KNOWLEDGE BASE

## How to create dynamic quadrant chart and color background.

Published: 22 Dec 2022

### Question

How to create dynamic quadrant chart and color background.

<Desired Behavior> ### Environment

• Tableau Desktop

<STEP 1>
-Combining Data Sources-

1. Connect to Sample Superstore.
3. Double click on Orders -> Drag Sheet1 of 'Quadrant.xlsx' to palette. 4. Select 'Create Join Calculation' from the Data Source pull-down menu. -> Enter '1' . 5. Select [Link] from the Sheet 1 pull-down menu. -> Select Full Outer. <STEP 2>

6. Move to Sheet 1 tab.
7. With right clicking , drag [Sales] to Columns -> Select AVG(Sales).
8. Drag [Profit Ratio] to Rows.
9. Drag [Manufacturer] to Detail on Marks.
10. Create a new parameter as following. 11. Create a new parameter as following. 12. Right click on [Profit Ratio Target] and [Sales Target] -> Show Parameter.
13. Right click on Y-axis (Profit Ratio) -> Add Reference Line -> Set as following. 14. Right click on X-axis (Avg.Sales) -> Add Reference Line -> Set as following. <STEP 3>
-Color background-

15. Create a new calculated field as following.
Name : Max Sales
Calculation : {MAX({ FIXED [Manufacturer]:AVG([Sales])})}
16. Create a new calculated field as following.
Name : Min Sales
Calculation : {MIN({ FIXED [Manufacturer]:AVG([Sales])})}
17. Create a new calculated field as following.
Name : Max Profit Ratio
Calculation : {MAX({ FIXED [Manufacturer]:[Profit Ratio]})}
18. Create a new calculated field as following.
Name : Min Profit Ratio
Calculation : {MIN({ FIXED [Manufacturer]:[Profit Ratio]})}
19. Create a new calculated field as following.
Name : X Axis
Calculation : IF ATTR([Quadrant]) = "Data" THEN AVG([Sales])
ELSEIF ATTR([Corner]) = 3 OR ATTR([Corner]) = 4 THEN [Sales Target]
END
20. Create a new calculated field as following.
Name : Y Axis
Calculation : IF ATTR([Quadrant]) = "Data" THEN [Profit Ratio]
ELSEIF ATTR([Corner]) = 2 OR ATTR([Corner]) = 3 THEN [Profit Ratio Target]
ELSEIF STARTSWITH(ATTR([Quadrant]),"Top") THEN ATTR([Max Profit Ratio])
ELSEIF STARTSWITH(ATTR([Quadrant]),"Bottom")  THEN ATTR([Min Profit Ratio])
END
21. Drag [X Axis] over [AVG(Sales)] on the Columns shelf. 22. Drag [Y Axis] over [AGG (Profit Ratio)] on the Rows shelf.
23. Drag [X Axis] next to [AGG (X Axis)] on the Columns shelf. 24. Expand Mark Cards named "AGG (X Axis) (2)" -> Delete [Manufacturer] placed in Labels -> Change the chart type to Polygon. 25. Right click on [Corner] on Data pane -> Convert to Dimension.
26. Drag [Corner] to Path on Marks. 27. Drag [Quadrant] to Color on Marks.
28. Click on Color on Marks -> Adjust color Opacity. 29. Right click on right [AGG (Sales)] on Rows -> Dual Axis.
30. Right click on Y Axis -> Edit Axis -> Delete Axis title.
*Apply the same procedure to the lower X Axis.
31. Right click on upper X Axis -> Show Header.