Hi all, today is the first episode of my series Tableau tutorial. In my first day working with Tableau The first lesson from the coaches is:” Show me” card in Tableau is a great tool, for customer to consider different options, not for data analyst. Because using this card, you won’t be able to have full control of your view. In this blog, I will go through how to build every recommended chart in the “Show me” card, so that you guys can enjoy the professional use of Tableau. Notice that in this blog, I will use the superstore sales data provided by Tableau in default.

Before we start, I would love to give a shout out to my colleague, Jay since she gave me the idea to write this blog. You guys can see Jay’s blog profile here.

Text Table

This chart shows a table of text data. Basically, just drag your dimensions (blue pills) to the rows or columns (based on your story), then drag your measures (green pills) to the text symbol in the mark window. Kid stuff, right? For example, I want to see the text table about sum of sales for different category and sub-category:

Heat Map

This chart will represent a heat table where we can see the magnitude of a phenomenon as color in 2 dimensions. What you need to do is to drag your 1 (or more) dimensions to row and 1 (or more) dimensions to columns, then drag you measure to the color symbol in the mark window. For example, let’s see the heat map of sum of sales for different sub-category by different segments:

Highlight Table

This chart is a combination of text table and heat map. Therefore, you just need to do exactly like the heat map, but then add you measure to the text symbol in the mark window at the end. I will show the same example as the heat map above:

Symbol Map

This chart is a chart type in which your measure values can be represented for various location on a map using a symbol and the size of the symbol stands for the value. Double click on your geometry variable and then drag you measures to the size symbol in the mark window. For example, I want to see the sum of sales for different states:

Map

This chart is like the symbol map, with just a small difference. Instead of using size, just drag your measure to the color symbol in mark window. Example:

Pie chart

A classic part-to whole chart, all you need to do is to change the mark to pie, drag your dimension to the color symbol and then your measure to angle symbol in the mark window. For example, let’s compare sum of sales from different segments:

Horizontal Bar

Bar chart is my favourite chart of all time because of its power of simplicity.  A user-friendly chart to compare different values by different categories. Drag your measure to columns and your dimension to rows and there you have it! Example for this is sum of sales for different product categories:

Stacked Bar

Similar chart as bar chart but we can add some more level of details. You do the same thing to build the bar chart, then drag another dimension you want to the color. Example, I want to see sum of sales of different categories and for different segments:

Side-by-side Bar

Last bar chart in the list, which is just an upgrade in level of details from the stacked bar chart. Just Drag the dimension in the color symbol, Click Ctrl + drag it to the rows:

One more thing about those bar charts, usually I would prefer horizontal bar chart cause it’s better for me to observe. However, if you want to convert to vertical bar then just click on the swap icon like this:

And that’s it for this blog. I will continue with different charts in the list in the next blog Tableau 202. See yah, data enthusiasts!

The Data School
Author: The Data School