ShowMeMore

Introduction 

This extension adds 10+ visualization types to your Tableau toolkit that are not present in the “Show Me” function of Native Tableau 

Create stunning Sankey Diagrams in minutes, enable your dashboard designers to use Radar Charts or compare sets using super attractive Venn Diagrams and many many more! All with the flexible power and interactivity of Tableau! 

Sankey Diagram

The Sankey Diagram visualizes the flow of a measure over multiple dimensions. Start visualizing the flow of money through your organizations departments or see what paths your visitors enjoy on your website. You can create your first Sankey Diagram in under a minute….

Sankey diagram in Tableau

Setting up your datasheet

The ShowMeMore extension can connect to an existing visualization (or table) in your dashboard to retrieve the data. Best practice and performance wise however we recommend creating a dedicated datasheet for the Sankey diagram. To create a dedicated datasheet we recommend dropping all dimensions and measures you want to use in your Sankey Diagram on the details of the marks pane. This will enable the best performance and allows dashboard actions to act on this dedicated Sankey datasheet. See screenshot showing how our demo workbook has been set up.

Setting up your datasheet in ShowMeMore
Setting up your datasheet (2)

You do need to add the datasheet to your dashboard since the ShowMeMore extension is a Dashboard Object that retrieves data from another sheet in the dashboard. Once you added the blue squared datasheet to your dashboard you can hide it by making it a floating container and resizing the container to 1×1 pixel. The datasheet has to remain on the dashboard!

Configure Screen

Select Data Sheet

Once you start configuring ShowMeMore, the extension automatically scans the dashboard for available sheets. Make sure you added your datasheet to the dashboard before opening the configuration screen. Don’t panic If you forgot to add the datasheet to the dashboard. Just close the configuration, add the datasheet to your dashboard and start the configuration again. Select the worksheet you want to retrieve data from (preferably your blue squared datasheet). This worksheet will be the input for the visualization you pick in the next step.

Configure Screen in ShowMeMore

Customize Sankey Diagram

Choose the dimensions you wish to show in your Sankey Diagram. Use the dropdown menu to select the dimensions from your datasheet that you want to be present as levels in your Sankey Diagram. These levels will be visualized in the Sankey diagram from the left to the right. Use the ‘Add’ button to add another level. Assign the measure you want to use in the Sankey by clicking on the measure dropdown menu.

Tooltips

Format your link and node tooltip. Use the shortcodes and/or free text. You will see the list of available shortcodes you can use. How they are displayed in the box will be how you will see them in your tooltip.

Sankey Diagram in ShowMeMore

Labels

Number format

Format your measure to a decimal or a percentage using the dropdown menu. Enter the amount of decimal spaces shown under ‘decimals’. Add a ‘Prefix’ and/or a ‘Suffix’ in the text boxes. A prefix will go before the word and the suffix after. A prefix for example could add a currency ‘$’ and a Suffix could add a ‘%’.

Display Units (Decimal only)

Within your data there could be large values. Here you can format using separators. Use the dropdown menu to display numerical units. Example: 6,744 – 6.74K. Use the tick box to include thousands separators. Example: 1234 – 1,234.

Font Size

Use the dropdown menu to change the size of the font from 50% – 150%. Changing the font size will affect all fonts within your Sankey Diagram.

Font Family

Use the dropdown menu to change the font best to suit your dashboard.

Font Color

Clicking on the circle shapes will open the color palette. Nodes, Links and Headers can all be changed separately using their own palette.

Label Editing

Format what is shown on your nodes, to and from them. You may add free text as well as using shortcodes from your data (Example: )  For extra formatting try using HTML like H1, IMG tags or Bold. Bold a word and reduce text sizing is available.Node Label

Within the text box, enter what you wish to be displayed within your node labels. Format to get the best look for your Sankey Diagram. See above for tips.

From Link Label

Next to each of your node labels, you will be able to display a label which can be entered within the text box. An example would to show the percentage of target. Example.

To Link Label

Have a label shown before your node labels. This could be useful to show a percent of your target. Use the text box to enter your information and see animated gif on how this will look when displayed.

Dashboard Actions

Dashboard actions are available within your Sankey Diagram! Use the ‘New Action’ to begin setting up the dashboard action.

Sankey Diagram in Tableau

Action type

Set up your dashboard action using a filter or a parameter from the dropdown menu. With the filter option you can trigger a dashboard action that filters on other sheets in your dashboard. A parameter action will change the value of a parameter to the node or link you selected in the Sankey. Very powerful features to control interactivity ans useability!

Trigger On

Decide whether to trigger the dashboard action when you click on a node or a link from your Sankey Diagram.

Target Sheet

Here you can select the sheet(s) you want to be the target of your dashboard action. Beware that you do not set your datasheet as a target sheet for the actions otherwise it will be hard to reset your filters!

Deselecting will

This powerful feature will give you control of your configured dashboard action. Use the dropdown to decide what you wish to happen once you’ve deselected your mark(s) in the Sankey. You can choose to show all data again in the target sheet(s), show no data at all or leave the filter as it was.

Refresh

Warning! We are continuously looking to improve our solutions, clicking refresh will give you the latest release with all the new features. Your Sankey Diagram will reset to its initial factory settings including color palette, measures and columns.  This is option will let you re-configure your extension from scratch.

Color

Click the ‘Use new color formatting’ checkbox to use the new color options. This will allow you to color your dimensions, individually on a named basis. When not using the new color formatting option, the Mark Colors will be colored by sorting order. This will allow you to customise your dashboard greatly and improve your user experience!

Background color

Use the circle to open the color palette to change the background colour of your Sankey Diagram. Extension objects can not be transparent in Tableau so to blend in your Sankey Diagram you are able to set your background color to match the design of your entire dashboard.

Color By

Same values have the same colors

Where your dataset shows the same value, your Sankey Diagram will display the same color. This can be helpful to show exact matches, within different categories. When choosing this you will be presented with all the dimension members available, click on each palette to edit.

All values have unique colors

Each value will have it’s own unique color. Ideal if you wish to differentiate all measures for example. When selecting you will be presented with the values that are available, click on each palette to edit.   

Color by dimension

This will only be available when clicking on ’Color by dimension’. All nodes and links will be colored by dimension. This would be ideal to show the flow from one dimension to the next. When clicking you will be presented with the categories available for you to then change the colors of your dimensions.

Color Links By

Here you can decide how you would like the links from your nodes to be colored by.

Sankey Diagram in tableau

Input – Output (Gradient)

Links will show a gradient from input color (source node) to output color (target node).

Input

Links will be colored with the input nodes color.

Output

Links will be colored with the output nodes color.

No Color

No coloring on any link, links will be shown as grey.

Sankey Diagram in Tableau

Select colors for dimensions: (New color formatting only)

Click on the color palette that’s alongside your chosen dimensions to choose their color. The new coloring format will improve your ease of use by seeing which dimension is represented by which color.

Sankey Diagram in Tableau

Format

Node Width

Increase or decrease the width of your nodes using the slider. This will also change the size and shape of your links to fit the view. If you decided to show labels in your Sankey diagram this is the option to control the width to fit your content.

