Transcript for:
Developing an HR Dashboard in Tableau

hey friends so today we're going to go and Implement an amazing Tableau project where we're going to go and build an HR dashboard using Tableau and what's special about this project is that you will not only learn how to use Tableau in order to create visualizations but also you're going to learn how I usually Implement professional TBL projects at my work if you are new here welcome my name is bar and I lead big data and Pi Projects at mercedesbenz and I'm here to share everything that I know about working with data so make sure to subscribe so you don't miss anything so in this tablet project I'm going to guide you step by step starting from the user requirements then we're going to go and draw the concepts and the mockups of the dashboards and at the end we're going to have a fantastic Dynamic dashboard using Tableau so that means by the end of this projects I'm going to leave you with a tableau dashboard and as well real life skills on how to implement Tableau projects and now my friends before we jump to the project I would like to take a moment and say the following everything in this project is for free and as well I highly recommend that you follow me along with this project step by step because just sitting and watching it will not really help you have to get your hands dirty and hey this is your project so feel free to share it in any platforms you want like in LinkedIn or in Tableau public as a portfolio so that's all for now let's jump and get started with the project now my friends by the start of each projects first I decide on the coloring so the first decision that I make is whether we want to have a dark or light theme in the dashboard and since the last sales project was a light theme this time we're going to go with the Dark theme and after that we have to decide on the four colors not more and we divide it into two categories the first category is the basic category and here we have two colors black and white usually I go with the gray coloring so we have a dark gray and very light gray now the second category we have the custom category and here we have the two colors of our own style so for this project I'm going to go with the green and pink but wait wait here we have an issue my wife said this is not green this is Persian green and the other one is not pink this is Royal fuchsia so sorry all right so those are the coloring that I have decided for this dashboard of course you can go and add your own style you don't have to follow my coloring all right friends TBL project has mainly three faces the first one is by preparing our data where we go and connect our data to Tableau using a data source so we have have always to do this step before building any charts or doing an analysis in the second phase we're going to go and build many many different charts and visualizations based on the user requirements and in the last phase we're going to go and put all the charts in one single Consolidated dashboard and in this phase it includes a lot of formatting and refining in order to make the dashboards userfriendly and effective so let's start with the first phase where we're going to go and build Tableau Data source for our project all right friends so now we're going to go and build the data source for our projects and here what we're going to do so first step we need data we're going to go and download the data for the project and then we're going to go and connect the data with Tableau using a data source and after that we're going to go and check the quality of the data and the data types and the last step we have to go and understand and explore our data before building any visualizations okay so in the first step of building a data source in Tableau is that we have to go and get a data and to be honest I have checked a lot of bro projects and data sets and I didn't find anything that is suitable for these projects that's why I have decided to generate my own data and of course I have a personal assistant in order to help me with this task and that is the shbt so I have asked the shbt to generate a python code in order to generate a data set and after a long shot and twisting around finally I've got a really nice code in Python using the library Faker in order to generate data and if you want this python code that I've used and the prompts in the shbt you can find everything in the project link so friends as you can see shbt here helped me in order to generate a data sets for practicing okay so now let's go and get the data in the video description you can find a link for this page where I have collected everything that you need for this projects as you can see here we have a zip folder where you have all the files for this project and if you scroll down over here we have the user story for this project so here we're going to go and build a tableau dashboard for the human resources based on those user requirements so let's go and download the zib folder it's over here so let's click on it and you can have it in the download folders and now the next step we can right click on it and extract all and then extract so we have it over here so now what I usually do I move this folder to somewhere else because I tend to clean up the downloads and if you lose the connection between Tableau and the data you will get a lot of erors so let's go and do that I will just copy it and put it somewhere like here and now let's go inside it and check what do we have so what do we have over here we have icons and images you can find all those stuff that we need later for the dashboards and as well you can find the Tableau project file and of course you can go and download it from the Tableau public and here we have our data Human Resources CSV so this is the data of our project and you can find the dashboard mockups that I've created using the draw AO all right so with that we have our data for this project and The Next Step at that we're going to go and connect Tableau to our data all right so the first step of that we're going to go and start Tableau public then we are now at the landing page let's go and connect to our file using the text file and then we're going to go and open the downloaded data Human Resources CSV let's go and open it so now usually the next step that we're going to go and build a data models from the files but now for this project we have only one file that means we don't have to worry about relations and joints and Union and so on so our data model has only one table one file for the whole project okay so now the next do we're going to go and check the quality of the data inside this table so the first thing is of course if if we are using text files that the column names should be correct so we can find over here that everything looks fine right we have employee ID first name last name gender stat and so on so the names looks okay and if you don't have it like this we have to go and check the properties of the file so in order to do that right click on the table usually in text or CSV files the first row should be the field name or the column name so make sure this is checked and then we're going to go to this option text file properties let's go inside it and here it's very important that that you have the setup like me that I'm showing now so the fil separator should be the semicolon and if for any reason that Tableau did select something else make sure to select semicolon and the third option is important it is the encoding of the file it should be as well utf8 so if you have those options like this you should be safe so let's go and close it so that means tblo is reading the files correctly and the column names are correct now the next with that we're going to go and check for each field whether Tableau did assign the correct data type let's have a look the First Column the employee ID it is a string and that is correct because here we have a character between the numbers so we cannot have it as a number first name last name gender all those informations has characters inside it and of course it is a string let's move to the right side and now we can see we have two columns about the locations so as you can see Tableau did assign this correctly to a geographic R and if you don't have it like this it's very simple go over here on this icon and then we have here the option of geographic roll and make sure that we assign it to the correct information now let's keep moving moving we have here the education level which is correct it is string and then after that it's very important we have several dates so we have the birth date the higher date and the termination dates and all of them has the correct data type now let's keep moving to the right side and as you can see we have the partment job titles all of them are string and we have salaries so the salaries is the only field inside our data sets that has a data type number and the last one is the performance rating it is string which is correct so as you can see Tableau did wonderful job by mapping the correct data types to the columns and having the correct data types is very important in your project in order to do the calculations correctly and to have good data quality inside your dashboards all right so with that we have built our data source and everything looks really great now the next step of that before I start building anything any charts I would like to understand the data to explore the data so what I usually do I go and create any sheets over here and then I start dropping informations to the sheets in order to explore the data so for example which departments do we have inside the data so as you can see we have seven departments customer service finance HR and so on and then what is interesting for example the job title let's drop it over here and now we can see all those job titles but we could understand as well there is relationship between the Departments and the job title right so what we can do over here if you have a relationship between two columns and that you go and create hierarchy so let's go and do that it's very simple let's take the job title drag and drop it on top of the department like this and then you have to assign a name for it I'm just going to leave it like this let's go and and click okay and now on the left side we have hierarchy where it start with the department and ends with the job title so the order of the hierarchy is as well correct let's keep exploring let's go and get the education level for example over here and we can see there is no really a relationship between the education level and the jobs and departments so I can and go and drop it in order to see so in our data we have four education levels we have Bachelor High School master and PhD so as you can see we are just browsing and exploring the data now my recommendation is that to pause the video and you go through all the fields and only after you understand the content of the data we're going to proceed with the next steps okay so now I hope that we have now better understanding about the project data and now with that we have a solid data source in order to start building charts in Tableau all right so now we're going to go and build the charts for the first dashboard the summary dashboards and here what we're going to do first we have to analyze and understand the requirements in order to decide on the charts and after that only for one time we're going to go and do initial step by formatting the worksheets in order to use it as templates and after that we have to make sure that we have all the dimensions and measures in order to build the charts and if not we have to go and create calculated fields and only after that we can go and build our chart and the last step we have to take care of the format so now let's go and start with the first step where we have to analyze and understand the requirements and decide on the charts okay so the first step before building anything that we have to go and understand the requirements so let's have a look to the user story so what what do we have over here we have to go and build a dashboard for the HR managers in order to analyze the human resources data and we have to provide them with two views one has a summary view for high level insights and another detailed view in order to show a list of employee records for in-depth analysis so that means we might end up building two dashboards but we will see let's start now focusing in the first section the summary view so the summary view should be divided into three main sections this is about the dashboard so we should have an overview section demograph gra and the income analyzes the first requirement for the first chart is going to be display the total number of hired active and terminated employees so it sounds like we have different status of the employees we have active and terminated now in the next step of that we're going to go and decide on that chart type since we are talking about the total number of employees it's like a big number that we should present in the dashboards so we can go and use the bands pans are a great way in order to highlight The Big Numbers the big measures inside our data in the dashboards all all right back to Tableau but now before we start implementing any requirement before we build any sheets or charts we have to do an initial step and that is by formatting the first sheet to be used as a template for all other requirement and all other sheets so that means we're going to go Define the background the colors the fonts everything to be prepared and that's of course better than creating the sheets from scratch each time so now the first preparation we're going to do we're going to go to the format in the menu over here and then let's go to the workbook and now we're going to go and Define the font for the whole projects so let's go over here to all and then let's go to the drop list and for this project I have decided to go with the triet MS so let's go and select it and now everything that I'm creating in dashboards and sheets going to be using this font all right so now the next step is that we're going to go and start adding the colors that you have defined for this project so let's go to the marks over here and select the color and let's go to more colors so now we're going to go and add our four Colors Let's go and start with the first cell over here just click on it and then go add the codes and with that we have the green color over here so let's go and click then add two custom colors this of course going to help us to have a quick access to the colors that we defined for the projects now let's go and add the second color so again the same steps let's select the cell below it and add the code and with that we have the pink color let's go and click on add two custom colors now the next two colors going to be our basic colors so select on the cell add it and with that we have our gray and then add two custom colors and now let's go and add the last one the fourth one it's going to be the light gray and as well add to custom colors so with that we have our custom colors to be use in the whole project those four Colors Let's go and hit okay so now what we're going to do we're going to define the default font color for the whole project again we're going to go to the font over here and then let's go to more colors and let's pick the gray and then select okay okay so that's all for the colors and for the fonts now the next step with that we're going to go and define the color of the background so as we decided at the start this project going to be a dark theme so let's go again to format and then into shading and then we're going to go to the worksheet over here and let's pick the first dark color okay so now let's move to the next step we want to go and change how the sheet is fitting The View so for dashboarding it's always good to have it as entire view as a default Tableau show it as a standard so let's go and change it to entire view so let's click on that and with that the chart going to take always the whole space that is available in the view all right so now maybe one more thing that's about the title we don't want to show any titles in our dashboards we're going to go and create our own style so right click on it and hide title all right so with that we have done the initial steps and we have now a template to be used for all other sheets all right so now I would say let's go and save our work and this is really amazing new feature from Tableau we are allowed now in Tableau public to store and save our work locally at our PC without publishing so let's go and do that this saves a lot of time let's go to file over here and save as and then we're going to go to the types over here and to make sure that we are selecting Tableau package workbook twbx and now we can see over here we have a option called Tableau workbook twb I have as well a dedicated video explaining the