Basic Interactions Video Lecture Transcript
This transcript was automatically generated by Zoom, so there may be discrepancies between the video and the text.

13:07:28 Hi! Everybody! Welcome back in this video. We're gonna talk about the basic interactions you can add to a tableau visualization.
13:07:35 So there are 3 types of basic interactions that are very straightforward to add highlighting filters and tool tips.
13:07:43 So we've talked about some of these in previous videos in this video, we'll just review them.
13:07:46 And then at the end, we'll show you how to add interactive filters to your plots.
13:07:50 So the first is highlighting. So anytime you add a field like a dimension to color, shape, or size, and the marks area of the tableau app.
13:08:00 This will add a legend, and once you have that legend you can click on the subsets like. For instance, when we made those Galton plots we could click on F or M, and it would highlight the points that had f as their sex variable or M.
13:08:14 As their sex. Variable legends. To do that, you click on them.
13:08:20 You can also click on individual plot elements in order to highlight them.
13:08:25 And sometimes I believe, if you click them and it will make it so that they're the only thing that appear on the chart tableau as we've seen before in previous lectures.
13:08:34 Also automatically adds tool tips. And we've shown you how to edit those tool tips.
13:08:39 So these are available for any audience member that hovers over an item as long as you in a do not disable them, since they are added by default the last thing we're gonna learn about is how to add interactive filters.
13:08:52 So right click. And maybe instead of doing this, let's go over to the app.
13:08:57 Makes more sense to see it in the app. So we're gonna be working with this data source called Mba payrolls.
13:09:04 This is in the data folder of the repository.
13:09:06 So this has data for the amount of money each Nba player was paid by each team in certain seasons so we're gonna use this to make a payroll plotter that will take in a team and a season and then show you the amount of money.
13:09:20 Those players were paid. So we're gonna in order to make that I'm gonna do a couple of steps, and then we'll then go into the filter.
13:09:29 So I'm gonna add player as my rows.
13:09:32 I'm gonna add salary as my columns, and it's gonna be the sum of salary.
13:09:38 And then I'm gonna go ahead and sort them so that the highest Payay player shows up on the top and the lowest paid player shows up on the bottom.
13:09:47 Now this is showing the sum of salary across all seasons and teams, what I'd like to be able to do is make it so that you see the sum of salaries for each player for a given a selected season and team so in order to do that I need to make an interactive filter
13:10:04 and in order to make an interactive filter, I need to have the season and team variables in the view.
13:10:11 So I'm gonna add season to detail. And then I'm gonna add team to detail as well.
13:10:17 So now that I have those in there, I can create an interactive filter by right-clicking or on Mac control clicking this blank area, going down to filters and then choosing the variable that I would like to create a filter out of so the first one I'm gonna choose
13:10:33 is team. You'll notice that this little box popped up over here on the upper right hand corner called Team.
13:10:41 So right now. It has nothing in it. I think this is just like a weird thing about tableau.
13:10:45 It will auto populate like once I add another filter.
13:10:48 So once I add the season filter, you can see that.
13:10:53 Now, team has the values, but season doesn't. So another annoying thing is, I'm gonna have to go through and add the player filter and then remove it in order to have season.
13:11:02 Have, the seasons. So now we have our seasoned filter, and you can notice, like, if I choose, or I remove a certain one.
13:11:11 The plot changes so we're gonna edit this a little bit further before we show off more of the filtering.
13:11:16 So you can edit a filter, an interactive filter with this upper, this little down arrow in the upper right hand corner.
13:11:24 If you click on it it gives you all these options to edit.
13:11:27 So the first thing I'm gonna do is I want to be able to select a certain season and nothing else.
13:11:33 So I'm gonna get rid of this option for show. All value.
13:11:35 I'm gonna also do that on the team filter, because I don't want somebody to be able to plot all of the teams at once.
13:11:43 The next thing I'm going to do is instead of highlighting and checking a bunch of seasons or a bunch of teams I'm gonna go ahead and change it so that my filter type looks like a dropdown.
13:11:56 So now when I do this, I can go through and select a particular season like the 2,017, 2,018 season, or the 2,02220 23 season, I'm gonna do the same for my teams and now you can see that I have what I would like
13:12:12 it gives me the season. The team for, and then the players listed in order of decreasing salary.
13:12:21 So the next thing I'm gonna do is I'm going to create some extra effects that don't involve the highlighting or the filters.
13:12:29 So I want to be able to have at the top the name of the season the season, the name of the team, and then how much their total payroll was in order to do this, I need a calculated field so I'm gonna do fixed.
13:12:44 And then, if I have 2 fields that I want to make a calculated field using a level of detail, one, you put them in and then separate them by commas.
13:12:55 So first, I'm gonna do season, followed by team. Then I'm just gonna do the sum of salary.
13:13:01 So this is just gonna sell up the salary along just the season.
13:13:05 And the selected team, and it'll plot it at the top.
13:13:08 So I'm gonna call this season team payroll.
13:13:14 Now I'm gonna add this to the detail as well.
13:13:18 The next thing I want to be able to do. Maybe I'll show you how we're going to use this, and then I'll tell you the next thing so first I'm gonna put in the season, followed by the team.
13:13:31 Then the word total Heyroll dollar sign, and then on this some statistics team payroll.
13:13:42 Okay. So now you can see, this is the amount of money that the 2,022, to 23 Atlanta hawks are paying.
13:13:49 When I hover over I want to be able to show maybe the percent of the total payroll that each player takes.
13:13:56 So I'm gonna add salary and then do it.
13:13:59 Quick calculation here, where this turns it into a percentage.
13:14:04 So now I'm gonna go to my tool tip and you're gonna see a couple of edits.
13:14:09 So I'm gonna change this to be some of oh, let's go ahead and use the insert.
13:14:16 That'll be easier, and I won't make an error.
13:14:18 Some of salary, and then percent of payroll is gonna be this perceptent of total sum, and then I'm gonna edit this so that it is black and bold.
13:14:28 So it will match the format of the other ones. If you're following along, yours will look a little bit different from the start.
13:14:35 So I'm coming in this from playing around with it a little bit before starting the video and I forgot to completely clear.
13:14:41 So your tool tip will look a little differently than mine did when I started this.
13:14:46 Okay. So now, when I go to my tool tip, I have my player the amount of money they were paid.
13:14:51 That's season. And then the percentage of the payroll from that season.
13:14:55 So now we've added an interactive filter. We've shown off inadvertently we've shown off the tooltip, and by clicking on the tray young bar, I've shown off how to use the highlight feature.
13:15:08 Okay, so these are all of the basic interactions.
13:15:11 You can include on your plots if you wanna do more advanced interactions than that which you can do in particular, when you create dashboards, it's useful you're going to need to add an action.
13:15:24 So an action is not going to be covered in these lectures.
13:15:27 This little Marine advanced, and I'd like to get into.
13:15:29 But there is the tableau documentation, for actions has been linked to here.
13:15:34 If you'd like to learn more, remember, I will also be adding a link to the publicished version of this plot on our aerodition Institute tableau, public profile, and posted at the end of the slides, which will be added to the repository okay, so that's it for
13:15:50 this video. I hope you learn light to learning about interactive filters and other basic interactions.