Tableau Dashboards

A dashboard is a combined display of multiple worksheets and related information in a single place. The dashboards are used to monitor and compare a variety of data simultaneously. The different data views are displayed all at once.
new-dashboard-with-sales-state-and-sales-profit-tableau

Dashboards are shown as tabs at the bottom of the workbook and they usually get updated with the most recent data from the data source.

To create a dashboard, you can add views from any worksheet in the workbook along with many supporting objects such as text areas, web pages, and images.

Each view you add to the dashboard is connected to its corresponding worksheet. So when you modify the worksheet, the dashboard is updated and when you modify the view in the dashboard, the worksheet is updated.

Introduction to Tableau

Create a Dashboard in Tableau

  • Open Tableau and click on Connect to Data.
    connect-to-data-tableau
  • Then the Connect page will open, click on Microsoft Excel.
    click-on-connect-to-data-excel-file-tableau
  • Navigate to the downloaded files, select Sample Superstore.xls excel file, which is a saved excel file, and click on Open.
    connect-sample-superstore-to-tableau
  • You can download a Sample Superstore.xls file from the link: https://chercher.tech/files/
  • Once the data source has been connected, open a new worksheet by clicking on sheet1.
    naviagte-to-sheet1-tableau
  • The Sample Superstore excel file contains the below details.
    sample-superstore-excel-file-tableau
  • Here, I am going to create a dashboard that shows the Sales and Profit for different segments and Sub_Category across all the states.
  • Drag the dimension variable Sub_Category to the row shelf and another dimension variable Segment to the column shelf.
    drag-sub-category-segment-to-the-row-column-shelf-tableau
  • Next, drag and drop the measure variable Sales to the Column tab and the measure variable Profit to the Size tab in the Marks shelf and the following graph will appear.
    drag-sale-profit-to-colors-and-size-shelf-tableau
  • Let us consider the Sheet1 worksheet as a master worksheet, right-click on sheet1 and rename it as Sales_Profit.
    change-worksheet-name-to-sales-profite-tableau
  • Next, create another sheet, that holds the details of Sales against States.
  • Create a view by dragging a dimension variable State to the row shelf and measure variable Sales to the column shelf.
    drag-sales-and-state-to-craete-view-tableau
  • Next, apply a filter to the State field to arrange the Sales in descending order.
    right-on-state-select-sort-tableau
  • Select the Sort by Field
    • Select sorting order as Descending.
    • Select Field Name as Sales.
    • Select Aggregation as SUM.
      sort-state-vs-sales-tableau
  • The following graph will appear as follow.
    graph-with-descending-order-tableau
  • Right-click and rename this worksheet as Sales_State.
    rename-sheet2-to-sales-state-tableau
  • Next, we can create a new dashboard in two ways,
    • Click on the Dashboard and select the New Dashboard option from the dropdown at the Top of the Tableau workspace.click-on-dashboard-and-select-new-dashboard-tableau
    • Or, you can create a new dashboard by clicking on the Dashboard1 tab at the bottom of the Tableau workspace as below.
      creating-new-dashboarrd-tableau
  • You can see two sheet names present inside the dashboard window, just drag and drop inside the blank space of the dashboard as shown below.
    new-dashboard-with-sales-state-and-sales-profit-tableau
  • Click on the Sub_Category named Machines and under Consumer in the Sales_Profit, You can notice that only the states where the sales happened for this amount of profit are filtered out in the right pane named Sales_State.
  • This will show the sheets are linked in a dashboard.
  • In the same way, you can change the name of the dashboard by right-clicking on it and select the Rename option.
    rename-dashboard-tableau
  • Here, I have changed my dashboard name to Profit_Dashboard as below.
    rename-dashboard-to-profit-dashboard-tableau
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