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Week-08 Lab Manual

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11 views

Week-08 Lab Manual

Uploaded by

anishdubey590
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Week-08

Aim : Creating Dashboards and amp; Storytelling, creating your first dashboard
and Story, Design for different displays, adding interactivity to your dashboard,
Distributing and amp; Publishing your Visualization.
Theory :
A dashboard is a way of displaying various types of visual data in one place.
Usually, a dashboard is intended to convey different, but related information in
an easy-to-digest form. And oftentimes, this includes things like key
performance indicators (KPI)s or other important business metrics that
stakeholders need to see and understand at a glance.
Dashboards are useful across different industries and verticals because they’re
highly customizable. They can include data of all sorts with varying date ranges
to help you understand: what happened, why it happened, what may happen,
and what action should be taken.
Steps :
01.Open an empty Tableau worksheet with Superstore excel sheet. Drag and
drop Order date field into the Filters region and then select Years and
click 2014 year and then click apply and then Ok.
02.Click on the Year field in the Filters region and the click on Apply to
Worksheets and then select ‘All using this data source’.

03.Drag and drop Sales field into the Text region and then profit on to the
sheet until you see the ‘Show Me’. Right click on the Customer ID field
and the move into the Measure values region
04.Push the Measure names region from rows to columns.
05.Move sales to the first and profit field to the second in the Measure
Values region. And then, right click on the Distinct count title and select
Edit Alias and give the input as ‘No of Customers’.

06.Click on the Text field in the Marks Region and then select Alignment
and make both the horizontal and vertical to be center.

07.Right click on the sales in the worksheet and then select format and click
on the three dots and increase the size of numerical fields.
08.Adjust the size.
09.Open a new sheet and right click on the Country field and select ‘Add to
Sheet’.

10.Drag and drop the sales field into the colors region and select the colors.
11.To remove the background/unwanted region right click on the map and
select Background layers.

12.Now put the Washout to 100% to remove the background.


13.Open a new sheet, Drag and drop Order date to the columns and Sales to
the rows. A line chart appears.

14.Press the ctrl key and duplicate a sales field into the rows. Then two line
charts appears. In the first Sales, choose Line and in the second sales
choose Circle.
15.Choose the circle color to be white and border to be blue in the
sum(sales)2 region.

16.Right click on the second sales field in te rows and select ‘Dual axis’.
17.Right click on the sales axis and select ‘Synchronize axis’ perform the
same both on the right and left side.

18.Right click on order date and select ‘Hide field labels for columns’.
19.Open a new sheet, drag and drop sub-category into the rows field and
sales into the scolumns field and select the order either descending or
ascending.

20.Right click on the sub category and select ‘Hide field labels for Rows’.
21.Click on the Standard and select Entire View.

22.Right click on the sheet and select ‘Format’ and remove all the grid lines.
23.In the Analytics, select the ‘Average Line’ and put into the Table.

24.Click on the create calculated field.


25.Do with the below formula and then click OK.

26. Above Avg Sales field appears and the drag and drop it into the color
region and select the colors.
27.Open the new Dashboard and select the size as 1200 by 600.

28.Drag and drop the vertical Container onto the sheet and set the layout as
shown below.
29.Drag and drop the text field into the dashboard and add the text.

30.Drag and drop the sales by country field to the extreme right to get the
result.
31.Edit the axis width to 375.

32.Drag and drop the vertical container to the extreme left and move the title
dashboard to the top.
33.Drag and drop the KPIs to the dashboard.

34.Drag and drop the Horizontal Container to the Dashboard.


35.Drag and drop the sales by year and sales by product to the extreme right
of the horizontal container.

36.Edit the width as per your requirement.


37.Edit the dashboard to get the final output.

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