Charting Guideline on Tableau: How to decide what chart to be used

The following is a sharing made by the instructor of the Udemy’s online learning course which I subscribed to. The course is called Tableau for Beginners: Get CA Certified, Grow Your Career.

Okay, now back to the original question which I think most people always ask, how to decide what chart to be used in different situations. The instructor shares some information which I think it may help us to understand and practice more in Tableau so that we can familiarize with the tool and able to pick the right chart next time.

Most of the time when you want to show how a numeric value differs according to different categories, bar charts are the way to go. The eye is very good at making comparisons based on length (as compared with differences in angle, color, etc)

If you are showing change over a date range, you will want to use a line chart.

Histograms and box plots are to show the distribution of data.

Scatter plots show how two continuous variables are related.

There is also more detail in this guide: https://www.tableau.com/learn/whitepapers/tableau-visual-guidebook. It gets into talking about how to use color and other visual elements to add more information to your chart.

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