Hot of the press with the release of 2024.3, Sean set this challenge to focus on the ability to use table extensions. As a result you will need at least v2024.3 of Tableau Desktop or Tableau Desktop Public installed. At the point of writing, this challenge cannot be completed on Tableau Public itself via web authoring though.

Build the scatter plot

Format Sales and Profit to be $ with 2 dp. Add Sales to Columns and Profit to Rows and add Customer Name to Detail. Change the mark type to circle, reduce the opacity to around 30%, add a blue border and increase the size of the marks. Format the zero lines to be more prominent. Add Segment to the Filters , select all options, and set to apply to worksheets > all using this data source

Build the table extension

On a new sheet, choose Add Extension from the marks type drop down, and on the add an Extension dialog, select the built by Tableau + Salesforce option and then select the Tableau Table option

Select Open on the next screen, and then select OK to the next dialog box.

Add Customer Name, Order Date (as a continuous exact date – green pill), Sales and Profit to the Detail shelf.

Move your mouse to be in front of the SUM(Sales) heading text, and then click on the sort icon that appears a couple of times to get the data sorted by Sales descending. Double click on the SUM(Sales) heading label and edit the label to just Sales. Repeat with the SUM(Profit) heading label.

Click on the context menu associated to the Sales column and select Format

Set the Formatting Type to be Data Bars and change the Fill colour to green

Format the Profit column to have a Formatting Type of Colour Scale and select a diverging colour palette

Click the Format Extension button on the Marks card shelf or the Table Settings icon on the formatting toolbar to load the Format Extension dialog

Change the options so Show Toolbar is Off, Show Column Filters is On and Show Excel Download is On

Adding the interactivity

Add the 2 objects into a horizontal container in a dashboard. Float the Segment filter control and verify changing the value affects both the scatter and the table.

Then add a dashboard filter action

Filter Table

On select of the Scatter, target the Table passing all fields. Show all values when selection cleared.

And that should be it. Unfortunately as Tableau Public doesn’t yet support the extension, I don’t have my published version to share.

Note – I did have some issues getting the table to ‘fit’ completely into the dashboard. I found if I used my larger second screen, ensured the application was maximised, then it would fit properly. Using the application on my laptop screen, it was sometimes a bit hit and miss. This has been raised to the development team.

Happy vizzin;!

Donna