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Tableau QT: Quadrant Plots

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I love Quadrants Plots as a quick way to segmenting your data, so please enjoy this Tableau Quick Tip (QT) which you can do in 5 mins or less.

Data

Let us start by loading the following data in Tableau Desktop / Public.

Note: If you have Tableau Desktop, you can use the Orders Data Source.

Calculated Fields

Create the following Calculated Fields:

TC_Percentage of Max Quantity

SUM([Quantity])/WINDOW_MAX(SUM([Quantity]))

TC_Percentage of Max Sales

SUM([Sales])/WINDOW_MAX(SUM([Sales]))

Color

IF [TC_Percentage of Max Sales] <0.5 AND [TC_Percentage of Max Quantity] < 0.5 THEN
    "Low Sales / Low Quantity"
ELSEIF [TC_Percentage of Max Sales] >= 0.5 AND [TC_Percentage of Max Quantity] < 0.5 THEN
    "High Sales / Low Quantity"
ELSEIF [TC_Percentage of Max Sales] >= 0.5 AND [TC_Percentage of Max Quantity] >= 0.5 THEN
    "High Sales / High Quantity"
ELSE
    "Low Sales / High Quantity"
END

and that is it, let us now build our worksheet.

Worksheet

We will now create our worksheet:

  • Change the Mark Type to Circle.
  • Drag Customer Name onto the Detail Mark.
  • Drag TC_Percentage of Max Sales onto Columns.
    • Right-click on this object, go to Compute Using and select Customer Name.
  • Drag TC_Percentage of Max Quantity onto Rows.
    • Right-click on this object, go to Compute Using and select Customer Name.
  • Drag Color onto the Color Mark.
    • Right-click on this object, go to Compute Using and select Customer Name.

If all goes well you should now see the following:

Now we will adjust the cosmetics:

  • Add a Trend Line to the X-Axis, create a parameter and set the value to 0.5.
  • Add a Trend Line to the Y-Axis.
  • Hide the Major Tick Marks.
  • Hide the Grid Lines.
  • Hide the Zero Lines.
  • Adjust the Tooltips.

You should now have the following:

and boom, we are done. We have created our Quadrant Plots in Tableau. You can find my data visualisation Tableau Public at https://public.tableau.com/profile/toan.hoang#!/vizhome/QuadrantPlots/QuandrantPlot

Summary

I hope you all enjoyed this article as much as I enjoyed writing it. Do let me know if you experienced any issues recreating this Visualisation, and as always, please leave a comment below or reach out to me on Twitter @Tableau_Magic.

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