## #WorkoutWednesday wk 33 – What Customers make up XX% Sales?

Community #WorkoutWednesday challenge this week was set by Donna Coles and it was about Pareto chart with certain twists. Here, Requirement was to create Pareto chart to see what proportion of customers make up sales with an option of sliding parameter and few tooltips to make it user friendly along with ease of understanding.

### Requirements:

• Dashboard 800 x 800.
• Selection of the Sales Percentage slider will adjust the highlighted point.
• Sales Percentage slider should increment in 10s from 10%-90%.
• % values displayed to 1 decimal point.
• The Sales Percentage mark highlighted should be the value that is at least the value selected in the slider (eg when 60% is selected, the mark highlighted is 60.1% as the previous mark is 59.9% which is less than the slider value).
• The tooltips on the curve differ from that on the highlighted mark.
• The tooltip on the highlighted mark should also indicate the actual number of customers at that point, as well as the total number of customers.
• Rebuild everything to be identical, matching titles, tooltips, chart formatting.

Here is my output for the challenge (Click on gif for interactive version):

Here are the steps which I undertook to create this dashboard and complete the challenge

Step 1: Create the Parameter as per requirement to select Sales %

Step 2: Create calculated fields required to create the visualisation and calculations

My attempt was to create the dashboard with minimum steps. I created 6 calculated fields + 2 copies of calc fields

% of customers: On X-axis we need to show the running % for distinct customers

% of Sales: on Y-Axis we need to show running % for sales

Customer Point: This field is to show “% of customers” when “Sales %” is >= “% of Sales” field

Dot: Here we will use lookup function to find previous value of “Customer Point”. This field is to circle the position and highlight % of customers basis of % of sales (if 80% sales is selected then to show point at 49.9%)

Fixed Customers: This field to count the distinct number of customers

Sales Point: This field was more of after thought after re-looking at the requirements. This field we will show “% of sales” when “Sales %” is >= “% of Sales” field (if 80% selected then to show 80.1%)

Then, duplicate the “% of customers” and “% of Sales” Field for the purpose of tooltip and format this with 1 decimal point.

Step 3: Create the Sheet for the viz

Drag “% of Customers” and “Dot” field to column shelf then drag “% of sales” to row shelf

Select Customer Name and drag that field to details in Marks area then sort the field descending by sales

Select the graph type as “Area chart” for “% of customers” and “Circle” for “Dot” Field

Now, select “Dual Axis” on Dot field on column shelf then synchronize the axis and remove the “Measure Names” from color shelf

select “Grey” color for the area chart and “Black” color for circle Chart

For the reference lines on sales & customer, drag “Customer point” and “Sales Point” to Marks area

Right click on Y-axis and select add reference line, then select sales point from drop down and set as minimum

Similarly, Right click on X-axis and select add reference line, then select Customer point from drop down and set as minimum

Post this step, your viz is ready and will look like this:

Tooltip: drag “% of sales” , “% of customers”, “Fixed customers” into marks area for “Dot” field and additionally we will have distinct count of customer id on the basis customer name then we will modified the tooltip to see our requirement

Format the sheet and clean it up to meet the requirements and add the sheet into dashboard with few cosmetic changes.

And we are ready with final visualization as show above.

Thanks Donna Coles for this workout.

Happy Data Visualisation!!!!

Thanks for visiting this post. Please do let me know your feedback or if you have any questions about the blog do not hesitate to contact me on twitter (@Desaimithun)

## #WorkoutWednesday wk 32 – Coloring between the lines

#WorkoutWednesday challenge this week was set by @rosariogaunag and it was about coloring between the lines. Here in this viz challenge, we are going to use Area charts to showcase different colors based the lines along with it has dynamic text + values on dashboard on hover. I like how it covers small things which improves the visualization and makes it tempting & simple for user to understand.

