Charts in Tableau help professionals to an exponential level in the field of business intelligence and analytics. The real-time information can be directly represented using a wide variety of readily available and user-readable charts.
This article on Charts in Tableau is dedicated to helping beginners and professionals with learning how to create and use all the available Charts in Tableau.
In this “Charts in Tableau” Article, we will be using two different Datasets for drawing some insights about the obtained data. The datasets are mentioned below.
Text Table
Text table is one of the simplest and most straightforward charts representing data in rows and columns. Text Tables are also called pivot tables by placing one dimension on the Rows shelf and another dimension on the Columns shelf.
Now, using the Amazon Prime TV Dataset, let's create a simple Text table to have a side-by-side illustration of the Genre, Movie, and the respective IMDb rating of that particular movie on one screen.
How to Create a Text Table?
The steps below will help to create a Text Table.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- We have Genre, Movie name, and IMDb rating columns available in the dataset
- Select Genre + ctrl + Select Name of the Show + ctrl + IMDb Ratings
- Select the Show-me tab and chose text chart
Next, we have HeatMaps.
HeatMap
Another simpler yet effective way to represent your data is by using HeatMaps. HeatMaps generally display data in the form of colors. HeatMaps are created in the tableau by using one or more dimensions and a measure.
Now, using the Amazon Prime TV Dataset, let's create a HeatMap to have insights into the Genre. Using the Language Column and Genre Column, we will understand which Genre has the highest number of series and streamed in which language using Heatmap Charts in Tableau
How to create a HeatMap?
The steps below will help to create a HeatMap
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Drag language to the column from Amazon Prime TV dataset
- Drag Genre to Rows from Amazon Prime TV dataset
- Select Heat maps from the Show-me tab
- Drag Sum(IMDb) ratings to Colour in Marks card
- Drag Sum(IMDb) ratings to Size in Marks card
Next, we have the Pareto Chart.
Pareto Chart
The Pareto chart visually depicts which situations are more significant. A Pareto chart has bars and a line graph. The individual values are shown in descending order by bars, and the line represents the ascending cumulative total.
Now, let us now use the Amazon Dataset and get the parallel insights of Genre and the cumulative total of the number of Prime TV Shows/Seasons related to that Genre using Pareto Charts in Tableau.
How to create a Pareto Chart?
The steps below will help to create a Pareto Chart.
- Create a worksheet
- Rename the worksheet if necessary
- Select Orderdate and Profit from the Dimensions and Measures, respectively
- Drag Genre into columns
- Drag Prime TV Shows to Rows
- Select Genre from columns and a drop-down box will appear.
- Select Sort option
- Select Genre as Field
- Select Count as Aggregation
The resultant graph will look something like this.
- Drag the Prime TV Shows again to rows
- Select the second Prime TV Shows icon
- Select Dual Axis from the drop-down menu
After selecting the dual-axis option, the resultant graph is a dotted line that looks like this.
- Go to the Marks card
- Select CNT (Prime TV Video)
- Click on Bar Graph Option as shown below.
- Go to the Marks card
- Select second CNT (Prime TV Video)
- Click on Line Graph Option as shown below
- Select second Prime TV Shows in the rows shelf
- Choose the Add Table Calculation icon.
- The option opens the “Primary Calculation Type” window
- Choose the “Running Total” option from the drop-down
- Choose “Sum” as Aggregation from the drop-down
- Choose on Compute Using Table (across)
- Select the tick in the Add Secondary Calculation box
- It opens the new window for “Secondary Calculation Type”
- Choose “Percent of Total” from the dropdown list
- Choose the “Compute Using Table (across)”
- Select the Second Prime TV Video from the marks card and change the color
- Similarly, select a color of your choice for the first Prime TV Video as well
The Resultant Graph looks something like this.
Next, we will learn the Highlight Tables.
Highlight Table
The Highlight Table in the tableau is completely similar to the text table. The only difference is that the highlight table’s data is displayed using different colors based on the categorical values.
Now, let us use the Amazon dataset and get the insights of every movie or show and the total number of seasons or series related to that particular franchise using a Highlight Table type Chart in Tableau.
How to create a Highlight Table?
The steps below will help to create a Highlight Table.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Drag name of the show to rows
- Select Highlight table from the show-me tab
- Drag number of seasons to color
- Drag number of seasons to label
Now, let us learn the Symbol Map.
Symbol Map
The Symbol Map in the tableau is just any other normal map used to display geographical data using latitudes and longitudes. The only difference is, we highlight the area of the given coordinates using a mark.
Now, let us use the Tableau SuperStore Dataset to check the number of sales happening in the different states using a Symbol Map type Charts in Tableau. The bigger circle represents the higher number of total sales and vice-versa.