differences between them but we will go with the package because I would like to have everything the data the data source and the visuals if you go with the second option you will not save the data you will be saving only your work and it's going to be really hard if you lost the connection to the data so let's store everything in one file and choose the Tableau packaged workbook and let's give it a name HR dwords so let's save it and with that we are done let's start implementing the first requirements all right so now the first that we're going to go and ask ourself do we have all the data in order to build our visual so what do we need we need the total hired employees total active employees and terminated so now if you check our data over here we don't have any informations about the status of the employee right so that means we have to go now and create calculated fields in order to derive and generate those informations so the first one is total hired employee which is or records available in this data set we have this as a default over here but I would like to go and create a new one so let's go and create a new calculated field let's give it a name called total hired and this is going to be very easy it's going to be the count function for the employee IDs so that's it so let's go and click okay and now the next one we want the total number of employees that are terminated so now we have to take a look to our data in order to choose a column in order to build this logic and we have here the termination date and the logic going to be very simple if we have termination date for the employee then this employee is terminated otherwise the employee is active let's go and create this logic so let's call it total terminated and now we're going to have the following logic so since it's logic we're going to go and use the function if so if not is null for the term date so we are saying if the termination date is not null so we have a value inside it so what can to happen then show the employe ID and that's it so let's have an end so that means if it is null so we have a null value inside it we will get as well null let's go and test the logic I'm going to just click okay and of course in order to test stuff I'm going to have like a test worksheet just to check the data so I need the records of the employees let's get the employee ID yes add all members and now let's take the termination date as well over here and our new field totally terminated as well to the output so now as you can see over here we have all the employee IDs this is normal and then we have the termination date so as you can see if it is null then our new field can have as well a null so since we don't have termination dates for those employees then they are active so we have here nulls but only if we have a date then our new field going to show the ID and why we are doing that because we want to go and count how many IDs do we have inside this new column so that means our logic is working what we're going to do now we're going to go and edit again the calculation and we will do on top of it over here just to count so we are counting how many employee IDs going to be used or shown after this logic so that's it this is the total terminated and to get the total active employees that are actively hired and not terminated we're going to use exactly the same logic but the way around so let's go and copy everything from here and click okay so of course we're going to get a red one because Tableau used to have it as a dimension and it's not working anymore so let's go and drop it and one more thing as you can see here we have it as a blue pill the total terminated let's go and convert it to a continuous because it is a measure not a dimension and now let's go and create our third one so it's going to be the total active and let's have the same logic but before we start counting I just remove those stuff away I would like to test the logic so if is null so if the terminated date is empty then show the employee ID let's go and test it so I'm going to hit okay and the same thing let's go and drop it to the view over here so now as you can see here we have exact opposite if the terminate date is in then show the employee ID right and if we have a value like here for this employee then don't show any value and now the same thing we're going to go and summarize all those values so let's go and edit it again and add account like this and hit okay and again it will not work over here and we have to change it as well from a blue pill to a green one to continuous all right so with that we got our new three measures that we're going to use inside our PS so let's go back to our templates over here and since the pan is only one number we don't need any Dimensions In The View so let's go and drop the education level and the first one is going to be the total hired let's go and drop it on the text and of course I would not leave it as automatic I'm going to make sure it's always a text and our number is here on the right side so let's go and change the seub let's go first to the text to the three points and now we're going to go and change the font size to 18 and as well the color to our light dark so let's go and hit okay and as well okay so now we still have it on the right side but it's way bigger than before let's go to the alignments and everything to the center to the middle so that's it this is the first bck number from our data set so the total number of employees inside our data set is 8,950 so let's give it a name as well it's going to be the pan of hired so we are done with the first one let's go to the second one we want to have the total active instead of creating a new sheet from scratch we're going to go and duplicate it so right click on it and duplicate so all what we have to do is to take the total active drip it on the Tex over here remove the old one and let's go inside in order to make sure that everything is fine so we have here a new line at the start let's remove it and hit okay so that's it let's go and give it a name you are the ban of active okay now let's go and create the last one let's go and duplicate it again you are the pan of terminated okay and let's go and get the total terminated to the Tex over here and drop the old one away and as well remove the new line so that means the total terminated employees inside of our data is 966 all right so those are the three big numbers the three bands for the first requirement The Hired active and terminated employees all right moving on to the next requirement and it says visualize the total number of employees hired and terminated over the years so we have to display how the number of employees are developing over the time and the best type of charts for this type of analysis is the line charts of course you can go as well with the bar chart but the line chart is the best in order to visualize the trends over time okay so back to Tableau let's go and create our line chart what we're going to do at the start we're going to go and duplicate one of those sheets in order to have the same style and then let's go and rename it going to be hired by year okay and let's go and remove the measure over here and now we have an empty chart so since it's over the time we need a date filled and this going to be the higher date let's drag and drop it to the columns over here and then the next one we need a measure and it's going to be the total hired so let's rub it to the rows and of course our chart is a line chart so let's go to the marks over here and make it a line okay so now by looking to the charts we have a lot of unnecessary informations over here that we don't need let's go and edit this ax and let's remove include zeros like this and now the data looks way better now the next step with that we're going to go and edit the design of these charts so first let's go to the colors over here and pick our colors so more colors and let's pick the green and the next with that I would like to go and highlight all the area below the line so let's go and get an area chart below it it's just for the design so in order to do that we're going to go to our measure hold control and just duplicate it as the second measure and with that we have of course two charts one going to stay as a line but the second one going to be an area chart let's go to the second one over here and change the type two and area charts all right so now the next step is that we're going to go and merge those two charts into one using the dual x so let's go to the right measure over here and let's use the Dual axis and of course now things are not matching together because here we have removed the zeros let's go to the right one right click on it and synchronize axis and now the line chart is exactly matching the area chart and now we can go and get rid of all those lines and stuff so let's go and remove the headers from the left side and as well from the years and we want to get rid of all those grids so right click over here and go to format and now we go to the lines and let's go to the Rose and remove the GED lines let's make it none but now looking to the charts there is like a white box around our chart so what we're going to do we're going to go to the grid over here and then go to sheet and let's remove everything from here so remove the row divider and as well the column divider so with that it look really clean but still it looks like not line chart it looks like an area chart let's go and change that let's go to the area chart and let's go to colors and let's go and reduce the opacity to 15 so like this and one more thing we can go and reduce the size of the line let's go to the line over here and make it a little bit like thinner all right so I'm happy with that it looks nice right so with that we got the total hired employee over the time now we need the same chart but not for the hired for the terminated so what we're going to do we're going to go and duplicate this and let's give it the name it's going to be terminated by year and of course we have to go and change all those affirmations so now we have to go and replace the higher date with a terminate date so let's go and replace it you can do it on top of it in order to replace it so now we have the termination dates instead of the higher dates and now we have to go and replace the measures as well we need the total terminated on top of the first one and the same thing on top of the second one so now by looking to the data we have here NS because we have employees without any terminations we don't need that so let's go and hide it so right click on it and click hide and we don't need to remove any zeros because the first value is one and it's very close so we are fine with that let's go and hide all those informations left and right and as well from here so remove the headers so now let's go and change as well the color of this instead of green we're going to have a pink for the terminated so let's stay at all and then let's go to colors and to more colors and pick our second color over here and click okay and with that we are applying the same color on both charts the line and the area all right so we are almost there but there's like a white dotted line over here let's go and remove it so let's go to format and I believe it is a line and it is the zero line so let's go to the sheet and remove the zero lines and let's have a none okay perfect so with that we are done we have now the total terminated employees over the time by the years and with that the requirement is solved okay so let's move to the next task and it says present a breakdown of total employees by the department and job titles so that means we have to go and analyze and compare the values between different categories the Departments so that means we are talking about the category magnitude and the best chart in this category is to go and use the par charts and now my friends if you need a deeper knowledge on how to choose the correct chart I have made a dedicated tutorial about this topic explaining the different types of chart categories when to use which category and what is the best chart for each category so now let's go and build a bar chart for this requirements okay so let's go and build it we're going to duplicate as usual and let's give it a name it's going to be the department and as well what we're going to do we're going to go and remove everything all those dimensions and measures and now it's very simple let's go and get the Department to the rows and we need the total hired to the columns and of course we have to go and change the marks to the bars now of course because of the previous charts we go and change the opacity to 100% And as well let's go and pick the green color for this charts and now since are using the part chart it would be nice if we go and sort the data so let's go to the AIS over here and click on sort so with that it is descending we have the department with the highest employees until we have the last one is the lowest so now since we are using a part chart it looks like a rank right so we are ranking the Departments by the employees we can go now and add like a nice index a nice rank number near those departments in order to do that let's go to the rows over here to the empty space double click on it and now we can go and use the function index we can use it in order to do ranking so let's go and hit okay and of course it can to break everything because it's a measure let's go and convert it to discret so now as you can see we have a nice rank to those departments so we have one two three and so on we can go and move it to the left side to the names of the Departments and it's like a quick indicators for the ranks so that's it now let's go and format the charts by removing all those unnecessary stuff we're going to go to the access remove the header let's go to this department over here right click on it and hide fi label and of course we're going to go and remove all those lines let's go to format and now let's go to the left side to the lines let's go to columns and remove the grid lines to none all right so that's it now we can see the total number of employees by departments and we have a nice rank for it okay moving on to the next requirement it says compare the total employees between HQ and the branches and here as an info New York is the HQ so it's like the previous analyzis where we have to compare the values between different categories the HQ and the branches and the bar chart here is the best type of chart for this analysis okay so now let's go and create it as usual we're going to create a new sheet by duplicating any of the previous ones let's call it location and now of course the first question is do we have the informations in the data sets we don't have any Fields about the HQ and the branches but about the locations we have only two informations the city and the state but in the requirement we have a hint where it says the state New York is the HQ that means all the other states are branches so again we have to go and create this logic so let's go back to our test over here and let's go and get the states to the list and now we're going to create very simple logic where we are checking the value of the state if it is New York then it's HQ otherwise it is Branch so let's go and create a new calculated field let's give it the name location and now since we are evaluating a value from a column we're going to go and use the logical function case statement so we're going to say case and then what we are evaluating we are evaluating the states right so let's write States so now let's evaluate the first value which is the New York right make sure to write it exactly like we have it in the data set so the first capital letter as well here so what happens if the state is in New York then you are the HQ right it's like this and now if the state is not in New York then it is a branch so we going to go and use the default else like this and what going to be that going to be the branch so that's it and don't forget to add an end like this so let's go and hit okay and now that we got a new field cord location let's go and test of course to the right side over here so now we can see in this field we have branches and HQ now in order to see all the values of the states I don't want to see all the employees so let's go and remove all those informations and now we can see very nicely how the states are mapped to the location so only New York is HQ all other states are branches so now we have the field that we need for the requirement right so let's go back to the locations over here and let's get rid of those Dimensions we don't need it we're going to stay with the total hired but now we need our new calculated field to the rows now I would like to go and switch these charts where we have the locations in the rows going go and click on this and they are switched so that's it as you can see we can now