### Requirements:

• Dashboard size: 800 x 700.
• Use per capita calculations.
• You must be able to select data from a specific country or the world itself.
• You must be able to select between Ecological FootPrint Production and Ecological FootPrint Consumption.
• The green line should be biological capacity per capita.
• The red line should be ecological footprint per capita.
• If the Biological Capacity is greater than the Ecological Footprint, it means that we have a positive reserve and the area between the two lines must be shaded in green.
• In the opposite case, it means that there is a deficit and the area between the two lines must be shaded in red.
• When you move the cursor over the graph subtitles should update to the selected year.
• When you move the cursor over the graph the subtitle of the difference between Capacity and Ecological Footprint should be green if there is a reserve (+) or red if there is a deficit (-) in the year.
• Rebuild everything to look identical. Make sure you match titles, tooltips, etc.

Here is my output for the challenge (Click on gif for interactive version):

Let me share the steps required to create this visualisation post data is imported into Tableau:

Step 1: Create Parameter to select the type of Ecological footprint “Select EF”

Step 2: Lets create all the necessary calculated fields which we will use in the visualisation

BioCap – This field to derive biological capacity values from the dataset

EcoFootPrint – This field to derive Ecological footprint based on parameter “Select EF”

For the display the color between the lines following calculated fields we need:

Green: To create an area where difference between Biological capacity and Ecological footprint is positive else 0 as value

Red: To create an area where different between Ecological footprint and Biological capacity is positive else 0 as value

White: To create an area where whichever is minimum of biological capacity or ecological footprint is selected as value

Diff: Difference between Biological capacity and Ecological capacity

Display: Label field to show Reserve or deficit based on “Diff” value

Color: Binary field to show different color for “Diff” Value

Step 3: Create First sheet “BioCap”

Drag “Biocap” and “Record” Field to Text area

Drag “country” field to filters then set it to apply for all worksheets using this source and show filters with single dropdown

Drag “Record” field to filters and select Biological capacity as filter

Format the Text based on requirement and arrange them as per following image

Step 4: Create “EcoFootPrint” Sheet

Drag “EcoFootPrint” and “Record” Field to Text area then you will country filter automatically appearing in filters

Drag “Record” field to filters, go to condition tab then select “By Formula” and enter “[Record]= [Select EF]”

Format the text based on requirement and arrange them as per following image:

Step 5: Create “Diff” Sheet

Drag “Diff” and “Display” field to Text and “Color” field to color in marks area then allocate Green color for True and Red for False value

Format the text based on requirement and arrange them as per following image:

Step 6: Create “LineGraph” Sheet

Drag “Year” into column shelf followed by drag “Measure values” into Rows shelf then filter the field by selecting “Red”, “Green” and “White”

Change the chart type to “Area” Chart

Drag “Measure Names” to color shelf and allocate respective color based on field name and we will see following output:

Now drag “Total” field to rows shelf and change the chart into dual axis then select “Line” chart from the Marks area

Drag “Record” field to color shelf and filter shelf then go conditions and apply following formula “Record]=”BiocapPerCap” OR
[Record]= [Select EF]”

Also, change the color for Biological capacity to Green and Ecological footprint to Red for both options of parameter

Step 7: Create “Subtitle” sheet

Drag “Country” and “Year” field to Text area and drag “color” field to color shelf and apply red and green value for true and false value respectively.

Step 8: Create the Dashboard

Now time comes to create the magic, arrange all the sheets into dashboard and set the size of dashboard as 800 * 700 to look like this:

Then we need to do create action filter on hover, so select Dashboard –> Action –> add action -filter and set the filter on all sheet on the basis of Year

Now do the final aesthetic changes like formatting and tooltips to get the final output as per our requirement

we are ready with final visualization as show above.

Thanks Rosario Gauna for this workout.

Happy Data Visualisation!!!!

