Tableau Tutorial -Improved Tables - KPIs, Conditional Formatting, Sparklines (Step-by-Step Tutorial)
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- Опубліковано 21 лип 2024
- We can improve our text tables by incorporating some visual elements like KPIs, conditional formatting for text color and background, and sparklines. This video walks through 5 common strategies, as well as a number of tips and tricks to enhance tables.
This video uses the Sample Superstore data set, and includes a step-by-step end-to-end tutorial to create a table with:
- embedded bar graph and KPI
- conditionally formatted text color
- conditionally formatted background color
- sparkline
Sections:
0:00 - Intro
1:12 - Simple Text Table in Tableau
2:10 - What we will create (tutorial goal)
3:35 - Strategy #1: Single Measure with Simple KPI - circle
6:04 - Strategy #1: Single Measure with Simple KPI - up and down arrow
9:22 - Important Tip: Axis and Gantt
13:49 - Strategy #2: Conditional Formatting - Text
17:09 - Strategy #2: Conditional Formatting - Background Color
22:52 - Important Tip: Transparent Color
24:12 - Stratagy #3: Embedded Bar with KPI
27:08 - Strategy #4: Sparkline
29:11 - Strategy #5: Putting it all together
35:04 - Pros and Cons
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Started learning Tableau a few weeks ago, watched countless hours of training videos on youtube and read countless tutorials and I can confidently say that when it comes to Tableau, your videos are by far the best, easily. Thank you for the great content!
Thank you Aa! Happy to hear you found the videos helpful! :) And thank you for the very kind comments - much appreciated!
May I add that you have a very good command of language and you articulate hard concepts very easily. Listening to you is fun and as a learner that helps immensely. I didn't hesitate to subscribe. Very good learning videos you have!
I'll jump in and also agree. I've learned so much in the last few days watching your videos.
I've been watching your video for 2 weeks now, and already I've made an impact at work. Thank you so much for taking the time to produce such excellent content.
Great follow along video. Really helpful. Please do more such videos especially for beginners in Tableau to show case a portfolio of visualizations. Much appreciated!
Best Tableau Tutorial Channel on UA-cam - thank you! :)
Another thorough treatment of a complex feature set. Great job.
Thank you Derek! 🙂☀
Amazing work Donabel! Thank you for all the videos
Thank you Afrah!
Huge respect!!Outstanding videos.learning a lot from you.please keep posting more
Thank you! :)🙏🙂
Your videos are just brilliant! This one takes the table development to the next level :) Thank you!
Thank you Jakub! :)
the best tableau tutorial channel i have ever seen!!!!!!!!!!!!!!!!!!
Aww, I am glad you found the video helpful Charis, thank you for your note! :)
Great video. I learned a lot! Your way of explaining and your pace makes it very easy to follow. Thank you!!
Thank you Adriana! Glad to hear you found it helpful :)
I appreciate your work from all my heart. Thank you.
Your are a awesome teacher ! As always learnt new features in this video as well ! still practicing it to get hold of it ! Please continue your good work !
Thank you so much for your comments Jayasree! Always appreciate the notes you leave in the videos. Happy to hear the videos are providing something new 🙏🙂 Take care, and any feedback and suggestions are always appreciated!
Appreciate the nice and simple way of explaining the every aspect for creating such good visuals which keeps our interest alive. Thanks a lot and waiting for many more wonderful tutorials in future.
Thank you Viraj!
Most amazing tutorial i seen so far.
Thanks for your great work! Your videos are very organized and clear. Easy to understand and really learnt useful techniques.
Thank you Winnie!
Its really nice to see how you make complex things look so simple, thankyou so much for sharing the knowledge
Thank you for your kind note!
i learn so much watching your videos, you're awesome, thank you
You never ever disappoint, thank you for this.
Thank you Karl! Im happy if even there's a tiny tip anyone finds helpful 🙂
You are really good at what you are doing! I have used the Tableau for sometime but still learned "why" clearly from your elaboration. Excellent work, keep it on!!!
Thank you for your kind comment Clara, and so happy that you were still able to find value in the video 🙏🙂
Thank you sqlbelle. Another amazing video. Learnt a lot.
Thank you Michal! Happy to hear that 🙏🙂
Excellent scenarios you have explained. Some times your videos are life savers ☺️. Please keep sharing knowledge. Many Thanks.
