{"id":91,"date":"2024-10-02T02:58:41","date_gmt":"2024-10-02T02:58:41","guid":{"rendered":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/chapter\/chapter-2-customizing-visualizations\/"},"modified":"2024-10-10T06:02:15","modified_gmt":"2024-10-10T06:02:15","slug":"chapter-2-customizing-visualizations","status":"publish","type":"chapter","link":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/chapter\/chapter-2-customizing-visualizations\/","title":{"raw":"CUSTOMIZING VISUALIZATIONS","rendered":"CUSTOMIZING VISUALIZATIONS"},"content":{"raw":"<div class=\"chapter-2:-customizing-visualizations\">\r\n<table>\r\n<tbody>\r\n<tr class=\"GridTable4-Accent5-R\" style=\"height: 0\">\r\n<td class=\"GridTable4-Accent5-C\" style=\"background-color: #5b9bd5;border-top: solid #5B9BD5 0.5pt;border-bottom: solid #5B9BD5 0.5pt;border-right: none windowtext 0pt;border-left: solid #5B9BD5 0.5pt\">\r\n<div class=\"GridTable4-Accent5-firstCol\">\r\n<div class=\"GridTable4-Accent5-firstRow\">\r\n<p class=\"import-Normal\"><img src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image1-1.png\" alt=\"image\" width=\"96px\" height=\"96px\" \/><\/p>\r\n\r\n<\/div>\r\n<\/div><\/td>\r\n<td class=\"GridTable4-Accent5-C\" style=\"background-color: #5b9bd5;border: solid #9CC2E5 0.5pt\">\r\n<div class=\"GridTable4-Accent5-firstRow\">\r\n<p class=\"import-Normal\">By the end of this chapter, readers will be able to:<\/p>\r\n\r\n<ul>\r\n \t<li>Customize the colours of marks in a visualization<\/li>\r\n \t<li>Adjust the size of marks in a visualization<\/li>\r\n \t<li>Modify labels in a visualization<\/li>\r\n \t<li>Add extra details to the marks<\/li>\r\n \t<li>Edit the tooltips<\/li>\r\n \t<li>Create and use hierarchy fields<\/li>\r\n<\/ul>\r\n<\/div><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><\/td>\r\n<td><\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n<h2><a id=\"_Toc178252996\"><\/a><strong>Colour<\/strong> <strong>C<\/strong><strong>ard<\/strong><\/h2>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Colours play a crucial role in data visualization. They are not only used to enhance the appearance of a visualisation but more importantly to differentiate the marks according to dimension members or to indicate the value of a dimension member.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">In Tableau, the colour of marks can be customized by dragging a field to the <strong>Colour<\/strong> <strong>C<\/strong><strong>ard<\/strong> located on the <strong>M<\/strong><strong>ark<\/strong><strong>s<\/strong> shelf. Following are some interesting facts about the <strong>Colour<\/strong> <strong>C<\/strong><strong>ard<\/strong>:<\/p>\r\n\r\n<ul>\r\n \t<li style=\"text-align: justify\">Users have the option to modify the default colour of all marks within a visualization at once. For example, click the <strong>Colour<\/strong> <strong>C<\/strong><strong>ard<\/strong> in <strong>VIZ <\/strong><strong>1<\/strong> to switch the colour of the marks from blue to yellow.<\/li>\r\n<\/ul>\r\n<img class=\"aligncenter wp-image-324\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P1.png\" alt=\"\" width=\"689\" height=\"351\" \/>\r\n<ul>\r\n \t<li style=\"text-align: justify\">Different colour codes can be assigned to items within a dimension field by dragging the field to the <strong>Colour<\/strong> card. Tableau utilizes an appropriate colour palette to distinguish between the dimension items. For example, dragging the region field to the <strong>Colour<\/strong> card in <strong>VIZ 1<\/strong> will assign a different colour to each region. When a dimension field like the region is added to the <strong>Colour<\/strong> card, a colour legend is automatically included in the <strong>V<\/strong><strong>iew<\/strong>.<\/li>\r\n<\/ul>\r\n<p class=\"import-Normal\"><img class=\"aligncenter wp-image-326\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P2.png\" alt=\"\" width=\"713\" height=\"315\" \/><\/p>\r\n\r\n<ul>\r\n \t<li style=\"text-align: justify\">Users have the option to replace the automatically assigned colour palette with another by using the <strong>Edit <\/strong><strong>Colours<\/strong> feature, which appears upon clicking the <strong>Colour<\/strong> card. Tableau provides a range of colour palettes to choose from. Simply select the preferred colour palette to replace the existing one, and click <strong>Assign<\/strong> <strong>Palette<\/strong>, followed by <strong>Apply<\/strong>. The following figure is the screenshot capturing the process of changing the existing colour palette in <strong>VIZ 1<\/strong> to the <strong>Traffic Light<\/strong> option. Note that users can also change specific colours of a palette once it is applied to a visualization.<\/li>\r\n<\/ul>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter wp-image-327\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P3.png\" alt=\"\" width=\"682\" height=\"517\" \/><\/p>\r\n\r\n<ul>\r\n \t<li style=\"text-align: justify\">The colour legend can serve as an alternative highlighter, directing the audience's focus to specific selected marks within a visualization. For instance, clicking <strong>Central<\/strong> on the colour legend in <strong>VIZ 1 <\/strong>causes the other marks in the visualization to appear faded in comparison to the highlighted <strong>Central<\/strong>.<\/li>\r\n<\/ul>\r\n<img class=\"aligncenter wp-image-329\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P4.png\" alt=\"\" width=\"698\" height=\"418\" \/>\r\n<ul>\r\n \t<li style=\"text-align: justify\">Instead of using a colour palette, Tableau automatically assigns sequential or diverging colours to dimension items when a measure field is added to the <strong>Colour<\/strong> card. The sequential colour uses a specific colour as a base and the darkness of the colour changes based on the data value of each item. Typically, darker colours indicate higher values, but this can also be reversed using the <strong>Edit <\/strong><strong>Colour<\/strong> option that appears when the <strong>Colour<\/strong> card is clicked. Diverging colours serve a similar purpose, but they have two base colours. They are suitable for a field that has both negative and positive values, with one colour representing negative values and the other representing positive values. Below is <strong>VIZ 1<\/strong>, where sequential colours are applied, representing the sales value of each region. The darkest blue is attributed to the West region, which has the highest sales, while the lightest blue corresponds to the South region, reflecting its lowest sales.<\/li>\r\n<\/ul>\r\n<img class=\"aligncenter wp-image-330\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P6.png\" alt=\"\" width=\"695\" height=\"307\" \/>\r\n\r\n[h5p id=\"5\"]\r\n\r\n&nbsp;\r\n<h2><a id=\"_Toc178252997\"><\/a><strong>Size <\/strong><strong>C<\/strong><strong>ard<\/strong><\/h2>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">In Tableau, users can adjust the size of marks according to the needs of the analysis. Sizing enables easy comparison between dimension items and sometimes may help reveal intriguing relationships within the data. Mark size adjustments can be made using the <strong>S<\/strong><strong>ize <\/strong><strong>C<\/strong><strong>ard<\/strong> located on the <strong>Marks<\/strong> shelf. Here are some interesting details about the <strong>S<\/strong><strong>ize <\/strong><strong>C<\/strong><strong>ard<\/strong>:<\/p>\r\n\r\n<ul>\r\n \t<li style=\"text-align: justify\">Users can enlarge or shrink marks within the visualization using the slider that pops up once the <strong>S<\/strong><strong>ize <\/strong><strong>C<\/strong><strong>ard<\/strong> is clicked. For example, use the size slider to make the bars in <strong>VIZ 3<\/strong> broader.<\/li>\r\n<\/ul>\r\n<img class=\"aligncenter wp-image-332 \" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P7.png\" alt=\"\" width=\"693\" height=\"308\" \/>\r\n<ul>\r\n \t<li style=\"text-align: justify\">Users have the option to customize the size of marks based on the values of a field. For instance, in <strong>VIZ 3<\/strong>, the height of the bars signifies the sales value of each region, while the width of the bars remains consistent. However, by including the average sales in the <strong>S<\/strong><strong>ize <\/strong><strong>C<\/strong><strong>ard<\/strong>, akin to the adjustment made for the bar height, the width can also be aligned with sales values.<\/li>\r\n<\/ul>\r\n<img class=\"aligncenter wp-image-333\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P8.png\" alt=\"\" width=\"684\" height=\"413\" \/>\r\n<ul>\r\n \t<li>Users have the flexibility to customize marks based on the values of two fields, potentially revealing hidden relationships between both fields. For instance, in <strong>VIZ 3<\/strong>, users can leave the height of the bars to reflect average sales, while adjusting the width based on <strong>average profit<\/strong>. <span lang=\"en-US\" xml:lang=\"en-US\">Based on the chart, it is interesting to note that <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the average profit is not actually pro<\/span><span lang=\"en-US\" xml:lang=\"en-US\">portional<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">to<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> average sales. <\/span><span lang=\"en-US\" xml:lang=\"en-US\">Despite machines and tables ranking second and third in sales, respectively, their average profits appear relatively low<\/span><span lang=\"en-US\" xml:lang=\"en-US\">, as reflected by their bar width.