# Beyond "Show Me" Part 3: Parametric Equations

*This is part 3 of a 3 part series on going beyond the charts available in the “Show Me” panel in Tableau. You can read the previous posts here:*

In my last
post, I provided some background on trigonometry and how we can use it in
Tableau. In this post, I’ll build on that and introduce the creation of
interesting (and often, beautiful) curves using parametric equations.

Note: If you
haven’t read my second post on trigonometry, then I’d highly recommend reading that one first as we’ll be using some
trig in this post as well.

**What are Parametric Equations?**

There are a
number of posts available that discuss how to create specific curves in Tableau
using parametric equations and I’ll also discuss that in this post, but I want
to start by discussing some of the mathematical theory behind these equations.

Unlike the
trig of my last post, I honestly never remember learning about parametric
equations in high school or college. To be totally honest, I didn’t discover
them until earlier this year when I decided to create a Tableau-based valentine
for my wife and wanted to draw a heart curve (you can read about that in my
blog post, Creating a Heart in Tableau, if you like). So, if you’ve never heard of them before, you’re not
alone.

A parametric
equation is an equation that calculates values based on one or more independent
variables called parameters. Say that again!!

Many of the
equations we remember learning in school were ultimately intended to calculate
x and y values so you could then plot them on a Cartesian plane.

Examples of
these equations are x = 3y and y = 3x

^{2}. In these cases, if you have the value of one variable, you can find the value of the other using basic algebra.
Consider the
equation x = 3y. When plotted on a Cartesian Plane, you’ll get a simple line
that looks like this:

And the
equation y = 3x

^{2}will give you a curve like this:
So, as we can
see, we are able to express many types of lines and curves through these simple
algebraic equations. But, as noted on a tutorial on

*Paul’s Online Math Notes*:
There are also
a great many curves out there that we can’t even write down as a single
equation in terms of only x and y. So, to deal with some of these problems we
introduce parametric equations. Instead of defining

*y*in terms of x () or*x*in terms of y () we define both*x*and*y*in terms of a third variable called a parameter as follows,
x = f ( t )

y = g ( t )

This third
variable is usually denoted by

*t*…Sometimes we will restrict the values of*t*that we’ll use and at other times we won’t. This will often be dependent on the problem and just what we are attempting to do.
Each value of

*t*defines a point that we can plot. The collection of points that we get by letting*t*be all possible values is the graph of the parametric equations and is called the parametric curve.
Let’s break this
down in a bit more detail, starting with each of the components:

**x**– This is the same x we dealt with in the first two posts in this series. It defines the position of a point along the horizontal axis of our Cartesian plane.**y**– Again, this is the same y as in the first two posts. It defines the position of a point along the vertical axis of our Cartesian plane.**t**– This is our Parameter, which will be used as part of the equation to calculate x and y.

In the sample equations, x = f ( t )
and y = g ( t ), the letters

*f*and*g*represent some function. For example, the parametric equations for a circle are:
x = COS(t)

y = SIN(t)

*If these look somewhat familiar to you, they should, as they are quite similar to what we used to create a circle in my post on trigonometry. We’ll talk more about that later.*

There are a couple of things I’d like
to point out about these equations. First, unlike a typical algebraic equation
like x = 3y, there are actually two separate parametric equations—one to
calculate

*x*and one to calculate*y*. Second, parametric equations represent curves and calculating curves require the use of trigonometry. Thus, we will typically see**Cosine**and/or**Sine**in each equation.
With all this definition out of the
way, we can finally talk about how to use them. By using multiple values of

*t*, we can calculate multiple values of*x*and*y*. We can then plot those*x*and*y*coordinates as points on a Cartesian plane. From there, we can connect them with lines to create an approximation of a curve, called a**Parametric Curve**. The more values of*t*you use, the more individual points you’ll get and the more precise your curve will be.
Make sense? If you’re still a bit
confused, that’s fine. I didn’t start to understand it completely until I
actually created one myself, so let’s do that.

