In the world of data visualization, Tableau has emerged as a powerful tool for creating compelling and insightful visual representations of data. One such visualization type is the scatter chart, which is widely used to analyze the relationship between two variables. Here, we will delve into the purpose of a scatter chart in Tableau, provide tips for creating a scatter chart, and more.

In this article
  1. Purpose of a Scatter Chart in Tableau
  2. Tips to Create a Scatter Chart in Tableau
  3. How to Enhance Scatter Charts with Tableau Features
  4. Mistakes to Avoid When Creating Scatter Charts in Tableau
  5. Use EdrawMax to Make an Effective Scatter Chart
  6. Conclusion

Part 1: Purpose of a Scatter Chart in Tableau

A scatter chart, also known as a scatter plot, is a type of data visualization that uses Cartesian coordinates to display values for two variables for a set of data points.

  1. Trend Analysis: A scatter chart in Tableau allows users to visually identify patterns and trends in data by plotting two variables against each other.
  2. Outlier Detection: Scatter charts in Tableau are effective in identifying outliers within a dataset.
  3. Clustering and Grouping: Tableau scatter charts facilitate the identification of clusters or groups within the data.
  4. Correlation Assessment: With Tableau scatter charts, users can assess the strength and direction of the relationship between two variables.
scatter chart in tableau example

Part 2: Tips to Create a Scatter Chart in Tableau

Creating an effective scatter chart in Tableau requires attention to detail. It also requires an understanding of best practices.

  1. Data Preparation: Before creating a scatter chart in Tableau, it is essential to ensure that the data is structured appropriately. The variables to be plotted should be clearly defined, and any necessary data cleaning or transformation should be performed beforehand.
  2. Variable Selection: Carefully select the variables that will be plotted on the x and y axes of the scatter chart. Consider the research question or analysis objective to determine which variables are most relevant for the visualization.
  3. Axis Scaling: Pay attention to the scaling of the axes to ensure that the data is presented accurately. Tableau provides options for automatic and manual axis scaling, allowing users to customize the range and intervals based on the nature of the data.
  4. Mark Types and Colors: Experiment with different mark types (e.g., circles, squares) and colors to distinguish data points based on additional categorical variables. This can enhance the visual clarity of the scatter chart and provide further insights into the data.

Part 3: How to Enhance Scatter Charts with Tableau Features

Tableau offers a range of features and functionalities. These features and functionalities can enhance the effectiveness and visual appeal of scatter charts.

  1. Interactive Filtering: Utilize Tableau's interactive filtering capabilities to allow users to dynamically explore the scatter chart based on different criteria. This empowers users to drill down into specific segments of the data for deeper analysis.
  2. Dashboard Integration: Incorporate scatter charts into Tableau dashboards to create comprehensive and interactive data visualizations. By combining scatter charts with other visualizations and filters, users can gain a holistic view of the data.
  3. Data Blending: Tableau's data blending functionality enables the integration of data from multiple sources, which can be particularly useful when creating scatter charts that require the combination of disparate datasets.
  4. Calculated Fields: Leverage Tableau's calculated fields to perform on-the-fly calculations within the scatter chart. This can include creating new variables, applying statistical functions, or generating custom aggregations to enrich the analysis.

Part 4: Mistakes to Avoid When Creating Scatter Charts in Tableau

While creating scatter charts in Tableau, it is important to be mindful of common mistakes that can detract from the effectiveness of the visualization.

  1. Overplotting: Avoid overplotting by reducing the size and opacity of data points or by aggregating data when dealing with a large number of points. Overplotting can obscure patterns and make it difficult to interpret the scatter chart.
  2. Misleading Scaling: Be cautious of misleading scaling on the axes, as disproportionate scaling can distort the representation of the data and lead to misinterpretation of relationships between variables.
  3. Ignoring Context: Ensure that the scatter chart is accompanied by relevant context and annotations to provide clarity on the variables being plotted and the insights derived from the visualization.

Part 5: Use EdrawMax to Make an Effective Scatter Chart

Wondershare EdrawMax is an advanced diagramming software that offers a variety of features, including the ability to create scatter charts with ease.

With its user-friendly interface, the tool allows users to quickly and easily plot data points on a scatter chart and customize it to their specific needs. Here are the steps to create a scatter chart using the tool:

Step 1:

Begin by signing in to your EdrawMax account. Once you're logged in, you'll see the EdrawMax dashboard.

logging in to edrawmax

Step 2:

Next, create a new document in EdrawMax by clicking the "New" button. This will provide you with a blank canvas to work on your chart.

opening a new document in edrawmax

Step 3:

To find the ideal scatter chart template, use the search box and enter "Scatter Chart." Select the template that suits your needs.

searching for a template in edrawmax

Step 4:

Once you've chosen a template, you can start customizing it according to your requirements. EdrawMax offers a user-friendly interface with various tools and features to personalize your chart.

customizing the template

Step 5:

It's a good practice to save your work regularly. Click the "Save AS" icon in the top toolbar to save your scatter chart.

saving the chart

Step 6:

Finally, when you're ready to export your chart, go to the top toolbar and click the "Export" icon. Choose the desired file format, such as PDF or JPEG, to export your scatter chart from EdrawMax.

exporting the chart

Conclusion

Tableau's scatter charts serve as a valuable tool for visualizing and analyzing relationships between variables in a dataset. By understanding the purpose of scatter charts, following best practices for their creation, leveraging Tableau's features to enhance them, and avoiding common mistakes, users can harness the full potential of scatter charts for data exploration and decision-making.

Apart from Tabkeau, EdrawMax is a good scatter plot maker solution. As for the scatter creation, it's easier and faster. Also, for a complex case like a 3D scatter chart or correlation, EdrawMax provides a preset template that you can use directly. This saves you time.

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Zac Jenkins
Zac Jenkins Jul 04, 24
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