![]() Hence, the action in any of the worksheet can change the result in the dashboard accordingly. Create and Organize Dashboardsĭashboards contain multiple worksheets which are linked. Create WorksheetsĬreate different worksheets to create different views on the same or different data. The views created above needs to be enhanced further by the use of filters, aggregations, labeling of axes, formatting of colors and borders, etc. Tableau provides easy drag and drop feature to build views. Using these you build views, which are traditionally known as Reports. You classify them as dimensions and measures, and create any hierarchy required. Build Data ViewsĪfter connecting to a data source, you get all the column and data available in the Tableau environment. Be it simple text files, relational sources, SQL sources or cloud data bases, Tableau connects to nearly every data source. ![]() It has inbuilt connectors which take care of establishing the connection, once the connection parameters are supplied. Tableau connects to all popular data sources. Following is a flow diagram of design steps that should be ideally followed to create effective dashboards. Though the final outcome expected from a Tableau project is ideally a dashboard with story, there are many intermediate steps which needs to be completed to reach this goal. Like any other field of human endeavor, there are many best practices to be followed to create good worksheets and dashboards. Hence, it is important to know the approach to design a good dashboard. As Tableau helps in analyzing lots of data over diverse time periods, dimensions, and measures, it needs a very meticulous planning to create a good dashboard or story.
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