Bar-in-bar chart – Extracting Deeper Insights with Funnels, Maps, and Hybrid Visualizations

Posted on by Mary Kimberlin

A useful case for Salesforce and Tableau is to compare sales performance across time and against a target. To showcase this, we will create a bar-in-bar chart that tracks the Expected Amount for each Opportunity Owner.
In the following example, User table has been added to the Opportunities standard connection in order to show the names, rather than the IDs of the opportunity owners. We will now proceed to build the bar-in-bar chart, using the following steps:

  1. To start with, drag First Name to Rows, as shown in Figure 5.45:

Figure 5.45: Adding First Name to Rows shelf

  1. Next drag SUM(Expected Amount) to Columns, as shown in Figure 5.46:

Figure 5.46: Adding Expected Revenue to Columns shelf
We want to choose only Opportunities that relate to Q1 2022 or Q1 2023. Furthermore, for Q1 2022, we only want to look at Closed Won Opportunities.
We will, therefore, use a calculated field to look only at relevant opportunities. To add the calculated field, follow these steps:

  1. First, use one of the methods shown in the previous section to create a new calculated field. In the window that opens, we will write:
    ([Fiscal Year]=2023
    AND
    [Fiscal Quarter]=1)
    OR
    ([Fiscal Year]=2022
    AND
    [Fiscal Quarter]=1
    AND
    [Stage]=”Closed Won”)
  2. Then we will give it a name, say Relevant Opportunities.
  3. Finally, we will click on OK, the final result is shown in Figure 5.47:

Figure 5.47: Creating relevant opportunities calculated field

  1. Now that the field has been created, drag it onto the Filters card and select True from the menu that opens, then click OK, as shown in Figure 5.48:

Figure 5.48: Filtering data to relevant opportunities

  1. Tableau will now filter all the opportunities to show only the ones that meet our criteria, as shown in Figure 5.49:

Figure 5.49: Data filtered to specified opportunities

  1. Now drag the Fiscal Year to the Size mark, as shown in Figure 5.50:

Figure 5.50: Adding Fiscal Year to Size mark

  1. Drag the Fiscal Year to the Color mark, as shown in Figure 5.51:

Figure 5.51: Adding Fiscal Year to Color mark

  1. Right now, Tableau is putting the amount for 2022 after the amount for 2023, but that is not what we want for a bar-in-bar chart. To change that, click on the Analysis menu at the top of your screen, as shown in Figure 5.52:

Figure 5.52: Accessing Analysis menu

  1. Click on Stack Marks in the menu that opens now, as shown in Figure 5.53:

Figure 5.53: Turning off Stack Marks option

  1. Select Off, as shown in Figure 5.54:

Figure 5.54: Stack Marks set to Off

  1. Your bar chart should look something like the chart below, as shown in Figure 5.55:

Figure 5.55: Final bar-in-bar chart

  1. As you can see, Doroth and Charlotte’s performance this year is better than last. Everybody else, however, seems to be having a much tougher time.

Filters and calculated fields – Extracting Deeper Insights with Funnels, Maps, and Hybrid Visualizations

Posted on by Mary Kimberlin

We will again use donut charts to look at the ratio of lost to won opportunities per lead source. To do so, we will have to perform two operations:
• Filter the stage so that it only shows opportunities that have been either Lost or Won.
• Create a new field that labels each opportunity as lost, won, or still open.
From a new sheet, the steps to perform are as follows:

  1. Drag Stage to the Filters card. A menu will open, as shown in Figure 5.30:

Figure 5.30: Adding Stage filter

  1. Select Closed Lost and Closed Won from the available list and press OK, as shown in Figure 5.31:

Figure 5.31: Selecting specific Stage values to filter

  1. There are several ways to create a calculated field in Tableau. The two most popular ones are the following: 1. Click on the caret next to the search function on top of your dimension list, then select Create Calculated Field, as shown in Figure 5.32:

Figure 5.32: Accessing Create Calculated Field option

  1. From the Analysis menu at the top of your sheet, click on Create Calculated Field , as shown in Figure 5.33:

Figure 5.33: Accessing Create Calculated Field via Analysis menu

  1. The calculated field window will now open. In this window, you can find five things, as shown in Figure 5.34:
  1. Calculation title: This is where you can type the name you will give to the new field you are creating.
  2. Calculation area: This is where you will write the logic that determines the output of the field you are creating.
  3. Function list: This is the list of ready-made functions available to use, which are not too dissimilar from what you can find in Excel or SQL. When you select a function, Tableau shows you what it does and gives you an example of how to use it.
  4. Apply button: Clicking this button will create your calculated field or modify your calculated field but will not close the window. It is useful if you are trying different calculations until you set on the final one.
  5. OK button: Clicking this button will create your calculated field or modify your calculated field, then close the window. It is useful if you are satisfied with the calculation.

