Creating Sankey Chart with Grouping

[Click here to find all my Sankey Chart series]

 A reader of my tutorial on Sankey Chart via Template asked me how to group the Source members on the left side of the chart. Yes, when there are too many members in a dimension, grouping them makes the chart much cleaner.

I spent some time to design a new template for this type of application. Here is how it works.

Left Side Grouping
1.Download and open the template workbook for Sankey with Grouping.

2.Add your data source to the Tableau desktop and UNION the data set with itself.

3.Rename two dimensions as Source and Target. Rename one measure as Size.

4.Create groups on Source.
Or if you already defined the groups in a dimension (such as Category as grouping for Subcategories), rename the dimension as Source (group).

5. Replace template data source by your data source, and you are done.

Right Side Grouping
The trick is to move Source to the right and Target to the left.

Follow the above steps and go to the Curve sheet. Then,
6.Right click on Columns and check Show Header.

7.Edit the horizontal axis and reverse the scale. Then uncheck Show Header.

8.Move the other sheets to the right or left accordingly.

Voila we just showed how the template works. Feel free to customize it and would love to hear if it works for you. Further comments are always welcome.

Sankey Chart Series in Tableau
5.A Template Approach to 3-Stage Sankey Chart

4.Creating Sankey Chart with Sorting/Grouping

3.Creating Sankey Chart with Grouping
2.Creating Multi-Stage Sankey Chart via Template Cascading
1.Creating Sankey Chart Made Easy via Template