Dashboards are Tableau sheets that combine visualizations from several worksheets into one place. In this video, learn how to create a dashboard.
- [Instructor] When you manage all or part of an organization, it is vital for you to have the information you need at your fingertips. In Tableau, you can bring information that you need into a single place by creating a dashboard. I'll demonstrate how to do this using the 13_01 Dashboard sample file. That's a workbook you can find in the chapter 13 folder of the exercise files collection. In this workbook, I have four worksheets, so I have sales by quarter, sales by product category, orders by job title, and sales by state. If I want to create a dashboard, I can go to the dashboard menu and click new dashboard. I could've also gone down to the tab bar and the second button over, after the last sheet tab is the new dashboard button. But I already have my dashboard, so I can begin adding sheets. If you look over to the left at the dashboard task pane, you'll see that there are a number of items, and in the middle, there is sales by quarter, sales by product, orders by job, and sales by state. I'll just drag the items over into the body of the dashboard. So I'll start with sales by quarter. So right now that takes up the entirety of the dashboard. I'll add sales by product category, take that to the right, those are both added now, and then I'll drag over orders by job, put that in the bottom on the left, and then sales by state, bottom right. And I will need to scroll down a little bit to see the remainder of the map. Dashboard designers recommend having about four items in a dashboard to limit visual confusion. That limit makes sense in this case. If I had a list of key performance indicators, that would be indicated using numbers, perhaps a dial graphic, or a red, yellow, or green light, then I could probably fit more on a page. But visually, I think these four items are perfect without being confusing.
- 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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