Tableau Tooltips - Full beginners guide including Viz in Tooltips.

0:00Hey it's Tim here, in today's video we are

0:01covering tooltips. Everything you need to

0:03know about

0:04tooltips is going to be in this video. This

0:06is going to be a two-part video because

0:07when we get

0:08to viz and tooltips, I'll show you what

0:10that is on screen now, we need a little bit

0:12more time. So in

0:13this video I'll cover the basics of tool

0:15tips, how to set them up, how to format them

0:17, how to put a

0:18visualization inside of a tooltip, how to

0:20use actions and how to use some of the qu

0:22irkier sides

0:22of tooltips and then in the next video we

0:24'll dive deeper into viz and tooltips. So as

0:27I always say

0:28let's get stuck in. Okay so I'm going to

0:30start here in Tableau, I'm just doing a

0:32standard Tableau

0:33workbook here, I'm not going to do any sort

0:35of bespoke thing with custom data, people

0:37always

0:38throw shade on me for using Superstore and

0:40not using real data but the reality is is

0:43that unless

0:43I'm using your data I'm never going to sort

0:45of meet that requirement. So I use Super

0:47store and I

0:48use the sample workbooks because that's

0:49what everyone has, they're easy to get hold

0:51of and if

0:52you don't have them I'll put a link in the

0:53description below and I know there's no

0:55problem

0:55sharing that data in that workbook. So let

0:58's get stuck in, let's go ahead and hit

1:00Superstore over

1:00here. I'm actually just going to use the

1:02sample workbook, this sample workbook that

1:04was in that

1:04corner before everything loaded, that's

1:06what I'm going to use today and as soon as

1:08we open it you

1:09can see mine at least fires up really

1:10really quickly and we're good to go. Let's

1:12go ahead and

1:13shut the Show Me bar, I never, I had this

1:15open to take a picture for a thumbnail that

1:17I did some

1:18time ago and I haven't shut it since so I'm

1:20going to close Show Me, we don't use Show

1:22Me on this

1:22channel because I show you how to do

1:24everything for yourself without any

1:25assistance from that tool.

1:27So in this video what I want to do is

1:29really get to grips with what tooltips are.

1:32You can see that

1:32I'm hovering over France Alsace Champagne,

1:36Ardon, Lorraine, my French is awful but

1:39this

1:39tool tip looks interesting and I'm going to

1:41show you how to build it. If I go over here

1:43to this

1:44particular part of the chart you can see

1:46there's another tool tip, it's been

1:47formatted a little bit.

1:49If I go to another tab, let's go to the

1:51product tab and look at another tool tip.

1:53If I go over

1:54on this dot you'll see that when I click on

1:56it I actually get something that pops up

1:58out of the

1:58tool tip, this is known as the command

2:00strip and we also have these little links

2:02and I don't know

2:03how many of you know that these are

2:04actually clickable links and when you click

2:06them they

2:06do things, they highlight other things. So

2:08in this video I'm going to break all of

2:10this down

2:10but to get to the very basics let's start

2:12right from the beginning and let's just

2:14create our own

2:15chart so I can show you how tool tips work.

2:18So with tool tips you kind of get them for

2:20free. Let

2:20me just create a very simple visualization,

2:22I'm going to build a scatter plot so you

2:24can see how

2:24this is done. This is super simple, I'm

2:26going to bring two measures, I'm going to

2:28bring sales

2:28onto rows and profit onto columns and that

2:31's my visualization done. Columns and rows,

2:34profit and

2:34sales and we have one data point on our

2:37scatter point. Now the reason we only have

2:39one data point

2:40is because we've got nothing else in the

2:42visualization explaining to Tableau the

2:44level

2:44of detail that we'd like to look at. So

2:46everything gets aggregated into one data

2:48point because that

2:49one data point is essentially the sum of

2:51all of these values put together. So when I

2:54hover over

2:54you can see that it says profit 372,000

2:58sales 2,938,000. So this is a tool tip and

3:02it works

3:02really nicely when I hover over it without

3:04clicking on it without doing anything I get

3:06this

3:07nice simple one when I click on it I get a

3:09command tab that opens up. So that command

3:11tab isn't that

3:12populated because we don't have many bits

3:14of information on our particular

3:16visualization,

3:17we just have the two green items over here

3:19on the left hand side. In order to make

3:22this command bar

3:23do a little bit more we need to give it

3:25some sort of dimension that it can then run

3:27as a filter or

3:28as a command or as an action. Essentially

3:30we need to break our data down into

3:31components that it can

3:33then do something with. So let me show you

3:35how that works then. So let's grab segment

3:37and I'm

3:37just going to put that on color. So

3:38essentially when I do this, when I drop it

3:40on color what

3:41you'll see is I get three dots now because

3:43I have one color for each segment that's

3:46denoted by the

3:46legend over here on the right hand side. So

3:48for each one of these I have consumer

3:50corporate home

3:51office and they're appropriately colored.

3:53Well now when I click on the chart and I

3:55hover over these

3:55you'll see that I now get the additional

3:57text consumer profit and sales and as I

3:59hover over

4:00this I get the contextual information for

4:02each data point. That's a free tool tip I

4:04didn't create

4:04that tableau did that for me automatically.

4:07Now if you want to add a measure that you

4:10don't want

4:10displayed in your visualization let's say I

4:12'd like to add the quantity of sales for

4:14each of these but

4:14I don't want to display that in the scatter

4:16plot. I don't want the number anywhere on

4:18screen I just

4:18want it in my tool tip. All you need to do

4:21is go ahead to the pane and then drag

4:23whatever you want

4:24so in this case it's quantity and you'll

4:26see that in the marks pane there's this

4:28tool tip option. I

4:29can actually just hover over at the moment

4:30I won't let go just yet. When I hover over

4:32it you see it

4:33goes a really slight gray and when I drop

4:35this quantity value onto it you'll see that

4:37I get this

4:38sort of speech bubble next to the quantity

4:41icon to say hey you've put this on the tool

4:44tip and so

4:44what will happen is that quantity will

4:46appear in my tool tip. Let's go ahead click

4:48on this this time

4:49and you'll see that it appears there.

