Heat map tableau

Heat map tableau DEFAULT

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Heat maps are a visualization where marks on a chart are represented as colors. As the marks “heat up” due their higher values or density of records, a more intense color is displayed. These colors can be displayed in a matrix / crosstab, which creates a highlight table, but can also be displayed on a geographical map or even a customized image – such as a webpage used to show where users are clicking.

That being said, heat maps are defined somewhat differently in Tableau, and this post shares how to create a Tableau heat map. If you are interested in creating a traditional heat map using a custom image, see the post, How to Make Small Multiple Stadium Maps in Tableau.

Heatmaps vs Highlight Tables

To first get more specific about how Tableau defines heat map, let’s take a look at the requirements to draw a heat map under Tableau’s Show Me options.

“For heat maps try 1 or more dimensions and 1 or 2 measures”

This is very close to the requirements for drawing a highlight table with Show Me:

“For highlight tables try 1 or more dimensions and 1 measure”

The key distinction between the two chart types is that with a heat map, you are able to encode the marks by one additional measure. With a highlight table, you’re only option is to color the marks by one measure. Since you can only color marks by one thing at a time, your encoding is limited to exactly one measure. With a heat map in Tableau, you can color the marks by one measure, but also size the marks by a second measure. Depending on your analysis, this additional encoding can add value to your visualization.

Creating a Heat Map

Let’s say we’ve been tasked with evaluating the product sub-category sales in the Sample – Superstore data set by Month of Order Date to see if we can identify any seasonal trends in the data. The element of time (Month of Order Date) may give you the instinct to go with a line graph for this analysis, which would look like this:

Tableau Line Graph Sub-Category by Month Sales

As you can see, this graph is a bit of a mess. The 17 lines are causing a lot of overlap and several of the sub-categories at the bottom are on a much smaller scale than the rest, making it challenging to gain insights. In this case, a heat map may be a better option.

To create a heat map in Tableau, start by laying out the rows and columns which will serve as the grid for the visualization. We would like the months in this analysis to be listed along the top of the view. Since the months will create columns, we know that we should put the Month of Order Date dimension on the Columns Shelf. Conversely, we would like each sub-category to have its own row, so we will place that dimension on the Rows Shelf.

Tableau Sub-Category by Order Date Crosstab

By default, the mark type is set to Text. We prefer Tableau heat maps to be created with circles, so we will change the mark type to circle to lay the foundation for the view. The Shape or Square mark types are also good choices.

Tableau Sub-Category by Order Date Circles

Encoding

Now that we have a mark at each intersection of Sub-Category and Month of Order Date, we can encode them by two measures; one which will determine the size of the marks and one which will determine the color intensity of the marks. This encoding is produced by placing the measures we want to encode the marks by onto the Size Marks Card and Color Marks Card, respectively. For my first analysis, we will size and color the circles by the same measure: Sales.

Tableau Sub-Category by Order Date Sales Heat Map

This visualization uses the exact same fields as the line graph above, but it is now much easier to compare sub-categories within a specific month (reading the chart vertically) or compare the seasonality across each sub-category (reading the chart horizontally). The “double-encoding”, where the size and color are both based on the same field, are meant to help the insights ‘pop’. However, you have the option to use one measure for the size, and a different measure for the color. For example, here is what the heat map looks like if we size the circles by the Quantity measure instead of sales.

Tableau Sub-Category by Order Date Sales and Quantity Heat Map

With this analysis, large and light circles would mean that a sub-category sold a relatively large quantity but made a relatively low amount of revenue: low sales per item. Conversely, small and dark circles would mean the sub-category sold a relatively small quantity, but generated a relatively high revenue: high sales per item.

Beware that this type of mixed encoding can be confusing for end users unless you explicitly state what the size and color represents. Despite some of their limitations, Tableau heat maps provide a viable alternative to a line graph or highlight table if you need to compare dimension members with varying scales across multiple measures.

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Sours: https://evolytics.com/blog/tableau-201-make-heat-map/

How to Create Tableau Heatmap

Tableau heatmaps

Tableau heatmap is a visualization where marks on the view are represented using color. And as the density of records increases per mark, a more intense color is displayed (heating up). When displayed as a crosstab – it forms a highlight table.

Heatmaps can also be displayed in geographical maps to show trends and patterns (density maps).

Heatmaps Vs Highlight tables

Looking at the Tableau Show Me tab, the process of creating a heatmap requires,

  • One or more dimensions against

  • One or two measures.

