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A decision tree is a decision support tool that uses a tree-like graph or model of decisions and their possible consequences, including chance event outcomes, resource costs, and utility. Decision trees are widely used in areas like operations research, specifically in decision analysis, to help identify a strategy most likely to reach a goal.
If you are a Tableau User/Developer, you might have struggled to create a decision tree, especially when it comes to integrating the real data with the decision tree nodes.
In this post I would like to share an approach to create a Dynamic Decision Tree in Tableau with real data integration.
As we all know there is no inbuilt Decision Tree template available in Tableau, but there are many ways to create a decision tree by making few change in the normal Tableau development workflow.
I will explain my approach of creating Decision Tree from the perspective of Data Preparation, Visualization and formatting.
Data Preparation
There are two sets of data sources, one is for the node position data and the other one is for the actual values to be integrated for each nodes.
Table A: sample data which defines the tree node positions.
Table B: sample data to be integrated with each nodes. The data can be extended to more insight as per the requirement.
Key Points in Tableau Dashboard Design
- The Tableau dashboard contains N sheets depending on number of hierarchy Levels.
- Each Tableau sheet will be developed from individual data connection. All data connection will have same schema.
- Each parent sheet will be having an action filter (in context) to the immediate child sheet.
- Create two calculation fields as below in each connections,
- Temp :”Temp”
- Hierarchy Filter : { FIXED [Temp]: COUNTD([Parent])}
- Add the Hierarchy Filter calculation field into filter deck of each sheets and set the at most option to 1.
- Set the background image for each sheet based on the parent node and adjust its position.
The background Images can be designed using coral draw or paint.
Color Coding and Formatting
Following are the calculation fields used in color coding and formatting the tool-tip option,
- Coloring: The formula is,
if avg([Actual]) > avg([Target])
then
'Crossed Target'
ELSEIF avg([Actual])avg([Target])
then
'Below Target'
ELSE
'Target Met'
END
- Target Tool Tip:The formula is, LEFT('█████████████████████████████████████████████████████████████████',ROUND(AVG([Target])*[Ratio],0))
- Actual Tool Tip: The formula is, LEFT('█████████████████████████████████████████████████████████████████',ROUND(AVG([Actual])*[Ratio],0))
Conclusion
I here by concluding that the above given approach of creating decision tree is very flexible to integrate with any volume of data with any number of hierarchy.
You may please find the final output from Dynamic Decision Tree in Tableau
For further details reach me at vinnasraj@outlook.com
Special Thanks To,
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Vijayabalan