and go and compare the total employees between the HQ and the branches and as you can see in the HQ we have way more employees than the other branches so of course now the next step with that we're going to go and change the designs over here let's take the location and put it to the Colors by holding control of course and then let's go to the colors and edit color now let's go to the SQ double click on it in order to get our green and as well to the branches double click on it and let's get the gray for the branches and I would like to sort the data the way around I would like to have the HQ first then the branch let's go to the location right click on it then go to the sort and we're going to go and sort it manually I would like always to have the HQ to the left side so HQ on top and then the branches all right so now let's go and remove some headers informations from here and of course as usual we're going to go and get r of those white lines so let's go to format and then let's go to the lines and then here the axis rollers let's go and select none and as well I'm going to go to the Next One X sck and let's have a none as well and now on the right side over here you can see we have a legend we're going to go and hide it since we want in the dashboard to design our own Legends so let's go over here to this small arrow and hide card all right so that's it for this requirement okay let's go to the next requirement and it says show the distribution of employees by City And States so now since we are talking about the location informations like the states and the cities here we are talking about the spal analyzes and of course the maps are the best visual for this type of analyzes all right so now let's go and create a map in Tableau we're going to go and duplicate the sheets in order to have the same design let's give it a name map states and let's go and remove everything in order to start from zero so now in order to plot a map in Tableau we have to go and get those two informations the longitude to the columns and the latitude to the rows so with that St going to plot the world map in the view so now what do we need we need the locations let's go and get the states first to the details so let's drop it over here and now depend on your location you're going to get different results for me since I'm now in Germany it going to says you have now eight unknown informations so how we're going to solve it we're going to go to the map in the menu over here and then we're going to go to this option edit locations so let's go there now it's currently to Germany I'm going to go and change it to USA so let's search for USA and that's it so now as you can see we have everything mapped correctly between my locations and the informations from Tableau so if I hit okay over here the unknown stuff will be disappeared so let's go and do that so now as you can see tblo understood the informations and zoom into USA But Here we have very funny parts on the maps it's not correct so let's go to the marks over here and switch it to a map so now as you can see Tableau is highlighting the States from our data with the green color so now I would like to go and change the design of this map let's go to the menu and then map and then we're going to go to this option background layers since the style of our dashboard is going to be dark I'm going to go and change the style from light to dark and I would like to go and get rid of all those informations that I don't need so let's go and deselect everything from the layers so we don't need anything all right so that I'm happy we got a very clean map with all states and information that we need so now let's go and add the stuff that we want so the first thing that I would like to add again the name of the states so hold control drag and drop the state to the labels so now with that we got only the States from our data highlighted in the map The Next Step that I'm going to go and change as well the color based on the hired employees so let's close this over here and get hirer employees to the colors and now Tableau is using another colors that we want so let's go to the colors edit colors so now instead of having automatic we're going to have our custom coloring right so let's go to the blue over here click on it and we're going to have our green again so that's it so that we got our coloring now it's really white so what I'm going to do I'm going to go to the colors again and let's go and reduce the opacity so let's just reduce it and maybe more let's go and reduce more to maybe 30 all right so what else we can do we can just highlight the borders of the cards it looks really nice so let's go to border and choose this color over here and with that we have a nice borders between the states so that say we have now the total employees for each States but but now we have to have it as well for the city right so let's go to the city over here and add it as a new layer on top of our map so let's drop it over here and now we don't have enough points what we're going to do we're going to add as well the states to the details and now with this Tableau is able to map all the cities to the states and as you can see we have those small circles so now let's go and add for example the total hired to the size so if the circle is bigger that means we have more employees but I would like to increase it a little bit more like this maybe and as well let's go and add the coloring maybe we're going to go with the location information so let's go and get the locations to the colors so that means the gray dots are the branches and only the green one is the HQ now let's go and change a little bit the design of those circles let's go to the colors now let's go and add the border for it using our colors it's going to be green one and then let's go and reduce the opacity maybe something like this way back to around maybe 30 all right okay I'm happy with that on the right side as you can see we have those Legends let's go and remove them so hide and as well hide okay so so far I'm happy with this design we got the total employees by the states and as well by the cities and we fulfilled the requirement all right so with that we have covered all the requirement of the overview section now let's move to the next one we have the demographics so the first requirement in the demographic section is present the gender ratio in the company so we have to analyze the gender proportions in our data and we call this type of analyzes part to whole analyzes and the byy chart is a wonderful chart in order to do this type of analyzes okay so let's create byy chart in Tableau we're going to go to the locations over here and duplicate it in order to use the same setup move it to the right side and let's give it the name gender so like this and let's get rid of all those informations to start from zero so now of course the question is do we have the data well yes we have the gender information in our data so we don't have to go and create any calculated field so let's start with the marks I would change it from bar to pi and now in order to create pie chart in Tableau we have to go and do some tricks so let's go to the columns double click on it and let's select the average and zero so it is a placeholder for a visual or chart in W so now for the pie chart I have a full detailed video on how to create it step by step now we have to do it little bit quickly so for the by chart we need two circles one for the Inner Circle and another one for the Outer Circle so that means we need two visuals and that's why I'm going to have two placeholders for it so hold control and and duplicate it and with that we have two circles and now let's go and have a dual AIS for both of them and make sure to synchronize the axis and as well to hide it and From Below as well so now we have two circles on top of each others now let's go and configure those informations let's go to all first to the size and make it a little bit bigger like this and here we have two marks the first one is for the Outer Circle and the second is for the Inner Circle in order to see the coloring we get we're going to go and change the Inner Circle to something dark and as well what we're going to do we're going to go to the sze over here and reduce it in order to see as you can see we have already a pie chart right and now usually in the pie chart we show the total aggregation in the middle and that is the total hired so take the total hired and put it to the labels over here and now as you can see we have a very nice number in the middle now let's go and configure the Outer Circle right so let's go to the first chart over here and of course we want to divide the chart by the G so let's go and take the gender and put it to the colors now let's go and edit the colors so edit the colors now of course I will not go with pink and green because the pink means in our dashboard terminated employees and we cannot use it over here so we're going to stay with the green so let's go to mail over here and let's go and get the green but this time I'm going to make it little bit darker like this and then hit okay and now let's go to the female we're going to take it as well as green but make it lighter maybe something like this way lighter okay so now you can see the circle is splitted to two sides now we need as well few informations on top of this circle so let's go and get the gender or let's copy it from here hold control and put it to the labels and as well we need the percentage of the employees so let's go and get the total hired to the label over here but we don't need it as an absolute number we would like it as a percentage so right click on the measure and let's go and have a quick table calculation so with that we got a percentage for male and female but I would like to round those numbers so so again let's go to our measure and format it then let's go to the left side over here and instead of automatic let's go to percentage and reduce the decimal places and with that we are rounding the percentage so now as you can see in the chart we have for the male 54 and for the female 46 it looks really nice and let's go and close it so now this calculation I think we're going to need it later in other charts I would like to have it in the data source so that I don't have to go each time and format and create this table calculation so let's go and drag and drop it to our data source so as you can see on the left side we have a new measure it's called calculation one let's go and rename it so let's give the percentage total hired so this is really nice in order to reuse the stuff that we have already created and it is a new calculated field so in order to check the formula for that let's go and edit the field and you can see it's very simple the total hired divided by the total total H all right so that's it for this requirement now we have a really nice pie chart in order to see the distribution of employees between genders wait wait sorry one more thing we have to remove the Legend So we are not done yet so let's go and hide it all right that's it okay moving on to the next requirement and it says display the distribution of employees across age groups and education levels so now we have to show the relationship the correlation between two categories two Dimensions the age groups and the education levels and one of the best chart for this type of analysis is the heat map in order to show the relationship and correlations between two diens misss okay so let's go and build the hate map as usual we're going to go and duplicate stuff let's give it a name going to be age versus education and now let's go and get rid of everything like this so now the first question is do we have all informations in the data source well we have something about the education level so we are safe with this but we don't have ages so now of course we can go and calculate the age from the birthday right so here we have the birthday informations and we can use it in order to generate the ages so we have to go to our test again in order to see whether everything is working fine let's go and add again an employee ID in order to have the level of employees and let's go and get the birth date to the view so now let's go and create the logic of the age we're going to go and create a new calculated field and let's call it an age so now of course how do we calculate the age it is the number of years between the birthday and today right so let's go and do that so we have to go and subtract today from the birth dates and we can go and use the date diff function so now of course the age is based on the number of years we have to specify here the date part so it's going to be year what is the starting day it is the birth date and what is the end date it's going to be the function today the today function is a tableau function that generate the current date as we are speaking now so that's it it's very simple right let's go and hit okay and with that we got a measure continuous measure because of course it's ages so let's drop it to the output in order to see the results now we're going to have it as a measure I would like it to have it as a dimension so let's convert it to Dimension and as well to discrete in order to see the numbers so let's put it beside the birth dates and now we have ages right I think this is the simplest one so if you check this employee over here you can see birthday is 2000s and we have around 24 years of course if you are doing this project in the 2025 you will get the age of 25 as I'm recording this video we are at 2024 it's really interesting when you are doing this project so write it in the comment below and of course the task says we need age groups we don't need ages so in order to create age groups we have to go and create again a new calculated field on top of the age so let's go and create a new calculated field okay so let's give it the name age groups and we're going to go and use the FL statements in order to group up the employees to a specific range so let's start with the first one the youngest employees all the employees that their age is below or younger 25 going to be in one range so we're going to say if the age like this younger than 25 then they belong to the group younger than 25 like this all right so now let's go and Define the second group it's all employees between 25 and 35 so we have 10 years in between so all employees where their age is older or equal 25 and their age as well is younger than 35 like this and they all belong to one group which is between 25 and 34 because here we are not including the 35 so that's it for this group let's go to the next group I'm just going to go and copy paste it over here we will just increase the number of years between 35 and 45 and the same thing over here 35 and 44 let's go and add a another group it's going to be between the 45 and the 55 so let's just increase everything with 10 years and as well over here so now let's move to the last group to the nicest group where we have all employees where they are older or equal to the age of 55 so else if age it is older or equal to 55 then we're going to have 55 plus so that's it now we have covered all the groups that we have inside our d let's go and indate of course right everything is valid let's go and hit okay and with that we have now a new dimension and which is on the top over here age groups so let's go and put it in the output in order to check the results and what else I'm going to do in order to test let's show it as a filter and let's start with the youngest generation the employees where they are younger than 25 so now as you can see all those ages is less than 25 which is correct let's move to the last one as well to the oldest employees over here as you can see they are all older than 55 or equal so as you can see it is as well working let's check another one over here so employees between 35 and 44 and everything looks nice let's check this one between 25 and 34 and as you can see everything looks perfect okay so now let's go back to our sheets age versus educations let's get first the age groups to the columns and then let's get the education levels to the rows so now we have our Matrix but it is not sorted correctly so let's go and sort those Dimensions right click on the age groups and let's go to sort so now the next in order to have a heat map let's go and change it from PI to circles nothing going to change just to make sure we are not talking about pi and now of course what controls those circles is the number of employees let's go and get the total hired to the size so now we have our heat map but as you can see those dimensions are not sorted correctly so let's go and sort it let's go to the age group right click on it and go to sort and then we want to sort it manually so the first is the youngest group then 25 35 so it looks good let's close it and the same thing for the education level let's go and