Here are a couple of facts about visual tooltips:
- They are based on regular charts
- They are turned on/off by action filters
In theory, we can repeat the drilldown process infinitely. In practice, the process is limited by the number of dimensions in the dataset or by our imagination.
An interesting feature of this technique is that we can do all the drilldowns in place/in context, instead of jumping to another tab or page.
Let's see an example as follows, which is built on the Superstore dataset. Click the image to view the interactive version.
There will be 4 levels of drilldown hierarchy on sales figures:
- Year>Segment>Category>SubCategory
- By Year: Vertical Bars
- By Segment: Vertical Bars + Title Sheet
- By Category: Donut Chart
- By SubCategory: Horizontal Bars + Title Sheet
The main design steps are:
- Create the above charts and sheets
- Create a new dashboard.
Here we use the sales by year bar chart as the base. Drag vertical containers (in FLOATING mode) into desired positions where visual tooltips will appear. Put every chart/sheet (in TILED mode) into a respective container. Remember to hide sheet titles. If you need titles, use another sheet. The reason is that the action filters won't hide regular sheet titles.
- Create drilldown action filters between every 2 successive drilldown charts
Note that each chart/sheet has to carry all the previous drilldown dimensions.
- Use the layout manager at the lower left corner:
- Fine tune the position and size of each container.
- Move lower hierarchy containers on top of higher hierarchy ones. Just press mouse and move.
- Validate all the drilldown filters in Desktop
- Publish the design to the Server and validate the resulting viz again
Voila, that's about it.
A few further design tips:
- Plan your visual tooltips first. The number of tooltips can be as many as that of data marks. We can reduce the number of tooltips by sharing one per multiple data marks.
- We need one sheet per tooltip. Most of them are lookalike. We can create them by replicating.
- Create a single hierarchy of tooltips and validate it first, before replicating tooltip sheets.
- Create sets as filters that allow action filters to turn the sheets on/off.
- Set tooltip background different from the overlapping chart.
- Show successive dimensions in lower hierarchy tooltips.
That's a great way to continue the drill-down through the pop-up windows. Is there a way to add a close (x) button on each of the pop-up windows? Then it would be easier for the user to know how to close the pop-up window. Seems the clicking again option to close the windows isn't that intuitive.
ReplyDeleteAdded tips in tooltips. Check again. Thanks for the comment.
DeleteThanks for the info. So, I guess it's not possible to add a close button directly on the pop-up window? The tooltip is a nice workaround.
Delete