Workout Wednesday 14 | Guest Post | Frequency Matrix

Earlier in the month Luke Stanke asked if I would write a guest post and workout.  As someone who completed all 52 workouts in 2017, the answer was obviously YES!

This week I thought I’d take heavy influence from a neat little chart made to accompany Makeover Monday (w36y2017) – the Frequency Matrix.

I call it a Frequency Matrix, you can call it what you will – the intention is this: use color to represent the frequency (intensity) of two things.  So for this week you’ll be creating a Frequency Matrix showing the number of orders within pairs of sub-categories.

click to view on Tableau Public

Primary question of the visualization: Which sub-categories are often ordered together?
Secondary question of the visualization: How much on average is spent per order for the sub-categories.
Tertiary question: Which sub-category combination causes the most average spend per order?

  • Use sub-categories
  • Dashboard size is 1000 x 900; tiled; 1 sheet
  • Distinctly count the number of orders that have purchases from both sub-categories
  • Sort the categories from highest to lowest frequency
  • White out when the sub-category matches and include the number of orders
  • Calculate the average sales per order for each sub-category
  • Identify in the tooltip the highest average spend per sub-category (see Phones & Tables)
  • If it’s the highest average spend for both sub-categories, identify with a dot in the square
  • Match formatting & tooltips – special emphasis on tooltip verbiage

This week uses the superstore dataset.  You can get it here at

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday and tag @AnnUJackson, @LukeStanke, and @RodyZakovich.  (Tag @VizWizBI too – he would REALLY love to see your work!)

Also, don’t forget to track your progress using this Workout Wednesday form.

Hints & Detail
  • You may not want to use the WDC
  • Purple is from hue circle
  • You’ll be using both LODs and Table Calculations
  • I won’t be offended if you change the order of the sub-category labels in the tooltips
  • Dot is ●
  • Have fun!

Why does she stay?

In January I went to a day long event called Women.Power.Technology.  There was a female speaker from Pivotal describing her experience in the technology industry.  She struck a chord with me with one simple slide and phrase:

Why did I enter and why did I STAY?

About 2 weeks ago someone very close to me encountered a dilemma.  She’d just come from coffee with a senior leader in her organization and was obviously rattled.  She’s in the technology field, specializing in data and analytics.  The organization she works for promoted her recently to a more senior role and she was struggling with being recognized as a leader and contributor.  I’ll clarify – her struggle wasn’t in the tasks or workload associated with leading and contributing, it was with the people around her giving her a seat at the table.  A seat she enthusiastically wanted to fill – an outlet to fuel her passion and energy into improvement and innovation.  Although I don’t enjoy the term – a seat she earned millions of times over through her consistent and sustained effort.

After her hour long conversation with the leader, she walked away with one statement that has instigated a world of questioning and as she says, encapsulates “why” there’s been a struggle to contribute.  The statement:

You bullied us into promoting you.

She expanded on the statement, he said that I earned and deserved the promotion, that I was going to get it, everyone agreed that I was going to get it, but that I bullied them into giving it to me.

And as with most complex stories, there’s always more context and depth than can be conveyed, but it’s irrelevant.  To her, the statement helps to clarify the struggles she’s been having.  Nobody wants to listen to a bully, nobody wants a bully on their team, nobody wants to continue to be bullied by the bully.  Bullies are villains, so perhaps that’s what she must be in this story, the villain.

Realizing her current role as the villain and the restraints she may encounter as she continues to try to contribute and lead, I posed a question to her – one she admittedly doesn’t yet have an answer to.

What will you do if you STAY, what will you do if you go?

Instead of an answer – as I look at her I can sense heartache, her bright light seems slightly dimmer.  Staying means fighting the good fight, continuing to push for change, but being an outsider.  Leaving?  Leaving means many things – obvious things like quitting, giving up; less obvious things like not taking it anymore, standing up for yourself.

I’m hoping her story will reach a conclusion.  That she will reach a decision.  For it’s only when there’s a conclusion to unresolved situations that those involved can begin to move forward.