Bar charts (horizontal and vertical) in Tableau - Dashboard Guide

Dashboard Mode - Bar charts (horizontal and vertical)

Dashboard Goal

See sales performance by product category and region using horizontal and vertical bar charts.

Sample Data

Product Category	Region	Sales
Furniture	East	1000
Furniture	West	1500
Technology	East	2000
Technology	West	2500
Office Supplies	East	800
Office Supplies	West	1200

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales])
  Result: 9000
• Vertical Bar Chart: Sales by Product Category
  Columns: Product Category
  Rows: SUM(Sales)
  Bars vertical, height shows sales amount
  Example: Technology bar height = 4500 (2000 + 2500)
• Horizontal Bar Chart: Sales by Region
  Columns: SUM(Sales)
  Rows: Region
  Bars horizontal, length shows sales amount
  Example: West bar length = 5200 (1500 + 2500 + 1200)

Dashboard Layout

+----------------------+-------------------------+
|      Total Sales      |  Sales by Product Category |
|       (KPI Card)      |      (Vertical Bar Chart)  |
+----------------------+-------------------------+
|          Sales by Region (Horizontal Bar Chart)          |
+----------------------------------------------------------+
    

Interactivity

Adding a filter for Product Category or Region updates both bar charts and the total sales KPI card to show only the filtered data.

For example, selecting East region filters the horizontal bar chart to show only East sales, the vertical bar chart updates sales by category for East region, and the KPI card shows total sales for East region.

Self Check

If you add a filter for Region = West, which components update and what changes occur?

• Total Sales KPI Card: Updates to show sum of sales in West region (1500 + 2500 + 1200 = 5200).
• Vertical Bar Chart (Sales by Product Category): Updates bars to show sales only for West region categories.
• Horizontal Bar Chart (Sales by Region): Updates to show only West region bar.

Key Result

Dashboard showing total sales and sales distribution by product category and region using vertical and horizontal bar charts.

Practice

1. Which of the following best describes a vertical bar chart in Tableau?

easy

A. Dimension on Columns and Measure on Rows

B. Dimension on Rows and Measure on Columns

C. Both Dimension and Measure on Rows

D. Both Dimension and Measure on Columns

Solution

1. Step 1: Understand vertical bar chart layout

   Vertical bars are created by placing the dimension on Columns and the measure on Rows in Tableau.

2. Step 2: Match the layout to options

   Dimension on Columns and Measure on Rows matches this layout exactly.

3. Final Answer:

   Dimension on Columns and Measure on Rows -> Option A

4. Quick Check:

   Vertical bars = Dimension on Columns, Measure on Rows [OK]

Hint: Vertical bars: dimension columns, measure rows [OK]

Common Mistakes:

• Confusing horizontal and vertical bar chart layouts
• Placing both dimension and measure on the same shelf
• Swapping rows and columns incorrectly

2. Which Tableau shelf placement creates a horizontal bar chart?

easy

A. Dimension on Rows, Measure on Columns

B. Dimension on Columns, Measure on Rows

C. Measure on Rows only

D. Dimension on Rows only

Solution

1. Step 1: Recall horizontal bar chart setup

   Horizontal bars are made by placing the dimension on Rows and the measure on Columns.

2. Step 2: Identify correct option

   Dimension on Rows, Measure on Columns matches this setup exactly.

3. Final Answer:

   Dimension on Rows, Measure on Columns -> Option A

4. Quick Check:

   Horizontal bars = Dimension on Rows, Measure on Columns [OK]

Hint: Horizontal bars: dimension rows, measure columns [OK]

Common Mistakes:

• Mixing up rows and columns shelves
• Placing only measures without dimensions
• Choosing options with missing shelves

3. Given a dataset with 'Category' as dimension and 'Sales' as measure, what will be the result of placing 'Category' on Rows and 'Sales' on Columns in Tableau?

medium

A. A scatter plot comparing categories and sales

B. A horizontal bar chart showing sales per category

C. A line chart showing sales trend

D. A vertical bar chart showing sales per category

Solution

1. Step 1: Analyze shelf placement

   Category on Rows and Sales on Columns creates vertical bars representing sales per category.

2. Step 2: Identify chart type

   This layout produces a vertical bar chart, not horizontal or other chart types.

3. Final Answer:

   A vertical bar chart showing sales per category -> Option D

4. Quick Check:

   Category rows + Sales columns = vertical bars [OK]

Hint: Category rows + Sales columns = vertical bar chart [OK]

Common Mistakes:

• Assuming horizontal bars instead of vertical
• Confusing bar chart with line or scatter plot
• Ignoring shelf placement rules

4. You created a bar chart but the bars are vertical when you wanted horizontal bars. What is the most likely fix?

medium

A. Remove the dimension from the view

B. Change the mark type to Line

C. Swap the dimension and measure between Rows and Columns shelves

D. Add a filter to the data

Solution

1. Step 1: Identify cause of vertical bars

   Vertical bars appear when dimension is on Rows and measure on Columns.

2. Step 2: Fix by swapping shelves

   To get horizontal bars, swap dimension to Columns and measure to Rows.

3. Final Answer:

   Swap the dimension and measure between Rows and Columns shelves -> Option C

4. Quick Check:

   Swap shelves to switch bar orientation [OK]

Hint: Swap dimension and measure shelves to change bar direction [OK]

Common Mistakes:

• Changing mark type instead of shelf placement
• Removing dimension causing no bars
• Adding filters unrelated to orientation

5. You want to create a dashboard showing sales by region with horizontal bars, but also want to add a vertical bar chart showing profit by region side by side. How should you set up the shelves for each chart in Tableau?

hard

A. For sales: Dimension on Columns, Measure on Rows; For profit: Dimension on Rows, Measure on Columns

B. For sales: Dimension on Rows, Measure on Columns; For profit: Dimension on Columns, Measure on Rows

C. For sales: Dimension on Columns, Measure on Columns; For profit: Dimension on Rows, Measure on Rows

D. For sales: Measure on Rows, Dimension on Rows; For profit: Measure on Columns, Dimension on Columns

Solution

1. Step 1: Set up horizontal bar chart for sales

   Horizontal bars require dimension on Rows and measure on Columns.

2. Step 2: Set up vertical bar chart for profit

   Vertical bars require dimension on Columns and measure on Rows.

3. Step 3: Match options to setup

   For sales: Dimension on Rows, Measure on Columns; For profit: Dimension on Columns, Measure on Rows correctly assigns shelves for both charts.

4. Final Answer:

   For sales: Dimension on Rows, Measure on Columns; For profit: Dimension on Columns, Measure on Rows -> Option B

5. Quick Check:

   Horizontal bars = dim rows, measure columns; Vertical bars = dim columns, measure rows [OK]

Hint: Horizontal bars: dim rows; Vertical bars: dim columns [OK]

Common Mistakes:

• Using same shelf setup for both charts
• Placing measures on wrong shelves
• Confusing dimension and measure roles