Create basic charts: Bar, Stacked Bar, Line & Scatter in Tableau

Lukas Halim
A free video tutorial from Lukas Halim
Analytics Professional
4.5 instructor rating • 2 courses • 44,239 students

Lecture description

  • Create a bar chart

  • Create a line chart

  • Create a scatterplot

  • Create a stacked bar

  • Create a chart to show specific values (crosstab, highlight table)

Learn more from the full course

Tableau Specialist Certification Prep

Includes videos covering all exam guide topics, downloadable study guide, and THREE full-length practice exams!

02:20:41 of on-demand video • Updated August 2020

  • Prepare to pass the Tableau Specialist exam with the two included full-length practice tests!
  • Create live data connections and data extracts. Combine data sources with joins, blends, and unions.
  • Visualize with charts, charts, maps, and text tables. Combine views in interactive dashboards and stories.
  • Organize your data with filters, sorts, hierarchies, groups, and sets.
  • Understand difference between dimensions and measures, discrete fields and continuous fields, table calculations and aggregate calculations.
  • Answer knowledge based theoretical questions and hands-on questions on the Tableau Specialist curriculum topics.
English [Auto] If you take a look at the Tableau Desktop specialist exam guide there is a section called Exploring and analyzing data and under that there's a bullet saying create basic charts. And so if we start they're going to switch to Tableau and start working through those topic so first I'm going to open my s superstore data and bring in the other and start a new worksheet. And so I want to create a bar chart to begin with and so I'm going to look and see for horizontal bars what I need is I need at least one measurement and so if I add for example sales to my view then I have a very simple bar chart. It's only got one value right because there are no dimensions to create headers on the bottom. So I need to add a dimension down here so that I'll have headers. So I'm going to I could either drag it here or I could drag it down down here like this. Either way I'm going to drag the region pull over to columns and that's going to now create a header. However there's only one region my data set so that's kind of a boring header is just as s. So maybe I'll take that out. Let's do a different one. Let's try and product subcategory. So now I have a more interesting bar chart because instead of a single bar it's basically segmenting the data by the product subcategory. And so this is saying when I sum up the value of sales for all of the rows where the subcategories accessories I get a so total sales of twenty seven thousand two hundred seventy seven that's rounded but I can change that to format and let's see we can change our number format here to use more decimal places if we want. So now I see the duff seven five there. So what I can do it to one decimal place. I can I can adjust it basically. I can also change it to use a currency instead. Right so now it's got a dollar sign. So I can make some adjustments with the formatting. So here's my bar chart basic bar chart. And if I want to do a stacked bar chart I would need a second dimension right to suppose I want to have the segment in this as well I could do this add this here and now my bar chart those bars are now divided by the business segments. Now I can see all of the different product subcategories for each product subcategory the bar is divided by the segment. So basically the blue represents the consumer segment. The orange represents the corporate. And then the red represents the Home Office. If we click this we can actually see or hear there's a legend like it's hidden by the show me. But if I click the show me again and I'll hide it. Right so now I can see that there's this legend here that says Blue is consumer orange corporate and red is home office and also in the Marks area. It shows me that segment is represented by color so that each different segment is a different color. So that's one option that's a little more complicated bar chart. The other thing I can do is a side by side bar. Right so now I'm showing the consumer segment the corporate segment and the Home Office segment in different sections and then within each section it shows me all of the different products subcategories where I could switch it and move it this way. And now I see each product subcategory on the top with its own area and then within that next to it I see consumer corporate Home Office consumer corporate home office so this shows me each subcategory and then within each subcategory business segment the next topic is create a line chart and line charts are different from bar chart. In it they always involve a deep dimension. And so I'm gonna begin my line chart by adding order date and sales and then I go to the show me time and I select lines discrete. And so here is my line chart. And since it's a line chart using a discrete date what I get on the bottom is headers because when there's a discrete feel and this is blue indicating discrete I get headers if I switch to a continuous line chart I instead get an axis. And so we'll talk more in the course about the difference between discrete and continuous. But basically here's my continuous value until I get an axis versus my discrete and so now I get headers. So that's a line chart. And if I click the plus then it will expand and give me more detail on the line chart. So now I'm seeing the quarter and now I'm seeing the month and now I'm seeing the day right. So that and these are all discrete so each of these is a separate header but I can flip and do continuous and so now I see the daily scale the values on my line chart. All right. The next topic under basic chart is a scatter plot and a scatter plot is useful for looking at two measures and seeing how they vary in relation to each other. So the obvious one here would be profit and sales. And so now I just get one dot because it's showing me overall what the sales and the profit are. If I do disaggregate then I'll see dots for every single transaction in my data set right. Each of these represents only one transaction here. So this is just saying for this particular order the profit was this and the sales were that right for this particular point. But if I remove irate measures then I can see for example how the total sales and the total profit vary by product name. Right. So what which product has the highest total sales. Right. It's this one. And however it is you see it has negative profit. Right. So this one it looks like it's it's good on both the profit and the sales they're both positive.