Nested sorting used to be difficult to many people. Hierarchical nested sorting is even more difficult.
What is (regular) nested sorting and what is hierarchical nested sorting?
Regular nested sorting is regarding multiple dimensions and one measure. Say we have all of them on the row and we need to sort the rightmost dimension by the measure. That is the nested sorting as shown below. Usually it is regarding a static table. This can be easily done by clicking the sort button on the tool menu.
Hierarchical nested sorting is sorting a hierarchy of dimensions. A hierarchy may have any number of dimensions. We can expand(+) or close(-) the lower-hierarchy dimensions to the right side at will. The sorting by the measure needs to be respected at every level of the hierarchy, and after every expand/close action. The table is thus dynamic as shown below.
The new version of Tableau has made hierarchical nested sorting very easy. We only need to set up the sort of the top dimension in the hierarchy as shown in the picture below. They key is selecting sort by "Nested". Then we can expand/close the hierarchy and have the same sort at all levels.
(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.
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Amazing! it is every good example to understand nested sorting
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