• Skip to primary navigation
  • Skip to content
  • Skip to primary sidebar
  • Skip to footer
EDUCBA

EDUCBA

MENUMENU
  • Resources
        • Data & Analytics Career

          • Big Data Analytics Jobs
          • Hadoop developer interview Questions
          • Big Data Vs Machine Learning
        • Data and Analytics Career
        • Interview Questions

          • Career in Cloud Computing Technology
          • Big Data interview questions
          • Data Scientist vs Machine Learning
        • Interview Questions
        • Machine Learning

          • What is Machine Learning
          • Machine Learning Tools
          • Neural Network Algorithms
        • Head to Head Differences
        • Others

          • Resources (A-Z)
          • Data and Analytics Basics
          • Business Analytics
          • View All
  • Free Courses
  • All Courses
        • Certification Courses

          Data Science Course
        • All in One Bundle

          All-in-One-Data-Science-Bundle
        • Machine Learning Course

          Machine-Learning-Training
        • Others

          • Hadoop Certification Training
          • Cloud Computing Training Course
          • R Programming Course
          • AWS Training Course
          • SAS Training Course
          • View All
  • 360+ Courses All in One Bundle
  • Login

Tableau Dashboard Creation

Home » Data Science » Blog » Data Visualization » Tableau Dashboard Creation

Tableau Dashboard Creation

Overview of Tableau Dashboard Creation

Tableau is a data visualization software popular for easy to use functionality and hundreds of built-in templates and visualization functionality. It is a business intelligence tool where users can create and share interactive and engaging dashboards to measure their business performance, track KPI’s and take actions based on obtained insights. Tableau is very popular, although costly. It has been positioned at number one among many other data visualization platforms many times by different surveys and groups. Therefore, in today’s article, we shall focus on the essential functionality of Tableau dashboard creation, providing examples of how to create a tableau dashboard and the advantages of using Tableau.

This article will be most important to new and upcoming tableau professionals who want to learn tableau to create an amazing tableau dashboard or wants to get hired as tableau experts.

Start Your Free Data Science Course

Hadoop, Data Science, Statistics & others

Main Concepts of Tableau Dashboard Creation

Tableau has many unique features which makes it the market leader in data visualization. It’s drag and drop interface is probably the best feature to do data visualization, views exploration and even combining multiple databases. There is no need for complex scripting in Tableau. Sharing the results after analysis with others can be done via Tableau publishing to Tableau Server.

Some unique features which make Tableau handle diverse business use cases are presented below: –

  • Speed of Analysis – Tableau does not require a high level of programming expertise and hence even business users can do the analysis themselves.
  • Self-Reliant − Tableau does not require a complex and lengthy setup process. The desktop version which is most commonly used is easy to install (it comes as a .exe or .zip file) and contains all required features.
  • Visual Discovery − The user can explore and analyze the data by using visual tools such as colors, charts, trend lines, bars, and graphs.
  • Blend Diverse Data Sets − Tableau allows blending different relational, structured, semi-structured and any other data sources in real-time.
  • Architecture Agnostic − Tableau works in all sorts of devices Desktop, Mobile, Tablets, etc. There is no specific hardware or software that is required to use it.
  • Real-Time Collaboration – It can filter, sort, change templates and discuss data on the fly and thus gives a feel for a live dashboard in portals such as SharePoint or Salesforce.
  • Centralized Data − Tableau also provides a central server which is a centralized location to manage and store all of the organization’s published data. It is easy to schedule extract refreshes in this central server and manage them. Administrators can do incremental and full refreshes as well.

There are three basic steps to do Tableau data analysis and these are mentioned below: –

  • Connecting to a data source – first, we connect to a data source such as-as an excel sheet, database table, or another such source to read the data.
  • Choosing dimensions and measures – Then we select the required columns from the source data on which analysis needs to be done.
  • Applying visualization technique – Now we apply required visualization methods be it a specific chart or graph to the data that needs to be analyzed. Everything is done through a few mouse clicks and drag and drops.

Tableau Dashboard: –

It is a consolidated display of several worksheets and other related information at a single place. Dashboards are used for comparing and monitoring a variety of data, all at once. While creating a dashboard, views from any worksheet can be added in the workbook along with many other supporting objects be it text areas, web pages, and images.