4:51Corporate has a quantity of 11,635. Again

4:55if I hover over

4:56it without doing anything you'll just get

4:58... Tableau's being buggy here so it's kind

5:01of not

5:01wanting to work so if I just hover over it

5:04of course when you do a recording a demo

5:06and you

5:07know these things start behaving like they

5:09should be this should be creating a nice

5:11responsive tool

5:12tip but it's not we'll fix this in a second

5:13I'll show you how to sort of break that out

5:15of its

5:16habit. Okay so everything is set up as we

5:18want we've got this sort of nice setup here

5:20when I

5:20click on something I can see that it's all

5:22there. Now you might notice that you've got

5:25this very

5:25subtle underlining here just underneath

5:28corporate and that is because these are

5:30also clickable

5:30elements. Let's go ahead and add another

5:33separator I'm going to go ahead and this

5:35time maybe grab

5:36the delivery mode I'm going to put that on

5:38detail by doing that what I'm essentially

5:40telling Tableau

5:41is that even though I'm displaying the

5:43segment and I'm showing the profit in sales

5:45for those things

5:46I'd like you to break each of those

5:48segments down by delivery mode every time I

5:50add something blue

5:51to the visualization I'm essentially

5:53breaking the visualization down to another

5:55level of detail. So

5:57let's go ahead and grab delivery mode and

5:59put it on detail as I said and you'll see

6:02that we get

6:03several dots for each color because

6:06essentially if I click on this one here you

6:08can see that consumer

6:09has several dots and I can actually show

6:11you these dots by now clicking on this link

6:14and you'll see

6:14that that link is actually responsible for

6:17highlighting other elements of the same

6:19dimension.