sort it as well as well manual so from education we're going to start with the high school The Bachelor master and PhD so now looks better let's go and close it and now from designs we don't have any access or anything I will just go and change the colors because I would like to decide later on the dashboard so I would say let's go with the gray let's go and hit okay and of course don't forget about this Legends let's remove it so hide it and if you check the data it's very interesting you have the most employees in the category between 35 and 44 as an age group and most of them have the bachelor so with that we can go and analyze the coloration and relationship between the age groups and the education levels of the employees okay let's move to the next one and it says show the total number of employees within each age group so again here we have the comparison analyzes in order to compare the values within category and as usual the part chart is the best one so let's go and build it as usual duplicate one of those charts and let's rename it to age groups this one going to be very simple so we need the age groups but we don't need the education level and let's go and remove the sizes as well we need the total hired as a rows and instead of circle we need bars so that's it it's very simple and as well it is already sorted because I've duplicated the previous one so the Sorting of the age group is correct let's go and hide this over here and that's it for this requirement okay let's jump to the next one it's very similar it says show the total number of employees within each education level so we're going to go with the same visual the part chart in order to compare the different values within a category all right so we're going to do the same stuff let's go and duplicate this one over here and let's call it education levels and we have to go and replace this Dimension with the education level so instead of age groups we're going to have it like this but now of course we have lost the sort of this Dimension let's go and sort it again so let's go sort and it's going to be manual and the high school is first Bachelor Master BHD which is correct so again part charts are really easy okay let's move to the last requirement in this section and it says present the correlation between employees education levels and their performance rating so for this requirement we're going to go again with the heat map since we have to show the relationship between two Dimensions two categories okay so let's build another heat map so as usual going to go and duplicate stuff and we're going to rename it to education versus performance so of course the first question do we have all those informations yes we have the performance and as well the education so we don't have to go and create any calculated Fields so we need the two Dimensions the education we have it already over here let's go and get the performance rating and let's check the marks from parts to maybe squares like this and let's go and get that total hired to the size all right so now by checking the we have to go and sort I think the performance it's not correct let's go and sort it again as a manual so it starts with excellent good and then satisfactory that means we're going to have it A Step Above needs Improvement okay so that looks good let's go and close it and now as you can see we have the highest group is between bachler and good which is okay because we have a lot of employees having the bachler compared to the PHD so instead of having the absolute numbers let's go and get instead of that the percentage which going to show the coloration more accurate so instead of having the total hired I will just remove it let's go get this total percentage from higher to the size and now the percentage doesn't make really a lot of sense because here we have 72% 65% I think this is cross table so let's go to the measure over here I click on it compute using not table across so instead of that let's go and change the calculation to performance rating so because we are focusing on the performance let's go and click on that so now it looks more accurate if you go for example to the employees with BHD as you can see 48% of them having excellent rating and then the next one we have good satisfy and as well the last one needs Improvement only 5% so as you can see the highest group of employees with PhD having the excellent rating let's go now and check the high school so here we can see this group is smaller compared to the PHD we have here only 133% of employees with high school education having and excellent where we see here a big bubble where we have 34% of employees with high school that needs improvements so we can understand from this data that is generated from AI that there's correlation between the education level and the performance rating the high education level might enhance and increase the performance rating but of course this is not a rule it depends on a lot of stuff like the field of work the skills and so on so not only the education level going to improve the performance but in this data we can see there is coloration and of course of course one more thing before we close we have to go and hide the Legends right so with that we are done with this requirement all right friends let's move to the third section and we have the income analyses so in this section we're going to focus on the salary based Matrix and we have here two requirements the first requirement says compare the salaries across different education levels for both genders to identifies any discrepancies or patterns so in this requirement we want to see the differences in salary between the different genders so this is not only correlation we are talking as well about something called Gap analyzes and the best chart the visual the Gap analyzis is the purple charts and this is exactly why I go with the purple chart instead of the heat map because with the purple chart I can very clearly and easily show the distance between values and as well we can show the correlation between two different dimensions and categories so for this requirement I will not go with the heat map since I cannot show the distance between values I will go with the purple charts okay so let's build a purple chart in Tableau we're going to go and duplicate stuff as usual and let's give it a name it's going to be gender versus education level so that's it and let's go and clean everything from here but we're going to still need the education level as a rose because we have it already sorted correctly so what is a parable charts it contains two points and the distance between them as a line so we need two charts one for the line and another one for the points so let's go and create it we need this salary information so as you can see we have it over here let's go and and drop it to the columns and we don't need the sum of salaries we need the average salary so let's go and change the calculation of the measure from sum to average so since we need two charts we need two measures and we are using the same measure so let's go hold control and duplicate it so with that we have two charts so as we said before one going to be a line and another going to be points data points so let's start with the first one let's go over here and change it from Square to line and now since we want to show the distance between the gender value use we need to go and get the gender informations and put it to the path so what does we got like the lines the distance the gap between points so let's go and make it bigger in order to see those informations to the max all right so now let's move to the next one where we're going to configure the points of the genders right so let's go to the second Mark over here and instead of square let's go and get the shapes and now for the shapes we're going to have the gender informations so let's go and drag and drop the gender to the shapes and now as you can see we have our two genders but I think we have better shapes for that let's go to the shapes instead of default let's go over here and we have already from Tableau gender shapes so let's go over here so that's it let's hit okay and as you can see we have those signs but they are really dark let's go and get as well the gender to the colors so hold control and put it to the colors so as you can see on the right side we have now those symbols but they are really small let's go and change the size of that something like maybe to the middle all right like this so now the next that that we're going to go and put everything in one chart now they are splitted so let's go to one of those and use the Dual AIS and make sure that we synchronize the axis as well now we still have here a huge space where it's not used so let's go and configure the axis so edit AIS and make sure to remove include zeros so that's it now it looks really nice now of course we can go and add a label for the average sales so let's go over here and let's get the other sales hold control and put it to the labels it's not really clear so let's go and change the fonts so let's go to label and go inside it and let's go and use our second gray let's get the light gray and hit okay now we can see the numbers are really big let's go and change the format of the salary so right click on it and go to formats and let's go to the numbers over here and as well to the custom number let's go and remove the decimals and now the display units going to be thousands okay so I'm still not happy about the symbols and the text let's go to the labels and change the alignment currently it's middle Center let's go and change it to automatic it's way better so with that we have the symbols and as well the numbers beside it and of course don't forget about the Final Touch let's go and remove all those headers from top and button let's not forget about the Legends let's go and remove it and now we have very clean charts all right so now let's understand the result of this insight as you can see the average salary of male and female with high school educations they are relative equal right but now if you go and check the bachelor you can see the average sales for male is way higher than female so as you can see the purple chart is really amazing you can see immediately the Gap the distance between those two values so the males are getting way more salaries than the female with the education level of Bachelor and now let's go and check another huge distance between the genders if you check the education level PhD so as you can see we have a huge distance gap between the genders but this time is the way around on average the female doctors are earning around like 25% more than male doctors so as you can see the par chart is amazing in order to understand the distance and the gap between data points and as well to have coloration analyzes so this is amazing Visual and that's all for this requirement okay friends now we're going to move to the second requirement of the income analysis and the last requirement in the sum R viw and it says present how the age correlate with the salary for employees in each department so this time we want to show the coloration the relationship between two measures not two Dimensions like the heat map two measures and of course the best type of chart here is the scatter plot the scatter plot is amazing in order to show the correlation between measures all right so now let's go and build a scatter plot in Tableau as usual we're going to go and duplicate the sheets and we're going to rename it to age versus salary so do we have those informations in our data well yes we have the age and salary so we don't have to create any calculated Fields let's let go and clean up those informations let's remove everything we don't need all those stuff so now let's start from the scratch since it's correlation between two measures we have to go and add our two measures so the first one going to be the salary so let's go and drop it to the rows and we need the ages so let's go and drop it to the columns and of course we don't need the summarization of salary and ages we need the average so let's go and change that so let's go and change it from summary to average and the same for the age from sum to average all right great so now we got our two axis our two measures and make sure that we are using the marks of shapes we got it from the previous charts so now what is missing we need the data points and it's going to be the job title so let's go and get the job title and put it on the details and now as you can see we got our data points but we have here huge wasted space and that's because we are including the zero in the axis so let's go and clean that up edit access I remove the zero and the same thing for the average edit the AIS and remove zero like this so now let say let's go and change the shape instead of circle let's get it a filled Diamond like this and now sometimes we have overlapping between points it would be nice if we reduce the opacity to something like 75 all right so now let's go and add labels for those data points and it's going to be the job title so hold Control job title to the labels and now let's go and reduce maybe the font size from 9 to 8 something like that so now of course in order to get the effect of scatter blots let's let's go and add reference lines for both of the axes let's go to the salary over here right click on it and let's add a reference line so let's go and check the informations average lines let's remove the label and maybe we can have Custom Tool tip like this average and let's go and insert the value so now let's go and format it it's going to be a dashed one a thin one and let's use our gray color like this so that's it let's hit okay and with that we have a very thin average line let's do the same for the ages so add reference line so no label and let's add a tool tip like this average and the value and the same format for the line is going to be dash one Thin and as well our gray color so that's it let's hit okay so with that we have created a really nice Scutter plot so now if you check the jobs like most of them are managers right we have your it manager finance manager HR and so on so most of them are managers but we have three types of jobs that are getting high salary but they are not managers like software developer and we have here system administrator and finance analyst and as you can see below the line we have different types of jobs but none of them are managers so it makes sense of course managers are getting higher salary than the other jobs but still there's some jobs that are getting high in salary so now we are just checking the salary only one measure now let's check the coloration between the age and summary thinking about two things so now if you take a look back we have a group of jobs that are centralized light in the middle which is okay but here we have extremes like the HR manager and the finance manager the HR managers are getting high salary even though they are young employees and as well it is the only manager group that having young age if you compare to the other manager jobs they are like around 40 so this is one extreme and the data so now let's go and check the way on top to the right we have the finance managers so they are getting on average the highest salaries inside our data and as well the average age is relative old so this is one extreme and as you can see we have another position the it manager is as well like moving Tower this direction right so my friends this is what we can understand from our data from the Scutter blots and that's all for this requirement all right friends so with that we have covered all the requirements for the first dashboard the summary dashboard and we built as well the charts and after that we have to go and put everything all those charts in one single Consolidated tblo dashboard all right so now we're going to go and build the summary dashboard and here what we're going to do first we have to create a plan where we're going to go and sketch out the mockups for the dashboard and the containers in order to have a plan for the layout and after that we're going to go and create the container structure of the dashboard in order to put all those charts in one single View and after we have all the charts in one place we will start with the refining and fine-tuning process so we're going to go and tweak and twist a lot of stuff like the text colors icons Legends filters to get everything looking just right so are you ready let's start with the first step where we're going to go and plan the dashboard for the summary view for this project I have decided to have around 15 charts in one single dashboards it is definitely a challenge but don't worry about it we're going to do it step by step now of course we will not jump immediately by creating the dashboards because we will struggle without a plan any professional in any project knows that