The end of line trend indicator can provide an effective visual hint in dashboard.
Sometimes your axis is busy with dual charts. So you don't have the luxury of using dual axis to create an end-of-line trend indicator. Here we are going to show that you don't need dual axis to do that.

The trick is easy: put it inside the Label.

This is how the last variance is calculated:
Put it in the Label:

Here are a couple variants of implementation:
- Custom Number formatting ;●;
Select red color for the font in the Label. If you want to use arrow to be the indicator, try this.
- Calculated field
The above is equivalent to a calculated field as follows [Last Delta Indicator]

  • If [Last Delta]<0 then "●" end

Issue of alignment
There is a little issue of alignment if you want it to be perfectly on the data mark. We found a few ways to approximate the perfect alignment:
- Select middle and center alignment for the label.
- Use vertical font directions
- Adjust the axis scale so that the end point is not at the lower edge of the axis.
Here is a link to an example workbook. Try it.
That's it. Hope it works for you.
5

View comments

  1. Why don't the furniture and office supply in Consumer show a red dot? Compute using not set right?

    ReplyDelete
    Replies
    1. Red dot appears only where there is a downward trend. The two you mentioned are going up.

      Delete
  2. any update on this? I also need to highlight points on line chart without a dual axis.why dont we see dots in upward trend? and also if i didnt want to calculate variance but just highlight the last dot and edit the calculation as IF LAST()=0 THEN
    SUM([Sales])
    END
    the red dots disappear

    ReplyDelete
    Replies
    1. Just updated the viz with both up and down indicators. Download the example to see the details.

      If you want to show the sales number in label, it may not place the dot in the right position. So it may disappear, I guess. Use another table to show the last sales number and place it next to the line chart in dashboard. It may be a simple solution.

      Delete

(Refresh the page if you want to view the gif image multiple times. Or go to Tableau Public and click the button at the top-right corner.)

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. 

0

Add a comment

Blog Archive
Loading
Dynamic Views theme. Powered by Blogger. Report Abuse.