3 More Ways to Make Lovely Line Graphs in Tableau

For this example, let’s say that Copiers are one of the priority Sub-Categories for our business, so we want to highlight it. 

Currently, Tableau’s Line Pattern feature can only be applied at the measure level, so we need to add an additional measure to our view in order to differentiate between Copiers and all other Sub-Categories. To do this, we need a calculated field:

SUM(IF [Sub-Category]=’Copiers’ THEN [Sales] END)

Add the new Copiers Sales to your Rows Shelf. Right-click on the measure and select Dual Axis. Then right-click on one of the axes and check Synchronize Axis. Your view should look like this:

Now, to further emphasize Copiers, let’s do two things. First, set the line pattern for all other Sub-Categories to dashed. To do this, select the SUM(Sales) Marks card. Click the Path property of the Marks card, and under Line Pattern, choose one of the dashed options. Second, let’s increase the size of the Copier line. Select the AGG(Copiers Sales) Marks card, and click the Size property of the Marks card. Increase the size until the line stands out – I went to the second hash mark on the slider.

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After a bit more formatting and creating a custom title, we now have a view that emphasizes the Copiers Sub-Category with some help from Tableau’s new Line Pattern feature. My final view looks like this:

Toggle historical data on and off

Sometimes long-term historical data provides useful context, but other times it hides or pulls attention away from important recent trends. Toggling historical data on and off offers the best of both worlds.

To start, let’s create a toggle parameter. This will control whether the historical data appears in our view. Since it will either be on or off, we’ll use a Boolean parameter:

To make our comparison easier for the user, let’s show our two date ranges on the same axis rather than in chronological order. To bring these two date ranges onto the same view, we need to normalize the date ranges.

How to Normalize Current and Prior Dates on the Same Axis in Tableau

First, create Start and End Date parameters where the Data Type = Date and Allowable Values = All.

Next, create a calculated field called Days in Range. We’ll use this to normalize our comparison period:

DATEDIFF(‘day’,[p. Start Date],[p. End Date])+1

For the next calculation, we need to tweak the formula to allow the user to toggle on or off the historical data, or comparison period. The calculation is as follows:

IF [Order Date] >= [p. Start Date] AND [Order Date] <= [p. End Date]
THEN “Current”
ELSEIF [Order Date] >= [p. Start Date] – [c. Days in Range]
AND [Order Date] <= [p. End Date] – [c. Days in Range]
AND [p. Historical Toggle]
THEN “Comparison”
ELSE “Not in Range”
END

Last, we need a calculation that pushes the historical dates forward so that they are on the same axis in our view.

IF [Current / Comparison] = “Comparison”
THEN [Order Date] + [c. Days in Range]
ELSE [Order Date]
END

To create our view, pull Date Equalizer onto the Columns shelf. I chose week as the date granularity, but you can choose whatever makes sense for your data. Add Sales to the Rows shelf, then add the Current / Comparison field to the Filters shelf and exclude the data for “Not in Range”. Then add Current / Comparison to the Color property of the Marks card. If you show the Parameter Control for the p. Historical Toggle, you should be able to turn on and off the historical data on your view.

To complete our view, let’s make a toggle button. Create the following calculated field. This will change our parameter as the user clicks the toggle button on the dashboard:

IIF([p. Historical Toggle] = TRUE, FALSE, TRUE)

On a new sheet, change the mark type to Shape and add your calculated field to the Shape property of the Marks card. Double-click in the blank space at the bottom of the Marks card and type “TRUE”. Double-click again and type “FALSE”. Add your toggle images to your Shapes Repository, and then map the correct toggle image to each state. Note that you will need to adjust the sizing for the toggle to render appropriately on your dashboard.

Add your toggle to the dashboard. For our toggle to function, we need to add a dashboard action; in this case, it will be a parameter action set up as follows:

Et voila! You can now toggle historical data on and off in the same view!

3 Ways to Make Terrific Toggles in Tableau

Color based on measure category

For the final piece of this tutorial, we’ll explore coloring measures based on assigning them to two categories – either positive or negative. What do I mean by a positive or negative measure? Positive measures refer to metrics that improve when they increase period over period, such as sales, unique users, or subscriber counts. Negative measures are those that improve when they decrease period over period, such as load time, bounce rate, unsubscribes. In other words, we want these metrics to be as low as possible.

In our use case, we will color negative measures differently than positive ones to indicate to the user that their trends cannot be interpreted the same way as positive metrics. The measures we will use are:

• Orders (positive)
• Returns (negative)
• Discount (negative)
• Sales (positive)

Create a new sheet, add Order Date to the Filters shelf, and filter by Year = 2022. Then add the continuous month of Order Date to the Columns shelf. We’re going to make our measure dynamic, so to do this we need to create a parameter for the four measures mentioned above.

Next, create a calculated field that will return the values for the measure selected:

CASE [Measure Selected]
WHEN 1 THEN COUNT([Orders])
WHEN 2 THEN COUNT([Returns])
WHEN 3 THEN AVG([Discount])
WHEN 4 THEN SUM([Sales])
END

Add this measure to the Rows shelf on your sheet. Next, create a calculated field that colors the measures according to whether they belong to the positive or negative category. Click and drag this field to the Color property of the Marks Card:

CASE [Measure Selected]
WHEN 1 THEN “Positive”
WHEN 2 THEN “Negative”
WHEN 3 THEN “Negative”
WHEN 4 THEN “Positive”
END

Storytelling with Color Tips

I also created a dynamic measure label for my view, but it’s not necessary. Here’s the calculation in case you’d like to use it:

CASE [Measure Selected]
WHEN 1 THEN “Orders”
WHEN 2 THEN “Returns”
WHEN 3 THEN “Discount”
WHEN 4 THEN “Sales”
END

I added this calculated field to my title and added it as the axis label so both would be dynamic. Once you’ve selected the colors you want to assign to positive and negative, and made any formatting adjustments, you’re done! You can also consider adding an indicator for the coloring difference, which I would definitely advise if you plan to use this in a dashboard.

I hope you’ve enjoyed reading about three new ways to make lovely line graphs.

Happy vizzing,
Alyssa