Tag: VIT

Can you make a dynamically highlighting tooltip?

Donna ColesLeave a comment

For #WOW2025 Week 25, Kyle challenged us to make use of Set Actions to recreate a viz where the ‘viz in tooltip’ updates based on the option the user interacts with on the base viz.

Modelling the data

The excel file provided contained 3 sheets which needed to be combined to use for this challenge. My data model looks like this

Attendance is related to Divisions on the fields Tm = Team

Attendance is also related to Record on the fields Tm = Tm.

Building the Base Bar Chart

On a new sheet, add Division to Rows and Attend/G to Columns changing the aggregation to AVG. Sort the data descending.

Change the Colour of the bars to dark grey and show mark labels to display the average attendance per game value. Add W-L% and Est.Payroll fields to the Tooltip shelf and set both to be AVG. Format Est. Payroll to be $ with 0dp. Format W-L% to be formatted to 3dp, but then adjust again and use a custom format to remove the leading 0 (,##.000;-#,##.000)

Format the label to be bold and to match mark colour. Format the row labels, remove the row label heading (right click > hide field labels for rows). Hide the axis and remove all gridlines, axis rulers etc. Update the viz title and name the sheet Bar-Division or similar.

Build the Scatter Plot

On a new sheet add W-L% to Columns and Attend/G to Rows, setting both the use an AVG aggregation, and then add Tm (from the Attendance table) to Detail. Adjust the W-L% axis so it doesn’t always include 0 (right click axis > edit axis> uncheck include zero). Adjust the title of the axis too. Adjust the title of the Attend/G axis too. Change the mark type to circle and increase the size.

We need the chart to show a difference between the marks related to a selected Division and those which aren’t. Create a set from the Division field (right click the field > create > and select NL West.

Add Division Set to Colour and adjust accordingly. Add a dark grey border to the circles. Remove all gridlines and name the sheet Scatter or similar.

Build the Attendance by Team Bar Chart

On a new sheet, add Tm (from the Attendance table) to Rows and Attend/G to Columns, setting the aggregation to AVG. Sort descending. Add Division Set to Colour.

Create a new field

Label Attendance

IF [Division Set] THEN [Attend/G] END

and add to the Label shelf. Format the label so it is bold and set to match mark colour. Hide the row label heading and the axis. Hide all gridlines, zero lines et. Name the sheet Bar-Team or similar.

Adding the Viz in Tooltip

Navigate back to the Bar-Division sheet. Update the Tooltip to reference the Division and the other top level measures. I used a double tab between the headings on one line and again on the values on the next line to make the information line up on hover (even though they look misaligned on the tooltip dialog).

To add each sheet to the tooltip, use Insert > Sheets button in toolbar and select the Scatter sheet and then press tab and select the Bar Team sheet.

Then adjust the text inserted so both filtering sections state filter=”None”. This stops the VIT filtering out by default all the data that isn’t associated to the selection you’re coming from. Adjust maxwidth and maxheight to 350 (I had it set larger, but then it didn’t display properly on Tableau Public, so had to adjust there.

Adding the interactivity

Create a dashboard and add the Bar-Divison sheet. At this point showing the tooltip on each bar will always show the information related to NL West since that was the option selected when we created the set. To fix this, create a new dashboard set action

Set Division

On hover of the Bar-Division sheet, target the Division Set, and assign values to the set. When the selection is cleared, keep set values. Only allow this to be run on single-select only

And now as you hover over different bars, the highlighted circles and bars in the viz in tooltip will change.

And that’s it. My published viz is here.

Happy vizzin’!

Donna

Can you combine part-to-whole and comparison?

Donna ColesLeave a comment

Sean’s #WOW2024 challenge this week was to visualise the comparisons between different entities within a limited space, by using a Viz In Tooltip (VIT) to provide additional information on hover.

Building the Treemap

Add Sales to Size, Category to Colour and Sub-Category to Detail to create the basic tree map. Tableau will automatically define the layout based on the space available, and you can’t control this, so don’t worry if it doesn’t match the final output.

Move Sub-Category from Detail to Label and add Sales to Label too. Format Sales to to be $ at 0dp, then adjust the Label as required.

Crete a new field

Rank

RANK(SUM([Sales]))

Format the field so it is formatted to be a whole number with a suffix of .)

Convert to discrete and add to the Detail shelf. Adjust the table calculation and verify it is computing by both Category and Sub-Category – this ranks every cell from 1 to 17 based on the Sales.

Adjust the Tooltip to just show the Category, Sub-Category and Sales data.

Name the sheet TreeMap.

Building the bar chart (the VIT)

On a new sheet add Sub-Category to Rows and Sales to Columns. Sort by Sales descending. Add Category to Colour and adjust the opacity to around 30%. Manually widen each row.

Add Sales and Sub-Category to Label and adjust to get the correct layout and then align left middle.

Add Rank to Rows after Sub-Category. Hide the Sub-Category field (uncheck show header).

We need to identify a row that has been ‘selected’ by the user. For this we need a parameter

pSelectedRank

Integer parameter defaulted to 0

Show the parameter on the page. We need to indicate which row is selected.

Selected Rank Indicator

IF [Rank] = [pSelectedRank] THEN ‘●’ ELSE ” END

Add this field to Rows before Rank, then update the pSelectedRank parameter to a valid number, eg 5.

Hide field labels for rows, make the Selected Rank Indicator and Rank columns narrower. Adjust alignment of columns and increase the font size of the Selected Rank Indicator column.

Hide the Sales axis, remove all gridlines, zero lines and row & column dividers. Format the Row Axis Ruler to be a black line.

We only want a subset of the rows to show – those that are 2 below and 2 above the selected rank. Create a new field

Rank in Range

([Rank] >= [pSelectedRank]-2) AND ([Rank]<= [pSelectedRank]+2)

Add this to Rows in front of Sub-Category. The bar chart will split.

We only want to see the ‘True’ rows. You can do this in 2 ways.

1 – Click on the word True and select Keep Only from the dialog box displayed. This will add Rank in Range to the Filter shelf

or

2 – right click on the section with the False records and select Hide from the context menu. The rows associated to False will disappear but won’t actually be filtered out of the view (this is what I did)

Hide the Rank in Range column from showing (uncheck show header). Name this sheet VIT or similar.

On the TreeMap sheet, update the Tooltip to show the VIT worksheet (via Insert > Sheets). Adjust the code snipped inserted so the filter property = “” (ie no filters are passed and the complete viz is displayed).

If you test it from the worksheet, and still have the pSelectedRank set to 5, you should see the same set of bars regardless of which part of the TreeMap you hover on.

Applying the filter

Create a dashboard of the required size and add the TreeMap sheet. Set the viz to fit entire view. It’s likely it will now rearrange itself to (nearly) match the solution.

Add a parameter dashboard action to set the selected rank

Set Rank

On hover of the TreeMap sheet, set the pSelectedRank parameter by passing in the value from the Rank field aggregated to nothing. When the selection is cleared, set to 0.

Hovering over the dashboard should now update the display in the VIT to ‘focus’ on whichever Sub-Category has been selected on the TreeMap.

My published viz is here.

Happy vizzin’!

Donna