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Tableau Chart Types and Customization

Explore various chart types and customization options in Tableau

Common Chart Types

1. Bar Chart

Best for: Comparing categories

How to create:

  1. Drag Dimension to Columns
  2. Drag Measure to Rows
  3. Done!

2. Line Chart

Best for: Trends over time

How to create:

  1. Drag Date to Columns
  2. Drag Measure to Rows
  3. Select "Line" from Show Me

3. Pie Chart

Best for: Parts of a whole

How to create:

  1. Drag Dimension to Color
  2. Drag Measure to Angle
  3. Select "Pie" from Show Me

4. Scatter Plot

Best for: Relationship between two numbers

How to create:

  1. Drag Measure to Columns
  2. Drag another Measure to Rows
  3. Drag Dimension to Detail

5. Area Chart

Best for: Volume over time

How to create:

  1. Create a line chart
  2. Change mark type to "Area"

Show Me Panel

Click "Show Me" (top-right) to see all chart options. Tableau highlights which charts work with your data.

Chart Selection Guide

Data TypeBest Chart
Categories comparisonBar
Time trendLine
Parts of wholePie
Two numbers relationshipScatter
GeographicMap

Customizing Charts

Change Colors

  1. Click "Color" on Marks card
  2. Choose a color or palette

Add Labels

  1. Click "Label" on Marks card
  2. Check "Show mark labels"

Change Size

  1. Drag measure to "Size"
  2. Or click Size and adjust

Add Tooltips

  1. Click "Tooltip" on Marks card
  2. Edit the tooltip text

Formatting Options

Right-click chart:

  • Format - Change fonts, lines, colors
  • Edit Title - Change chart title
  • Edit Axis - Change axis settings

Quick Tips

  • Use bar charts for comparison
  • Use line charts for time
  • Avoid pie charts with many categories
  • Keep it simple!

Summary

Start with bar and line charts. Use Show Me to explore options. Customize with colors, labels, and formatting!