Pause to see what fields and shelves were used when you selected a certain visualization type. Conclude the Show Me example by experimenting with Show Me, clicking various visualization types and looking for insights into the data that may be more or less obvious based on the visualization type.
Circle views and box and whisker plots show the distribution of postal codes for each state. Bar charts easily expose several postal codes with negative profit. Often you'll need more than a single visualization to communicate the full story of the data.
In these cases, Tableau makes it very easy for you to use multiple visualizations together on a dashboard. In Tableau, a dashboard is a collection of views, filters, parameters, images, and other objects that work together to communicate a data story.
Dashboards are often interactive and allow end users to explore different facets of the data. Dashboards serve as a wide variety of purposes and can be tailored for a wide variety of audiences. Consider the following possible dashboards:. A summary level view of profit and sales to allow executives to have a quick glimpse into the current status of the company. An interactive dashboard allowing sales managers to drill into sales territories to identify threats or opportunities.
A dashboard allowing doctors to track patient read missions, diagnosis, and procedures in order to make better decisions about patient care. A dashboard allowing executives of a real-estate company to identify trends and make decisions for various apartment complexes. An interactive dashboard for loan officers to make lending decisions based on portfolios broken down by credit ratings and geographic location.
Considerations for different audiences and advanced techniques will be covered in detail in Chapter 7 , Telling a Data Story with Dashboards. For now, follow these steps for an example that introduces the foundational concepts:. Navigate to the Superstore Sales sheet, which is a blank dashboard.
The sidebar on the left now shows options for building a dashboard, instead of the data pane that was visible in a worksheet:. The dashboard window consists of several key components. Techniques for using these objects will be detailed in Chapter 7 , Telling a Data Story with Dashboards.
For now, focus on gaining some familiarity with the options that are available. A Dashboard tab for sizing options and adding sheets and objects to the dashboard. A Layout tab for adjusting the layout of various objects on the dashboard. The Dashboard pane contains options for previewing based on target device, sizing options, and a list of all visible sheets views in the dashboard. You can add these sheets to a dashboard by dragging and dropping.
As you drag the view, a light grey shading will indicate the location of the sheet in the dashboard once it is dropped. You can also double-click any sheet and it will be added automatically. The next section lists multiple additional objects that can be added to the dashboard.
Horizontal and Vertical layout containers will give you finer control over the layout; Text allows you to add text labels and titles. Images and even embedded web content can be added. Finally, a Blank object allows you to preserve blank space in a dashboard or can serve as a place holder. Using the toggle, you can select whether new objects will be added as Tiled or Floating.
Tiled objects will snap into a tiled layout next to other tiled objects or within layout containers. Floating objects will float on top of the dashboard in successive layers. Successively, Double-click each sheet listed in the Dashboard section on the left in turn: Sales by Department , Sales over time , and Sales by Postal Code. Notice that double-clicking the object adds it to the layout of the dashboard. When a worksheet is first added to a dashboard, any legends, filters, or parameters that were visible in the worksheet view will be added to the dashboard.
If you wish to add them at later point, select the sheet in the dashboard and click the little drop-down caret in the upper-right corner. Nearly every object has a drop down caret, providing many options for fine-tuning appearance and controlling behavior. Take note of the various UI elements that become visible for selected objects on the dashboard, as shown:.
Add a title to the dashboard by checking Show Title in the lower-left corner of the sidebar. Make sure nothing is selected in the dashboard such as a view or legend , otherwise the Show Title checkbox will likely apply to the selection. If necessary, click in a gray area off of the dashboard or a blank area in the left sidebar to clear any objects selections.
You may edit the title by double-clicking it. Select the Sales by Department sheet in the dashboard and click on the drop-down caret in the upper-right corner. Navigate to Fit Entire View. The fit options describe how the visualization should fill any available space. Be careful when using various fit options. If you are using a dashboard with a size that has not been fixed, or if your view dynamically changes the number of items displayed based on interactivity, then what might have once looked good might not fit the view nearly as well.
Select the Sales size legend by clicking on it. Use the remove UI element to remove the legend from the dashboard. Select the Profit color legend by clicking on it. Use the grip to drag the legend and place it under the map. For each view, Sales by Department , Sales by Postal Code , and Sales over time , select the view by clicking an empty area in the view. Then click on the use as filter UI element to make that view an interactive filter for the dashboard.
Your dashboard should look similar to this:. Take a moment to interact with your dashboard. Click on the various marks, such as the bars, states, and points of the line. Notice that each selection filters the rest of the dashboard.
Clicking on a selected mark will deselect it and clear the filter. Notice that selecting marks in multiple views cause filters to work together. For example, selecting the bar for Furniture in Sales by Department and Q4 in Sales over time , allows you to see all the postal codes that had furniture sales in the last quarter of You have now created a dashboard that allows for interactive analysis.
