Where is the three-dimensional data?

The objective of data visualization is to present data so that it's easier for people to consume, spot trends, and understand the story of the data. There is a debate over the use of three dimensional in charts, and people looking at Tableau may wonder how they can make visualizations that are three dimensional. Three dimensional is not available in Tableau. Three dimensional requires the viewer to spend more time trying to understand the data being presented to them than necessary.

People often consider three dimensional as a way to bring more information into the view. We don't need to use three dimensional to make visualizations beautiful and informative. Beauty can come in the form of simplicity and understanding the data story as easily as possible. Flashy isn't always better, particularly if it misleads the viewer.

If you can't use three dimensional but still want to show different metrics on the visualization, then what are your options? If you want to display a number of variables, use a scatterplot matrix, also known as a splom. This is a grid of scatter charts. What is a scatter chart? Also known as a scatter graph or a scattergram, it is simply a dataset plotted as points on a graph. The x axis represents one variable, and the y axis represents another. We can arrange them in a grid so that the viewer can easily compare along the variable, and vertically between the graphs. We can also enhance the scattergram by adding in trend lines and using color to convey a story.

In this recipe, we will look at creating a scattergram matrix using Tableau and adding in a few reference lines. This is a good option when you are asked to create something to show the relationships between variables. In this recipe, we will create a small dashboard segment that looks at whether the sales differ on a quarterly basis.

Getting ready

For the exercises in this recipe, continue to work on the Chapter Seven workbook.

How to do it…

  1. Create a new worksheet by clicking on a new tab at the bottom of the canvas. Rename it as Splom.
  2. Drag Year(FullYearAlternateDate) onto the Columns shelf.
  3. On the Year(FullYearAlternateDate) pill, click on the small plus sign on the left-hand side so that you now see the Quarter(FullYearAlternateDate) pill.
  4. In the Measures pane on the left-hand side, rename Number of Records to Number of Sales Transactions.
  5. Drag Number of Sales Transactions onto the Rows shelf.
  6. Change the measure calculation to Count by right-clicking on Number of Sales Transactions, navigating to Measure (SUM), and selecting the Count option.
  7. Let's change the visualization to a scattergram by going to the Marks shelf and selecting Shape from the drop-down list. The chart will now change to a scattergram, as shown in the following screenshot:
    How to do it…
  8. Take the calculation Diff from All Year's Average and drag it onto the Color button. The color scheme will change to red and green.
  9. Click on the Color button and select Edit Color….
  10. Change the red color to royal blue and click on OK.
  11. Change the green color to gray and click on OK.
  12. Next, let's add in a reference line to show the trend lines. To do this, go to the Analysis menu item and navigate to Trend Lines. Then, choose the option Show Trend Lines.
  13. The trend lines will appear for each year. Swap it around to show a quarter by dragging Quarter(FullDateAlternateYear) onto the Columns shelf to the left-hand side of Year(FullDateAlternateYear).
  14. Click on one of the reference lines and select the Format option. The Data pane will now change to the Format Lines option pane.
  15. For the Trend Lines option, click on the drop-down list and select the thinnest line. You can see an example in the following screenshot:
    How to do it…
  16. Soften the color of the trend line by selecting the light purple color located on the bottom row on the far-right side. You will see the changes made on the trend line.
  17. Next, remove the headers in order to make the visualization as compact as possible. Remove the FullDateAlternateKey header by right-clicking on it and selecting Hide Field Names for Columns.
  18. On the y axis, right-click and deselect the Show Header option.
  19. On the x axis, right-click and deselect the Show Header option.

    The completed visualization now looks like the following screenshot:

    How to do it…
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