Vertical Node Padding

Increase and decrease the vertical padding (whitespace between the nodes) using the slider. This will give the same space between each node (vertically). You can design your Sankey with the optimal whitespace you want.

Sankey Diagram in Tableau

Horizontal Node Padding

Increase and decrease the horizontal padding (whitespace between the nodes and the links) using the slider. This will give the same space between each node and the link horizontally.

Sankey Diagram in Tableau

Link Opacity

Increase and decrease the link opacity (transparency) using the slider. 100 will give full opacity (zero transparency). Transparency is a great feature to visualize overlapping links. Intensity and color blending indicates the overlap of links so your flows remain visible and understandable for the end user.

Sankey Diagram in Tableau

Node Opacity

Increase and decrease the node opacity using the slider. 100 will give full opacity (zero transparency).

Sankey Diagram in Tableau

Layout Mode

Change the layout of your nodes by choosing one of the 4 layout options.

Node Border

Hit ‘Enabled’ to give all your nodes a border to make them more stand out with the background.

Sankey Diagram in Tableau

Labels position

Decide the position or your nodes label being inside or outside your node.

Hide Nulls

Have the ability to hide all nulls by hitting ‘disabled’. The image is showing how you can have flows from column 1 to column 4 with nulls in columns 2 & 3. Nodes can also start and end on different levels.

Nodes in Sankey Diagram

Sort Nodes by

Arrange the order of the nodes by name & value either ascending or descending. Name order can be very useful to have an easy to read Sankey Diagram, sorting by value may give you clearer insight to your measures. Automatic will use Sankey Diagrams internal algorithm which calculates the optimal order or nodes with the least link overlaps.

Sankey Diagram in Tableau

Sort Links by

Arrange the links by value. High to low or low to high. Ideal if you wish to show where most of your sales are going and to which category. Automatic will use Sankey Diagrams internal algorithm which calculates the optimal order or nodes with the least link overlaps.  

Enable Header

Have the option show the names of the levels above the Sankey Diagram. See animated gif for an example of how it will look. 

Sankey Diagram in Tableau

Legend

To have a legend in your Sankey Diagram, tick the ‘Show legend’ button. When having a large selection of dimensions, it may be of benefit to use a color legend to display.

Sankey Diagram in Tableau

Legend Type

Choose between a Colour legend to elaborate on the used colors or a Scale legend to visualize the size of nodes and links. Colour legends will show the configured dimension alongside their colour. The scale legend shows a reference bar with a specific value for referential purposes.  

Legend Position

Choose where your legend will be. Left, Right, Top(color only) & Bottom (color only). Every Sankey Diagram could be different, change to give your dashboard the best look. This way you can match the Sankey diagram to the rest of your dashboard.

Legend order (Scale only)

Have the scale showing from High – Low or Low – high

Color (Scale only)

Use the circle to open the colour pallet to change your scale color.

Number of columns

Decide how many columns the color legend should show in your view. This will help with the look of your Sankey Diagram.

Horizontal shift

Use the slider to adjust the position horizontally of your Legend. Use this to get your legend in the perfect position.

Vertical shift

Use the slider to adjust the position vertically. This could allow you to have more text shown in your view.  

Other

Export your visualization as a SVG. This will open a prompt box explaining how to export.

Tutorial

Click on this link for a tutorial on how to use the Sankey Diagram

Radar Chart

A radar chart is a graphical method of displaying multivariate data in the form of a two-dimensional chart of three or more quantitative variables represented on axes starting from the same point. Visualize a persons characteristics or plot your department security assesment results in the characteristic spider web plot.

Radar Chart in Tableau

Setting up your datasheet

The ShowMeMore extension can connect to an existing visualization (or table) in your dashboard to retrieve the data. For best practice and performance however we recommend creating a dedicated datasheet for the ShowMeMore extension by dropping all dimensions and measures you want to use in your visualization on the details of the marks card. This will enable the best performance and allows dashboard actions to act on this dedicated datasheet. See screenshot showing how our demo workbook has been set up.

Setting up your worksheet

You do need to add the datasheet to your dashboard before ShowMeMore can use it, since the ShowMeMore extension is a Dashboard Object that retrieves data from another sheet in the dashboard. Once you added the blue squared datasheet to your dashboard you can hide it by making its container a floating container and resizing that container to 1×1 pixel. The datasheet has to remain on the dashboard!

Configure Screen

Select Data Sheet

Once you start configuring ShowMeMore, the extension automatically scans the dashboard for available sheets. Make sure you added your datasheet to the dashboard before opening the configuration screen. Don’t panic If you forgot to add the datasheet to the dashboard. Just close the configuration, add the datasheet to your dashboard and start the configuration again. Select the worksheet you want to retrieve data from (preferably your blue squared datasheet). This worksheet will be the input for the visualization you pick in the next step.

Customize Radar Chart

Dimension

Choose a dimension from the dropdown menu. This will show all the dimensions from your linked worksheet you’ve made available. We suggest no more than 3.

Axis

Choose a dimension from the dropdown menu which will act as your Radar Charts Axis. The dimension label will be on the outside of the circle. We suggest no more than 10 factors on you axis.

Color By

Choose a dimension from the dropdown menu that will color your Radar Chart. Choose the colors from the color menu within your configure pane. Using the correct color will help you differentiate one from the other.

Measure

Choose a measure you wish to use in your Radar Chart. The measure will show you how a dimension is doing in what areas allowing you to compare easily.

Customise Radar Chart

Tooltips

Format your link and node tooltip. Use the shortcodes as well as free text. You will see the list of available shortcodes you can use. How they are displayed in the box will be how you will see them in your tooltip.

Tooltip
Dashboard Tooltip

Labels

Number format

Format your measure to a decimal or a percentage using the dropdown menu. Enter the amount of decimal spaces shown under ‘decimals’. Add a ‘Prefix’ and/or a ‘Suffix’ in the text boxes. A prefix will go before the word and the suffix after. A prefix for example could add a currency ‘$’ and a Suffix could add a ‘%’.

Display Units (Decimal only)

Within your data there could be large values. Here you can format using separators. Use the dropdown menu to display numerical units. Example: 6,744 – 6.74K. Use the tick box to include thousands separators. Example: 1234 – 1,234

Font Size Axis 

Change the size of the font within the axis of your Radar Chart. When you have multiple dimensions within your axis it may be useful to reduce the font size.  

Font Size Dimension 

Make your Dimension stand out around your Radar Chart by increasing the size of the font.  

Font Family 

Use the dropdown menu to change the font best to suit your dashboard. 

Font Color 

Clicking on the circles alongside the labels will open the color palette. Here you can separately change the font colors of your Axis, Dimension and Header! 

Dashboard Actions

Dashboard actions are available within your Radar Chart! Filter down on a dimension by clicking a node and see that interact instantly with your dashboard. Click the centre of your Radar chart to filter all nodes or click on nodes individually to filter. It’s also possible to filter back from your tableau dashboard.  

Dashboard Actions

Refresh

Warning! We are continuously looking to improve our solutions, clicking refresh will give you the latest release with all the new features. Your Radar Chart will reset including color palette, measures and columns. 

