How to show and hide underlying data points of a selected mark

Today learn how to show and hide underlying data points of a selected mark. When creating dashboards in #Tableau it is helpful to view the underlying data to better understand its shape. You can use a set of actions to switch from showing and hiding the underlying data. Here is how you do it. First, open the Global Superstore offered by Tableau and let’s start:

Step 1: Connect to data

In Tableau Desktop, connect to Sample – Superstore data provided by Tableau.

Step 2: Create a graph

→Add Category field on columns and AVG(Sales) to rows. Change Mark type to a circle.

→Create a set based on the Category field:

→Right-click on Category field → Create → Set → Select one of the categories → Keep the name as Category Set

→Create a calculated field named ‘Category Set Sales’:

IF [Category Set] THEN [Sales] END

→Drag ‘Category Set Sales’ field in the view to create a dual-axis chart → Synchronize axis.

→Drag Order ID to Detail mark of Category Set Sales

→Choose desired colours for Measure Names in Category Set Sales

→Drag SUM(Sales) to Detail mark of Category Set Sales

→Create a reference band:

→From Analytics Pane → Drag Reference Band in the SUM(Category Set Sales) box → Per Cell → Band from SUM(Sales)-Minimum → Band to SUM(Sales)-Maximum → Label: None → Tooltip: None → Uncheck Show recalculated band for highlighted or selected data points

→Add Set Action to update selected Category:

From Worksheet → Actions → Add Action → Change Set Values → Name it Update Category Set → Run action on Select → Set: Category Set → Clearing the selection will: Remove all values from the set

→Create a calculated field named ‘Dehighlight’:

‘Dehighlight’

→Place ‘Dehighlight’ field to Detail mark of All card:

From Worksheet → Actions → Add Action → Highlight → Name it Remove Highlight → Run action on Select → Selected fields: Dehighlight

→Create a calculated field named ‘Random’ (Random function works only on datasets in Extract or Excel formats):

AVG(RANDOM())

 Happy data analysis! Here is the video tutorial as well:

Click here to see the Viz on Tabeau Public

About btProvider:

We hold all possible technical and sales certifications for all products: Tableau Desktop, Tableau Server, Tableau Prep, Tableau Data Management.

With Tableau Software – the best data visualization platform – you can always understand your business or your job better. Using Tableau, you will take smart and strategic decisions and you will quickly understand the data flow, numbers and results it produces.

Are you interested in learning more about one of the best analytics tools and implementing the solution in the entire company? Contact us!