Big Data Software

How to create a Dashboard in Tableau

Jack Wallen reveals you the way simple it’s to create a new Dashboard with the Tableau knowledge visualization platform.

Diagrams and graphs on virtual screen. Business strategy, data analysis technology and financial growth concept.
Image: WrightStudio/Adobe Stock

For any firm across the globe, knowledge has turn out to be one of many single most necessary elements of doing enterprise at a aggressive or environment friendly stage. With knowledge, you may predict traits, cut back prices and waste, assist empower employees for fulfillment, and work to obtain a digital transformation and performance with extra agility and pace than you ever dreamed.

But all of that uncooked knowledge wants to be analyzed, and if you happen to’ve ever simply stared into the eyes of a large trove of knowledge, you understand how huge of a problem that may be. That’s why so many firms and platforms have appeared with the only function of visualizing that knowledge. So as a substitute of uncooked knowledge, you may create charts, graphs, plots, interactive maps and extra to make the method of analyzing that knowledge a far easier job.

SEE: Hiring Kit: Database engineer (TechRepublic Premium)

One component that may take that ease of study one step additional is the dashboard. Dashboards provide you with at-a-glance seems at what’s occurring together with your knowledge. Tableau, one of many largest knowledge visualization firms available on the market, makes it extremely simple to create your first dashboard.

Let me present you the way it’s achieved.

What you’ll want

To create a dashboard, you’ll want a Tableau account and a few imported knowledge. I’m going to show with pattern knowledge, which you can too add to Tableau for apply functions. I extremely advocate you do that.

How to add the pattern knowledge supply

The knowledge I’m working with is known as Superstore Datasource and could be discovered in Data | New Data Source (Figure A).

Figure A

Adding the pattern knowledge supply to Tableau.

Once you join the info supply, it’s best to see a itemizing of Tables, People and Returns in the left navigation (Figure B).

Figure B

Our pattern knowledge supply has been added and is prepared to be used to create your first dashboard.

How to create a new dashboard

At the underside left nook of your Tableau window (Figure C), click on the second icon from Sheet 1 (a small sq. of squares) to create a new dashboard.

Figure C

The dashboard creation button isn’t precisely apparent however simple to discover.

How to add Sheets to your dashboard

Now that you just’ve created the dashboard, you may have to fill it with sheets. Click on Sheet 1 to the left of Dashboard 1. In the left navigation, any of these views could be simply added to the brand new sheet.

Let’s say you need to add the Top Customers by Profit sheet to the dashboard. To try this, click on and drag that entry into Sheet 1. You ought to then see a new component added to Sheet 1 (Figure D).

Figure D

We’ve added Top Customers by Profit to Sheet 1.

Now that you just’ve added one thing to Sheet 1, return to the Dashboard 1 tab and it’s best to see Sheet 1 listed in the left navigation (Figure E).

Figure E

Our new Sheet is on the market to add to the Dashboard.

Click and drag Sheet 1 to the Dashboard after which you may return, create a new sheet after which add the brand new sheet to the Dashboard.

Keep going forwards and backwards creating sheets and including them to your Dashboard till it accommodates all the info you want. Rename your Dashboard accordingly, and when it’s full, click on Publish As on the high proper of the window, which can open the Workbook Publisher window (Figure F).

Figure F

The Publish As function permits you to publish your Dashboards to your private area or to Projects.

Once revealed, you may entry that Dashboard from inside your Workbook (Figure G).

Figure G

Our new Dashboard, as seen from inside the Workbook.

And that, my mates, is all to create a new Dashboard in Tableau. With the assistance of filters and different instruments, you may flip these Dashboards into critically highly effective and environment friendly instruments to assist make the day by day work of your knowledge analyzers exponentially simpler.

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