before building anything we have to have a plan we have to have a blueprint and of course we want to be professionals right that's why we have to go and plan the dashboard by sketching the mockup of the container and of the dashboards so now of course the question is how we're going to do it of course you can go old style by just having a pen and paper and you can go and draw the sketch of the dashboard or you can go and use digital tools like for example PowerPoint or like I'm doing here procreate using my tablets or you can go and use tools like figma or Dr so any tools that's help you to design and to sketch the mockup of your dashboard that suits your fantasy so let's go and sketch the mockup of our dashboard the background going to be dark gray and that's because we are making a dark theme so now we're going to have the usual stuff where we have a title for the dashboard Human Resources dashboard and now in their summary requirement we have three sections and that's why we're going to go now and divide our dashboard into three main sections we have overview demographics and income so now let's focus on the overview and put everything that is required in this one section setion so we're going to start with the big numbers the bans so the first one going to be the active employees and here we have a big number and then we're going to split it into two sections the left side going to be the hired employees and to the right side we're going to have another big number for the terminated employees and now in order to have the effect of the qpi what we're going to do we're going to put the line charts exactly below those big numbers now below it we're going to have another section for the Departments and here we're going to have our ranking of the Departments using the bar charts then below it we're going to have the last section in the overview we have the location and here we have two charts we have the one with a part chart where we show the number of employee in the HQ and the branches and the other charts here we have a map so we're going to put the maps and the bar charts side by side in this subsection as you can see it's not really easy to fit everything in one place so that's all for the overview now let's go to the right section to the demographics and here we have a big challenge we have to fit in this section five different charts the first section is about the gender so we have our pie charts but now for the age and educations we have two separate par charts so what we can do here we can integrate all those three charts in one block so in the center we can have the heat map but on the top and to the right we can have those bar charts and with that we have all those three charts in one subsection now to the right side to the last section we're going to have the performance and educations and here we have another heat map okay so let's move to the last section to the income analyzis it's pretty easy we have here only two charts so the first one the gender and educations we're going to have it on the left side and to the right side we're going to have here our scatter blot the age versus salary so with us as you can see in One dashboard we are showing almost 15 different charts and of course in our dashboard we have to have a section on the left side for the logos for the navigations between the two dashboards the summary and the details views and of course we can go and add multiple functionalities about exporting the dashboards or icons where we can put our links because we will not forget about the filters so on the top right we can have like switch in order to show the filters or to hide it all right friends to the next step now we are not done planning our dashboards we have to go and sketch the mockup of the container structure building a dashboard in Tableau requires a knowledge about how to control and manage the containers and if you don't have plan I promise you things going to get chaotic so that's why we have to BL the container structure and this time I'm going to sketch the mockup using the draw AO draw AO is amazing tool and as well free in order to create professional charts and Concepts that I usually do as well in my projects okay so now we are inside Dro and I just put our mockup as a reference for us and working with drao is pretty simple the first step that I usually do is that I go to the style over here and make it as a sketch so now what this does is that all the shapes that we have on the left side can to look like hand drawing so at the end your concept going to look really cool and not pouring so now for our containers we're going to have three different objects the first one going to be the horizontal container so you are the horizontal container and I use usually have the color of blue so let's first here remove the fill and go to the colors choose blue and maybe make it thicker so this is the first type the other one we have a vertical containers right so vertical container and we're going to have the color of orange so maybe something like this okay and the last box going to be our objects it could be anything it could be an icon a text an image so I would like it as a gray so let's have something like this so we can see that our whole board is splitted into two sections the left sections where we have the logos and the icons and then the rest to the right side so that means we going to start with a horizontal container for the whole dashboards so we're going to make it like this and we're going to have it like this so big all right so let me just remove the text over here and maybe give it a text name this is the whole dashboard all right so this is the first step so now let's start with the left one where we have the icons and the log go it's like a vertical we have all objects below each others so what we're going to take we're going to take a vertical container for the left side and we going to call it na'vi for navigation like this and let's make it little bit smaller okay so inside it we're going to have different objects like a logo oh let's make it smaller I will go and make a fill for that so let's click on fill and gray the same here now we can zoom in and add more icons in order to navigate between dashboards to export the dashboard to put links and so on so we're going to have multiple links and stuff on the navigation so this is everything about the navigation now on the right side what do we have so we have first like a title of filter and then below it we have a whole section of charts so that means we have two objects below each others and for that we're going to need again a vertical container so for the whole thing over here we're going to have one big vertical container like this and we're going to call it header and charts header and charts okay something like this okay so now let's start with the header it looks like we have a header and beside it we have filters that's why we're going to go with horizontal container right so we're going to have it like this and what do we have inside it we have the header and the filter right so we have the title and here on the right side we're going to have a few icons or maybe one icon we will see okay so now let's have a look to our charts over here so here we have three sections right but actually they are splitted into two sides the left Sid where we have the overview and the right side where we have two sections so this means we have two objects side by side and for that we're going to take another horizontal container so let's do it like this it's going to be the main splitter between the left side and the right side so let's start with the left side as you can see there are object beneath each others and that means we're going to go and use a vertical container so for the left side we're going to have a vertical container like this so let me just remove the name and let's go and call it the overview so overview and we have inside overview a lot of charts so we going to have multiple charts like this and all of them are beneath each others okay we will not now drill down inside each detail we will just have a rough plan for the containers so now let's check the right side so now on the right side as you can see we have two main sections we have the demographics and the income so that means we're going to go and have a vertical container right so as well the right side we're can to have vertical one like this and we're going to remove the name here okay so now let's go and check each s as you can see we have first like a title and below it we have different objects so again here we have a horizontal container so we going to have like this it is very nested because it's a little bit complicated so we going to have as well for the below section for the income we're going to have a title and then charts so let's give it a name this is the demographics and below it we have the same thing we have a section for the income all right okay so what do we have underneath the title we have here like charts side by side and that means we're going to go and use horizontal container for that right so we can to have horizontal container below it like this and inside it we have our different charts so we have charts like this and let's have three like this and for the income as well we're going to have only two charts so so we're going to need as well a horizontal container since they are objects side by side and we're going to have our two charts all right guys so I think we have a plan right so we have a blueprint for our dashboards and here we have a lot of layers like around six layers we will not find you now the plan is just a rough plan but one thing that I would like maybe to zoom in a little bit is about each chart so as you can see for example this one we have a title always and below it a charts the same thing goes for the gender we have a title and a chart so that means we have like a vertical container for each chart so if we go and zoom in inside those charts we will not Place immediately the charts we going to have it always as a vertical like this where the first object is going to be the title of the chart so like this and below it then we can to have the chart itself all right my friends so now we have a rough plan so now let's go and Implement those containers in Tableau all right friends so finally we have now a rough plan for our dashboards but of of course it doesn't contain all the details so we will be like twisting and tweaking stuff as we are building the dashboard so let's go back to Tableau in order to build the dashboard okay friends let's go and create a new dashboard and let's call it HR summary like this now the first step of does we're going to go and Define the size of the dashboard so let's go over here on the left side instead of range let's go and select fixed size and this time we will go with the width 1400 and the height of 800 all right so let's start with the first container it is the horizontal container for the whole dashboards and what I usually do I go over here and switch it to floating because having everything in one floating container it adds more Dynamic and we can go and change the background as we want so make sure to switch it to floating and let's take the horizontal container and drop it here in the middle as you can see it's a little bit small so what we're going to do we're going to go and change the size of it in order to fit our dashboard so let's go to layout and the width is going to be exactly like the dashboard 1400 and 800 for the height and for the position it's going to be 0 0 in order to have it exactly on top of our dashboard and now in this phase as we are adding the structure of our containers I usually go and add borders to each container in order to see whether we are doing everything correctly so now let's go and do that let's go to the borders and add a line A thick one and blue so with that we can see a blue horizontal container and of course let's go and give it the name so let's rename it to whole dashboard okay and now in order to avoid Mistakes by converting the horizontal container to a vertical container I go and add planks inside it in order to make it as a fixed horizontal container so let's go and do that to dashboards and now let's switch it back to tilt only the first main container going to be floating the rest going to be tilt so the first blank to the middle now make sure that the second blank exactly on the right side so let's go back and check in the L out you can see we have blanks inside our whole dashboard okay so now let's go to the next level and start adding the containers inside the whole dashboard and here we have two vertical containers one for the nav V so let's go and do that we can have one vertical container over here and as usual I go and add planks inside it so let's go and add the first blank so it's a little bit small like this let's go and expand it let's go and add another one plank below it so make sure it's below the first blank and let's go and check the layout so now as you can see we have here a vertical container and two blanks inside it which is correct and let's go and rename it let's give it the name of na'vi and we can go and remove the first blank over here we don't need it anymore so let's remove it and of course we can to go and add a border color for it so this time it's going to be orange okay so this is the container for the navi now let's go and add another W for the right side for the rest so let's have a vertical container and two planks inside it so one in the middle and one exactly below it so now it's very small so let's go and check the vertical container and make it wider like this so let's give it a name now it's going to be header and charts so click okay and of course we're going to go and give it a color like this and it's going to be as well an orange so now if you're looking to the tree over here we have a whole dashboard and inside we have the na'vi and to the right side we have the header and charts let's go and remove this plank we don't need it anymore oh from here we will not now focus on the na'vi since we don't have a lot of containers we have here only logos and icons and so on we will focus now on the header and charts because here we have the real content and we have a lot of containers so what do we have inside it we have two containers one for the header and another one for the whole charts and both of them are horizontal containers let's start with the header so we're going to go and add horizontal container here in the middle and this time instead of adding blanks we're going to add one text for the title of the dashboard so it's going to be human resources dashboard and let's add the world overview so let's have it like this and let's have the size of 20 okay now we're going to go and add a blank to the right sides so make sure you drop it exactly to the right side inside this container and let's go to the layout and check what the we have so as you can see we have now a text and blank underneath the horizontal container and let's go and give it the name now this is the header and of course we going to go and add a color for it so it's going to be the blue so now we can go and remove this upper blank like this okay so now let's go and add another container for the charts so it can be as well horizontal container so drop it beneath it and as usual we're going to go and add our blanks one here let's make it bigger and one to the right side and we go to the layout and check stuff so we have two blanks inside the horizontal container and now let's go and give it the name here we have everything the left and right sections okay and we're going to go and add the borders as usual so with that we have our two containers and we can go and remove this placeholder from here now let's keep drilling down and we're going to focus on this container the left and right sections and here we have two vertical containers so let's start with the left section the left lift container we're going to have it for the overview so vertical container and now let's drop a text instead of blank and call it overview and maybe let's make it like 12 okay and now below it another blank in order to make sure this is a vertical container let's go to the layout and check so vertical to container we have title and blank and let's give it the name overview left section like this and let's go and remove this blank from our dashboard and don't forget about the color of the border right so we can have it orange so that's it let's make it a little bit smaller like this okay so now let's go to the right side and we're can to have as well a vertical container so like this the same stuff a plank and below it as well another Plank and we go to the layout the same stuff so we have two planks and let's give it the name demo and income sections okay as usual the Border as well orange and we're going to go now and remove the placeholder like this let's