Dynamic Label – Week29 Solution

This week I collaborated with my colleague, Tamás Gáspár to make you a great #WOW20 challenge. This challenge is based on a true story because this was a real claim from one of our clients. Let’s jump into it.

You can read the original requirements here: https://www.workout-wednesday.com/2020w29/

We used our favourite Superstore dataset that is located on your laptop under the Tableau Repository>Datasources Folder but you can download it here as well.

Goal:

1. Have a heatmap where only the totals have labels.
2. Show the cell value when the mouse is over it.

Guide

STEP #1: Prepare the date parts for the year and the month

• Order Month
  datename(‘month’,[Order Date])
• Order Year
  year([Order Date])
• Bring Month to the Column shelf with month date part and Year to the Rows as year.
• Add the average quantity to coloring.
  Tip: Grab the field on the data pane with right-click and put on coloring. This will bring up the available aggregation for the field. Useful when you don’t want to use the default aggregation.
  

• Add Rows and Columns Totals.
• Set the coloring for the totals too. Right-click on the color card on the right, go to ‘Edit colors…’ then tick the ‘Include Totals’ checkbox.

STEP #2: Making Labels

• Now the first fun part. Making the label only for the total.
  • Create 3 calculated fields.

Two are for differentiating normal cells and totals.

1. Row Size
size()
2. Column Size
size()

The third is to handle the different cells:

3. Label
if [row size] = 1
or [column size] = 1
then avg([Quantity])
End

• Now put the Label on the label mark

STEP#3: Set the chart type to Square

• The labels are looking weird, we need to set the table calculations. Right-Click on the Label and pick ‘Edit Table Calculation…’ At the top, ‘Nested Calculations’ drop-down pick  ‘Row Size’ and select ‘Table (Across)’ computation. ‘Column Size’ needs to be set to ‘Table (Down)’. Now you should see the labels at the totals.
• Note: This method also can be used, when you have special logic for the total, or you just want something different with the totals.

STEP #4: Making label for the hovered cell

• We are going to use the Set Action function.
• Create 2 sets from the fields on the axes. Call them Hovered Month and Hovered Year.
  

STEP #5: Making the action to control the labels

• Put the sheet onto a dashboard.
  
• Go to the Dashboard menu and select Actions…
• Add Action and pick Change Set Values…
• Name it Hover Month. Set it to ‘Hover‘, pick the Hovered Month set, and set to Remove all values from set, when clearing selection.
  

• Do the same for the Year set.
• The final step is to add an exception to our Label field:

if [Row Size] = 1
or [Column Size] = 1
or (attr([Hovered Month])
and attr([Hovered Year]))
then avg([Quantity])
end

• One final thing, set the format of the label to 2 decimals and we are done!

Advanced Challenge

Goal:

1. Make the coloring dynamic. Have different metrics when a field is selected or not.
2. Highlight the year and month of the selected cell.

STEP #1: Use our Basic for basis

STEP #2: Create 2 more sets for the selected cell

• Make the selected cell’s value available for the rest of the cells (I call it, projecting the value to all the data points).
  I use window_max table calculation, but others are working fine too.

Picked year-month Value

window_max(
if attr([Selected Month])
and attr([Selected Year])
then avg([Quantity])
end
)

• Now we can make the difference calculation for the coloring and new label.

Coloring

AVG([Quantity]) – ifnull([picked year-month value],0)

STEP #3: Create the advanced label

if isnull([picked year-month value])
then if [Row Size] = 1
        or [Column Size] = 1
        or (attr([Hovered Month])
        and attr([Hovered Year]))
        then avg([Quantity])
      End
elseif AVG([Quantity]) = ifnull([picked year-month value],0)
then AVG([Quantity])
else AVG([Quantity]) – ifnull([picked year-month value],0)
end

• Put Coloring to the Color mark and select Table (across then down) computation.
• Put Selected Label to the Label mark then Edit table calculation…

Row Size: Across
Column Size: Down
Selected year-month Value: Table (across then down) 

STEP #4: Make the set and highlight actions

• Make 2 more set actions on the dashboard for the new selected sets, but now run the action on Select  
• And finally, do the highlighting. We want to highlight the year and month where the selected cell is.
  Create a new field.

Select Year or Month

[Selected Month]
or [Selected Year]

• Put it on the Details mark and select max aggregation.

• Now add the Highlight action through this field.
• Go to Dashboard and select Action…
• Add new Highlight action.
• Set to Selected Fields, and pick the max(Select Year or Month)
• Well Done, you have gone through a really long Workout Wednesday. 

Now you know how to:

• Make custom totals.
• Create set action.
• Do nested table calculations.
• Project values to other data points.
• Make complex if statements.

That’s it! We hope you enjoyed reading the solution. Find & download the workbook on Tableau Public here:

If you have any questions, reach out to us on Twitter @IvettAlexa, @tamasgaspar2 !

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