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Creating a Tableau dashboard involves combining multiple sheets into a single view, adding interactivity, and customizing the layout. Here's a step-by-step guide:
Step 1: Create a Dashboard
To create a dashboard, click the New Dashboard icon at the bottom of the workbook. This opens a blank dashboard where you can add sheets1.
Example:
1. Open Tableau and load your data2. Click on the "New Dashboard" icon at the bottom3. Drag and drop sheets from the left pane to the dashboard areaStep 2: Add Interactivity
You can enhance your dashboard by adding interactivity. For example, you can use sheets as filters for other sheets in the dashboard1.
Example:
1. Click on a sheet in the dashboard2. In the upper corner of the sheet, enable "Use as Filter"3. This allows you to filter other sheets based on selections in this sheetStep 3: Add Dashboard Objects
Dashboard objects like text, images, web pages, and navigation buttons can be added to improve visual appeal and functionality1.
Example:
Create a Dashboard - Tableau
When authoring in Tableau Desktop, add actions to use multiple sheets as filters, navigate from one sheet to another, display web pages, and more. For details, see Actions and Dashboards . Add dashboard objects and set their options See more
When a floating object is hidden, it simply reveals any objects beneath it. Show/Hide buttons can be particularly helpful when you want to … See more
- 1. Select a dashboard object.
- 2. From the pop-up menu in the upper corner of the object, select Add Show/Hi…
- 3. From the button menu, choose Edit Button.
- 4. S… See more
Choose Help > Settings and Performance >Set Dashboard Web View Security, and set the options below. (In some organizations, these options are controlled across all machines … See more
As a best practice, use HTTPS (https://) in your URLs. This ensures that the connection from your dashboard to the web page is encrypted. Also, if Tableau Server is running HTTPS and you use HTTP in the URL, your users' browsers won't be able to … See more
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Step 6: Build a dashboard to show your insights
Now you need a way to show the negative profits in Tennessee, North Carolina, and Florida and explain some of the reasons why profits are low. To do this, you can use dashboards to display multiple worksheets at once, and—if you …
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A well-designed dashboard can align your organization's efforts, help uncover key insights, and speed up decision-making. Use this topic for tips on best practices for creating effective dashboards in Tableau.
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