Color

Click the ‘Use new color formatting’ checkbox to use the new color options. This will allow you to color your dimensions, individually. When not using the new color formatting option, the Mark Colors will be colored by sorting order. This will allow you to customise your dashboard greatly!

Background color

Use the circle to open the color palette to change the background colour of your Radar Chart. Use this to best match your dashboard color style.

Mark Colors

Use the circles to open the color palette to change the colors of the marks. The order they are in will be the order of your levels.

Select colors for dimensions: (New color formatting only)

Click on the color palette that’s alongside your chosen dimensions to choose their color. The new coloring format will improve your ease of use by seeing which dimension is represented by which color.

Format

Axis Labels

Enable the axis label to be shown in the view. It may be beneficial to have these turned off in the view for a larger chart in your dashboard.

Axis Labels

Axis Measure Labels

Enable or disable your axis measure labels. Take these away will leave a clean chart where you may be able to compares your dimensions as an overview.

Axis Measure Labels

Tick Marks

Want a more detailed view of where you’re measures are in your Radar Chart? Add more tick marks by using the slider.

Tick Marks

Background Opacity

Change the opacity of the gradient in your Radar Charts background. Allow your dimensions to stand out more.

Background Opacity

Axis Opacity

Have the axis lines run clear through your chart, this may assist you in understanding your results better.

Axis Opacity

Area Opacity

Allow the measure labels to be shown through your axis by changing the opacity of the area for example.

Axis Opacity

Circles Radius

Change the size of the circle points.  With many points it may benefit you to have smaller circles in your view.

Circle Radius

Stroke Width

Do you want thick or thin lines connecting your points? Change this here.

Stroke Width

Axis Min Value

Set the minimum value to be shown in your view. It may be important to only show values at a certain level to get real value in your Radar Chart.

Axis MaX Value

Set the maximum value to be shown in your view. You may want to compare over a range, you can easily do this here.

Axis Min and Max Values

Legend

To have a legend in your Radar Chart, tick the ‘Show legend’ button. When having a large selection of dimensions, it may be of benefit to use a color legend to display.

Legend Position

Choose where your legend will be. Left, Right, Top & Bottom. Every Radar Chart could be different, change to give your dashboard the best look.

Legend Position

Number of columns

Decide how many columns the color legend should show in your view. This will help with the look of your Radar Chart.

Horizontal shift

Use the slider to adjust the position horizontally of your Legend. Use this to get it in the perfect position.

Vertical shift

Use the slider to adjust the position vertically. This could allow you to have more text shown in your view. 

 

Other

Export your visualization as a SVG. This will open a prompt box explaining how to export.

Tutorial

Click on this link for a tutorial on how to use the Radar Chart

Venn Diagram

A Venn Diagram is a diagram that visually displays all the possible logical relationships between a collection of sets. Each set is typically represented with a circle. Contained within each set is a collection of objects or entities that all have something in common. When sets overlap, it’s known as the intersection area. This is where entities that have all the qualities of the overlapping sets.

Venn diagram in Tableau

Setting up your datasheet

The Venn Diagram uses Tableau Sets to visualize overlap between sets. So to get started you need to create two or more sets. In the example dashboard we used the Tableau Superstore demo dataset to create three sets:

  1. My Top 30 customers based on Sales
  2. My Top 45 customers based on Profit
  3. My Top 25 customer based on Quantity

In Tableau these sets are created based on Customer ID like shown below

Setting up datasheet 1
datasheet 2
Setting up datasheet 3

Drag these sets to the detail of your Marks pane and alsi add the countD of your Customer name or Customer ID as a measure. You will end up with a datasheet that looks like this

datasheet Venn Diagram

Configure Screen

Select Data Sheet

Select the worksheet you want to use as datasheet for your Venn diagram. This worksheet will be the input for the visualization (Venn Diagram) you pick in the next step.

Configure screen

Customize Venn Diagram

Choose the levels to be view in your Venn Diagram. Here you select the sets you want to be part of your Venn diagram (Top customers Sales, Top customers Profit and Top customers Quantity). The dimensions chosen will be visualized by overlapping spheres where its size is according by the measure chosen (number of unique customers). Use the dropdown menus to choose the specific sets and measure. Use the green ‘Add’ button if you want to add an extra set/spere in your Venn Diagram.

Customize venn diagram

Tooltips

Format your link and node tooltip. Use the shortcodes as well as free text. You will see the list of available shortcodes you can use. How they are displayed in the box will be how you will see them in your tooltip.

tooltip venn diagram

Labels

Number format

Format your measure to a decimal or a percentage using the dropdown menu. Enter the amount of decimal spaces shown under ‘decimals’. Add a ‘Prefix’ and/or a ‘Suffix’ in the text boxes. A prefix will go before the word and the suffix after. A prefix for example could add a currency ‘$’ and a Suffix could add a ‘%’.

Display Units (Decimal only)

Within your data there could be large values. Here you can format using separators. Use the dropdown menu to display numerical units. Example: 6,744 – 6.74K. Use the tick box to include thousands separators. Example: 1234 – 1,234.

Font Size

Use the dropdown menu to change the size of the font from 50% – 150%. Changing the font size will affect all fonts within your Venn Diagram.

Font Family

Use the dropdown menu to change the font best to suit your dashboard.

Font Color

Clicking on the circle shapes will open the color palette. Customise your nodes, links and headers separately.

Example configuration for Labels:

Configuration for labels

Dashboard Actions

Dashboard actions are available within your Venn Diagram! Filter down on a dimension by clicking a node and see that interact instantly with your dashboard. It’s also possible to filter back from your tableau dashboard.

In the example dashboard I configured the Dashboard action like shown below:

Dashboard actions venn diagram

This will trigger selection of a spere or overlapping segment of the VENN diagram and act as a filter on the Target sheet (the Bar Chart with all customers).

In the example below you can see that selecting a spere or an overlapping segment of spheres will filter my customers to the ones that are part of the sets involved in my selection.

Dashboard Actions

Refresh

Warning! We are continuously looking to improve our solutions, clicking refresh will give you the latest release with all the new features. Your Venn Diagram will entirely reset including color palette, measures and columns. 

Color

Click the ‘Use new color formatting’ checkbox to use the new color options. This will allow you to color your dimensions, individually. When not using the new color formatting option, the Mark Colors will be colored by sorting order. This will allow you to customise your dashboard greatly!

Background color

Use the circle to open the color palette to change the background colour of your Venn Diagram to blend it in perfectly with the rest of your dashboard.

Mark Colors

Use the circles to open the color palette to change the colors of the marks. The order they are in will be the order of your levels.

Colour Change

Select colors for dimensions: (New color formatting only)

Click on the color palette that’s alongside your chosen dimensions to choose their color. This will ensure that the set/dimension you choose always has the same coloring in the dashboard

Format

Circle Opacity

Set up the opacity to see all the overlaying circles clearly. Use the slider to change the opacity of the circles. 100 being full opacity 0 being no opacity.