Thank you so much Vasu!
Awesome video! Great job! Learned so much! Thanks!
Thank you Dmytro! Glad you found the video helpful!
This was a great video learned so much in the 30+ mins only wished I had come across it sooner and could have saved me a lot of time and headache. hahaha
OMG! This is awesome, thank you so much for sharing.
Glad you found it useful, César!😀
Amazing! Your videos are the best on youtube!
Thank you so much for your very kind feedback, Dennis. Glad you are finding them helpful!
Great tutorial. Thanks!
Thank you so much this amazing video!! You're wonderful!! I have been try to implement conditional color formatting of background cells with up and down arrow, finally bcz of this video I could implement that. :) :)
Thank you for your comment, Midhi! Glad to hear you found the video helpful.
Thanks a lot, fantastic video to improve Tableau text tables and make them more powerfull
Thank you Geraud!
Thank you. Your Dashboard videos are very helpful.
Glad to hear, thank you for sharing David!
I think your videos are THE BEST for tableau. Any trick, concept can be understood here. Thankyou Ma'am
Thank you Anshika ❤
I really love your passion, I am learning your teaching style and subject thank you so much for time and video
Thank you Vinay! 🙂🙏 I appreciate the note. Some topics can be more challenging to put together (it's hard to figure out what flow could work). I am always happy to hear if you're finding them helpful and logical!
No one can teach Tableau better than you do.
Thank you Pushkar ❤
Great way of explaintion... thankful for such a great vizdeo! 👍love it!
Thank you H M!
So cool! Very useful! Thank you 🦋
Thank you Alicia! Glad you found it useful!
This was an amazing guide!
Awesome tutorials. A lot of usefuls tips and tricks.
Thank you Jose-Alberto!
Thank you another informative video!📈
Thank you Kamran!
Huge respect for you mam👏 You are doing a wonderful job and it really helps us in our daily work. You are fantastic 👍 Thank You Guru 😊😊
Thank you for your kind note, Sagar. I am happy to hear you are finding the videos helpful! Thank you for your support!
I sat the just launched Tableau Certified DA exam by watching your tutorials and felt great. I find myself keep going back to learn from this amazing channel. Your channel deserves more people to know. Thank you so much Donabel!!!
That's so great to know, Phuong. Thank you so much for sharing - I appreciate your comment and support. I am happy to hear the videos were helpful in your certification :)
Hi sqlbelle, big thumbs up from me, this is the 1st video that I have on you demonstrating Tableau and I am very impressed learnt alot and always woundered how you can get a sparkline into what looks like a table but is in fact a dashboard made up of the various tables but looks all in one, will be coming back for more content on Tableau. Personally been using Tableau for 8 months now. Regards Andrew
Thank you for sharing Andrew! Glad to hear you found the video helpful :) .. There are also ways to make the sparklines in the same worksheet, but those tend to get a lot more complicated with more workarounds/calculated fields. I personally tend to just use the dashboard way because I find them more maintainable.
Fantastic job Donabel! You never fail to impress with your command on Tableau! I learnt a lot of new and neat tricks that are going to be so useful! Thanks a lot, keep up the amazing work! 😊👍
Vijay, you never fail to put a smile on my face. Thank you so much for your very thoughtful comments. I am very happy to hear that you are finding new tricks in the videos. Very much appreciate your time and support!🙂🙏
@@sqlbelle I am so glad to know that I bring a smile to you! This is always the best feeling with anyone! 😊
@vijayarjunwadkar please data science,sql ke best channel recommen madi please
Data science,sql, best UA-cam channels recommend for freshers ke madi 🙏
Can't wait to see your new videos. ❤️
Thank you Nicko! I am preparing the next one, hopefully you will find it helpful :)
Curious to know about your next video can’t wait.what is it that we are going to learn next?
Thanks for your video
Respect 👍🏻
Thank you Mohammed!
Amazing video as always! thank you ! However could you add more information about how you created the parameters?
Thanks alot, Plz keep up the good work !!!c
Thank you Neel!
This is really awesome. I was looking for this from so long. The only edit I would suggest is keeping the header at top by using dual axis option. Tableau sometimes really complicate simple things
Thank you Kinnari!
