Tableau

Many students have been confused about the Tableau data sort behavior.   A common question is how to sort the data at a lower level correctly within each higher level of data in a view.   One student recently came to us with this view and asked, “What’s up? I thought it would sort each state independently within each Product Type! In the first group, Herbal Tea, Nevada is clearly number one yet it is shown in the fourth position.”

Solution

I replied that Tableau was sorting State overall across every product type once for the entire table and then displaying this sort order for every Product Type.   She said this is “stupid, how can I fix it! I wasted hours trying to fix it already.”

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The 1st workbook walks you through building a standard Waterfall chart in Tableau. Waterfall charts are intended to show you how cash balances change over time based on transactions that either add to or subtract from the cash account of a business.

As this example demonstrates, many non-standard chart types can be created in Tableau using advanced features of the product. This chart type is a frequent request of students in our public and on-site Tableau training courses.

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Joe Mako recently created a Tableau version of a Marimekko char inspired by an example from Jon Peltier, an Excel charting expert.

When I first saw this chart, I was curious as to the utility of this chart type for regular business decision-makers.   I agree that for advanced analysts, it can offer a compact, contained means to present information across two categorical items (dimensions in Tableau) and metric (a measure in Tableau.)   You can see this in the Marimekko chart created by Joe Mako in the left half of the dashboard below. When you examine the Marimekko chart you can see the dominant cities and the relative share of each segment within each city.   You can also select the city names above the view to highlight a specific city.   For example, you can easily discern that Almond Lovers are the biggest group of customers for this company and Delicious-n-new are the smallest group.

However, it is somewhat challenging to ascertain within Gainesville, FL which segment is the largest and smallest for this city.   If you hover over each Gainesville, FL value in the original chart, you will see that two segments are identical in size; this is very hard to see without the hover values.   This is due to the varying width and length dimensions for each tile in the chart.

After considering this interesting example,

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