Creating a Dashboard in Tableau

Lukas Halim
A free video tutorial from Lukas Halim
Analytics Professional
4.6 instructor rating • 2 courses • 54,447 students

Lecture description

Create a dynamic Tableau dashboard showing monthly profitability along with most profitable customers and products. Learn about the "Add to Context" filter option.

Learn more from the full course

Tableau for Beginners: Get CA Certified, Grow Your Career

Jump into data visualization with hands-on exercises and pass the Certified Associate exam.

06:06:47 of on-demand video • Updated February 2021

  • Sort, filter, slice, pivot, and graph using a Tableau Public, a free version of the market leading visualization tool.
  • Combine multiple data sources using joins, blends, unions, and relationships.
  • Create bar charts, pie charts, and line graphs.
  • Create calculated fields with conditional logic.
  • Map your data to quickly detect geographic variation.
  • Create a dynamic dashboards combining multiple worksheets.
  • Create trendlines and understand the relevant statistical metrics such as p-value and R-squared.
  • Create forecasts with prediction intervals, accounting for seasonal variability.
  • Take two full-length practice exams for the Tableau Desktop Certified Associate Exam.
  • Use publicly available data to create visualizations on topics that interest you - anything from the economy to the Olympics.
English - [Instructor] Dashboards in Tableau. Dashboards allow you to combine multiple worksheets in a single view. Dashboards allow you to combine multiple worksheets in a single view and so, in this case, we're going to create a worksheet that shows most profitable customers, another with most profitable products and a third with monthly profitability. Let's begin by opening our superstore data set. Adding orders and than, creating our first worksheet which I'm going to do as the top customers. Let's add our customers and our profit. And now, let's go back up to customers and create a set which is the top ten most profitable customers. Add this set as a filter and now we see the top ten most profitable customers. We can switch this to a bar chart. And then, let's sort ascending on profit. And now, let's repeat this with the top products. So, I'm going to create a new sheet, add profit and also, product name. And now, let's... First of all, I'd like to reverse that. I don't want it to be vertical, I want it to be horizontal, so I'll click this button up here, swap. And now, I want to add one of those top tens. So, let's go to product name. Click create. Set. Do top and then, top ten. So, top products. Click OK. Add this to the view as a filter. So now, we see the top ten most profitable products. And let's just sort that so that the most profitable's on top. And the least profitable of the top ten is on the bottom. And rename this as top products. So, that's our second worksheet. Let's add a third worksheet that is just the monthly profitability. So, add profit and also let's find that order date field. And this is, currently, defaulting to the year of the order date. If I wanted to show the month, year, I would go custom, and then select, month, year. And so, now you see each month year combination in order as a line graph. And so now, we've created our three worksheets. Let's add a dashboard now. And so, this button would create a new dashboard or you could go up to here and click new dashboard. And now, notice, on the left side you see the three worksheets we've already created and we can drag them into our view. Let's add the monthly profit. The top products and the top customers. We just drag those in. Let's make this dashboard more dynamic by selecting the top worksheet and clicking this down arrow and selecting use as filter. And so, now, whenever we select a month on this, we see that that is filtering the data under top customers and top products. So now, this is showing our top customers in December of 2013. But now we're only seeing a couple of values down here. Well, three values; why is that? Well, that's because, basically, the set operation is happening first, so first, we are finding the top ten most profitable customers and the top ten most profitable products. And then, we are filtering on December of 2013. It looks like only one of our top ten customers happened to make an order in December of 2013 and only two of our most profitable products were actually purchased in December of 2013. So, even though, overall, these are the most profitable products, only a couple of them, of those ten most profitable were actually purchased at all in December of 2013. So this is basically, an order of operations problem. We don't want to, first, calculate the top ten and then filter by the month. We would like to, first, filter on the month; so find all the data where the orders were in December of 2013 and then, once we found that data, we want to find, within that, the top ten most profitable customers and the top ten most profitable products. So, to do that, we go back to our top customers. And we select this action which is the filter that's done when we select an order date that is filtering using this action and so, we select this and say, add to context. And so, now this, basically, means that the filter on the month happens before we do the top ten set operation. So first, we are filtering on order date selected and then we are finding the top ten most profitable customers for that particular month. And so, we move to top products and we do the same thing. Click down and say, add to context and so, now this filter on the month of the order date is coming up first and then we are finding the top ten most profitable products. So, let's return to our dashboard and now, whenever we select something here, we see that we get ten customers and ten products and those are the customers and products that were the most profitable in that particular month. And so, now we have a dashboard that tells us what's going on with our trend of profitability and also, what's going on with our most profitable customers and products for that particular month.