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3 Tableau Table Calculation Tips

Here are some tips to get better at working with table calculations

1. Check out the formula

There's a few ways to do this.

You can either double click on the pill in your canvas, or you can drag the pill with the table calculation on a calculated field editor.

2. Check out the options

Different table calculations have different options. Make sure to check out the different options available for you.

For example, a running total will reveal an option for secondary table calculation.

A difference or percent difference gives you option to calculate relative to previous, next, first or last.

Rank has different options (ascending, descending), as well as different ways it can treat tie values.

3. Check out the table calculation editor with calculation assistance

Lastly, when you open the table calculation editor (either by using the "Add Table Calculation..." or "Edit Table Calculation" option in the pill), you will see some helpful visual hints from the

What makes a chart better?

Navigating the Chart Debate

What makes one chart better than another?

This question often sparks lively debates among data professionals. In the world of data visualization, the term "better" is subjective and context-dependent.

Discussions typically revolve around concepts like

• data ink vs. non-data ink,
• the pitfalls of certain charts (pie chart, I am looking at you), and
• the go-to choices for clarity and impact.

At the Outlier 2023 conference, Nick Desbarats, a renowned educator and best-selling author on data visualization, tackled this question head-on.

He offered pragmatic advice for data analysts on choosing the right charts for their needs.

Diverse Views on Chart Effectiveness

Data visualization experts often have different opinions on what makes a chart effective:

• Precision: Some argue that charts allowing precise visual estimation and comparison are superior.
• Engagement: Others value charts that capture and hold attention for their engaging qualities.
• Aesthetic and Originality: Memorable charts often stand out due to their creativity and visual appeal.
• Simplicity and Familiarity: Simple and familiar charts can enhance understanding and ease of use.

By the way, an example of a "memorable" chart that may have considerable non-data ink is Nigel Holmes' "Monstrous Costs" chart, published in the 1980s.

The visual style is whimsical and cartoonish, intended to make complex financial information more accessible and engaging to a general audience.

Nick Desbarats provides a refreshing perspective amidst these differing views.

His approach is straightforward:

charts are tools meant to perform specific tasks.

Whether it’s to persuade, explain, attract attention, or answer questions, the true measure of a chart's value is how well it accomplishes its intended function.

Pragmatic Approach to Chart Design

Nick’s philosophy emphasizes that there isn't a one-size-fits-all rulebook for creating effective charts.

Here’s his advice:

• Context and Audience: Choose chart types based on the data context and audience needs.
• Functionality Over Form: Focus on how effectively a chart communicates the intended message rather than its visual appeal.
• Avoid Overcomplication: If a chart serves multiple purposes, create several focused charts instead of one complex "monster" chart.
• Ease of Use: Ensure the audience doesn’t struggle with unfamiliar chart types, which can create unnecessary friction.

Empowering Through Simplicity

In his talk, Nick reiterated that charts have a purpose. If they serve that purpose, then they are effective. The goal is not to impress with complexity but to communicate with clarity.

So, the next time you're debating which chart to use, remember Nick's advice:

• prioritize the chart’s function,
• keep your audience in mind, and
• always aim for clarity over complexity.

What are your go-to strategies for choosing the right chart?

Here is Nick Desbarat's full presentation in Outlier 2023:

Hope you found this helpful.

Your journey in data is a unique story. Stay curious, keep learning, and let your insights make a positive impact.

Until next time,

Donabel