PATH Tips/Best Practices- How to create a Venn diagram

Posted on Posted in dicas tableau

In this tip you will learn how to create a Venn diagram in Tableau. For this, we will use the Orders (Sample – Superstore) base available on Tableau.

The Venn diagram, also known as Set Diagram or Logical Diagram, is often used as a method for organizing information and data collected in quantitative research. Aesthetically, the Venn diagram is formed by overlapping geographical figures, usually circles. Similar elements between the different groups are represented precisely in the overlapping parts of the circles (the intersection).

 

 

Step 1: Right-click the Ship Mode dimension in the create section, then select set.

  • Do this twice to create two sets (First Class and Second Class) with the following settings below:     

 

Step 2: Right-click one of the sets created in the previous step and select create combined set.

  • Rename the combined set to First Class and Second Class, later call the two sets which will combine by the clause “Shared members in both sets”.

  • Then edit the combined set and enter the condition below:

 

Step 3: You will need to create 3 calculated fields with the following logic:

  • Outer Venn Position: To count the amount of Customer Name in the Second Class set. This amount will be used to determine the center of the circumference of the first circle.

 

  • Overlap Position: To create the second circle next to the first.                         

 

  • First Class and Second Class Custumer: To count the amount of Customer Name present in both sets.

 

Step 4: Drag to row the Measure Number of Records to aggregate row minimum. Then drag the calculated Outer and Overlap fields to column and in the Overlap field select double axis.

 

Step 5: Edit the axis and deselect the include zero field.

 

Step 6: Set up the branded cards as the images below:

  • Brand card all:

 

  • Outer Venn Position marks card:

 

  • Overlap Position Marks Card:

 

Step 7: Approach the circles by decreasing the distance of the graph grids. Then exchange the position of the calculated fields in the column so that the value at the intersection is not overlapped by the second circle. On the color Overlap Position tag card, reduce the opacity of the circles from 100% to 70%.

 

Step 8: Finally, format the chart by removing all gridlines and axes.

 

Ready! Now you know how to create how to create a Venn diagram.