Have started learning Tableau very recently & amongst the videos available on youtube, your videos are far superior in the content, flow & examples used in the demo. May I request you to help me understand, how did you setup the Discount Threshold Parameter & calculated field ? as I was trying to do that, however, I was not able to. Thanks.
That's just amazing learned again something new thanks ❤️ mam ur vidoes are really great 👏👏👏👏👏
Thank you, as always, for your comments, support and encouragement Peter! Much appreciated! Glad there's something new for you in teh video!🙏🙂
Your teaching method is very unique and useful 🙏🙂..keep sharing.
Thank you Raghvendra, appreciate your kind note!🙏🙂
I am relatively new to Tableau. On one hand, the manipulation to set up the final "summary" table seems at first an enormous and daunting effort. But the creativity is impressive!
Thanks Jenny! There are things that are really easy to do, and some that are trickier to do. Overall I hope you'll enjoy working with Tableau. I really enjoy working with it, quirks and all :)
Tableau is a good tool, but you make it beautiful and so amazing. I always refer people to your videos because they are well explained and just awesome. Thank you very much for the effort you put to help us. One question though, I tried to alter my Preferences using NotePad++, but I wasnt successful. Is there another way one can add Transparent to the color pallatte?
thank you for the great video ! you are amazing !
Thank you Avi
this was awesome journey. Thx
Thank you Nadeem!
giving knowledge is giving food to life time
Thank you Pardhasaradhi!
You're so awesome. I have absorbed so much from this video :D :D Thkssssssss
Thank you Dang! So happy to hear you found the video helpful!
This was such a great video , thanks a ton for the effort belle !
If you can provide step by step guide for a bit complex viz it would help us a lot. Thanks again.
Thank you Abhinav! I have a few planned that may be helpful. What kind of more complex vizzes are you thinking of? Would appreciate your suggestion!
@@sqlbelle First of all I loved this video so much that even when I'm enrolled to 2 udemy courses, this has taught me way more. I would love to enroll if you have any online course.
Coming back to the question, if you can walk us through any of your makeover Mondays like on how you think what viz. you chose for a certain data and how you customize your overall dashboard(like all the tweaks from scratch).
That would help a lot.
Thanks for the great instruction - really like your teaching style - say, I noticed that the Gantt bar walkthrough does not display format options in my Tableau Server work environment - do you have a workaround for us Tableau Server users? I think that walkthrough only works on the Desktop version. thanks
You are one of the kinds and even though these videos aren't having million views. Their quality is priceless.
Thank you so much for sharing your knowledge with us all .
My humble request is the video of how you learnt and all this complicated stuff in Tableau ☺
Thank you for your kind note Ahabwe, happy to hear you are finding the videos helpful. Thank you as well for the suggestion - I'll definitely try to create a video just sharing my journey learning Tableau.
@@sqlbelle Hi. It could be a great idea. Why? You can create a simple ( or not ;)) routmap, how to learn wisely to cover all functions.
Love it.
Thank you hmesen43
Great tutorial !! Many thanks!!
Thank you Vlad!
@@sqlbelle On the same topic, any chance you could cover conditional formatting of sub totals based on another dimenssion? :D I have a speciffic scenario and I can provide the details, should you be interested/intriqued, haha!
@@silent-ghost Always interested in suggestions, please feel free to let me know some additional details. Overall though it could get tricky. On top of my head I am thinking you will need to create (yet) another calculated field. The out-of-the-box subtotals can't be dynamically/conditionally formatted, at least not that I am aware of. What I've had to do in the past is create another measure, or even possibly go back to the data source and have it calculated there with a different tag. This allows for easier conditional formatting within Tableau.
Hi Ma'am
The videos are very informative and to the point .Detailed explanation of the concept with implementation is the USP of the videos.Great work!!!
Please provide a video containing sample question for the preparation of Desktop Specialist Exam.
Thank you for your kind comment, Vivek. I do have a playlist for the certification exams, although these ones are using the official guides for now. I have yet to create additional videos using different questions and data sets: ua-cam.com/play/PLkZ_g9Y7eszJAm-ZbUT7jnldrl-uF-bWe.html
THANK YOU SO MUCH!