While creating a highlight table requires,

  • One or more dimensions against

  • One measure.

Therefore, we can say the key distinction between a heatmap, and a highlight table is - for heatmaps you can encode marks with two measures (e.g., you can encode a mark using size and color), while for highlight tables you can only encode a mark using one measure i.e., color.

Step by step guide on how to create heatmap in Tableau

First let us build the view layout,

In this case using Sample-Superstore data, I will build my layout as follows,

  • Drag Order Date to the columns shelf.

  • Drag product Sub-Category to the rows shelf.

  • Drag Sales to the text shelf.

Tableau cross tab
  • Under Show Me Tab, select ‘Heat Maps’

Tableau show me tab

Executing this we’ve.

The above view shows marks (inform of square) encoded using Size. Note you can change the mark shapes under marks card (for this case am going to change the mark shape from square to circle) and encode the marks with another measure (in this case profit).

  • Changing marks to circles

  • And adding Profit to color shelf

Example of a heatmap in Tableau

With this view (analysis), large circles and intense colored circles would mean the Sub-category made more Sales and profits in that particular year. While Large circles with light color would mean the Sub-category made more sales but was less profitable.

Note: To avoid confusion among data users, its good to state clearly in your viz what represents size and color.

I hope this post was helpful to you. To receive more of the Tableau tips and tricks, kindly join our mailing list by subscribing below.

Thank you for reading.

Sours: https://www.rigordatasolutions.com/post/how-to-create-tableau-heatmap
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Build a Highlight Table or Heat Map

Use highlight tables to compare categorical data using color.

In Tableau, you create a highlight table by placing one or more dimensions on the Columns shelf and one or more dimensions on the Rows shelf. You then select Square as the mark type and place a measure of interest on the Color shelf.

You can enhance this basic highlight table by setting the size and shape of the table cells to create a heat map.

To create a highlight table to explore how profit varies across regions, product sub-categories, and customer segments, follow these steps:

  1. Connect to the Sample - Superstore data source.

  2. Drag the Segment dimension to Columns.

    Tableau creates headers with labels derived from the dimension member names.

  3. Drag the Region and Sub-Category dimensions to Rows, dropping Sub-Category to the right of Region.

    Now you have a nested table of categorical data (that is, the Sub-Category dimension is nested within the Region dimension).

  4. Drag the Profit measure to Color on the Marks card.

    Tableau aggregates the measure as a sum. The color legend reflects the continuous data range.

    In this view, you can see data for only the Central region. Scroll down to see data for other regions.

    In the Central region, copiers are shown to be the most profitable sub-category, and binders and appliances the least profitable.

  5. Click Color on the Marks card to display configuration options. In the Border drop-down list, select a medium gray color for cell borders, as in the following image:

    Now it's easier to see the individual cells in the view:

  6. The default color palette is Orange-Blue Diverging. A Red-Green Diverging palette might be more appropriate for profit. To change the color palette and to make the colors more distinct, do the following:

    • Hover over the SUM(Profit) color legend, then click the drop-down arrow that appears and select Edit Colors.

    • In the Edit Colors dialog box, in the Palette field, select Red-Green Diverging from the drop-down list.

    • Select the Use Full Color Range check box and click Apply and then click OK.

      When you select this option, Tableau assigns the starting number a full intensity and the ending number a full intensity. If the range is from -10 to 100, the color representing negative numbers changes in shade much more quickly than the color representing positive numbers.

      When you do not select Use Full Color Range, Tableau assigns the color intensity as if the range was from -100 to 100, so that the change in shade is the same on both sides of zero. The effect is to make the color contrasts in your view much more distinct.

      For more information about color options, see Color Palettes and Effects.

Modify the size to create a heat map

  1. Drag the Sales measure to Size on the Marks card to control the size of the boxes by the Sales measure. You can compare absolute sales numbers (by size of the boxes) and profit (by color).

    Initially, the marks look like this:

  2. To enlarge the marks, click Size on the Marks card to display a size slider:

  3. Drag the slider to the right until the boxes in the view are the optimal size. Now your view is complete:

Check your work! Watch steps 1-9 below:

Note: In Tableau 2020.2 and later, the Data pane no longer shows Dimensions and Measures as labels. Fields are listed by table or folder.

Sours: https://help.tableau.com/current/pro/desktop/en-us/buildexamples_highlight.htm
TABLEAU HEAT MAP CALENDAR

Build with Density Marks (Heatmap)

Use density chart to visualize patterns or trends in dense data with many overlapping marks. Tableau does this by grouping overlaying marks, and color-coding them based on the number of marks in the group.