How to create a Symbol Map?
The steps below will help to create a Symbol Map.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Select Country + ctrl + sales
- Go to the Show-me tab
- Select Symbol Map
- Drag sales to color on the Marks card
- Drag sales to size on the Marks card
Next, we have a Map Chart.
Map
The Map in Tableau is a geographical representation of the latitude and longitude coordinates where each pair of coordinates is treated as a Continent/Country/Region/State.
Now, let us use the Tableau SuperStore dataset and find out which country in the American Continent is bringing the maximum number of sales using the Map Charts in Tableau
How to create a Map?
The steps below will help to create a Map.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Select Country + ctrl + sales
- Go to the Show-me tab
- Select Map
Next, we will learn how to create a Pie Chart.
Pie Chart
The Pie Chart is one of the simplest and easy-to-understand Charts in Tableau. It simply organizes data in the form of a pie and divides it into slices. Each slice has a different size based on the magnitude of data.
Now, let us use the Language column and Total count of seasons column in the Amazon Prime TV Dataset and find out the total count of shows in a particular language using Pie Charts in Tableau
How to create a Pie Chart?
The steps below will help to create a Pie Chart.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Select Language + ctrl + Count (Prime TV shows)
- Go to the Show-me tab
- Select Pie Chart
- Drag Language to Label on the Marks card
Next, we have the Bar Chart.
Bar Chart
The Bar Chart represents the data in the form of bars. The length of the bar is proportional to the variable value.
Now, let us use the Bar Charts in Tableau to find the total count of series in a particular genre.
How to create a Bar Chart?
The steps below will help to create a Bar Chart.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Drag Genre to Columns
- Drag CNT (Prime TV Shows) to Rows
Next, we will learn how to create a Stacked Bar Chart.
Stacked Bar Chart
A Stacked Bar Chart is completely similar to a simple bar chart. A Stacked Bar Chart includes segmented bars. Every individual bar in a stacked bar chart represents a distinct value of a field on either axis.
Now, let us find the total number of series in a particular language using the Stacked bar Charts in Tableau.
How to create a Stacked Bar Chart?
The steps below will help to create a Stacked Bar Chart.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Select Language + ctrl + CNT (Prime TV Video)
- Go to the Show-me tab
- Select the Stacked Bar chart
Next, we will learn how to create a Side-by-Side Bar Chart.
Side-By-Side Bar Chart
A Side-By-Side Bar chart is similar to a Stacked Bar Chart. The only difference is that here it aligns the bars in a side-by-side fashion.
Now let us use the side-by-side bar charts in Tableau to find the shows in a particular language and Genre.
How to create a Side-By-Side Bar Chart?
The steps below will help to create a Side-By-Side Bar Chart.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Drag Genre to Columns
- Drag Language to Columns
- Drag CNT (Prime TV Video) to Rows
- Select the Side-by-Side Bar Chart from the Show-me Tab
Next, we have TreeMap.
TreeMap
A TreeMap in the tableau charts is a simple rectangular chart representing data in nested rectangles. Dimensions define the structure of the rectangles in a TreeMap.
Now, let us use the TreeMap Charts in Tableau to find the volume of a particular genre based on the number of shows released.
How to create a TreeMap?
The steps below will help to create a Treemap.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Select Genre + ctrl + IMDb Ratings
- Go to the Show-me tab
- Select TreeMap
Next, we will learn how to create a Waterfall Chart.
Waterfall Chart
Waterfall charts are a little complicated, compared to most illustrative charts. Waterfall Charts effectively display the cumulative effect of sequential positive and negative values. It shows where a value starts, ends and how it gets there incrementally.
Now, let us use the Waterfall Charts in Tableau to display the cumulative effect of sequential positive and negative values of the Genre, Language, and Running total of the shows released
How to create a Waterfall Chart?
The steps below will help to create a Waterfall Chart.
- Create a worksheet
- Rename the worksheet if necessary
- Right-click on the Prime TV Video pill
- Select the Create a Calculation field Option
- Write the calculation, as shown below
- Drag Prime TV video to color on the Marks Card
Next, we have the scatter plot.
Scatter Plot
The Scatter Plot in the Tableau Charts is used to compare to measures. All the data’s major aspects can be expressed using the scatter plot’s color, shape, and size.
How to create a Scatter Plot?
The steps below will help to create a scatter plot.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Drag Discount into columns
- Drag Sales into Rows
- Select Scatter Plot from the Show-me tab
Next, we will learn the Side-by-Side circles’ chart.
Side-By-Side Circles
One of the variants of a circle view is the Side-By-Side Circles Chart. The side-by-side circle chart allows users to include more measures to be compared next to each other for a richer analysis.
