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    Tableau Sankey Chart 90

    Uploaded by

    Giri Raj
    This document provides a 15 step process for creating a Sankey diagram in Tableau. It begins by introducing Sankey charts and their purpose in visualizing flows between categories. It then outlines each step to build the chart, which includes creating calculated fields for rankings, curves, sizes, and pads. Key steps involve dragging dimensions to the row, column, color and size shelves to structure the flows. The process ends by adding single bar charts for context and actions to highlight the Sankey chart on hover.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Tableau Sankey Chart 90

    Uploaded by

    Giri Raj
    40 views8 pages
    This document provides a 15 step process for creating a Sankey diagram in Tableau. It begins by introducing Sankey charts and their purpose in visualizing flows between categories. It then outlines each step to build the chart, which includes creating calculated fields for rankings, curves, sizes, and pads. Key steps involve dragging dimensions to the row, column, color and size shelves to structure the flows. The process ends by adding single bar charts for context and actions to highlight the Sankey chart on hover.

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    This document provides a 15 step process for creating a Sankey diagram in Tableau. It begins by introducing Sankey charts and their purpose in visualizing flows between categories. It then outlines each step to build the chart, which includes creating calculated fields for rankings, curves, sizes, and pads. Key steps involve dragging dimensions to the row, column, color and size shelves to structure the flows. The process ends by adding single bar charts for context and actions to highlight the Sankey chart on hover.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    40 views8 pages

    Tableau Sankey Chart 90

    Uploaded by

    Giri Raj
    This document provides a 15 step process for creating a Sankey diagram in Tableau. It begins by introducing Sankey charts and their purpose in visualizing flows between categories. It then outlines each step to build the chart, which includes creating calculated fields for rankings, curves, sizes, and pads. Key steps involve dragging dimensions to the row, column, color and size shelves to structure the flows. The process ends by adding single bar charts for context and actions to highlight the Sankey chart on hover.

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    © All Rights Reserved
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    Tableau Sankey Chart – Build

    Sankey Diagram in Tableau


    1. Objective
    In this Tableau tutorial, we are going to study what is Tableau Sankey Chart,
    how to build a Sankey chart in tableau diagram and a stepwise description
    with Sankey chart example.
    So, let us start with Sankey Chart in Tableau.

    Tableau Sankey Chart

    2. Tableau Sankey Chart


    Tableau Sankey chart diagram is a visualization used to depict a flow from one
    set of values to another. The things being connected are called nodes and the
    connections are called links. Sankeys is best used when you want to show a
    many-to-many mapping between two categorical dimensions. Sankey chart in
    tableau is a good alternative to bar charts or pie charts if you wish to show flow
    quantities. In Sankey diagrams, the width of the arrows is proportional to the
    flow quantity it represents. So, attention is drawn immediately to the most
    important flows in the processing system.
    Let’s see Tableau Design Flow in Detail

    3. Create Sankey Chart in Tableau


    These are the following steps to build a Sankey Diagram in Tableau.
    Step 1:
    Create a Calculated Field T
    (INDEX ()-25)/4
    So, once your Index is one it’ll provide you with – half-dozen, after you index
    is going to be a pair of it’ll provide you with -5.75 soon.
    Step 2:
    As per Zen Master Jeffrey Shaffer, if we tend to take forty-nine points for every
    dimension, we are able to simply plot the form of swish curve line.T ought to
    be in between -6 and half-dozen and if we tend to take .25 increments we’ll get
    forty-nine values.
    So, produce a Calculated Field “To pad”
    IF [Order Date] = THEN one else forty-nine finish
    So once your Order Date matched with Min (Order date) it’ll assign worth|a
    worth|a price} one and for all alternative dates value are going to be forty-
    nine.
    Read about How to Create Pareto Chart in Tableau
    Step 3:
    Now we’d like a “S” formed curve (sigmoid curve). thus produce another
    calculated field referred to as sigmoid perform
    1/ (1+EXP (1) ^-[T])
    Step 4:
    Create a replacement Bin of Size one referred to as cushioned.
    Step.4 Creating Sankey Chart in Tableau

