How much do these states contribute to the total?

By Week 20 of #WOW2020, Tableau v2020.2 was released, so guest challenger, Sean Miller, returned with a challenge to demonstrate one of the new bits of functionality that had been released – the ability to remove values from a set via dashboard actions.

Selected states on the map are highlighted and added to the list displayed on the right; clicking a state on the list then removed it from being highlighted on the map.

This felt like it should be straightforward, which was quite a relief after the last couple of weeks, and I’m hoping this blog doesn’t take too long to write 🙂

Spoiler alert! It was straight forward – hurrah! I do really value these ‘simpler’ challenges, when the main purpose is to introduce new features and functionality. In a business environment, it’s not always possible to work with the latest release, so having these challenges as a useful working example of a new feature to reference in future, is of great benefit.

So, if you hadn’t already realised, you’re going to need v2020.2 to complete this challenge, which you can get here , or you may need to use Tableau Public instead.

Creating the State set

Double-click State, double-click Sales and change mark type to Filled Map, and you’ve got your basic starting point 🙂

We want to be able to have different colours for the states depending on whether they’re in or out of a set of selected states.

Create a Selected States set by right clicking on State and selecting Create -> Set. Choose a random set of states.

Note – in v2020.2, the Selected States set is now just listed in the top left hand ‘dimensions’ pane (which also is now no longer labelled dimensions) with a ‘set’ icon to indicate its ‘data type’, rather than being listed in a separate ‘Sets’ section towards the bottom.

Drag this set onto the Colour shelf of the map. The states selected in the set will be coloured differently from the other states. Adjust the In/Out colour legend to suit.

Remove the map features

The displayed map in the solution is very ‘clean’; all labels,non US countries etc are hidden. This is set by selecting Map -> Map Layers from the top menu, and unchecking all the pre-selected Map Layer options.

Map Tooltip

The tooltip displays more measures than just the Sales, so we need some calculated fields

# Orders

COUNTD([Order ID])

# Customers

COUNTD([Customer ID])

Add these to the Tooltip shelf and adjust the display accordingly.

Creating the State List

There are several ways to build a basic list, but to get the formatting nicer, I created it using a bar chart as follows

  • Type in ‘Min(1)’ to Columns
  • Add State to Rows
  • Add Selected States to Filter shelf
  • Add State to Text shelf
  • Adjust Text to read ‘x <State>’ and format to white text, and align left middle

Adjust the colour of the bar to suit, then

  • Uncheck Show Header from the State pill in the Rows
  • Adjust the axis to be fixed from 0 to 1
  • Hide the axis.
  • Change the Tooltip text to ‘CLICK TO REMOVE’
  • Change the title to include the instruction

Invoke the Set Actions

Add both sheets to a dashboard.

Add a Change Set Values Dashboard Action to the Map sheet as below

As you click a state or select a group of states, it/they will be added to the list.

Add another Change Set Values dashboard action, this time based off the state list as follows

As you click on a state in the list now, it will disappear from the list and the state will no longer be highlighted on the map.

You will notice though, that as you click states on the map, your selections remain ‘selected’ until you click again. To fix this we need to use a little ‘true = false’ trick to ‘automatically deselect’ the states.

Automatically deselect states

Create new calculated fields called

True

True

False

False

and add both of these to the Detail shelf on the Map sheet.

Then back on the dashboard create a Filter action as follows

Building the Bar Charts

The above has completed the main part of the challenge and demonstrates the new feature, the option to Remove values from set in the Set Action dialog.

However Sean added some extra charts to the display.

Sales Chart

Add Sales to Columns and Selected Sales to Colour. Change Sales to be a Quick Table Calculation and set it to Percent of Total.

The tooltip and the chart title have additional information so we need

Total Sales

{FIXED:SUM([Sales])}

Sales of Selected States

{FIXED: SUM(IF [Selected States] THEN [Sales] END)}

% Sales of Selected States

[Sales of Selected States] / [Total Sales]

Format all these accordingly.

Add all these to the Detail/Tooltip shelf as required and amend Tooltip and Chart Title as necessary.

Orders Chart

This is pretty much the same as above….

Add # Orders to Columns and Selected Sales to Colour. Change # Orders to be a Quick Table Calculation and set it to Percent of Total.

The tooltip and the chart title have additional information so we need

Total Orders

{FIXED:COUNTD([Order ID])}

Orders of Selected States

{FIXED: COUNTD(IF [Selected States] THEN [Order ID] END)}

% Orders of Selected States

[Orders of Selected States] / [Total Orders]

Customers Chart

This doesn’t work quite the same (I only found out after the event), as a customer can order against more than 1 state it would seem. So while you’ll still need the following

Total Customers

{FIXED:COUNTD([Customer ID])}

Customers in Selected States

{FIXED: COUNTD(IF [Selected States] THEN [Customer ID] END)}

% Customers of Selected States

[Customers of Selected States] / [Total Customers]

we need to build it as a dual axis, with % Customers of Selected States on Columns alongside Min(1)

This should be all the building blocks needed. My published viz is here.

Happy vizzin’! Stay Safe!

Donna