Tableau Module 6

Module 06: Dashboard & Stories
Following are the topics covered in this module:
 Introduction to Dashboard
 Creating a Dashboard Layout
 Designing Dashboard for Devices
 Dashboard Interaction – Using Action
 Introduction to Story Point

O B J EC T I V E S
After completing this module, you should be able to:
 Create a Dashboard layout
 Design Dashboard for Devices
 Implement Dashboard Interaction – Using Action
 Create a Story Point

Welcome Back Everyone !!
Hope you have practiced

maps,sets and adding trend lines
and reference lines to your
visualization
Let’s learn about

Dashboards and Stories in
this module
Introduction to Dashboard
Dashboards
 The concept of a data-driven dashboard is the ability to
see and understand data at the speed of thought
 Well-planned dashboards will allow both business leaders

and knowledge workers alike to ask and answer questions in
real-time, turn insight into action and inspire true innovation
Building a Dashboard - Opening
Available Sheets
Hit this icon to create a new dashboard

Building a Dashboard - Add Sheets
Drag the field over here

to generate the view
Building a Dashboard - Add Sheets
The blue tick denotes that the sheet is

dragged over the dashboard
Building a Dashboard - Add Objects (Images)
Building a Dashboard - Add Objects (Images)
Boss has not left even the dashboard

Building a Dashboard - Add Objects (Web Pages)
Building a Dashboard - Add Objects (Web Pages)
mmm… Edureka is gaining its popularity

Creating a Dashboard Layout
Dashboard Layout - Size
Hold Shift key and

select the legend to
make it floating
Using Floating, we can freely

adjust the size and location of
the visualization
Dashboard Layout - Size
You can select the exact position

and size of the selected field
Dashboard Layout - Formatting
Add this parameter from the insert option

Dashboard Layout - Adding Filter
Filtering the dashboard will allow you to filter

your sheets (one at a time) in the dashboard
Dashboard Layout - Filtering
You can filter the graph

based on Ship Mode
Dashboard Layout - Containers
Layout Container allow the dashboard designer to
format common elements and move multiple
dashboard objects at the same time
Drag the Vertical from the Objects

Dashboard Layout - Containers
Layout Containers come in one of two options:
 Horizontal containers allow to group worksheets and

dashboard components left to right across your page
and edit the height of all elements at once
 Vertical containers allow to group worksheets and

dashboard components top to bottom down your page
and edit the width of all elements at once
Designing Dashboard for Devices
Device Designer
 Device Designer helps you make the best data visualizations for any device.
 Using this feature, you can create specific, curated experiences for each device.
Device Designer
Select this feature to add the

device type and the model
to the Dashboard Pane
Device Designer - Device Preview
Select from the various device

preview options available
Device Designer - Device Preview
Selecting the Device Type as phone and

model as iPhone 6s (375 x 667) and get
a visualization for the iPhone
Device Designer - Customizing Layouts
Since the visualization doesn’t fits in the specified

resolution, we can select “Fit all” to adequate the
entire visualization in the required resolution
Dashboard Interactivity
Using Action
Dashboard Interactivity - Actions
We will be using this
dashboard for learning
more about actions
A well-built interactive
dashboard provides a variety
of ways to dissect data
Dashboard Interactivity - Actions
One can initialize the Actions from

the Dashboard in the menu bar
Dashboard Interactivity – Problem I
Dashboard
Filtering for all
the sheets…???
Give me a dashboard How to do it?
Visualization filtering
all the sheets for
India
Dashboard Interactivity - Filter Action (Solution)
Selecting filter from the add action would

generate Add Filter Action Dialogue Box
Select Run action on as menu and hit OK

Filtered Result
Yess.. My
dashboard is
filtered entirely
Dashboard Interactivity – Problem II
What ???....
I need my Dashboard
to display the related
result of the content I
hover over
Dashboard Interactivity - Highlighting Action
Don’t worry
Highlighting Action,
using Hover will
help you out
Just hovering over the field

would Highlight the features
in the entire visualization
(all the sheets)
Dashboard Interactivity - Highlighting Action
Before After Highlighted view
Highlighting feature with
Hovering is really cool
Dashboard Interactivity - URL
• URL actions create a hyperlink to a webpage or file
outside of Tableau.
• Field values can be used as dynamic inputs in a URL so
that the link is related to the data.
Adding the URL for the action

Just select the name of the city on

the map and the related data will
be automatically be displayed in
the link en.wikipedia.wiki
Introduction to Story
Introduction to Stories
 A story is a sheet that contains a sequence of worksheets or
dashboards that work together to convey information
 In other words,
Stories in Tableau are narrated walkthroughs of one or
more sheets or dashboards,
 You can create stories to show how facts are connected, provide
context, demonstrate how decisions relate to outcomes, or
simply make a compelling case
Story in Tableau
Just start typing in the

box to describe your story
Hit this icon to create a new story

Creating a Story Point
Filtering option is
available when you click
the category option
Story in Tableau – Adding Content
Holding the sheet
and dragging bring
up this option
Story in Tableau – Adding Content
Additional sheets can be added just by dragging the

required sheet on the Story
Story point with highlighted feature
Highlighting a story can be

easily done by selecting the
parameter from the legend
Adding a Story Point in between
You can add a sheet in between

the content already present
Adding Dashboard to a Story
Story with Dashboard
Creating a interactive story

of the entire dashboard
Adding Story Description
Description helps in
explaining the things better
Adding Story Description contd…
Description added to the story

Finally!!
Completed my 6th module
Assignments
Q1: Create an Interactive dashboard for Suresh’s most popular courses available in
the dataset, by adding various forms of objects to it (Ask him for the dataset)
Q2: Create the view for the above dashboard on Iphone 6s of resolution 416x 736.
Note: Take screenshots wherever required, and compile them in a word document
Congratulations!!
You have gained the skill- set

required for proceeding easily
to next module
THANK YOU

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Module 06: Dashboard & Stories

Following are the topics covered in this module:

 Creating a Dashboard Layout

 Designing Dashboard for Devices

 Dashboard Interaction – Using Action

 Introduction to Story Point

 Create a Dashboard layout

 Design Dashboard for Devices

 Implement Dashboard Interaction – Using Action

 Create a Story Point

Hope you have practiced

Let’s learn about

 Well-planned dashboards will allow both business leaders

Hit this icon to create a new dashboard

Drag the field over here

The blue tick denotes that the sheet is

Boss has not left even the dashboard

mmm… Edureka is gaining its popularity

Hold Shift key and

Using Floating, we can freely

You can select the exact position

Add this parameter from the insert option

Filtering the dashboard will allow you to filter

You can filter the graph

Drag the Vertical from the Objects

Layout Containers come in one of two options:

 Horizontal containers allow to group worksheets and

 Vertical containers allow to group worksheets and

Select this feature to add the

Select from the various device

Selecting the Device Type as phone and

Since the visualization doesn’t fits in the specified

One can initialize the Actions from

Selecting filter from the add action would

Select Run action on as menu and hit OK

Just hovering over the field

Adding the URL for the action

Just select the name of the city on

Just start typing in the

Hit this icon to create a new story

Additional sheets can be added just by dragging the

Highlighting a story can be

You can add a sheet in between

Creating a interactive story

Description added to the story

You have gained the skill- set

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