<\/span><\/li>\r\n<\/ul>\r\n<img class=\"aligncenter wp-image-334\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P9.png\" alt=\"\" width=\"691\" height=\"362\" \/>\r\n<ul>\r\n \t<li>Users can edit further the mark size scale <span lang=\"en-US\" xml:lang=\"en-US\">using the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Edit Size<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> option<\/span><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">Edit Size<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> appears <\/span><span lang=\"en-US\" xml:lang=\"en-US\">when <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">user<\/span><span lang=\"en-US\" xml:lang=\"en-US\">s<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> click the down arrow located in the size legend.<\/span><\/li>\r\n<\/ul>\r\n<img class=\"aligncenter wp-image-335\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P10.png\" alt=\"\" width=\"696\" height=\"296\" \/>\r\n<h3><a id=\"_Toc178252998\"><\/a><a id=\"_Hlk154055113\"><\/a><strong>Exercise <\/strong><strong>5<\/strong><\/h3>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Open a new worksheet and rename it <\/span><span lang=\"en-US\" xml:lang=\"en-US\">to<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">V<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">IZ 5<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">Generate a bar graph displaying the sum of sales per customer segment. Adjust the width of the bars according to the sum of quantity. What inference can you draw regarding the relationship between the sum of profit and the sum of quantity?<\/span><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Solution \u2013 Exercise 5<\/span><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 1: <\/span><span lang=\"en-US\" xml:lang=\"en-US\">D<\/span><span lang=\"en-US\" xml:lang=\"en-US\">rag<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> and drop <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ustomer <\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">S<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">egment<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">field onto the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">olumn<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">s<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">shelf and the<\/span><strong lang=\"en-US\" xml:lang=\"en-US\"> Sales <\/strong><span lang=\"en-US\" xml:lang=\"en-US\">field onto the<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">Rows<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> shelf<\/span><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><span lang=\"en-US\" xml:lang=\"en-US\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image45.png\" alt=\"image\" width=\"368\" height=\"94\" \/><\/span><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 2: Drag and drop <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Quantity<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">field <\/span><span lang=\"en-US\" xml:lang=\"en-US\">onto<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">S<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ize <\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ard<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><span lang=\"en-US\" xml:lang=\"en-US\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image46.png\" alt=\"image\" width=\"197\" height=\"231\" \/><\/span><\/p>\r\n<p class=\"import-Normal\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 3:<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">From the chart, it<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> is<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> evident that the total sales per customer segment increase<\/span><span lang=\"en-US\" xml:lang=\"en-US\">s<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> with the quantity of orders.<\/span><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><span lang=\"en-US\" xml:lang=\"en-US\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image47.png\" alt=\"image\" width=\"690\" height=\"473\" \/><\/span><\/p>\r\n\r\n<h3><a id=\"_Toc178252999\"><\/a><strong>Exercise <\/strong><strong>6<\/strong><\/h3>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Open a new worksheet. Rename it <\/span><span lang=\"en-US\" xml:lang=\"en-US\">to<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">VIZ 6<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">.<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> Create a bar chart showing <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">total profit against each <\/span><span lang=\"en-US\" xml:lang=\"en-US\">customer<\/span><span lang=\"en-US\" xml:lang=\"en-US\">'s<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> name<\/span><span lang=\"en-US\" xml:lang=\"en-US\">. <\/span><span lang=\"en-US\" xml:lang=\"en-US\">Add <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">P<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">rofit<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">field <\/span><span lang=\"en-US\" xml:lang=\"en-US\">to <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">olo<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">u<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">r<\/strong> <strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ard<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">. <\/span>What type of colour was applied to <strong>VIZ 6<\/strong>?<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><strong>Solution <\/strong><strong>\u2013 Exercise 6<\/strong><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Tableau automatically assigns diverging colours to <strong>VIZ 6<\/strong> since the total profit values span both negative and positive ranges.<\/p>\r\n<img class=\"aligncenter wp-image-336\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P11.png\" alt=\"\" width=\"699\" height=\"345\" \/>\r\n\r\n[h5p id=\"6\"]\r\n<h2><a id=\"_Toc178253000\"><\/a><strong>Label <\/strong><strong>C<\/strong><strong>ard<\/strong><\/h2>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Tableau offers the option to include labels on marks, which can display values pertinent to those marks. These labels can be based on one or more fields, added by dragging and dropping fields onto the <strong>L<\/strong><strong>abel <\/strong><strong>C<\/strong><strong>ard<\/strong> found in the <strong>M<\/strong><strong>ark<\/strong><strong>s<\/strong> shelf. Additionally, users have the flexibility to format various aspects of the labels, such as colour, alignment, font type, font size, and text direction according to their preferences. Users can easily access label formatting by clicking on the <strong>L<\/strong><strong>abel <\/strong><strong>C<\/strong><strong>ard<\/strong>. Furthermore, users can specify whether to display labels for all marks, selected marks, highlighted marks, or marks with maximum and minimum values.<\/p>\r\n\r\n<h3><a id=\"_Toc178253001\"><\/a><strong>Exercise 7<\/strong><\/h3>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Add the sum of sales and profit information to each region in <strong>VIZ <\/strong><strong>1<\/strong> and include tags within these labels to differentiate between sales and profit.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><strong>Solution \u2013 Exercise 7<\/strong><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Add the <strong>S<\/strong><strong>ales<\/strong> and <strong>P<\/strong><strong>rofit<\/strong> fields to the <strong>L<\/strong><strong>abel <\/strong><strong>C<\/strong><strong>ard<\/strong>.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image49.png\" alt=\"image\" width=\"706\" height=\"369\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Click the <strong>L<\/strong><strong>abel <\/strong><strong>C<\/strong><strong>ard<\/strong>, followed by clicking the three dots provided in the label formatting pop-up.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image50.png\" alt=\"image\" width=\"240\" height=\"299\" \/><\/p>\r\n<p class=\"import-Normal\">Step 3: Revise the labels by including the terms \"Sales\" and \"Profit\", then click <strong>OK<\/strong>.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image51.png\" alt=\"image\" width=\"717\" height=\"428\" \/><\/p>\r\n\r\n<h3><a id=\"_Toc178253002\"><\/a><strong>Exercise 8<\/strong><\/h3>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Open a new worksheet and rename it to <strong>VIZ 7<\/strong>. Create a bar graph showing the average sales per region per order date (by year). Convert the colour of the marks to red. Include labels on the years highlighting the minimum and maximum average profit within each region. In which years, the maximum and minimum profits were recorded for the South region? Also, compare the average sales corresponding to these maximum and minimum profit values, and comment.