In this chapter, Matt Francis takes a standard dashboard and applies the design principles in each section. In this video, begin to build the starting dashboard and get ready for the improvement tips provided throughout the rest of this course.
- [Narrator] In order to build a dashboard, first of all, we're going to need some sheets to put into that dashboard. So I'm going to build six sheets that we're going to be using the rest of this course. I'm using the Sample Superstore data set that comes built-in with Tableau. The first thing I'm going to build is a map showing our profits. Build a map, I'm just going to add State into my view, and Tableau builds the map for me. And I'm going to put Profit on color, so now each of my states is colored by the amount of profit being generated. I don't want to include all of my data in here, so we're going to drag Order Date onto the filter shelf to create a Relative Date filter, and I'm going to look back at the last three years. Now I want every sheet in my data set to also be filtered, so I'm going to set Apply to All Using This Data Source, so now that filter is going to be a global filter across all the sheets in our dashboard. The next thing I want is a weekly timeline showing the profits per category. So I'm going to put Order Date on my columns, I'm going to change that to be Week, and I'll put Profit on my rows. I'm then going to put the Category on my column, Category on my color, and then I have my Weekly Category Profit. Next I'm going to do the same thing, but instead showing the amount of profit per state for each week, so again let's put Order Date on our column. We'll change that to be the Week Number. I'll put Profit on the rows. And instead of Category, this time I want State on my row and we'll color that by Profit. Well, so now I have all of my states and all of their weekly profit. Next I want a highlight table showing the profit per region per sub-category. So we'll take the Region. Put that on my column. I'll take Sub-Category, and put that on the row. And then I'm going to take the Profit, drop that in the middle so I get the numeric value of the profit. We'll then color code that by the profit as well. And then because I want a colored background, I change the Mark Type from Automatic onto Square, then that gives me the coloring for each of my cells. So that's my Regional Profits by category. Next I want an analysis on all of my customers. So I want the Customer Sales & Profit. So I'll put Sales onto Column. I'll put Profit onto Row. And then I'm going to add the Customer Name to the Detail. And then it gives me one point for each one of my customers. I'm going to change the Mark Type to be a Circle. I'm going to put the Profit onto Color, so now this will actually color by profit. And to make it slightly easier to distinguish each circle, I'm going to put the black border around them. And then finally, let's put Quantity onto Size. So each circle now represents one customer. The size is the number of orders they've had, the color is the amount of profit. And then lastly, I want to look at the amount of sales for each one of our products and color coded by the amount of profit that we make, but I'm going to use the profit ratio in this case. So we want the Product Name in our row. I want the Sales on our column. And I'll put the Profit Ratio to color, and we'll click on the Sales axis to order it largest to smallest. Okay, I've now got my six sheets that I'm going to use to build my dashboard. So I have an empty dashboard, so let's just put some sheets in to build a very basic dashboard. So I only have four sheets on hand. I have my Profit map, I'll have my Regional Profit, my Weekly Profit, and maybe my Customer one as well. So to create a dashboard, Tableau gives us a nice little hint here where it says, "Drop sheets here." So all we do, is we take one of the sheets from the left hand side, and as we hover over we get a nice little thumbnail to remind us what each one looks like, and we pick one up, and we just drag and drop into the dashboard and it will appear. So that's my map. I'm going to put my Regional Profit to the right of the map, and as I bring the sheet over you see the gray area appear. Now this is where Tableau is going to put the sheet when I release the mouse button. So I want to put it to the right hand side of the map. As I release, it goes there. I then want to put my Weekly Category Profit underneath my map. So again, move the mouse until the gray area highlights in the correct position that I want my sheet to go. I got my Weekly Profit. And then my Customer Analysis I want to put in the bottom right-hand corner, so I can drop that there. I can then resize any of these elements just by simply dragging the border and moving it down until I'm happy that I can see everything I need in the detail. Now by default, Tableau puts all of the legends that are shown on the sheet on the right-hand side of the dashboard. So I didn't tell Tableau to do that, it does it automatically whenever you build a dashboard. Later on we'll look at ways of moving that around and reclaiming that real estate, but for the moment this is fine. So now I have a basic dashboard, showing my profit for the states, my regional profits, my weekly categories, and my customer sales. The final thing is to turn on the title. For that we go to the Dashboard menu right at the top of the screen, and click on Show Title. Now this is a very basic dashboard, but all the elements of the dashboard are there.
- Explain the core principles of dashboard design.
- Identify how to construct a dashboard using simple structural elements.
- Summarize how to extend dashboard functionality using dynamic components.
- Recall how to extend dashboard appeal using visual elements.
- Identify how to integrate interactive dashboard features.
- Summarize how to create a data narrative using stories.
- Recall how to create various dashboard types based on specific goals.