Density maps help you identify locations with greater or fewer numbers of data points.

In Tableau, you can create a chart using the density mark by placing at least one continuous measure on the Columns shelf, and at least one dimension or measure on the Rows shelf (or vice versa), and then adding a field to the Marks card.

Note: Density charts work best when used with data sources containing many data points.

The basic building blocks for a density chart are as follows:

Mark type:

Density

Rows and Columns:

At least one continuous measure, and at least one measure or dimension

Marks card:

At least one continuous measure

Density charts use the Density mark type. By default, Tableau will use the automatic mark type.

To show how density charts can help make sense of overlapping marks in Tableau, we‘re going to start with a scatter plot with a large number of marks and re-create it as a density chart.

To use a density chart to see orders by date, follow these steps:

  1. Open the World Indicators data source from the Saved Data Sources section of the Start screen.

  2. From the Health folder, drag Infant Mortality to the Columns shelf. Tableau aggregates the measure as a sum and creates a horizontal axis.

  3. Drag the Life Expectancy Female to the Rows shelf.

    Now you have a one-mark scatter plot.

  4. Both Infant Mortality and Life Expectancy are listed as a Sum, rather than average. Right click on both of these measures and to change Measure(Sum) to Average.

  5. Drag the Country dimension to Details on the Marks card.

    Now there are many more marks in your view. The number of marks in your view is now equal to the number of distinct countries in this data set. If you hover over a mark, you can see the country name, female life expectancy, and infant mortality rate.

    We've created a basic scatter plot, but there are lots of overlapping marks in the view and it's hard to see where the marks are most dense.

  6. On the Marks card, select Density from the menu to change this scatter plot into a density chart.

    Tableau created a density chart by overlaying marks, called kernels, and color-coding where those kernels overlap. The more overlapping data points, the more intense the color is.

    Tableau selected a blue color palette by default, but you can choose from ten density color palettes or any of the existing color palettes.

  7. Select Color from the Marks card and select Density Multi-color Light from the menu.

    The names of the color palettes indicate whether they're designed for use on charts with dark or light backgrounds. Since our chart has a light background, we picked a "Light" palette.

    This changes the color palette on your chart. More concentrated areas will appear red, while areas without overlapping marks will appear green.

    Note: Color legends are not available for density marks.

  8. In the Color menu, use the Intensity slider to increase or decrease the vividness of the density marks. For example, increasing intensity, or vividness, lowers the "max heat" spots in your data, so that more appear.

  9. Select Size from the Marks card to adjust the size of the density's kernel.

For more information, see Change the Type of Mark in the View and Create Heatmaps that Show Trends or Density in Tableau.

Sours: https://help.tableau.com/current/pro/desktop/en-us/buildexamples_density.htm

Tableau heat map

Heat Map in Tableau

In this article, we will learn how to draw heat map in tableau worksheet to do further operations. For this first look into these two terms :

  • Tableau: Tableau is a very powerful data visualization tool that can be used by data analysts, scientists, statisticians, etc. to visualize the data and get a clear opinion based on the data analysis. Tableau is very famous as it can take in data and produce the required data visualization output in a very short time.
  • Heat Map: Heatmap is defined as a graphical representation of data using colors to visualize the value of the matrix. In this to represent more common values or higher activities brighter colors basically reddish colors are used and to less common or activity values darker colors are preferred. Heatmap is also defined by the name of the shading matrix.

Dataset used in the given examples is Dataset.

For this we have to follow some steps :

Open the Tableau tool and connect a dataset into it. Drag and drop the one sheet of the connected dataset. Click on sheet1 to open the tableau worksheet. On clicking Sheet1 you will get whole dataset attributes on the left side and a worksheet for work.



To draw a heat map you have to select a minimum of two attributes( one in the row and one in the column) by drag and drop then select the chart option as a heat map.

Example 1 :

Example 2: This example is also drawn similar to above example 1 with some extra marks and which is explained in steps given below :

  • Select the Ship mode and Subcategory as column and row respectively.
  • Select the chart type heat map.
  • Apply marks by color of sales.

 

Example 3: This example is also drawn similar to above example 1 with some extra marks and which is explained in steps given below :

  • Select the Subcategory and Market with Ship mode as column and row respectively.
  • Select the chart type heat map.
  • Apply marks by color of profit.

Sours: https://www.geeksforgeeks.org/heat-map-in-tableau/
Learn to create Tableau Heat Map

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