Figure 5.34: Calculated Field window overview

  1. Since we want to create a new field based on Stage, we will use an IF function. The formula is as follows:
    IF [Stage] = ‘Closed Lost’ THEN ‘Lost’

ELSEIF [Stage] = ‘Closed Won’ THEN ‘Won’

ELSE ’Still Open’

END

  1. As a title, we will write Lost, Won or Open, then press OK, as shown in Figure 5.35:

Figure 5.35: Creating Lost, Won or Open calculated field
Calculated fields are automatically added to the list of fields and can be distinguished by the little equal sign that precedes their data type, as shown in Figure 5.36:

Figure 5.36: New calculated field added to dimensions list
You can always change a calculated field in Tableau, just by right clicking on the name and selecting Edit from the menu that opens, as shown in Figure 5.37:

Figure 5.37: Editing a calculated field

  1. Now that you have filtered your Opportunities and created a new calculated field, follow the steps in the previous section to create a new donut chart. The final result should look something like Figure 5.38:

Figure 5.38: Final donut chart with calculated field

  1. To compare the share of lost and won opportunities by lead source so we will drag Lead Source to Columns, as shown in Figure 5.39:

Figure 5.39: Adding Lead Source to Columns shelf

  1. Tableau has created a series of donut charts, one for each lead source, as shown in Figure 5.40:

Figure 5.40: Donut charts showing breakdown by Lead Source

  1. We can see that some lead sources provide opportunities that are more likely to close, but our calculation does not show the share of lost and won opportunities per lead source.
    To change it, click on the field used for the share calculation. It has a triangle next to its name, as shown in Figure 5.41.

Figure 5.41: Selecting share calculation pill

  1. From the menu that opens, click on Edit Table Calculation, as shown in Figure 5.42:

Figure 5.42: Accessing Edit Table Calculation

  1. From the menu that opens, click on Cell, then click on the x in the top right corner to close the menu, as shown in Figure 5.43:

Figure 5.43: Changing table calculation to Cell level
Your calculation should now be correct, as shown in Figure 5.44:

Figure 5.44: Correct donut chart calculations

Donut charts – Extracting Deeper Insights with Funnels, Maps, and Hybrid Visualizations-2

Posted on by Mary Kimberlin
  1. As usual we want to make it more informative. We will start by dragging our measure in the Label menu for our white pie chart, as shown in Figure 5.15:

Figure 5.15: Adding measure to label mark of main pie chart

  1. We will repeat the same step, but for the other menu, as shown in Figure 5.16:

Figure 5.16: Adding measure to label mark of secondary pie chart

  1. Next we will hide both axes, as they are not needed for our chart. To do so, right click on your left axis, and a menu will open, as shown in Figure 5.17:

Figure 5.17: Right clicking on vertical axis to access menu

  1. Click on Show Header, as shown in Figure 5.18:

Figure 5.18: Selecting “Show Header” option to hide axis

  1. To remove all unnecessary lines from the chart, click on Format at the top of your workbook and then on Lines, as shown in Figure 5.19:

Figure 5.19: Accessing Format | Lines menu

  1. The Format Lines menu will open, as shown in Figure 5.20. Open each menu and select None. Repeat this step for the Sheet, Rows and Columns menu:

Figure 5.20: Setting line formatting to None

  1. If you want to also remove the border lines, click on the square icon and select None, as shown in Figure 5.21, for all the menus in Sheet, Rows and Columns:

Figure 5.21: Removing chart border lines

  1. Your donut chart should look, as shown in Figure 5.22. In the center, you can see the full amount and next to each slice, its relative amount.

