Statistical summaries display data from which users can calculate confidence intervals and other measures. In this video, learn how to add reference lines, distributions, and boxes.
- [Narrator] When you create a visualization, Tableau builds it from your data and uses the rules and conventions of the style you selected. You can add other elements which include reference lines to complement the built in features of your viz. In this movie, I will show you how to include those additional elements in your Tableau workbook. My sample file is 1105 reference lines, and you can find it in the chapter 11 folder of your exercise files collection. In this workbook, I have visualized total sales per quarter. And you can see that I have my line chart here. Let's say that I want to add a reference line such as for the average value of all quarterly sales. So that would be drawn from the y-axis here, horizontally across the graph. To do that, I can right click anywhere on the vertical or y-axis. And then at the bottom, I can click Add reference line. In the add Reference Line, Band or Box dialog box, I can define the line that I want to add. So I can use the controls here in the line section on the line tab. So I have the value, sum of order total, that's correct. And the way the calculation is set up now, it will display the average. So if I were to click that controls down arrow, you see that I can do total, sum, a constant value, and so on. In this case, I'll just stay with average. And I won't change any of the labels or confidence intervals, or change the formatting, but all those controls are there. So I click OK. And there is my reference line. And you can see that the average quarterly sales is just under $800,000. And if I hover my mouse pointer over the line, I see the value of 774,526. With the line visible, if I want to format it or change it in any way, I can right click it And then I can either click Edit, which takes me back to the Edit Reference Line, Band or Box dialog box. Go and close that, right click it again, click Format. That displays the format reference line task pane over on the left side of the screen. So I can change the line, I can also have a fill, so I could have a fill above or a fill below. So it's currently set to none. If I change that, for example, to have a very light shading, and click away, you can see that there is a very light shading below. That might actually be a little too light. So let's try something a little darker, there we go. So you can see the shading below the average. If I want to take away the shading, I can click fill below and click none and it goes away. And then I can close the task pane because I'm done formatting the line. If you want to remove a line, you can right click it, and you saw the remove option earlier, so I'll click there, and it's gone. There are other ways that you can add reference lines, distributions and boxes. So I'll right click the y-axis again, click Add reference line and up at the top, you see that I can define a band. So I'll click that. And here, I have a band from the minimum to the maximum. So let's say, that instead of minimum, I want to have a band from the average, which is the arithmetic average. The band is currently going to the maximum, that's fine, so I'll click OK. And there I see it. And I also have labels from average to maximum. If I want to get rid of my reference line, I can right click the vertical axis and click remove reference line. I'll show you one more thing with regards to reference lines. So I right click the vertical axis again, click Add reference line and then I'll click distribution. Distribution breaks your values down into segments that you define. With this distribution, we currently have a highlighted band, essentially, indicating 60 to 80% of the average value. And if I click OK, we'll see that here. So we have 60% to 80%. If I right click the vertical axis and click Edit reference line. Then we go back to the distribution pane, and I can change the computation. If I want to change the band, I can click the value controls down arrow. And in this case, I want to change it to quantiles and that will divide the values into another segments. So I'll click the quantiles radio button and I can identify the number of tiles, is currently set at four. If I change it to five, then I will have five different segments of my values. So I click away, click OK, and we can see the values here. So I have all the values in the first quintile are below this line. Then I have the second, the third, the fourth, and above that, the fifth. And again, if I want to remove this reference line, I can right click the vertical axis, click remove reference line and I am back to my original graph.
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