Pie charts are visualizations that show how parts contribute to a whole. In this video, learn how to create pie charts.
- [Trainer] You can often gain important insights into your data by creating a pie chart which displays the contributions of several parts to a total. For example, you could display the percentage of all revenue by product category with each wedge of the pie representing an individual category. I'll demonstrate how to create and work with pie charts in this movie. My sample file is 09_03 Pie and you can find it in the chapter nine folder of the exercise files collection. To create the pie chart, I just need to add data and a dimension that will be used to divide it. So in the case, I will divide by Product Category. So, drag the Product Category pill from the Dimensions area to Rows, and then I'll drag Order Total to the data area. So, there I have my base text table and to create a pie chart I'll go to Show Me so I'll click that button, and then on the second row, I'll click the Pie Charts button. And when I clear away Show Me, you can see that I have my pie chart and over on the side I have a legend, which indicates which pillar represents which Product Category. Blue is Blueprints. Orange is Drone Kits, and so on. Pie charts work well for dashboards and similar visualizations, but you can also work with them by creating filters. For example, I know that my largest category is Robots. Let's say that I want to stay within my pie chart but not display Robots. Well, what I can do is I can click the Robots wedge here and then from the tool tip that appears I can click Exclude, and what has happened behind the scenes is that Tableau has created a filter. You can see the Product Category on the filters card which excludes Robots from the pie chart. If I want to do the same thing by excluding Drones, then I can click the red wedge which is Drones. Click Exclude. And I'm down to my remaining elements. If I want to change the filter, I can go to the Filters card, hover the mouse pointer over the Product Category pill, click the down arrow, click Edit Filter, and here, you see that I'm excluding Drones and Robots. If I want to undo the filter I can just click Exclude, click All, click Okay, and you see that all the values are back. I could have also gone to the Filters card, click Product Category, and clicked Clear Filter. So, if I want to edit the filter, I can go into the Edit Filter dialog box. If I want to get rid of it, then I can click the pills down arrow, click Clear Filter, and I will have all of my values displayed.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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