Figure 5.22: Final customized donut chart

  1. We can also change the absolute amounts into percentages. To do so, we select the menu for our colorful pie chart and click on the measure we have previously added to the Labels mark, as shown in Figure 5.23:

Figure 5.23: Selecting measure pill

  1. Click on Add Table Calculation. A new menu will open, as shown in Figure 5.24:

Figure 5.24: Adding table calculation

  1. In the menu that opens, select Percent of Total from the Calculation Type menu, as shown in Figure 5.25:

Figure 5.25: Setting calculation to Percent of Total

  1. The absolute numbers have now changed into percentages, as shown in Figure 5.26:

Figure 5.26: Measure values converted to percentages

  1. It is possible to have both percentages and absolute numbers by dragging your measure on the Label mark in the colored pie menu, as shown in Figure 5.27:

Figure 5.27: Adding second measure pill for both values

  1. To further aid comprehension, we will add the dimension to the Label as well, and proceeded to format the menu as shown in Figure 5.28:

Figure 5.28: Formatting label marks
The final donut chart should look similar to the one in Figure 5.29:

Figure 5.29: Final informative donut chart

Donut charts – Extracting Deeper Insights with Funnels, Maps, and Hybrid Visualizations-1

Posted on by Mary Kimberlin

Donut charts are an alternative to pie charts, which allows for better use of screen space. I would not recommend using donut charts for more than three categories. In this case, we will use it to look at the rate of opportunities closed. To create a donut chart, the steps are as follows:

  1. Drag your Dimension (in this case, Closed) to the Color mark, as shown in Figure 5.1:

Figure 5.1: Dragging Closed field to Color mark to create donut chart

  1. From the Marks menu, choose Pie, as shown in Figure 5.2:

Figure 5.2: Changing marks type to Pie to create donut chart

  1. Take your measure (in this case a count distinct of Opportunity ID) and drag it to the Angle mark, as shown in Figure 5.3:

Figure 5.3: Dragging Opportunity ID count to Angle mark for donut chart

  1. Your data should now look like a pie chart, as shown in Figure 5.4:

Figure 5.4: Initial donut chart created

  1. To create a donut chart we need to ‘trick’ Tableau into thinking there are two pie charts. To do so, in the Rows space, type the following, as shown in Figure 5.5:
    AVG(0)

Figure 5.5: Adding AVG(0) calculation to rows shelf to create stacked pies

  1. Then, repeat the same step again, as shown in Figure 5.6:

Figure 5.6: Adding second AVG(0) calculation to rows shelf

  1. You should now have two pie charts vertically stacked, as shown in Figure 5.7:

Figure 5.7: Vertically stacked pie charts created

8. Click on the caret that appears when hovering on either of the measures you have just created. A menu will, now, open, as shown in Figure 5.8:

Figure 5.8: Hovering over measure pill to access menu

  1. Click on the Dual Axis, as shown in Figure 5.9:

Figure 5.9: Selecting Dual Axis option

  1. Your pie charts are now on top of each other, so that it looks like you only have one pie chart. You also have 3 Marks menus now; one for each measure and one that controls both, as shown in Figure 5.10:

Figure 5.10: Stacked pie charts now overlapping as one chart

  1. Open one of the measure menus and remove all pills by dragging them away from the menu, as shown in Figure 5.11:

Figure 5.11: Removing pills from secondary measure

  1. From the same menu, click on the Color mark and select the color which matches your background (in this case white), as shown in Figure 5.12:

Figure 5.12: Changing secondary measure’s color to match background

  1. Still in the same menu, click on the Size mark and drag the indicator left to reduce the size of your chart, as shown in Figure 5.13:

Figure 5.13: Reducing secondary measure’s size

  1. Your chart should now start to look like a donut chart, as shown in Figure 5.14:

Figure 5.14: Donut chart taking shape

Introduction – Extracting Deeper Insights with Funnels, Maps, and Hybrid Visualizations

Posted on by Mary Kimberlin

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!

Structure

The chapter covers the following topics:

  • Introduction to deeper insights
  • Donut charts
  • Filters and calculated fields
  • Bar-in-bar charts
  • Maps

Objectives

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.

Conclusion – Exploring Charts, Graphs, and Dashboards

Posted on by Mary Kimberlin

In this chapter, we have explored various methods for connecting to data in Tableau and delved into the software’s data cleaning and transformation capabilities. We learned how to connect to Salesforce data using the Salesforce Connector and how to authenticate and configure the connection successfully.

We also discussed connecting to data exported to a SQL database and highlighted scenarios where this method may be beneficial. Furthermore, we have equipped you with the skills to manipulate data in Tableau using techniques such as pivot, join, and split once the data is loaded into the software.

