I love Quadrants Plots as a quick way to segmenting your data, so please enjoy this Tableau Quick Tip (QT) which you can do in 5 mins or less.

Data

Let us start by loading the following data in Tableau Desktop / Public.

Note: If you have Tableau Desktop, you can use the Orders Data Source.

Calculated Fields

Create the following Calculated Fields:

TC_Percentage of Max Quantity

SUM([Quantity])/WINDOW_MAX(SUM([Quantity]))

TC_Percentage of Max Sales

SUM([Sales])/WINDOW_MAX(SUM([Sales]))

Color

IF [TC_Percentage of Max Sales] <0.5 AND [TC_Percentage of Max Quantity] < 0.5 THEN
"Low Sales / Low Quantity"
ELSEIF [TC_Percentage of Max Sales] >= 0.5 AND [TC_Percentage of Max Quantity] < 0.5 THEN
"High Sales / Low Quantity"
ELSEIF [TC_Percentage of Max Sales] >= 0.5 AND [TC_Percentage of Max Quantity] >= 0.5 THEN
"High Sales / High Quantity"
ELSE
"Low Sales / High Quantity"
END

and that is it, let us now build our worksheet.

Worksheet

We will now create our worksheet:

• Change the Mark Type to Circle.
• Drag Customer Name onto the Detail Mark.
• Drag TC_Percentage of Max Sales onto Columns.
• Right-click on this object, go to Compute Using and select Customer Name.
• Drag TC_Percentage of Max Quantity onto Rows.
• Right-click on this object, go to Compute Using and select Customer Name.
• Drag Color onto the Color Mark.
• Right-click on this object, go to Compute Using and select Customer Name.

If all goes well you should now see the following:

Now we will adjust the cosmetics:

• Add a Trend Line to the X-Axis, create a parameter and set the value to 0.5.
• Add a Trend Line to the Y-Axis.
• Hide the Major Tick Marks.
• Hide the Grid Lines.
• Hide the Zero Lines.

You should now have the following:

and boom, we are done. We have created our Quadrant Plots in Tableau. You can find my data visualisation Tableau Public at https://public.tableau.com/profile/toan.hoang#!/vizhome/QuadrantPlots/QuandrantPlot

Summary

I hope you all enjoyed this article as much as I enjoyed writing it. 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.

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Toan Hoang, Tableau Zen Master 2020, has over 15 years of experience in Business Intelligence, Data Management, Big Data, Data Lakes, Internet of Things (IoT), Data Visualisation and the Data Analytics space; the last six years has been dedicated to delivering end-to-end solutions using Tableau.

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