Tableau Bump Chart

Tableau Bump Chart is used to compare one Dimension against another Dimension using one of the Measure value. Bump Charts will be very useful for exploring the changes in Rank over a time period or region so on.

In this article we will show you, How to Create Tableau Bump Chart with example. For this we are going to write the Custom SQL Query against the SQL Server Data Source so, Please visit Connecting Tableau to SQL Server article to understand the configurations. Custom SQL query we are going to use for this report is:

T-SQL Query

SELECT ProdSubCat.EnglishProductSubcategoryName, 
       Tery.[SalesTerritoryCountry], 
       Prod.EnglishProductName, 
       Prod.Color, 
       Fact.OrderQuantity, 
       Fact.TotalProductCost, 
       Fact.SalesAmount, 
       Fact.TaxAmt, 
       Fact.OrderDate
FROM DimProductSubcategory AS ProdSubCat
   INNER JOIN
     DimProduct AS Prod 
        ON ProdSubCat.ProductSubcategoryKey = Prod.ProductSubcategoryKey 
   INNER JOIN
     FactInternetSales AS Fact 
        ON Prod.ProductKey = Fact.ProductKey 
   INNER JOIN
     [DimSalesTerritory] AS Tery 
        ON Tery.[SalesTerritoryKey] = Fact.[SalesTerritoryKey]

Create a Tableau Bump Chart

Before we start creating Bump Chart, Let us create one calculated field to rank the Dimension members based on the Measure value. In order to do this, Please select the Create Calculated Field option from the Analysis Menu as shown below

Once you select the Create Calculated Field option, a new window will be opened to write the Custom Expression. For now, we are using the Build-in function called INDEX() and named it as Rank as shown below

Next, we converted the newly created calculated field to Discrete by right clicking on the Rank filed and selecting the Convert to Discrete option

In order to create Bump Chart, Drag and Drop the Product Sub Category Name from Dimension Region to Columns Shelf and Sales Territory Country to Color Field present in Marks Shelf as shown below.

Next, Drag and Drop the newly created calculated field Rank from Measures region to Rows Shelf as shown below

From the above screenshot you can observe that, Rank field is ranking as first come first serve. It means, First product is marked as Rank 1, second product as rank 2 and Last product is ranked as Rank 17. This is because, By default Rank filed is computing using the Table Across option but our intention is to Rank the Product Subcategory Name against Country Name using Sales Amount Measure

Before we start changing the calculated field, Let us change the Mark type from Automatic to Line Chart as shown below

Once you are done, following screenshot will be appeared

In order to alter the table calculation of the Rank filed, Please click on the Rank filed on Column shelf and select the Edit Table Calculation.. option from the drop down menu

Once you select the Edit Table Calculation.. option, a new window will be opened. From the below screenshot you can observe that, Rank filed is calculating the rank using Table (Across) option that’s why, First product is marked as Rank 1, second product as rank 2 so forth. In this example, Our intention is to Rank the filed by Sales Amount. In order to achieve the same, Please select the Advanced option from the Compute Using drop down menu

Once you select the Advanced option, a new window will be opened as shown below

Please transfer the Product Subcategory Name and Sales Territory Country fields from Partitioning to Addressing pane. Next, Change the Sort option from Automatic to Filed and select the filed name and aggregate field from the drop down menus. In this example, we want to rank the fields by Sales Amount so, we are selecting Sales Amount as Filed Name, Sum as Aggregated filed and Sort order as Descending as shown below

Click OK and change the Restarting Every option from None to Product Subcategory Name as shown below. It means, Table calculation (for Rank) will check for every new product and Rank them using its Sales Amount

Click OK to finish assigning the Table Calculation to our Bump Chart.

Let us see our final report preview

If you are not comfortable with the Rank field in separate Row, Please click on the Rank filed on Column shelf and unchecked the Show Header option from the drop down menu as shown below

From the below screenshot, we successfully created tableau Bump Chart

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