In addition, we have covered managing data sources in Tableau, including connecting to multiple data sources, creating data source filters, and crafting calculated fields. With the knowledge and skills gained from this chapter, you are now better prepared to effectively connect to, clean, and transform data in Tableau for enhanced data analysis and visualization. This will ultimately enable you to make more informed decisions and drive impactful insights from your data.

In the next chapter, we will delve into the core functionality that makes Tableau such a powerful visualization tool.

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Bringing all your insights together in a dashboard – Exploring Charts, Graphs, and Dashboards

Posted on by Mary Kimberlin

The previous example shows that sometimes the full extent of our analysis can only be achieved by comparing several charts. However, we would not want our users to keep switching back and forth between tabs to follow our conclusions. This is where Tableau’s dashboard functionality comes in handy.

To create a dashboard, click on the New Dashboard button as shown in Figure 4.53:

Figure 4.53: Clicking on ‘New Dashboard’ button to create a dashboard

This is the dashboard area. It displays the following as shown in Figure 4.54:

  1. Preview menu: This menu allows you to see how your dashboard will look on different devices.
  2. Size: From here, you can choose your dashboard size among a list of preset ones or define your own.
  3. Sheets: From here, you can choose which sheets to drag to the dashboard.
  4. Objects: From here, you can choose additional objects like images and text boxes to add to the dashboard.
  5. Layout: The layout tab allows you to finetune the way your dashboard looks.
  6. Dashboard: It is the actual dashboard, your canvas on which you will add your charts.

Figure 4.54: Turning data into visual insights on your dashboard

To add a sheet to the dashboard, select it from the sheets list, drag it, and drop it onto the dashboard as shown in Figure 4.55:

Figure 4.55: Adding a sheet to the dashboard by dragging and dropping from the sheets list

As you can see, Tableau has added the chart so that it takes the entire dashboard and added on the right a color and size legend. Now add the second chart on the right of the first one. Tableau will grey out the area which will be covered by your chart as you drag it as shown in Figure 4.56:

Figure 4.56: Tableau dashboard with enlarged chart and size legend, ready for placement of second chart

Figure 4.57: Second chart

Next, add your third chart underneath the first one (Figure 4.57) as shown in Figure 4.58:

Figure 4.58: The third chart is added below the first chart

Finally, add your last chart, in the bottom right quadrant as shown in Figure 4.59:

Figure 4.59: Bottom right quadrant chart added as final touch

This dashboard is not particularly informative therefore some adjustments are required. First, the size should be increased to obtain more space to work with. To change size, click on the Size menu as shown in Figure 4.60:

Figure 4.60: Adjusting dashboard size for enhanced working space

Click on Desktop Browser (1000 x 800) as shown in Figure 4.61:

Figure 4.61: A desktop browser displayed on a screen

Choose your preferred size. Here, we have chosen Generic Desktop, as shown in Figure 4.62:

Figure 4.62: Selecting Generic Desktop size for customized experience

You can also alter the Width and Height values directly to your preferred values, as shown in Figure 4.63:

Figure 4.63: Customize dimensions effortlessly by directly inputting preferred Width and Height values

Next, we will add the dashboard title by clicking on the Dashboard menu as shown in Figure 4.64:

Figure 4.64: The Dashboard title is added by clicking on the Dashboard Menu

And we will click on Show Title as shown in Figure 4.65:

Figure 4.65: Click “Show Title”

Dashboard 1 is not a very insightful title. To change a title, double-tap on it, to open a menu as shown in Figure 4.66:

Figure 4.66: Changing the title of Dashboard 1 using the menu.

Type in your desired title as shown in Figure 4.67:

Figure 4.67: Title input field on a digital screen

Click on OK as shown in Figure 4.68:

Figure 4.68: Confirming user action with a simple click of ‘OK’

Following the same method, we will change the titles of each chart as shown in Figure 4.69:

Figure 4.69: Chart titles undergo transformation with consistent approach

Since we have added labels to all my charts, the legends are unnecessary, so we will remove them to give more space to my charts. To do so, click on a legend as shown in Figure 4.70:

Figure 4.70: Removing legends to create more space for charts

Next click on the x button in the top right corner, as shown in Figure 4.71:

Figure 4.71: Closing the opportunity score popup

Repeat for all the legends you do not wish to show. The dashboard looks more professional now, as can be seen below:

Figure 4.72: Dashboard with hidden legends

Your users can now see all your charts at a glance and quickly absorb the knowledge you wish to impart.

