If you've ever worked with data that moves through different stages or status' you'll know how difficult it can be to track how many items were in a given status at a given time so in this course we introduce you to a date scaffolding technique that enables you to use Tableau to automatically calculate this for any given time interval (days, weeks, months etc.) and build effective charts and dashboards that track the progress of items through individual stages.
In the example project we walk you through in this course we're looking at providing insight on a backlog of software development items that go from being create, to being picked up and finally to being completed however this technique can be used across a wide variety of use cases including:
As well as taking you through how to work these out we also take you through creating sparkline charts that illustrate the trend and change from week to week to give you a greater insight into your numbers.
We also look at using date functions to track how long items are taking to go through each stage to help identify any blockers or issues that are preventing you from completing deals, fulfilling orders, resolving customer issues or delivering requests on time.
The course also shows you how effective Viz in Tooltip charts cab be in creating at a glance views that give users a deeper insight into the trends and reasons behind some of your numbers without having to filter or click away to another dashboard or report.
Finally, we introduce you to our tiled dashboard layout and show you how to create rounded rectangle tiles and utilise icons, imagery and pre-built templates to create an eye catching and visually pleasing dashbaord for your users.
The images below show what you'll build in this project, click any of the images for a closer look.View the finished solution on Tableau Public
1. Project introduction and brief - 5:00
2. Creating a date scaffold and connecting to your data - 15:00
3. Creating a headline chart for the number of items currently in our first status - 20:00
4. Building a spark line bar chart to show weekly trend for items in our first status - 12:00
5. Creating the headline numbers and spark lines for the remaining status' - 12:00
6. Building the days to complete (cycle time) headline charts - 12:00
7. Creating the area chart to show days to complete (cycle times) each week - 12:00
8. Creating the backlog chart - 17:00
9. Creating the backlog wait chart - 8:00
10. Creating the final dashboard and output - 20:00