CLUSTER ANALYSIS
A cluster is a collection of data points with similar properties. Cluster analysis helps you find such groupings in your data. A classic use case comes from the field of marketing, where clustering is often used to define different customer segments.
The clustering tool in Tableau uses the widely used k‐means algorithm, a type of vector quantization developed originally in the field of signal processing. Simply put, the method works by assigning n number of observations to k number of clusters, so that each observation is part of the cluster with the nearest cluster mean.
Clustering in Tableau
Scatter plots lend themselves to demonstrating the clustering method. Therefore, let's use this chart type to try the clustering tool in Tableau. Assume that you want to segment the customers in the Superstore sample dataset using two variables: profitability and sales volume. Start by creating the scatter plot: place Profit
on Rows and Sales
on Columns. Then add Customer...