Tableau Donut Chart – Let your Data Erupt with Tableau Donut
In this tutorial, we are going to learn how to create a Tableau donut chart which is an advanced type chart. Open your Tableau and upload a dataset in it. Then follow the steps given in the section below and create your first donut chart with us.
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What is Donut Chart?
As the name suggests, a donut chart is a pie chart with a hole in its center thus, looking like a donut. Now you will ask why to use a donut chart when we already have a pie chart?
Well, as all good things can always be better, when we have an empty space in the middle of a pie chart (making it a donut chart) we can include cumulative figures on them along with the values pertaining to individual categories in a pie chart.
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Thus, a donut chart is a hollow circular chart that is divided into multiple segments in proportion with the related values. In the center of it is an empty space where we can add labels showing a total value or a parameter as a whole so that you can instantly compare it with the segment values.
How to Create Donut Chart in Tableau?
Follow the steps given below to create a donut chart in your Tableau software.
Step 1: Create Two Aggregate Measure Fields
Step 2: Select Mark Type for Measures
Next, we select the mark type for the first measure as Pie from the Marks list. Also, note that by creating two aggregate measures, we have two sections for each measure in the Marks card. We will use these two sections for both measures discreetly to create our Tableau donut chart.
Step 3: Add Set of Fields to Get Pie Chart
Now, we will add a set of fields in Color, Angle, and Label cards of the Marks section. Please note that we are adding these fields in the first AGG(avg(0)) field column. By adding these fields in the appropriate columns, we get a pie chart as seen in the screenshot below, with three sections, name labels, and value labels.
We apply a Quick Table Calculation to our SUM(Sales) field by right-clicking on it, selecting the option Quick Table Calculation and then selecting Percent of Total. This will show the percent of the total sales for each category in the labels of the chart.
Step 4: Select Circle from Drop-Down List
Step 5: Select Color Card to Change Circle Color
We change the color of the circle from grey to white. To do this, click on the Color card and select white from the given color palette. Again, make sure that you are performing this step for the second measure field.
Step 6: Add Measure Field into Label Card
Look closely, our last step creates a white circle on the lower half of the plot area. Before we go ahead, we add a measure field, Sales into the Label card of the second aggregate measure section. This adds a value showing total sales for all three categories below the white circle.
Step 7: Select Dual Axis to Combine Charts
Now, it’s time to combine these two charts and get a step closer to our final tableau donut chart. To do this, right-click on a measure field name present in the Rows section and select Dual Axis from the drop-down menu.
Step 8: Click on Size Card to Reduce Size
Right now, all we see is a white circle, with data labels around it. It is because the two charts completely overlap each other. To bring the second chart in the front, click on the Size card and reduce the size of the white circle.
Step 9: Finalise Tableau Donut Chart
Once we adjust the size of the inner white circle, we could see a donut-shaped chart having three sections and data labels. In the center of the donut chart, we have the total sales value for all the three categories.
Step 10: Change the Color Scheme of the Chart
In the same way, we can format our tooltip from the Tooltip card. In this way, our donut chart, showing total sales value for all three categories, sales value for each category and sales percentage for each category is ready. The three categories are shown in different colors making it easy for us to identify them.
So, this concludes our tutorial on the Tableau donut chart. We hope you were able to easily understand and learn the steps to create a donut chart in Tableau from our explanation.
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