How to Add a Dashboard in Tableau - dummies

How to Add a Dashboard in Tableau

By Molly Monsey, Paul Sochan

Although Tableau workbooks always start out with a new, blank worksheet, you need to actively create any dashboards you want. Fortunately, creating dashboards is quite easy. To create a new dashboard, follow these steps:

1Create the worksheets containing the views that you’ll want to use on your dashboard.

Although you could begin with a single worksheet, dashboards are generally far more useful when they contain two or more views.

2Choose Dashboard → New Dashboard from Tableau’s main menu to create a new, blank dashboard.

Alternatively, you can click the New Dashboard button that appears below the workspace. It’s the second button to the right of the worksheet tabs.

3Select a worksheet view in the Dashboard panel on the left.

Drag it onto the dashboard.

4Release the mouse button to drop the view onto the dashboard.

The first view you drop onto the dashboard automatically fills the entire dashboard.

5Drag the second view from the Dashboard panel onto the dashboard.

Tableau uses a gray box to indicate where the view will appear. Before you drop the second worksheet onto your dashboard, pay attention to this gray placement indicator. Do you want your second sheet to appear above, below, to the right, or to the left of your original sheet?

6Release the mouse button when the view is where you want it to appear.

Continue dragging views onto the dashboard.

7When you’ve added all the views to the dashboard, select the desired resolution from the Size list box.

By default, Tableau tiles any objects that you add to a dashboard so that they don’t overlap. If you want more flexibility in the placement of objects, click the Floating button that appears in the New Objects section of the Dashboard panel.

If your individual visualizations don’t fit nicely into the container you have provided for them in the dashboard, click on the visualization you want to change and use the drop-down dialogue box in the toolbar to change it to Normal, Fit Width, Fit Height, or Entire View.