Building Interactive Dashboards

Dashboard Fundamentals

Learning Outcome

5

Customize dashboard layout and workspace effectively

4

Build a simple dashboard using worksheets

3

Understand how Tableau dashboards are structured

2

Explain why dashboards are used

1

Define what a dashboard is in Tableau

Topic Name-Recall(Slide3)

Hook/Story/Analogy(Slide 4)

Transition from Analogy to Technical Concept(Slide 5)

Dashboard in Tableau

A dashboard is a single visual screen that brings together key metrics and charts to help users quickly monitor performance and make informed decisions

 Definition

Purpose of Dashboards

Monitor Key Metrics

High-Level Overview

Compare trends

It transforms raw data into clear, actionable insights for faster understanding and decision-making.

How Dashboards Work in Tableau

Dashboard Canvas

Worksheet-First Approach

Dashboards are built using existing worksheets
 

Each chart or KPI must be created separately first

The dashboard acts as a container
 

Visuals are dragged and placed onto the canvas

Building a Simple Dashboard

Starting the Dashboard

 Adding Worksheets

Adding Titles and Text

Steps: Add Charts to Dashboard

  1. Locate worksheets in the Dashboard pane
     

  2. Drag a worksheet (e.g., Bar Chart) onto the canvas
     

  3. Drag additional worksheets (e.g., Line Chart)
     

  4. Resize visuals by dragging borders

Steps: Add Dashboard Title

  1. Drag a Text object onto the canvas
     

  2. Enter the dashboard title
     

  3. Format font size, alignment, and color

Steps: Create a New Dashboard

  1. Click the New Dashboard icon
     

  2. Choose a dashboard size (Automatic or Fixed)
     

  3. Open a blank dashboard canvas

Arranging and Aligning Dashboard Elements

 Positioning Elements

 

Place visuals logically:

               KPIs at the top

               Trends in the middle

               Supporting charts below

Using Grid and Layout Tools

 

  1. Enable Grid from the dashboard options
     

  2. Align charts using grid guides
     

  3. Maintain equal spacing between elements

Text

Summary

5

Workspace customization improves efficiency

4

Consistent colors and alignment enhance clarity

3

Logical layout improves readability

2

Worksheets are the building blocks of dashboards

1

Dashboards combine multiple insights into one view

Quiz

What must be created before building a dashboard?

A. Filters

B. Story line

C. Parameters

D. Worksheet

Quiz-Answer

What must be created before building a dashboard?

A. Filters

B. Story line

C. Parameters

D. Worksheet