I do love drawing visualizations in Tableau and every time I see something interesting on a website, PowerPoint deck, magazine or any other presentation tool, the first thing that comes to mind is can I create this in Tableau? This was my thoughts when I saw Process Circles in PowerPoint and this step-by-step tutorial will go through the process of creating a process circle to visualise the number of opportunities at each stage of an Opportunity Pipeline, so let us get started.

Note: As always never choose a data visualisation type and try to fit your data into it, instead, understand your data and choose the best visualization for your data consumers. 

Data

Load the following data into Tableau Desktop / Public.

Opportunity StagePathNumber of Opportunities
Initial Contact1100
Initial Contact204100
Qualification180
Qualification20480
Meeting145
Meeting20445
Proposal145
Proposal20445
Close190
Close20490

Note: we need two records for each stage as we are going to be drawing polygons and using densification to get more points on our canvas.

Calculated Fields

With our data set loaded into Tableau, we are going to create the following Calculated Fields and Bins:

Path (bin)

  • Right click on Path, go to Create and select Bins…
  • In the Edit Bins dialogue window:
    • Set New field name to Path (bin).
    • Set Size of bins to 1.
    • Click Ok.

Index

INDEX()-1

TC_Stage Number

WINDOW_MAX(MAX([Number]))

TC_Total Number

WINDOW_SUM(SUM([Number]))/2

TC_Step Size

[TC_Stage Number]/[TC_Total Number]*3.6

TC_Starting Point

(RUNNING_SUM([TC_Stage Number])-[TC_Stage Number])
*(360/[TC_Total Number])

X

IF [Index] = 0 THEN
    SIN(((([Index]*[TC_Step Size])
    +[TC_Starting Point])+10)*PI()/180)*1.25
ELSEIF [Index] <= 101 THEN
    SIN(((([Index]*[TC_Step Size])
    +[TC_Starting Point])-1)*PI()/180)
ELSEIF [Index] = 102 THEN
    SIN(((([Index]*[TC_Step Size])
    +[TC_Starting Point])+10)*PI()/180)*1.25
ELSE
    SIN((((203-[Index])*[TC_Step Size])
    +[TC_Starting Point])*PI()/180)*1.5
END

Y

IF [Index] = 0 THEN
    COS(((([Index]*[TC_Step Size])
    +[TC_Starting Point])+10)*PI()/180)*1.25
ELSEIF [Index] <= 101 THEN
    COS(((([Index]*[TC_Step Size])
    +[TC_Starting Point])-1)*PI()/180)
ELSEIF [Index] = 102 THEN
    COS(((([Index]*[TC_Step Size])
    +[TC_Starting Point])+10)*PI()/180)*1.25
ELSE
    COS((((203-[Index])*[TC_Step Size])
    +[TC_Starting Point])*PI()/180)*1.5
END

Let us go through Y because it really does deserve our attention:

  • We have 4 different points to draw:
    • Index is 0 which is the back of the arrow indent.
    • Index is 102 which is the tip of the arrow.
    • Index is between 0 and 102 which draws the inside line.
    • Index is greater than 102 which draw the outside line.
  • Multiplying the degrees by PI() and then dividing by 180 converts degrees to Radians.
  • We multiply by the Step Size to ensure that we size our arrows correctly.
  • We add the starting point so that our arrows align with each other.

So now that we have created a lot of Calculated fields, we will now put this together into a Worksheet.

Worksheet

We will now build our worksheet:

  • Change the Mark Type to Polygon.
  • Drag Path (bin) onto Columns.
    • Right-click on the pill and make sure that Show Missing Values is selected.
    • Drag this object onto the Path Mark.
  • Drag Opportunity Stage onto Color.
  • Drag X onto Columns.
    • Right-click on X, go to Compute Using and select Path (bin).
  • Drag Y onto Rows.
    • Right-click on Y, go to Compute Using and select Path (bin).

You should now see something like the following:

No need to panic, we just need to adjust the Table Calculations, so now let us:

  • Right-click on the X object in Columns and select Edit Table Calculations.
    • In Nested Calculations select TC_Stage Number:
      • In Compute Using select Specific Dimensions.
      • Tick Opportunity Stages and Path (bin) and ensure that Opportunity Stages is on top.
      • In At the level select Deepest.
      • In Restarting every select Opportunity Stages.
    • In Nested Calculations select TC_Total Number:
      • In Compute Using select Specific Dimensions.
      • Tick Opportunity Stages and Path (bin) and ensure that Opportunity Stages is on top.
      • In At the level select Deepest.
      • In Restarting every select None.
    • In Nested Calculations select TC_Starting Point:
      • In Compute Using select Specific Dimensions.
      • Tick Opportunity Stages only.
  • Right-click on the Y object in Columns and select Edit Table Calculations.
    • In Nested Calculations select TC_Stage Number:
      • In Compute Using select Specific Dimensions.
      • Tick Opportunity Stages and Path (bin) and ensure that Opportunity Stages is on top.
      • In At the level select Deepest.
      • In Restarting every select Opportunity Stages.
    • In Nested Calculations select TC_Total Number:
      • In Compute Using select Specific Dimensions.
      • Tick Opportunity Stages and Path (bin) and ensure that Opportunity Stages is on top.
      • In At the level select Deepest.
      • In Restarting every select None.
    • In Nested Calculations select TC_Starting Point:
      • In Compute Using select Specific Dimensions.
      • Tick Opportunity Stages only.

If all has gone well you should now see the following:

Now we need to adjust the visualisation by:

  • Editing tooltips.
  • Editing colours and adding a white border.
  • Editing fonts.
  • Removing gridlines.
  • Hiding headers.
  • Sort the Opportunity manually to be:
    • Initial Contact
    • Qualification
    • Meeting
    • Proposal
    • Close

And you should then end up with something like the following:

and boom, that is a wrap, we have gone through and drawn ourselves an Interactive and Dynamic Process Chart, seriously, drag Opportunity Stage onto the filter and have a play. 

You can see and interact with my visualisation on Tableau Public at: https://public.tableau.com/profile/toan.hoang#!/vizhome/ProcessCycles/ProcessCycle

Summary

I hope you all enjoyed this article as much as I enjoyed writing it, if so, please do share this article with fellow Tableau addicts and spread the love. Do let me know if you experienced any issues recreating this Visualisation, and as always, please leave a comment below or reach out to me on Twitter @Tableau_Magic.

If you want to learn more about Creating Bespoke Data Visualisations in Tableau, do check out our course on Udemy at https://www.udemy.com/course/creating-bespoke-data-visualisations-in-tableau

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