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><strong>Solution \u2013 Exercise 8<\/strong><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Place the region and order date in the <strong>Rows<\/strong> shelf, and the sales in the <strong>C<\/strong><strong>olumn<\/strong><strong>s<\/strong> shelf. Make sure to aggregate sales using the average measure.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image52.png\" alt=\"image\" width=\"554\" height=\"87\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Normally, Tableau automatically creates a line graph if a date field is involved. As such, to convert the chart into the intended bar graph, switch the type of marks to <strong>Bar<\/strong> by clicking the drop-down located on the <strong>Marks<\/strong> shelf.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image53.png\" alt=\"image\" width=\"182\" height=\"371\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 3: Click the <strong>Colour<\/strong> <strong>C<\/strong><strong>ard<\/strong> to switch the default blue colour of the marks to red.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image54.png\" alt=\"image\" width=\"229\" height=\"369\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 4: Add average profit to the <strong>L<\/strong><strong>abel <\/strong><strong>C<\/strong><strong>ard<\/strong>. Then, access the <strong>L<\/strong><strong>abel <\/strong><strong>C<\/strong><strong>ard<\/strong> to further format the data labels. Within the label formatting pop-up, select <strong>Min\/Max<\/strong> under <strong>Marks to Label<\/strong>, and <strong>Pane<\/strong> under <strong>Scope<\/strong>. This configuration ensures that labels are only shown on the years with the maximum and minimum profit within each region.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image55.png\" alt=\"image\" width=\"329\" height=\"435\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 5: According to the chart, it is evident that the South region attained its highest average profit in 2020, whereas the lowest average profit was registered in 2021. Specifically, there was an average profit of $42.86 in 2020 compared to $17.08 in 2021. Interestingly, these average profits contradict the average sales recorded for both years, with 2021 showing higher average sales compared to 2020.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image56.png\" alt=\"image\" width=\"696\" height=\"352\" \/><\/p>\r\n[h5p id=\"7\"]\r\n<h2><a id=\"_Toc178253003\"><\/a><strong>Detail <\/strong><strong>C<\/strong><strong>ard<\/strong><\/h2>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Marks within a visualization are divided by dimension members when users add a dimension field to the <strong>D<\/strong><strong>etail <\/strong><strong>C<\/strong><strong>ard<\/strong>. For instance, in <strong>VIZ 1<\/strong>, each region mark is separated based on three customer segments, distinguished by distinct colour codes when the <strong>C<\/strong><strong>ustomer <\/strong><strong>S<\/strong><strong>egment <\/strong>field is added to both the <strong>D<\/strong><strong>etail<\/strong> and <strong>Colour<\/strong> <strong>C<\/strong><strong>ard<\/strong><strong>s<\/strong>. The labels for each region are also displayed according to each separated customer segment.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><img class=\"aligncenter wp-image-337 \" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P12.png\" alt=\"\" width=\"703\" height=\"325\" \/><\/p>\r\n[h5p id=\"9\"]\r\n<h2><a id=\"_Toc178253004\"><\/a><strong>Tooltip <\/strong><strong>C<\/strong><strong>ard<\/strong><\/h2>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Tableau tooltip<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">help<\/span><span lang=\"en-US\" xml:lang=\"en-US\">s<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> to<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> display<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">additional<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> relevant information<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> in the form of a text box<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> when the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">user<\/span><span lang=\"en-US\" xml:lang=\"en-US\">s<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">hover<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">mouse <\/span><span lang=\"en-US\" xml:lang=\"en-US\">cursor or click<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the marks of a <\/span><span lang=\"en-US\" xml:lang=\"en-US\">visualization<\/span><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> Usually, the data of all fields placed in<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">Columns<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">, <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Rows<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">, <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Marks<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">, <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Filters<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">, or <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Pages<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">shelves<\/span><span lang=\"en-US\" xml:lang=\"en-US\">, <\/span><span lang=\"en-US\" xml:lang=\"en-US\">are automatically displayed in the tooltip<\/span><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> The tooltip <\/span><span lang=\"en-US\" xml:lang=\"en-US\">helps provide<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">extra information<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> to <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">viewers without <\/span><span lang=\"en-US\" xml:lang=\"en-US\">muddling<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the visualization with <\/span><span lang=\"en-US\" xml:lang=\"en-US\">too many<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> labels or annotations.<\/span><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">For example,<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> in <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">VIZ 3<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">, the tooltip <\/span><span lang=\"en-US\" xml:lang=\"en-US\">only shows <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the type of <\/span><span lang=\"en-US\" xml:lang=\"en-US\">sub-category item, the average sales and <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">average <\/span><span lang=\"en-US\" xml:lang=\"en-US\">profit<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">when <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">cursor is moved over the marks.<\/span><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image58.png\" alt=\"image\" width=\"684\" height=\"218\" \/><\/span><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Nevertheless, <\/span><span lang=\"en-US\" xml:lang=\"en-US\">if users wish to add the sum <\/span><span lang=\"en-US\" xml:lang=\"en-US\">of <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">quantity ordered <\/span><span lang=\"en-US\" xml:lang=\"en-US\">in the tooltip, they can simply drag and drop the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Q<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">uantity<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> field <\/span><span lang=\"en-US\" xml:lang=\"en-US\">onto<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">T<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ooltip<\/strong> <strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ard<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><span lang=\"en-US\" xml:lang=\"en-US\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image59.png\" alt=\"image\" width=\"548\" height=\"313\" \/><\/span><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">The colour, alignment, font type, and font size of the information in the tooltip can also be formatted as per the users\u2019 preferences. Users can perform such formatting on the <strong>Edit Tooltip<\/strong> that pops out once the <strong>T<\/strong><strong>ooltip <\/strong><strong>C<\/strong><strong>ard<\/strong> is clicked.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter wp-image-338\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P13.png\" alt=\"\" width=\"473\" height=\"329\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Users can also link the tooltip with a chart available in the other worksheet. For example, assume that we want to further compare the sales of sub-category items in <strong>VIZ 3<\/strong> according to region and customer segment. As such, we can add <strong>VIZ <\/strong><strong>1<\/strong>, which shows sales per customer segment per region, to the tooltip in <strong>VIZ 3<\/strong>. The steps of adding the <strong>VIZ<\/strong> <strong>1<\/strong> in the <strong>VIZ 3<\/strong>'s tooltip can be summarized as follows:<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Click the <strong>T<\/strong><strong>ooltip <\/strong><strong>C<\/strong><strong>ard<\/strong>.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Choose <strong>Insert<\/strong> in the <strong>Edit <\/strong><strong>Tooltip<\/strong> and choose the sheet where the targeted chart is located.