Tableau Heat Map is used to display the data along with colors. We can create heat map using one or more Dimension member and Measure value. Heat Maps will be very helpful to 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 Tableau Heat Map 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:
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.
From the above screenshot you can observe that, we successfully created the Tableau Heat map
Format Tableau Heat Map
Tableau allows us to format or edit the default colors in Heat map. 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
Please click on the Color button as shown in below screenshot to select the required color for your report.
Once you click on the Color button, a new window called Select color will be opened to edit or pick new color. For now, we are selecting some random color as shown below
From the Edit Colors window, you can click on Apply button to see the live preview as shown below. If you are not comfortable with color 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 color into intervals specifies in Steps box. By default, it is 5 intervals but you can change it as per the report requirements
Following screenshot will show you the final output of our Tableau Heat Map.
Let us change the Matrix to normal table. To do this, Please remove the Color Group from the Columns Shelf and see the Heat Map for detailed understanding