Here’s how my view looks after adding a reference distribution at percentages of -30,-25,-20,-15,-10,-5,0,5,10,15,20,25,30,35,40,45,50,55,60,65,70,75,80,85,90,95 for the WINDOW_MAX(SUM()).įrom here, there are two critical formatting updates we need to make to finalize our unit chart built with a continuous measure. Before you close the reference line dialog box, make sure you turn off the labels by changing the option under the Labels dropdown to “None”. One option is to hardcode a constant value to take percentages of, but for better results, I am going to draw lines at the percentages of the WINDOW_MAX table calculation I just added to the Detail Marks Card.Īlso, instead of the default lines at 60% and 80% of the highest profit value in the view, I’m going to update those to increments of five percentage points. The default distribution is 60% and 80% of the average measure on the view – the default for bullet graphs – but this can be changed under the “Percent of:” options. To add a reference distribution, right-click on the continuous axis and choose “Add Reference Line” then choose Distribution at the top. This adds the value to the Detail Marks Shelf so it can be used in a reference line.Īn Introduction to Tableau Table Calculations To do so, double-click any blank space on the Marks Shelf and type WINDOW_MAX(SUM()) and hit the Enter key. Fortunately, you don’t have to add all of these reference lines individually because one of the reference line options is called Distribution, which allows you to draw lines at percentages of a number.īefore we do that, so that our reference distribution is dynamic and will work if the view is filtered, I’m going to add a table calculation to the Marks Shelf that computes the WINDOW_MAX of SUM() (i.e the highest value in the view). The trick for “stacking” equal-sized units when we don’t have a dimension to create equal-sized units, such as Order ID, is to add reference lines at equal-sized increments. Here’s how my view looks after taking the third approach and updating the colors to be in-brand: Double-click in any blank space on the Marks Shelf, type the formula SUM() > 0 then drag that field onto the Color Marks Card.Create a calculated field with the formula SUM() > 0 and place the field onto the Color Marks Card.Place the SUM() field onto the Color Marks Card and update the diverging color palette to have two stepped colors. Optionally, there are at least three ways to color the bars by whether the profit values are positive or negative: In my example, I’ve placed the sum of Profit measure from the Sample – Superstore dataset onto the Columns Shelf and broke the value down by the Sub-Category dimension. I’ll also share a trick to take this a step further and have multiple colors in both a positive and negative direction to identify outliers and add even more design polish to this chart type.įirst, make a bar chart. Since this is not the case with any continuous value that you are summing up, such as Sales, your ability to make unit charts is limited – except we’ve got a hack for that! I’ve shown you before how to make unit charts in Tableau (and explained their pros and cons), but this post shows you how to make unit charts even when your values are continuous and you don’t have a field to create equal-sized units.Ī Trick for Making Units Charts in Tableau with Any Measureīy the end of this post, you will be able to make a unit chart in Tableau out of a continuous measure with an aggregation of sum. One drawback to this option in Tableau is that your dataset must contain a dimension to create equal-sized values, such as Order ID, in order to stack the values to create a unit chart. Unit charts – or stacked bar charts made up of equal-sized marks – take the benefits of the bar chart and add a practical design aesthetic by showing the makeup of each bar.
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