Creating a dashboard in Tableau is a straightforward process. The following steps outline how to create a dashboard in Tableau:
1. Connect to your data: Connect to your data sources within Tableau. This can be done using the Connect pane, or you can drag and drop your data sources onto the Tableau interface.
2. Build your views: Build your individual views by dragging and dropping dimensions and measures onto the view. When creating your views, you can use filters, calculations, and parameters to further customize your views.
3. Create your dashboard: Once you’ve created your views, you can create your dashboard by dragging and dropping your views onto the dashboard canvas. You can also add additional components such as titles, images, and webpages to further customize your dashboard.
4. Publish your dashboard: When you’re satisfied with your dashboard design, you can publish it to the Tableau Server or Tableau Online. This will enable you to share your dashboard with others.
Example:
Let’s say you want to create a dashboard that displays sales data for the last three months. You can follow the steps outlined above to create your dashboard.
1. Connect to your data: Connect to your sales data source within Tableau.
2. Build your views: Create your individual views by dragging and dropping dimensions and measures onto the view. For example, you can create a view that displays the total sales for each month.
3. Create your dashboard: Drag and drop your views onto the dashboard canvas. You can also add a title and image to your dashboard to make it more visually appealing.
4. Publish your dashboard: Publish the dashboard to the Tableau Server or Tableau Online so that it can be shared with others.