Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Tableau 10 Business Intelligence Cookbook
  • Table Of Contents Toc
  • Feedback & Rating feedback
Tableau 10 Business Intelligence Cookbook

Tableau 10 Business Intelligence Cookbook

By : Donabel Santos, Paul Banoub
3.8 (5)
close
close
Tableau 10 Business Intelligence Cookbook

Tableau 10 Business Intelligence Cookbook

3.8 (5)
By: Donabel Santos, Paul Banoub

Overview of this book

Tableau is a software tool that can speed up data analysis through its rich visualization capabilities, and help uncover insights for better and smarter decision making. This book is for the business, technology, data and analytics professionals who use and analyze data and data-driven approaches to support business operations and strategic initiatives in their organizations. This book provides easy-to-follow recipes to get the reader up and running with Tableau 10, and covers basic to advanced use cases and scenarios. The book starts with building basic charts in Tableau and moves on to building more complex charts by incorporating different Tableau features and interactivity components. There is an entire chapter dedicated to dashboard techniques and best practices. A number of recipes specifically for geospatial visualization, analytics, and data preparation are also covered. By the end of this book, you’ll have gained confidence and competence to analyze and communicate data and insights more efficiently and effectively by creating compelling interactive charts, dashboards, and stories in Tableau.
Table of Contents (11 chapters)
close
close
10
Index

Creating a pie chart

A pie chart is a circle—or pie—that is sliced. Each slice is identified using a different color and/or label. The size or angle of the slice represents that item or category's proportion to the whole. Pie charts are best at showing part-to-whole relationships when there aren't too many slices. Bar charts are great and popular alternatives to pie charts.

In this recipe, we will create a pie chart that shows the top five endorsements in 2014, sliced by sport.

Creating a pie chart

Getting ready

To follow this recipe, open B05527_01 – STARTER.twbx. Use the worksheet called Pie, and connect to the Top Athlete Salaries (Global Sport Finances) data source.

Getting ready

How to do it...

The following are the steps to create a pie chart:

  1. Change the mark type to Pie in the Marks card.
  2. From Measures, drag Endorsements $ to Angle in the Marks card.
  3. From Dimensions, drag Sport to Color in the Marks card.
  4. Right-click on Sport pill in the Color property in the Marks card and select Filter….
  5. In the Top tab, select By field: Top and 5 by Sum of Endorsement $.
    How to do it...
  6. Right-click on Sport pill in the Color in the Marks card and select Sort.
  7. Filter Ascending by Sum of Endorsement $.
    How to do it...
  8. From Measures, drag Endorsements $ to Label in the Marks card.
  9. Right-click on SUM(Endorsements $) pill in the Label property in the Marks card. Select Quick table calculation, and then Percent of total.
    How to do it...
  10. From Measures, drag Endorsements $ again to the Label in the Marks card.
  11. Click on Label in the Marks card, and select the ellipsis button under Label Appearance to modify the style of the text.
    How to do it...
  12. Change the format of the label to show the following, and click OK when done.
    How to do it...

How it works...

Tableau comes with a built-in mark called Pie. When you switch the mark to a Pie, a new property appears under the Marks card called Angle.

How it works...

To create a pie chart, simply change the mark to a Pie. Drag a measure to Angle, and a discrete field to Color.

Often a pie chart is accompanied by a label containing what the pie is, and what percentage of the pie that slice is. Percent of Total is a readily available Quick Table Calculation.

How it works...

To add this as a label, you need to add a measure to the Label in Marks card first. This will initially display the actual values of that measure. Once added, you can right-click on this measure and select Quick Table Calculation. This should expand the readily available quick table calculations, which would include Percent of Total.

There's more...

Pie charts often get a bad reputation in the visual analytics world. One reason is because humans can't naturally compare angles (or pie slices) easily, especially if the pie slices are pretty close in size. Bar charts are often more effective in showing the difference in magnitudes, because all we need to look at are the edges.

Note

If you are interested, you can check out the world's most accurate pie chart. Word of warning however, you have to have humor to continue (credit to Damien Foley's blog site): http://bit.ly/accuratepiechart.

I think part of the issue is also abuse. Sometimes there is a tendency to overuse pie charts in presentations—especially the 3D tilted, exploded ones. Comparing angles is hard enough, tilting and exploding the pies do not help clarify the numbers.

Note

Word of wisdom: the slices of the pie in a pie chart must sum up to 100%. Wisdom is learning from other's mistakes http://bit.ly/best-pie-chart-ever.

However, pie charts can be effective in showing what proportion of the whole is allocated to something. I think pie charts have their place in the visual analytics and reporting world. Just like any other tools in your toolset, we just need to use them in the right place, right time.

See also

  • Please refer to the Creating a tree map recipe in this chapter

Create a Note

Modal Close icon
You need to login to use this feature.
notes
bookmark search playlist download font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete

Delete Note

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete

Edit Note

Modal Close icon
Write a note (max 255 characters)
Cancel
Update Note

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY