SUNBURST CHART TABLEAU TUTORIAL PART 1

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Learn how to make Sunburst Chart in Tableau through this amazing tutorial!

This type of visualisation shows hierarchy through a series of rings, that are sliced for each category node. Each ring corresponds to a level in the hierarchy, with the central circle representing the root node and the hierarchy moving outwards from it.

Rings are sliced up and divided based on their hierarchical relationship to the parent slice. The angle of each slice is either divided equally under its parent node or can be made proportional to a value.

Colour can be used to highlight hierarchal groupings or specific categories.

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0:07 - A Sunburst chart is an outgrowth of a tree map.
0:27 - A Sunburst takes that chart and makes it into a radial or a circular view. That's why this Sunburst Chart is actually also called a Radial Tree Map
1:03 - So if we come in and we look at our data right here we've kept it a nice small easy data set to work with.
1:33 - Now the trick with the Sunburst data is you actually need to have your data look like so.
2:17 - There are many ways that you can automate this data, automate this preparation step.
2:22 - The best way would be some sort of method using script. Using R, using Python you can even do it using custom SQL.
2:28 - But in this case we're going to show a quick example that actually uses pivot tables.
2:37 - So if you come here and you say: "insert pivot table"
3:27 - So once you've hidden all the blanks you come down here avoiding the grand total row
3:48 - Now we just need to come in and create this level field.
5:06 - Now going into Tableau we're going to connect the data and we're going to connect to our excel file and when we connect we're going to go in and we're going to use the legacy connection.
5:15 - This is needed because we're going to use some custom SQL techniques
5:19 - This option is not available for Mac users it's also only available for PC users
5:51 - So if you connect with a legacy connection and have the proper drivers you can come here you have your data brought in and what we're going to need to do is we're going to need to prepare it for some data densification.
5:59 - Data densification takes your data, we have 50 rows right now, it makes a copy of it and then basically doubles it
6:11 - So to do that using custom SQL we'll copy this say Union
6:33 - So we'll come here to our custom SQL query edit it for
6:40 - And then we'll call this one, name it ToPad, another name for data densification is data padding and so you'll see why
7:02 - What data densification does is it goes into your data and it in effect creates rows that weren't there before. We'll walk through this technique more in the second video.
8:00 - If you wanted to skip the custom SQL step if you don't have a legacy

[burcucumcokguzelsin]

Thank you for sharing this method. I am tryin to use the same method however I am having trouble while removing the blanks.
Let's say, my data has also blank product categories and segments. I think this is why I see more blanks everywhere and some of the groceries are blank and some are not that makes it not possible to collapse..

[damanpreetkaur]

This is simply amazing. Just a point to add for level we can use function "COUNTA" in excel which will automatically count the cells which are not empty.

[vvarsha]

Hi, Could you please help me with custom oracle sql for data preparation step with same set of data used in the video

[SeanFHoward]

Using custom SQL would definitely remove the need to do any data manipulation in Excel (and hence keep the entire process in Tableau).
Thanks for the concept and onwards to Part 2!

[gemmajung]

Hello great team, I have a question that my Mac doesn’t allow the legacy connection to the excel to creat or allow the cutomer SQL mode to use. How can I go in the Customer SQL in mac os? I mean different technique to use?

[krishangigoswami]

Any way around custom SQL? Cause they have removed it now.

[nickpiwonka]

Thanks for sharing! Great tutorial. Question...is it possible to sort segments/slices based on the aggregate measure, so that they align with the level immediately below? I'm in Higher Ed and used your video to create a sunburst detailing sum of enrollment by campus region (level 1), building (level 2), and classrooms (level 3). Desired sort would be: level 1 sort campus region slices counter clockwise starting at 3 o'clock descending by sum of enrollment in region; level 2 similar sort by sum of enrollment for buildings aligned with campus regions in level 1; level 3 classrooms sorted descending order and aligned with buildings from level 2. I've tried various approaches to no avail. Thanks in adavnce!

[JurijFedorov]

I wonder if I could do a similar thing, but using a treemap? Would that be easier? I just need the categories getting smaller. I don't need it to be a circle.

[imran]

Hi, thank you for the great tutorial! Is it possible to filter the sunburst chart - for example by country? I have the same categories and subcategories for 28 countries and i want to show the sunburst chart only for one country at a time.

[GermanBadGuy]

Is there a way to change the colours per Ring?
Meaning inner ring with different colours than the ring around etc.?
Thanks!

[deepakg]

padded, nested table, custom SQL...woah ..Thanks for the concepts and the explanation..Great one ...

[PlantznPetz]

Instead of If logic loops, I think CountA() on each row would have been an easier solution to get the levels. Right?

[deanthomas]

Hi,

Thanks for this great tutorial, the chart looks awesome.

Unfortunately I'm struggling to recreate it with my own data. The only difference I can see in what I've done is that I'm using 3 levels instead of four. Would this make any difference to the calculations?

hi,

Could you please help me why you have take padded value for second duplicated data as 203 only. IS there any specific reason behind this. Please help me understand this in better way.

[TheRaju]

Can someone help with the script for getting the same result as from the pivot done here?
I don't want the whole script just the logic or any link would be enough. I have poor programming skill, sorry for the trouble.