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Labeling Overlapping Marks With One Label


Published: 25 Jul 2018
Last Modified Date: 26 Jul 2018

Question

How to add one label for a group of overlapping or stacked marks.

For example, labeling points on a map with the same zip code with a list of all customer names. Or labeling points on a scatter plot with the same measure values with the total number of points in the stack.

Environment

Tableau Desktop

Answer

Option 1: Creating a text list

For directions on creating a concatenated text/string list see Listing All Members Of a Dimension in a Tooltip

Option 2: Create a numeric label of a total value

In this scenario, each point is defined as a [Customer Name], but many customers are in each [Sales (bin)] and [Profit (bin)]. This means that the marks for these customers will overlap on the scatter plot.
  1. Select Analysis > Create Calculated Field.
  2. In the Calculated Field dialog box that opens, do the following, and then click OK:
    1. Name the calculated field. In this example, the calculated field is named "Total Customers per Sales and Profit Bin"
    2. In the formula field, create a calculation similar to the following: { FIXED [Sales (bin)], [Profit (bin)] : SUM([Number of Records]) }
    3. Note: The fields [Sales (bin)] and [Profit (bin)] should be replaced with the measures used to define the coordinates of each point on the scatter plot. The field [Number of Records] can be replaced with any measure to return a total of that measure.
  3. ​Drag [Total Customers per Sales and Profit Bin] to Label on the Marks card.
  4. (Optional) Click on Label on the Marks card, and in the dropdown do the following:
    1. Check Allow labels to overlap other marks
    2. Open the Alignment dropdown
    3. Under Vertical, select the Middle icon
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