- What's up, everybody?
I'm Brian Tong, your guide to all things Salesforce,
and this is Salesforce Explained.
It's the series where an actual human,
yes, that would be me,
answers all your burning Salesforce questions.
So tech speak?
Hey, forget about it.
If I need to get techy,
I'll just leave the jargon out of it.
Okay, so before we jump in,
make sure to subscribe to the Salesforce channel
and turn on those notifications
so you never miss an episode.
Now, today, we're gonna chat about charts and graphs
using Tableau from Salesforce.
Since 90% of information transmitted to our brain is visual,
it's a huge motivator to master the art of the chart.
Now, this episode will highlight
five of the most useful charts and graphs using Tableau,
and I'll even throw in a few pro tips just for fun
because, come on, I'm good like that.
Charts and graphs help bring your data stories to life,
so when it comes to data storytelling,
come on now, no one does it better than Tableau.
And sure, you can create a chart from spreadsheets,
but can you make your charts do this?
Or this?
Yeah, that's fancy-shmancy.
From comparing sales trends,
to analyzing call center KPIs,
or even showing the boss why you deserve a raise,
Tableau visualizations will help you get your point across.
So be sure, DM me on the Slack when you get that raise.
Okay, are you inspired to get visual with Tableau?
I like to say
♪ Let's get visual, visual ♪
So, (clapping) let's kick things off with that fan favorite,
the bar chart.
Bar charts are one of the most common types of data vizzes,
but don't let their simplicity fool you,
you can use them to quickly compare data across categories,
highlight differences, show trends and outliers,
and even reveal historical highs and lows at a glance.
Now, let's take a look at a classic example in Tableau.
This bar chart shows sales by sub-category
and is colored by profitability
to easily see your most and least profitable sub-categories.
The tooltip shows more detail,
and bar charts are especially effective
when you have data that can be split
into multiple categories.
For example, volume of shirts in different sizes,
website traffic by referrer,
or percent of spending by department.
This viz illustrates some of the things that you can do
to add more impact to your bar charts.
Try using stacked bars or side-by-side bars.
It's a very effective way
to help you break down your data even further,
giving more depth to your analysis.
And hey, you can even combine bar charts with maps.
We'll talk more about maps a little more in a minute,
but did you know that using a map as a filter
lets viewers drill down and find detailed answers?
(laughing) Yeah, talk about a boss chart move.
Okay, next up, the line chart, or line graph.
If you've got several really distinct data points
and you need to present them as one continuous evolution,
the line chart is a fine chart.
- Boo. - Oh, don't be mad,
I've got so many more for you.
Now, use line charts to view trends in data,
usually over time, like year-over-year email click rates,
or seasonal inventory fluctuations.
Line charts are a simple, straightforward way
to visualize changes in one value relative to another.
But line charts, they aren't limited to time.
Any dimension, like date types, time intervals
and other ranked data
can be used as the horizontal axis.
Now, this chart here shows forecasted sales by segment.
The bands of color on each line chart
show a confidence range,
that is, the probability that results
will fall between a set of values.
And this added detail really adds depth
and meaning to this visualization.
So are you ready to make a line chart?
Well, here are a few recommendations.
Try combining line charts with other charts.
And in Tableau, you can even animate them
to show progression over time.
Showing two kinds of information on the same axis
adds powerful context to your data.
And you can also shade the area under the lines.
Shading the area under line charts
provides an immediate visual cue.
And then when your viz includes multiple lines,
hey, use multiple colors.
That way, the viewer can see
each line's relative contribution to the whole.
Okay, our third type of chart, or graph,
pie charts, that is.
Mm, mm.
Yeah, if you can stand my bad puns,
I'd like to say that a pie chart
is a berry powerful way
to add detail to other visualizations.
(crickets chirping)
Okay, stick with me,
I know you love it, some of you.
It's important to know that a pie chart
doesn't give the viewer a way to quickly
and accurately compare information.
Key points can get lost,
and this visualization shows a few pie chart variations
that can provide more clarity,
and also make it easier
for the viewer to gain understanding.
Now, here are a few tips to make a better pie.
So first up, limit the number of pie wedges.
See, if you have too many proportions to compare,
the viewer may have trouble getting meaning from the chart.
Just think beyond the pie,
and use similar charts like a sunburst
with categorical breakdown,
a radial to better compare size,
and donut for additional summary context.
Now, our fourth type of chart, or graph, is a map, right?
We talked about earlier,
so let's drop a pin on this one.
Maps are a no-brainer for visualizing
any kind of location information,
whether it's postal codes, state abbreviations,
country names, or your own custom geocoding.
Now, if you have geographic information
associated with your data,
consider creating a map,
because maps are just a logical way
of showing how location correlates
with trends in your data,
and Tableau makes mapping really intuitive and fun.
So take a look at what I'm talking about.
This map shows median home prices in the US.
There are colors that are used to show the differences
between similar median-priced homes.
And here are some suggestions
to make your maps memorable.
Try using a map as a filter
for other types of charts, graphs and tables
so viewers can see large trends at a glance
and use filter actions to quickly investigate even further.
Now, here, you can see how the map and the legend
are connected with highlighting
to make it easy to identify the highest
or lowest median-priced counties.
Maps also don't have to be maps.
Yeah, you can use mapping concepts
to just create stunning visualizations.
Now, marks can be overlaid
to show individual data points with more precision,
or you can try varying their size
to add more visual detail to your analysis.
And that's a wrap on maps.
(audience clapping)
And finally, got dozens of data points?
Why not scatter them?
Yeah, a scatter plot presents lots of distinct data points
on a single chart
and is an effective way to explore the relationship
between different variables,
like showing if one variable
is a good predictor of another,
or if they tend to change independently.
Now, you can enhance your scatter plot
with analytics like cluster analysis or trend lines,
like this, for example.
Now, this scatterplot shows obesity rate across by US county
and prevalence of food insecurity,
exercise frequency and smoking.
Now, the color indicates low to high obesity percent
of the adult population.
And when you're creating a scatter,
look, here are a few tips that matter.
(crickets chirping) (bell dinging)
Use cluster analysis to identify segments.
Cluster analysis groups data points into distinct segments
based on the variables that you choose.
So in this case, we clustered by obesity prevalence.
And definitely, hey, try highlight actions.
By adding a highlight action to your scatter plots,
quickly see which points have attributes in common,
without losing sight of the rest of the dataset.
Now, you've seen in this video
just how Tableau can bring your data to life
with rich, interactive dashboards.
Whether you're a data newbie
or a team leader who creates reports on the daily,
Tableau makes it easy for you to get vizzy with it.
And once you've experienced
your first, "Aha," moment with Tableau,
oh, you're gonna be hooked.
I mean, if you don't believe me, ask our community,
they know what's up.
So shout out to the DataFam,
I see you out there, vizzing like bosses.
I mean, you are truly all the best in the vizness.
Okay, look, I've talked enough,
but the learning doesn't stop here,
click the link on screen
to learn how Salesforce uses Tableau by Salesforce.
And you know what?
We'll see ya next time.