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, 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 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
Next, Please select the Heat Map from the Show Me window as shown below
Once you complete, the following screenshot will display 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 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
Change Heat Map Colors
Please click on the Color button to select the required color for your Tableau Heat map report.
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
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
The following screenshot will show you the final output of our Tableau Heat Map colors.
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