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Dashboard in Tableau

By Priya PedamkarPriya Pedamkar

Dashboard-in-Tableau

Introduction to Dashboard in Tableau

Dashboards are very crucial elements of any BI tool. No matters how extensive analyses are performed if they are not brought into a dashboard. Dashboards allow quick and effective insight capturing and thus assist decision-makers in effective decision making. In Tableau, dashboards can be created easily. Many features provided by the tool pertaining to the concept help in building a highly interactive dashboard. The user-friendly mechanism provided by Tableau helps in implementing difficult dashboard concepts easily in Tableau, and even a new user can learn the procedure easily and quickly.

Working with Dashboard in Tableau

In order to understand dashboards in Tableau and various features offered by the tool in the context of the concept, we shall go through a step-by-step procedure as given below. For this demonstration, we are using the Product Region dataset. The dataset contains sales and profit percentage figures for various products given region wise. The measures present in the dataset are “Sales in Million” and “Profit in %”, while Product and Region are dimensions. Let’s go through the following section to understand dashboards in Tableau.

1. First, load the requisite data source into Tableau. For that click on “New Data Source” under the Data tab as shown below.

New Data Source

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2. In “Connect”, select the requisite data source type. In this case, it is MS Excel, so we selected Microsoft Excel as shown below.

Microsoft excel -Connect

3. Now, select the requisite file from the location it is stored at as shown below.

Dashboard in tableau

4. When the file gets loaded successfully, it can be seen in the Data Source tab as shown in the following screenshot. Examine the data prior to proceeding for analysis.

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tableau

5. Moving to the sheet tab, we can find the measures and the dimensions present in the respective sections.

Dashboard in tableau

6. We will create the first analysis, for that brings Region dimension into Rows region and drag “Sales in Million” measure over Text in Marks card. We get a table as shown below.

Dashboard in tableau

7. Now, in Show, I click on the Pie Chart symbol as highlighted in the below screenshot, and we get a pie chart.

Dashboard in tableau

8. Adjust the size of the pie chart through the slider in the Size option in Marks card. This is as shown below.

Dashboard in tableau

9. The default setting for the pie chart is that it takes into consideration the values. We want it to display the percentage contribution. This can be done by following the process as illustrated in the below screenshot. It is also important to name a sheet appropriately.

the pie chart

10. In the second sheet, we created another analysis that gives us product wise sales for different regions using a vertical bar chart. This has been shown by the following screenshot.

vertical bar chart

11. Now, we will create a third analysis, which basically gives us an idea of the average profit contribution for products by various regions. The following pie charts accomplish this.

create a third analysis

12. We will now create a dashboard based on these three analyses created above. To create a dashboard, click on the “New Dashboard” symbol as shown in the following screenshot. Alternatively, we can also create a dashboard by clicking over the “New Dashboard” option in the Dashboard menu as shown by the screenshot subsequent to the below one.

Dashboard in tableau

New Dashboard

13. When we create a dashboard, initially, the blank dashboard looks like as shown below. On the left-hand side, there are various sections including Sheets which shows all the sheets in the workbook. Double click on the requisite sheet to bring it into the Dashboard or just drag it.

left-hand side

14. We brought all the three sheets into the dashboard as shown below. It can be seen that things appear quite messy. This is because by default the Tiled option is active. We will have to change it to Floating.

 Tiled option

15. Let’s first remove each sheet from the dashboard and then apply Floating. To remove a sheet, right-click on it and select “Remove from Dashboard” as illustrated below.

Remove from Dashboard

16. Now, change the setting from Tiled to Floating as shown below.

Tiled to Floating

17. As can be seen below, we arranged the sheet “Regional Sales” systematically in the way we wanted. The Floating option allows us to float the objects, including legends and charts, freely across the dashboard layout. In a similar way, we shall arrange the three sheets systematically. To add a sheet into the dashboard, right-click on the sheet and click on “Add to Dashboard”.

Add to Dashboard

18. Using the approach mentioned in the previous step, we brought all the three sheets into the dashboard, as shown below.

Using the approach

19. We can change the layout of the dashboard by going to “Device Layouts” in the Dashboard menu. The following screen illustrates selecting the “Add Tablet” layout.

Device Layouts

20. When Tablet layout is selected as above, then the layout gets spread across and appears as shown by the following screenshot.

tableau

21. On the left-hand side under the Dashboard section, we can find various options. Explore them to know how they affect the dashboard.

Dashboard sections

22. We can have grids in the layout. For that select the “Show Grid” option as shown below. We can see the light-blue colored grid in the layout.

Show Grid

23. Click on “Grid Options”, as shown below, to explore more about grids.

Grid options

24. Now, on the left-hand side, there’s a section called “Item hierarchy”. It shows the hierarchy of the objects in the dashboard.

Item Hierarchy

25. We can delete the layout by clicking on “Delete Layout” in “More options” of the particular Layout. The following screenshot illustrates the deleting of the Desktop layout.

delete layout

26. When we delete a layout the default settings get restored as can be seen in the following screenshot.

Region wise product

27. We can format the dashboard by clicking on the Format option in the Dashboard menu as illustrated below.

Device layout

28. When we click on Format, the “Format Dashboard” appears on the left-hand side as shown below. We can apply the changes as required. The clear button at the bottom clears the settings applied.

format dashboard

29. The Size option allows us to set the size of the dashboard as required, as shown below.

Region contribution

Conclusion

Dashboards are those objects which basically complete Tableau as a visual analytics tool. Tableau distinguishes itself from other BI tools in the context of dashboard making by providing various and multiple options that basically help in driving in-depth analytics using dashboards.

Recommended Articles

This is a guide to Dashboard in Tableau. Here we discuss the Introduction, Working with Dashboard in Tableau along with basic points implemented. You can also go through our other suggested articles to learn more–

  1. BorderLayout in Java
  2. Rank Function in Tableau
  3. Tableau Context Filter
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  5. Concatenate in Tableau | How to Use?
  6. Tutorial on Tableau Action Filter
  7. Learn the Various Operations of Legend in Tableau
  8. How to Use Tableau Fixed Function?
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