Tableau visualizations offer snapshots of your data, but not a narrative. In this video, learn how to present data using storylines.
- Data analysis and visualization are just part of the business in Alice's picture. You also need to communicate your findings effectively. Tableau includes storylines, which let you create a sequence of story points connecting worksheets in your workbook. You can use those to build a persuasive narrative about your insights. I'll demonstrate how to create a storyline in this movie. My sample file is 0208 storylines. And you can find it in the chapter 2 folder of the extra size files collection. This workbook contains three worksheets. And you can see at the bottom, I have sales by title, which is a tree map showing sales broken down by employee title. Sales by Quarter which is a line graph over time and finally Category Order Count, which is a set of vertical bar charts, or column charts broken down by category and year. So let's say that I want to create a story that will allow me to go through these three sheets consecutively. To create a new story, I will go down to the bottom of the user interface, to the right of the sheet tabs and click the new story button. My story appears and I can create a new story point. I'll start by dragging the sales by title sheet to the drag a sheet here area. And there I have my story point. And you see that I can scroll down. and see the rest of the visualization. Now that I'm here I can change the caption and the caption is basically explanatory note that appears at the top of a storyline or story sheet. So I will click in the caption box and I will type data for 2017 to 2019. And click away. And there I have my caption. I can also change the title of the story. So if I right click story 1 I can click edit title. And you see it writes out the sheet name. In this case I will call my story sales summary. And I will change the formatting. So I will highlight the text, click bold and I think that's all I want to do here. So I click OK. And there you see my changes in place. To create a new story point I'll go over to the story panel. And click blank. And that gives me a blank story point. You can see that I can move back to data for 2017 to 2019, which I just created. In this case I'll do a sales by quarter and drag that to the drag a sheet area. And then for the caption I will call it sales by quarter. And click away. There we go. So I have my stories. And let's add a third. So I'll click blank. And drag in category order. And you can see that visualization appears on the story point. And I will change the caption to order count by category and year. So there I have my three sheets. If I want to navigate among them, I have several options. The first is to click on a sheet directly. So for example if I click on the first story point, I'll move there. If I click on sales by quarter, go there. Order count, I can just click it and go. You can also go one point at a time by using the arrows. So I'm currently on the last of my story points. So if I click the previous button then I move back. If I want to go one at a time, forward, then I can click the next button on the right. If I want to change the size of the story I can go over to the story panel, the task pane. Click the size controls down arrow. And I currently have 1016 by 964. If I want to change that, I can go down to 916 by 964. And I'll just make it smaller until everything fits. And it looks like I can stay at 916. So there I have everything on the story point. And if I move to sales by quarter, you see the changes have been carried over and the same for the initial visualization as well. Storylines or stories are a great way to create a narrative within a Tableau workbook.
- 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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