When you manage all or part of an organization, it is absolutely vital that you have the information you need at your fingertips. In Tableau, you can bring information that you need into a single place by creating a dashboard. And, in this movie, I will use the Make Dashboard Sample Workbook to demonstrate the process.
- [Instructor] When you manage all or part of an organization, it is absolutely vital that you have the information you need at your fingertips. In Tableau, you can bring that information into a single place by creating a dashboard. In this movie, I will demonstrate how to create a dashboard. My sample file is the CreateDashboard workbook, and you can find it in the Chapter13 folder of your Exercise Files collection. This workbook contains three sheets. I have BaseData which is a text table showing Product Category expenses for two years, 2015 and 2016.
Then I have ExpenseCategory which breaks out by category but not by year. And then ExpenseTrend which shows line graphs with the trend of expenses for each of the categories from 2015 and 2016. If I want to create a dashboard I can go down to the Task Bar at the bottom of the program window and click the middle of the three Create buttons here and I have New Dashboard, and I'll click that, and Tableau creates a new dashboard.
There are a number of ways that I can work with this dashboard. The first is to change its size. Currently, if I click the Size controls down arrow I see that it's 1000 pixels by 800. I can also click the down arrow for the list box above it and from there I can find a number of different resolutions. An embedded blog, Small Blog Embedded, Column, or I could go down to Custom and click that. For this demonstration I'll stay with the default.
Now to add a sheet to my dashboard I just drag it from the sheets area of the Dashboard tab and onto the dashboard sheet. So I'll drag BaseData on and you see that it takes up the entire width of the dashboard. I can make it smaller by going over to the down arrow here at the top right, clicking it and then about three quarters of the way down click Floating. And that makes this particular control much smaller.
It's basically just wide enough with a little extra room to show its contents. I can resize by dragging the edges or the corner and I can also move it by putting the mouse pointer over the center of the Title bar. When the pointer changes to a four-way arrow, I can drag the control anywhere I want it to go. I'll move it down just a little bit, give it a little white space off the top. Now I can do the same with ExpenseCategory so I'll drag that on, go to the top right, click Floating, and I also see that I have a title, or rather a legend, that shows the range of values based on the color gradient.
I don't want to work with that, or I don't want to keep it so I'll click it, click the down arrow, and click Remove from Dashboard and then I'll click ExpenseCategory and then drag it over to the side. And then finally I can add ExpenseTrend, so I'll drag that on. There is my visualization, click the down arrow, click Floating, and drag it down. And I also see at the top that I have Product Category so I'll click that and then at the top right, click the down arrow, and click Remove from Dashboard.
So I no longer have my legend but if I want to I can always add that data in a text box. So there we go. I have my basic data, a representation of the expenses based on total share over the two years, and also a trend on how those expenses have moved up and down over the years 2015 and 2016.
Author
Updated
5/10/2017Released
10/13/2016- Managing data sources and visualizations
- Managing Tableau worksheets and workbooks
- Creating custom calculations and fields
- Analyzing data using statistical tools
- Sorting and filtering Tableau data
- Defining groups and sets
- Creating and pivoting crosstabs
- Formatting Tableau visualizations
- Creating basic charts
- Annotating and formatting charts
- Mapping geographic data
- Creating dashboard and actions
Skill Level Intermediate
Duration
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Q. This course was updated 5/10/2017. What topics were part of the update?
A. Topics related to version 10.1 and 10.2 were part of the course update.
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Introduction
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Welcome59s
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1. Introducing Tableau
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Downloading Tableau2m 36s
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Installing Tableau drivers2m 15s
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Getting help in Tableau2m 2s
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2. Managing Data Sources and Visualizations
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Connecting to a data source1m 56s
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Joining related data sources3m 27s
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Cleaning up source data2m 37s
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3. Managing Tableau Worksheets and Workbooks
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Saving your changes2m 24s
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Creating a packaged workbook1m 33s
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4. Creating Custom Calculations and Fields
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Creating a calculated field3m 21s
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Adding a table calculation3m 46s
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5. Analyzing Data Using Statistical Tools
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Displaying the Summary Card2m 30s
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Forecasting future values3m 58s
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6. Sorting and Filtering Tableau Data
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Creating a selection filter2m 58s
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Creating a wildcard filter3m 50s
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Creating a condition filter2m 53s
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Creating a top filter2m 46s
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7. Defining Groups and Sets
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Defining a group1m 55s
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Defining a set2m 14s
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Combining sets3m 31s
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Editing and deleting sets1m 37s
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8. Creating and Pivoting Crosstabs
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Creating a crosstab3m 20s
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Unpivoting a crosstab1m 50s
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9. Formatting Tableau Visualizations
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Resizing a visualization3m 39s
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10. Creating Basic Charts
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Creating pie charts3m 45s
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Creating scatter plots3m 19s
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Identifying data clusters3m 54s
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Creating histograms3m 6s
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Creating a treemap3m 26s
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11. Annotating and Formatting Charts
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Adding a text box to a chart2m 25s
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12. Mapping Geographic Data
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Creating a basic map4m 24s
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Setting map options3m 46s
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Defining custom regions3m 57s
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13. Creating Dashboards and Actions
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Creating a dashboard3m 54s
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Defining a filter action2m 40s
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Defining a highlight action3m 44s
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Defining a URL action2m 36s
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14. What's New in Tableau 10.1 and 10.2
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Export data to CSV files1m 20s
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Scale maps dynamically1m 34s
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Conclusion
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Further resources1m 17s
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Video: Creating a dashboard