Tableau: Building highlight table | Fundamentals

 Please download the dataset 


Click for dataset


You've been asked to create a view for colleagues to show them the highest and lowest profit sub-categories of products across different markets and regions. Build a highlight table that shows specific profit values in your data set, so that the patterns and extreme highs and lows in the data are easy to spot, helping your team make actionable business decisions about the company’s products.

As a bonus, include totals in the highlight table to show which sub-categories were the most and least profitable overall. 

Good luck!



Create a text table that shows market and regional profits by Category and Sub-category.

  1. From the Data pane, drag Market and Region to Columns, with Region to the right of Market.

  2. From the Data pane, drag Category and Sub-Category to Rows, with Sub-category to the right of Category.

  3. From the Data pane, drag Profit to the view, and drop it when the area showing Abc text is highlighted in black and Show Me appears.

To reveal patterns or outliers in the profit data, create a highlight table that shows Profit by color.

  1. On the Marks card, use Ctrl+drag (Command+drag on a Mac) to drag a copy of SUM(Profit) on Text to Color.

  2. On the Marks card, change the mark type to Square.

Note that changing the mark type to Square also changed Text to Label.




Add row totals to see which sub-categories were the most and least profitable overall.

  1. On the Analysis menu, point to Totals, and click Show Row Grand Totals.

  2. On the Marks card, click Color, and then click Edit Colors.

  3. In the Edit Colors dialog box, select Include Totals. To save the changes and close the dialog box, click OK in Tableau Desktop or, in web authoring, click the X.

Note that adding color to the Totals column dilutes all of the other colors in the highlight table.



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