How to Create Dynamic Dashboard in Tableau Image

How to Create Dynamic Dashboard in Tableau

This Tableau tutorial on creating a dynamic dashboard explores how to combine data from multiple sources, create interactive dashboards, and present your insights with this powerful data visualization tool. This Tableau tutorial includes a brief review of some of the key features such as drag and drop functionality, native connectivity to data sources like Excel, PowerPivot, or a SQL server database and embedded SQL or MDX queries. 

Hello Tableau users, in this article we are going to learn how to create dynamic dashboard in Tableau. As you know, Tableau dashboards show one or more views on a dashboard page that contain visualizations and summaries of relevant data. A dashboard can include controls and filters for data exploration and navigation. You can also embed interactive viewers into dashboards.

The How-To

The most common way to achieve our goal is to have two (or more) worksheets in a vertical container, as described by Dustin Wyers in this blog post. But we can take this concept further to show or hide more than just a worksheet. How so?

Fundamentally, there is one blank worksheet that is visible or invisible, using the same idea as the above post. That worksheet then pushes other content outside the dashboard area or behind a floating container. The animation below shows how it works in my precipitation viz:

How to Create Dynamic Dashboard in Tableau Image

I have exaggerated proportions to highlight the fact that floating containers are not limited to the dashboard area. This means you can swap your entire dashboard if you so desire.

Note: You can use child containers for more advanced layouts as long as the blank sheet is not in a child container itself.

Breaking It Down Further

To get a better idea of how this solution is set up, let’s break things down further. There are three main areas here:

• A title area that’s a floating container (gray, shaded area)
• A footer area with clickable worksheets that drive action filters
• A vertical container extending beyond the dashboard area, floating behind the other two containers

We can go even further and look at the anatomy of the vertical container mentioned in that last bullet:

1. Top: This contains a blank worksheet that hides when there is only one state selected (someone clicks the sheets at the bottom). When it’s hidden, the bottom two sections move upward. Important: This sheet is sized to “entire view.”
2. Middle: Here we have a fixed-height, horizontal container that contains three images pointing to the source URL with more details.
3. Bottom: This has a fixed-height, horizontal container with two worksheets and a web page (for the videos).

That’s all there is to it. This seemingly-complicated dashboard layout really isn’t all that difficult to piece together when you look at it more closely.

Advantages and Other Possibilities

So why should you consider using dynamic dashboard layouts in your visualizations? Below are the obvious reasons along with some other interesting points:

• You can show/hide content like web pages or images, not just Tableau worksheets.
• Irrelevant quick filters can stay hidden until a user selection makes them useful.
• Keeping content on one screen can maintain context better than switching tabs.
• With multiple blank sheets and some clever action-filtering, you can have multiple “steps” in the sliding containers.
• You have more layout control than Story Points.
• It works horizontally, too!

I’m sure there are more possibilities than even those I’ve mentioned, but that should whet your appetite for more advanced layout control. With a little creativity, you can make different forms of visual communication work together quite nicely in your Tableau dashboards.

Are you using dynamic dashboard layouts in new and interesting ways? Share links to your Tableau Public dashboards in the comments below. I’d love to see them!

Tableau is one of the most used data visualization tools used in all industries, which helps o create interactive graphs and charts in the form of worksheets and dashboards to gain hidden insights easily. All this is made simple with gestures like drag and drop. Today, we mainly discuss creating an interactive dashboard and storyline for a given problem statement in this article. 

Problem Statement:

A superstore is a very large supermarket which often sells household goods, clothes, electrical goods, and office furniture. So we need to find weak areas and strong areas where we can increase the profit. The dataset is available in CSV format, and you can download it from here.    

To work with tableau, you need to install it first. There are three versions of tableau, namely Public, Desktop, and online, out of which the Public version is available for free and for this tutorial, we are using it. I recommend this article if you are new to tableau; here, you will get a clear idea for installing, loading the data and creating the charts.

Our dataset contains 13 attributes which contain information such as state, region, total sales done, total profit obtained, and so on. You can take a look at the spreadsheet and look at our dataset below;   

How to Create Dynamic Dashboard in Tableau Image

Load the worksheet:

As the format of the data file is CSV, we need to load it as a text file from the home page of the tableau interface and later open a blank sheet from the bottom menu; you will get the interface like as below; 

How to Create Dynamic Dashboard in Tableau Image

Tableau categorizes the dataset’s attributes majorly in two types, i.e. Dimensions (inside the black box) and Measures(inside the brown box), which means categorical and numerical/continuous variables.

Carefully observe the above, specifically the highlighted part of the image, as we will spend most of our time on this interface. We will place those attributes at the columns tag that we want to place on the x-axis similarly to rows tag variables that we want to display on the y-axis. Fields insides the red box Marks and filters are used to apply color combination, display the count values at the top of the graph, filter out unwanted information from attributes.

From the show me tab (inside right-sided red box), you can control the type of plot that you want to apply; you don’t need to choose those plots as you drag and drop the attributes to the column and rows filed the plot will be automatically generated based on the type of attributes. 

You can navigate between sheets and create new sheets, dashboard and story sheets from the orange bottom box.

Conclusion

Do you have a dashboard that shows different metrics in each filter pane? In this article, we will show you how to create dynamic dashboard using tableau.

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