Each view that is added to the dashboard is connected in the back to its corresponding worksheet. So, when a worksheet is modified, the dashboard is updated too and similarly when the view in the dashboard is modified, the worksheet is updated.

Examples

We shall determine on tableau dashboard creation showing the sales and profits for each segment and its Sub-Category of products for a hypothetical company across all the states in which it functions. You are requested to open the trial version of Tableau after downloading from the Internet and follow the steps mentioned below. We can do the following steps to get this done: –

  • Step 1 – First, we shall create a blank worksheet by using the add worksheet icon that is located at the bottom of the workbook. After that, drag the dimension Segment to the columns area and the dimension Sub-Category to the Rows area. Similarly, Drag and drop the measure Sales to the Color area and the measure Profit to the Size area. This will plot a chart and let’s call this sheet as sales-profits.
  • Step 2 – As a next step, create another sheet to analyze details of the Sales across the various States. To get this done, drag the dimension State to the Rows area and the measure Sales to the Columns area. After that, A filter to the State field can be applied to arrange the Sales in an ascending or descending order. We shall call this worksheet as a sales-state.
  • Step 3 – As a third step, we shall create a blank dashboard now by clicking the create new dashboard link which is at the bottom of the workbook.
  • Step 4 – Now, drag the two worksheets that were created in step-1 and step-2 above to the dashboard. Once done, you can see three small icons near the top borderline of the sales profit worksheet. Clicking the middle icon will show the prompt use as Filter when mouse hovering is done over it.
  • Step 5 − Now as the last step, in the dashboard, click the box that represents sub-category machines and segment consumers. This is done to show only the states where the sales happened for this amount/criterion of profit are filtered out in the right pane. This shows that the sheets are linked.

Conclusion – Tableau Dashboard Creation

In the above article, we created a basic tableau dashboard. That data is collected from the web and users can practice the same using any data-set or create a data-set himself. The idea was to bring forth essential working of Tableau and it is expected that the users got a hang of it by now.

Recommended Articles

This has been a guide to Tableau dashboard creation. Here we have discuss the basic concept of the tableau dashboard creation and steps for the tableau dashboard creation with example. You may also look at the following article to learn more –

  1. Visual Analytics vs Tableau
  2. Tableau vs Microstrategy
  3. Looker vs Tableau
  4. Tableau Visualization
  5. Rank Function in Tableau
  6. KPI in Power BI

