Building Your First Interactive Dashboard in Tableau

In this Tableau Academy course you'll be taking on the role of a senior sales operations analyst who has been tasked with creating a executive sales dashboard for a global retail chain. You'll learn how to make your first interactive dashboard that allows your leadership team understand and explore your companies sales and profit performance.

Course Type:
Beginner
Updated:
June 2022
Instructor:
Alan Murray
Course Length:
2h 15m

WHAT YOU'LL LEARN

  • Getting your data into Tableau
  • Dynamically filtering data to the last 12months
  • Creating line charts to show weekly sales
  • Visualising data using colour
  • Working with and formatting chart labels
  • Formatting workbooks, charts, fonts and titles
  • Using the Analytics pane
  • Creating interactivity with parameters and calculated fields
  • Creating dynamic charts which users can swap
  • Creating bar charts
  • Creating headline number (BAN) charts
  • Creating custom size dashbaords and layouts
  • Designing a clean and modern dashboard
  • Using charts to filter data

COURSE PREVIEW

COURSE DESCRIPTION

Tableau is a fantastic tool for analysing and visualising data and is essential in any analysts (or aspiring analysts) tool kit. In this course we start right at the beginning and take you step by step through building your first interactive dashboard from scratch.

Whether you’re completely new to Tableau or already have some experience with Tableau this course introduces you to key concepts and features of Tableau and how to apply them. In this real world scenario you'll take up the challenge of creating a clean, modern business dashboard to enable your users to quickly and easily gain insights from your data.

Each section is split into simple to follow steps with accompanying video/screencast so you can see exactly what to do, each video is a handy bite-size chunk so you can easily re-visit topics as you wish. By the end of this course you will have:

  • Learned how to quickly connect to your data in Tableau and start visualising it within minutes.
  • Built your first line and bar charts and utilised colour to compare sales as well as profit.
  • Used filters to narrow your data down to what you want to see and show.
  • Learned how to create a clean and modern design.
  • Added interactivity to allow users to select which measure they want to see without having to build multiple charts for different users.
  • Created headline numbers charts to show your users key metrics instantly.
  • Built an executive level dashboard where users can explore your sales data and identify profitable products and segments.
  •  Added interactivity so each chart can be filtered by clicking on another one.

This is a fully hands on course and at the end you’ll have a fully working dashboard which you can utilise with your own data, demonstrate to your company the power of Tableau or start to build your own Tableau Public profile.

COURSE CURRICULUM

WHAT YOU'LL BUILD

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

ONCE YOU'VE COMPLETED THIS COURSE YOU WILL HAVE

  • Connected to data from a csv file in Tableau
  • Added a filter to your data
  • Created your first line chart in Tableau
  • Added colour to a chart
  • Added and customised labels for your chart
  • Set your workbook formatting for fonts and lines
  • Formatted your axis fonts and titles
  • Customised your worksheet titles and added subtitles
  • Used the Tableau Analytics Pane
  • Added and formatted an average line to a chart
  • Created your first parameter
  • Created a string parameter to be selected from a list
  • Created your first calculated field
  • Used a CASE statement in a calculated field
  • Added a parameter to a worksheet
  • Renamed a worksheet
  • Duplicated a worksheet
  • Created your first bar chart
  • Used the swap columns/rows button
  • Seen how to remove an average line from a chart
  • Hidden chart axis' and field labels
  • Used quick sort to quickly sort a bar chart
  • Learned how to add measures to the text card
  • Created custom formatting for your text measure
  • Seen how to align text on your charts
  • Set default number formatting for your data fields
  • Used currency number formatting
  • Created a headline number chart (BAN)
  • Used a mathematical function in a calculated field
  • Used percentage number formatting
  • Created your first dashboard
  • Set a custom dashboard size
  • Used containers and added a floating dashboard object
  • Set the layout, size and positioning of dashboard items
  • Added horizontal and vertical layout containers
  • Added a tiled object to your dashboard
  • Added an image to your dashboard
  • Added text to your dashboard
  • Seen how to set and fix the width of an object
  • Used a blank item as a line divider
  • Added your charts to your dashboard in a container
  • Distributed the contents of your containers evenly
  • Seen how to fix the height of an object
  • Set charts to fill the entire size of a container
  • Positioned and formatted colour legends
  • Positioned and formatted parameters on a dashboard
  • Used the 'use as filter' quick menu option
  • Added interactivity and drill downs between charts
  • Set padding and spacing for dashboard items
  • Added borders to dashboard items
  • Learned how to prevent unwanted user interactions
  • Published your finished work to Tableau Public