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image61.png\" alt=\"image\" width=\"676\" height=\"401\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 3: Click <strong>OK<\/strong> to apply the changes.<\/p>\r\n<img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image62.png\" alt=\"image\" width=\"510\" height=\"358\" \/>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">It can also be noticed that data of <strong>VIZ 1<\/strong> available in the tooltip gets adjusted based on the selected sub-category item in <strong>VIZ 3<\/strong>.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image63.png\" alt=\"image\" width=\"642\" height=\"526\" \/><\/p>\r\n[h5p id=\"8\"]\r\n<h2><a id=\"_Toc178253005\"><\/a><strong lang=\"en-US\" xml:lang=\"en-US\">Hierarchical Fields<\/strong><\/h2>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">A hierarch<\/span><span lang=\"en-US\" xml:lang=\"en-US\">ical<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> field <\/span><span lang=\"en-US\" xml:lang=\"en-US\">refers to a structured arrangement of related fields into logical parent-child levels that allows for drill<\/span><span lang=\"en-US\" xml:lang=\"en-US\">-<\/span><span lang=\"en-US\" xml:lang=\"en-US\">down (viewing more detailed data) and roll<\/span><span lang=\"en-US\" xml:lang=\"en-US\">-<\/span><span lang=\"en-US\" xml:lang=\"en-US\">up (aggregating data at a higher level).<\/span><\/p>\r\n<img class=\"aligncenter wp-image-88 \" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image64-e1728465525208.png\" alt=\"\" width=\"717\" height=\"377\" \/>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">A hierarchical field is denoted by a plus (+) sign. Clicking the plus sign expands the visualization's marks to reveal additional layers of information, providing users with more detailed insights at each sub-level. <\/span><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">An example of a hierarchical field is the <strong>O<\/strong><strong>rder <\/strong><strong>D<\/strong><strong>ate<\/strong> field. <span lang=\"en-US\" xml:lang=\"en-US\">U<\/span><span lang=\"en-US\" xml:lang=\"en-US\">sers can expand <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the data in <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">VIZ <\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">7<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">from <\/span><span lang=\"en-US\" xml:lang=\"en-US\">year <\/span><span lang=\"en-US\" xml:lang=\"en-US\">to quarter, month, <\/span><span lang=\"en-US\" xml:lang=\"en-US\">week,<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">or<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> day level<\/span><span lang=\"en-US\" xml:lang=\"en-US\">s<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> only by clicking the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">(<\/span><span lang=\"en-US\" xml:lang=\"en-US\">+<\/span><span lang=\"en-US\" xml:lang=\"en-US\">)<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> s<\/span><span lang=\"en-US\" xml:lang=\"en-US\">ign found in the order date field<\/span><span lang=\"en-US\" xml:lang=\"en-US\">. <\/span><span lang=\"en-US\" xml:lang=\"en-US\">Conversely,<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the (-) sign<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> can <\/span><span lang=\"en-US\" xml:lang=\"en-US\">be used <\/span><span lang=\"en-US\" xml:lang=\"en-US\">to condense<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> (roll<\/span><span lang=\"en-US\" xml:lang=\"en-US\">-<\/span><span lang=\"en-US\" xml:lang=\"en-US\">up)<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">the levels of data in the visualization.<\/span><\/p>\r\n<img class=\"aligncenter wp-image-342\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14.png\" alt=\"\" width=\"711\" height=\"413\" \/>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Users also have the option to create their own (logical) hierarchy field. This is achieved by dragging the sub-level field from the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Data Pane<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> and laying it directly over the main level field. For example, users could establish a hierarchy field featuring country (main level), state (sub-level), and city (sub-sub-level).\u00a0<\/span><\/p>\r\n<img class=\"aligncenter wp-image-344\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14-1.png\" alt=\"\" width=\"302\" height=\"205\" \/>\r\n\r\n&nbsp;\r\n\r\n<\/div>","rendered":"<div class=\"chapter-2:-customizing-visualizations\">\n<table>\n<tbody>\n<tr class=\"GridTable4-Accent5-R\" style=\"height: 0\">\n<td class=\"GridTable4-Accent5-C\" style=\"background-color: #5b9bd5;border-top: solid #5B9BD5 0.5pt;border-bottom: solid #5B9BD5 0.5pt;border-right: none windowtext 0pt;border-left: solid #5B9BD5 0.5pt\">\n<div class=\"GridTable4-Accent5-firstCol\">\n<div class=\"GridTable4-Accent5-firstRow\">\n<p class=\"import-Normal\"><img decoding=\"async\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image1-1.png\" alt=\"image\" width=\"96px\" height=\"96px\" \/><\/p>\n<\/div>\n<\/div>\n<\/td>\n<td class=\"GridTable4-Accent5-C\" style=\"background-color: #5b9bd5;border: solid #9CC2E5 0.5pt\">\n<div class=\"GridTable4-Accent5-firstRow\">\n<p class=\"import-Normal\">By the end of this chapter, readers will be able to:<\/p>\n<ul>\n<li>Customize the colours of marks in a visualization<\/li>\n<li>Adjust the size of marks in a visualization<\/li>\n<li>Modify labels in a visualization<\/li>\n<li>Add extra details to the marks<\/li>\n<li>Edit the tooltips<\/li>\n<li>Create and use hierarchy fields<\/li>\n<\/ul>\n<\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><a id=\"_Toc178252996\"><\/a><strong>Colour<\/strong> <strong>C<\/strong><strong>ard<\/strong><\/h2>\n<p class=\"import-Normal\" style=\"text-align: justify\">Colours play a crucial role in data visualization. They are not only used to enhance the appearance of a visualisation but more importantly to differentiate the marks according to dimension members or to indicate the value of a dimension member.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">In Tableau, the colour of marks can be customized by dragging a field to the <strong>Colour<\/strong> <strong>C<\/strong><strong>ard<\/strong> located on the <strong>M<\/strong><strong>ark<\/strong><strong>s<\/strong> shelf. Following are some interesting facts about the <strong>Colour<\/strong> <strong>C<\/strong><strong>ard<\/strong>:<\/p>\n<ul>\n<li style=\"text-align: justify\">Users have the option to modify the default colour of all marks within a visualization at once. For example, click the <strong>Colour<\/strong> <strong>C<\/strong><strong>ard<\/strong> in <strong>VIZ <\/strong><strong>1<\/strong> to switch the colour of the marks from blue to yellow.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-324\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P1.png\" alt=\"\" width=\"689\" height=\"351\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P1.png 1167w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P1-300x153.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P1-1024x521.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P1-768x391.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P1-65x33.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P1-225x115.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P1-350x178.png 350w\" sizes=\"auto, (max-width: 689px) 100vw, 689px\" \/><\/p>\n<ul>\n<li style=\"text-align: justify\">Different colour codes can be assigned to items within a dimension field by dragging the field to the <strong>Colour<\/strong> card. Tableau utilizes an appropriate colour palette to distinguish between the dimension items. For example, dragging the region field to the <strong>Colour<\/strong> card in <strong>VIZ 1<\/strong> will assign a different colour to each region. When a dimension field like the region is added to the <strong>Colour<\/strong> card, a colour legend is automatically included in the <strong>V<\/strong><strong>iew<\/strong>.<\/li>\n<\/ul>\n<p class=\"import-Normal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-326\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P2.png\" alt=\"\" width=\"713\" height=\"315\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P2.png 1198w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P2-300x132.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P2-1024x452.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P2-768x339.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P2-65x29.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P2-225x99.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P2-350x155.png 350w\" sizes=\"auto, (max-width: 713px) 100vw, 713px\" \/><\/p>\n<ul>\n<li style=\"text-align: justify\">Users have the option to replace the automatically assigned colour palette with another by using the <strong>Edit <\/strong><strong>Colours<\/strong> feature, which appears upon clicking the <strong>Colour<\/strong> card. Tableau provides a range of colour palettes to choose from. Simply select the preferred colour palette to replace the existing one, and click <strong>Assign<\/strong> <strong>Palette<\/strong>, followed by <strong>Apply<\/strong>. The following figure is the screenshot capturing the process of changing the existing colour palette in <strong>VIZ 1<\/strong> to the <strong>Traffic Light<\/strong> option. Note that users can also change specific colours of a palette once it is applied to a visualization.