Circle Opacity

Text Opacity

The text may stand out too much, here you can blend in to your diagram. Use the slider to change the opacity of the text. 100 being full opacity 0 being no opacity.

Text Opacity

Border Width

Having a wider border may help to show each level clearer. Change the width of your boarder. 0 being the smallest, 10 being the biggest.

Border Width

Border Opacity

Use the slider to change the opacity of the border. 100 being full opacity 0 being no opacity.

Border Opacity

Other

Export your visualization as a SVG. This will open a prompt box explaining how to export.

Tutorial

Click on this link for a tutorial on how to use the Venn Diagram

Network Diagram

This type of visualisation shows how things are interconnected through the use of nodes / vertices and link lines to represent their connections and help illuminate the type of relationships between a group of entities. Start connecting the dots in your customer base or visualize team relationships with this viz type.

Setting up your worksheet

For the best practice we recommend dropping all dimensions and measures on to the marks card. This will enable the best performance. The main components of the dataset will be a ‘source’, ‘target’ and a measure. For example your source may be the managers in your organisation, the target being the employees they manage and the measure being the total sales. Group your dimensions and set them as your color. This will allow you to have a clear understanding of your network.  See screenshot showing how our demo workbook has been set up.

Setting up your worksheet

Configure Screen

Select Data Sheet

Select the worksheet you want to retrieve data from. This worksheet will be the input for the visualization you pick in the next step.

configure screen

Customize Network Diagram

Source

Choose your dimension from the dropdown menu to be your source. Within your network these maybe your managers for example who will then have links to their employees for example as their ‘target’.

Target

Choose your dimension from the dropdown menu to be your target of your links with the source dimension.

Color By

From the dropdown menu choose a dimension that will color the nodes in your Network diagram. You may for example have certain group or department in your datasheet where certain employees are employed, these can be colored per group here. Colors can be chosen in the color segment of the configuration screen under ‘Mark Colors’ which will be discussed later on.

Measure

Choose your measure from the dropdown. Here you may wish to show how many employees are under a managers name, the larger the value the larger the node will be in the view.

Tooltips

Format your link and node tooltip. Use the shortcodes as well as free text. You will see the list of available shortcodes you can use. How they are displayed in the box will be how you will see them in your tooltip.

Labels

Number format

Format your measure to a decimal or a percentage using the dropdown menu. Enter the amount of decimal spaces shown under ‘decimals’. Add a ‘Prefix’ and/or a ‘Suffix’ in the text boxes. A prefix will go before the word and the suffix after. A prefix for example could add a currency ‘$’ and a Suffix could add a ‘%’.

Display Units (Decimal only)

Within your data there could be large values. Here you can format using separators. Use the dropdown menu to display numerical units. Example: 6,744 – 6.74K. Use the tick box to include thousands separators. Example: 1234 – 1,234

Font Size

Use the dropdown menu to change the size of the font from 50% – 150%

Font Family

Use the dropdown menu to change the font best to suit your dashboard.

Font Color

Clicking on the circle shapes will open the color palette. Nodes, Links and Headers can all be changed separately using their own palette.

Dashboard Actions

Dashboard actions are available within your Network Diagram! Filter down on a dimension by clicking a node and see that interact instantly with your dashboard. It’s also possible to filter back from your tableau dashboard. You can do this as you would with your dashboard, by selecting ‘use as filter’ on your container.

Dashboard Actions

Target sheets

Decide which sheets you wish the extension to trigger, all sheets that are available on your dashboard will be shown here. Multiple sheets can be triggered with a dashboard action.

Selected fields

Which field would you like the extension to trigger on? This can be the dimension chosen as your source or the target dimension. Decide which is the field you wish to be the trigger of the extension.

dashboard actions selected fields

Refresh

Warning! We are continuously looking to improve our solutions, clicking refresh will give you the latest release with all the new features. Your Network Diagram will reset including color palette, measures and columns. 

Color

Click the ‘Use new color formatting’ checkbox to use the new color options.

Background color

Use the circle to open the color palette to change the background colour of your Network Diagram. Use this to best match your dashboard color style.

Color Mode

Choose between Color Nodes or Color Nodes and Links. Coloring just the nodes will leave the links grey.

Mark Colors

Use the circles to open the color palette to change the colors of the marks. The order they are in will be the order of your levels.

Select colors for dimensions: (New color formatting only)

Click on the color palette that’s alongside your chosen dimensions to choose their color. The new coloring format will improve your ease of use by seeing which dimension is represented by which color.

Format

Animations

Enable or disable animations in your diagram. Liven up your dashboard with animations in your Network Diagram. Grab a node to move and see all the target nodes linked.

Animations

Curved Lines

Choose between curved and straight lines by enabling or disabling curved lines. Decide which looks better in your dashboard.

Curved Lines

Arrows

Arrows will show the direction of source to target. Enable or disable here. This may help with the direction of the link between each of the nodes.

Arrows

Size Node

Decide whether the incoming or outbound values will size your node. For example it may be important to see how many employees report to a manager, here you would choose incoming values.

Node Distance

Change the distance from one node to another using the scroll bar. 300 being the biggest distance.

Node Distance

Force

The force pushes the nodes from its closest node away. The larger the node, the stronger the push it will have. Adjust the slider to increase the force!

Force

Node Size

Increase or decrease the size of your nodes, with 1 being the smallest & 5 the largest. All nodes will change in proportion. With less nodes available it may be beneficial to increase their size.

Node size

Link Size

Increase or decrease the width of your link, with 1 being the smallest & 5 the largest. Increase the stroke size to show clearer links.

Link Size

Number of iterations when animations are disabled

Decide on how many iterations there will be when disabled. The iterations will help with the look by avoiding overlaps for example. To improve the performance try reducing the iterations.

Legend

To have a legend in your Network Diagram, tick the ‘Show legend’ button. When having a large selection of dimensions, it may be of benefit to use a color legend to display.

Legend Position

Choose where your legend will be. Left, Right, Top(color only) & Bottom (color only)

Number of columns

Add more columns in the text box to get the best look for your Network Diagram.

Horizontal shift

Use the slider to adjust the position or your legend horizontally

Vertical shift

Use the slider to adjust the position of your legend vertically

Sunburst Diagram NEW

This type of visualisation shows hierarchy through a series of rings, that are sliced for each category node. Each ring corresponds to a level in the hierarchy, with the central circle representing the root node and the hierarchy moving outwards from it. Rings are sliced up and divided based on their hierarchical relationship to the parent slice. The angle of each slice is either divided equally under its parent node or can be made proportional to a value.

Setting up your worksheet

For the best practice we recommend dropping all dimensions and your measure on to the marks card. This will enable the best performance. Your data should be organised with your hierarchical data. See screenshot showing how our demo workbook has been set up.

Configure Screen

Select Data Sheet

Select the worksheet you want to retrieve data from. This worksheet will be the input for the visualization you pick in the next step.  

Customize Sunburst Diagram

Choose the dimensions you wish to show in your Sunburst Diagram. Use the dropdown menu to select your dimension. The first chosen dimension will fill out the inner part of your Sunburst Diagram. Assign your chosen measure by clicking on the measure dropdown menu. Example: A book store would use a Sunburst Diagram to see sales per genre. The hierarchy could be ‘Genre’, ‘Sub-Genre’, ‘Topic’ etc. This is an ideal way of showing which genres have the best sales.

