In Tableau Desktop, many people want the ability to synchronize multiple marks and have the ability to automatically adjust the dashboard. Unfortunately, more often than not, the adjustment to the dashboard size causes issues with the formatting and alignment of multiple worksheets. The ability to place multiple marks in not only the same dashboard but the same worksheet allows for a far more adjustable size. Having multiple marks for separate measures also allows for Tableau’s built-in highlight feature on the rows selected; you can select the category and it will highlight all marks relating to the selected category.
- Connect to Sample – Superstore – English (Extract) from your saved data sources, all licenses of Tableau Desktop come with this sample data.
- Create 3 calculated fields:
- Right click on Spacer and set the default number format to minimum
- Default Properties > Aggregation > Minimum
- Start building the view by bringing out the following:
- Right click on the instance of SUM(Sales) and run the “Difference” Quick table calculation
- Quick Table Calculation > Difference
- Show Data in Default Position
Adjusting the Marks
- Set the marks cards as following:
- Change the color of the Profit Ratio KPI Legend to Red, Yellow, Green.
- Adjust the cell size by using shortcut Ctrl+Shift+B or using the Format drop down menu.
- Format > Cell Size > Bigger
- Right click on the SUM(Sales) Difference Axis and uncheck “Show Header.”
- Right click on the SUM(Sales) Axis under the Gantt Bar on the right and add a reference line with the following settings:
- Set the Gantt Bar Color to 0% Transparent
- Right click in the view and set the Grid Lines and Zero Lines no “None”
- Finish Up by changing the axis on the bottom of the stoplights to say “Achievement Indicator” instead of “Spacer” and set tick marks to none
- Change the name of the Profit Column to “Profit” and remove tick marks.
The reason that this trick is particularly useful in Tableau is that it unlocks far more potential for what would normally be a dashboard view to dynamically change with different screen sizes. This view also allows you to select one row, or category in this instance, and have it highlight across the category name, stoplight, sparkline, profit text, and sales bar.
Thank you for reading and happy analyzing!
Posted by Brian Pohl