Apply proportional brushing to your charts instead of filtering | Tableau Charts

0:00Hey, it's Tim here. In today's video we're

0:02pushing forward with charts and today I

0:03want to show you a trick combining two

0:05charts I've already shown you how to build.

0:07A pie chart and a bar chart. We're going to

0:09try something called proportional brushing.

0:12Sometimes this is better than filtering.

0:14Let me show you how it works.

0:15So here you can see that I have two charts

0:17on a dashboard.

0:18Now if we just go ahead and enable the

0:20filter that you can see this little icon

0:22right here.

0:23If we go ahead and click on that you'll see

0:25that it actually allows us to filter this

0:27chart.

0:28The problem with filtering is it changes

0:30the context of the visualization and

0:32sometimes when you select an item you just

0:35want to see how it's represented in the

0:36existing data.

0:37You don't want it to remove data from the

0:39view.

0:40And so what you can do instead is something

0:41a little bit different.

0:43Let's just go ahead and disable that filter

0:45and let's go ahead into the bar chart.

0:48And what we're going to do is to do

0:49something called creating a set.

0:52What a set allows us to do is essentially

0:54put members from a dimension into a

0:56grouping.

0:57And then Tablo remembers that grouping for

0:58the features.

0:59So I'll click on this option here that says

1:01set and I'll select all the values.

1:03The reason we want all the values is when

1:04nothing is selected I want this to be the

1:06default state.

1:07So I'll go ahead and select OK.

1:09Now you can see our set is there.

1:11If I drag that category set onto color you

1:12'll see that the colors change a little bit.

1:15We did a little bit of formatting and then

1:16sort of styling and it's changed one of

1:18these.

1:19So what I need to do is go back and just

1:21set the colors again.

1:23Let's just go set this color here. Let's

1:24see if I can actually specify this over

1:26here.

1:27It's just gone off screen my little color

1:29palette.

1:30We'll bring it back on screen hit OK hit

1:32apply and that should bring it back.

1:34Actually that's not that good.

1:36I'm sorry I'm really pernickety about my

1:37colors.

1:38So let's go ahead try that again.

1:40That's a little bit better. That's more

1:41like what we had before.

1:43So you might need to do a little bit of a

1:44tweak to get that to work.

1:45But the key thing here is to notice that

1:47the color is now being driven by the set.

1:51What this means is if we come back to the

1:53dashboard and we set up something called a

1:56set action.

1:57When I click on a category it's going to

1:59highlight the members of that category in

2:02the underlying data in the bar chart.

2:04So let's go ahead and set that up.

2:05Dashboard actions and this time we should

2:07see there's no actions because obviously we

2:09removed that filter before.

2:11Go ahead and set a set action and this is

2:13going to change the set values.

2:16We want to go from our pie chart and we

2:18want to change the target set here category

2:21set.

2:22So essentially saying when I select my pie

2:24chart take whatever I've selected and add

2:26those values to the category set.

2:29In this case if I select furniture it will

2:31apply that to the furniture set.

2:33And when I clear the selection you can just

2:34see there's another option here.

2:36This will add all values to the set so we

2:38'll bring everything back and go ahead and

2:40hit OK.

2:41And now when we select you get something

2:43called proportional brushing.

2:46Now this is really cool because it shows

2:47you what part of your data is represented.

2:49But there's one weird thing here which is

2:50that these I think are the wrong way around

2:53.

2:53So what I'll do is I'll go back in here now

2:55that I can see both items and I can

2:57actually just switch these around very

2:58easily.

2:59I can just drag out onto the top.

3:01You can just see that there that changes

3:02the order here in Tableau.

3:04I'll add a little bit of a border around

3:06these items so it looks really nice.

3:09Don't forget the blue bar is actually what

3:10we marked out in the data.

3:12So that's like a dual axis that I showed in

3:14the previous bar chart.

3:16And then with the out we'll just go up here

3:18go to the gray palette.

3:20Let's find the gray palette and let's find

3:21a really subdued gray so it matches the

3:23color that we're going with.

3:25And there we go.

3:26So we can still see the data and just over

3:28here with this little Gantt chart hack that

3:30I've got my dual axis.

3:32The rest of the data is represented.

3:34And now if I go back to my simple dashboard

3:35you can see the proportional brushing is

3:36working really really well.

3:38I can go ahead click out you'll see the

3:39whole thing fills up.

3:41If I click on another set it obviously

3:43changes that.

3:44So that's really really cool.

3:45It shows you how these different

3:46proportions represent.

3:48And if you have animations switched on

3:49remember to do that you just go to format

3:50select animations and you'll see that it

3:53should be on by default.

3:55If you don't have that on you maybe got an

3:56older version or it's been disabled go

3:58ahead switch it on and you'll get that nice

4:00animation effect between the two.

4:02Super simple trick.

4:03It's called proportional brushing and it's

4:04sometimes better than filtering.

4:06Hope you enjoy the video and I'll catch you

4:08in the next one.

4:09Bye.

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