6:20So when I clicked on consumer there you can

6:22see that it highlighted the three other

6:24parts of

6:24consumer and I can hover over those that's

6:26working again nicely you can see that that

6:28works absolutely

6:29fine. So that is the sort of fundamentals

6:32of tooltips the bare basic if you do

6:35nothing if

6:35you don't even go into the tool tip menu

6:37that's how tool tips work they pretty much

6:40give you the

6:40ability to add various bits of information

6:43into the tool tip that doesn't affect your

6:45visualization

6:46it's essentially additional context. If I

6:48wanted to I could also for example add the

6:51discount to

6:51my tool tip I could add the count of orders

6:54as per the order id or the rows is actually

6:57that

6:57it's actually the count of rows in the

6:59orders table not the count of orders that's

7:00a classic

7:02mistake here I can actually grab the order

7:04id put it on detail by doing that and

7:06obviously you'll

7:07get tons of dots that's not what we want

7:09what we want to do is actually count the

7:11number of orders

7:12so let's go ahead go to measure select

7:14count distinct and then those dots will

7:16disappear

7:17because those are now measures and now that

7:19count if I actually this time click on

7:21these three dots

7:23I can actually change what part of the

7:25marks pane it's going on to just by

7:26selecting it and selecting

7:28tool tip and now if I go and hover over

7:29this you'll see all those metrics I added

7:32are inside

7:32the tool tip so everything is now there I

7:33can see the quantity I can see the sales

7:35the profit the

7:36discount now the discount has been aggreg

7:38ated this is not a good way to do the

7:40discount what you could

7:41do is you could do an average discount but

7:43what you should really do with discounts is

7:45you should

7:46aggregate them at the highest level that

7:48you're calculating them it doesn't make

7:49sense to grab

7:50all the percentages and add them up nor

7:52does it make sense to do an average

7:53discount that sort of

7:54doesn't really apply because depending on

7:57the size of the order the discount might

7:59have a slightly

8:00different effect so in some cases you also

8:02have to pay attention to the aggregation

8:04that's going on

8:05as you put things in for example if I don't

8:07want this discount to be a sum let's say

8:09for argument

8:09sake we're happy with the averages let's go

8:12to average now when I hover over that you

8:14can see

8:14the discount now says 10 so these are

8:16things you have to pay attention to just

8:18because you've put

8:19something into the tool tip doesn't mean it

8:21's doing the right thing so you can change

8:23all of

8:24those by just going to any of these items

8:26that has this sort of tooltip icon on it

8:28click the arrow

8:29next to it and then change whatever you

8:31need to change maybe it's the aggregation

8:33maybe you need

8:33to change the way it behaves these are all

8:35features that sort of do slightly different

8:37things I won't go into that into this video

8:38I've done some videos on this so check

8:40those out

8:41things like the attribute I've done a video

8:43on the attribute function itself as well

8:45just sound

8:45it's sort of different but kind of the same

8:47but nonetheless that's the basics now let's

8:50take this

8:50upper level let's actually start using the

8:53tooltip more effectively because no one

8:55ever really stays

8:56with the default tool tip the default tool

8:58tip is actually not well designed it kind

9:00of carries

9:01redundant information for example um I you

9:03know it makes sense for me to have profit

9:06and sales in

9:06there but I don't need to necessarily have

9:08segment then corporate and then delivery

9:11mode in standard

9:12class because in your business context you

9:14might already know what those are so maybe

9:16you're

9:16analyzing posts maybe you're analyzing

9:18delivery supplies so you don't need to say

9:20the obvious

9:21things inside of these tool tips so how do

9:23you change this well you head to the

9:25tooltip pane

9:26over here and just open that up and when we

9:29do that we get this interface now I'm going

9:31to take

9:32a bit of time now just sort of breaking

9:33down the anatomy of this tooltip area so

9:35let's go ahead and

9:36grab my square highlighter and we'll

9:38highlight this top row this is like the

9:40formatting pen it

9:41mostly has formatting tools in here the

9:44only exception to this is actually this and

9:46this

9:47option here is actually not a formatting

9:49capability it's the ability to add more

9:51context

9:52to your tooltip the same way we were adding

9:54things by dragging them onto the total pane

9:56you can also

9:56do that here as long as those items are

9:58already in the visualization so I'll break

10:01that down when I

10:02get to it a little later on but nonetheless

10:04this is how this works you've got font you

10:07've got the

10:07size you've got bold italics underline you

10:09've got the color and you can obviously go

10:11and choose more

10:11colors if you want you've got the text

10:13alignment and last but not least if you

10:15make any sort of

10:16change to all of this let's say that I did

10:17make these absolutely bold and I thought oh

10:19that's

10:19awful and I can actually go to this item

10:21over here that I'm highlighting in blue I

10:24can click on that

10:25and that will actually clear the formatting

10:26and return me to the default state that I

10:28was at

10:29really handy features to know about and it

10:31's sort of good to be aware of I'm going to

10:33skip this

10:33middle bit for one second I just want to go

10:35to this section here because here you have

10:37three

10:38options one that says show tooltips include

10:40command buttons allow selection by category

10:42and then in the show tooltips option we've

10:44got two options on hover and responsive

10:47what do these do

10:47well let me show you if I go back I'll

10:49leave everything as selected when I hover

10:52over this

10:52you'll see that I get an immediate tooltip

10:54that that tooltip doesn't need me to click

10:56on anything

10:57when I as soon as I hover over something it

10:59turns up straight away that's called a

11:01responsive

11:02tooltip however if I click on it you see

11:04that I get a command button this command

11:06button sort

11:07of comes up and it's got a bunch of

11:08information on there I'll go through that

11:09in a second this

11:10is called a typical tooltip it's like an on

11:13hover tooltip okay so if I go to tooltip

11:15here you'll see

11:16that I have the two options responsive and

11:18on hover and those are essentially those

11:19two options

11:20if I select on hover and I click okay when

11:22I hover over it it takes a little longer it

11:25's a fraction

11:26longer I'll try and put these side by side

11:27so you can see what happens so but for the

11:29purpose of

11:30that let me just hover over this one again

11:32and to the right of it I'll put an exact

11:34replica of the

11:35exact same thing happened with responsive

11:37and you can see how that sort of works so

11:38now you can see

11:39the difference between those two it's much

11:41much clearer the difference and so we can

11:42go back to

11:43the tooltip and carry on going through this

11:46now something I skipped was this little

11:48ruler up here

11:49this is sort of the most random thing and

11:51not many people actually know what this

11:53does most people

11:53think it's actually here to kind of give

