Tableau Heat Map is used to display the data along with colours. We can create a heat map using one or more Dimension member and Measure value. Heat Map in Tableau will be very helpful to compare the data by their colour. 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 Tableau Heat Map with an 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 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 Tableau Heat Map on 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
Next, Please select the Heat Map from the Show Me window as shown below
Once you are done, following screenshot will be displayed with the default colors.
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 colours in Heatmap. In order 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
Change Heat Map Colors
Please click on the Color button as shown in below screenshot to select the required color for your Tableau Heat map report.
Once you click on the Color button, a new window called Select colour will be opened to edit or pick a new colour. For now, we are selecting some random colour as shown below
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 colour combination, you can edit and reapply. This is the biggest advantage of tableau desktop.
If you select the Stepped Color Option, Color Palette will break the colour into intervals specifies in Steps box. By default, it is 5 intervals but you can change it as per the report requirements
The following screenshot will show you the final output of our Tableau Heat Map colors.
Let us change the Matrix to a normal table. To do this, Please remove the Color Group from the Columns Shelf and see the Tableau Heat Map colors for a detailed understanding