Tableau Heat Map

Tableau Heat Map is used to display the data along with colors. We can create a heat map using one or more Dimensions member and Measure value. Heat Map in Tableau will help compare the data by their color. For instance, How many products are fallen short, and How many products are above our expectations so on.

In this article, we will show you how to Create a Tableau Heat Map with an example. For this Heat Map demo, we are going to write the Custom SQL Query against the SQL Server Data Source.

Please visit Connecting Tableau to SQL Server article to understand the configurations. And the custom SQL query we are going to use for this Tableau Heatmap report is:

SELECT Geo.EnglishCountryRegionName, 
       Geo.StateProvinceName, 
       Geo.City, 
       Prod.EnglishProductName, 
       Prod.Color, 
       Fact.OrderQuantity, 
       Fact.TotalProductCost, 
       Fact.SalesAmount, 
       Fact.TaxAmt, 
       Fact.[Freight]
FROM DimProduct AS Prod 
   INNER JOIN FactInternetSales AS Fact 
      ON Prod.ProductKey = Fact.ProductKey 
   INNER JOIN DimSalesTerritory AS Terry 
      ON Terry.[SalesTerritoryKey] = Fact.[SalesTerritoryKey] 
   INNER JOIN DimGeography AS Geo 
      ON Geo.[SalesTerritoryKey] = Terry.[SalesTerritoryKey]

Create Tableau Heat Map

In this example, we are going to create a Tableau Heat Map on the Matrix report or cross tab report. First, Drag and Drop the Colors group (which we created in Tableau Grouping article) from Dimension Region to Columns Shelf and Country name from Dimension Region to Rows Shelf. Next, Drag and Drop the Sales Amount from Measures region to Text Field present in Marks Shelf as shown below

Tableau Heat Map 1

Next, Please select the Heat Map from the Show Me window.

Tableau Heat Map 2

Once you complete, the following screenshot will display with the default colors.

Tableau Heat Map 3

From the above screenshot, you can observe that we successfully created the Tableau Heatmap

Format Tableau Heat Map

Tableau allows us to format or edit the default colors in Heatmap. To format the default colors, Please click on the Down arrow as shown below and select the Edit Colors.. option from the drop-down menu

Tableau Heat Map 4

Change Heat Map Colors

Please click on the Color button to select the required color for your Tableau Heat map report.

Tableau Heat Map 5

Once you click on the Color button, a new window called Select color will open to edit or pick a new color. For now, we are selecting some random color

Tableau Heat Map 6

From the Edit Colors window, you can click on the Apply button to see the live preview, as shown below. If you are not comfortable with the color combination, you can edit and reapply. It is the main advantage of Tableau desktop.

If you select the Stepped Color Option, Color Palette will break the color into intervals specifies in Steps box. By default, it is five intervals, but you can change it as per the report requirements

Tableau Heat Map 8

See the final output of our Tableau Heat Map colors.

Tableau Heat Map 9

Let us change the Matrix to a regular table. To do this, Please remove the Color Group from the Columns Shelf and see the Tableau Heat Map colors for a detailed understanding

Tableau Heat Map 10

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