**Using Them in Tableau**

We’re going to
build a circle using the parametric equations we showed above. Unlike my previous
post on trigonometry, we’re going to leverage bins in Tableau for this one. I’m
not going to dive too deeply into use of bins in Tableau, but there are many
good tutorials if you need a bit of background.

1) We’ll start
with a very simple data set with one column called

**Range**and two rows with values 1 and 60, which will allow us to create a circle with 60 points. Here’s the data:*Note: In most scenarios, I’d use more than 60 points in order to ensure that the curves don’t look blocky, but for this example, I want to be sure that we can clearly see all 60 points.*

2) We’ll bring
this into Tableau, then create bins on the

**Range**field with a size of 1.
3) Next, we’ll
create a calculated field called

**Index**with the formula “Index()”. When computed using**Range (bin)**, this create 60 values from 1 to 60, which we’ll use for the parameter*t*in our equations.
4) Just to
make our equations very clear, we’ll create one more calculated field called

**t**which has the formula “Index” (we’re just setting it to the same value as**Index**for now).
5) Now, we can
created calculated fields for

**x**and**y**as follows:
x = COS([t])

y = SIN([t])

6) Next, we’ll
drag

**Range (bin)**to the Detail card.
7) Finally,
we’ll drop

**x**on the Columns shelf and**y**on the Rows shelf. This will create table calcs for each. We’ll need to change these to compute using**Range (bin)**.
And now we
have a nice circular shape that looks like this:

But there are
some problems with this approach. First, as we can see, the points are not
evenly spaced from each other in all cases. Second, there doesn’t seem to be
any logical ordering of the placement of the points. To demonstrate this, the
following shows each point with its associated

*t*value.
The problem
with this lack of order is that, if we were to turn the chart into a line, we
don’t have any way to order the paths to create a closed circle. If you were to
change the chart to a line then drop

**t**onto the path card, you’d get something like this:
It looks
pretty neat, but it’s not the circle we’re looking for. The same problem occurs
if you try to create a polygon.

To remedy this
problem, we’ll need to choose more precise values for

**t**. As it turns out, most parametric equations have a specific range of values that works best for the parameter. In the case of a circle, that range is 0 to 2π. So we want our first point to be 0, our last point to be 2π and everything in between should be evenly spaced. Since we have 60 points, that spacing will be 2π/60 or 0.104719755.
As it stands
our first point is t=1 and our last point is t=60, so the easiest way to change
t to reflect our new, more precise value is to first subtract 1, then multiply
by 0.104719755. Our new formula for t is, therefore:

([Index]-1)*0.104719755

Now when we
plot the points, we can see that they are much more evenly spaced:

In addition,
if we show the value of

**t**for each point, we’ll see that they are nicely ordered starting at the right and moving counter-clockwise.
Now if we
change the chart to a line and place

**t**on the path card, we’ll get a nice closed circle.
And, finally,
if we change it to a polygon, we’ll get a solid, filled polygon:

And that’s
really all there is to it. With the equations and a few calculated fields, we
can easily create a nice circle in Tableau!!

**Side Note**

A quick side
note: As noted earlier, the parametric equations we’ve just used look very
similar to what we used to create a circle in my post on trigonometry. The
reason for this is that they are essentially the exact same thing. Remember
that we divided up the 360° of our circle into equal segments so that our
points would be equally spaced. After calculating the angle for each, we then
converted the angle to radians before calculating x and y. What we’ve done here
is pretty much the same thing. A full arc of a circle, in radians, is 2π. So,
where we plotted equidistant points from 0° to 360° in the first post, we’re
doing the same thing here when we plot our points from 0 to 2π. Pretty cool,
huh!

**More Complex Curves**

Circles are
fairly easy and their equations are quite simple, but parametric equations can
be used to plot all kinds of really interesting and beautiful curves. Some of
these curves, such as ellipses, can prove to be very valuable in real-life
scenarios. Others, while mathematically interesting, will probably only be of
aesthetic value.