adjust the sides so the leftt section the overview should be smaller like this and then we have the right section all right so with that we have everything on the left side what is left is designing the containers of those two sections so here we have two vertical containers let's go and do that the first one we're going to drop it here in the middle let's go and add a text for it it's going to be the demographics and the size going to be 12 okay now let's make it bigger like this and let's let's drop a blank so make sure to drop it exactly here and let's go to the layout and everything is fine as you can see I'm just making a little triigger so we have here the text and the blank let's go now and give it a name it's going to be the demo section like this and we're going to give it as well a color so as well a vertical container so let's go and remove this placeholder and we need to do the exact same thing for the second section so let's go and add a vertical container a text it's going to be the income 12 okay and we're going to make it bigger like this we're going to bring as well a blank so make sure to drop it inside the container let's check the layout so everything is fine now we're going to go ah and rename it as usual so income section okay and don't forget the coloring like this and with that we are done let's go and remove the last blank so here we still have spacing let's go and adjust the size so the demo going to be to the middle and then income going to take as well the whole Space okay guys I promise you the last drill down where we're going to add a horizontal container for the charts so for the demographics we're going to have one horizontal container here inside and let's go and add a few planks inside it so the first plank go small and to the right side so let's go and check that we have horizontal container give it a border color and now we're going to go and do the exact same thing for the income so we need as well horizontal container inside it and two planks one here let me just make it bigger and one exactly to the right side and we're going to check the stuff so we have two planks inside the horizontal container give it a name income charts like this give it a color and remove the placeholder so let's go remove it okay friends so we are done let's go and have a final check on the structure so we have a whole dashboard and inside it we have the left section for the na'vi the right section for everything header and chart and inside it we have two horizontal containers one for the header and another one for the left and right sections so let's drill down we can see here we have the left section as a vertical container and then we have a right section for the demo and income sections and then we go and split it into demo section and income section and each one of them has a title and as well horizontal container so the same thing as well for the income so if you have it like this exactly like me we can proceed if not then go back and do it step by step okay so now the next that we're going to do the first iteration in the dashboard where we're going to put all the charts inside our dashboard we will not care a lot about the designs it's all about placing the charts inside the containers so let's start with the first section the overview so make sure to select it and I'm going to say let's make it a little bit bigger so we're going to start from top to down we're going to go to dashboard and let's go and add a title so for the first ban it's going to be the active employees so active employees and let's centralize it in the middle okay and now below this title we're going to have the ban off active so let's drop this chart below it and of course we're going to go and hide the title we don't need it nice now below it we can have two kbi the left and right and for that we need a horizontal container but before that we're going to go and have a small separator between this Pan and the two bands below so we're going to have a blank below it let's go and make it smaller like this and we're going to go and design the following stuff so let's go to the background more colors pick up our gray and make the opacity something around 60 all right one more thing let's go and remove the outer badding to zero and we're going to go and give it the name divider all right all right so now below it we're going to have a horizontal container for the two kbis so drag and drop below it like this and as usual we're going to go and add our two planks one and the second one make sure it's going to be exactly to the right side so let's go to the layout and check so here we have the horizontal containers let's go and call it we going to call it qbi section like this and okay and of course we're going to go and add few borders for it just to see it all right as you can see now things are smashed let's go and reorganize it we're going to make this new container a little bit bigger like this and now let's focus on those two qbis so now what do we need for each qpi we need a title ban and the line charts so we have to have like a vertical container so let's go and grab one and put it inside it and let's start immediately adding stuff so we need a text it's going to be the hired and make it to the Center okay and below it we need the pan so drag and drop the pan of course make sure to remove and hide the title and below that we need the line charts so it is hired by year and drop it exactly below the pan all right and we hide the title so now this is the first container let's go and check the layout so we have here vertical container we have the title pan and as well the line charts let's go and give it the name going to be hired GPI like this and let's go and remove the first place holder from the blank so remove it now don't worry about the size and the coloring we're going to do a second itteration on the dashboard in order to do fine tuning so now we can just a little bit adjust as side from the line chart like this and now we need in the right side again the same qpi the same steps so let's go and grab a vertical container to the right side make sure to drop it inside the container and we need a text it's going to be terminated in the center so now what do we need else we need a pan so make sure it is exactly below the text and as well hide the title let's go and make this small so to this container go to the left side and as well the blank should be smaller now what do we need we need the line chart so let's go and drop the line chart below the pan remove the title and make it a little bit smaller so now let's go and check the layout so what do we have we have a vertical container we have a title pan and as well another chart let's go and rename it this is the term kbi okay okay so now one more thing I would like to go to the display rename it to divider like this and let's give it the same coloring it's going to be the dark gray and as well theity to 60 like this and let's go remove the outer padding okay so now what do we have below that we have the department and like lines left and right and for that we need a horizontal container and what do we need we need a text in the middle it's going to be departments and it should be in the middle and left and right we're going to go and add a planks so make sure to drop it exactly to the left and exactly to the right so let's go and check the layout so we have here horizontal container blank Department blank so let's go and color those stuff in order to see it so it's going to be the dark gray and 60 without any outer bding the same thing for the next one so 60 and no outo padding okay so we can go and call it Department title and okay now what do we have below it we have the chart of the department so let's go and drop it beneath it and of course go and remove the title like this and now below that we're going to have the location title so it going to be exactly like that departments what do we need we need horizontal container we need a text let's call it location like this and centralize it in the middle we need two blanks left and right like this and we go to the layout so we have plank location Plank and we're going to rename it to location title and we're going to design those planks so make it gray 60 and remove that badding the same thing for the next one as well 60 move that badding now below that we have two charts one a map and another one a bar chart so what do we need we need horizontal container below it and we need the two charts so let's get the location to the right side remove the title and let's go and get the maps exactly to the left side and remove the titles so now let's go and check what we have done we have horizontal container and the two charts let's go rename it going to be the location charts and okay and now we can go and remove the last blank it is just the placeholder so remove it so that's it we have now all the stuff inside the overview section so as you can see if you don't don't slowly and step by step planning everything this going to be chaos but with the planning everything going to be easy okay so now let's move to another section to the demographics so here we have a lot of charts let's do it step by step so we are at this section over here so what do we have we have a title and then we have multiple charts Side by Sid so as usual each chart is a vertical we have a title and as well the chart itself so let's go and add the first vertical container over here and then we need inside it a text so make sure to drop it here and this going to be the gender gender and Center okay and now below it we need the charts so let's go and pick our pie chart for the gender drag and drop it beneath it and of course we're going to go and remove the title all right great so now before we go to the next charts we're going to go and have like a divider like this so let's go and give it the colors so gray 60 like this and the outer padding okay so now to the next charts we need as well a vertical container to the right side make should to drop it right to the divider and here we need three charts so let's do it step by step first we need the title it's going to be education and H to the center as well and below it we have the first bar chart which is the age groups so drag and drop it beneath the title and remove the title as well now beneath it there is two charts the hate map and as well the bar chart of the education so since they are side by side we're going to go and get horizontal container beneath it so drop horizontal container exactly beneath it so now things are getting resized left and right and so on don't worry about it the main thing that we are placing the charts in the right container so let's go and get first age versus education and put it in this new container remove that title and now to the right side we need the education levels so make sure to place it to the right side and remove as well the title so now let's go and resize this divider in order to have little bit space like this so now we have to change a few stuff with those bar charts like hiding the headers so for example click on the first one right click on the header and remove it and now for the second chart I would like to switch stuff so let's go inside this chart by clicking to this arrow and now I'm going to go and switch columns and rows and as well we're going to go and hide the header so let's remove it and we have to go back to our dashboard so we're going to stay with this but we will configure it later in the second iteration so now let's have a look to the layout in order to make sure that everything is correct so let's see this is the vertical container for the ucation and age let's go and rename it so education and age charts like this so it should has a title then the first chart where we have the part chart and then below it we have horizontal charts where we have two charts side by side the HTE M and the part charts if you get it like this then we can proceed so now we need another chart to the right side where we have the last chart in this section but we need a divider between them so let's go and get a blank and drag and drop it exactly to the right side so make sure you drop it correctly so let's and check the layout we have the color of gray and as well 60 and the outer Bing to zero and now as you can see our blank is after the education and age charts so let's go and rename it divider and as usual we need a container so it's going to be vertical container to the right side and we need a text it's going to be education and performance like this in the middle and this going to be very simple we're going to go and get the chart just below it like this remove the title and of course you can go and make the divider a little bit smaller left and right okay so let's check again the layout whether everything is fine so we have a vertical container for the last charts we have a title and beneath it we have the charts okay so we are done with this section now let's move to the last section to the income so what do we have over here let me just close this and as well this we have the income so we have a title and beneath it we have a container we need here two charts as usual we have the vertical container for the first one and we need a title so let's go and drop a text inside it it's going to be education and gender make it in the middle okay and now we need our charts so let's go and drop it beneath the title remove the title so now before we go to the next chart we need a separator or divider so let's just design it as usual to 60 and the padding to zero now we need to build the last charts as usual we get a vertical container to the right side we need a title is going to be age versus salary to the middle okay and of course we need our chart so let's go and drop it beneath it remove the title and make the divider smaller like this okay so that's it for this section and now we have all our charts inside our containers as we planned all right friends so with that we have all the charts in one place in One dashboard now we're going to start with the process of refining and fine-tuning of the dashboard where we're going to go and tweak and twist many stuff in order to have a professional dashboard okay so now the first step of that we're going to go and add background colors to the dashboard and containers and we're going to go and remove all the background colors of the worksheets so let's go and do that we're going to start first with the whole dashboards over here so let's go and add the following it's going to be like a dark gray so I will go with this one over here so we have like in the background a dark gray and then the section is going to be black so let's go to the next step we're going to go to the na'vi over here so the navi going to be its own section that's why we're going to have it as a black like this and then to the right side we will not have everything as black we'll have only the three sections overview the graphics and income so that's why I will not change anything over here so let's go to the sections and we're going to start with the overview over here so we're going to have it as a black and then we need those two sections so we need the demo section it's going to be as well black and as well the income section going to be black so with that as you can see we are getting now the Dark theme of our dashboard the next with that we're going to remove all the background colors inside our worksheets we have added it at the start in order to have a feeling about the Dark theme but now we will not use the background colors of the worksheets we get use only the dashboards so now we have a BG task where we're going to go through all the sheets and we're going to start removing the background so let's start from the top left we're going to start with the pan right click on it and go to format and then we go to shading and we're going to go and remove the worksheet color to none so now we're going to go through all worksheets that we have and we're going to go remove the background color we can do it in the dashboard here or you can go and visit each of those sheets one by one [Music] and we have the last one removed like this all right so we are done now we have fixed the background colors of the dashboard and as well the worksheets All Right Moving On To The Next Step we're going to go and fix the font size and color let's start with the title of our dashboards let's select the whole thing and we're going to go and use our light gray and we make sure it is a 20 so we have it as 20 and let's make the first section the title itself as a bold and we leave the overview as it is so that's it hit okay okay so now we're going to go and edit the title of each section so here we have three sections overview demographics and income and we're going to do the following let's go to the overview we make it light gray like this and we're going to make it as well 14 and bold all right let's