3 Ways to Make Lovely Line Graphs in Tableau

3 Ways to Make Lovely Line Graphs in Tableau

This content is excerpted from my book Practical Tableau: 100 Tips, Tutorials, and Strategies from a Tableau Zen Master published by O’Reilly Media Inc., 2018, ISBN: 978-1491977316. Get the book at Amazon.
Tableau Lovely Line Graphs FeatureDue to the popularity of 3 Ways to Make Beautiful Bar Charts in Tableau, I’ve decided to follow it up with some ideas for making your line graphs more engaging in Tableau. Line graphs are a close second to bar charts as my favorite fundamental visualization type and are the obvious choice for evaluating trends over time.

Like bar charts, the invention of line graphs is generally credited to William Playfair at the end of the 18th century. Also like bar charts, I blame their age and people’s familiarity with line graphs as the reason some data visualization enthusiasts look for “more engaging” choices. Line graphs have stood the test of time and their effectiveness cannot be denied. I’m hoping that these three approaches help cement line graphs as a top choice for your Tableau data visualizations.

 

1. Use Formatting Available in Tableau

My first tip for making line graphs more engaging is to use the formatting options available to you in Tableau. Consider the following sales by segment line graph with all of the default Tableau format settings. Note that I’ve used the Month([Order Date]) field as continuous and filtered the data to the year 2016.

Tableau Sales by Segment Line Graph Default

A great deal of thought went into Tableau’s default formatting including the fonts, colors, and mark sizing. So as can be expected from my data visualization tool of choice, this graph is already getting the job done and providing good insights. That being said, if one of your objectives is to make the graph as engaging as possible, there are several opportunities to add value to this view.

First, I’ve never personally liked the axis title that is used to designate the date granularity when you are using a date field continuously. While I appreciate the clarity the axis title provides, this information is typically already implied in the graph itself and usually stated in surrounding context (i.e. “This is a graph about Sales by Month last year”). I almost always get rid of this axis title. Unfortunately, if you right-click on the axis and deselect “Show Header”, both the axis title and month names disappear. To get rid of only the axis title but keep the month names, right-click on the axis, and choose “Edit Axis…”. This will open a dialog box where you can change the axis title. The trick is to simply delete all of the text on this line; then click the OK button.

Tableau Edit Axis Title

Next, if this is a standalone visualization, the weight of the lines is too light. To change the weight of the lines, click on the Size Marks Card and drag the slider left or right until the lines are weighted as desired. I normally find that the second ‘notch’ on the Size Marks Card is a good option for lines.

Tableau Size Marks Card

Take this on a case by case basis because sometimes heavier lines won’t look good when used in a tighter space (such as one of several components on a dashboard).

The next formatting tip addresses one of the most common questions I am asked while speaking about Tableau: Markers. Markers are the small circles that are sometimes seen on data points of a line graph. Markers serve a practical purpose of telling the end user where there is data in a subtle way, and they also are an easy way to enhance a line graph. To add markers, click on the Color Marks Card and select the second Markers option.

Tableau Color Marks Card Markers

The next tip is optional, but many times I like to make the line or insight that I care about “pop” on the view. This can be accomplished in several ways; the easiest of which is to click a dimension member on the color legend.

Tableau Sales by Segment with Corporate Highlighted

This approach also allows the end user to make the selection that they care about. Another way to highlight a dimension member would be to show a highlighter for the Segment dimension. This would be accomplished by right-clicking on the Segment dimension (currently on the Color Marks Card) and choosing “Show Highlighter”.

There are other times that you want to make the highlight more permanent. Maybe I am the manager of the corporate segment, so I always want it highlighted throughout all views. Or maybe I’m not allowed to see the performance of the other dimension members, but my boss wanted me to see my segment’s performance in context of the others. There is a way to do this with parameters which is beyond the scope of this post, but it can also be accomplished easily by changing the colors of the dimension members. Here’s how my line graph looks after “graying out” two out of three dimension members by clicking on the color legend and remapping the colors. To finalize the view, I’ve also put the colors and fonts in brand.

Tableau Sales by Segment Line Graph with Formatting

 

2. Maximize the Data-Ink Ratio

The next tip should be considered for any visualization you create: Maximize the ‘Data-Ink Ratio’. The Data-Ink Ratio is a concept introduced by Edward Tufte, who says you should dedicate as much ‘ink’ on a view to the data as possible. This means getting rid of unnecessary lines, effects, and anything else that detracts from the data itself.

There are a couple of opportunities to make our line graph even more minimalistic than it already is. First, the axis ticks on the Sales axis can be reduced by at least half. The axis ticks for Sales on this line graph are the multiples of $5,000 going up the Y-axis. By default, these are often too granular for my taste, and cause too many extra lines and too much ink. To fix the axis ticks, right-click on the Y-axis, click “Edit Axis…”, and navigate to the “Tick Marks” tab. You should beware that this option truly does fix the axis tick marks, so if you filter the view later, this setting will stick.

Tableau Axis Tick Marks

Here’s how my line graph looks after fixing the tick marks at 15,000 units.

Tableau Sales by Segment Line Graph Fixed Tick Marks

This same approach can be taken on the X-axis with months if you are using a continuous axis. This is not always an appropriate choice, but often the range of the axis is enough to communicate what the visualization is about. I often show only the starting point and end point of the X-axis of a line graph, especially when using sparklines. Here’s how my line graph looks after fixing the axis ticks at eleven months with an origin of January 1st.

Tableau Sales by Segment Line Graph Fixed Dates

To finalize the view, I will hide the axis rulers and change the gridlines to dotted. Both of these options are found in the formatting pane which you can reach by right-clicking on the graph and choosing “Format…”.

Tableau Sales by Segment Line Graph Dotted Gridlines

Compare this to the default line graph at the beginning of the post!

 

3. Leverage the Dual-Axis

There are at least two ways the second axis on a line graph can be used to enhance the visualization. Let’s say that we really like the markers from the formatting tip above, but would like to make them more pronounced. To do this, start by putting the Sales measure on the Rows Shelf a second time, right-click on it, and choose “Dual Axis”.

Tableau Sales Dual Axis Line Graph

Ensure the axes line up by right-clicking on the right axis and choosing “Synchronize Axis”.

Now that you’ve got two measures on the Rows Shelf, you’ve also got two sets of Marks Cards on the Marks Shelf. These can be edited independently, which means you can keep the mark type for the first occurrence of Sales as Line, but change the mark type for the second occurrence of Sales to Circle. After sizing the circles, which are your new markers, hide the right-axis by clicking on it and choosing “Show Header”.

Tableau Sales by Segment Line Graph with Dual-Axis Circles

The last tip for using the dual-axis to enhance a line graph is a design inspired by Google Analytics. When showing only one measure and dimension member at a time, Google Analytics shows a dual-axis line graph / area graph combination. To show you this approach, I am going to filter the view to only the segment that I care about: Corporate.

Tableau Sales by Segment Line Graph Filtered to Corporate

Now that we’ve isolated a single dimension member, change the Mark Type on the second occurrence of Sales to Area. Lastly, reduce the opacity of the area to something very light, such as 10%. Here is how my final view looks.

Tableau Sales by Segment Dual-Axis Line Graph Area Graph

Thanks for reading,
– Ryan


By | 2018-05-17T00:25:01+00:00 February 7th, 2017|Tableau Tips|