2/15/2021
Four Quadrant in Tableau


If you are a Tableau or data visualization enthusiast, then you have certainly come across the four quadrant chart. A quadrant chart is simply a scatter plot that is divided into four equal squares, hence the name quadrant. Like a scatter plot, the quadrant chart plots one measure on the X-axis and another on the Y-axis. By dividing into quadrants, the chart makes it easier for readers to understand which characteristics the data points are strongly (or poorly) associated with. One of the most well-known examples of quadrant chart is the Gartner's Magic Quadrant. It allows business leaders to analyze how brands, software, platforms, etc. are performing in specific markets.

Below is the 2020 Magic Quadrant which shows that Tableau and Power BI are leading in Business Intelligence industry.



In this blog post, I will show some quick and easy ways to make a quadrant chart in Tableau with several formats.

Basic Quadrant Chart


Open the MakeOverMonday Week 29 dataset

   Drag Religion is very important to Columns and Religion is not very important (Top) Rows
   Move Year to Filter shelf and select 2012 only
   On Marks card, choose Circle from the dropdown list
   Drag Should Be Accepted Religion Important and Should Be Accepted Religion Not Important to Color
   Drag Country to Text. Here is I use Upper function make the text larger
   Adjust colors and fonts as preferred.
   Right-click on Y-axis and add Reference Line per Pane. Select 'Constant' and input 0.5. Choose Format and decrease Shading and Text opacity to zero to blank out '50%'
   Right-click on X-axis and add Reference Line per Pane and do the same with Y-axis

You will now have 2 reference lines dividing the scatter plot into quadrants.
NOTE: You can choose 'Fill Above' and 'Fill Below (Right)' to color the quadrant as preferred.




Four Quadrant Colors Using Annotation


Now let's color all four quadrants four different colors. To do this, right-click and select Annotate Area. Then size the annotation box to be the same size as the quadrant. Right-click to format, color-pick the color legend color (or desired color) & set the opacity slider to 15%.
NOTE: Normal Mark selection only works when published.



You can also select Format and Annotations and change a formatting option for all annotation at once. In this example below, I changed all of the annotation corners to round.



If you wish to format all of the annotations at once, then hold the CTRL key while selecting all of the annotations, then right-click and choose format.



Bonus: Single Color Quadrant


There may be instances where you want to highlight a single quadrant to focus viewers' attention on that specific area. To do this, right-click and edit each line to Fill Above (or below if needed) w/ background color (ex. white). Then right-click on the chart area & format the worksheet pane. This will color the remaining square to the desired highlight color.




I hope you find this blog post helpful. If you have any questions feel free to email me at Jeff@DataPlusScience.com

Jeffrey A. Shaffer
Follow on Twitter @HighVizAbility