<\/li>\n<\/ul>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-327\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P3.png\" alt=\"\" width=\"682\" height=\"517\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P3.png 829w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P3-300x227.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P3-768x582.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P3-65x49.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P3-225x170.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P3-350x265.png 350w\" sizes=\"auto, (max-width: 682px) 100vw, 682px\" \/><\/p>\n<ul>\n<li style=\"text-align: justify\">The colour legend can serve as an alternative highlighter, directing the audience&#8217;s focus to specific selected marks within a visualization. For instance, clicking <strong>Central<\/strong> on the colour legend in <strong>VIZ 1 <\/strong>causes the other marks in the visualization to appear faded in comparison to the highlighted <strong>Central<\/strong>.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-329\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P4.png\" alt=\"\" width=\"698\" height=\"418\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P4.png 996w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P4-300x180.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P4-768x460.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P4-65x39.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P4-225x135.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P4-350x210.png 350w\" sizes=\"auto, (max-width: 698px) 100vw, 698px\" \/><\/p>\n<ul>\n<li style=\"text-align: justify\">Instead of using a colour palette, Tableau automatically assigns sequential or diverging colours to dimension items when a measure field is added to the <strong>Colour<\/strong> card. The sequential colour uses a specific colour as a base and the darkness of the colour changes based on the data value of each item. Typically, darker colours indicate higher values, but this can also be reversed using the <strong>Edit <\/strong><strong>Colour<\/strong> option that appears when the <strong>Colour<\/strong> card is clicked. Diverging colours serve a similar purpose, but they have two base colours. They are suitable for a field that has both negative and positive values, with one colour representing negative values and the other representing positive values. Below is <strong>VIZ 1<\/strong>, where sequential colours are applied, representing the sales value of each region. The darkest blue is attributed to the West region, which has the highest sales, while the lightest blue corresponds to the South region, reflecting its lowest sales.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-330\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P6.png\" alt=\"\" width=\"695\" height=\"307\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P6.png 1006w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P6-300x133.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P6-768x340.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P6-65x29.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P6-225x100.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P6-350x155.png 350w\" sizes=\"auto, (max-width: 695px) 100vw, 695px\" \/><\/p>\n<div id=\"h5p-5\">\n<div class=\"h5p-iframe-wrapper\"><iframe id=\"h5p-iframe-5\" class=\"h5p-iframe\" data-content-id=\"5\" style=\"height:1px\" src=\"about:blank\" frameBorder=\"0\" scrolling=\"no\" title=\"Colour card\"><\/iframe><\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<h2><a id=\"_Toc178252997\"><\/a><strong>Size <\/strong><strong>C<\/strong><strong>ard<\/strong><\/h2>\n<p class=\"import-Normal\" style=\"text-align: justify\">In Tableau, users can adjust the size of marks according to the needs of the analysis. Sizing enables easy comparison between dimension items and sometimes may help reveal intriguing relationships within the data. Mark size adjustments can be made using the <strong>S<\/strong><strong>ize <\/strong><strong>C<\/strong><strong>ard<\/strong> located on the <strong>Marks<\/strong> shelf. Here are some interesting details about the <strong>S<\/strong><strong>ize <\/strong><strong>C<\/strong><strong>ard<\/strong>:<\/p>\n<ul>\n<li style=\"text-align: justify\">Users can enlarge or shrink marks within the visualization using the slider that pops up once the <strong>S<\/strong><strong>ize <\/strong><strong>C<\/strong><strong>ard<\/strong> is clicked. For example, use the size slider to make the bars in <strong>VIZ 3<\/strong> broader.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-332\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P7.png\" alt=\"\" width=\"693\" height=\"308\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P7.png 1243w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P7-300x133.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P7-1024x455.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P7-768x341.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P7-65x29.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P7-225x100.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P7-350x155.png 350w\" sizes=\"auto, (max-width: 693px) 100vw, 693px\" \/><\/p>\n<ul>\n<li style=\"text-align: justify\">Users have the option to customize the size of marks based on the values of a field. For instance, in <strong>VIZ 3<\/strong>, the height of the bars signifies the sales value of each region, while the width of the bars remains consistent. However, by including the average sales in the <strong>S<\/strong><strong>ize <\/strong><strong>C<\/strong><strong>ard<\/strong>, akin to the adjustment made for the bar height, the width can also be aligned with sales values.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-333\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P8.png\" alt=\"\" width=\"684\" height=\"413\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P8.png 1078w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P8-300x181.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P8-1024x618.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P8-768x464.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P8-65x39.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P8-225x136.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P8-350x211.png 350w\" sizes=\"auto, (max-width: 684px) 100vw, 684px\" \/><\/p>\n<ul>\n<li>Users have the flexibility to customize marks based on the values of two fields, potentially revealing hidden relationships between both fields. For instance, in <strong>VIZ 3<\/strong>, users can leave the height of the bars to reflect average sales, while adjusting the width based on <strong>average profit<\/strong>. <span lang=\"en-US\" xml:lang=\"en-US\">Based on the chart, it is interesting to note that <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the average profit is not actually pro<\/span><span lang=\"en-US\" xml:lang=\"en-US\">portional<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">to<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> average sales. <\/span><span lang=\"en-US\" xml:lang=\"en-US\">Despite machines and tables ranking second and third in sales, respectively, their average profits appear relatively low<\/span><span lang=\"en-US\" xml:lang=\"en-US\">, as reflected by their bar width.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-334\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P9.png\" alt=\"\" width=\"691\" height=\"362\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P9.png 1168w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P9-300x157.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P9-1024x537.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P9-768x402.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P9-65x34.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P9-225x118.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P9-350x183.png 350w\" sizes=\"auto, (max-width: 691px) 100vw, 691px\" \/><\/p>\n<ul>\n<li>Users can edit further the mark size scale <span lang=\"en-US\" xml:lang=\"en-US\">using the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Edit Size<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> option<\/span><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">Edit Size<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> appears <\/span><span lang=\"en-US\" xml:lang=\"en-US\">when <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">user<\/span><span lang=\"en-US\" xml:lang=\"en-US\">s<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> click the down arrow located in the size legend.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-335\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P10.png\" alt=\"\" width=\"696\" height=\"296\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P10.png 1171w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P10-300x128.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P10-1024x436.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P10-768x327.