How to Create a View That Combines the Pie Chart and the Bubble Chart

Published: 02 Apr 2024
Last Modified Date: 02 Apr 2024

Question

How to create a view that uses a pie chart for a packed bubble view.
User-added image

Environment

Tableau Desktop.

Answer

Follow along using the sample packaged workbook found in the Attachment section of this article.

1. Create a calculation field [Coordinate(x)] to locate the display position of the pie chart on the x- axis.

CASE [Segment]
WHEN 'Consumer' THEN 3
WHEN 'Corporate' THEN 2
WHEN 'Home Office' THEN 1.5
END

2. Create a calculation field [Coordinate(y) ] to locate the display position of the pie chart on the y- axis.

CASE [Segment]
WHEN 'Consumer' THEN 1.5
WHEN 'Corporate' THEN 2
WHEN 'Home Office' THEN 1.2
END

3. Add the [Coordinate(x)] to the Columns shelf and right-click on it change the the [Measure] to [Average] as shown below.
User-added image

4. Add the [Coordinate(y)] to the Rows shelf and right-click on it to change the the [Measure] to [Average] as shown above.

5. On the Marks card do the following:
・Select [Pie] chart type from the pull-down list.
・Add [Sales] to [Size] and [Angle]
・Add [Category] to [Color]
・Add [Segment] to [Details] and [Text]
User-added image