Treemaps in Tableau – Exploring Charts, Graphs, and Dashboards

Posted on by Mary Kimberlin

The process to create treemaps in Tableau using the Show Me menu is the same as for creating pie charts. The only difference is that rather than clicking on the pie chart icon, you should click on the treemaps icon as shown in Figure 4.38:

Figure 4.38: Creating treemaps in Tableau is just like creating pie charts, but with a treemaps icon

In this case, rather than using Expected Amount, we will be using Amount. Following the same steps as before, this is the final chart, as shown in Figure 4.39:

Figure 4.39: Final chart showing the usage of “Amount” instead of “Expected Amount”

Just as before, we will change from the total amount to the average amount and add more information to the chart to benefit the reader. The final result is shown in Figure 4.40:

Figure 4.40: Chart displaying total and average amounts, enhanced with additional information

Just as in the previous case, it would seem that average amount is the same, but some sources generate more opportunities.

Scatterplots in Tableau

Looking at Opportunities Source gave us some insights, but we want to understand more about where our revenues are coming from, so we will look at Lead Source instead and compare expected revenues with nominal revenues in a scatter plot.

To create a scatter plot in Tableau, start by dragging one of your measures to Rows as shown in Figure 4.41:

Figure 4.41: Scatter plot creation in Tableau: Dragging a measure to Rows

Drag the other measure to Columns as shown in Figure 4.42:

Figure 4.42: Drag the measure to Columns

Drag the dimension used to breaking down your measures to Detail. In this case, we want to compare revenues by Lead Source, so Lead Source is the field we will add to Detail as shown in Figure 4.43:

Figure 4.43: Breaking down measures by Lead Source in a dimension drag

You now have your scatterplot as shown in Figure 4.44:

Figure 4.44: Visualization of the scatterplot

Just as before, to better aid comprehension, the chart can be customized. To add the name of the lead source to the chart, drag Lead Source to the Label mark as shown in Figure 4.45:

Figure 4.45: Adding lead source to the chart for better comprehension

To further differentiate, drag Lead Source to the Color mark. Each circle now has a different color as shown in Figure 4.46:

Figure 4.46: Differentiating lead sources by dragging to the mark, resulting in varying circle colors

It is also possible to choose which shape to display in the chart. To do so, click on the Shape mark. You will now see a selection of shapes from which you can choose your favorite as shown in the Figure 4.47:

Figure 4.47: Choosing a shape for the chart

Here, we chose to replace circles with dots as shown in Figure 4.48:

Figure 4.48: Circular shapes transformed into dots

When comparing totals, unsurprisingly, there is a strong positive correlation between expected revenues and nominal revenues, so the higher the amount in our pipeline, the higher the amount we expect to convert into actual revenues. We can further confirm this by adding a trend line to the chart. To add a trend line, click on the Analysis menu as shown in Figure 4.49:

Figure 4.49: Analysis menu

Hover on Trend Lines as shown in Figure 4.50:

Figure 4.50: Visualizing trends

Click on Show Trend Lines as shown in Figure 4.51:

Figure 4.51: Analyzing trends with the click of a button

This is not the full story though, so we will now compare the average expected amount with the average nominal amount. Following the same steps as before, including the customization, the final chart can be seen in Figure 4.52:

Figure 4.52: Comparing average expected and nominal amounts

Comparing these two charts reveals that some sources bring in higher quality opportunities than others. For example, the two sources that bring in the largest amounts of opportunities, tell a different story when comparing averages. Trade shows bring in more opportunities which are also more likely to realize as concrete revenues. However, opportunities brought in via employee referrals, while many, are less likely to close than they should be. Finally, opportunities brought in via Public Relations are fewer and less likely to close, so we may want to review our strategy there.

Pie charts in Tableau – Exploring Charts, Graphs, and Dashboards

Posted on by Mary Kimberlin

The easiest way to create pie charts and tree maps in Tableau is to use the Show Me menu (an alternative way to create pie charts will be discussed in the next chapter). For this example, we will be using the Opportunities data which can be found under the Standard Connection tab in the data menu as shown in Figure 4.21:

Figure 4.21: Tableau’s Show Me menu simplifies the creation of diagrams

Disclaimer: Pie charts become hard to read when they are split into more than two categories, and the same information can be represented in other charts, which take up less screen space, so please use them sparingly.

