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Top 4 crucial charts in Tableau

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Understanding how to create data visualizations in Tableau is essential to transforming raw data into meaningful insights. Choosing the right type of visualization in Tableau depends on your data and the information you want to convey. By understanding these top 4 crucial charts in tableau and using them effectively, you can turn raw data into meaningful stories.

How to create Bar Chart in Tableau

Bar charts represent data with rectangular bars where the length of the bar is proportional to the value it represents. It is useful for comparing quantities in different categories.

Use Case: Comparing categorical data in one or more dimensions.

Example: Comparing sales across different product categories.

Steps to create Bar Chart

Step 1: Open Tableau

Step 2: Click on Text file to connect with Tableau

Note: You can select other data connecting source type also

  • Microsoft Excel
  • JSON file
  • Microsoft Access
  • Microsoft SQL Server
  • MySQL

There are lots of data sources that you can use in Tableau

Step 3: Browse csv file (or other file format as your need) and click on Open

Step 4: Click on Sheet 1 (Worksheet)

Step 5: Drag Sales to Columns and Category to Rows; select horizontal bars from Show Me and click on New Worksheet for another chart.

How to create Line Chart in Tableau:

Line charts display information as a series of data points called ‘markers’ connected by straight line segments. It is ideal for looking at data trends over a period of time such as months, quarters or years.

Use Case: Showing trends over time.

Example: Analysis of Days Sales Trends in Whole Time.

Steps to create Line Chart

Step 6: Drag Order Date to Columns and Sales to Rows; select lines (discrete) from Show Me

Step 7: Right click over DAY(Order Date) and select Day

Step 8: Right click over Y-Axis(Sales) and select Edit Axis…

Step 9: Click on Automatic to show trends in dataset range and click on x (close)

Output:

How to create Pie Chart in Tableau

Pie charts divide a circle into sectors representing proportions of the whole. The arc length of each sector is proportional to the quantity it represents.

Use Case: Showing proportion to the whole.

Example: Displaying market share by product category.

Steps to create Pie Chart

Step 10: Press ctrl + (select Category and Quantity) and select pie charts from Show Me

Step 11: Drag Category over Label under Marks card

Step 12: Click on dropdown with Standard and select Entire View

Output:

How to create Packed Bubbles Chart in Tableau

Packed bubble charts are visualizations where the size and optionally color of the bubbles are used to visualize the data.

Example: Displaying products by sales data.

Steps to create Packed Bubbles Chart

Step 13: Press ctrl + (select Sub Category and Sales) and select packed bubbles from Show Me

Step 14: Drag Sales over Label under Marks card

Step 15: Click on dropdown with Standard and select Entire View

Output:

Conclusion:

Here, we practiced some basic visual creation in Tableau and understood what we need to know about the data for each visual and also when we need to use that specific type of visual.

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