Mastering The Donut Chart In Tableau: A Complete Information

Mastering the Donut Chart in Tableau: A Complete Information

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Mastering the Donut Chart in Tableau: A Complete Information

Donut charts, a visually interesting variation of pie charts, are glorious for showcasing proportional information throughout completely different classes. Their potential to show a central label or worth provides a layer of knowledge not available in a normal pie chart, making them notably helpful for highlighting key efficiency indicators (KPIs) or comparisons inside a dataset. Whereas Tableau would not supply a devoted "donut chart" possibility, creating one is surprisingly simple utilizing a mixture of strategies. This text will information you thru a number of strategies, catering to varied ranges of Tableau experience, and discover greatest practices for creating efficient and informative donut charts.

Methodology 1: The Twin Axis Strategy – The Traditional Methodology

That is the commonest and arguably essentially the most versatile methodology for creating donut charts in Tableau. It leverages the ability of twin axes to overlay a circle representing the entire onto a pie chart, creating the attribute donut form.

Step 1: Making ready Your Knowledge

Guarantee your information is correctly structured. You may want no less than one dimension (class) and one measure (worth) subject. For instance, when you’re analyzing gross sales by product class, "Product Class" could be your dimension and "Gross sales" your measure.

Step 2: Creating the Pie Chart

• Drag your dimension subject to the "Columns" shelf and your measure subject to the "Rows" shelf.
• Proper-click in your measure within the "Rows" shelf and choose "Measure" -> "Sum" (or the suitable aggregation). It will sum the values for every class.
• From the "Marks" card, change the "Mark" kind to "Pie". You now have a primary pie chart.

Step 3: Creating the Internal Circle (The Donut Gap)

• Duplicate your measure subject and drag it to the "Rows" shelf once more. It will create a twin axis.
• Synchronize the axes by right-clicking on the axis of the second measure and choosing "Synchronize Axis". This ensures each charts are aligned.
• Change the mark kind of the second measure to "Circle".
• Alter the scale of the interior circle. Proper-click on the circle and choose "Edit Dimension". You may must experiment with the scale till it creates the specified donut impact. A hard and fast worth, calculated subject, or parameter can be utilized to regulate the scale. A typical method is to make use of a calculated subject like MIN([Measure]) * 0.5 to set the scale relative to the smallest information level.

Step 4: Enhancing the Visualization

• Labeling: Add labels to show the share or worth for every phase. Click on on the pie chart, go to "Label" within the "Marks" card, and choose "Label". You possibly can customise the label’s textual content to indicate percentages or values utilizing calculated fields.
• Coloring: Select applicable colours to your segments to enhance readability and visible attraction.
• Tooltips: Customise tooltips to supply extra data on hover.
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