Zen Master Chris Love wrote a Sankey chart tutorial which is quite popular. Actually the Sigmoid-based Sankey chart was first introduced to the Tableau world by another Zen Master Jeffrey Shaffer. I am a recent convert of Sigmoid curve and love it. Check my recent post on creating Sigmoid with 2 rows of data.

Just found that the creation of a Sankey chart can be made a bit easier, mainly in the data prep stage. Let me use his same example and streamline the procedure a little bit.

I will describe 2 options here. One is for all recent Tableau versions. The other is for 10.2 or above, which doesn't need any SQL script.

For recent Tableau versions

1.Load the Superstore data set into Tableau via Legacy Connection.
2.Create this Custom SQL:
This will create the data set necessary. Here [Point] is equivalent to [ToPad] in Chris' example. Those rows are for respectively point 1 and point 49 in the curve. Then we can proceed to create [Padded] bins and trigger data densification upon it.

For Tableau 10.2+

1.Load the Superstore data set into Tableau
2.In the data source editor, add another 1-column x 2-row table  as follows (in Excel)
3.Join them as follows
This takes advantage of the new "Join Calculation" feature in 10.2 to create join conditions. The 1=1 condition results in a cross join between the superstore data and the above 2-row table. We get thus the data set we need for creating Sankey or any Sigmoid based charts.
This method doesn't need SQL script.

4. BTW, Sigmoid expression can be written a bit more concise:
Sigmoid(t) = 1/(1+EXP(-t))

Voila, I created a little Sankey chart similar to the example of Chris.
Click the above image to access the interactive version.

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Jake and I collaborated on a dashboard. He told me that he learnt a way to create an in-place help page in Tableau. He first saw it at a conference somewhere and couldn't recall who the speaker was. So I am blogging here about it but the credit goes to somebody else. If anyone knows who the original creator is, leave a comment below.

The key idea is to float a semi transparent worksheet on top of the dashboard, where a help text box is strategically placed on top of each chart. This way, we can explain how to view each chart and what data points are important, etc. This worksheet is collapsible by a show/hide button. 

Below I would like to show how this worksheet can be constructed.

1. Sheet with a single data mark.

  • Double click the empty space in Marks panel and add two single quotes. Make the null pill a text label. This creates a single null mark.
  • Set the view as "Entire View"

2. Create an show/hide button

  • Go to the target dashboard
  • Drag a floating vertical container to the dashboard, making it cover all the area of interest.
  • Drag the Single Null Mark sheet and drop it into the above container. Hide the sheet title.
  • Create an open/close button for the container and place the button at the top-right corner.

3. Add annotations

  • Format the sheet background opacity as 70% in the layout manager             
  • Select area annotations and place them anywhere of interest. 
  • Write help text and format it to highlight important messages.  
  • The text can serve as functional guide and/or insight guide.

Here is an example. Feel free to download the workbook and explore. Click the "i" button at the top-right corner to view the in-place help. 

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