Creating Customized Legends in Tableau

Data

Creating Customized Legends in Tableau

Create a legend. Show a legend. Be a legend.

Tableau developers love a succinct workaround, especially when that workaround is more flexible, more intuitive and just as robust as the out-of-the-box functionality. As a Tableau trainer, I get asked a lot of questions about legends and quick filters, mainly around limitations in their behaviour. “Can I use my legend to filter?” “Can I add a reference line to my legend?” This post will cover a quick and easy method for creating your own legend as a worksheet.

customizing legends in Tableau

Tableau gives you three options for legends:

  • Discrete: a list of applicable values, each assigned a colour
  • Continuous: a sliding scale from one numerical value to another
  • Stepped: a continuous scale, batched into categories

These are automatically created and quick to add to the worksheet. The discrete option also highlights marks on click by default, but what if we want to use it as a filter or lay it out differently?

Forging Your Legend

customizing legends in Tableau

RAG (red, amber, green) is commonly used to show the bad-to-good scale. Colour-blindness should be considered here, though, with Tableau opting to avoid alienating 7% of men and 0.5% of women by going with a blue and orange default scale instead.

In my example, I’m using a basic KPI dashboard, showing the result as a colour. “How are we doing now?” is the most important question a KPI chart must answer, and bold colours are a sensible way to encode this information.

Step 1: To create mine, I used a simple and common trick. First, I added an ad hoc field to columns with AVG(1) as the calculation. This will return the average of 1 for all rows in the underlying data and therefore will always draw a bar starting at zero (0) and ending at 1.

Step 2: We want to aggregate for each of our colours, so I dragged the RAG field (which defines my result per month) to the colour card:

customizing legends in Tableau

Step 3: I then manually sorted the marks into the right order by clicking and dragging in the RAG legend on the right.

Step 4: Add a constant line by clicking on the AVG(1) axis and clicking Add Reference Line. This line should ideally match your charts on your dashboard. Sprinkle on some Fill Above and Fill Below the line to add extra flavour:

customizing legends in Tableau

Step 5: Now to tidy up. Hide the AVG(1) header, remove column gridlines if visible, and add annotations by right-clicking in space and clicking Annotate > Area

Building Legends as a Worksheet

This can now be used to filter and highlight your dashboard using dashboard actions. It also has a tooltip that could be used to hide away further instruction on how the dashboard should be read. By building legends as a worksheet, we control the functionality we offer to the user.

I’m sure there are hundreds of neat tricks to build off the back of this, so show me your mods!

More About the Author

Max Giegerich

Analytics Consultant
Creating Customized Legends in Tableau Create a legend. Show a legend. Be a legend. Tableau developers love a succinct workaround, especially when that workaround is more ...
Dashboard Design Comparison: Tableau Desktop vs. Microsoft Power BI The objective of this comparison exercise was to rebuild the Overview dashboard from the Tableau – Superstore sample dashboard in both ...

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

×

Interworks GmbH
Ratinger Straße 9
40213 Düsseldorf
Germany
Geschäftsführer: Mel Stephenson

Kontaktaufnahme: markus@interworks.eu
Telefon: +49 (0)211 5408 5301

Amtsgericht Düsseldorf HRB 79752
UstldNr: DE 313 353 072