![]() ![]() Risk Type: description of the risk type e.g.Dept Ref: short reference to distinguish each department. ![]() The first step is to create a spreadsheet to record the relevant risks. The sheet I use has the following column headings: The idea is that you can reuse the example heat map table, populate it and score your relevant risks and be able to see the result in the heat map chart. Selecting a rating in the Matrix filters the available records in the table showing the detail.In the previous article (part 1), I’ve introduced the concept and possible applicability of a risk heat map, when capturing and managing operational risk. This article explains how to achieve the two heat maps described in part 1, including the data setup and necessary adjustments in Excel in order to plot all the risks (roughly 100) into an ineligible chart. Make a note of the pixel width and height.ģ) Select Create a Calculated Field from the drop down menu in the dimensions pane.Ĥ) Name the Calculated Field ‘ Impact Label’ and copy the following formula.ĥ) Select Create a Calculated Field from the drop down menu in the dimensions pane.Ħ) Name the Calculated Field ‘ Probability Label’ and copy the following formula.ħ) Select Create a Calculated Field from the drop down menu in the dimensions pane.Ĩ) Name the Calculated Field ‘ Risk Count’ and copy the following formula.ĩ) Select Create a Calculated Field from the drop down menu in the dimensions pane.ġ0) Name the Calculated Field ‘ Combined’ and copy the following formulaġ1) Drag the Impact and Probability Label measures to the Columns and Rows shelf and changed to the measure to Avg.ġ2) Drag the Risk Count Measure to the Label Mark and the Combined Dimension to the Detail Mark.ġ3) Select the Colour Mark and change the Opacity to 0%.ġ4) Select the Size Mark and change the size to the smallest availableġ5) From the Maps menu select Background Images and select the data source.ġ7) Browse for the Risk Matrix you created in Step 2.ġ8) For the X Field select Impact Label and set the Right field value to 1,195.ġ9) For the Y Field select Probability Label and set the Top field value to 870.Ģ0) Right click on the Avg Probability Label and select Edit Axis.Ģ1) In the General Tab, Change the Title to Probability.Ģ2) In the Tick Marks, Select None for the Major Tick Marks.Ģ3) Right click on the Avg Impact Label and select Edit Axis.Ģ4) In the General Tab, Change the Title to Impact.Ģ5) In the Tick Marks, Select None for the Major Tick Marks.Ģ6) Right click on the Probability Axis and select Format.Ģ7) Change the Size in the Fonts Option to 14.Ģ8) Select the Impact label from the Fields dropdown and repeat Step 27.Ģ9) Create a new Dashboard and drag the Risk Matrix and Records to the canvas.ģ0) Select the Risk Matrix and check Use as Filter.ģ1) Finished Risk Matrix. Clicking on the value will filter the table to the right of the matrix showing the records with that rating.ġ) Create a new Tableau workbook using the risk example dataset.Ģ) You will need to recreate an image of the matrix you want to use for your chart. The final workbook will look like this with the number of risks for each rating appearing as a value on the matrix. There are 100 random examples in the dataset.Risk id, a probability and impact score ranging between 1 -6 and a Risk description field.The data used to illustrate this guide contains 4 columns. This how to guide walks through the process to build a chart in Tableau that maps the likelihood of the risks occurrence and their effect on the project objectives on top of a two-dimensional colour coded grid. ![]()
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