Visualizations in tooltips let you show related visualizations when a user hovers their mouse pointer over another visualization. In this video, learn how to display a viz in a tooltip.
- When you hover your mouse pointer over a data point in a visualization, Tableau displays a tooltip that summarizes the data represented by that point. In this movie, I will show you how to edit those tooltips as well as how to include a visualization within a tooltip. My sample file is 10_06 VizInTooltip, and you can find it in the Chapter 10 folder of the Exercise Files collection. I have two worksheets in this workbook. The one that I'm viewing right now is ByCategory and you can see that I have a TreeMap that breaks down sales by category of product. And when I hover the mouse pointer over one of those data points, I see a tooltip that gives me product category, robots and order total. So if I go down to eBooks, then I will see a tooltip for that category and the total sales. If I want to edit the tooltips, I can go to the marks card and click the tooltip button. In the edit tooltips dialog box, you'll see that we have product category, followed by a field inserted for product category, and then order total with the sum of values from the order total field. Those are the only two fields that are currently used in the visualization, so they're the only ones that appear as tooltips. So for example, if I want to delete the Prod, and the space following it, I can do so editing the text, click Ok, and then back in the worksheet, I see category instead of product or prod category. If I go back to the Edit tooltip dialog box, so I'll click the tooltip button on the marks card. There are other changes that I can make. I can format the text change its alignment, and I can insert other elements. Those could be the data source name, last update, the sheet name and so on. However, what's really cool is that I can insert another visualization that is another worksheet in a tooltip. And I will tell you that this technique got a standing ovation when it was introduced at the 2017 Tableau users conference. So what do you need to make this happen? Well, you need another sheet that has a visualization on it. And that is where the ProductDetail worksheet comes in. So after clicking insert, I will point to sheets. There's only one other sheet available, so I'll click ProductDetail. And you can see it appears at the top. I'll click OK. And now when I move my mouse pointer, over a point, you'll see that I have a summary of the values for particular products. So here I have the category of Robots, and I have products and sales for Robots broken down. And that is what appears on the ProductDetail worksheet. So you see here that I have all of my products, but the filter at the top is a tooltip filter, broken down by product category. So when I go back to ByCategory and I hover over Drones. We get the products for Drones, Robot Kits, Drone Kits, and so on. Like I said, the introduction of this feature got a huge standing ovation, and I hope you're as excited about it as everyone in Austin was.
- 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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