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P10-65x28.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P10-225x96.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P10-350x149.png 350w\" sizes=\"auto, (max-width: 696px) 100vw, 696px\" \/><\/p>\n<h3><a id=\"_Toc178252998\"><\/a><a id=\"_Hlk154055113\"><\/a><strong>Exercise <\/strong><strong>5<\/strong><\/h3>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Open a new worksheet and rename it <\/span><span lang=\"en-US\" xml:lang=\"en-US\">to<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">V<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">IZ 5<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">Generate a bar graph displaying the sum of sales per customer segment. Adjust the width of the bars according to the sum of quantity. What inference can you draw regarding the relationship between the sum of profit and the sum of quantity?<\/span><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Solution \u2013 Exercise 5<\/span><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 1: <\/span><span lang=\"en-US\" xml:lang=\"en-US\">D<\/span><span lang=\"en-US\" xml:lang=\"en-US\">rag<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> and drop <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ustomer <\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">S<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">egment<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">field onto the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">olumn<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">s<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">shelf and the<\/span><strong lang=\"en-US\" xml:lang=\"en-US\"> Sales <\/strong><span lang=\"en-US\" xml:lang=\"en-US\">field onto the<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">Rows<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> shelf<\/span><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span><\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><span lang=\"en-US\" xml:lang=\"en-US\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image45.png\" alt=\"image\" width=\"368\" height=\"94\" \/><\/span><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 2: Drag and drop <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Quantity<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">field <\/span><span lang=\"en-US\" xml:lang=\"en-US\">onto<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">S<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ize <\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ard<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span><\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><span lang=\"en-US\" xml:lang=\"en-US\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image46.png\" alt=\"image\" width=\"197\" height=\"231\" \/><\/span><\/p>\n<p class=\"import-Normal\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 3:<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">From the chart, it<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> is<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> evident that the total sales per customer segment increase<\/span><span lang=\"en-US\" xml:lang=\"en-US\">s<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> with the quantity of orders.<\/span><\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><span lang=\"en-US\" xml:lang=\"en-US\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image47.png\" alt=\"image\" width=\"690\" height=\"473\" \/><\/span><\/p>\n<h3><a id=\"_Toc178252999\"><\/a><strong>Exercise <\/strong><strong>6<\/strong><\/h3>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Open a new worksheet. Rename it <\/span><span lang=\"en-US\" xml:lang=\"en-US\">to<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">VIZ 6<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">.<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> Create a bar chart showing <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">total profit against each <\/span><span lang=\"en-US\" xml:lang=\"en-US\">customer<\/span><span lang=\"en-US\" xml:lang=\"en-US\">&#8216;s<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> name<\/span><span lang=\"en-US\" xml:lang=\"en-US\">. <\/span><span lang=\"en-US\" xml:lang=\"en-US\">Add <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">P<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">rofit<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">field <\/span><span lang=\"en-US\" xml:lang=\"en-US\">to <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">olo<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">u<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">r<\/strong> <strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ard<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">. <\/span>What type of colour was applied to <strong>VIZ 6<\/strong>?<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><strong>Solution <\/strong><strong>\u2013 Exercise 6<\/strong><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Tableau automatically assigns diverging colours to <strong>VIZ 6<\/strong> since the total profit values span both negative and positive ranges.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-336\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P11.png\" alt=\"\" width=\"699\" height=\"345\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P11.png 1168w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P11-300x148.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P11-1024x505.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P11-768x379.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P11-65x32.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P11-225x111.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P11-350x173.png 350w\" sizes=\"auto, (max-width: 699px) 100vw, 699px\" \/><\/p>\n<div id=\"h5p-6\">\n<div class=\"h5p-iframe-wrapper\"><iframe id=\"h5p-iframe-6\" class=\"h5p-iframe\" data-content-id=\"6\" style=\"height:1px\" src=\"about:blank\" frameBorder=\"0\" scrolling=\"no\" title=\"Size Card\"><\/iframe><\/div>\n<\/div>\n<h2><a id=\"_Toc178253000\"><\/a><strong>Label <\/strong><strong>C<\/strong><strong>ard<\/strong><\/h2>\n<p class=\"import-Normal\" style=\"text-align: justify\">Tableau offers the option to include labels on marks, which can display values pertinent to those marks. These labels can be based on one or more fields, added by dragging and dropping fields onto the <strong>L<\/strong><strong>abel <\/strong><strong>C<\/strong><strong>ard<\/strong> found in the <strong>M<\/strong><strong>ark<\/strong><strong>s<\/strong> shelf. Additionally, users have the flexibility to format various aspects of the labels, such as colour, alignment, font type, font size, and text direction according to their preferences. Users can easily access label formatting by clicking on the <strong>L<\/strong><strong>abel <\/strong><strong>C<\/strong><strong>ard<\/strong>. Furthermore, users can specify whether to display labels for all marks, selected marks, highlighted marks, or marks with maximum and minimum values.<\/p>\n<h3><a id=\"_Toc178253001\"><\/a><strong>Exercise 7<\/strong><\/h3>\n<p class=\"import-Normal\" style=\"text-align: justify\">Add the sum of sales and profit information to each region in <strong>VIZ <\/strong><strong>1<\/strong> and include tags within these labels to differentiate between sales and profit.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><strong>Solution \u2013 Exercise 7<\/strong><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Add the <strong>S<\/strong><strong>ales<\/strong> and <strong>P<\/strong><strong>rofit<\/strong> fields to the <strong>L<\/strong><strong>abel <\/strong><strong>C<\/strong><strong>ard<\/strong>.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image49.png\" alt=\"image\" width=\"706\" height=\"369\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Click the <strong>L<\/strong><strong>abel <\/strong><strong>C<\/strong><strong>ard<\/strong>, followed by clicking the three dots provided in the label formatting pop-up.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image50.png\" alt=\"image\" width=\"240\" height=\"299\" \/><\/p>\n<p class=\"import-Normal\">Step 3: Revise the labels by including the terms &#8220;Sales&#8221; and &#8220;Profit&#8221;, then click <strong>OK<\/strong>.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image51.png\" alt=\"image\" width=\"717\" height=\"428\" \/><\/p>\n<h3><a id=\"_Toc178253002\"><\/a><strong>Exercise 8<\/strong><\/h3>\n<p class=\"import-Normal\" style=\"text-align: justify\">Open a new worksheet and rename it to <strong>VIZ 7<\/strong>. Create a bar graph showing the average sales per region per order date (by year). Convert the colour of the marks to red. Include labels on the years highlighting the minimum and maximum average profit within each region. In which years, the maximum and minimum profits were recorded for the South region? Also, compare the average sales corresponding to these maximum and minimum profit values, and comment.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><strong>Solution \u2013 Exercise 8<\/strong><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Place the region and order date in the <strong>Rows<\/strong> shelf, and the sales in the <strong>C<\/strong><strong>olumn<\/strong><strong>s<\/strong> shelf. Make sure to aggregate sales using the average measure.