With large or complex data
sources, you may have difficulties reviewing the detailed views. To see
these views more clearly, you can create an interactive dashboard to limit
the data shown. Using Tableau's interactive features, you can use one
overview worksheet to filter the customer-level detail of interest.
In the example below, you use Product
1 - Category, Product 2 - Sub-Category, and Customer Segment
to limit the detailed view.
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Create an overview worksheet
A simple and easy way to display
categorical outliers is by using a heat map.
Step 1
Connect to the Superstore
sample.
Step 2
Hold down the Ctrl key, and
select Product 1 - Category, Product 2 - Sub-Category, Customer
Segment, Sales, and Profit, and then click Show Me!.
Step 3
In the Show Me! dialog
box, select the Heat Map view, and then click OK.
The Show Me function creates a
heat map.
Step 4
Right-click one of the Customer
Segment labels at the top, and select Rotate Label so that the
labels display more clearly.
Step 5
Right-click the sheet tab,
select Rename Sheet, and type Heat Map.
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Create a detail worksheet
In this example, you can drill
into customer-based detail. One way to do this is to focus on the top 25
customers in sales.
Step 1
Select Edit > New
Worksheet.
Step 2
From the Dimensions pane,
drag Customer Name and Customer State onto the Rows
shelf of the new worksheet.
Step 3
From the Measures pane,
drag Sales onto the Columns shelf.
Step 4
On the Rows shelf,
right-click Customer Name and select Sort.
Step 5
In the Sort dialog box,
under Sort order, select Descending.
Step 6
Under Sort by, select Field;
keep the default settings of Sales and Sum.
Step 7
When finished, click OK.
Step 8
Right-click the sheet tab,
select Rename Sheet, and type Customer Details.
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Now you have a long bar chart of every customer of Superstore, along with
how much they have spent.
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Create the dashboard
Next, you create the dashboard
that filters the customer list to only the results you want.
Step 1
Select Edit > New
Dashboard.
Step 2
In the Dashboard pane,
double-click Heat Map, then drag Customer Details to the
right side of the dashboard and release when a thick black right border
appears.
The two worksheets are placed
side by side.
Step 3
Drag the Color Legend to
the bottom of the Heat Map so it is easy to read.
Step 4
Click the menu arrow on Heat
Map and select Use as Filter.
With this selection, the
Customer Details are filtered based on your selections in the Heat Map.
Step 5
Click any label on either axis
in the heat map to see the Customer Details view refresh to display
data about your selection
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Nice Blog
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