A scatterplot is a useful tool for visualizing the relationship between two or more variables, and Tableau Desktop is a powerful tool for creating them. In this article, we will go over the steps for creating a 3 level scatterplot drilldown in Tableau Desktop.
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Step 1: Prepare Your Data The first step in creating a scatterplot in Tableau Desktop is to prepare your data. This means ensuring that your data is clean, accurate, and in the proper format. You should also make sure that you have at least two measures and one dimension that you want to use for the scatterplot.
Step 2: Create the Scatterplot To create the scatterplot in Tableau Desktop, you will need to create a new worksheet and drag the dimension and two measures onto the Columns and Rows shelves. Then, select the scatterplot chart type from the Show Me pane. This will create a basic scatterplot with the dimension on the x-axis, the first measure on the y-axis, and the second measure represented by the size of the marks.
Step 3: Add a Drilldown To add a drilldown to the scatterplot, you will need to drag a second dimension onto the Columns or Rows shelf. Then, right-click on the dimension and select “Group.” This will create a new level of detail on the scatterplot and allow you to see the relationship between the measures at different levels of the dimension.
Step 4: Format the Scatterplot To format the scatterplot, you can adjust the size and color of the marks, add a title and labels to the x-axis and y-axis, and add a legend. You can also add filters or actions to the worksheet to make it more interactive.
Step 5: Analyze and Interpret the Results Once you have created your scatterplot, you can use the insights to improve your business. For example, if you notice that certain levels of the dimension have a different relationship between the measures, you can try to understand why and take action accordingly.
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In conclusion, Tableau Desktop is a powerful tool for creating a 3 level scatterplot drilldown. By following these steps, you can create a scatterplot that allows you to easily understand and analyze the relationship between multiple variables. With the drilldown feature, you can quickly identify patterns and trends in your data at different levels of detail and make data-driven decisions.
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