Tableau Dashboards

Data and its interpretation have become a superpower for many leading companies. If you can understand your data, you can undeniably reach newer heights of success. In this blog, we shall be discussing Tableau, a visual analytics program that has made it very easy for companies to understand their data and solve complex problems quickly. The blog will give you an insight into the Tableau, Tableau dashboards, ways to create a tableau dashboard, the things one can do with a Tableau dashboard, the Purpose of Creating a Dashboard in Tableau Desktop, the advantages and disadvantages of Tableau Dashboard.

What is Tableau?

Tableau is the most widely used data visualization tool of today's times. It enables the user to simplify its data in an easily understandable format. With the help of Tableau, even the non-technical people can create customized dashboards in no time and derive meaningful information from the collected data. The ease of use and the speed at which the user can generate dashboards with Tableau are the most striking features of Tableau. The requirement of no previous technical knowledge has helped this tool gain popularity from all the sectors of the business industry.

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Tableau Dashboards

A Tableau dashboard is a compendium of several perspectives or views referred to in technical terms. It allows users to select and then compare a wide range of data and information simultaneously. Suppose the user has a set of views that he evaluates every day. In that case, the user can generate a dashboard that exhibits all of the ideas simultaneously instead of navigating and jumping among separate worksheets.

Dashboards work similarly to the worksheets; they are accessed via buttons at the underside of a notebook. Data in sheets and dashboards are linked; once users start changing a sheet, it affects the display of the dashboards that comprise it, and conversely. Both the sheets and dashboards are updated with the most recent data from the source of data. 

How to Create a Tableau Dashboard?

The most basic thing about the Tableau tool is to learn to create a dashboard. In this section, we shall discuss how to create a tableau dashboard.

1. Open a new dashboard

One can easily launch a dashboard window selecting the Dashboard alternative from the toolbar or selecting the Dashboard symbol marked in red at the bottom of the bar.

Open a new dashboard

By choosing the New Dashboard alternative or simply clicking on the Dashboard icon, user will see that a new window titled Dashboard 1 will be opened. The user  can then rename the dashboard to whatever they want.

New dashboard

2. Dashboard pane

We get a lot of dashboarding-related tabs and alternatives in the window in which we can generate our own dashboard in the manner we want. On the left, there is a Dashboard pane that displays the dashboard dimensions, a roster of obtainable sheets in a workbook, items, and so on.

Dashboard pane

The user can change the size of the new dashboard from the Dashboard section. It is very easy to enter the desired custom measurements, such as the width and length of the dashboard, based on the user needs.

Dashboard

Alternatively, one can choose from a set of possible set dashboard widths, as is displayed in the screen capture given below.

Dashboard pane2

3. Layout pane

The Layout pane is located directly next to the Dashboard pane as well as allows us to allow for the creation and layout of the dashboard by changing the position, dimensions, boundary, paddings and background. 

Layout pane

4. Including a sheet

The next step in the series is to add a sheet to the recently generated blank dashboard. To do this, one needs to d rag and drop a sheet from the column of Sheets available in the Dashboard menu bar to add it to the dashboard. On our dashboard, it will show all of the visualisations that are on that sheet. To alter or change the size or the location of the visual/chart/graph, one needs to tap on the graph and thereafter on the tiny downward arrow on the right. Select Floating option from the drop-down list that shows up. The process will manually uninstall your chart from one location, thus allowing you to modify it as desired.

Including a sheet

Here in the example given below you can see how to drag a given sheet with a complete view on the dashboard and the manner to modify its size.

Including a sheet2

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5. Adding more sheets

Similarly, it is the same way in which the users can add as many sheets as is needed and also, arrange and rearrange them on the dashboard with much ease.

Adding more sheets

You can likewise apply the channel or choices to a solitary diagram and use it as a channel for all of the other visuals on the dashboard. To add a channel to a Tableau dashboard, select the Use as Filter choice on the right of each visual.

