Book Image

Tableau Dashboard Cookbook

By : Jen Stirrup
Book Image

Tableau Dashboard Cookbook

By: Jen Stirrup

Overview of this book

<p>With increasing interest and enthusiasm for data visualization in the media, businesses are looking to create effective dashboards that engage as well as communicate the truth of data. Tableau makes data accessible to everyone, and is a great way of sharing enterprise dashboards across the business. The deceptively simple Tableau interface hides a variety and complexity of features available for dashboarding, and this book will help you to become familiar with these features.</p> <p>Tableau offers an easy-to-use and fun way of designing, constructing, and sharing your dashboards. This book will familiarize you with its features and enable you to develop and enhance your dashboard skills, starting with an overview of what dashboard is followed by how you can collect data using various mathematical formulas. Next you'll learn to filter and group data, as well as how to use various functions to present the data in an appealing and accurate way. The book will also teach you how to use the key advanced string functions to play with data and images. You will be walked through the various features of Tableau including dual axes, scatterplot matrices, heat maps, and sizing. Finally, this book will help you consider what to do next with your dashboard, whether it's on a server or in collaboration with other tools.</p>
Table of Contents (16 chapters)
Tableau Dashboard Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Working with input controls


Removing some of the data can actually reveal more of the message of the data by narrowing the focus. Using filter controls in worksheets and dashboards is a way to pinpoint the data that you would like to show. Filters are very easy to set up, and their "clickiness" can help maintain "stickiness" in interacting with the dashboard itself.

In this recipe, we will create dashboards that provide a summary while adding filters to include an interactive aspect to the dashboard, thereby engaging users further in the data. We will filter by measure and then show how this filter can be used in a dashboard.

Getting ready

For the exercises in this chapter, we will continue to use the Chapter Three workbook. In this recipe, we will focus on the Bins Set Manually worksheet and rename the dashboard from Dashboard 1 to Sales Dashboard.

How to do it...

  1. Take the SalesAmount metric from the Measures pane and put it in the Filters panel.

  2. When you release the measure into the panel, you...