Tableau Playbook - Pie Chart

Example

Avoid dividing into too many slices.
Never use a 3D pie chart.
Display categories on adjacent labels are better than in the legend.

Concept and Characteristics

The pie chart is the most intuitive, concise, and easy-to-understanding chart; even its name is self-explanatory. There is no learning cost for your audiences.
it is much easier and faster to build than its variations, such as radial bar chart.
Compared with the bar and line, it has better visual appeal. This article Why do we find circles so beautiful explains that people prefer circular shapes.

Against Voices

Friends don't let friends use pie charts.

There are certain attributes that are intuitive and obvious to the human eye, such as spatial position, color, and length. We are not as good at noticing area and angle, and those just so happen to be the two main aspects of a pie chart.

The pie chart's primary limitation is that people are much better at comparing lengths and heights, as you would see in a bar or line chart than they are at comparing areas within a pie.

Further, the long tail results, or the thinner pieces of a pie, tend to become unreadable.

Pie charts are also a very poor vehicle for communicating changes over time.

Limit to five slices. Because thinner and long-tail slices become unreadable and uncomparable. But I want to point out, even with few slices, the comparison is not as precise as a bar chart, which can reflect the multiple relationship or size relationship when the two are close.
Only use the pie chart to show comparisons at one point in time. If you need to analyze time series data, turn to a line or bar chart. This is not the domain in which it excels.
For a pie chart, high quality labels are essential. Because the information conveyed by pie shape alone is not enough and is imprecise. Usually, we need labels to flag the categories, proportions, and values.
It is a good practice to sort the slices, which makes a pie chart more clear for comparison.

As a standard chart, we can click on Show Me and see the request for the pie chart.

For pie charts, try 1 or more Dimensions, 1 or 2 Measures.

As we see in the Show Me tab, to build a pie chart, we need at least one dimension and one or two measures. So. we multiple-select "StoreType" and "Sales" by holding the Control key (Command key on Mac), then choose "pie charts" in Show Me. Tableau will generate a raw pie chart automatically. The second measure will display as Size. If it is not provided, the first measure will do.

Alternatively, we can build a pie chart manually:

Choose Pie as the mark type.
Drag "StoreType" into Marks - Color.
Drag "Sales" into Marks - Angle, which will tell Tableau how to slice this "pie".
Drag "Sales" into Marks - Size. This is an optional step. Because we only use one dimension and we are not planning to show sales over time. Even with size, a pie chart is weak at time-series analysis, which we have discussed before.

Switch to Entire View for better visualization.

Sort the slices to make a more clear comparison.

Right-click on "StoreType" from Color and click Sort... Sort by Field in Descending order. Select "Sales" Field and make sure "Sum" is the Aggregation.

Optimize this pie chart:

For the non-transparent slices, we'd better add a white border effect which provides a clean-looking separation: click Color, expand Border in Effects and choose white color.

In the current version, Tableau does not support to adjust the thickness of the border.

Expand Size Card and slide to a more appropriate size.
Add time filter to observe data at different time points. Drag "Date" into Filters and filter on "Years". Check all years in the filter list.
Right-click on "YEAR(Date)" and click Show Filter.
Convert the filter legend to Single Value (list).

Add well-formatted and informative labels, which we have discussed the importance of before.



Hold the Control key (Command key on Mac) and drag "StoreType" and "SUM(Sales)" twice into Marks - Label.

Right-click on the first "SUM(Sales)" and choose Quick Table Calculation -> Percent of Total.

Format the first "SUM(Sales)" as Percentage and set Decimal places to 1.

Format the second "SUM(Sales)" as Currency and set Decimal places to 0.

Expand Label card and click the button of Text to edit the label. Edit it as:

1<StoreType>: <% of Total SUM(Sales)>
2<SUM(Sales)>

Set the Font size to 10, color to Match Mark Color, and Bold.

We may prefer to put labels inside in some situations. According to this thread from Tableau, we can select a particular slice and drag its label inside for Tableau 10.5 and above. For this version, remember to change the color of labels to white.

Donut Chart is an improved derivative of a pie chart. We can make use of the hole to display more information like total sales.
If you pursue a more precise comparison, you can choose Bar Chart. It can reflect the multiple relationship or size relationship when the two are close.
Stacked Bar Chart is also a good way to show the part-to-whole relationship. In addition, it provides another dimension for you.
If you intend to show percentage relationships of time series data, line and area chart are good choices. We could use Dual Axis Line Chart with Area. Lines are used to compare the individual trend over time; in the meanwhile, the area shows the total sales.
100% Stacked Area chart uses space more efficiently and makes a better relative comparison over time.
Treemap is a good alternative for a pie chart, which makes comparisons easier and more precise. Moreover, Treemap makes full use of space.
Bubble Chart is a way to compare without regards to axes. The size compared in bubbles is more accurate than slices.
Since areas and angles are not good visual elements for comparison, Waffle Chart use counting, which is definitely accurate and intuitive. It also has a high space utilization.
Radial Bar Chart retains the circle visual element and becomes more visually appealing and more accurate in comparison.
Radial Bar Chart II provides two levels of comparison. It can also compare Store-level sales based on StoreType. Aside from precision, it is a cool chart.