Tooltips

Format your link and node tooltip. Use the shortcodes as well as free text. You will see the list of available shortcodes you can use. How they are displayed in the box will be how you will see them in your tooltip.

Tooltips

Labels

Number format

Format your measure to a decimal or a percentage using the dropdown menu. Enter the amount of decimal spaces shown under ‘decimals’. Add a ‘Prefix’ and/or a ‘Suffix’ in the text boxes. A prefix will go before the word and the suffix after. A prefix for example could add a currency ‘$’ and a Suffix could add a ‘%’.

Display Units (Decimal only)

Within your data there could be large values. Here you can format using separators. Use the dropdown menu to display numerical units. Example: 6,744 – 6.74K. Use the tick box to include thousands separators. Example: 1234 – 1,234.

Font Size

Use the dropdown menu to change the size of the font from 50% – 150%. Changing the font size will affect all fonts within your Sunburst Diagram.

Font Family

Use the dropdown menu to change the font best to suit your dashboard.

Font Color

Clicking on the circle shapes will open the color palette. Nodes, Links and Headers can all be changed separately using their own palette.

Dashboard Actions

Dashboard actions are available within your Sunburst Diagram! Filter down on a dimension by clicking a node and see that interact instantly with your dashboard. It’s also possible to filter back from your tableau dashboard.

Dashboard Actions

Target Sheet

Decide which sheets are triggered when using the extension. Multiple sheets may be chosen. It be important to target just a single sheet on the dashboard so this will offer huge value.

Dashboard Action Target Sheet

Refresh

Warning! We are continuously looking to improve our solutions, clicking refresh will give you the latest release with all the new features. Your Sunburst Diagram will reset including color palette, measures and columns. 

Color

Click the ‘Use new color formatting’ checkbox to use the new color options. This will allow you to color your dimensions, individually. When not using the new color formatting option, the Mark Colors will be colored by sorting order. This will allow you to customise your dashboard greatly!

Background color

Use the circle to open the color palette to change the background colour of your Chord Diagram.

Color By

Choose either having all values the same color or all to be colored by the ‘level 1’ values

Mark Colors

Use the circles to open the color palette to change the colors of the marks. The order they are in will be the order of your levels.

Select colors for dimensions: (New color formatting only)

Click on the color palette that’s alongside your chosen dimensions to choose their color. The new coloring format will improve your ease of use by seeing which dimension is represented by which color.

New Color Format Sunburst New

Format

Show Values

Have the values shown on your Sunburst Diagram. Some occasions it may be useful to only show certain labels in your view, disabling will allow you to hide the value.

Show labels below values

Format the labels by having them below the values. This may be useful if the values are the most important component of your diagram.

Show total in centre

Have a grand total shown in the centre of your Sunburst! A fantastic feature to see the total values within your Sunburst Diagram

All Formatting Options

Legend

To have a legend in your Sunburst Diagram, tick the ‘Show legend’ button. When having a large selection of dimensions, it may be of benefit to use a color legend to display.

Legend

Legend Position

Choose where your legend will be from the 6 options! Your Sunburst Diagram will autosize to fit the legend in the view.

Number of columns

Add more columns in the text box to get the best look for your Sunburst Diagram. You may prefer to have them in a row or on top of each other.

Horizontal shift

Use the slider to adjust the position horizontally of your Legend. Use this to get your legend in the perfect position.

Vertical shift

Use the slider to adjust the position vertically. This could allow you to have more text shown in your view. 

Other

Export your visualization as a SVG. This will open a prompt box explaining how to export.

Tutorial

Click on this link for a tutorial on how to use the Sunburst Diagram

Chord Diagram

This type of diagram visualises the inter-relationships between entities. The connections between entities are used to display that they share something in common. This makes Chord Diagrams ideal for comparing the similarities within a dataset or between different groups of data.

Setting up your worksheet

For the best practice we recommend dropping all dimensions and measures on to the marks card. This will enable the best performance. This visualisation requires matrix data to work. For example A -> B, B ->A, A->A & B->B.  See screenshot showing how our demo workbook has been set up.

Setting up your worksheet

Configure Screen

Select Data Sheet
Select the worksheet you want to retrieve data from. This worksheet will be the input for the visualization you pick in the next step.

Matrix

Customize Chord Diagram

Source

Choose your dimension from the dropdown menu to be your source. The source will link to your target dimension around the axis.

Target

Choose your dimension from the dropdown menu to be your target of your source dimension.

Measure

Choose your measure from the dropdown menu. Have a selection of measures loaded, once changed you will see an instant change to the Chord Diagram.

Tooltips

Format your link and node tooltip. Use the shortcodes as well as free text. You will see the list of available shortcodes you can use. How they are displayed in the box will be how you will see them in your tooltip.

Labels

Number format

Format your measure to a decimal or a percentage using the dropdown menu. Enter the amount of decimal spaces shown under ‘decimals’. Add a ‘Prefix’ and/or a ‘Suffix’ in the text boxes. A prefix will go before the word and the suffix after. A prefix for example could add a currency ‘$’ and a Suffix could add a ‘%’.

Display Units (Decimal only)

Within your data there could be large values. Here you can format using separators. Use the dropdown menu to display numerical units. Example: 6,744 – 6.74K. Use the tick box to include thousands separators. Example: 1234 – 1,234.

Font Size

Use the dropdown menu to change the size of the font from 50% – 150%. Changing the font size will affect all fonts within your Chord Diagram.

Font Family

Use the dropdown menu to change the font best to suit your dashboard.

Font Color

Clicking on the circle shapes will open the color palette. Nodes, Links and Headers can all be changed separately using their own palette.

Dashboard Actions

Dashboard actions are available within your Chord Diagram! Filter down on a dimension by clicking a node and see that interact instantly with your dashboard. It’s also possible to filter back from your tableau dashboard.

Dashboard Actions

Refresh

Warning! We are continuously looking to improve our solutions, clicking refresh will give you the latest release with all the new features. Your Chord Diagram will reset including color palette, measures and columns. 

Color

Click the ‘Use new color formatting’ checkbox to use the new color options. This will allow you to color your dimensions, individually. When not using the new color formatting option, the Mark Colors will be colored by sorting order. This will allow you to customise your dashboard greatly!

Background color

Use the circle to open the color palette to change the background colour of your Chord Diagram.

Color By

Choose between having one color throughout your diagram or to colorise using the color palette.

Color By

Colorize Borders

Edit the border in your Chord Diagram. Change the color of your borders by colorising them using the color palette or making them black or white.

Mark Colors

Use the circles to open the color palette to change the colors of the marks. The order they are in will be the order of your levels.

Select colors for dimensions: (New color formatting only)

Click on the color palette that’s alongside your chosen dimensions to choose their color. This will ensure that the set/dimension you choose always has the same coloring in the dashboard

Format

Axis

Have an axis shown around your Chord Diagram. Format the labels of your axis below.

