8 Replies Latest reply on Jun 12, 2018 9:09 PM by Adam McCann

    individual bar design/customizing

    Chris Cammack

      I am measuring sales goal for a group of sales people, I am coloring the bars red, yellow or green based on their percentage of goal.  I would like to outline the bar of particularly bad or good sales figures differently than the bulk of the group but it wants to make the changes globally.  The other option would be to "candy stripe" the bar of sales people with bad sales figures that are in danger of "seeking other employment".  Is there an ability to do this?

        • 1. Re: individual bar design/customizing
          Erin Easter

          Hi Chris,

           

          You're right that the mark borders formatting in Tableau applies to all marks in the view. Also, it doesn't support changing the fill pattern of marks so candy striping is not available as well. Although those may be valid ways to call attention to specific marks, they may not always be the best practice. In your case you should consider these alternatives:

           

          1. Highlighting - If you are trying to draw attention to a number of sales figures just select them. The others are dimmed to call attention to these people. You could even use a Highlight Action to toggle this highlighting on and off. Specifically, you could create a group (right-click the Sales Person dimension in the Data window and select Create Group) that contains two members: sales people of interest and other. Then set up a highlight action where selecting sales people of interest highlights them in the sales goal view. You'll need a dashboard to set up this type of visualization.

           

          2. Annotations - Annotations are a really great way to call out specific marks and even give more information. You can add annotations by right-clicking a mark or area in the view and selecting Annotate.

           

          3. Reference Lines - Although you are using color to indicate the percentage of goal, perhaps you could instead use a reference line to mark the goal for each sales person. Then use color to highlight those that are particularly bad or good.

           

          These are a few ideas I came up with off the top of my head. Does anyone else have ideas for ways Chris can accomplish his analysis in Tableau?

           

          -Erin

          • 2. Re: individual bar design/customizing
            Chris Cammack

            I appreciate the feedback.....our sales manager is Machievelli's ******* stepson.  He wants to embarrass the offending sales agency as much as he can for their poor performance before cutting them off all together.  Sort of like in The Wire when Barksdale's group tortures Omar's boy as message to everyone else.  The candy striping was just one way of doing it...highlighting their bar with a different color was another. 

             

            The annotation option is tough because of the amount of data that I am putting in a small space....my users aren't extremely adept at figuring out how to back out of something they have already done...so most print off the results and analyze them with pen/paper (/scratches head and defeating the purpose)

            • 3. Re: individual bar design/customizing
              Caroline Bowker

              You might also be able to do something with the Size Mark shelf - like create a copy of the sales figures measure, set it to std deviations or variance (or use a calculated field) and drag it into Size and then drag the size slider right so any variation from average shows huge. 

               

              You can probably also do something like that with color by clicking the small widget at top right of a color legend and selecting Edit Colors, there are lots of settings you could play with there.

              • 4. Re: individual bar design/customizing
                Michael Cristiani

                Chris,

                 

                Take a look at this post: http://www.tableausoftware.com/forum/creating-custom-color-palettes to see if anything there jogs an idea.  Also, if you you can search for "color palette" in forums search box to find a plethora of examples of things others have tried.

                 

                Hope this helps.

                 

                MANY BLESSINGS!

                Peace and All Good!

                Michael W Cristiani

                • 5. Re: individual bar design/customizing
                  Alex Kerin

                  A little late to this discussion, but I wanted to achieve a similar thing - have several related bars stand out in a different color. I added a new dimension to the data that calculated whether that row was part of the stand out bars or not.

                   

                  If it was then label the dimension yes, otherwise no, then drag this dimension to the color mark place. This could be extended to any number of colors

                  • 6. Re: individual bar design/customizing
                    Joe Mako

                    I missed this thread, thank you Alex for bumping it.

                     

                    Going back to the original thread start, "I am coloring the bars red, yellow or green based on their percentage of goal. I would like to outline the bar of particularly bad or good sales figures differently than the bulk of the group but it wants to make the changes globally."

                     

                    Sounds like there is currently a calculated field like:

                     

                     

                    IF [percentage of goal] < .8 THEN "Red"
                    
                     ELSEIF [percentage of goal] < 1 THEN "Yellow"
                    ELSE "Green" END
                    


                     

                    You could change this to something like:

                     

                     

                    IF [percentage of goal] < .8 THEN
                    
                       IIF([sales]<1000,"Extreme Red","Red")
                    ELSEIF [percentage of goal] < 1 THEN "Yellow"
                    ELSE "Green" END
                    


                     

                    There are quite a few other options, and it depends on what you want to highlight. (And with parameters in Tableau 6, you can replace the "1000" in the above with a parameter variable)

                    • 7. Re: individual bar design/customizing
                      guest contributor

                      Using Tableau 6, our sales analysis people want to be able to have percentages assigned Red, Yellow, Green without writing any If Else scripting etc. Is the a simple way to associate colors to percentage bands without scripting?

                      Thank you,

                      W