Build Insightful Visualizations in Tableau Next

Visualizations are visual representations of your data as a chart or graph. A visualization is a powerful way to explore and analyze data. In Tableau Next, you can build visualizations with rich features, filters, calculations, and actions.

Required Editions

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  • Working in Tableau Next Visualization Builder
    Uncover meaningful insights from your data with the Tableau Next’s primary authoring interface: the Visualization Builder. Create visualizations or tables in your workspace that connect related data and explore trends, and analyze performance. Use the results to draw conclusions about your business and make informed decisions.
  • Work with Data Tables in Tableau Next
    Use Data Table view in Tableau Next to review and compare exact values across records in a structured, row-and-column layout. This view makes it easy to scan, sort, and validate data across multiple fields without opening individual records. Data Table view also helps you identify duplicates and anomalies at a glance.
  • Highlight Data Patterns in Tables with Color Encoding
    Apply color or a range of colors to measure values or their cell backgrounds in a Tableau Next table to highlight key values, such as profit or sales. Use calculated fields with color encoding to highlight values that meet specific criteria.
  • Create a Visualization with Semantic Model Data
    Build a Tableau Next visualization on your semantic model data to discover valuable insights about your business. For example, create a visualization that shows sales patterns by product category and sub-category.
  • Analyze Comparable Measures with Dual and Synchronized Axes
    Use dual axes in Tableau Next to compare two measures on separate axes in the same chart across a shared dimension. Because each measure retains its own scale, you can highlight patterns and trends side by side while keeping the chart easy to interpret. To surface differences between measure values more clearly, synchronize the axes to align them to a common scale. For example, in a chart, compare sales and profit by product sub-category using dual axes. Then synchronize the axes to evaluate how closely profitability aligns with sales.
  • Create a Funnel Chart to Show Value Drop-Offs Across Stages
    In Tableau Next, you can quickly surface patterns as your data moves through a process or workflow with funnel charts. Compare conversion from one stage to the next and spot bottlenecks in business operations to prioritize areas for improvement and efficiency gains. For example, analyze how opportunities move through your sales stages in a funnel chart to pinpoint the stages where opportunities need attention first.
  • Comparing Values and Categories with Area Charts
    Spot changes in overall volume and how categories contribute to those changes with Tableau Next area charts. Show a measure as a single filled area, or divide it into stacked, colored bands to compare category contributions.
  • Analyzing Data with Radial Charts in Tableau Next
    Radial charts use a circular layout to organize and show data around a central point. Different radial chart types are designed to support different analytical needs. Use them to compare parts to a whole, identify cyclical patterns, evaluate progress toward goals, and visualize recurring trends.
  • Highlight Metric Value Changes in a Waterfall Chart
    Visualize how a key value evolves over time or across categories by showing the cumulative effect of both positive and negative changes in a waterfall chart. This chart type, based on a bar chart, is ideal for highlighting the net effect each individual value has on the final value. For example, compare pipeline value across opportunity stages to see how each stage contributes to total potential revenue.
  • Visualize Data Intensity and Patterns in Heat Maps
    In Tableau Next, use heat maps to compare measure values across related categories and quickly locate where your data shows high or low concentrations. With color coding applied to a heat map, identify key data correlations, such as the impact of web traffic on sales. Or highlight outliers, like a low-engagement period on a top-selling product, so that you can address anomalies quickly. For example, compare product subcategories across each region in a heat map to see which subcategories drive the most profit in each region.
  • Analyzing Flow Across Stages with Sankey Charts in Tableau Next
    Review how data values move across stages in a process to understand how they split, combine, or drop off. Define the stages using levels, and show the flow between them with links, where the width reflects the relative value being transferred. Use Sankey charts to evaluate how inputs lead to outcomes and identify the most and least effective paths. The order of levels determines the direction of the flow and what you focus on in the analysis.
  • Customizing Tableau Next Data Views with Marks Properties
    Customize how your data appears and control the level of detail shown in your data views using Marks properties. Apply colors that align with your data and preferences. Add labels to show exact values and provide context. Or encode data by size for faster comparison of values. The marks available to you depend on the data view you select.
  • Evaluating Performance with the Analytics Pane
    Interpret your data with advanced analytics tools in Tableau Next to support informed business decisions. Apply forecasting models to historical data to project future outcomes and identify trends. Use reference lines to compare metrics against benchmarks and evaluate performance in your visualizations.
  • Enhancing Your Analysis with Advanced Features
    Analyze your data for different scenarios and compare outcomes using parameters. Use calculated fields to define new values and answer targeted questions. Explore your data more efficiently across multiple levels of detail with dimension hierarchies.
  • Add Filters to a Tableau Next Visualization
    Use filters to focus on a subsection of your data. For example, zero in on sales orders greater than $10,000 in the Central region. You can apply filters to both measures and dimensions.
  • Sort Data in a Visualization
    Choose whether data in your visualization is sorted in ascending or descending order. For example, identify the sub-category with the highest sales in each product category.
  • Add Actions to Visualizations
    Make your Tableau Next visualizations more powerful by adding actions so users can act directly from the data, boosting their productivity. Use actions to add dynamic navigation or create and update records based on their selections.