11:55you some context of spacing to kind of give

11:57you an idea of

11:58how to measure these things I've even seen

12:00some people grab a ruler and put it on

12:02screen and say

12:02aha you see it's a ruler this is what it's

12:04supposed to be used for on tableau put it

12:06there so you can

12:07measure things and the way most people

12:09actually try and measure things in this

12:11tool is by actually

12:12doing this they sort of hit the space bar

12:14furiously and they don't understand like

12:16what's

12:17going on here why did this spacing not move

12:19I'm smashing the space bar look and look it

12:22just jumped

12:22a whole bunch why did it do that and so

12:24this is actually to do with the way this

12:26tab and spacing

12:27works in here and how that really relates

12:29to those things so let me just go back to

12:32the beginning and

12:33let's reset this and let me actually show

12:35you how this works okay so the first thing

12:37I want to do

12:38is highlight to you that this little ruler

12:40when I move it around you can see that it

12:42has an effect

12:43on the underlying content I didn't change

12:45anything I just moved this across and you

12:48can see that it's

12:48moving the sales text below and that's

12:51essentially because my cursor is actually

12:53on that line so you

12:54can see here the cursor is on this row and

12:57that's why this is affecting it and it has

12:59a net effect

13:00of essentially moving the text just where

13:03it says some of cells across and so if I

13:05move it back

13:06I can actually try and figure out well what

13:08is actually in that space if I actually

13:10just hit

13:11the back area you can see that it's it's

13:13like a tabbed space in between those two so

13:15what if I

13:15delete that what will that do now if I put

13:18the cursor back at the end like it was you

13:20'll see

13:20that it does nothing okay so this slider

13:23has an effect on any tabbed items and

13:25because my cursor

13:27is on the bottom row it's not actually

13:28moving anything because of course I haven't

13:30selected

13:31anything to show you this in in sort of

13:33earnest let me highlight everything so let

13:35's highlight

13:35everything again move this across and now

13:37you can see that it's just magically

13:39aligned all my values

13:41to the right hand side and that's because

13:43there was a tabbed element between all of

13:45those so all

13:46of these are now aligned perfectly to this

13:49particular thing okay and if I was to go

13:51and

13:51put a tab inside of here now because I've

13:54actually selected that bottom row when I

13:56made that change

13:57that will also line up with everything over

13:59here on the right hand side so this is

14:02super useful for

14:03making sure things are neatly aligned and

14:05things are equally spaced especially when

14:07you have really

14:08long dimensions things that take up a lot

14:09of space to explain you want to make sure

14:11that you account

14:12for the longest value this is a nice way of

14:14doing that and making sure things don't

14:16clash

14:16now another use case for this if I just

14:18sort of go back highlight everything bring

14:20it all back

14:21to the beginning and get everything back if

14:24I go back and let's do this let's just take

14:26these two

14:27lines here at the top let's delete those

14:29tabs and I'll create a little bit of space

14:30so we'll leave

14:31the bottom one as is and we'll do something

14:33with this top one what I'll do is on this

14:35top one I'll

14:36move the segment up and I'll just do a

14:38couple of spaces and for the discount I'll

14:41go again move

14:41that and do that a couple of spaces okay

14:44and now if I just highlight these two you

14:46can see that

14:46when I move this something does change the

14:49delivery mode did have a tab so I can go

14:51back

14:51go ahead and delete that tab we don't want

14:54any tabs in here whatsoever just highlight

14:56that move

14:56that across now it's not changing anything

14:59I know there's no tabs in that row so I'll

15:01go back to the

15:01beginning and this time I'm going to add a

15:03tab just before where it says segment and

15:06just before where

15:07it says discount and now that I've done

15:09that it's moved things okay and now I can

15:11grab this and I

15:12can move my little cursor and make sure

15:14that everything starts here at the number

15:16three

15:16and now all my elements start in a

15:18consistent place now the reason segment isn

15:20't quite in the

15:20same place is because there's one space

15:22character just in front of it and so now by

15:24deleting that

15:25things are perfectly lined up I can

15:27actually highlight this again and move it a

15:29little bit

15:30closer just to get that you know alignment

15:32just right hit okay and now when I hover

15:35over these

15:35you see you get that really nice alignment

15:38the segment and the discount start on the

15:41same position

15:41and then the values that kind of come to

15:43them are sort of over on the right hand

15:46side and so what

15:46you can actually do is you can actually

15:48format this to make it a lot easier to read

15:51so one thing

15:51I sometimes do is I make the actual

15:53variable a little bit bold I'm just doing

15:55some very basic

15:56formatting here you don't have to do it

15:58exactly as I'm doing it's totally up to you

16:00but if I go

16:01ahead and hit bold on all of those and now

16:03go back to the tooltip it's much easier to

16:06see the relevant

16:06values okay so we can go really deep on

16:08this formatting actually and sort of take

16:11it to the

16:11next level if we go back to tooltip you

16:13probably want to make sure that you know

16:15all the you know

16:16numerical values all the profit and sales

16:19are together so I'll grab the quantity here

16:21I'll put

16:21that on a new line underneath there's some

16:23sort of logic what you want to do is kind

16:25of put

16:26information that should be together

16:28together and you also want to get rid of

16:30some of this sort of

16:31tableau speak this says discount count

16:34distinct count of order id that's just the

16:36number of orders

16:37you can just go um number you know you can

16:40use even the the hashtag here number of

16:42orders you

16:43don't have to be so verbose about it so you

16:45can say here here's the number of orders

16:46here's the

16:47profit here's the sales and by the way

16:49these all relate to this particular region

16:51and just to give

16:52you know some sense of hierarchy you can

16:54give that top text a little bit bigger font

16:57and you can give

16:57this one here I'll give this one just a

16:59little bit smaller I'll go back to 10 that

17:02was already 10 hit

17:03okay and now when I look at this there is

17:05some sense of order now it's not beautiful

17:07I know this

17:08is not the best formatted tooltip ever but

17:10nonetheless it has a sense of hierarchy you

17:12've

17:12made the important things easier to read

17:14and you've put other like information below

17:17now the

17:18last thing to do is always make it easy for

17:20people to read values so you can do this

17:22again just a

17:23simple way like I did you don't have to do

17:25any particular formatting we could be here

17:27for ages

17:27this is all really a matter of style what I

17:29'll say to you though is whatever you do be

17:32consistent if

17:32you use a font use the font throughout the

17:35entire tooltip if you use a font size be

17:37consistent in

17:37how you use the size I've used the large

