I’ve recently had a fantastic run of totals-based discoveries. I’ll admit – I’ve overlooked the humble Totals feature. At the Tableau Conference, a friend showed me how the space and marks created by adding totals can enable new spacing and labeling configurations. Not long after, I had the opportunity to apply the technique in a new creative way.

This tutorial will guide you through three tricks that have been successfully implemented in real projects. These examples build on existing Playfair methods, including charts from our Beautiful Bar Charts and Brilliant Bullet Graphs posts.

 

Subtotals make space for top-aligned labels

Adding subtotals to these rounded bars creates space for the top-aligned labels.

Before After Spacing gif

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Rounded bars are one of Playfair Data’s signature charts. Labels above each bar allow the chart to fit into narrower spaces than traditional left-side headers. However, the topmost label can be cut off by the top of the worksheet.

Not Enough Space

Subtotals can create space for each label, including the top bar. If you would like to follow along, set up your initial view by creating a rounded bar chart with the labels aligned to the top left. If you need help with the set up, I recommend reviewing 3 More Ways to Make Beautiful Bar Charts in Tableau.

Next, add a second copy of your row dimension to the Rows shelf. One easy way to do this is to hold the Ctrl key while you left-click and drag the duplicated pill next to itself.

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Now we’ll turn on subtotals which you can do by navigating to Analysis > Totals > Add All Subtotals. 

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Then move the subtotals to the top of each row. This setting is under the same Totals menu, listed as Column Totals to Top. 

Add Subtotals Process

Finally, resize your rows as needed and update the border formatting. At this point, your rounded bar charts should look similar to this:

Subtotals reserve space for labels

Tableau Formatting Series: How to Use Lines and Borders

 

Separate bullet chart reference lines

Adding subtotals to this bullet chart creates separation between the reference lines.

Before After Ref Line Gap

Tableau doesn’t have a way to control the size of a reference line, so the reference lines for each bar fill the entire row height, meeting when they share values. This isn’t necessarily an issue, but sometimes we want the bars to stand out independently.

Ref Lines Touching

When we want visual separation between rows, subtotals create space between reference lines.

Start the tutorial by creating a horizontal bar chart with a reference line. Set the reference line scope to ‘Per Cell’.

Bring a second copy of your row dimension to the Rows shelf.

Navigate to Analysis > Totals > Add All Subtotals to turn on subtotals.

In the same Totals menu, select Column Totals to Top to shift the subtotals to the top of each row.

Process

Then adjust row height, mark size, and formatting to finalize the view. Now we have reference lines that don’t extend to the entire height of the cells and we didn’t need to use the dual axis for this formatting trick!

Subtotals create gaps in the ref lines

 

Show totals without overwhelming the axis

There is a way to show the totals label without showing a totals bar!

Before After Skewed Axis

Totals and subtotals add helpful context to bar charts, but the longer bar length for the totals row can overwhelm the axis. The problem with this default behavior is that when the grand total is on a drastically different scale than the dimension members that make up the total, the rest of the chart can be harder to analyze.

Total Skews Axis

Fortunately, my third and final new hack is a way to show the totals label without showing a totals bar!

First, create a horizontal bar chart and turn on totals. Click on the measure pill on your Columns shelf and look at the Total Using settings. Change the value to hide; this will make the totals bar disappear.

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Next, move your measure from the Columns shelf to the Size property of the Marks card. This creates a slightly different bar chart, one with no axis and with a mark in the totals row. Bring a new copy of the measure onto the Label property of the Marks card to add a label to the totals mark.

Finally, hide the totals mark. Add the dimension from the Rows shelf to the Color property, and set the color of ‘Total’ to the chart background color.

Trick 3 Process

Now the totals label appears below the bar chart in its row, with no bar. The axis length is set by the longest bar, not the total value.

Total Label no Bar

Even after 10 years of using Tableau, I’m still picking up new tricks! This year has transformed how I use totals and subtotals, and the tricks they enable. I hope this tutorial inspires you to try something new with these features!

Thanks for reading,
Felicia


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