How To Make A Legend A Filter In Tableau

Introduction to Legend in Tableau

A visualization does the important work of conveying insights from data. Still, it won't be possible for the user of the analysis to correctly interpret the insights unless there's a clear representation of the various parts in the information. The meaningful representation of the data is enabled past legend, a crucial part of any visualization. Legend makes employ of colors, shapes, texts to highlight the various parts of the visualization effectively. Tableau provides diverse options pertaining to the concept which makes Legend important.

Understanding Legends in Tableau

Let'south now go through the step-past-step procedure to understand various operations pertaining to legends in Tableau. For this demonstration, we are using the Distribution Book dataset. Information technology contains volume distributed to various cities across India. The of import dimensions are Mode, Distribution Unit, and Region, while the Distribution Unit is the measure out in the dataset.

Step 1: First load the dataset. For that click on "New Data Source" nether Data Carte du jour as shown below.

Step 2: In the Connect department select the requisite information source type. In this case, it is clicked on "MS Excel", so click on "Microsoft Excel" as shown below.

Step three: The data gets loaded and tin exist seen in the Information Source tab equally shown below.

Step four: Moving to the sheet, we can observe the dimensions and the measure out present in the requisite sections every bit shown past the below screenshot.

Creating Legend in Tableau

Step ane: First, let's create a simple visualization. Bring dimensions Mode and Region into Rows region, and measure out Distribution Volume into the Columns region. Nosotros become a horizontal bar chart as shown beneath. It essentially gives the states the Region wise Distribution Volume by two dissimilar modes. However, the visualization doesn't seem that insightful owing to a single color which makes interpretation difficult. And then, we need to create a fable.

Step 2: As shown in the following screenshot, nosotros only dragged Region dimension over Color in Marks card, and automatically, Region Legend got created. This is as highlighted below.

Footstep 3: Like Region fable, we can besides create a legend for the Mode dimension. This is as shown by the below screenshot.

Deleting Legend in Tableau

Step 1: In order to delete the legend in Tableau, Remove the dimension from Color in Marks card, and automatically the legend disappears. This has been shown in the below screenshot.

Step 2: We can also delete a particular fable entry. Similar every bit illustrated by the following screenshot, nosotros clicked on Central, and selecting "Exclude" volition remove it from the assay.

Step three: As shown past the following screenshot, the Central region has got removed from the analysis.

Step four: We can remove the legend, by selecting the "Remove from Dashboard" pick as shown below.

Floating Fable in Tableau

Pace 1: Floating is a concept in Tableau that allows gratis move of the visualization or legend in the dashboard window. The following screenshot shows how the legend of the visualization has overlapped on the visualization. To have floating functionality enabled, the Floating option must be selected as highlighted in the following screenshot.

Step 2: The following screenshot illustrates a floating fable. It is basically being moved freely by the mouse.

Pace iii: Though nosotros can float legends as nosotros want, they must always be fix over a dashboard in a systematic manner as shown below.

Step four: In the drop-downwardly carte of the legends, we have two options pertaining to Floating viz. Floating and Floating Order. The Floating is checked because we ensured it in the prior steps. In the Floating Lodge, there are four options that let us to brandish legends accordingly. Equally shown below, selecting "Transport to Back" disappeared the legend entries as shown by the screenshot subsequent to the below screenshot.

Stride v: We tin can bring back the entries past clicking on the "Bring to Front" option in the Floating Social club, equally shown below.

Editing Legend in Tableau

Tableau provided us with numerous editing options. We shall come across them in the following section.

Step 1: Click on the driblet-down menu of the legend. We can find multiple options using which the fable tin can be edited. The first selection is Edit Colors, highlighted in bold. Just click on it and the Edit Colors dialogue box pops-up as shown past the screenshot subsequent to the beneath one. From here, we can select colors for legend entries equally needed.

Step 2: The following screenshot shows how unselecting "Prove Title" removed the title of the legend. Just select the pick to bring the title dorsum. Nosotros tin edit the title. For this click on the Edit Title option and type the requisite title in the "Edit Legend Title" box as illustrated by the screenshot subsequent to the below 1.

Stride 3: We can format the legend by clicking on "Format Legends" pick. On the left side make necessary changes in the Format Legends section. The post-obit screenshot shows this.

Step 4: The fable items can be bundled as needed. Various options under the "Arrange items" option facilitate this as shown below.

Footstep five: The "Highlight Selected items" enable us to select item entries. If this option is not checked then individual selection won't work. The post-obit screenshot shows the option is checked.

Step 6: The post-obit screenshot shows, how selecting West legend highlighted the west region in the visualization.

Step vii: We can change the name of any item entry. Just click on information technology, and in the driblet-down card click on the "Edit Allonym" option.

Hiding and Unhiding Legend in Tableau

Footstep one: The fable that nosotros create can be hidden and brought back. In order to hide a particular item, click on information technology, and in the drop-down menu, click on Hide. This is as shown by the below screenshot.

Footstep 2: In the following screenshot, nosotros hid the legend for "West" following the higher up step.

Step iii: Nosotros can unhide the legend by clicking on the "Show hidden information" option in the drop-down card of the legend equally shown below.

Displaying Color

Pace 1: In the Analysis carte, in Legends, click on Color Legend.

Step 2: Correct-click on the visualization, and select Color Legend in Legends.

Step iii: In the instance of the dashboard, in the drop-down carte, click on Colour Legend in Legends.

Determination

Tableau provides elaborate functionalities to deal with legends. The legend in Tableau is not merely an ordinary element associated with visualization. Information technology is rather an of import function of the analysis which can be manipulated equally per the requirements of users.