Axis On Off

Axis Step Size

Decide how many steps of the axis you wish to be shown in your view. 0 will show no labels with 10 showing the most possible. No labels will overlap.

Axis Step Size

Link Opacity

Change the opacity of your links. 100 being full opacity, 0 being no opacity.

Link Opacity

Node Opacity

Change the opacity of your nodes. 100 being full opacity, 0 being no opacity.

Node Opacity

Border Width

Change the width of your border.  10 being the widest, 0 will show no border.

Border Width

Border Opacity

Change the opacity of your border.  100 being full opacity, 0 being no opacity.

Border Opacity

Axis Opacity

Change the opacity of your axis.  100 being full opacity, 0 being no opacity.

Axis Opacity

Legend

To have a legend in your Chord Diagram, tick the ‘Show legend’ button. When having a large selection of dimensions, it may be of benefit to use a color legend to display.

Legend Position

Choose where your legend will be. Top Left, Top Right, Bottom Left & Bottom Right. Every Chord Diagram could be different, change to give your dashboard the best look.

Number of columns

Add more columns in the text box to get the best look for your Chord Diagram.

Horizontal shift

Use the slider to adjust the position of your legend horizontally.

Vertical shift

Use the slider to adjust the position vertically

Other

Export your visualization as a SVG. This will open a prompt box explaining how to export.

Tutorial

Click on this link for a tutorial on how to use the Chord Diagram

Calendar Chart

Calendars as a visual tool are used to display periods of time and to display the organisation of events. Periods of time are often displayed and divided into units such as days, weeks, months and years. A date is the designation of a single, specific day within such a system. 

Setting up your worksheet 

For the best practice we recommend dropping all measures on to the marks card. This will enable the best performance. It’s necessary to have a date field, add other measures which you can decide to show on your Calendar chart. See screenshot showing how our demo workbook has been set up.  

Calendar chart in Tableau

Configure Screen 

Select Data Sheet 

Select the worksheet you want to retrieve data from. This worksheet will be the input for the visualization you pick in the next step. 

Customize Calendar Chart 

DAY(Date) 

Choose the measure that holds the dates from the dropdown list. 

Measure 

Decide the measure to be shown in your calendar. Change the measure to see the changes in your calendar instantly.   

Tooltips 

Format your link and node tooltip. Use the shortcodes as well as free text. You will see the list of available shortcodes you can use. How they are displayed in the box will be how you will see them in your tooltip.  

Labels 

Number format 

Format your measure to a decimal or a percentage using the dropdown menu. Enter the amount of decimal spaces shown under ‘decimals’. Add a ‘Prefix’ and/or a ‘Suffix’ in the text boxes. A prefix will go before the word and the suffix after. A prefix for example could add a currency ‘$’ and a Suffix could add a ‘%’.  

Display Units (Decimal only)  

Within your data there could be large values. Here you can format using separators. Use the dropdown menu to display numerical units. Example: 6,744 – 6.74K. Use the tick box to include thousands separators. Example: 1234 – 1,234 

Font Size 

Use the dropdown menu to change the size of the font from 50% – 150% 

Font Family 

Use the dropdown menu to change the font best to suit your dashboard. 

Font Color 

Clicking on the circle shapes will open the color palette. Customise your nodes, links and headers separately. 

Dashboard Actions 

Dashboard actions are available within your Calendar Chart! Filter down on a dimension by clicking a node and see that interact instantly with your dashboard. It’s also possible to filter back from your tableau dashboard.  

Dashboard Actions Calendar Chart in Tableau

Refresh 

Warning! We are continuously looking to improve our solutions, clicking refresh will give you the latest release with all the new features. Your Calendar Chart will reset including color palette, measures and columns.  

Color 

Click the ‘Use new color formatting’ checkbox to use the new color options. 

Background color  

Use the circle to open the color palette to change the background colour of your Calendar Chart. 

Color Mode 

Color just your nodes or your links and nodes.  

Mark Colors 

Use the circles to open the color palette to change the colors of the marks. The order they are in will be the order of your levels. 

Select colors for dimensions: (New color formatting only) 

Click on the color palette that’s alongside your chosen dimensions to choose their color. In ‘Format’ when selecting ‘Diverging palette’ here you can decide the colors that will diverge.  

Changing color in Calendar Chart in Tableau 

Format 

Color Palette 

Change the palette style between continuous and diverging. 

 

Other 

Export your visualization as a SVG. This will open a prompt box explaining how to export. 

Tutorial  

Click on this link for a tutorial on how to use the Calendar Chart 

Circular Sankey

The Circular Sankey Diagram visualizes the flow of a measure over multiple dimensions with internal loops. Sankey diagrams are a type of flow diagram in which the width/height of the arrows is proportional to the flow rate.

Circular Sankey

Setting up your worksheet

For the best practice we recommend dropping all dimensions and measures on to the marks card. This will enable the best performance. Your data should have a two dimensions (your source and target of the source) and a measure.  Your See screenshot showing how our demo workbook has been set up.

Configure Screen

Select Data Sheet

Select the worksheet you want to retrieve data from. This worksheet will be the input for the visualization you pick in the next step.

Customize Circular Sankey Diagram

Choose the dimensions you wish to show in your Sankey Diagram. Use the dropdown menu to select your dimension. The levels will be the order, from left to right, shown in your Sankey Diagram. Use the ‘Add’ button to add more levels. Assign your chosen measure by clicking on the measure dropdown menu.

Tooltips

Format your link and node tooltip. Use the shortcodes as well as free text. You will see the list of available shortcodes you can use. How they are displayed in the box will be how you will see them in your tooltip.

Labels

Number format

Format your measure to a decimal or a percentage using the dropdown menu. Enter the amount of decimal spaces shown under ‘decimals’. Add a ‘Prefix’ and/or a ‘Suffix’ in the text boxes. A prefix will go before the word and the suffix after. A prefix for example could add a currency ‘$’ and a Suffix could add a ‘%’.

Display Units (Decimal only)

Within your data there could be large values. Here you can format using separators. Use the dropdown menu to display numerical units. Example: 6,744 – 6.74K. Use the tick box to include thousands separators. Example: 1234 – 1,234.

Font Size

Use the dropdown menu to change the size of the font from 50% – 150%. Changing the font size will affect all fonts within your Circular Sankey Diagram.

Font Family

Use the dropdown menu to change the font best to suit your dashboard.

Font Color

Clicking on the circle shapes will open the color palette. Nodes, Links and Headers can all be changed separately using their own palette.

Label Editing

Format what is shown on your nodes, to and from them. You may add free text as well as using shortcodes from your data (Example: <MeasureName>)  For extra formatting try using HTML like H1, IMG tags or Bold. Bold a word and reduce text sizing is available.

Node Label

Within the text box, enter what you wish to be displayed within your node labels. Format to get the best look for your Circular Sankey Diagram. See above for tips.

From Link Label

Next to each of your node labels, you will be able to display a label which can be entered within the text box. An example would to show the percentage of target. Example <PercentOfSource>.

