Size encoding in Tableau - Dashboard Guide

Dashboard Mode - Size encoding

Dashboard Goal

Understand how sales amount varies by product category and region using size encoding to show sales volume differences visually.

Sample Data

Region	Product Category	Sales Amount	Units Sold
East	Furniture	5000	50
East	Technology	12000	30
West	Furniture	7000	70
West	Office Supplies	3000	100
Central	Technology	9000	45
Central	Office Supplies	4000	80

Dashboard Components

• KPI Card: Total Sales calculated as SUM([Sales Amount]). Displays total sales of 40,000.
• Bubble Chart: Shows Product Category on X-axis and Region on Y-axis. Bubble size encodes SUM([Sales Amount]). Larger bubbles mean higher sales. Color differentiates product categories.
• Bar Chart: Displays Units Sold by Region. Uses SUM([Units Sold]) for bar height.

Dashboard Layout

+----------------------+----------------------+
|      KPI Card        |    Bubble Chart      |
|  (Total Sales)       |  (Size encodes sales)|
+----------------------+----------------------+
|                      Bar Chart (Units Sold)  |
|                      by Region               |
+---------------------------------------------+

Interactivity

A filter for Region allows users to select one or multiple regions. When applied, the KPI card updates total sales for selected regions, the bubble chart resizes bubbles accordingly, and the bar chart shows units sold only for those regions.

Self Check

If you add a filter to select only the East region, which components update and how?

• KPI Card: Updates to show total sales of 17,000 (5000 + 12000).
• Bubble Chart: Shows bubbles only for East region categories with sizes reflecting sales amounts (Furniture smaller than Technology).
• Bar Chart: Displays units sold only for East region (total 80).

Key Result

Dashboard showing sales volume differences by product category and region using size encoding in a bubble chart, with total sales KPI and units sold bar chart.