In this chapter, we will dive deeper into the world of Tableau visualizations, particularly focusing on intermediate-level charts and features that will help you gain valuable insights from your Salesforce data. We will explore donut charts, funnels, maps, and hybrid visualizations while also learning about filters and calculated fields. By the end of this chapter, you will be well-equipped to create more complex and informative visualizations that can provide powerful insights and help guide business decisions. So, let us get started and take your Tableau and Salesforce skills to the next level!
The chapter covers the following topics:
- Introduction to deeper insights
- Donut charts
- Filters and calculated fields
- Bar-in-bar charts
- Maps
In this chapter, we will get to know how to use different types of charts like donut charts and funnel charts. We will learn what they are good for and what their limits are. You will learn how to make donut charts that show your data clearly. We will also go over how to change your data with filters and special calculated fields to make it just right for your needs.
Next, we will cover how to put together bar-in-bar charts. These let you see two sets of data at the same time in one chart, which can give you better insights. Then, we will explore how to use Tableau’s tools to make maps with your data. This can help you see where things are happening in the world.
We will also make sure you know how to tweak these maps so people using them can interact with them easily. You will learn to create filled maps that add color to different areas based on your data. Lastly, we will look at different ways to use maps to spot trends and patterns that have to do with locations. This chapter will give you the skills to turn your data into maps and charts that tell a clear story.
Introducing intermediate visualizations
In the previous chapter, we learned to create several types of visualizations and put them together in a dashboard to help our audience understand our insights more quickly. We will now discuss some more complicated types of charts, use filters, and create calculated fields to bring our ability to gain insight from Salesforce data to the next level.