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Creating a Correlation Value Matrix


Published: 15 Aug 2017
Last Modified Date: 15 Aug 2017

Question

How to create a correlation value matrix in Tableau Desktop.

Environment

  • Tableau Desktop 10.3.1
  • Mac OS
  • Excel

Answer

The below examples of calculated fields are based on the attached workbook Correlaton Value Matrix.twbx. The data source pane will show that a self join is applied.

Step 1 - Create a Calculated Field for the Correlation

  1. Select Analysis > Create calculated field
  2. Name the field "CORR Value", enter the following formula and click OK
    CORR([Value1],[Value2])
  3. In the attached workbook, Value1 = Product1 and Value2 = Product2

Step 2 - Create a Calculated Field to filter the Value

  1. Select Analysis > Create calculated field
  2. Name the field "Product Filter", enter the following formula and click OK
    [Value1]<>[Value2]
  3. In the attached workbook, Value1 = Product1 and Value2 = Product2

Step 3 - Build the View

  1. Drag [Value1] to Columns.
  2. Drag [Value2] to Columns.
  3. Drag the Calculated Field "CORR Value" to Color and Text
  4. Change the Mark type to Square
  5. Drag the the Calculated Field "Product Filter" to Filter and select True
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