I think your nested bars work well. I'd probably choose a different color combination. As far as ways to show percentage to goal, you could probably do something with reference lines on the cell level. Post a sample workbook, I like to play around with it. Thanks,
Here's an example workbook. Have fun with it!
Also, FYI, I chose a mono-chromatic theme for a couple reasons: 1) Because I was tracking a couple metrics on the same dashboard and gave each one a different monochrome hue. 2) I figure colorblind people will be able to see the difference in hue, and 3) you will still be able to see the difference if the dashboard is printed in black and white.
Happy to see what your color choice would be, however, I'm not married to monochrome.
I actually spent quite a bit of time playing around with this over the past few days. And must admit I haven't found a way of improving on either your color choice (given your stated needs) or the visualization of percent to goal. I tried, really! Maybe some of the real wizards can come up with something better (I certainly couldn't!)
Hey Shawn, thanks for trying!
I figured there would be a lot of users out there that are trying to accomplish similar things with Tableau, and I thought they all might have different tricks for how to visualize that progression toward goal. Well, I hope someone at least finds my methods useful for their purposes. If anyone else out there wants to contribute, feel free to chime in!
Yes, your method is very helpful. Thanks so much for posting it!
I really like your Nested chart to display Actual vs. forecast. I cannot access the workbook you attached so I was wondering if you can describe here how you were able to get that view?
I am working with headcount data in which I have a set of Org units that have actual headcount vs. forecasted HC and I would like to use the nested bar chart with the bars going horizontally.
Did you ever receive a response from John? I would like to know how he did that as well.
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Hi Trish Cox
I figured out how this can be done based upon the example that John provided:
- You have 1 metric that you put on the columns and 2 dimensions that you put on the rows
- According to the example, drag Summary Type to the Color box in the Marks window pane.
- Drag the Summary Type dimension again to the Size box in the Marks window pane
- Click on the drop down box in Summary Type in the drop down box and click Sort (in which you will order the attributes according to your desire)
- Click on Analysis --> Stack Marks --> off
- Optional: Sort the data by your dimensions in the rows
I hope this helps.
Hi Trish and LyNea,
I'm sorry I never got back to you on this. I don't think I received a notification when you posted back in September. Anyway, here's a snapshot of the workbook to show how it's put together. And like LyNea said, the key is to go to analysis --> stack marks ---> off.
Hope that helps!
Thanks John and Lynea!
This is great! Thanks for all your help!