Data Visualization Course

15 Online Courses

5 Hands-on Projects

105+ Hours

Verifiable Certificate of Completion

Lifetime Access

Learn More

0 Shares
Share
Tweet
Share
Reader Interactions
Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Primary Sidebar
Data Analytics Tutorials Tutorials
  • Data Visualization
    • QlikView Set Analysis
    • Pareto Chart in Tableau
    • Tableau Dynamic Parameters
    • QlikView Functions
    • Tableau Context Filter
    • Tableau Versions
    • Tableau Bullet Chart
    • Tableau Aggregate Functions
    • Conditional Formatting in Tableau
    • Rank Function in Tableau
    • Trend Lines in Tableau
    • Pivot in Tableau
    • Tableau Drill Down
    • Adding Filters in Tableau Dashboard
    • Tableau Data Sets
    • Types of Filters in Tableau
    • CrossTab in Tableau
    • Case Statement in Tableau
    • Sankey Chart In Tableau
    • Benefits of Data Visualization
    • Donut Chart in Tableau
    • Histogram in Tableau
    • Creating Set in Tableau
    • What is Tableau Dashboard?
    • Types of Data Visualization
    • Tableau Chart Types
    • Tableau Dashboard Creation
    • Tableau Table Calculation
    • Tableau Storyline
    • Tableau Reference Lines
    • Tableau Visualization
    • Tableau Competitors
    • Sorting in Tableau
    • Parameters in Tableau
    • Tableau String Functions
    • Line Chart in Tableau
    • Data Blending in Tableau
    • Tableau Charts
    • Tableau Functions
    • Forecast in Tableau
    • Tableau Joins
    • How to Use Tableau?
    • Data Warehouse Modeling
    • Bubble Chart in Tableau
    • Filters in Tableau
    • Best Data Visualization Tools
    • Tableau Architecture
    • Funnel Chart in Tableau
    • Tableau Alternatives
    • Stacked Bar Chart in Tableau
    • Visual Analytics vs Tableau
    • Treemap in Tableau
    • Gantt chart in Tableau
    • Data Visualization With Tableau
    • Data visualisation vs Data analytics
    • Data Visualization vs Business Intelligence
    • Tableau vs Microstrategy
    • Data Mining Vs Data Visualization
    • Tableau vs QlikView
    • Tableau vs Spotfire
    • QlikView vs QlikSense
    • Power BI Dashboard vs Report
    • Power BI vs Tableau
    • Power BI vs SSRS
    • Data Science vs Data Visualization
    • Tableau vs Domo
    • Looker vs Tableau
    • Splunk vs Tableau
    • Power BI vs QlikView
    • Uses of Tableau
    • Tableau Commands
    • What is Tableau Server
    • Power BI vs Excel
    • Power BI vs Tableau vs Qlik
    • Is Tableau Free
    • What is Data Visualization
    • How To Install Tableau
    • Is Power BI Free
    • What is Microsoft Power BI
    • Data Visualization Tools
    • What is QlikView
    • How to create a Set in Tableau
    • What is Tableau
    • QlikView Tools
    • Tableau Date Functions
    • Tableau IF Statement
    • Heat Map in Tableau
    • Waterfall Chart in Tableau
  • Big Data (151+)
  • Business Analytics (40+)
  • Cloud Computing (82+)
  • Data Analytics Basics (202+)
  • Data Analytics Careers (36+)
  • Data Mining (30+)
  • Interview Questions (50+)
  • Machine Learning (141+)
  • Statistical Analysis (36+)
  • Data Commands (4+)
  • Power Bi (6+)
Data Analytics Tutorials Courses
  • Data Visualization Training
  • QlikView Training
  • MatPlotLib Tutorials
Footer
About Us
  • Who is EDUCBA?
  • Sign Up
  •  
Free Courses
  • Free Course on Data Science
  • Free Course on Machine Learning
  • Free Coruse on Statistics
  • Free Course on Data Analytics
Certification Courses
  • All Courses
  • Data Science Course - All in One Bundle
  • Machine Learning Course
  • Hadoop Certification Training
  • Cloud Computing Training Course
  • R Programming Course
  • AWS Training Course
  • SAS Training Course
  • Tableau Training
  • Azure Training Course
  • IoT Course
  • Minitab Training
  • SPSS Certification Course
  • Data Science with Python Course
Resources
  • Resources (A To Z)
  • Data & Analytics Career
  • Interview Questions
  • Data Visualization
  • Data and Analytics Basics
  • Cloud Computing
Apps
  • iPhone & iPad
  • Android
Support
  • Contact Us
  • Verifiable Certificate
  • Reviews
  • Terms and Conditions

© 2019 - EDUCBA. ALL RIGHTS RESERVED. THE CERTIFICATION NAMES ARE THE TRADEMARKS OF THEIR RESPECTIVE OWNERS.

EDUCBA
Free Data Science Course

Hadoop, Data Science, Statistics & others

By continuing above step, you agree to our Terms of Use and Privacy Policy.
*Please provide your correct email id. Login details for this Free course will be emailed to you
EDUCBA
Free Data Science Course

Hadoop, Data Science, Statistics & others

By continuing above step, you agree to our Terms of Use and Privacy Policy.
*Please provide your correct email id. Login details for this Free course will be emailed to you
EDUCBA
Free Data Science Course

Hadoop, Data Science, Statistics & others

By continuing above step, you agree to our Terms of Use and Privacy Policy.
*Please provide your correct email id. Login details for this Free course will be emailed to you
EDUCBA
Free Data Science Course

Hadoop, Data Science, Statistics & others

By continuing above step, you agree to our Terms of Use and Privacy Policy.
*Please provide your correct email id. Login details for this Free course will be emailed to you
EDUCBA

By continuing above step, you agree to our Terms of Use and Privacy Policy.
*Please provide your correct email id. Login details for this Free course will be emailed to you
EDUCBA Login

Forgot Password?

Let’s Get Started
Please provide your Email ID
Email ID is incorrect

Cyber Week Offer - Data Visualization Course View More

Cyber Week Offer - Cyber Week Offer - Data Visualization Course View More