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image52.png\" alt=\"image\" width=\"554\" height=\"87\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Normally, Tableau automatically creates a line graph if a date field is involved. As such, to convert the chart into the intended bar graph, switch the type of marks to <strong>Bar<\/strong> by clicking the drop-down located on the <strong>Marks<\/strong> shelf.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image53.png\" alt=\"image\" width=\"182\" height=\"371\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 3: Click the <strong>Colour<\/strong> <strong>C<\/strong><strong>ard<\/strong> to switch the default blue colour of the marks to red.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image54.png\" alt=\"image\" width=\"229\" height=\"369\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 4: Add average profit to the <strong>L<\/strong><strong>abel <\/strong><strong>C<\/strong><strong>ard<\/strong>. Then, access the <strong>L<\/strong><strong>abel <\/strong><strong>C<\/strong><strong>ard<\/strong> to further format the data labels. Within the label formatting pop-up, select <strong>Min\/Max<\/strong> under <strong>Marks to Label<\/strong>, and <strong>Pane<\/strong> under <strong>Scope<\/strong>. This configuration ensures that labels are only shown on the years with the maximum and minimum profit within each region.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image55.png\" alt=\"image\" width=\"329\" height=\"435\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 5: According to the chart, it is evident that the South region attained its highest average profit in 2020, whereas the lowest average profit was registered in 2021. Specifically, there was an average profit of $42.86 in 2020 compared to $17.08 in 2021. Interestingly, these average profits contradict the average sales recorded for both years, with 2021 showing higher average sales compared to 2020.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image56.png\" alt=\"image\" width=\"696\" height=\"352\" \/><\/p>\n<div id=\"h5p-7\">\n<div class=\"h5p-iframe-wrapper\"><iframe id=\"h5p-iframe-7\" class=\"h5p-iframe\" data-content-id=\"7\" style=\"height:1px\" src=\"about:blank\" frameBorder=\"0\" scrolling=\"no\" title=\"Label Card\"><\/iframe><\/div>\n<\/div>\n<h2><a id=\"_Toc178253003\"><\/a><strong>Detail <\/strong><strong>C<\/strong><strong>ard<\/strong><\/h2>\n<p class=\"import-Normal\" style=\"text-align: justify\">Marks within a visualization are divided by dimension members when users add a dimension field to the <strong>D<\/strong><strong>etail <\/strong><strong>C<\/strong><strong>ard<\/strong>. For instance, in <strong>VIZ 1<\/strong>, each region mark is separated based on three customer segments, distinguished by distinct colour codes when the <strong>C<\/strong><strong>ustomer <\/strong><strong>S<\/strong><strong>egment <\/strong>field is added to both the <strong>D<\/strong><strong>etail<\/strong> and <strong>Colour<\/strong> <strong>C<\/strong><strong>ard<\/strong><strong>s<\/strong>. The labels for each region are also displayed according to each separated customer segment.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-337\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P12.png\" alt=\"\" width=\"703\" height=\"325\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P12.png 1260w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P12-300x139.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P12-1024x474.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P12-768x355.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P12-65x30.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P12-225x104.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P12-350x162.png 350w\" sizes=\"auto, (max-width: 703px) 100vw, 703px\" \/><\/p>\n<div id=\"h5p-9\">\n<div class=\"h5p-iframe-wrapper\"><iframe id=\"h5p-iframe-9\" class=\"h5p-iframe\" data-content-id=\"9\" style=\"height:1px\" src=\"about:blank\" frameBorder=\"0\" scrolling=\"no\" title=\"Detail Card\"><\/iframe><\/div>\n<\/div>\n<h2><a id=\"_Toc178253004\"><\/a><strong>Tooltip <\/strong><strong>C<\/strong><strong>ard<\/strong><\/h2>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Tableau tooltip<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">help<\/span><span lang=\"en-US\" xml:lang=\"en-US\">s<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> to<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> display<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">additional<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> relevant information<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> in the form of a text box<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> when the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">user<\/span><span lang=\"en-US\" xml:lang=\"en-US\">s<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">hover<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">mouse <\/span><span lang=\"en-US\" xml:lang=\"en-US\">cursor or click<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the marks of a <\/span><span lang=\"en-US\" xml:lang=\"en-US\">visualization<\/span><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> Usually, the data of all fields placed in<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">Columns<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">, <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Rows<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">, <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Marks<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">, <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Filters<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">, or <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Pages<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">shelves<\/span><span lang=\"en-US\" xml:lang=\"en-US\">, <\/span><span lang=\"en-US\" xml:lang=\"en-US\">are automatically displayed in the tooltip<\/span><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> The tooltip <\/span><span lang=\"en-US\" xml:lang=\"en-US\">helps provide<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">extra information<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> to <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">viewers without <\/span><span lang=\"en-US\" xml:lang=\"en-US\">muddling<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the visualization with <\/span><span lang=\"en-US\" xml:lang=\"en-US\">too many<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> labels or annotations.<\/span><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">For example,<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> in <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">VIZ 3<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">, the tooltip <\/span><span lang=\"en-US\" xml:lang=\"en-US\">only shows <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the type of <\/span><span lang=\"en-US\" xml:lang=\"en-US\">sub-category item, the average sales and <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">average <\/span><span lang=\"en-US\" xml:lang=\"en-US\">profit<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">when <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">cursor is moved over the marks.<\/span><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image58.png\" alt=\"image\" width=\"684\" height=\"218\" \/><\/span><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Nevertheless, <\/span><span lang=\"en-US\" xml:lang=\"en-US\">if users wish to add the sum <\/span><span lang=\"en-US\" xml:lang=\"en-US\">of <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">quantity ordered <\/span><span lang=\"en-US\" xml:lang=\"en-US\">in the tooltip, they can simply drag and drop the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Q<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">uantity<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> field <\/span><span lang=\"en-US\" xml:lang=\"en-US\">onto<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">T<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ooltip<\/strong> <strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ard<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">.<\/span><\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><span lang=\"en-US\" xml:lang=\"en-US\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image59.png\" alt=\"image\" width=\"548\" height=\"313\" \/><\/span><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">The colour, alignment, font type, and font size of the information in the tooltip can also be formatted as per the users\u2019 preferences. Users can perform such formatting on the <strong>Edit Tooltip<\/strong> that pops out once the <strong>T<\/strong><strong>ooltip <\/strong><strong>C<\/strong><strong>ard<\/strong> is clicked.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-338\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P13.png\" alt=\"\" width=\"473\" height=\"329\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P13.png 916w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P13-300x209.