If you develop dashboards and work with data visualizations regularly, then you probably find yourself loathing the moment you are asked for a table of data. You probably think to yourself: “why do they want a table?!”.
The reality is that people love tables. They offer a consolidated form to input several key metrics, identify trends and outliers, and make decisions without having to click around or run multiple reports.
And just because they want a table doesn’t mean you have to give them *JUST* a table. First, be sure to follow some of the tips for our Ultimate guide to Tables in Tableau. At minimum, it will help with formatting your tables.
Before we jump into the 26 examples, let’s start with a base table. You’ll notice we have a few metrics: Revenue, Margin as total, margin at percent, and total customers. This is broken down into 17 sub-categories.
Let’s start with our base table!
Tip #1: Bold Text
By changing the font style your audience can call out key values–in this case values hitting their targets.
Tip #2: Text Color
The same could be done with just a change in color. Here, non-profitable sub-categories are red.
Tip #3: Highlight Table/Heat Map
I like to break up my tables with a single column heatmap/highlight table.
Tip #4: Top/Bottom 3
Instead of highlighting all values you could highlight the top and bottom values.
Tip #5: Status Dots
Add dots in a single column showing the status of each sub-category.
Tip #6: Indicator Dot
Or a single indicator dot. In this case it’s highlighting values NOT hitting their monthly target.
Tip #7: Additional Text for Context
Adding additional text in a cell provides context to a value or label.
Tip #8: Arrows as Text
With arrows both direction and color can highlight progression of a value. We can place these arrows in as text.
Tip #9: Arrows as shape
Or change the shape of the column to arrows and highlight values the same way.
Tip #10: Bar charts
One of my favorites is adding an in-line bar chart.
Tip #11: Two-sided bar charts
In this example I’ve experimented with positive bars to the right of the text and negative bars to the left of the text.
Tip #12: Cleveland dot plot
An alternative to bars are Cleveland dot plots.
Tip #13: Sparkline
Sparklines can be used to show monthly patterns. Here we use red and blue dots to highlight the local minima and maxima.
Tip #14: Zero-centered Sparkline
One alternative sparkline is centering the first value at 0%. This allows to track percent change from the original value.
Tip #15: Spark Bar
In addition to spark lines, you could use spark bars. Here you see a nice month-over-month bar chart for percent of margin.
Tip #16: Icon in header
I often use some sort of icon or image in the header to help distinguish members.
Tip #18: "More" Arrow
Perhaps my favorite is providing a more arrow that includes a go to dashboard action plus a parameter to drive to a custom dashboard.
Tip #19: Rank
A simple way to break up things is by showing the rank before any values in the table.
Tip #20: Rank with Change
While I like rank, I prefer to include change in rank from one time period to the next. This provides even more context to the value.
Tip #21: Stars
Sometimes i like to add stars to show projections. These combine the traits of bar charts with dot indicators.
Tip #22: Filled Dots
Filled dots are identical to stars but also showcase the potential of values not filled.
Tip #23: List in a Table
Sometimes additional context is needed by listing values. Here I show the top 3 selling products in each sub-category.
Tip #24: Filled Rank
One alternative to the rank chart is to add rank and color.
Tip #25: Top 3 with Icons
Or just to show the top 3 values.
Tip #26: Percent to Progress
Finally, a great option is to show a percent-to-progress chart directly in the table.