Now we shall use the Side-by-Side circles Charts in Tableau to represent the shows in their respective genre and language.
How to create a Side-By-Side Circles Chart?
The steps below will help to create a Side-by-Side Chart.
- Create a Worksheet
- Rename the worksheet if necessary
- Drag Genre to Columns
- Drag Language to Columns
- Drag Number of Seasons to Rows
- Select the “Side-by-Side circles” chart from the Show-me tab
Next, we will learn how to create a Line Graph.
Line Graph
The Line Graphs in the tableau are used in combining individual points (in Sequence).
Now, we shall use a Line graph to represent the sales according to months.
How to create a Line Graph?
The steps below will help to create a Line Graph.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Drag Order Date to columns
- Sort Date based on Months
- Drag Sales to Rows
- Tableau will automatically create a Line Chart
Next, we will understand how to create an Area Chart.
Area Chart
An Area chart is similar to a line chart. Except the difference is, here, the partitions are done based on the categories /regions /nation.
Now, we will use the Area Charts in Tableau to find the sales happening in selected regions.
How to create an Area Chart?
The steps below will help to create an Area Chart.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Drag Order Date to columns
- Drag Quantity to columns
- Select Area Map from the Show-me tab
- Drag region to color in the Marks Card
Dual Axis Combination
Dual-axis combination charts, or Combo Charts, are an effective chart type for showing related information while saving real estate by combining views.
Now, we will use the Dual-Axis Charts in Tableau to find out the sales in accordance with the financial years.
How to create a Dual Combination Chart?
The steps below will help to create a Dual Combination Chart.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Drag Order Date to Columns
- Drag Quantity to Rows
- Drag Sales to Rows
- Select the Dual-Axis Chart from the Show-me tab
Next, we will learn how to create a Histogram.
Histogram
A histogram is similar to a bar chart, but it groups the values into continuous ranges. Each bar in the histogram represents the height of the number of values present in that range.
Now, we will use Histogram Charts in Tableau to draw insights on the IMDb ratings.
How to create a Histogram?
The steps below will help to create a histogram.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Select IMDb Ratings
- Go to the Show-me tab
- Select the Histogram chart
Next, we learn how to create Boxes and Whiskers Plot.
Box and Whiskers Plot
The Box and Whiskers plot a way of summing up data as a set of data measured on an interval scale.
Now, we will use Box and Whiskers Charts in Tableau to understand the variations in the interests of the audience based on IMDb Ratings.
How to create a Box and Whisker Plot?
The steps below will help to create a Box and Whisker Plot.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Drag Genre to columns
- Drag IMDb rating to rows
- Select the Boxes and Whiskers plot from the Show-me tab
Next, we shall learn to Create a Gantt Chart.
Gantt Chart
Gantt charts in Tableau are used to find or visualize the time duration for events or activities. Gantt charts make the interdependencies between tasks visually apparent and illuminate the workflow schedule.
We will now use Gantt Chart to understand the requirements of consumers in various categories based on their total orders.
How to create a Gantt Chart?
The steps below will help to create a Gantt chart.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Select Gantt Chart from the marks card
- Drag Order date to columns
- Sort dates to “day”
- Drag Ship mode to rows
- Click on Order date and open the dropdown menu
- Create a calculated field
- Drag time of Shipment to Size on the Marks-card
Now, we will learn how to create a bullet chart.
Bullet Chart
A bullet graph is useful for comparing a primary measure’s performance to one or more other measures.
We shall now start with a bullet chart to estimate the profits in the upcoming fiscal year.
How to create a Bullet Chart?
The steps below will help to create a Bullet Chart.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Drag Profit to columns
- Create a new calculated field
- Drag the newly created calculated field to label
- Change the aggregation from the Sum to Aggregation
- Go to the Show-me tab and select the Bullet chart.
Stacked Bubble Chart
A Stacked Bubble Chart is a way to represent data in the form of a packed bubble where each bubble has a different size based on the magnitude of the variable.
Now we will create a stacked bubble chart to understand which genre has the maximum number of seasons
How to create a Stacked Bubble Chart?
The steps below will help to create a Stacked Bubble Chart.
- Create a worksheet
- Rename the worksheet if necessary
- Hover over the Show-me tab for understanding the prerequisites
- Select Number of Seasons + ctrl + Genre
- Go to the Show-me tab and select Bubble Chart
- Drag Number of seasons to size on the Marks card
- Drag Number of seasons to color on the Marks card
- Drag Genre to Label
With this, we have reached the end of this “Tableau Charts: Your One-Stop solution for all the Charts in Tableau” article.
Next Steps
Tableau Dashboards can be your next stop. Tableau Dashboard will help you to represent your data in a competitive and readily understandable way.
The link to your next stage is here, Tableau Dashboards.
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