Thanks for visiting this post. Please do let me know your feedback or if you have any questions about the blog do not hesitate to contact me on twitter (@Desaimithun)

## #Workoutwednesday wk 31: Dynamic Color Legend

This month is community submission month where each week one of the community submission will be pick for challenge , this week #workoutwednesday challenge is set by Sean Miller and it was about dynamic sheets + dynamic color legends on selection of particular parameter from the dashboard. This dashboard has parameter which will show choropleth map with legends on one selection while bar chart on other selection without legend.

### Requirements:

• Dashboard size: 800 x 800. Total sheets are part of the challenge.
• Allow users to select between sales and profit as the measure.
• The map should have the corresponding measure on color.
• When the map is active, the color legend and min/max values should show. When subcategory is active the legend and values show be hidden.
• The color legend should be a stacked bar.
• The title should update appropriately.

Here is my output for the challenge (Click on Image for interactive version):

It took me time to understand the requirement and figure out the way to design the visualisation. lookup() & windows functions did help a lot to build this requirement

Let me share the steps required to create this visualisation post data is imported into Tableau:

Step 1: Create parameters for the visualisation

View by: For Measure selection

What do you want analyze? : To select State or Sub-category

Step 2: Create an calculated fields required for visualisation

ViewBy: To select the measures on parameter selection

selection: To select the sheet to show or hide on basis of “What do you want to analyze?”

State – Label: This is for max/ min legend

Step 3: Create different sheets for the requirements

Map:

Select State from dimension tab and ViewBy in measures then select Choropleth Map from show me to create the visualisation

Now drag selection field to filter –> select all values –> atmost 1

then right click on both the parameters and select show parameter control with this we have this screen:

Bar:

Drag Viewby field in column shelf and sub-category to rows shelf then right click both parameters to show parameters control on the sheet. Now, Drag selection field into filter –> select all values –> atleast 2

Legend:

Select State from dimension to column shelf then ViewBy field to color shelf. (unselect show headers)

Now drag selection field to filter –> select all values –> atmost 1

Min:

Select State-Label field and drag to text in the sheet and then set measure value as minimum

Now drag selection field to filter –> select all values –> atmost 1

Max: Repeat same steps like Min sheet just change the measure value to maximum

Step 4: Create the Dashboard

Drag the vertical objects to the blank dashboard then drag Map and Bar sheet to dashboard then align the other 3 sheets (Min, Legend and Max) on the top right side corner below the parameters

Now we are ready with final visualization.

Thanks Sean Miller for this workout.

Happy Data Visualisation!!!!

Thanks for visiting this post. Please do let me know your feedback or if you have any questions about the blog do not hesitate to contact me on twitter (@Desaimithun)

## #Workoutwednesday wk 30: STATISTICAL SIGNALS IN SUPERSTORE SALES

This week #workoutwednesday challenge was set up by Ann Jackson. It was slightly difficult challenge as this week it was about finding signals or patterns in data with use of control chart. It was more about finding statistical signals using standard deviations and mean/ medians with signals to indicate change in pattern or trend or finding an outlier within the dataset. This is good way to analyze the data and get statistical insights/ signals from the data about pattern and behavior.

### Requirements:

Available here

Here is my output for the challenge (Click on Image for interactive version):

It took me time to understand the requirement and figure out the way to design the visualisation. lookup() & windows functions did help a lot to build this requirement

Let me share the steps required to create this visualisation post data is imported into Tableau:

Step 1: Create 2 parameters for the requirement

Select a Middle line: This parameter to provide drop down option for either median or mean

Select A Test: This parameter to select the type of test we want to perform (outliers, Trend or change)

Step 2: Create the calculated fields required for the visualisation

Middle Line: This field is based on parameter “SELECT A MIDDLE LINE” and based on selection we will have either median or mean of sales

+3SD: This field is to calculate + 3 standard deviation based on middle line

-3SD: This field is to calculate – 3 standard deviation based on middle line

TEST – Outliers: Boolean field to highlight the outliers in the dataset i.e. if the sales value is either above +3SD or -3SD

TEST – TREND: Boolean field to highlight the trend whether current sales > previous month > previous to previous month or current sales < previous month < previous to previous month.

