Tableau Essentials: Chart Types – Side-by-Side Circle View

Data

Tableau Essentials: Chart Types – Side-by-Side Circle View

Not everyone is a Tableau guru, at least not yet. To help Tableau rookies, we’re starting from square one with the Tableau Essentials blog series. The series is intended to be an easy-to-read reference on the basics of using Tableau Software, particularly Tableau Desktop. Since there are so many cool features to cover in Tableau, the series will include several different posts.

The side-by-side circle view is a variant of the circle view. The side-by-side circle allows you to add more measures to be compared next to each other for a richer analysis. To examine the side-by-side circle view, let’s take a hypothetical retail company and use our visualizations to conduct an analysis.

In the circle view below (Figure 1), we’re examining a company’s profit margin (%) by Region, color-coded by Customer Segment:

Profitability by Region & Customer Segment

Figure 1: Profitability by Region & Customer Segment.

Immediately, we see that the East is performing very badly and losing money. Let’s use our visualization skills to dig in and learn more about the potential profitability problem in those Eastern states. Let’s filter our view on only the East and expand the detail of the states.

Eastern region by State

Figure 2: Eastern region by State.

Still in a circle chart, now with a state-level view, we can see that the problem is particularly bad in Vermont and West Virginia for Consumer products. In truth, this hypothetical company is losing money in a lot of different customer segments across nearly all of these states. We are starting to pinpoint the problem, but there is still a bit more to learn.

Now, let’s make our circle view into a side-by-side circle view by breaking out the Customer Segment to our state-level detail. We’re going to add in our product category to see if it is a particular type of product that is losing so much money. For good measure, we’ll create the profit margin mark shape according to the product category (i.e. Ñˤ, etc) and color the marks based on overall profitability (red for loss, green for profit).

More detail

Figure 3: More detail.

The result in our new visualization is crystal clear (I hit the Swap button on the view from Figure 2 and added the Customer Segment field to the Column shelf to better display the labels). The ¤ shape, which represents the Tables product category, is losing money in nearly every customer segment and nearly every single state. For whatever reason, our hypothetical company is losing a lot of money selling tables. This is the type of actionable business insight that Tableau can deliver with only a few clicks.

You can see now how the side-by-side circle view can add a significant level of detail to a standard circle plot. I added color to my mark types and different shapes to make it easier and faster to read. In other words, my story is very clear and concise to the viewer of this visualization because of how I organized and formatted my chart. As you delve into more complex types of charts, formatting becomes more and more important to avoid clutter and data overload.

The side-by-side circle view is a clever way to add a lot of detail inside of a broader message. Figure 3 above has over 230 marks on the chart, but because of the organization of the view, the story is still quick and easy to discern and absorb.

Other Chart Types

Here is the complete list of chart types from the Show Me menu. Be sure to check back often as we continue to release new articles in each chart type in this sub-series.

Introduction

  1. Text Table (Crosstab)
  2. Heat Map
  3. Highlight Table
  4. Symbol Map
  5. Filled Map
  6. Pie Chart
  7. Horizontal Bar Chart
  8. Stacked Bar Chart
  9. Side-by-Side Bar Chart
  10. Treemap
  11. Circle View
  12. Side-by-Side Circle View
  13. Line Charts (Continuous & Discrete)
  14. Dual-Line Chart (Non-Synchronized)
  15. Area Charts (Continuous & Discrete)
  16. Scatter Plot
  17. Histogram
  18. Box-and-Whisker Plot
  19. Gantt Chart
  20. Bullet Graph
  21. Packed Bubbles

More Tableau Essentials

Want to learn more about Tableau? We have several posts outlining all of Tableau’s fantastic features. Check out the full list on our Tableau Essentials blog channel.

As always, let us know if you have any questions or comments about this post or Tableau in general. If you’re looking for personalized training or help with something bigger, contact us directly!

Contact Us

Want More Tableau Essentials

  1. Tableau Essentials: Chart Types – Introduction
  2. Tableau Essentials: Chart Types – The Text Table
  3. Tableau Essentials: Chart Types – Heat Map
  4. Tableau Essentials: Chart Types – Highlight Table
  5. Tableau Essentials: Chart Types – Symbol Map
  6. Tableau Essentials: Chart Types – Filled Map
  7. Tableau Essentials: Chart Types – Pie Chart
  8. Tableau Essentials: Chart Types – Horizontal Bar Chart
  9. Tableau Essentials: Chart Types – Stacked Bar Chart
  10. Tableau Essentials: Chart Types – Side-by-Side Bar Chart
  11. Tableau Essentials: Chart Types – Treemap
  12. Tableau Essentials: Chart Types – Circle View
  13. Tableau Essentials: Chart Types – Side-by-Side Circle View
  14. Tableau Essentials: Chart Types – Line Charts (Continuous & Discrete)
  15. Tableau Essentials: Chart Types – Dual-Line Chart (Non-Synchronized)
  16. Tableau Essentials: Chart Types – Area Charts (Continuous & Discrete)
  17. Tableau Essentials: Chart Types – Scatter Plot
  18. Tableau Essentials: Chart Types – Histogram
  19. Tableau Essentials: Chart Types – Box-and-Whisker Plot
  20. Tableau Essentials: Chart Types – Gantt Chart
  21. Tableau Essentials: Chart Types – Bullet Graph
  22. Tableau Essentials: Chart Types – Packed Bubbles
  23. Tableau Essentials: Formatting Tips – Introduction
  24. Tableau Essentials: Formatting Tips – Custom Shapes
  25. Tableau Essentials: Formatting Tips – Labels
  26. Tableau Essentials: Formatting Tips – Color
  27. Tableau Essentials: Formatting Tips – Tooltips
  28. Tableau Essentials: Formatting Tips – Maps
  29. Tableau Essentials: Calculated Fields – Introduction
  30. Tableau Essentials: Calculated Fields – Logical Functions
  31. Tableau Essentials: Calculated Fields – Number Functions
  32. Tableau Essentials: Calculated Fields – Date Functions
  33. Tableau Essentials: Calculated Fields – String Functions
  34. Tableau Essentials: Calculated Fields – Type Conversion
  35. Tableau Essentials: Calculated Fields – Aggregate Functions
  36. Tableau Essentials: Calculated Fields – User Functions

More About the Author

Carly Capitula

Principal / Enablement Practice Lead
A Quick Recap of the 2017 DRIVE/ Conference Last week, some of the InterWorks team dropped by Seattle, WA for DRIVE/ 2017 – a conference for professionals in fundraising and ...
Tableau Viz Showcase by Industry: K-12 Education “Data-driving decision making” is a phrase heard in several industries, perhaps none more so than in education. In such a scrutinized ...

See more from this author →

Subscribe to our newsletter

  • I understand that InterWorks will use the data provided for the purpose of communication and the administration my request. InterWorks will never disclose or sell any personal data except where required to do so by law. Finally, I understand that future communications related topics and events may be sent from InterWorks, but I can opt-out at any time.
  • This field is for validation purposes and should be left unchanged.

InterWorks uses cookies to allow us to better understand how the site is used. By continuing to use this site, you consent to this policy. Review Policy OK