In our Salesforce organization, we were working on lead management and needed to visualize data statistics, such as lead status and lead source. The built-in charting features of Salesforce were helpful, but we wanted a more dynamic chart that allowed us to apply multiple filters and visualize data.
For this, we used Tableau to create a pie chart displaying lead source statistics. This pie chart displays the lead source statistics, including Website, Phone Enquiry, Referrals, and Events. By visualizing this data, we were able to identify which sources were generating the most leads.
In this blog, you will learn how to create a pie chart in Tableau. Additionally, I will explain how to adjust the pie chart size and change its colors.
Create a Pie Chart in Tableau
In Tableau or other data visualization tools, a pie chart is a circular chart divided into slices, where each slice represents a proportion of the whole dataset. It’s helpful in displaying the breakdown of data and helps to show data as a percentage of a whole in each slice.
In the examples below, we will cover the following two methods to create a pie chart in Tableau.
- Create a Pie Chart with Data Connection in Tableau
- Create a Pie Chart using an External Excel file
Create a Pie Chart with Data Connection in Tableau
To create a pie chart, first, we need to connect Tableau with a data source. In this example, I have connected Tableau with the Salesforce data. Here, I will use the lead data to create the pie chart.
After connecting Tableau with the data source, follow the steps below to create a pie chart.
- In the Tableau, click on the Sheet. I have selected the data source as Salesforce leads, so it will display the lead fields in the Tables section.
In the Marks section on the sheet, select the option Pie.
- Here, I need to visualize the Lead source; for that, I’ll drag and drop the Lead Source field onto the Color card in Marks.
- To add the label of the lead sources and display lead count for each source, add the fields Lead Source and Lead Count to the Label card.
- At this point, the pie chart will show the lead source and count for each angle, but it will overlap the label. Here, we need to increase the chart size.
To increase the chart size, click on the Standard dropdown in the toolbar and select Entire view.
Now, the pie chart will be in the appropriate proportion.