To start, double-click on Opportunity Source in the Dimensions menu as shown in Figure 4.22. Tableau will automatically add it to Rows.

Figure 4.22: Opportunity source

Next, double-click on Expected Amount. Tableau will automatically add it to the Label mark as shown in Figure 4.23:

Figure 4.23: Tableau adds Expected Amount to Label mark.

Finally, click on the Show Me menu and select the pie chart visualization from the menu as shown in Figure 4.24:

Figure 4.24: Choosing the pie chart from the Show Me menu

Tableau will now create a pie chart for you, as shown in Figure 4.25:

Figure 4.25: Tableau effortlessly creates a pie chart

However, this pie chart is not very informative, so let us try and add more information. Clicking on the Size mark will allow us to resize the pie chart as shown in Figure 4.26:

Figure 4.26: Enhancing pie chart by resizing to convey more information

We chose to make it bigger as shown in Figure 4.27:

Figure 4.27: Enhanced Pie Chart

Next, we dragged Opportunity Source and Expected Amount to the Label mark so that both fields are shown in the chart in Figure 4.28:

Figure 4.28: Chart displaying the next steps

On second thought, the average Expected Amount may be more informative than the total Expected Amount. Click on the first green pill in the Marks menu to change the chart from the total to the average as shown in Figure 4.29:

Figure 4.29: The importance of average Expected Amount for better insights

From the menu, click on Measure (Sum), as shown in Figure 4.30:

Figure 4.30: Select Measure (Sum) from the menu

Choose Average from the list as shown in Figure 4.31:

Figure 4.31: Select ‘Average’ option from the list

Repeat for all your measures as shown in Figure 4.32:

Figure 4.32: Precision and efficiency in every step

The pie chart looks much different from before as shown in Figure 4.33:

Figure 4.33: Updated pie chart introduces significant changes

For added context, we will also add the total Expected Amount to the chart. To do so, drag Expected Amount to the Label mark as shown in Figure 4.34:

Figure 4.34: Drag Expected Amount to the Label mark for added context

However, while it may be clear to the dashboard creator what the chart shows, another user may need more information. We will therefore write what each number represents. To do so, click on the Label mark as shown in Figure 4.35:

Figure 4.35: Clarify chart details by clicking on the Label mark

Click on the three horizontal dots next to Text as shown in Figure 4.36:

Figure 4.36: Options menu icon allows access to additional functions

A menu will open, from which you can choose how to format your text. However, you can also add more information. Here we have added in bold the definitions for all the fields shown in Figure 4.37:

Figure 4.37: Text formatting and field definitions displayed on a menu interface

We now understand that there is not a great difference in the average expected amount that can be attributed to each source, but some sources seem to be generating more opportunities than others.

Tables in Tableau – Exploring Charts, Graphs, and Dashboards

Posted on by Mary Kimberlin

As we proceed with our campaign analysis, we may want to understand specifically which campaigns ran over budget. In cases like this, a table may provide some useful insights. To create a table:

  1. Select Name from the list of dimensions and drag it onto Rows as shown in Figure 4.15:

Figure 4.15: Dragging the ‘Name’ dimension from the list.

  1. Select Actual Cost in Campaign and drag it onto Text in the Marks area as shown in Figure 4.16:

Figure 4.16: Adding Actual Cost to Text in the Marks area

  1. Select Budgeted Cost in Campaign and drop it onto the table’s numbers. The cursor will change and say Show Me as shown in Figure 4.17:

Figure 4.17: Selecting Budgeted Cost in Campaign and using “Show Me”

  1. Once you drop the field, your table should look as shown in Figure 4.18:

Figure 4.18: Clean and clutter-free

We can now see that it was only one of our campaigns that ran over budget. We can also see that for some campaigns, we only have budgeted costs and no actual costs. We will therefore filter them out. The quickest way to filter out a single entry is to right-click on the name you wish to filter out and select Exclude from the menu that opens up as shown in Figure 4.19:

Figure 4.19: Filtering out campaigns with budgeted costs only

You can also press CTRL and select multiple elements, then right-click on any of them and choose Exclude from the menu that opens up. This is what our campaign details looks like after filtering out the campaigns for which we have no actual expenditure amount as shown in Figure 4.20:

Figure 4.20: Filtered campaigns without actual expenditure amount