Learn how to build a wide range of Tableau chart types—from heat maps and highlight tables to donut pie charts and flow maps—by understanding the data combinations and formatting techniques involved. This article covers essential visualization methods and offers practical steps for customizing and optimizing each chart for clarity and insight.
Key Insights
- Understand the data requirements for various chart types in Tableau: heat maps use color to show data variation with dimensions and measures, while density maps require geographic dimensions to display intensity.
- Follow a step-by-step process to create a donut pie chart by layering two pie charts using dual axis and formatting one as a white circle to create the central space.
- Noble Desktop’s training provides exposure to advanced Tableau visualizations such as bullet graphs, flow maps, and Gantt charts, helping users visualize data performance, movement over time, and project timelines.
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.
More chart types. I don't have too much to tell you in this section. I think the only other little thing I'll do is maybe create a donut pie, but here we just show you a showcase of different chart types that you could create in Tableau.
So these are the Tableau chart types. This is a heat map and we give a little explanation for each and what you'll need, either a dimension or measure for this one, at least one or more to create a heat map. The heat map doesn't actually have to look like a map.
The heat map simply shows data values depicted by color. For a heat map in Tableau, you will need one or more dimensions, one or more measures. Density maps.
Density maps are what most people are thinking of when they think of a heat map. For a density map Tableau, you will need in Tableau, you will need one or more dimensions, one or more measures. One of the dimensions must be a geographic coordinate.
Highlight table. Highlight tables are used to compare categorical data using color. You'll need multiple dimensions and a measure.
In this example here, columns is the segment, rows is the region and subcategory, and marks is for the color mark, it's sum profit. So you can create this if you follow these instructions for adding fields to columns, rows, and choosing sum of profit or just profit for the marks card. Pie chart.
We know how to create this. This is the first chart we created. The only thing we didn't go over here is how to create a donut pie chart.
These are the instructions for creating a donut pie chart. So I'll create it quickly here with you. Doesn't take that much to create it.
So I'm going to go over and create a new sheet. And what do I want to use for this? Create a calculated field with a value of zero. And create a pie chart.
This is related to the salaries. So let me just make sure. Okay.
So I'm going to go create a calculated field. And I'm going to call it zero. And I'm just going to type zero.
And I'm going to click okay. All right. So I want to create a pie chart.
So I'm going to drag the zero field to the row shelf twice. So let me create a pie chart. I'll go here.
I need one or more measures. Let me see. I'll choose the base salary.
And I don't want to do country. Maybe I'll do club. I'll click that.
There we go. This is the base salaries per club. Let me change this over to entire view.
There you go. All right. Now what I would like to do is take zero and move it into columns.
And then take zero. Well, I can copy it and duplicate it. And there we go.
Now I have my two marks cards. I want to increase the size a little bit. So that's nice.
They both change size at the same time. Probably could have done that from all. Okay.
So this is a pie. That's completely fine. This should stay a pie.
This over here, that should be a circle. Also, all this stuff, I don't need all this stuff. This is not a pie chart.
So I don't need this. I don't need this. I don't need this.
Now what I need to do is change the color of this circle. I want it to be white. I know I can't see it now, but I'm going to go here and change the size.
You can't really see the size changing because it's white. Now what do we want to do? We want to click the drop down here and choose dual access and bring them together. Now I'm going to change the size of the larger pie and make this a lot wider.
I'm also going to do the same with the circle that's in the middle. I'm also going to drag this out. Maybe that's too much.
Okay. That's really good. Now I'm going to go back here and I want to display some values.
I'm using the base salary, so I'm going to drag that over to color. Sorry. Not color.
Labels. Sorry. I'm getting tired.
Labels. There we go. Wow.
That's a lot of money per club. Maybe I want to change that value. I'm going to go to club here and format numbers, currency, display units, thousands.
Decrease the decimal. Millions. All right.
Very good. I did it all. I should have looked at the instructions, but I didn't have to.
I just knew what I needed to do. For the access, I can edit this. I don't want to see zero here, so I can take that out.
I'll close that. I can go take out the lines. I'll take this out as well.
I don't want to see zero here. Edit access, and I'll take out zero. I wanted to do that quickly.
I did. That's how you can create a donut pie chart. There's more room to look at the individual colors, and when I hover my mouse, I don't have to worry about going to these small areas here.
I can go to the outside edge and see the information. Let me bring in the club, since that was what I'm using. I'll take club and bring that in as a label, and I'll move the label above the value, and there we go.
So, that is a pie chart. I'm pretty sure they used other values, because I have many more bands than this. Stacked bar chart, aka start stacked bar graph, extends the standard bar chart from looking at numeric values across one categorical variable to two or more.
Column header on a stacked chart, so you can use this feature from the analytics sidebar. You'll drag a reference line onto the worksheet and drop it on a cell. The editor in the editor is set how the line should display.
If you have a threshold where people need to meet a certain value, then you can drag that line into the chart, like with columns, and then you can see where the line goes all the way across all the bars. This is a little different for the stacked header. It looks like it's per individual bar, but you can have one that is consistent across multiple bars.
That's also in an analytics sidebar. Side-by-side bar, so we did this. Scatter plot, histogram, box and whisker, Gantt chart, that is possible.
Creating a range calculation, this can show you the difference between two dates. There's a function called dated diff, so you can take a look at the difference between order date and ship date when someone orders and when things ship. Bullet, a bullet graph is a variation of a bar graph developed to replace dashboard gauges, so like a gauge chart, and also meters.
A bullet graph is useful for comparing the performance of a primary measure to one or more measures. That almost looks like a race. And so they give you some suggestions and guidelines for how you can create one.
Select two related measures, choose bullet chart from the show me menu, and add a dimension to rows. The flow map, this looks very artistic. Flow maps are great for when you want to show where something went over time such as the path of the storm.
Aliases, we took a look at this. Someone misspells Mississippi, you can correct it. And that is all the topics.
Of course, there are more topics than this. You'd be surprised. I've seen courses for Tableau that are about, that are over 50 hours, maybe even 60 hours.
There's so much in the program, but you may not need to know everything. Just like they say, sometimes we use only 10% of our brain, but we're still able to get things done. But the more time you spend with the program, you'll be able to answer some of the questions I was not able to answer as you spend more time investigating.