Here is your Tableau Doughnut Chart

Kejsi Bebi

A simple way to think about Doughnut charts, is “a Pie Chart with a cut-out centre”. They are easily created on Tableau Desktop and could be a good option when trying to display data in slices, with each slice representing either a Category or Dimension. If we choose our numbers to be shown in percentiles, the sum of the slices will total 100%.

Below you will find step by step guide on how to create a Doughnut Chart on Tableau Desktop:

We initially start by connecting to our Sample EU superstore file found on Tableau data set samples. Instead of Automatic we make sure to have Pie selected a mark type under Marks. The next step is to drag and drop Segment into Color and Sales into Size. Your worksheet should look like this:



You could choose to label the graph by clicking Label and selecting Show mark labels and/or resize it subject to preferences.

The next step will require us to drag the Number of Records into Rows. We perform the same action again in order to switch to a dual-axis chart. On the Rows pane, we can now change the aggregation on the Number of Records from Sum to Minimum by right-clicking both instances of Number of Records, and selecting Measure(Sum) > Minimum.

Lastly, on Rows right-click on the second pill of Number of Records, and then select Dual Axis.

The image should look something like this : 

The final step will be to change the second pie chart. We do this by by clicking MIN(Number of Records) (2) on the Marks card. We continue by removing Customer Segment from Color and Sales from Size. We then click into Color, and select the same color as our background, which in our example is white. We then click on the Size card and drag the slider to the left to make the circle slightly smaller. Finally, we drag Sales onto Label and right-click on each of the axes to hide Header by checking the Show Header function.

 

Do-nut...use a Doughnut chart where: 

You only have one category/dimension that you would like to plot. 

You have zero or negative values on your data. 

You have more than 6-7 categories or dimensions you’d like to be included to the view. This makes the difference between the Doughnut slices hard to be spot and might jeopardize your graphical efficiency.

Using a Doughnut chart helps users view the proportional areas of the slices as part of a whole chart. By hovering your mouse over to the specific parts of the Doughnut you can find out more information about each slice which you could later use for comparison purposes. 

Doughnut charts are at times criticised for focusing too much on the proportionality of the slices to one another than to the chart as a whole. Hence, when you try to compare Doughnut Charts together it might be difficult to spot the differences amongst the slices.

The good news here is that when creating a Doughnut chart you can easily visualise your consumers’ segments and their relative revenue figures, to see which segment has generated the highest sales.

In this way, you can have your Doughnut (and eat it too).

 

 

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