You're welcome Neutrino! Hope you found some new tips and tricks in this video 😀
Thanks for the informative tutorial. I have one question, what if the table is huge enough and we need a vertical scroll bar. Is it possible that we can synchronise all the different tables together and scroll through it using only one scroll bar? Thank you.
Hi Belle! Thanks for your amazing lessons! IS It possible to have a background not fully transparent? Just 60% for example?Just chance opacity? I tried to get It at my preference.tps, but not works, Just 100% transparent works. Thanks in advance for your help!🙏❤️
Can you make a video for the same/similar text table that has many rows and needs scrolling? How can we synchronize the scrolling between long tables?
You video is very helpful
Thank you Banty!
Nice Video, just wanted to understand if the data is a bit large to adjust in the entire view which may lead to a scroll bar(generally the case with the data table), this may go out of sync
THANK YOU!!
Thank you for your comment and continuous support, Abderrahim. Much appreciated!
How do we add conditional formatting to row totals / averages if they go above a threshold value
Hi Belle thanks for the good tips and techniques, I am myself a tableau developer working for a big firm, One thing which I observed in most of the other tutorial channels is that they only start and end with beginner level information, which is not sufficient to excel with real time scenarios, You are doing doing a right thing by teaching us some advance concepts which is really helpful for me as an experience folk (eg: Trellis chart), My request is Please can you touch upon 1). Performance tuning and optimization 2). Data scaffolding 3). advance tricks and techniques 4). Advanced charts ( eg : sanky, sunburst) 5). SSO integration and data security based on user. I am really amazed to see your approach with crisp and clear explanation. I wonder how much preparation you go through before making an actual video Keep up the good work !!!
Hello Pradeep - thank you so so much for all the comments and suggestions you have shared. I appreciate them very much, and I absolutely will consider your suggestions - they are all great :) I am happy you are finding the videos helpful, and I appreciate your time providing your feedback and kind comments.
Guru of Tableau 🙂
Thank you Fahad. Not a guru, but I appreciate the kind note :) I still have lots to learn.
In case of number of rows that go beyond the limit to be displayed on a page, how to do vertical scrolling in sync?
Salamat po ng marami Ma'am. Ang galing mo magturo! Mabilis pero malinaw. Nakakachallenge!
Ganda din po ng modulation ng boses. Galing!
Maraming salamat sa comment Edwin! :) Nakakatuwang marinig na nakatulong yung video. Salamat sa suporta!
Great Video!! When I try Strategy #2: Conditional Formatting - Text, my number value is percentage and when I try to assign color to the triangle shape it defaults to a gradient color vs just one specific color.
Ah - what this means is there is a range of numbers in that pill you placed. You can add a step to the color legend so that you're controlling the number of colors that are being shown. Hope this helps!
do you have a video on how you do the scrolling?
This is a great resource! Is there a way to include the total of the KPI with an up or down arrow? I get it to work without total/ grand totals, but hoping totals/grand totals can be included
Thank you - I don't think we can do it "out of the box" but we can technically create another calculated field with the totals, and derive the up/down arrow from there.
How can I add dynamic up and down arrows for only my row totals not to the other columns in the table?
How did you calculate the Sales threshold , discount threshold and profit threshold parameter?
i need parameter creation box for the Discount Threshold mam, is it integer? if that so, how to make them into 20%, because when I input "20" in current value and change default properties>change format and choose percentage, it showing 200%
Thanks a lot.Its a wonderful Video.One quesstion how to give a name for a formatted column with Gantt bar with the UP and Down Character.
Thank you for your comment Padma. For your question, do you mean the overall heading? Since we are using ouw own "axis" we may need to resort to using the dashboard and use either text or another worksheet. Is this what you were referring to?
What the reason you choose the trheshold?
Hi Sqlbelle.. the video was very helpful as I was struggling with coloring selected columns in the table. However I do have a question.. in the dashboard if we are bringing together tables from different sheets and hiding the headers from all except first table if the user sorts the sub-category then the sales will be sorted however the rest will remain the same right?
Thanks Saumya - yes, by default that's how it's going to behave. There are ways to "synch" the different sheets, perhaps by using parameter actions, but currently it isn't straightforward.
Exceptional! addressed one of the common ask from business. If I may ask, can we have > < and = condition for only sales column?
