Looks like you've created your Box-and-Whiskers the old-skool way! Tableau now has box-and-whiskers, built in to the reference line/band.
So on you're lower chart (the detail one), right click in the Y-Axis, and select 'Add Reference Line' -> Click on the Box-Plot icon. There you can add the Box-and-Whiskers over the existing plot. In here you can also select formatting...etc.
Personally I'd leave 'Aggregate Measures' ticked, and use the Detail Shelf to determine the level of aggregation you want. For example, on superstore, if I want to look at Average Basket. I'd add Sales to the Row Shelf (my Axis), and then drag Order_ID onto the detail shelf. This tells Tableau, to plot me a mark for each 'Order ID'. If I wanted Average spend per customer. I'd create a measure SUM([Sales])/COUNTD([OrderID]), add this to the rows, and then add CustomerID to my detail shelf, as this time I want mark per customer.
Hope that helps.
can you provide an example workbook?
We most likely just need to add a Lower Level Dimension to your Top Chart (Box Plots) so that aggregation is still happening, it just happens at a coarser level (I.e. it isn't really aggregated).
Beat me to it Simon!
I think the problem for me is that the reference line should pull data from a different measure, not the same as the one on the shelf. You will see a difference between the measures 'Personality Values' and 'Personality Values 3'
What I am trying to do is show the overall statistics of the sample, versus the median of the top x companies.
So I've given you a couple of solutions...one 'hacky' one (which is the easy way), and then a slightly longer way (which is to build your own Box-and-Whiskers).
So the simple way;
I put your Measures back to aggregate, and used the [Org_Name], [First_Name], [Last Name] level you used. This just gives you control over the Level of Aggregation (btw you don't need to do this for this technique to work). I then Dual'ed the Axis, and changed the colour of the Box-Blot ones to 'White'. This way you don't seen them, but the box-and-whiskers are built from the [Org_Name], [First_Name], [Last Name] level. Told you it was a bit 'hacky'!!
The other way, is to build your own. So for the PV 3, I've left the [Org_Name], [First_Name], [Last Name] dimensions on my detail shelf, but for the PV (the one we want to make the B-and-W for) I remove these. I then create calculated fields on PV, to bring back the Median, IQR, 0.25, 0.75 percentiles. I then bring these onto my detail shelf and use them to build a series of Reference Lines/Bands to create the Box-and-Whiskers. I have left the labels in, and not done any formatting, but with a bit of time they can look really good. B-and-W, out the Box only came in Tableau 8.3 (I think) but before that, this is how we'd build them!
You might also find this interesting
I couldn't use it here as we need the second Axis for your detail, but an interesting approach never the less
Hope this all makes sense, but please post back if not.
Dataviz Stats 1 - SR.twbx 4.9 MB