Tableau Text Label

In Tableau, we can create Pivot data (also called as Text Labels, or Crosstabs) by placing one dimension in Column shelf, and another dimension in Row shelf. Let us see how to Create a Tableau Text Label with an example.

For this Tableau Text Label demo, we are going to write the Custom SQL Query against the SQL Server Data Source. I suggest you to refer Connecting Tableau to SQL Server article to understand the Tableau configurations. The custom SQL query that we are going to use for this report is:

-- SQL Query to create a Text lable in Tableau
SELECT ProdCat.EnglishProductCategoryName, 
       ProdSubCat.EnglishProductSubcategoryName, 
       Geo.EnglishCountryRegionName, 
       Geo.StateProvinceName, 
       Geo.City, 
       Geo.PostalCode, 
       Geo.IpAddressLocator, 
       Prod.EnglishProductName, 
       Prod.Color, 
       Prod.DealerPrice, 
       Cust.FirstName, 
       Cust.LastName, 
       Cust.Gender, 
       Cust.YearlyIncome, 
       Cust.EnglishEducation, 
       Cust.EnglishOccupation, 
       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
     DimProductCategory  AS ProdCat ON ProdSubCat.ProductCategoryKey = ProdCat.ProductCategoryKey 
   INNER JOIN
     FactInternetSales AS Fact ON Prod.ProductKey = Fact.ProductKey 
   INNER JOIN
     DimCustomer AS Cust ON Fact.CustomerKey = Cust.CustomerKey
   INNER JOIN
     DimGeography AS Geo ON Cust.GeographyKey = Geo.GeographyKey

Create a Tableau Text Label

In this example, we are going to create a text label in Tableau. For this, first drag and drop the English Product Subcategory Name from Dimensions Region to Rows Shelf, and Order Date (Year) to Column Shelf.

Tableau Text Label 1

Next, drag and drop the Sales Amount from Measures Region to Text field present in Marks Shelf.

Tableau Text Label 2

From the above screenshot, you can see we don’t have much data for the years 2010 and 2011. So, we excluded those years by selecting those columns in a report and chose the Exclude option from the tooltip.

Tableau Text Label 3

Next, drag and drop the English Country Region Name from Dimensions section to Rows Shelf on the left side of the product subcategory.

Tableau Text Label 4

The above screenshot shows the complete cross tab report. Let us interchange the positions of the dimensions in Row shelf.

Tableau Text Label 5

Here, we replaced the product subcategory name in row shelf with the color dimension

Tableau Text Label 6

Add Table Calculation to Tableau Text Label

To add the Tableau table calculation as a text label, please select and right-click on the Sales Amount measure (change as per your requirement) will open the context menu. Here you have to choose the Add Table Calculation option, as shown below.

Tableau Text Label 7

Once you select the Add Table Calculation option, a new window called Table Calculation will open. Here we are choosing the Calculation Type as the percent of Total and Computed by Table (crosstab). Remember, we will discuss the Table calculations in another article, and here we will focus on the crosstabs report only.

Tableau Text Label 8

The following screenshot will show you the Tableau Crosstab report along with the Percentage total. As you can see, we got the maximum percentage of sales in 2013 compared to 2012 and 2014.

Tableau Text Label 9