Learn how to effectively manage labels, tooltips, and formatting in Tableau to create clear and informative visualizations. Understand how to control label alignment, visibility, and the default formatting options for axes and headers.
Key Insights
- Labels in Tableau can include multiple fields such as sales and quantity, and their order can be customized by dragging fields within the Label shelf.
- You can control tooltip content by including or excluding fields like quantity using the "Include in Tooltip" option from the field's dropdown menu.
- Noble Desktop demonstrates how label alignment can be adjusted manually, overriding the automatic setting to switch between vertical and horizontal display, depending on space constraints and user preference.
Note: These materials offer prospective students a preview of how our classes are structured. Students enrolled in this course will receive access to the full set of materials, including video lectures, project-based assignments, and instructor feedback.
Labels. So again, my pictures are off, but these are the exercises that we did with paper clips for the subcategory group and also for sets. Yeah, I have to fix my images.
If I wanted to add a label, I could take any field that I want to bring in as a label and add it there. It doesn't necessarily just have to be sales. If I want to see the quantity that made up these sales, I can take the quantity field and move it over into label.
And now I see the quantity for each of the sales. This is not the sales. It wouldn't be appropriate to put this in currency.
This is showing me the quantity. Let's see this. If you hover over your tool tip, you'll see whatever you have in the visualization.
So I have the subcategory above 100,000 finders. The quantity is the amount and the sales was 203,000. What if I didn't want to see quantity as part of the tooltip? If you didn't want to see quantity as part of the tooltip because it automatically gets added there, you can click the drop down for quantity and there's an option called include in tooltip.
You just uncheck that. And now when you hover over, it's not there. If you change your mind and you want to add it, go back, click the drop down, and then you want to look for include in tooltip.
And that adds that there. And now when you hover your mouse, you'll see it. Let me see if we went over this already.
Move sales into labels. Yep. I told you can move you can add more labels like quantity.
If you want to see more than just one, you can choose other things you want to see. I want to see sales and quantity. So I'm going to take sales and I'm going to move it over into label.
Now I see the sales and the quantity. I would like to see the sales above the quantity. I'll drag this right above and now I change their position.
If I go the tooltip, that's what I'll see. Some of you, when you brought labels into your visualization, the labels may have looked weird. I'm going to take quantity out for a moment.
Some of you may have not said anything about this. I'm going to change this to fit height. Depending on the size of your bar graph, you may have vertical values.
Now I would have to have a lot more bars so that it wouldn't have to squeeze it as much, but this is something you can control. By default, this is happening automatically, but you can go to label and you can override the alignment. I can go here and say, you know what, you're making the direction vertical.
I would like to change it to horizontal, but you're not going to have enough space and I can say I don't care. I would like to have it be horizontal. So let's see.
I don't want to do, there we go. Just got to click a little more. Now what it'll do is it'll make a decision as to whether or not the numbers will fit and if it can fit, it will show it, but to make your visualization look good, if it thinks it's too large to fit, it will hide it.
If you go to automatic, you'll let it decide how to handle this. So that's something else I wanted to mention about labels. I can go and choose entire view.
All right. Yep. We address that.
What if your labels are displayed vertically? This again depends on the size of your screen. Also resizing the canvas does this. Yep.
We did the adjustment on the alignment right on track. We covered this as well. Formatting can be done for the access as well as the pane.
If you choose default, you'll get currency all around and you might need to go in and change the access to increments of a hundred K. Okay. Format sidebar. Yep.
You can control the fonts from there. Access control handles the breakdown of the values. You can also format subcategory from the header by right-clicking anything.
I'm going to take a look at access.