    Step 5:
    Build our Ranking Calculation. We square measure making a running total of
    a variety of records and dividing by the general Total which is able to offer the
    United States of America an additive proportion.
    Let’s Learn How to Make Sparklines Chart
    [Rank 1] = RUNNING_SUM (sum ([Number of Records]))/ TOTAL (sum
    ([Number of Records]))
    [Rank 2] = RUNNING_SUM (sum ([Number of Records]))/TOTAL (sum
    ([Number of Records]))
    For Example-
    Region            Running_Sum(sum ([Number of Records]))                   TOTAL
    (sum ([Number of Records]))
    Central                            2,323                                                              2,323
    East                                2,848                                                              2,848
    South                              1,620                                                              1,620
    West                               3,203                                                               3,203
    Region RUNNING_SUM (sum ([Number of Records])) TOTAL (sum
    ([Number of Records]))
    Central a pair of,323 a pair of,323
    East a pair of,848 a pair of,848
    South one,620 one,620
    West three,203 three,203
    Step 6:
    Create a Curve Function:
    [Curve] = [Rank 1] + (([Rank 2] – [Rank 1])*[Sigmoid Functions])
    [Rank 1] + (([Rank 2] – [Rank 1])* [Sigmoid Function])
    Read How to Make a Population Pyramid in Tableau
    Step 7:
    Drag cushioned Bin on row shelf. Right, Click and choose “Show missing
    Values”. modification the Marks Card choice from “Automatic” to “Line”.
    choose the cushioned field that is on the market on Row shelf and place it into
    path marks card

    Step.7 Creating Sankey Chart in Tableau

    Step 8:
    Drag T calculated Field on Row Shelf and “Compute using” cushioned (which
    is on the market on Path Marks card)
    Step 9:
    Drag Region and class at the same time and place it into the color marks card.
    Let’s explore Types of Filters in Tableau
    Step 10:
    Drag the Curve calculated field on Column shelf. Our [Curve] calculation has 3
    components thereto, [Rank 1], [Rank 2] and [T].We need every of those to
    handle over completely different dimensions.
    Step.10 Creating Sankey Chart in Tableau

    Step 11:
    We currently have to be compelled to vary the lines by size, supported the
    number of records. Adding add ([Number of Records]) to Size won’t look
    smart because the cushioned marks haven’t any records related to it. thus
    produce a calculated field referred to as Size that should be computed
    victimization cushioned bins. this could solely be potential if we tend to use
    some Table calculation.
    RUNNING_AVG ( MIN (fastened [Region], [Category] : SUM([Number of
    Records]) }) )
    Now drag that calculated Field on size marks card and cypher victimization
    [Padded]
    Step 12:
    The final result can appear as if the below image.
    Step.12 Creating Sankey Chart in Tableau

    Step 13:
    As per the definition of Tableau Sankey chart, it depicts a be due to one set of
    values to a different. It’s forever smart if you show the flow in your chart. So,
    we’ll produce 2 single bar stacked chart sheets showing the breakdown of a
    variety of records for every dimension. If you would like you’ll use the share
    still.
    Read about Tableau Date Functions with Examples
    Drag “Number of records” on Row shelf and Region on “Color” still as on “Text
    Label” cards. Duplicate the sheet and replace the Region Dimension by your
    class Dimension. The sheet can appear as if the below image.
    Step.13 Creating Sankey Chart in Tableau

    Step 14:
    Drag all the 3 sheets into Tableau dashboard. Placed your Region Sheet on the
    manus aspect and class sheet on the proper aspect. Place Tableau Sankey
    chart in between each the sheets.
    Go to Dashboard->Actions->Add Actions->Select Highlight Action. Certify
    you ought to choose “Hover” Action. This will highlight the whole Tableau
    Sankey chart on Mouse hover.
    Step 15:
    The Final output can appear as if the below image.
    Step.15 Create Tableau Sankey Chart

    This was all on Tableau Sankey Chart. Hope you like our Explanation.

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