Adding

Then, at that point, on the picked visual, we make our choices. For instance, in the hotness map underneath, we select the information point relating to New Jersey. At the point when we select it, different diagrams as a whole and graphs update their data to make it pertinent to New Jersey. The main area left in the Region segment is East, which is the place where New Jersey is found.

Adding sheets

6. Adding objects

One more arrangement of devices that we get to make our dashboard more intuitive and dynamic is in the Objects area. We can change it up of items, for example, a website page, button, text box, expansion, and so forth

Adding objects

From the articles sheet, we can add a button and furthermore select the activity of that button, that is, the thing that that button ought to do when you click on it. Select the Edit Button choice to investigate the choices you can choose from for a button object.

Adding objects

For example, if a company wants to add the official web page of let us say DataFlair website as is given in the example image below.

Adding object

7. Final dashboard

Presently, we move towards making a last dashboard in Tableau with every one of its components set up. As you can find in the screen capture underneath, we have three principle representations on our present dashboard for example a portioned region diagram, dissipate graph and a line outline showing the deals and benefits gauge. On the right sheet, we have the rundown of legends showing Sub-class names, an estimate pointer and a rundown of bunches.

Final dashboard

The user can include filters in this dashboard by tapping on a visual. For example, we need to add a channel dependent on months on the dissipate plot showing deals esteems for various groups. To add a month's channel, we click on the little descending bolt and afterward select Filters choice. Then, at that point, we select Months of Order Date choice. You can choose any field dependent on which you wish to make another channel.

Final

This will give us a slider channel to choose a scope of months for which we need to see our information. You can change the place of the channel box and intuitive it at whichever place you need.

Final 2

By simply right-clicking on the filter, it is possible to make additional changes. The user  can also modify the category of filter from the drop-down list, such as Comparative Date, Range Of dates, Launch Date, Finish Dates, Browse Periods, and so on.

Final 3

8. Mode of presentation

When our dashboard is complete, we can visualise it in Presentation Mode. To activate the presentation procedure, press on the icon in the top bar, as seen in the screen capture given below, or press F7.

Mode of presentation

This brings up the created dashboard in the presentation mode. Thus  far, we've been continuing to work in the Edit Mode. It smartly and precisely displays all of the visual effects and items that we have added so far to the dashboard in the visual presentation mode. Humans could see how the dashboard will take a gander when we eventually introduce it to someone or start sharing it for assessment with each other.

Mode

We can also apply the filter range to our data here. The dashboard is interactive, and the data changes based on the filters we use or the choices we make.

Mode presentation

For example, you can choose the Pixel brand from the list of objects given in the sub-category domain. This will instantly alter the details on the visual elements so that it is only pertinent to Pixel

9. Share workbook with others

In tableau one can also share a worksheet with other subscribers all of the worksheets and dashboards that he has created as a workbook. Tap on the share tab to conveniently send the workbook to the others (highlighted in red). Then, enter the server address of a Tableau server.

Share workbook with others

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What are the uses of Tableau Dashboard?

  • Speed of Analysis of Data- Because it does not necessitate a high level of programming knowledge, any consumer with direct connections to data can begin utilising it to extract value from the data.
    Self-Reliant- A dashboard in Tableau does not require any type of complex software setup to be self-sufficient. The windows version, which is utilised by the majority of users, is easily installed and includes all of the characteristics required to begin and comprehensive data analysis.
  • Visual Discovery- The user in a Tableau dashboard explores and analyses the data utilising graphs or charts such as colours, line graphs, graphs, and charts. There is little plot to write because everything is done with a simple drag and drop method.
  • Blending Diverse Data Sets- A dashboard in Tableau empowers you to consolidate distinctive social, semi structured, and crude information sources continuously, without bringing about expensive direct front combination costs. Clients are not needed to comprehend the points of interest of how information is put away.
  • Centralized Data- A Tableau dashboard server gives a brought together area to deal with every one of the association's freely accessible information sources. You can erase, change consents, add labels, and oversee plans across the board. It is easy to plan and oversee removal invigorates in the information server. Heads can characterize a timetable for removes on the waiter in a concentrated area for both gradual and full invigorates.
  • Real-Time Collaboration − Tableau can filter, sort, and discuss data in real time, as well as incorporate a live dashboard in gateways such as SharePoint or Salesforce. The user  can still save the data view and enable coworkers to adhere to its interactive dashboards so that they can get most up-to-date information simply by constantly updating their internet browser.