17:39one at the top and the small one at the

17:41bottom again to

17:42communicate hierarchy so there we go that's

17:43that's as good as I want to do I don't want

17:45to spend more

17:46time making it beautiful and colored and

17:48all that jazz we need to get onto some

17:50other topics so

17:51that's the basics of formatting a tooltip

17:54look out on what people do on Tableau

17:56Public go and see

17:57some different styles people sort of really

17:59do take this to the next level and what I

18:01always

18:02recommend doing is if you're going to work

18:03with the same data there's nothing wrong

18:05with copying

18:06all of this copying the text and pasting it

18:08somewhere so you can then come back and

18:09paste it

18:10back in should anything happen right I

18:12sometimes do that if I know I'm going to be

18:13adding the same

18:14tooltip across the same data source but in

18:16different places so everything is nice and

18:18consistent that's some you know really

18:21quick a hack that you can sort of save so

18:23that's the

18:24formatting now the remaining options we've

18:27got the command buttons here at the bottom

18:30and allow selection by category okay so let

18:32's look at these two we have to go back to

18:34the tooltip to

18:35see this so if I go back when I click on

18:37this you'll see that I get the command icon

18:40here and

18:40the command icon is essentially like

18:43another piece of functionality in Tableau

18:45essentially these

18:46two options here operate as filters they

18:50essentially have the same effect as what

18:53would

18:53happen if you added or removed things from

18:55the filter pane so when I click on one of

18:57these two

18:58something will happen and it will result in

19:00an action being put into the filter pane so

19:02let's go

19:03ahead and let's say we keep only this

19:05particular segment this particular data

19:07point here when we

19:08do that you'll see all the data disappears

19:11and it puts a filter here and it applies it

19:13as an action

19:14so this is what I was saying would happen

19:16these two little links are essentially

19:18saying look I've

19:19created a little set a little group of

19:20stuff and I've made an action and I've put

19:22it all there

19:23and that's essentially what's going on if I

19:25was to click on this and edit the filter

19:26you'd see

19:27exactly what's going on and the filter is

19:29essentially this sort of inclusion and it's

19:31got

19:31a bunch of information and it's basically

19:33based on the combination of various factors

19:35that were on

19:36that data point so you can see it says here

19:39standard class and corporate made that data

19:41point

19:41so that's what the filters sort of been

19:43built and the filter that was built

19:45automatically combines

19:47delivery mode and the segment together and

19:49that's essentially what's happening there

19:51now if we click

19:52okay and we go ahead and remove that filter

19:54you get the visualization that we had

19:56before now if I

19:57click on this data point and this time I

19:59hit exclude exactly the same thing happened

20:02but this

20:02time it's an exclusion filter so the

20:04previous one was an inclusion filter and

20:06the this one is an

20:07exclusion filter again it's exactly the

20:09same if you go to the filter you see you

20:11have this little

20:12option here to exclude when you take an unt

20:14ick that that switches it between inclusion

20:16and

20:17exclusion so that's all that that's doing

20:19and it's basically just another way of

20:20basically doing the

20:21same thing but I'll go ahead and remove

20:23that filter and we'll get back to sort of

20:25this starting

20:25point here now we've got a couple of things

20:27in the command bar that we haven't touched

20:29on yet

20:30let me click on this so it stays up you've

20:32got the ability to group things so the

20:34grouping is a very

20:35sort of good capability in Tableau because

20:37you can do something called visual grouping

20:40let me

20:40show you what that is so if I let's say

20:42highlight these two items and I'd like to

20:44say look you know

20:45what I want to analyze these two things let

20:47me make a group out of them so I'll just

20:48hover over

20:49one of these I'll go into this little paper

20:51clip and I can actually add all the

20:53dimensions or I can

20:55just group one particular aspect of the

20:57data point so in this case I can just group

21:00the delivery modes

21:01I can group the segment but I'll say all

21:04dimensions and you'll see that something

21:06happened

21:07not only did it group them my visualization

21:09didn't change but these two have a color

21:12blue whereas

21:14these are gray and they're gray because in

21:16that one move Tableau also created

21:18something called a

21:20set and the set is essentially what we can

21:22see here and then having done that it moved

21:25that set

21:26onto the color pane so you can see here

21:28that this color pane has actually changed

21:30and it moved the

21:31delivery mode onto detail so if I actually

21:34just create a little bit of space here you

21:36'll see that

21:37the group is actually here I said a set I

21:39meant group in this particular case so it's

21:42actually

21:42created a group and that group is also here

21:44and then that group becomes a dimension

21:47that we can

21:47actually look at over here so there's a

21:50whole world of things that happen very

21:51quickly in that one

21:52click it created a bunch of things for us

21:54to change the color it moved out to the

21:56color pane

21:57and then it created that group so if I want

21:58to change that group now I don't have to do

22:00it in

22:01the visualization I can actually just go

22:03over here and edit this group and once I

22:05click on that

22:06you'll see that I get the two items that

22:08were grouped together and then all the

22:10other items are

22:11grouped into another group over here okay

22:13and this is all happening inside of a

22:15tooltip

22:16okay so this is a really powerful

22:17capability what I'll do is I'll go back a

22:19couple of steps

22:21or I went back too many steps there let's

22:23go back forward one more and now I'm going

22:26to do a slightly

22:26different group I'm going to select these

22:28four here and I'm going to click on that I

22:30'm actually

22:31going to hover you don't even have to click

22:32you can just say hey group all the

22:33dimensions please

22:34and then it does the same thing again and

22:36again we've got the group let's go look at

22:38our group

22:39edit the group and there we go we've got

22:41four things now and everything else is in

22:43this other

22:44group so that's essentially how that works

22:46that's all that is doing so if you ever

22:49want to group

22:49things visually that's the way to do it you

22:51don't need to do it that way you could

22:53create your own

22:54groups elsewhere select two items to create

22:56combine fill then go ahead and do whatever

22:58you

22:58need to do with that and you can create

23:00groups that's definitely another video we

23:02need to push

23:02on with tooltips the last couple of things

23:05I'll cover in the command pane you'll

23:07notice that when

23:08I actually hover over this I didn't get one

23:10feature and as soon as I click one feature

23:13pops in and this is called the light bulb

23:14the light bulb is essentially a feature

23:16called explain data

23:17explain data is a relatively new feature I

23:19've done lots of videos of this so I won't