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P13-768x534.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P13-65x45.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P13-225x156.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P13-350x243.png 350w\" sizes=\"auto, (max-width: 473px) 100vw, 473px\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Users can also link the tooltip with a chart available in the other worksheet. For example, assume that we want to further compare the sales of sub-category items in <strong>VIZ 3<\/strong> according to region and customer segment. As such, we can add <strong>VIZ <\/strong><strong>1<\/strong>, which shows sales per customer segment per region, to the tooltip in <strong>VIZ 3<\/strong>. The steps of adding the <strong>VIZ<\/strong> <strong>1<\/strong> in the <strong>VIZ 3<\/strong>&#8216;s tooltip can be summarized as follows:<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Click the <strong>T<\/strong><strong>ooltip <\/strong><strong>C<\/strong><strong>ard<\/strong>.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Choose <strong>Insert<\/strong> in the <strong>Edit <\/strong><strong>Tooltip<\/strong> and choose the sheet where the targeted chart is located.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image61.png\" alt=\"image\" width=\"676\" height=\"401\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 3: Click <strong>OK<\/strong> to apply the changes.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image62.png\" alt=\"image\" width=\"510\" height=\"358\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">It can also be noticed that data of <strong>VIZ 1<\/strong> available in the tooltip gets adjusted based on the selected sub-category item in <strong>VIZ 3<\/strong>.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image63.png\" alt=\"image\" width=\"642\" height=\"526\" \/><\/p>\n<div id=\"h5p-8\">\n<div class=\"h5p-iframe-wrapper\"><iframe id=\"h5p-iframe-8\" class=\"h5p-iframe\" data-content-id=\"8\" style=\"height:1px\" src=\"about:blank\" frameBorder=\"0\" scrolling=\"no\" title=\"Tooltip Card\"><\/iframe><\/div>\n<\/div>\n<h2><a id=\"_Toc178253005\"><\/a><strong lang=\"en-US\" xml:lang=\"en-US\">Hierarchical Fields<\/strong><\/h2>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">A hierarch<\/span><span lang=\"en-US\" xml:lang=\"en-US\">ical<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> field <\/span><span lang=\"en-US\" xml:lang=\"en-US\">refers to a structured arrangement of related fields into logical parent-child levels that allows for drill<\/span><span lang=\"en-US\" xml:lang=\"en-US\">&#8211;<\/span><span lang=\"en-US\" xml:lang=\"en-US\">down (viewing more detailed data) and roll<\/span><span lang=\"en-US\" xml:lang=\"en-US\">&#8211;<\/span><span lang=\"en-US\" xml:lang=\"en-US\">up (aggregating data at a higher level).<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-88\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image64-e1728465525208.png\" alt=\"\" width=\"717\" height=\"377\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image64-e1728465525208.png 1920w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image64-e1728465525208-300x158.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image64-e1728465525208-1024x538.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image64-e1728465525208-768x403.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image64-e1728465525208-1536x806.png 1536w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image64-e1728465525208-65x34.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image64-e1728465525208-225x118.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image64-e1728465525208-350x184.png 350w\" sizes=\"auto, (max-width: 717px) 100vw, 717px\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">A hierarchical field is denoted by a plus (+) sign. Clicking the plus sign expands the visualization&#8217;s marks to reveal additional layers of information, providing users with more detailed insights at each sub-level. <\/span><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">An example of a hierarchical field is the <strong>O<\/strong><strong>rder <\/strong><strong>D<\/strong><strong>ate<\/strong> field. <span lang=\"en-US\" xml:lang=\"en-US\">U<\/span><span lang=\"en-US\" xml:lang=\"en-US\">sers can expand <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the data in <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">VIZ <\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">7<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">from <\/span><span lang=\"en-US\" xml:lang=\"en-US\">year <\/span><span lang=\"en-US\" xml:lang=\"en-US\">to quarter, month, <\/span><span lang=\"en-US\" xml:lang=\"en-US\">week,<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">or<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> day level<\/span><span lang=\"en-US\" xml:lang=\"en-US\">s<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> only by clicking the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">(<\/span><span lang=\"en-US\" xml:lang=\"en-US\">+<\/span><span lang=\"en-US\" xml:lang=\"en-US\">)<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> s<\/span><span lang=\"en-US\" xml:lang=\"en-US\">ign found in the order date field<\/span><span lang=\"en-US\" xml:lang=\"en-US\">. <\/span><span lang=\"en-US\" xml:lang=\"en-US\">Conversely,<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the (-) sign<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> can <\/span><span lang=\"en-US\" xml:lang=\"en-US\">be used <\/span><span lang=\"en-US\" xml:lang=\"en-US\">to condense<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> (roll<\/span><span lang=\"en-US\" xml:lang=\"en-US\">&#8211;<\/span><span lang=\"en-US\" xml:lang=\"en-US\">up)<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">the levels of data in the visualization.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-342\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14.png\" alt=\"\" width=\"711\" height=\"413\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14.png 1086w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14-300x174.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14-1024x595.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14-768x446.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14-65x38.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14-225x131.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14-350x203.png 350w\" sizes=\"auto, (max-width: 711px) 100vw, 711px\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Users also have the option to create their own (logical) hierarchy field. This is achieved by dragging the sub-level field from the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Data Pane<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> and laying it directly over the main level field. For example, users could establish a hierarchy field featuring country (main level), state (sub-level), and city (sub-sub-level).\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-344\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14-1.png\" alt=\"\" width=\"302\" height=\"205\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14-1.png 519w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14-1-300x203.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14-1-65x44.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14-1-225x153.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C2-P14-1-350x237.png 350w\" sizes=\"auto, (max-width: 302px) 100vw, 302px\" \/><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n","protected":false},"author":131,"menu_order":2,"template":"","meta":{"pb_show_title":"on","pb_short_title":"","pb_subtitle":"","pb_authors":[],"pb_section_license":""},"chapter-type":[],"contributor":[],"license":[],"class_list":["post-91","chapter","type-chapter","status-publish","hentry"],"part":3,"_links":{"self":[{"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/chapters\/91","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/chapters"}],"about":[{"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/wp\/v2\/types\/chapter"}],"author":[{"embeddable":true,"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/wp\/v2\/users\/131"}],"version-history":[{"count":8,"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/chapters\/91\/revisions"}],"predecessor-version":[{"id":372,"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/chapters\/91\/revisions\/372"}],"part":[{"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/parts\/3"}],"metadata":[{"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/chapters\/91\/metadata\/"}],"wp:attachment":[{"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/wp\/v2\/media?parent=91"}],"wp:term":[{"taxonomy":"chapter-type","embeddable":true,"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/chapter-type?post=91"},{"taxonomy":"contributor","embeddable":true,"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/wp\/v2\/contributor?post=91"},{"taxonomy":"license","embeddable":true,"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/wp\/v2\/license?post=91"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}