As an analyst for the Superstore chain, your visualizations allowed you to explore and analyze the data. The dashboard you created can be shared with management as a tool to help them see and understand the data in order to make better decisions. When a manager selects the Furniture department, it immediately becomes obvious that there are locations where sales are quite high but are actually making a loss.
This may lead to decisions such as a change in marketing or a new sales focus for that location. Most likely it will require additional analysis to determine the best course of action.
In that case, Tableau will empower you to continue the cycle of discovery, analysis, and storytelling. Tableau's visual environment allows for a rapid and iterative process of exploring and analyzing data visually.
You've taken your first steps in understanding how to use the platform. You are connected to the data and then explore and analyze the data using some foundational visualization types such as bar charts, line charts, and geographic visualizations.
Along the way you focused on learning the techniques and understanding key concepts, such as the difference between measures and dimensions, and discrete and continuous fields. Finally, you put all the pieces together to create a fully functional dashboard that allows an end-user to understand your analysis and make discoveries of their own.
In the next chapter, we'll explore how Tableau works with data. You will be exposed to the fundamental concepts and practical examples of how to connect to various data sources. Combined with the foundational concepts you just learned about building visualizations, you will be well equipped to move on to more advanced visualizations, deeper analysis, and telling fully interactive data stories.
Joshua N. Milligan has been with Teknion Data Solutions since and currently serves as a principal consultant. With a strong background in software development and custom. NET solutions, he brings a blend of analytical and creative thinking to BI solutions, data visualization, and data storytelling. His years of consulting have given him hands on experience in all aspects of the BI development cycle from data modeling, ETL, enterprise deployment, data visualization, and dashboard design.
He has worked with clients in numerous industries including financial, energy, healthcare, marketing, government, and services. Joshua has been named by Tableau as a Tableau Zen Master every year since This places Joshua in a group of individuals recognized by Tableau as not only masters of the tool but also who have a deep desire to teach and help others.
As a Tableau Ambassador, trainer, mentor, and leader in the online Tableau community, Joshua is passionate about helping others gain insights from their data. He frequently broadcasts webinars to educate and inform the Tableau community and the world at large about the wonders of Tableau and is a much sought after featured speaker at Tableau conferences, user groups and various technology and industry functions.
He thrives on helping others. Joshua is the author of the first edition of Learning Tableau, which quickly became one of the highest acclaimed Tableau books for users at all levels. He also shares frequent Tableau tips, tricks, and advice along with a variety of dashboards on his fun and creative blog site, VizPainter. You can follow Joshua on Twitter at VizPainter. About this book Tableau has for some time been one of the most popular Business Intelligence and data visualization tools available.
Publication date: September Publisher Packt. Pages ISBN Download code from GitHub. Chapter 1. Creating Your First Visualizations and Dashboard. Connecting to data Foundations for building visualization Visualizing the data Creating bar charts Creating line charts Creating geographic visualizations Using Show Me Bringing everything together in a dashboard. Connecting to data. The menu contains various menu items for performing a wide range of functions.
Note Data fields in the data pane are available to be added to the view. Note A Tableau workbook is the collection of data sources, sheets, dashboards, and stories. When prompted to save changes, select No.
Note The files for each chapter include a Starter workbook that allows you to work through the examples given in this book. Foundations for building visualizations. Measures and dimensions. Discrete and continuous. Tip In the screenshots, in the print version of this book, you should be able to distinguish a slight difference in shading between discrete green and continuous blue fields, but pay special attention to the interface as you follow along using Tableau. Discrete fields.
Continuous fields. Tip To change the default of a field, right-click on the field in the data pane and select Convert to Discrete or Convert to Continuous. Visualizing data. Creating bar charts. Navigate to the Sales by Department sheet view. Machine Learning And Knowledge Build Chatbot Interactions: Responsive, Pci Dss: An Integrated Bioinformatics And Biomedical Engineering Programming With bit Arm Pandas 1. Python Automation Cookbook - Second Edition. Skip to content. Star Branches Tags.
Could not load branches. Could not load tags. We ll make sure you re well prepared to take full advantage of Tableau 10 s new features.
Whether you re an experienced data analyst that wants to explore s new Tableau, or you re a beginner that wants to expand their skillset and bring a more professional and sharper approach to their organization, we ve got you covered.
Beginning with the fundamentals, such as data preparation, you ll soon learn how to build and customize your own data visualizations and dashboards, essential for high-level visibility and effective data storytelling. You ll also find out how to so trend analysis and forecasting using clustering and distribution models to inform your analytics. But it s not just about you when it comes to data it s all about availability and access. That s why we ll show you how to share your Tableau visualizations.
It s only once insights are shared and communicated that you and your organization will start making smarter and informed decisions. And really, that s exactly what this guide is for.
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