23:21break out and

23:22sort of do a deep dive into this now but

23:24essentially what it tries to do is it looks

23:26at the data point

23:26and tries to find things that aren't normal

23:29about this data point anything that's sort

23:31of quirky so

23:31with this particular data point it's

23:33actually found quite a lot of interesting

23:35things slightly

23:36higher than expected number of orders

23:38slightly lower than expected discount a

23:41slightly higher

23:41than expected count of orders again profit

23:45quantity cells this is all very sort of

23:47diagnostic

23:49information it's just basically trying to

23:51tell you these are the things that don't

23:53look like the rest

23:54of the data and that's why these two you

23:56know could be considered as outliers

23:58because they are

23:59very much you know to the top right they're

24:01very different to the rest of the data and

24:03if you want

24:03to you can click on any one of these and

24:05see a full explanation so you can see here

24:07you can see

24:08these relevant dimensions relevant measures

24:10and it that it's taken into account to look

24:12at this

24:12analysis and if I go to this one you can

24:14see that for the discount it's looking at

24:17this particular

24:18relevant single value and it's trying to

24:20break these things down so this is all sort

24:23of

24:23very useful information you can use now in

24:26some cases what you might see is when you

24:28expand on

24:29some of these you get a little chart so it

24:31starts off grouped and then you can expand

24:33on each and

24:33every one of these and if you want to you

24:35can pop these out as individual charts so

24:38if you like the

24:38analysis that tableau's done and you want

24:40to cheat you can pop them out and it

24:41actually builds the

24:42exact same chart for you over here so you

24:45want to get away with doing analysis use

24:47explain data

24:48just you know pop all these charts out and

24:50you can even steal ideas you can use these

24:52as ideas for

24:52how you do your visualization but it will

24:55always try and show you in a visual format

24:57these

24:57differences and you can kind of export

24:59these differences and play around with them

25:01again we're

25:01still talking about the power of what's

25:04inside of a tool tip so this is just

25:06monumental check out my

25:08videos on this in previous versions of

25:10tableau that I've already done so just

25:11search explain

25:12data tableau tim and you'll find a bunch of

25:14great videos hopefully you find them great

25:17and that you

25:17can talk about okay so the command button

25:19is pretty much there we've got these last

25:21two items we've

25:22got the ability to create a set this is the

25:24sort of two interlinking items here and

25:26then you've got

25:27the ability to preview data so the

25:28difference between the set and the group is

25:30definitely not

25:31one for this video I'll definitely do a

25:33separate video on that named exactly that

25:35the difference

25:36between certain groups but if I was to

25:37create a set you can see that it actually

25:39gives me an

25:40interface and the set is essentially a way

25:42of grouping data it's a slightly different

25:43way of

25:44grouping data and it actually does exactly

25:45the same thing as group so it takes these

25:47two it puts

25:48them over here and what I can do is I can

25:50put those two on color and I get exactly

25:53the same

25:53sort of coloring as I got before so those

25:55two actually end up being out here but

25:57because I've

25:58disrupted the level of detail it's changed

26:00ever so slightly so that is what that is

26:02doing but

26:03nonetheless these are all standard things

26:05you can do inside of the toolkit the last

26:06one is the

26:07previewing of the data and the delivery

26:09mode segment you've got the orders you can

26:11see the

26:12other table as well so the summary is

26:13essentially what the data point has and the

26:16orders table is

26:16essentially where the data is coming from

26:18it's like the row level data behind this

26:20now I can't

26:21tell you how many times when you give table

26:24au to people and they discover this one

26:26feature where

26:27they click on one data point they go to

26:29this button and then you tell them that

26:31that data point

26:32all of these rows drive that data point you

26:34can see their eyes light up because they're

26:36like

26:36excel and so what they do is they actually

26:40export this and they start using this

26:43instead of actually

26:44using tableau and then this becomes the

26:47sort of biggest usb or value point for

26:49tableau the fact

26:50that they can get to the exact rows that

26:51represent the exact thing they're looking

26:53at really really

26:54quickly and then you start to sort of get

26:55these requests which is like can you can

26:57you build a

26:57chart with this and this and they're like

26:59can it just be a scatter plot can it just

27:01have these two

27:02dimensions together because what they're

27:04trying to do is find a quick hacky way of

27:06getting at the

27:06raw data so sometimes you'll see this has

27:08been disabled exactly for that reason but

27:10nonetheless

27:11it's all there inside of the tool tip okay

27:13so that's the basics of a total we've done

27:16the basic

27:16things now let me start to show you the

27:18exciting things the first thing we're going

27:20to do we're

27:21going to build a map because maps are fun

27:23and easy to look at on the screen so i'll

27:25just double click

27:26on the city we'll get a map in europe

27:28because i'm in europe so the superstore

27:30version is using the

27:32european version but in your case it might

27:34use the american version absolutely fine i

27:36'll drag sales

27:37onto size and i'll drag profit onto color

27:39so the size of the circle represents the

27:41amount of sales

27:43essentially the total value of the cells

27:44and then the color denotes whether it's

27:46profitable or not

27:47so we have a pretty nice visualization and

27:49so what i can see here is there obviously

27:51some unprofitable

27:52places cities around the world selling

27:54products and what i'd like to know is look

27:57what are the

27:57least profitable products in those

27:59particular store maybe i can get a top 10

28:01list of things

28:02that i can you know go tell the stores to

28:04stop selling so we don't lose money because

28:05essentially

28:06every time they sell those things we are

28:08giving away money so in order to do that

28:10what i really

28:11need to do is to think of a chart that will

28:13help me do that so let's go build that

28:16chart first then

28:16we'll come back to that visualization so

28:18the first thing i'll do is i'll grab my

28:19profit figure

28:20and i'll just go grab the products from the

28:22product hierarchy and i'll just grab the

28:24product name

28:25and if i put this in put it on columns you

28:27'll see that i built the chart the wrong way

28:29around

28:29it's a little sort of faux pas of mine i

28:31always do this i can just click on this

28:33sort of switch

28:34and this will switch the order of the chart

28:36so let's go ahead and do that and we'll

28:38sort this

28:39from largest to smallest just to make sure

28:41this is working okay hover stove red is our

28:44most

28:44profitable product across the whole data

28:47set flip that around and now it's doing

28:49that in the inverse

28:50way i could have also used these two

28:52options here at the top but i just use the

28:54ones on the axis

