This is the fifth and final post in a series on dashboard gauges in Tableau. To this point, we’ve covered bullet graphs, rounded gauges, custom background images, and ‘stock ticker’ gauges. For this final installment, we’ll have some fun and use custom shapes that dynamically change based on performance. Like the stock ticker gauge, most shapes are not the best choice for visualizing magnitude, but just like sometimes when you need something other than a bar chart, sometimes you need a gauge other than a bullet graph. I like the custom shape indicators I’m sharing because they: (1) immediately and intuitively convey performance, (2) have a minimalist design, and (3) provide a starting point that can be linked to deeper analysis. This post will show you how to: (1) find and format custom shapes for your dashboard, (2) install those shapes in your Tableau Repository so you can map them to your data, (3) write a calculation to dynamically change the shape being displayed based on performance, and (4) use dashboard actions and/or the viz in tooltip feature to link to deeper analysis.
This is the fourth in a five-part series on dashboard gauges in Tableau. For future updates, subscribe to my mailing list. The next gauge I will show you how to build in Tableau was inspired by the stock tickers seen on major news networks and stock portfolio apps. The visualization typically features the positive or negative change of a stock or index, preceded by an up or down colored triangle, and are occasionally enclosed by a colored rectangle to reinforce the change. You may not initially think of this as a gauge, but in this series, gauges are defined as chart types that show progress to a goal or comparison point. While stock tickers aren’t the best choice for visualizing the magnitude of a change, I like them because they: (1) clearly indicate a positive or negative performance (2) have a minimalist design (3) are encoded by both color and shape; an approach to double-encoding that is colorblind friendly. If you’re looking to try a slightly different approach, the stock ticker gauge is a good alternative to callout numbers across the top of your dashboards. This post will show you how to use Gantt charts in a unique way and the up (▲) and down (▼) alt code characters to create a ‘stock ticker’ in Tableau.
Thank you for your support in 2018. This time of year is always a time of reflection for me, and one consistent theme I’m grateful for - and which I’ve come to realize is the single biggest-driving force behind my career - is you: the community. Your support has not only inspired me, it has made it possible for me to grow personally. You have forced me to sharpen my skills by teaching and challenged me to provide better solutions. So Thank You. Each year, I ask how could the next possibly be better, but 2018 included more huge updates: (1) I rebranded my analytics consulting agency, Ryan Sleeper LLC, to Playfair Data, (2) we launched Playfair Data TV, a premium online Tableau video training resource, (3) my book Practical Tableau was published, and (4) I had the opportunity to speak at 8 Tableau user groups across the US, Canada, and England. And, of course, I released more content! 41 blog posts and 50 videos to be exact. As a small token of my appreciation, I’m sharing my top ten posts and some statistics from my blog. My hope is that this content helps you in your Tableau journey, and that my observations provide some insight into the current state of the Tableau / analytics community. I’ll close the post by previewing even more announcements coming in 2019.
This is the third in a five-part series on dashboard gauges in Tableau. For future updates, subscribe to my mailing list. To this point in the series, I’ve shown you my favorite type of gauge with bullet graphs and a way to round gauges when your primary objective is to track progress to 100%. In the next example, I will show you how to make a gauge with any image. I learned this trick from Lindsey Poulter in her visualization, Best States to Raise Children. Downloading Tableau Public visualizations and reverse engineering them is one of the best ways to pick up new techniques. In the visualization, Lindsey draws an arrow over a custom sequential color palette to communicate performance across five different categories. In this post, I’ll show you how to make a gauge out of a custom background image for a company that is interested in viewing individual responses to a Net Promoter Score (NPS) survey. The following approach is useful any time you want to customize how a gauge looks with the image of your choosing.
Tableau set actions are a new (as of version 2018.3) type of dashboard action that will unlock new user experiences by allowing you to dynamically control which dimension members are included in a set. Some of my favorites that have already been figured out include How to Highlight with Color by Matt Chambers, How to Change Dimensions by Lindsey Poulter, How to Make a Cross-Highlight by Rody Zakovich, and How to Drilldown in a Single Sheet by Ann Jackson, just to name a few. A general thread that I’ve noticed between the innovative applications of set actions is they’re often used to make existing dashboards and tutorials better, and I am no exception. I’ve shown you before how to dynamically group the top N vs everything else using a parameter. This is a user experience I like because it reduces the cognitive load on my end user, making it easier for them to consume the view. In this post, I will make this experience even better by using set actions to allow my end user to choose the top N by simply clicking on the dimension members on a chart.