Dashboard elements can be formatted like other Tableau worksheet objects. In this video, learn how to arrange and resize dashboard elements.
After you create a dashboard in Tableau, you can change some of its options so it fits your needs more effectively. I'll demonstrate these techniques using the 1302 elements workbook, which you can find in the Chapter 13 folder of your exercise files collection. I have created a dashboard on its own sheet. And you can see that I have 4 different items. And those items, which are sheets within the workbook are listed over here in the Sheets section of the dashboard task pane. If I move my mouse pointer over one of the items, such as sales by quarter, then I get a preview but that just duplicates what we have in the dashboard. But on the right, you'll notice there is a go to button. So it says go to sheet when you hover the mouse pointer over it. If you click it, then it takes you to the sheet underlying that dashboard element. You can work with or manipulate this sheet and when you're done, go back to the dashboard by clicking its sheet tab. Another way you can work with an element in a dashboard is by resizing it. So if you move your mouse pointer over the edge of an item, such as I do here, then you'll see that the mouse pointer changes to a 2-way arrow. If you're over the left or right edge, it turns to a horizontal arrow. If you're over the bottom, it changes to a vertical or up-down arrow. So if I want to make sales-by-product categories smaller in the vertical axis, I can drag up and you see that in fact it did get smaller. And if I drag down, it gets larger. You can also if you want display a title for dashboard. This is great for a workbook that has more than one dashboard in it. To display a dashboard's title, display the dashboard. Then in the dashboard task pane, check the show dashboard title box. And the title appears at the top. It's currently set to be the same as the name of the worksheet but you can change that. Hover your mouse pointer over the title. Right click it. And click edit title. That displays the edit title dialogue box. And rather than the sheet name, which I will backspace over. Let's say it's Quarterly Focus. I don't need to change any of the formatting although I certainly could. I'll click OK. And there is the title. Note though, that the name of the worksheet did not change. Another way to modify the elements of your dashboard is by changing its size. You can do that by going to the dashboard task pane and use controls in the size area. It's currently set for desktop browser. But if you click that controls down arrow, you see that you can either set the width and height on your own. Right now, we're set for 1000 pixels wide and 800 high. Or, you can click the down arrow and select from a wide variety of pre-programmed resolutions. You can also change devices. So for example if you want to see how this display will work on a phone, click the phone item under default. And it's displayed there. You can also click device preview to preview it on different devices. At the top, you'll see controls for device type. So we currently have phone, defualt, desktop, tablet, and back to phone. You can also change the model of a device. So for example for a phone right now, we just have generic phone, but you can go for various types of iPhones, iPhones pluses, iPhone 10 and 10S. The 10R and 10S Max. Samsung Galaxy. Different varieties. Google Pixel. Nexus 5X. And back to generic phone. When you're done with your preview, go back to the dashboard task pane and click device preview. And you're back in your regular view mode. As you can see, your dashboards are extremely useful and also, you'll find that responsive design which changes its display based on the platform you're viewing it makes them even more useful.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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