28:55because that's you know just a habitual

28:58thing and this is all i really need because

29:00now if i go back

29:01what i want is when i hover over this data

29:04point i want it to use that chart to show

29:07me the context

29:08and show me the least profitable items in

29:10this particular city so to do that there's

29:14a really

29:14easy way to do this we just need to go back

29:17to the tool tip pane and you'll see that

29:19there's this

29:20insert option i deliberately didn't cover

29:21this before because this is where we're

29:23going to cover

29:23it and the first option when you do that

29:26insert is sheets and you'll see a list of

29:29all the sheets

29:30that you've previously used now that's

29:31disappeared because i just want to show you

29:33where those sheets

29:33are so if you look at the bottom here these

29:35are the sheets that it's referring to not

29:38dashboards

29:38specifically sheets okay so if i go in here

29:41you look at sheets you can see you've got

29:43different

29:44sheets and these sheets some of them are

29:46there's multiple inside of a dashboard but

29:47you can see the

29:48one we just created is called a sheet 20 i

29:50should really name my sheets i know this is

29:52bad but i

29:53haven't named it yet get used to it for the

29:55record the worst case scenario i've ever

29:57been is opening

29:58sheet number 232 that's actually happened

30:01to me inside of a you know production work

30:03book that's

30:04just how life is sometimes but anyway let's

30:06hit sheet 20 and you'll see that it adds

30:08this text

30:09and that's because i didn't really tell the

30:11cursor look i want it to be added to the

30:13bottom so let's

30:14go ahead and undo that let's just hit

30:15command zero it didn't didn't undo it i

30:17know pretty much why

30:18that didn't happen so let's go back let's

30:20not tempt fit here let's go to the bottom

30:22because this is

30:23where you really should put this go to

30:25insert let's select sheets go to sheet 20

30:27and now that's there

30:29now before we escape from this i just want

30:31to highlight to you this text represents

30:33the

30:34visualization that goes in my tooltip if

30:36you want to you can preview it just by

30:38going here and you

30:39see you get an example of that tooltip you

30:41can see the city at the top and you get a

30:43preview of the

30:44visualization just below now this

30:46visualization is fairly large it's actually

30:48not fitting inside

30:50of this little gap and for the record the

30:52preview runs off the first row of data okay

30:54so you can see

30:55the city's aachen this is country region

30:58austria state province of bruzi this is the

31:01very first

31:02record in our entire data set at least the

31:04level of detail that we're looking at so

31:06what we can do

31:08is we can actually change some of these

31:09dimensions you'll see that if i look really

31:11closely at this

31:12text again i'll make it larger on screen so

31:14you can see this you get some variables so

31:17you've got

31:17the sheet name sheet 20 so technically i

31:19could even type a different number into

31:21this i could

31:22type the name of the sheet myself and this

31:24will change what goes into the tooltip okay

31:26the maximum

31:28width is 300 so that's the width that this

31:30is going to take up inside of the tooltip

31:31the maximum

31:32height is 300 so this is more like a square

31:34like an instagram image and then you'll see

31:36the filter

31:37item is all fields now this is interesting

31:39because if we can change this then we can

31:42also change the

31:42way this interacts with what we're hovering

31:45over but for now we'll leave it as all

31:47fields i'll go

31:48in hit okay and now if i hover over these

31:50data points you'll see that i have a

31:52visualization and

31:53every time i hover over something it's

31:55telling me the least profitable items in

31:57those places and so

31:58if i go to this city here the red uh city h

32:00annover in germany uh very unprofitable in

32:03fact they gave

32:04away uh well 10 440 pounds in this

32:08particular case and the product that did

32:11the most damage here was

32:13the bevers conference table the apple

32:15smartphone nokia smartphone uh the chrome

32:18cast coffee table

32:19and hamilton beach stove um i can't i can't

32:22see what the end of that is but anyway it's

32:24the

32:24classic 2080 scenario where you know 20 of

32:28the orders are causing 80 of the problems

32:30so if i

32:31just go in and sort out these sort of top

32:3310 items then i'll pretty much gut at most

32:37of the

32:37unprofitability in the stores and i might

32:39even start selling something more

32:40profitable because

32:41i've got the shop for space to do that so

32:43this is how this works so it's very

32:45interesting and

32:46it's very cool now if we go back to that

32:48tooltip options you will notice that we do

32:51have the ability

32:52to change these variables so what i'm going

32:54to do i'm going to highlight all fields and

32:56i'm just

32:56going to move this across so we can sort of

32:59have some context of the uk now in order to

33:01explain

33:02this i'm going to use squares and circles

33:04okay because at the moment what this

33:06tooltip is doing

33:07is when i hover over it so this is the data

33:09point i hover over as an example it's

33:11showing me all the

33:13relevant items that belong to that data

33:15point so in this case this is london okay

33:18what i want it to

33:19do is to actually when i hover over london

33:22i want it to show me the tooltip

33:24visualization for

33:25everything in england but not scotland not

33:28wales so that's essentially like me saying

33:31hey i know

33:31this data point relates to london but what

33:34i actually want you to show me is all the

33:37information

33:38for england so i'll just draw a border here

33:40it's a very crude border over there all the

33:42information

33:42for wales as a separate thing all the

33:44information for scotland as something else

33:46and all the

33:47information for north and northern island

33:49as something else okay that is a very sort

33:52of simple

33:52sort of example so let's go ahead and let's

33:55change this all field and insert what i

33:58think is going to

33:59help us do that and that's actually the

34:01state and province okay so we've got

34:03country state province

34:04and city so if i go ahead and insert state

34:06province then you'll see that we've

34:08actually

34:09changed this parameter here to the

34:11different standard the previously it just

34:14said all fields

34:15now it's state and province click ok and

34:18now if i go back and i hover over london

34:20you'll see that

34:21you see the values canon fax machine color

34:23when i hover over the next place it's still

34:25the same

34:25which means it's not changing because we're

34:28still in england however if i go to wales

34:30we'll see a

34:30different product so now it's only changing

34:33the tooltip the visualization if we go to a

34:36different

34:37region and so you can actually give this

34:38chart a name you can actually say look

34:41least profitable

34:41items in this region least profitable items

34:43in this city you can change all of that

34:45depending on

34:46how you're sort of using this and again it

34:48says the view is too large here in my

34:50tooltip because

34:51of course the list is probably a lot longer

34:53than what i have space to show remember it

34:55's set to 300

34:56pixels tall and 300 pixels wide so that is