Take, for
example, the famous butterfly curve shown in the header image of this post. By
increasing my number of points from 60 to 5,000, setting my t values to range
from 0 to 12π, using the following formulas for x and y, and using a polygon
chart type in Tableau, I was able to create a slight variation on the butterfly
curve.

x = SIN([t4])*(POWER(2.718281828,COS([t4])) - 2*COS(4*[t4]) -
POWER(SIN([t4]/12),5))

y = COS([t4])*(POWER(2.718281828,COS([t4])) - 2*COS(4*[t4]) -
POWER(SIN([t4]/12),5))

*Note: 2.718281828 is actually Euler’s number.*

t : -8 to 8

x = 6*SIN(13.58*[t])*ROUND(SQRT(COS(COS(7.4*[t]))),0)

y = 6*POWER(COS(13.58*[t]),4)*SIN(SIN(7.4*[t]))

t : -6 to 6

x = 6*SIN(2.94*[t2])*COS(COS(22*[t2]))

y = 6*POWER(COS(2.94*[t2]),2)*SIN(SIN(22*[t2]))

While these
formulas seem complex, someone else has already done the math, so it’s really
just a matter of translating their formulas into Tableau calculated fields,
which can be a bit frustrating, but not terribly difficult.

Some dedicated
individuals have even created parametric equations which are capable of drawing
famous faces, such as this one of Abraham Lincoln.

Considering
the formulas for x and y are both over 13,000 characters long, I certainly
don’t have the patience to create these in Tableau. But if you’d like to give
it a try, you can find the formulas, in Wolfram Alpha format, here: Abraham Lincoln Curve

**Wrap-Up**

Well, that’s
all for this post and all for the series on going beyond the Tableau “Show Me”
panel. There are certainly lots of other chart types which I haven’t addressed
in this series, but I hope that you’ve learned something and, perhaps, have
been inspired to try something new with this incredible platform we have in
Tableau.

Header Image: Wikipedia

Ken Flerlage, November
24, 2017

That is awesome! Learning tableau by doing math or learning math by creating Tableau, either way I love such exploration.

ReplyDeleteThanks Alexander!

DeleteTerrific series, thank you again. This is definitely enough to help people get started in going beyond the canned chart types!

ReplyDeleteThanks Eric!!

DeleteBrilliant series, Ken. I've been looking for something like this for a while. I've gotten in the habit of downloading public vizzes and exploring them over the last few year and have found the great vizzes always have a bit of complex math driving the view. It has often seemed that the math is what is keeping me from moving my Tableau game to the next level. This will help a great deal. Truly appreciate the insights.

ReplyDeleteI'm so happy you found this helpful, Michael!

DeleteBTW. Take a look at my latest blog post. In it, I actually put parametric equations to work!

DeleteThanks for this series and breaking it down like this! I found it quite insightful, to understand how these interesting custom shapes are created. Still don't quite understand why Tableau was creating the shapes using line and polygon in the beginning before t was restricted [0,2π]. Also, i was following your post to create the circle and noticed that i couldn't get the circle to close after making t =([Index]-1)*0.104719755, unless I increased the max range from 60 to 61. Not sure if it was implied in the post or I did something wrong. Anyways, it was a very insightful post and i love to look at the old math and see how they could be used in art and tableau! thanks again for opening my eyes!

ReplyDeleteOn the first point, picking random t values will scatter the dots around the circle in ways that don't line up properly. So Tableau will connect the dots in that order and create something weird.

DeleteI think you're right about closing the circle. You will need to duplicate that first point to get it to work. Good catch!

I am little blown by the "Beyond Show me..." Series (literally like the emoji of #WorkOutWednesday).

ReplyDeleteFirst of all thank you so much Ken, You have articulated the series so well that anyone would understand the concept.

Although I am just a newbie and still discovering the "Show Me" section but I am super exited to use these concepts in upcoming viz.

Thank you so much :)

Thanks for series and very detailed explanation. It's really basic ideas which bother me for a long time .Frankly speaking, every time I download a workbook contains sin,cos,pi I will definitely close it. However, now I will try to understand the logic inside. Thank you Ken!

ReplyDelete