How to Create a Tableau Dashboard - dummies

How to Create a Tableau Dashboard

By Molly Monsey, Paul Sochan

In Tableau, you perform ad hoc analysis and create visualizations on each worksheet, but you’ll often want to use a Tableau dashboard to bring together your visualizations and create interactive applications for your audience. Here, you discover how to create a clear and effective dashboard.

To create a dashboard, follow these steps:

1Click the New Dashboard button to create a new, empty dashboard.

Your new dashboard appears.

2Drag the first sheet that you want to incorporate as part of the dashboard onto the Dashboard workspace.

In this case, locate the Sales Map Sheet tab in the lower-left corner of the screen and then drag and drop it onto the Dashboard workspace.

3Drag the second sheet that you want to use onto the Dashboard workspace.

It doesn’t matter in what order you created the sheets; you can add them as needed to the dashboard.

This time, you’ll want to drop the Sales vs. Profits Sheet tab onto the Dashboard workspace.

Tableau indicates where the second chart will appear on the workspace by displaying a dark gray rectangle.

4Release the mouse button to drop the chart in the indicated location.

This drops the chart in the indicated location.

5If desired, change the target size of your dashboard by making a selection from the Size drop-down list in the Dashboard section of the navigation menu on the left.

You can add additional sheets, titles, and so on to a dashboard to further enhance your visualization. You can also add filters so that viewers can choose to see only the information that matters to them.

If sheets don’t seem to fit properly onto your dashboard, click the sheet on the dashboard and then select the appropriate Fit option from the toolbar.