35:00a very very very brief introduction to vis

35:04and tall tips

35:05it's actually an extremely powerful feature

35:07and it gets even more advanced than this i

35:09recommend

35:10a session there's a session at conference

35:12which i'll put a link to in the description

35:14i apologies i've forgotten the lady who did

35:16this presentation but i found the

35:17presentation

35:18absolutely brilliant and i'll put the name

35:20on screen now because i'll be able to go

35:23and search

35:23it while i'm not recording and uh yeah go

35:25check out that conference session it's an

35:28absolute

35:28must for anyone who wants to really get to

35:31grips with vis and tall tips and use them

35:33effectively

35:33and know all the tips and tricks there are

35:36some sort of limitations that tableau puts

35:38in

35:38and essentially in that session she does

35:41quite comfortably walk you how to get

35:43around most of

35:44them if that makes sense and how to make

35:45these things even more interactive than

35:47what i've shown

35:47you here but in the spirit of sort of

35:50keeping this brief let's move on this is a

35:52vis and tall tip and

35:53we're pretty much done there's not much

35:55more to add to this um this is good now one

35:58of the other

35:58things we wanted to do is to talk about

36:00this bottom option here which is allow

36:02selection by

36:03category now you will have seen the links

36:05that i was talking about here and when i

36:07actually hover

36:08over let's hover over one city and we'll

36:10just click on it you'll see that when i

36:11hover over

36:12berlin germany and berlin i get a little

36:14bit of underlining and when i hover over

36:16these numbers

36:17i don't and that's because this selection

36:19by category is enabled so if i click on g

36:22ermany

36:22what this actually does is it highlights

36:24everything in germany without me leaving

36:26the tool tip

36:27and the advantage that has is that it's

36:29also aggregating the value for me so i can

36:31see there's

36:31154 cities that sold products and the sum

36:35total of all their profit was 107 323. okay

36:40and that's

36:41a really sort of nice thing to have because

36:43in the tool tip you can just go ahead i can

36:46go and

36:46highlight all the other stores in berlin

36:48there's only one store in berlin that's

36:49fine but in germany

36:50there's a lot more and i'm sure if i had a

36:52sort of what's the word region in here i

36:55could also

36:55highlight those as well and it would

36:57highlight everything in europe so this is

36:59just a nice sort

37:00of thing to be aware about and if you don't

37:02want to enable that because the user doesn

37:03't know how

37:04it's going to work so just untick that

37:06option click ok and now when i click on

37:08that let's click

37:09out and go back in uh here we go you'll see

37:12that now there's no underlining option

37:15coming up and

37:16when i click on it nothing happens

37:17essentially so that's something to be aware

37:19of it's a really

37:20sort of handy feature as well okay so that

37:23is sort of the nuts and bolts of everything

37:26inside

37:26of this tool tip pane i've shown you how to

37:28format them i've shown you how to do vis

37:29and tool tips

37:30i've shown you how this little sort of

37:32weird ruler thing works and hopefully you

37:34've got the

37:35information you need to sort of go out and

37:37start using this a little bit more now

37:39there is one

37:40other thing that does happen in the tool

37:42tip that i won't cover in this video aside

37:45from vis

37:45and tool tips getting more advanced and

37:47those are actions when you set up an action

37:50between

37:50dashboards these essentially do appear

37:53sometimes in a tool tip to just show you an

37:55example let me

37:56go to this customer's view and what i will

37:59do here is i will set up an action that

38:01will send me

38:01to another tab let's see if there's

38:03actually one here already there isn't so

38:05what i'll do is i'll

38:06say look let's go to the dashboard let's

38:08set up an action again don't need to follow

38:10along i'm just

38:10showing you how this works and you'll see

38:12there's a whole bunch of different actions

38:14in here

38:15we'll go ahead and add an action ourselves

38:17and we'll filter okay and what we'll say is

38:20that when

38:20we go from this this tab here the customers

38:23tab i want to send you to the product tab

38:26okay and i

38:26want to do that on selection and i'm not

38:28going to do any sort of advanced rules i'm

38:30just going to

38:31leave everything as default but when i set

38:34this to menu over here you'll see that this

38:37actually

38:37pulls up a menu at the bottom of a tool tip

38:40so let's go ahead and click okay and click

38:44okay to

38:44that and when i hover over this you see

38:46nothing happens when i click on it you'll

38:48see that that

38:49filter that we didn't name turns up as a

38:51link and this is technically at the bottom

38:54of our tool tip

38:55so when i click on this it then does

38:57exactly what i asked it to do it sends me

38:59to this dashboard

39:00with that filter pre-applied and it's like

39:02someone's come and changed this dashboard

39:04on me

39:04so that filter has essentially been applied

39:06and what i should do is this should set

39:08some behavior

39:09that when i click out of this this action

39:11gets cleared and everything is is sort of

39:13going back

39:14to normal what it actually did is it sent a

39:17filter to the dashboard and this filter is

39:19right here you

39:20can see this here it says action custom

39:22okay that's essentially what the dashboard

39:24action did it sent

39:25an instruction to this filter pane if i

39:27remove this you'll see the visualization

39:29goes back to

39:30normal because it essentially just works

39:31like a filter and i can actually go back to

39:33this top one

39:34as well do the same thing it sent the

39:36action here as well remove that and now

39:38that goes back to

39:39normal okay so that's called a dashboard

39:42action they live inside of a tooltip that

39:44doesn't appear

39:45in a responsive one but it does appear in a

39:47more advanced uh tool tip once you've

39:50created it and

39:51only appears when you really really click

39:53on it or when you have a non-advanced non-

39:55responsive

39:55tooltip enabled so we'll do that in a

39:58separate video we'll do a video on actions

40:01and everything

40:02else separately but i just wanted to do

40:04this video on tooltips because um you know

40:06tooltips have

40:06changed a lot a lot of the videos you'll

40:09see out there tell you about hacks that you

40:11don't no longer

40:12need to do you just don't need to do some

40:14of that stuff anymore we have navigations

40:16we have much much

40:17better sort of capabilities we've got set

40:19actions we've got parameter actions these

40:22are all much

40:22better ways of doing some of the more

40:24modern things today so if you're learning

40:25tooltips

40:26get to the basics of a tooltip and then

40:28start doing all those hacks if you really

40:30must thank

40:32you for watching this super long video

40:34hopefully you found it useful if you're

40:36setting up a

40:36dashboard and you just wanted to get to the

40:38basics of tooltips hopefully you found

40:39something useful

40:40in this video if you've enjoyed it please

40:42hit the like subscribe button help the

40:45channel out

40:45help it grow help it reach more people and

40:49i will catch you in the next video thanks

40:52for watching