I almost named the post as Charting "Top N and Others" via Post-filtering. Read on to understand why.

Visualizing "Top N and Others" is an often required business use case. A popular solution is by creating a top N set. That's the one I have been using through the years.

I wrote a post in the context of a pie chart back in 2014 on grouping those smaller slices into 'Others'. 

Recently, I encountered an issue at work. The dashboard won't let me using set. The problem with this set-based solution is that "set" is a filter operating before the regular dimension filters. We may want the dimension filters to execute before the set. This can be done by adding the dimension filters to context. In a multi-sheet dashboard, this may impact calculations on other sheets when a cross-sheet filter is applied, where the dimension filters may not be allowed to be in context.

There are almost always two ways to skin a cat in Tableau: Pre-filtering and post-filtering.

Pre-filtering: Filter the data set and keep only the data we need. This works with dimension filters, set filters, context filters etc.

Post-filtering: Filter the calculation results and keep the results we need. This works with table calculation filters.

Here we are going to show a table calculations approach to solve the problem. Table calculations filtering takes place in the last stage in Tableau's order of operations. So it works after the regular dimension filters. This is a post-filtering approach.

We are going to show our approach using the superstore data set and chart sales in top N states plus all others in one bar.

First let's create an integer Top N parameter. And have the State dimension is sorted by SUM(Sales).

Then create a formula for Label Grouped which includes the top N states plus "All Others".

Third, create a formula for Sales Grouped where all sales beyond top N states are grouped in a single quantity.

Last, create a top N+1 index filter for keeping the top N+1 bars.

The resulting chart looks like this:
Make sure that all the table calculations are computed along State.

Voila, the demo workbook can be downloaded from here.
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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.

(Addendum: Jonathan Drummey has a much better Tableau-only solution that I missed from his presentation. I only caught later part of the presentation. You might ask him about it if you know him.)

In a recent presentation, Tableau visionary HOF Jonathan Drummey talked about a solution for a variable row heights in a text table. The question apparently came from a perfectionist tableau designer. Tableau is not really made for text processing.

[Forward: I asked ChatGPT o1-mini who then wrote this. Hope it helps. All the credit and the blame go to ChatGPT.

I went over the plan and it looked decent. Whether it can be done in 30 days or not, it depends on the person and the time he spends on it. By the way, ChatGPT can be a really good study buddy. Ask it questions whenever you have any.]

This comprehensive 30-day plan is designed to take you from a Tableau beginner to an advanced user.

Mundane charts are those basic ones that all data visualization beginners can create, possibly with Show Me in Tableau. They are the boring ones at times because many people tend to create fancier ones just to show off. 

I actually like the mundane ones a lot because they are not only easy to create but also easy to be read by the stakeholders.

Pareto chart is a very powerful tool, providing great insights into the data set and into the business at stake.

A while ago, Sharon came to me asking a question regarding Pareto Chart Multiples. That is, per each category, there is a Pareto chart. And we need to create Pareto charts for all the categories. This chart allows us to quickly view the few most important factors that matter to the majority of output in each category. 

Vilfredo Pareto (1848-1923) is the father of the 80/20 rule: 80% of output are produced by 20% of input. It works magically well through all the years.

[Update: The product manager Wilson Po alerted me that the Viz Extension is still a work in progress. It will not be part of the incoming version 2024.1. Instead, it will be released later in 2024. Just be patient]

Tableau 2024.1 is coming. I got a chance to test drive it. As I wrote a bunch of posts on Sankey chart tutorials in the past, I am most excited by the new Sankey chart type. Here I would like to share what I learnt. This is a quick preview. Your comments are welcome.

Buzzfeed recently asked Midjourney to draw images of people in 50 US states.  So the AI drawing tool created 50 images of couples that represent its perception of the people in each state.

I just put the images into a tiled map in Tableau. Each image is added as a background in each tile.

And also I added Viz-in-tooltips to enlarge an image to look at more details.

Feel free to download the workbook and explore it.
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The folks at Business Expert had a brilliant idea. They asked AI's perception on UK banks as a dog. I am inspired to do the same on US banks.

ChatGPT is asked to confess its perceptions on top US banks as a dog. Then Midjourney is tasked to generate the images. Check out what dog is matched to your favorite bank.

All are put together into a single-sheet Tableau dashboard. Feel free to check it out.

Through my previous post on the new Sankey chart type, I got in touch with Wilson, the product manager leading the development of this new chart type. I made some comments on creating multi-level Sankey via cascading of single Sankey's. He told me it can be done already by dropping more dimensions into the Level card.

As an enthusiastic user of Sankey charts, I am excited to learn that a Sankey chart type is being piloted in Tableau Public (Web Edit only). I wrote about Sankey chart design in multiple posts. Sankey chart may appear in different forms depending on applications. 

I played a little with it just to evaluate it. Here are my initial findings and comments.

1. The basic Sankey

I can quickly create a Sankey with 2 dimensions and 1 measure.
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