Thursday, 15 August 2013

A quick Tableau Tip - showing and hiding labels

Labelling charts in Tableau can be a tricky business. Weighing up the balance between a clean looking viz and an instantly informative one is something we have to think about when placing labels against marks, especially when producing scatter plots. Take the example below for example (using superstore sales data as usual, plotting profit against order quantity by city, coloured by state).

Looks pretty good with the Tableau default for labels which is to have 'allow labels to overlap marks' unchecked. However there are some stand out points in the scatter plot that don't get a label because of this setting. But the alternative, allowing overlap, looks like this:
Blergh! However this very same setting becomes really useful when you filter down to a single state, like this one focussing on Georgia.

So if you have built a dashboard for your users that is going to allow them to filter down from a view of everything to a more restricted view, how do you make sure that they can see the best view possible in terms of the balance between 'cleanliness' and information on screen. Well one possibility is to give them the option, by building a Parameter that lets them choose whether they want to show or hide labels. And its really easy to do.

First create a simple two choice parameter that looks like this:

and then a calculated field like this:

Then you are pretty much done, place the newly created field into the labels shelf, allow them to overlap within the options and show the parameter control.



 Result: you have given your dashboard users the power to choose whether they want to see labels on the chart, or hide them. Like this:
 or this 

The viz in the Facebook Atlas post below uses this technique, so have a play.....

7 comments:

  1. Tableau online training
    http://www.21cssindia.com/courses/tableau-online-training-226.html
    For Enquiry - contact@21cssindia.com - +919000444287
    Tableau Software—how it can change your world
    Power
    Speed
    Flexibility
    Simplicity Beauty
    Build the core—Tableau basics
    Download, install and open Tableau
    Connect to sample data and review the Tableau
    Interface “Show Me” Tableau in action
    Categorically clear views
    Go with the flow—more Tableau basics

    ReplyDelete
  2. Thanks for sharing useful information. We also providing best SAS Online Training

    ReplyDelete
  3. It was really a nice article and i was really impressed by reading thisarticle We are also giving all software Course Online Training.The Sas Online Training is one of the leading Online Training institute in the world.

    ReplyDelete
  4. This information which you provided is very much useful for us.It was very interesting and useful for tableau online training.We also providing software courses online training institute in USA.

    ReplyDelete
  5. Good post!
    Thank you first of all, Actually we provides Tableau training for the students& it has more scope in future also.Hamsini Technologies is one of the leading IT Online Trainings Institute in Hyderabad, India. We do not only believe in training our trainees, we believe in real time knowledge and experience so that students can land up job easily at the completion of the course.Tableau Online Training

    ReplyDelete
  6. Thank you for your very useful information. I appreciate that you looked it up to share with us all!
    http://www.rstrainings.com/

    ReplyDelete
  7. That works great. But... What if the label is numeric? I can't get it to handle that.

    ReplyDelete

Note: only a member of this blog may post a comment.