along the two axes of the chart area
  • 10. Line Chart with Label • Each of the points making the line chart can be labeled to make the values of the measure visible. In this case, drop another measure Profit Ratio into the labels pane in the Marks card. Choose average as the aggregation and you will get the following chart showing the labels.
  • 12. pie chart • A pie chart represents data as slices of a circle with different sizes and colors. The slices are labeled and the numbers corresponding to each slice is also represented in the chart. • You can select the pie chart option from the Marks card to create a pie chart.
  • 14. Drill-Down Pie Chart • we take the dimension Sub-Category which has two more levels - Manufacturer and Product Name. Take the measure profit and drop it to the Labels mark. The following pie chart appears which shows the values for each slice.
  • 17. Crosstab • A crosstab chart in Tableau is also called a Text table, which shows the data in textual form. • The chart is made up of one or more dimensions and one or more measures.
  • 18. • Step 1 − Drag and drop the dimension order date to the columns shelf. • Step 2 − Drag and drop the dimensions region and segment to the rows shelf. • Step 3 − Pull the measure Sales to the labels Shelf under Marks.
  • 20. Crosstab - Color Encoded • ou can get the values color encoded in the crosstab chart by dropping the measure field into the Color shelf as shown in the following screenshot.
  • 22. Crosstab with Row Percentage
  • 24. Scatter Plot • scatter plot shows many points scattered in the Cartesian plane. • It is created by plotting values of numerical variables as X and Y coordinates in the Cartesian plane. • Tableau takes at least one measure in the Rows shelf and one measure in the Columns shelf to create a scatter plot. • However, we can add dimension fields to the scatter plot which play a role in marking different colors for the already existing points in the scatter graph.
  • 25. variation of sales and profit • Step 1 − Drag and drop the measure Sales to the Columns shelf. • Step 2 − Drag and drop the measure Profit to the Rows shelf. • Step 3 − Pull the dimension Sub-Category to the labels Shelf under Marks.
  • 27. Scatter Plot - Color Encoded
  • 29. Gantt chart • A Gantt chart is a horizontal bar chart that shows the duration of an event for multiple values. • You can have a detailed yearly, quarterly, monthly, weekly or even daily representation of your data values using a Gantt chart. • we can assign different colors for each year or month so that it is getting easier for us to track the data trend for value over time. • Gantt charts are extremely useful as they have the ability to represent data in great detail.
  • 30. Step 1: Drag Order Date Dimensions to Columns Section
  • 31. • Now, our date dimensions are set on Discrete by default. We will make it Continuous from the drop-down menu.
  • 33. Step 2: Drag another Dimension in Rows Section
  • 34. Step 3: Add Order Date in Marks Card • Now again, we add our Order Date dimension to the Color box in the Marks card. This will show single dashes at each data point.
  • 36. Step 4: Add Measures in the Marks Card • Next, we add our measure Quantity to the Size box in the Marks card. This provides bars for the total quantity sold for each category in its respective year.
  • 38. Step 5: Add Detail in Tableau Gantt Chart • We can add as much detail in our Gantt chart as we like. For instance, we change the years to months. • We can also change our measure calculation from the Marks card. Right-click on the measure (Quantity) name, select Measure () and change the aggregation type to Maximum or whichever you require.
  • 41. Level of Detail (LOD) • Tableau LOD expressions are powerful tools that you can use to find answers to questions that involve multiple levels of granularity in a single visualization. • Using LOD expressions, you can compute aggregations that are not at the level of detail of visualization.
  • 43. FIXED LOD • This expression can compute values using specified dimensions without reference to any other dimensions present in the view. • This LOD expression does not consider any filter in the view apart from context filters, data source filters, and extract filters. • { FIXED [Region] : SUM([Sales]) }
  • 44. INCLUDE LOD • This expression computes values using specified dimensions along with the dimensions that are in the view. • This LOD expression is best suited for situations where you wish to include a dimension that is not in the view. • { INCLUDE [Customer Name] : SUM([Sales]) }
  • 45. EXCLUDE LOD • These expressions are designed to remove dimensions from an expression. Essentially, they subtract dimensions from the level of detail of the view. • {EXCLUDE [Region]: SUM([Sales])}
  • 46. How to create LOD expressions? • Step 1: Configure the visualization • First, you must open Tableau Desktop and connect to the Sample- Superstore saved data source. • Now, you must navigate to a new worksheet. • Go to the Data pane section under Dimensions and drag Region to the Columns shelf. • Lastly, go to the Data pane under Measures and drag Sales to the Rows Shelf.
  • 48. Step 2: Create the LOD expression • First, select Analysis, and then go to Create Calculated Field. • In the Calculation editor that appears before you, input the following: • – Name the calculation “Sales Per Customer.” • – Enter the following LOD expression: { INCLUDE [Customer Name] : SUM([Sales]) } • When done, click on OK. Now, the newly created LOD expression will be added to the Data pane under Measures.
  • 49. Step 3: Use the newly created LOD expression in the visualization • Go to the Data pane under Measures and drag Sales Per Customer to the Rows shelf and place it to the left of the SUM(Sales). • Now go to the Rows shelf and right-click Sales Per Customer and select Measure (Sum) > Average. • The final result will be the sum of all sales and the average sales per customer for each region.