#WOW2021 W44: Can You Show the Top and Bottom Profit Performers for the Selected Time Period?

Tableau, Workout Wednesday / By

Introduction

To round out my beginner #WOW2021 series and as a nod to the most wonderful time of the year (#TC…duh), I wanted to re-imagine a couple of blasts from the Tableau Conference past…so while no points for originality here, my hope is that the principles of these tricks of the trade will help reduce the need for so many clunky dropdown menus by leveraging user-led interactivity AND to show the top/the middle/the bottom all in the same view and not force your readers to mentally piece together the labels with the marks.

Hints: Shout out to Lorna Brown (and Ann Jackson) for their phenomenal Speed Tipping session for #TC19 (I think) where she showed that measure names are more than just a pretty face as a field. Shout out to Luke Stanke for his #TC18 or #TC19 session with Jeffrey Shaffer (another phenomenal TC session) showing that the Tableau can be bent to whatever his will is and users can have alllllll of the context without sacrificing precious real estate. All of these amazing sessions are posted on YouTube and so good!

Click to open in Tableau Public

Requirements

  • Dashboard Size: 700px by 800 px
  • # of Sheets – 2
  • Create a BAN chart that displays the profit for the month (based on max month in the data set), the quarter, the year
  • Create a horizontal bar chart Profit by Sub-category that changes whenever a user selects a time period BAN above 
  • Color of the sub-category should be determined by whether the it is top, bottom, or “everyone else” performer based on the selected period’s profit
  • Anchor to the max date in the data set (12/30/2021)
  • Match formatting, no tooltips, and bar labels must “hug” the bar (as shown)

Dataset

This week uses the superstore dataset for Tableau 2021.1. You can get it here at data.world

Attribute

When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.  Also include the hashtag #WOW2021 in your description to make it searchable!

Share

After you finish your workout, share on Twitter using the hashtag #WOW2021 and tag @AnnUJackson, @ItsCandraM, @LukeStanke, @_Lorna_Brown and @HipsterVizNinja

Solution

Interactive

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