Tableau Mastery for Beginners: Build Interactive Dashboards

Explore formatting considerations to make visualizations look great and work well, and learn how formatting works in Tableau, with hands-on practice to add value to visualizations.

Apply a biggest-to-smallest formatting workflow by starting at the workbook level, then the worksheet, then individual view parts, using the format pane to adjust axes and fields with consistent colors.

Learn to format a Tableau table by hiding labels, adjusting column widths, styling state-province filters, enabling drill-down to city, and adding and renaming grand totals by state.

Explore the analysis menu to adjust totals, subtotals, and aggregate calculations, then apply light gray shading and switch workbook themes between classic and modern.

Apply consistent formatting across sheets by setting a light gray background, green line colors from the marks card, bold fonts on both axes, and save the workbook.

Format worksheets as you go, setting Measure Names filter to Cost and Profit, apply green shading and white fonts to the aggregate and row level calculation sheets.

Edit the workbook: remove the sheet name, center titles, apply a modern theme for sales by year and ship mode, set a multi-value state province filter, and save after formatting.

Format Tableau visualizations from workbook to worksheet to visualization levels, applying fonts, colors, shading, and axes, using filters, grand totals, and the modern workbook theme.

Learn to build dashboards that compare data across views, visualizations and stories with story points, and use actions: filter, highlight, go to URL, go to sheet, change set values.

Create your first Tableau viz to build an interactive dashboard by dragging order date, category, and subcategory with sales into a column chart; filter for negative profit.

Learn to add and format order date and subcategory filters in Tableau, using multiple values drop-down, with dark green columns and a light gray sheet background for consistency across visualizations.

Visualize sales and profit in tableau by adding region to rows, adjust profit filter to minus 5,000, note negative profits in central and eastern regions, then remove region and save.

Duplicate viz1 to viz2, move region to row shelf before sum, filter central and east, set profit to show negative values beyond -5,000, rename title to negative profit, and save.

Create a sales by state map in Tableau, display profit in tooltips, adjust size and color, apply an order date filter, and save the dashboard.

Format map with light gray shading, duplicate sheet, rename it total sales by top 20 cities, and enable drill-down on state with hover showing city, country, state, profit, and sales.

Apply a top 20 filter on city by sum of sales to show leading cities. Use map controls to zoom, pan, and adjust view, then rename the title and save.

Build a Tableau dashboard viz for sales and profit. Configure order date and state filters as drop downs, add grand totals, and save the sheet sales and profit by state.

Learn to create three dashboards in Tableau, arrange viz1 through viz5, configure filters (remove and use as filter), adjust sizing and shading, and name and save the workbook.

Learn to navigate story points and enhance Tableau dashboards by adding interactive images linked to URLs, using web page objects, and building stories with multiple filters.

Learn to tell data stories with Tableau dashboards and stories, using filters, a URL dashboard action, and captions, then apply trend lines, distributions, and exponential smoothing for forecasting.

Learn to work with trendlines and distribution bands in tableau, including describe trend model outputs such as p-value and coefficient value, adjust per color, and explore percentiles and full-table calculations.

Learn how Tableau uses exponential smoothing to forecast time series, with confidence intervals and seasonality, and configure length, aggregation, ignore last, and trend or season options.

Adjusts forecast options in Tableau to create a five-year forecast using a four-quarter seasonal pattern, with additive trend and season, and reviews prediction intervals and forecast summary.

Explore forecast result options in Tableau, switching between actual and forecast, trend, and precision, with a 95 percent confidence interval for sum of sales. Master trend lines and forecasting.