Tableau Challenges #1 Link Tableau Challenges Solutions #1 Link

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Abstract author: Ekaterina Kalabush

Challenge 1:

Fix the X-axis so that its end never falls below 20% regardless of the size of the bar charts, but increases when the charts exceed 20%.

Step 1: Put Sales in Column, Department and Category in Rows.

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Step 2: Right-click on Sales in Columns and select Quick Table Calculations → Percentage of Total to calculate what percentage of all sales each category takes.

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Step 3: Create a Calculated field "Reference line”:

IF SUM([Sales]) / TOTAL(SUM([Sales])) > 0.2 THEN SUM([Sales]) / TOTAL(SUM([Sales])) ELSE 0.2 END

In simple words, what the "Reference line" is about: if the percentage of sales is greater than 0.2 (i.e. 20%), then leave the percentage unchanged. Otherwise, return the number 0.2 (20%).

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Step 4: Drag the pill “Reference line” to Detail.

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Step 5: Go to the Analytics section, drag the Reference line to the area with the graph, select the Table area.

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Step 6: Select the settings for the Reference Line, as in the screenshot.

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Done! Now the values on the axis will not fall below 20%. But if the values of the bars are more than 20%, then the axis will be movable.