go to the next one we're going to do the same stuff so bold change the color to light gray and make it 14 all right and to the last section 14 bold and we pick the color Okay so the sections looks exactly the same now we're going to go and edit the titles of each chart so we're going to have the following let's start with the agender over here we're going to make it as well light gray and we're going to make it as 11 for the size of the font so let's go and do the same for each one of them so it's going to be 11 light gray and for the next one for the next 11 for the age and gender oh all right and don't forget about the Departments over here 11 and gray and the [Music] location and 11 okay so now we are done with the titles and stuff now let's go and check the font size inside our charts and I would say we can make it smaller so we have to go through that again let's start with the Departments go to format and instead of nine let's have it as eight let's go for the index as well and move it to eight and I would say let's make it bold all right now let's go to this part charts make it eight and the same thing for the map so click somewhere go to format and make it eight and now for the pie chart I would go inside it first and we're going to go to the Outer Circle and there we're going to go and change the font size to eight but the big number inside we're going to leave it as it is maybe we can to make it a little bit even bigger so let's make it 10 all right let's go back to our dashboard and now we continue to the next charts so make everything as eight the same for the age now to the next one same stuff and as relate for the income and for the ages and stuff so everything should be eight okay so I think it looks really nice we are done now with the font size and colors all right so now the next step is that we're going to go and visit all the charts again in order to enhance it refine it and maybe add extra stuff so now let's have a look to the Departments over here what we can do we can go and add the status of the employee for each departments so we can show as well in this part the total terminated so in order to do that let's go inside the chart again so now we need like a status dimension in order to control the colors inside those bars we don't have it yet so that's why we're going to go and create a new one let's call it status so it's going to be the same logic let's go and have an if statement if is null that terminated dates right so term date then it is employed right then the employee is hired otherwise terminated like this so let's go and end it and now we're going to go and take the status and put it to the color over here so let's go and assign the coloring so the hired going to be the green and the terminated going to be the pink now what else I'm going to do I will just go and switch between those two status so let's go and do that and I would like as well to show the total hired inside the label so let's go and get it and we can go and change maybe the color of this label to light grade and maybe make it seven all right something like this and we can make still the index smaller all right so let's go back to our charts so now we can see in these bars as well the number of terminated employees so I would say let's make the index little bit smaller like this okay so that's all for this chart let's move to the next one we're going to go inside this chart and I would say let's add the percentage informations to the columns so let's go and get the total hired and put it near the location and then let's go and switch it to discret so with that we have the percentages here and the Header information on top and what we're going to do we're going to go and change the format of those percentages so let's remove the decimals and let's go and make those bars a little bit smaller so I will go with something like this okay let's go back and check the dashboard so yeah they look nice maybe we're going to make it smaller size for the font so instead of nine we usually have eight all right and we can go and make it smaller yeah so we have more place for the map yeah something like this okay so now for the map everything looks nice so we don't have to change anything let's go now to the gender informations now what we can do we can make maybe two pie charts for each gender and then we can show the percentage of terminated employees so let's go and try that maybe it's going to look nice so we going to go inside and in order to do that we need the gender as row and of course now our byy chart did broke so let's go to the Outer Circle and repair it first so we don't need the gender informations we have it here as a dimension so what do we need for the colors we need the status of the employee and as well we need the total hired as percentage and put it on the P okay something like this and what we can do inside those circles for the big numbers we can change it to the percentage right so let's go and replace it with a percentage something like this and let's go and format it so to the percentages and remove all the decimals so it looks nice right now we can see the percentage of terminated for each gender so let's go and have a look to our dashboard now it looks that it needs more space so what we can do we can go and rotate the labels first and with that we have enough space maybe you can make it a little bit bigger we're going to fix the spacing between charts later and one more thing that I just noticed that the inner circle of the buy they are not really black so let's go to the Chart again to the Inner Circle to the colors and change it to Black let's go back okay so with that we are done with the gender chart as you can see we are rethinking again the chart as we see all the informations in one place in the dashboards so now we're going to come to the fun one where we have here three charts on top of each others first of all let's give it more space like this and maybe make it a little bit bigger so now what do we have we have here four values and for the age we have here like five values so what we're going to do first we're going to give it more space and I'm thinking about maybe we're going to go and switch those two informations so maybe it's going to look more better so let's go again inside the chart and let's go and flip it like this okay so let's go back to our charts okay so now it's looks more nice let me just make this smaller something like this and now we can see that the high school is taking a lot of space inside our chart so we can go and edit the ls for that so right click on it and edit LS so maybe let's have it like this as an abbreviation okay so now we have more space we have to fight with the space inside this dashboard so now the next of that I would like to go and highlight the highest value so as you can see now we have everything as gray and if we highlight now the highest value is going to be very clear so let's go inside this charts and now in order to highlight the highest value we have to go and create a new calculated field so let's give it the name highlight Max so we need the function Max Max but for the window what is our measure it is the total HED so the total HED we are searching for the highest value and if the current value equal to the highest value we're going to get true otherwise we're going to get false so let's go ah and hit okay and let's use this function on top of the colors so now let's go and change the coloring first so if it is false it should be a dark gray if it's true we want it as green so now if you check the view we have multiple values as the highest value we would like to have only one value so let's go and change the aggregate function so right click on it and let's go and edit the table calculation so now let's go do specific dimensions and we can consider both of the dimensions and with that we have only one value which is exactly what we want let's go and hide the legend we don't want it in the dashboard yet and I would say let's show as well a label for the highest so let's go and take the total hired as a percentage put it on the label and of course we're going to go and change the table calculation it should consider both of the Dimensions so let's close it and we're going to go and change the format as usual we don't want all those decimals let's remove it and let's go and change the format so what we need we need it as let's go with seven and with a light gray and we don't need all the values we need only the minan and Max so switch it from all to Min and Max and remove the minimum value so that we have only for the highest value this label okay so I think we are done let's go back and check how it looks like in the dashboard so it's fine right now let's go and fix all those bar chart left and rights we have here switch the dimensions that's why we have to go and switch this as well so make sure to do it correctly so we're going to bring it down and the other one should go up and what we're going to do we're going to go and switch as well the dimensions like this this is for the first chart and as well for the next chart like this okay so now let's go and highlight as well the highest value so let's go back to this charts we're going to take the high highlighted value as a color and of course we're going to go and hide the legend as well so let's remove it and I would say let's go and reduce the size of those bars in order to fit inside our charts so I will go something around here we will see so let's go back to our charts and let's do the same things for the ages so we're going to go and get the Highlight value to the colors and we have to go and change the colors over here so it's going to be gray and true going to be green okay let's as well remove the legend and as well we have to go and reduce the size of those bars maybe something like this all right let's go back and check so now as you can see with the Highlight effect it looks really nice so now as you can see the bars are not fitting exactly on top of those values we will fix the spacing and the positions later as the next step so we're going to leave it as it is for now and let's move to the next chart so let's go inside it and I would say let's go and highlight as well those values now we cannot go and use the same highlighter because here we have percentage and our highlight is based on the absolute numbers so what we're going to do we're going to go and duplicate it and let's rename it to percentage and remove the CB as well from it so let's go and edit it so now instead of having the total hired what we can have we can have the percentage of total hired right so we're going to take this measure and remove the percentage from here let's go and copy it and put it as well for the equation okay so hit okay and let's move it to the colors now of course we have to go and add as well the coloring as usual so so false is gray and true going to be green okay and we going to hide as well the Legends so now let's go and check the table calculation whether it is configured correctly so edit table calculation so this one should be based on the performance rating like this all right so now I would say let's go and add the label for those charts so we're going to take the same measure hold control and put it on top of the label and let's go and adjust the style so it's going to be light gray and we're going to have it as an eight and we don't need all those values let's have only the minan and Max so now we have the minan value and the max value but I don't want the minan value so we can have only the max value like this so that sets let's go back to our charts and I think everything looks nice so now let's go to the education versus gender and I think here in the chart I would not add anything it looks really nice but I would go and change the size of the labels we forgot about that so let's make it eight instead of nine so that's it and now for the last chart over here I think we have to and add some coloring to it so I will just go and add our green color and maybe reduce the oppacity to something like 50 okay very nice and maybe go and reduce again the size of those labels to something like seven and now I would like to go and add for the axis a line so let's go to format so let's go to the lines over here and on the sheets we're going to go to the axis and we're going to add a line for it and we make sure that we are selecting our dark gray for that and maybe as well reduce the opacity to somewhere like around maybe 60 so let's go back to our charts and maybe let's go and rename those axes so instead of average age we're going to have only the age and the same thing for the salary so we're going to have only the salary like this okay so that's it for this chart and as you can see we just Revisited all the charts and we added extra stuff some refinement and fine tuning all right everyone so now in The Next Step we're going to start working with the pixels in order to add more spacing between all those sections and containers using the inner and outer padding so now the distance between all those main sections going to be always as a 20 so let's start doing that we're going to start from the left side from the navigation so make sure to select the navigation over here so now the first thing does we're going to go and get rid of all those bers we don't need it so now we have to add 20 as a space between this section and the outer dashboard so we're going to go to the outer badding over here and just add 20 everywhere top left bottom right and the next step with that I'm going to go and do a fix with for this container so let's go to this small Arrow over here and edit the width and we're going to have the value of 100 so let's do it like this so now as you can see we have spacing between the container and the border of the dashboard now let's go to the right side completely so let's go and select headers and charts remove the Border we don't need it so now as you can see we have a lot of spaces on the right side so we're going to go and edit the width instead of this value we can to have let's go with 1,300 so let's go like this and now if you check the whole container we need spacing from the right side and exactly going to be 20 so let's go to the outer Bing over here deselect all sides equally because we have already space between those two sections so we need only from the right side a 20 okay so now let's go inside all those containers and start adjusting stuff so the next step is that the header we're going to go and remove the border and I would say let's go and have a fixed height for that so change it to fixed and as well let's edit the fixed to 65 something like that so we have little bit spacing between the charts and the title okay so I'm happy with that now let's go to the next section to the left and right so we can see here we have enough spacing around the dashboard for the whole container let's go and remove the border for that and I would say let's jump to the next one so let's go to the overview on the left side so what do we need here on the left side we have a 20 so we are safe on top on bottom but on the right side we don't have enough space between the sections that's why we're going to go and adjust it but first let's go and remove the border and then we're going to go to the outer padding and we're going to remove all sides equal and just on the right sides I need 20 so now we can see we have enough spacing between the left and right so that's look really good for now I would go as well change the container color of those informations so we don't have anything all right so now let's go to the right side and select the whole container so we are at the demo and income section remove the Border all right so I think we are done with this let's go inside those section so let's go to the demo section remove the border and now of course we need now spacing between the demographics and the income so on the bottom we need 20 so let's go to the OU padding deselect and only bottom we need 20 okay so looks really nice so far and of course let's go and remove all those borders so we don't need it anymore for this as well we don't need borders and here so I think we have to go above so like this okay if I deselect we still have one border which is the whole dashboard so let's just remove it so as you can see adding spacing it's like giving air to your dashboard so it can breathe right all right so now we're going to go and add an inner padding inside those sections we will ignore for now the navigations because here we're going to have another story about the icons so now if you check those sections you can see that the wording is like very near to the border of the section right so we have to give here some spacing so we will do that only for the main three sections so we're going to go first to the overview like here and now this time we're going to go to the inner bodying and we can add a seven