To Link Label

Have a label shown before your node labels. This could be useful to show a percent of your target. Use the text box to enter your information and see animated gif on how this will look when displayed.

Dashboard Actions

Dashboard actions are available within your Circular Sankey Diagram! Filter down on a dimension by clicking a node and see that interact instantly with your dashboard. It’s also possible to filter back from your tableau dashboard.

Dashboard Actions

Refresh

Warning! We are continuously looking to improve our solutions, clicking refresh will give you the latest release with all the new features. Your Sankey Diagram will reset including color palette, measures and columns. 

Color

Click the ‘Use new color formatting’ checkbox to use the new color options. This will allow you to color your dimensions, individually. When not using the new color formatting option, the Mark Colors will be colored by sorting order. This will allow you to customise your dashboard greatly!

Background color

Use the circle to open the color palette to change the background colour of your Sankey Diagram.

Color By

Same values have the same colors

Where your dataset shows the same value, your Circular Sankey Diagram will display the same color. This can be helpful to show exact matches, within different categories.  When choosing this you will be presented with all the dimension members available, click on each palette to edit.

One color

Have a single color running through your diagram instead of multiple. The first color on your ‘Mark colors’ will be the color shown.

Color Links By

Here you can decide how you would like the links from your nodes to be colored by.

Circular – None Circular

The links will be greyed out

Input – Output (Gradient)

Links will show a gradient from input color to output.

Input

Links will be colored with the input nodes color.

Output

Links will be colored with the output nodes color.

Mark colors

The mark colors can be changed individually by clicking on each one to open the color palette. The order of the mark colors will be the order of the color of the nodes.

Select colors for dimensions: (New color formatting only)

Click on the color palette that’s alongside your chosen dimensions to choose their color. (This will only work when having ‘Same values have the same colors’ option selected.

Format

Node Width

Increase and decrease the width of your nodes using the slider. This will also change the size and shape of your links to in the view.

Node Width

Vertical Node Padding

Increase and decrease the vertical padding using the slider. This will give the same space between each node (vertically)

Horizontal Node Padding

Increase and decrease the horizontal padding using the slider. This will give the same space between each node and the link.

Horizontal Node Padding

Link Opacity

Increase and decrease the link opacity using the slider. 100 will give no opacity, 0 will give the most opacity.

Link Opacity

Node Opacity

Increase and decrease the node opacity using the slider. 100 will give no opacity, 0 will give the most opacity.

Node Opacity

Node Border

Hit ‘Enabled’ to give all your nodes a border.

Node Border

Labels position

Decide the position of your nodes label being inside or outside your node.

Labels Position

Hide Nulls

Have the ability to hide all nulls by hitting ‘disabled’. The image is showing how you can have flows from column 1 to column 4 with nulls in columns 2 & 3. Nodes can also start and end on different levels.

Legend

To have a legend in your Sankey Diagram, tick the ‘Show legend’ button. When having a large selection of dimensions, it may be of benefit to use a color legend to display.

Legend Type

Choose between Color or Scale. Color will show the dimension alongside their color. The legend shows a reference bar with a specific value for referential purposes.  

Legend Position

Choose where your legend will be. Left, Right, Top(color only) & Bottom (color only). Every Circular Sankey Diagram could be different, change to give your dashboard the best look.

Legend Position

Legend order (Scale only)

Have the scale showing from High – Low or Low – high

Color (Scale only)

Use the circle to open the color pallete to change your scale color.

Number of columns

Decide how many columns the color legend should show in your view. This will help with the look of your Sankey Diagram.

Horizontal shift

Use the slider to adjust the position horizontally of your Legend. Use this to get it in the perfect position.

Vertical shift

Use the slider to adjust the position vertically. This could allow you to have more text shown in your view. 

Other

Export your visualization as a SVG. This will open a prompt box explaining how to export.

Tutorial

Click on this link for a tutorial on how to use the Circular Sankey

Horizon Chart

Horizon charts are an alternative to ridgeline plots and small-multiple area charts that allow greater precision for a given vertical space by using colored bands. These charts can also be used with diverging color scales to differentiate positive and negative values.

Horizon Chart in Tableau

Data should also include the metric that you are monitoring.

Setting up your worksheet

 

For the best practice we recommend dropping all dimensions and measures on to the marks card. This will enable the best performance. A horizon chart relies on a date field, a dimension and a measure.  See screenshot showing how our demo workbook has been set up.

Horizon Chart in Tableau

Configure Screen

Select Data Sheet

Select the worksheet you want to retrieve data from. This worksheet will be the input for the visualization you pick in the next step.

Customize Horizon Plot

DAY(Date)

Choose the dimension which holds the date field. Example: Years, Months.

Category

Use the dropdown to choose your category.  Example: State.

Measure

Use the dropdown to choose your measure. Example: (Sum)Difference from average.

Labels

Number format

Format your measure to a decimal or a percentage using the dropdown menu. Enter the amount of decimal spaces shown under ‘decimals’. Add a ‘Prefix’ and/or a ‘Suffix’ in the text boxes. A prefix will go before the word and the suffix after. A prefix for example could add a currency ‘$’ and a Suffix could add a ‘%’.

Display Units (Decimal only)

Within your data there could be large values. Here you can format using separators. Use the dropdown menu to display numerical units. Example: 6,744 – 6.74K. Use the tick box to include thousands separators. Example: 1234 – 1,234.

Font Size

Use the dropdown menu to change the size of the font from 50% – 150%. Changing the font size will affect all fonts within your Horizon Chart.

Font Family

Use the dropdown menu to change the font best to suit your dashboard.

Font Color

Clicking on the circle shapes will open the color palette. Nodes, Links and Headers can all be changed separately using their own palette.

Refresh

Warning! We are continuously looking to improve our solutions, clicking refresh will give you the latest release with all the new features. Your Horizon Chart will reset including color palette, measures and columns. 

Color

Click the ‘Use new color formatting’ checkbox to use the new color options.

Background color

Use the circle to open the color palette to change the background colour of your Horizon Chart.

Select diverging color scheme: (New color formatting only)

Click on one of the schemes to color format your Horizon Chart. These are stored within your Horizon chart for you to choose.

Format

The amount of overlapping layers

Limit the number of overlapping layers across your Horizon Chart (maximum 5)

Horizon Chart in Tableau

Labels

Choose to enable or disable the labels to be shown in view. The labels shown will be your chosen category in the view. These will be shown at the start of your chart rows.

Other

Export your visualization as a SVG. This will open a prompt box explaining how to export.

Tutorial

Click on this link for a tutorial on how to use the Horizon Chart

Organization Chart

The organization chart is a diagram showing graphically the relation of one official to another, or others, of a company. It is also used to show the relation of one department to another, or others, or of one function of an organization to another, or others. This chart is valuable in that it enables one to visualize a complete organization, by means of the picture it presents.

Organisation Chart

Setting up your worksheet

For the best practice we recommend dropping all dimensions and measures on to the marks card. This will enable the best performance. See screenshot showing how our demo workbook has been set up.

Configure Screen

Select Data Sheet

Select the worksheet you want to retrieve data from. This worksheet will be the input for the visualization you pick in the next step.