TEST – CHANGE: Boolean field to highlight whether 3 consecutive fields are below or above middle line.

TEST – SELECTION: This field is based on “SELECT A TEST” Parameter and uses above 3 calculated field to show the required value.

Tooltip – Signal: Tooltip to show signal if the sales value matches with any of the parameter selection criteria

Show Text: This is the field to show the necessary text based on parameter selection

STEP 3: There are 3-4 more fields which we need to create but lets start creating data visualisation for first 2 sheets

Drag Order date to column shelf (convert to month)

Drag Sum(sales) and TEST Selection to rows shelf then change it to dual axis followed by sync axis

Drag Middle line, +3SD, -3SD to details in Marks Area

Add a 3 reference lines on the basis of Middle line, +3SD and -3SD

Add Parameter control for Parameters “Select a Middle line” and “Select A TEST”

Then format the sheet as per requirement with tooltips and it will look like following:

Create an new sheet for Text data and drag Show text field to Text

Step 4: Final sheet for Monthly strip chart

For Strip chart, we will need to add following fields into the dataset

TREND: This is boolean field which we will use to highlight the pattern for Trend

CHANGE:This is boolean field which we will use to highlight the pattern for Change

SymbolCOLOR: Based on Parameter selected for the test, this is will return values for the test select and we will use this as also to segregate data into 3 color bucket of blue, amber and orange to show following:

• Meets the test criteria
• Part of test pattern

Finally, we will create 3rd sheet with strip chart:

Drag Order date to column shelf (convert to month)

Then Drag symbolColor to color and shape area under Marks area then create the tooltip to show the values

Step 5: Create the Dashboard

Add all 3 sheets into dashboard as per below image:

Now we are ready with visualization with user experience which we wanted to show.

Thanks Ann Jackson for this workout.

Happy Data Visualisation!!!!

Thanks for visiting this post. Please do let me know your feedback or if you have any questions about the blog do not hesitate to contact me on twitter (@Desaimithun)

## #WorkoutWednesday wk29: Connected Scatter Plot over hover

This week #workoutwednesday challenge was set up by Rody Zakovich, it was about creating a connected scatter plot on hover which allows user experience (UX) feature not available in natively available in product.

### Requirements

• Dashboard size is 600 x 600
• The Scatter Plot has Sales by Profit for each Category and Year
• When a user hovers over any category, all years for the category will be connected by a line
• The line connects the categories by year in ascending order

Here is my output for the challenge (Click on Image for interactive version):

The Challenge seems to be simple but the actual challenge is to create the effect without affecting other categories i.e. they should still be visible and not disappear

Let me share the steps I performed to achieve this effect which I think is cool way to showcase scatter plot for user experience:

Step 1: Data Preparation

Since dataset has 3 categories, we will union the orders sheet twice with original data with required fields of Order_date, Category, sales and profit.

This union of dataset will help us to create the action filter in further steps.

Step 2: Calculated Fields

CalcProfit: we will use LOD function to create average of profit values on the basis of Category, Table Name, year of Order date) since we have duplicated the numbers average will help us get original values

CalcSales: we will use LOD function to create average of sales values on the basis of Category, Table Name, year of Order date) since we have duplicated the numbers average will help us get original values

SalesCategorywisesales: This field is to aggregate the data on each category using the Table name field

SalesCount: This field is conditional field to show the line chart in our next chart

CalcCategory: Final field of mapping each category to table name for Action Filter

Step 3: Create the visualisation

Replicate the below Visualisation with relevant fields into rows and column shelf then create the dual axis. Post this add required field into Marks shelf for both CalcSales and SalesCount field.

Last but the most important step, create an dashboard and import the sheet into dashboard. Then select the Dashboard –> Action Filter

set the action on hover on the basis of CalcCategory to Table Name

Do few changes in format and tooltip

Now we are ready with visualization with user experience which we wanted to show.