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A sunburst chart is a type of circular chart that shows how data is organized in layers, like a tree. It is an alternative to tree map to show the branches or hierarchy. The big circle in the middle called inner ring is the main category. Then, the rings around it is for each sub-category in the main category. The sub-category ring is a branch from the category ring and the size of each piece of the ring shows how big it is compared to the others. It's a great way to see how everything fits together in a hierarchy, from the biggest category down to the smallest details.
Scenarios to use Sun-Burst Chart:
Hierarchy of organization structure
Distribution of employees among the managers
Distribution of expenses of by department and project
Break down of project into tasks and sub-tasks
Hierarchy of manufactures, suppliers, retailers
customer segmentation based on region, country, state, city
Market segmentation based on region, department
Data Used : Sample Super store.
Objective: To create Visual representation of category wise and sub category wise sales in sun-burst chart.
Step 1: Connect sample super store to tableau. Create relationship between the different sheets in data source by dragging them to canvas as shown below.
Step 2: Go To Sheet 1. Select Pie chart from Marks Card.
Step 3: Drag "category" Field to Color property and "Sales(Sum)" Field to Angle property under Marks Card. Change to Entire View option.
Step 4: Make dummy axis avg(0) avg(0) in Rows shelves to duplicate the pie charts.
Step 5: Drag "sub-category" Field to Details property in one of the avg(0) pane.
Step 6 : click the icon before the "sub-category" Field under Marks Card to change the property from Detail to Color.
Now there are two pie charts showing Category wise sales and Sub-Category wise sales.
Step 7: Right click second Avg(0) from Rows shelf and select Dual Axis.
Note: Make sure that Category Pie comes above the sub-category pie. you can do so by moving the category avg(0) axis to right side in the rows shelf.
Step 8: Adjust the size of charts using Size property in both the avg(0) pane under marks card.
Hint: The size of the category Pie should be smaller than the sub-category pie.
The basic Sun-Burst chart is ready.
Step 9: Sorting the outer ring will make the chart look less cluttered and makes it easier to distinguish between the sub-categories. To sort the outer ring in ascending order, Right Click "Sub-Category" from color property under Marks Cards and select Sort.
Info: Tableau sorts the pieces of the ring from smallest to largest in clockwise.
Step 10: The sort window will open. In the sort window, select sort by "Field".
Step 11: Select Ascending radio button. Then select "sales" from Field Name drop down list. close the window.
Step 12: Add borders to the pie, so each piece of the chart is visible. To add borders, go to All pane click Colors property ----> Borders ----> White.
Step 13: Now the color of the Technology in inner pie(Category Pie chart) is red where as the Technology in the outer pie (Sub-Category Pie chart) is green. Adjusting the colors of the pie charts corresponding to each other makes visualizing more efficient and comparable. there are two Methods ways in adjusting the Color.
Method 1: Go to Category Pie chart Avg(0) pane. Click Color property ----> Edit Colors... Edit colors window will open. Click Technology under Select Data Item to highlight the Technology. Select Green Color to correspond to Technology color of sub-category pie chart(outer ring). click ok.
Method 2: Go to Sub-Category Pie chart Avg(0) pane. Click Color property ----> Edit Colors... Edit Color window will open. Highlight Furniture ----> Select Blue from Select Color Palette drop down menu ----> Click Assign Palette. Next highlight Office Supplies ----> Select Red from Select Color Palette drop down menu ----> Click Assign Palette. Then highlight Technology ----> Select Green from Select Color Palette drop down menu ----> Click Assign Palette. Click OK.
To correspond the color, go to Category Pie chart Avg(0) pane. Click Color property ----> Edit Colors... Edit Color window will open. Since Furniture is Blue and Technology is Green already, highlight Office Supplies ----> select Red ----> click OK.
Step 14: Drag "Category" Field to Label property under Category Avg(0) pane to label the chart and Drag "Sub-Category" Field to Label property under Sub-Category Avg(0) pane.
Step 15: Now , click and drag the Technology label in the pie chart to desired position to move the label inside the category pie chart.
Step 16: Repeat the step 15 to move the label office supplies and furniture inside the category pie chart.
Step 17: Right click Avg(0) axis in Rows shelf uncheck the Show Header to remove header. Repeat the step 17 to remove header from other Avg(0).
At last, Sun-burst chart to compare category and sub-category wise sales is ready.
This gives us an insight that almost equal amount of sales in all the category. Phones are the major contributor to total sales of technology, chairs in furniture and storage in office supplies. Likewise copiers are the least amount of sales in total sales of Technology, furnishing in furniture and labels in office supplies.