Sankey Diagram

Sankey Diagrams are used to visualize the flow of one measure over multiple dimensions. The best practise use for Sankeys are many-to-many relations which are usually hard to visualize in the traditional way. You need at least two dimensions in a Sankey Diagram, for example schools and bachelor programs. A use case of Sankey Diagrams with multiple dimensions is the flow of users browsing your website, also visualized in Google Analytics.

Sankey Diagram embedded in a tableau workbook using the Show me More extension

Sankey use cases

The first known Sankey Diagram dates from 1898. Irish Captain Sankey described the energie flow in a steam engine. Nowadays we have several new scenario’s that are very suitable to be visualized in a Sankey Diagram. Some familiar examples of goodól Sankey are:

  • The behavior of website visitors;
  • Financial flows withing organizations;
  • The call history in call cebtres;
  • Traffic patterns is cities;
  • Energy use and yields in factories.

The understanding of individual nodes in the entire information flow is of great importance, especially the dominant contributions. How to visualize this properly?

Sankey Diagram in Tableau

Unfortunately it is very hard to use this widely used visualization type in Tableau. There is definitely no drag-and-drop or “Show me” way to add Sankeys to your dashboards. To create a Sankey in Tableau:

  1. You need to manipulate data, resulting in a dataset that is specifically designed for this visualization type. This resulted in almost double the number of records in the dataset;
  2. Dozens of calculations, several parameters and a bunch of extra sheets are needed to finalize the visualizations.

A harsh and difficult process that discourages enthousiast Tableau users to embed Sankey Diagrams in dashboards. Normally speed and ease of use are key elements in working with Tableau. In this case creating a Sankey is a non-flexible, hard to understand  solution was created that lacks transparency. You need a lot of experience, knowledge and resources to do the job properly on every single Sankey visualization.

As of Tableau version 2018.2 this changes dramatically by allowing Dashboard Extensions to use the Tableau Extensions API. Dashboard Extensions are objects that allow new functionality in dashboards through the integration of external apps form the Tableau-interface.

Sankey Diagram in Tableau by using the Show me More Extension

Show Me More in Tableau

Every Tableau user is familiar with the “Show me” button. As stated before the Sankey Diagram is not incorporated as a visualization type under “Show me”. The use of Tableau Extensions enabled us to create a “Show me More” extension that incorporates new visualization types in Tableau that are not present in the standard “Show me” palet.

With this Show me More extension in Tableau you only need a few clicks to embed a Sankey Diagram in your Tableau Dashboard. It’s almost like cheating….

It really is that easy. Interested in this solution or have some great ideas of your own? Contact us!

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