Thank you Amitesh. What do you mean by having > < and = condition? You should be apply to apply any logic to fields you use in the KPIs.
This is a great topic! Thank you for doing this video. Can you create a hex custom map video? I got one of these tableau map tableau file with a custom map in there. But I can not get the custom map file from data source from that table file. Is there a way to get a custom map from from the other tableau file?
Thank you for the suggestion Rita. I will definitely consider creating a tutorial on hex maps.
Great videos mam...just want to understand how to show different KPIs in one sheet and column having MTD, YTD, FTD and KPIs in rows... Thanks
Thank you Rohit! Hope you found the video helpful. You can use the same strategies mentioned in this video to display MTD, YTD etc.
Hi Mam,
Having issues with discount parameters as it not set on 20% threshold
Pls help for the same
hi mam! how to create threshold parameters in begining ? !thanks
Is there a way to sync the scrolling on all 3 of the worksheets?
Thanks Max. Not out of the box. I think I have seen a sample in Tableau public, and if I remember correctly it uses a parameter action?
This is sooooo interesting and helping ! Thank you so much.
My question : Can we still display the TOTAL for each measure, on the TOP of the table ?
It is possible, but may not be as straightforward depending on how you want to display it?
@@sqlbelle Thanks for your answer, I finally changed the type of visual to best suit my needs.
I do not see Preferences.tps file in Tableau Public to add code. Is there are work around?
I am not sure if there is a workaround. I did see your next comment, and glad to hear it's working now.
Hi belle, can you pls let me know how can we convert cursor arrow ro hand symbol when we hover over a nagivation button
Thank you Ram. That's a great question. I am not sure if we can force it to change to hand symbol natively. I don't think I explored this enough though.
is it possible get first row data font is of size 24 (subject ), second row is 18(sub subject) and third row is 12(subject detail) and repeat the same pattern
Hi Arins - I am not sure this could be done easily in Tableau. I suspect it will take some manipulation and perhaps even multiple sheets to make this work. I haven't tried this one before...
Wonderful Video. I have one question if anybody can solve it.
I changed the aggregation of the discount field to average and created a discount threshold parameter. There is something wrong with my parameter it is not showing percentage properly to compare with the discount field. Can you please provide the screenshot of your parameter creation dialog box to check what is wrong with mine.
Due to this @ - Strategy #2: Conditional Formatting - Background Color is not working properly
Are you able to share your workbook in Tableau Public?
If what you're seeing is zeroes, you can look at the formatting option and select percentage.
When i open it with Notepad, i see below
I modified it to below
#FFFFFF00
Transparent palatte is not available in Tableau, can you please advise where I am going wrong ? thanks !
So sorry for not responding sooner.. please try to restart Tableau and see if it shows up? Sometimes if it's a new change, it may not be picked up right away. Please let me know how it goes.
how to create parameters? that sales threshold profit threshold? any links?
Thank you in advance
Thank you Lavanya, I have a tutorial on parameters as well: ua-cam.com/video/0Uar_D57QhU/v-deo.html
Ignore my previous post. I saw the preferences file but code is not working.
Glad to hear it's now resolved. Were you able to figure out why the code wasn't working?
Hello mam,
How can we connect with you if we need more support .
U are really helping us by giving such
Knowledge in it.
Hello fareerunisa - please feel free to connect in Linkedin :)
Discount Threshold is set as "String", "Integer" or "Float"? its not working with calc "Discount Threshold - Above or Below". Please reply to complete video follow through. THX
Thanks Nadeem. This "Discount Threshold" is based on the Discount field. If you right click discount you will see it is a float. In the video you will also see a number symbol right beside the "Discount Threshold" parameter.
Hope this helps.
@@sqlbelle Thx. Working now.
Dear All,
I have one query plese give me suggestion how to do
i have data like this below,
Period Q1FY2020 Q2FY2020 Q3FY2020 Q4FY2020
Oct-Dec Forecast Forecast Forecast Forecast
Jan-Mar Actual Forecast Forecast Forecast
Apr-Jun Actual Actual Forecast Forecast
Jul-Sep Actual Actual Actual Actual
How to do Dynamically in tableau Please let me know
Hello Sandeep - I am afraid I was not able to see your full comment/details. Would you please be able to re-paste and I am happy to provide any insight or feedback?