Creating dashboards
by Matt Floyd, Ashley Ohmann, Ashutosh Nandeshwar, Jen Stirrup
Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Table of Contents
- Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Credits
- Preface
- 1. Module 1
- 1. A Short Dash to Dashboarding!
- 2. Summarizing Your Data for Dashboards
- 3. Interacting with Data for Dashboards
- 4. Using Dashboards to Get Results
- 5. Putting the Dash into Dashboards
- 6. Making Dashboards Relevant
- 7. Visual Best Practices
- 2. Module 2
- 1. Connecting to Data Sources
- Introduction
- Connecting to text files
- Connecting to Excel files
- Connecting to Access databases
- Connecting to a SQL Server
- Pasting from a clipboard
- Connecting to other databases
- Connecting to Windows Azure Marketplace
- Understanding dimensions and measures
- Changing data types
- Applying filters
- Merging multiple data sources
- 2. Creating Univariate Charts
- 3. Creating Bivariate Charts
- 4. Creating Multivariate Charts
- 5. Creating Maps
- 6. Calculating User-defined Fields
- 7. Customizing and Saving
- 8. Exporting and Sharing
- 9. Exploring Advanced Features
- 1. Connecting to Data Sources
- 3. Module 3
- 1. Getting Started with Tableau Public
- 2. Tableau Public Interface Features
- 3. Connecting to Data
- 4. Visualization – Tips and Types
- 5. Calculations
- 6. Level of Detail and Table Calculations
- 7. Dashboard Design and Styling
- 8. Filters and Actions
- 9. Publishing Your Work
- A. Bibliography
- Index
Dashboards in Tableau are very powerful as they are a compilation of individual visualizations on different sheets. This provides the reader with a lot of information on one single view with all the filters, parameters, and legends of individual visualizations. Complex types of dashboards can be created, such as those allowing drill-through aggregate information and viewing the details.
Let's use the sample file Sample – Superstore Sales (Excel). Open a new worksheet and select Sample – Superstore Sales (Excel) as the data source.
Once the data is loaded on the worksheet, perform the following steps to create a simple dashboard:
- Click on the Show Me button to bring the Show Me toolbar on the screen.
- While holding the Ctrl key, click on Customer Segment and Sub-Category from Dimensions and Profit from Measures.
- Click on the circle views icon on the Show Me toolbar.
- From the main menu toolbar, select Show Title under Worksheet.
- Double-click on the Title shelf and change the title to
Profit by Customer Segment and Product Sub-Category. - From the main menu toolbar, select New Worksheet under Worksheet.
- Drag-and-drop Supplier into the Rows shelf.
- Drag-and- drop Profit into the Text shelf under the Marks pane.
- Drag-and-drop Supplier into the Filters shelf.
- In the Filters [Supplier] dialog box, select the Top tab and select the By Field radio button.
- Click on OK.
- From the main menu toolbar, select Show Title under Worksheet.
- Double-click on the Title shelf and change the title to
Top 10 Suppliers by Profit. - From the main menu toolbar, select New Dashboard under Dashboard.
- In the Dashboard view, drag-and-drop Sheet 1.
- Drag-and-drop Sheet 2 on top of Sheet 1 as shown in the following screenshot:
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