Customize Organization Chart

Choose the dimensions you wish to show in your Organization Chart. Use the dropdown menu to select your dimension. Add more dimensions to show more levels of your organization. Choose a measure to show within your chart.

Tooltips

Format your link tooltip & your node tooltip. Use the shortcodes as well as free text. Example: <PercentOfSource> of <SourceName> to <PercentOfTarget> of <TargetName>

Labels

Number format

Format your measure to a decimal or a percentage using the dropdown menu. Enter the amount of decimal spaces shown under ‘decimals’. Add a ‘Prefix’ and/or a ‘Suffix’ in the text boxes.

Display Units (Decimal only)

Use the dropdown menu to display numerical units. Example: 6,744 – 6.74K

Use the tick box to include thousands separators. Example: 1234 – 1,234

Font Size

Use the dropdown menu to change the size of the font from 50% – 150%

Font Family

Use the dropdown menu to change the font best to suit your dashboard.

Font Color

Clicking on the circle shapes will open the color palette. Customise your nodes, links and headers separately.

Dashboard Actions

Choose which sheet(s) will be triggered when interacting with your Organization chart.

Dashboard Actions

Refresh

Click refresh to retrieve the latest features! Refresh will reset your columns, measures and color palette

Color

Click the ‘Use new color formatting’ checkbox to use the new color options.

Background color

Use the circle to open the color palette to change the background colour of your Organization Chart.

Color Mode

Color just your nodes or your links and nodes.

Mark Colors

Use the circles to open the color palette to change the colors of the marks. The order they are in will be the order of your levels.

Select colors for dimensions: (New color formatting only)

Click on the color palette that’s alongside your chosen dimensions to choose their color. This will ensure that the dimension you choose always has the same coloring in the dashboard.

Format

Layout

Decide between having a horizontal layout or a vertical.

Layout

Align

Change the alignment of the nodes! Centre, Left or right

Align

Rotate labels

Starting at 0 use the slider to rotate your labels. Your label will turn clockwise 0 through 360.

Rotate Labels

Padding between nodes

Space out those nodes by using the slider 1-50. 1 being the closest and 50 being the farthest.

Padding between nodes

Node Size

Change the size of the node from 1-100. 1 being the smallest and 50 being the largest.

Node Size

Link Size

Change the size of the node from 1-5. 1 being the smallest and 5 being the largest.

Link Size

Node Opacity

Change the opacity of the node from 1-100. 1 having the most opacity and 100 having the least.

Link Opacity

Change the opacity of the link from 1-100. 1 having the most opacity and 100 having the least.

Node & Link Opacity

Other

Export your visualization as a SVG. This will open a prompt box explaining how to export.

Tutorial

Click on this link for a tutorial on how to use the Organization Chart

Ridgeline Plot

A Ridgeline plot (sometimes called Joyplot) shows the distribution of a numeric value for several groups. Distribution can be represented using histograms or density plots, all aligned to the same horizontal scale and presented with a slight overlap.

Ridgeline Plot in Tableau

Setting up your worksheet

For the best practice we recommend dropping all dimensions and measures on to the marks card. This will enable the best performance. See screenshot showing how our demo workbook has been set up.

Setting up your worksheet

Configure Screen

Select Data Sheet

Select the worksheet you want to retrieve data from. This worksheet will be the input for the visualization you pick in the next step. See setting up your worksheet to see the necessary components needed.

Customize Ridgeline Plot

Series

Choose the date series such as days or weeks that will be used in your view.

Category

Which category will be shown in the view? Use the dropdown to choose your dimension. These will be shown as rows displayed in your viz.

Measure

Use the dropdown to choose your measure. Example: SUM(Number of  records)

Tooltips

Format your link and node tooltip. Use the shortcodes as well as free text. You will see the list of available shortcodes you can use. How they are displayed in the box will be how you will see them in your tooltip.

Labels

Number format

Format your measure to a decimal or a percentage using the dropdown menu. Enter the amount of decimal spaces shown under ‘decimals’. Add a ‘Prefix’ and/or a ‘Suffix’ in the text boxes. A prefix will go before the word and the suffix after. A prefix for example could add a currency ‘$’ and a Suffix could add a ‘%’.

Display Units (Decimal only)

Within your data there could be large values. Here you can format using separators. Use the dropdown menu to display numerical units. Example: 6,744 – 6.74K. Use the tick box to include thousands separators. Example: 1234 – 1,234.

Font Size

Use the dropdown menu to change the size of the font from 50% – 150%. Changing the font size will affect all fonts within your Ridgeline Plot.

Font Family

Use the dropdown menu to change the font best to suit your dashboard.

Font Color

Clicking on the circle shapes will open the color palette. Nodes, Links and Headers can all be changed separately using their own palette.

Dashboard Actions

Dashboard actions are available within your Ridgeline Plot! Filter down on a dimension by clicking a node and see that interact instantly with your dashboard. It’s also possible to filter back from your tableau dashboard.

Dashboard Actions

Refresh

Warning! We are continuously looking to improve our solutions, clicking refresh will give you the latest release with all the new features. Your Ridgeline Plot will reset including color palette, measures and columns. 

Color

Click the ‘Use new color formatting’ checkbox to use the new color options. This will allow you to color your dimensions, individually. When not using the new color formatting option, the Mark Colors will be colored by sorting order. This will allow you to customise your dashboard greatly!

Background color

Use the circle to open the color palette to change the background colour of your Ridgeline Plot.

Color By

Colorize Borders

Change the color of the borders using color, black or white.

Select colors for dimensions: (New color formatting only)

Click on the color palette that’s alongside your chosen dimensions to choose their color. This will ensure that the set/dimension you choose always has the same coloring in the dashboard

Format

Kernal bandwidth

Use the slider to change the Kernal bandwidth. Changing the bandwidth changes the shape of the kernel: a lower bandwidth means only points very close to the current position are given any weight, which leads to the estimate looking squiggly; a higher bandwidth means a shallow kernel where distant points can contribute.

Kernal Bandwidth

Density Scale

Decide how sense you would like your scale to be by moving the slider. The peaks may not be seen as clear with low density, increasing the scale may help you.

Density Scale

Padding Top

The spikes in your Ridgeline Plot may be too large and will disappear off the top of your view. Change the padding using the slider to get the best fit.

Padding

Area Opacity

Use the slider to change the opacity. It’s likely many rows will overlap so get the best look using the slider to change the opacity. It’s possible to have full or no opacity.

Area Opacity

Border Width

Change the width of your borders using the slider. You may use this to have no border in your plot.

Border Width

Border Opacity

You may wish to have a strong border around your axis, change the opacity here using the slider.

Axis Opacity

The dimensions shown on your axis can have their opacity changed here by using the slider.

Border & Axis Opacity

Other

Export your visualization as a SVG. This will open a prompt box explaining how to export.

Tutorial

Click on this link for a tutorial on how to use the Ridgeline Plot

We love to make solutions and help Tableau users to do things more efficiently. If you have feedback, ideas, questions or need support, please make sure to share it with us! Also, don’t forget to follow us on social media for our latest news and updates.