Purpose of Creating a Dashboard in Tableau Desktop

A Free and Personal Edition of Tableau Desktop can be easily downloaded from the website of Tableau. If the user wants to enlist with your subtleties to have the option to download. In the wake of downloading, the establishment is an exceptionally clear cycle where you really want to acknowledge the permit arrangement and give the objective organizer to the establishment.

Advantages and Disadvantages of Tableau

Advantages-

  • Data Visualization:- Tableau is undoubtedly the best data visualisation tool that allows for complicated calculations, complex computation, proper updating of information, and seamless data blending in order to create visually appealing data visualisations.
  • Quickly Create Interactive Visualization:- Using Tableau's drag-and-drop functionality, users can create a highly interactive visual.
  • Comfortable in Implementation:- Tableau offers a wide range of visualisation options, which improves the customer experience. Tableau is much easier to learn than Python. Those who are unfamiliar with coding can also learn Tableau pretty quickly.
  • Tableau can Handle Large Amounts of Data:- Tableau is capable of handling thousands of data rows with ease. A massive quantity of data can be used to generate various types of visualisation without interfering with the achievement of the dashboards. In addition, there is a 'live' alternative in Tableau where the user can connect multiple data sources such as Query language, etc.
  • Use of other Scripting Language in Tableau:- Users can use Python or R to avoid performance issues and perform complex calculations of tables and charts in Tableau. By performing data cleansing tasks with packages, the user can reduce the load on the software by using Python Script. Python, on the other hand, is not a scripting language supported by Tableau. 
  • Mobile Support and Responsive Dashboard:- A dashboard in Tableau has a quality and information function that customises the dashboard for particular devices such as smartphones or laptop computers. Tableau automatically identifies which sensor the consumer is using to view the document and makes improvements to guarantee that the correct report is directed to the right device.

Disadvantages

  • Scheduling of Reports: - Tableau is not able to support automated report work schedules. As a result, whenever the customer requires to review the information in the rear end, some mechanical attempt has always been necessary.
  • No Custom Visual Imports: - In many other toolkits, such as Power BI, an user can develop specially made visual effects that can be conveniently manufactured in Tableau, allowing any new visual effects to be recreated before being sourced, but Tableau is not a completely open instrument.
  • Custom Formatting: - the option of conditional formatting, as well as its limited 16-column table, are extremely uncomfortable for customers. Furthermore, there is no platform for people to directly enforce the same layout in diverse fields. Consumers must do this manual process for each, which takes a long time.
  • Static and Single Value Parameter: - The parameters of Tableau are fixed, and they can choose a specific value as a variable. When the data is updated, these variables must be manually updated each time. The user does not get any other alternative for consumers to automate parametric updates.
  • Screen Resolution on Tableau Dashboards: - If the Tableau developer screen resolution differs from the user screen resolution, the dashboard layout is distributed.

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Conclusion
Tableau is one of the best data visualization tools because of its ease of use and the speed of data analysis. In this blog, we have tried to explain how to create a Tableau dashboard, the uses of a Tableau dashboard, its advantages and disadvantages. A thorough explanation of the concepts has been provided. If you have any queries or doubts, do write to us. 

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Gayathri
Gayathri
Research Analyst
As a senior Technical Content Writer for HKR Trainings, Gayathri has a good comprehension of the present technical innovations, which incorporates perspectives like Business Intelligence and Analytics. She conveys advanced technical ideas precisely and vividly, as conceivable to the target group, guaranteeing that the content is available to clients. She writes qualitative content in the field of Data Warehousing & ETL, Big Data Analytics, and ERP Tools. Connect me on LinkedIn.