something like that so you can see as we are moving the values away from the border it's easier to read we're going to do the same thing for the section over here so we are at the demo section and go and give it seven as well the same thing for the income so the income section over here let's go and give it a seven so now we can see those values male and female they are not on top of the border right okay so now let's have another look I think we can go and add spacing between those titles and the title of the section right so what we're going to do let's go and select the whole container so demo charts and we can add on the top bading only the top something like five right so we have here a nice space so now as you can see in the demo charts we still have some spacing below right so what we can do we can go and edit the height so instead of this value we can go and increase it to 300 so with that we are using the whole Space now let's go to the other section to the income and let's go and select the whole container income charts and we're going to do the same thing so we're going to go and add on top a five so we have some spacing between the title of the main section and those charts so now if we sit back and check the whole sections and the spaces between them we can see that everything is perfect we have 20 everywhere but only here we have a problem right so as you can see here TBL show it as hash line it means there is an issue with the spacing so we have to go and fill it so what we can do just click on one of those charts and just move it like below so we are just pushing until we reach the limit right the spacing between those sections are perfect okay so that's all about the spacing between all those sections now we have to go and focus about the spacing inside each of those sections and between the charts and of course we're going to go and fix all those dividers between the charts so I would say let's start with this section the demographics so now now my rule is inside one section we're going to have 10 between the charts so let's go and do that so we're going to start from the left to the right so we're going to select the gender over here and we're going to have the outer bading to the right side as a five so let's go and select it like this and then to the next one we have our divider so our dividers has always on the top we have 10 outer pading and on the bottom as well 10 and we have to go now and make it really thinner so we're going to go and edit the width and we're going to have only one and with that we're can to have a really fine line between the charts okay so now let's move to the next chart over here so we're going to have from the left five and from the right five so with that we have a total of 10 between the charts so that set let's go to the next one here we have a divider so as usual we going to have it 10 on the top 10 in the bottom and we have to make it thin so we're going to go and edit the width to one now let's go to the last chart over here so the whole container so from the left side we're going to have a five and that's it on the right side we don't have to deal with that so as you can see now we have really nice separation between all those charts and we have enough spacing between them now finally we can go and adjust this middle charts since we have now the spacing perfect so we're going to do it like this we going to select the top chart and we can just reduce the size of it little bit like this so now what we're going to do we're going to go and squeeze this chart from left and right until it matches the values so let's go to to the outer padding over here deselect and let's start with something like 40 and 70 so we are almost there we have to keep pushing between those values so maybe like this yeah we are almost there but we are shifted little bit to the right let's increase the right and maybe the left and come on all right so now we have it perfect so now if I deselect this looks like we have the bar charts on top exactly of those values so now we're going to do the same thing for the right side and I think we have to push more from the top so let's go over here to the outer ping and then deselect so let's go and start with 20 so I think we are almost there let's go with 25 maybe one more 26 perfect so now we have it exactly on the rows of the ages so now the chart looks really amazing okay so we are done with the demog graphics let's go to the income so we're going to do the same thing we're going to go and select the whole container of the charts and to the right side we're going to have have five like this and then we're going to go and edit the separator from Top we're going to have 10 from Button as well 10 and of course the width going to be one so let's do it like this and now let's go to the right container and we can to have from the left side five so that we have a total of 10 I would say we can push on those spacing to the left side a little bit to the bachelor all right so now with that I'm happy okay so final look to the income I would say we can go and increase the whole height of those charts so select the whole container and let's push more on the height let's go with the 300 again all right so we are done with the income section now let's go to the left side okay so let's start with the first ban over here and we're going to have like a five between the charts but this time we have it as a vertical so we have it four over here but we can go and make it five in order to stick with the rule and let's go and make it a little bit bigger to see The Bu and then we have our divider this time we're going to have from the left and the right we're going to have 10 and we're going to have as a height one like this and now we're going to go and make everything like in the middle so make sure to have it something like this and we have to go and change this divider so we have to have on the top a 10 below as well 10 and the width going to be as usual one and then we have to make sure again that the containers having the same side so something like this in the middle perfect so now let's go to this title over here so select the whole container and add on the top five and I would say since it's line we're going to have 10 from left and 10 from right as any other divider so we're going to have here a 10 and as well a 10 and then now since here we cannot go and edit the height we can only edit the width what we're going to do we're going to go and squeeze it from top and bottom so how we're going to do that let's go and select those separators and we're going to go to the outer padding let's have on the top 15 and on the bottom 14 and with that we got the line effects the same thing for the others separator so on the top 15 and on the bottom 14 and with that we have a line okay so here there is no other spacing let's go to the other title to the locations we're going to do the same thing so on the top we're going to get a five not a 10 and from left and right we're going to have a 10 since it's separator and now we're going to do the same things for the separators on the top 15 bottom 14 the same thing over here so 15 and 14 nice okay great so now let's have a look to the whole dashboard let's go to the presentation model and now sit back and check whether you can find any problem with the spacing and from my point of view we have a perfect dashboard so we are done with the spacings between the containers charts sections and everything it looks really professional right okay so now the next step we're going to go and add tool tips to all our charts and I think you would agree with me if I say adding tool tips is a little bit boring but it provide really nice informations for the users so let's go and do it we're going to start with our bands so we're going to start with the active employees let's go to the charts now let's go over here to the tool tip and we're going to do the following so we're going to say the total number of active employees and then we're going to go and insert our measure so now it's very important that we always follow the same standards when we are using the tool tip so I would say that always the normal text should be not pulled only the words that you want to highlight could be go bold for example here what what is important is the active employees and of course the measure itself it's already B now about the colorings we're going to use two different gray colors so if you go to the normal text over here so let's go to the coloring we're going to go and choose this gray over here so let's go and select it and then for the highlights we're going to go and use our dark gray so like this and the same for the measure so for now we are done let's go and copy it because we're going to go and use it in the next chart so click okay and then let's go back to our dashboard and just Mouse hover on it and you can see very nicely the total number of active employees and we have then the number all right so now let's go to the next pan to the hired employees let's go to the tool tip and replace the whole thing with this one so instead of active we're going to have the hired and let's go and give it the color that we use usually for the HED it's the green one and of course we don't use the total active we're going to go and insert the total h and of course remove the active one so that's all let's go and copy it for the next one and of course we have to go and test so let's hover as you can see the total number of hired employees and we have the number let's go to the next one so here we have the terminated so we're going to use terminated and for that we need to use the pink color and here of course we don't have the higher we're going to have the terminated so like this it's it okay and and check the result as a dashboard everything is perfect all right so now let's go to the line charts and we're going to go to the tool tip but make sure that you are not selecting the tool tip of any of those marks make sure to select the all so that we have the same tool tip for both of the charts so stay at all and go to Tool tip now let's go and add it as a new line we go and remove this one but we need the year so now of course now we have a chart and depends where is our Mouse we're going to have the year displayed so let's go and make it bigger like maybe 11 and as well let's make it green okay so let's go and hit okay and let's go and test it so as you can see we have here 2017 20 20 and you know what I would like to go and add the percentage side by side to the number so let's go and get the total hired and drop it on the tool tip and then let's go to the tool tip and have a pipe and then we're going to go and insert the percentage so let's go and test it now as you can see we are getting both of the percentage and as well the absolute number but I would like to go and get rid of the decimals so let's do it from the data source right click on the field let's go to the default properties and then to the number format and then remove from the percentage the two decimals and then hit okay so with that as you can see we don't have any decimals with the percentage perfect so now let's go and copy the whole thing for the next chart and of course we're going to go and test it on the dashboard as you can see it looks really nice let's go to the next one and same make sure to select the all and then go to the tool tip and insert the whole thing now instead of higher dates we need the year of termination date so like this and remove the old one and now we're going to have that terminated and of course we go and change the color to the pink like this and here we have the wrong measure so let's get the total terminated like this but make sure to select the same color right so it is our dark color and we have to create a new percentage for the terminated so click okay for now and we can go and test it as you can see the total hired is not working so let's go and fix it we're going to go over here to the total hired with the percentage and duplicate it and we're going to go and edit it to Total terminated so here instead of hired it's going to be total terminated divided by total total terminated like this so let's go and hit okay and let's go and grab the total terminated to the tool tip and let's go and edit it so we have to go and insert it and remove the hired okay like this so now we have a nice percentage as well in our tool tip so let's go and test it as well in the dashboard it looks nice all right so now let's go to the Departments this is going to be interesting so let's go to the sheets now what we're going to do we're going to go to the tool Tab and insert our templates so now what is the main Dimension over here it is the department so let's go and insert it and remove the higher date now here depends where our Mouse is we're going to get either the hired or the terminated employees so we cannot have it like this as a static we're going to go and insert the status over here so now it's going to be dynamic so let's go and make it bold and make sure that we having the right color so it's going to be the dark gray and I think we can leave it like this let's go and test so let's go to operation over here so as you can see we have operation that the total number of hired employees but the percentage is not working now let's go to the terminated employees and as you can see it is dynamic and change to terminated employees so so far it is working but we have to go and fix the percentage and that's because we don't have it in the chart so drop it on the tool tip and let's go and check it's still not working I think we have to go and insert it again so let's go and insert it and remove the old one all right so let's go and hit okay and test so now it is working all right so now here the best practices as well if your dimension in your chart having hierarchy so as you can see here we have departments and job title we can go and add the dimension that is next in the hierarchy as a tool tip so we can go and build a special chart for the job title and include it in the tool tab this is really amazing technique in order to quickly drill down to the next Dimension without changing the whole dashboard so let's go and do that it's very simple what we're going to do we're going to go and duplicate the Departments so let's go and do that and now let's go and give it the name of the job titles so now what we're going to do we're going to go and replace the Departments with the job title so let's go and do that and now I would say we're going to go and reduce it little bit so we don't need the status at all as a color so let's go remove it but we still have to go and sort the data which is now not correct so let's go and sort and then we're going to go with the field descending and of course go and select the correct field which is the total hired since we are using it in the charts so let's it okay now about the coloring I would like to go and highlight only the top maybe let's say two jobs so in order to do that let's go and create a new calculated field let's call it top two and the function is very simple so we're going to have the rank function and then what we are ranking we are ranking the total HED so the total HED if this is smaller or equal to two then it's going to be true otherwise it going to be false so let's go and call it rank top two hit okay and now with that we have a new dimension let's go and grab it to the colors and now as you can see we are now highlighting the top two and of course we have to go and change the coloring for that so if it is false it's going to be the gray and if it's is true it's going to be the green so that's it let's hit okay and of course go and remove the legend and I would like to see the labels at the end of the bar so instead of Center let's have it to the right side and let's go and change the color to the gray color so we're going to have our gray like this all right so now the next with that we're going to go and add the whole chart inside the tool tip of the Departments so let's go back to our departments and Tool tip so now what you're going to do let's have a new line let's call it total by job titles so now we have to make sure that the coloring is okay so we're going to use this gray and the job titles is going to be our dark gray and only the job title is bold like this and now the next step that we're going to go and add our charts so let's go and do that go to insert to sheets and then we're going to go and add the job titles from here okay so let's set okay and check the results so now if you Mouse hover over here for example here for the department sales we're going to find a list of the top departments by the number of employees but it doesn't really look good and that's because we are using the entire view so as you can see it's really big so what you're going to do we going to go back to the job titles and replace the entire View to standard and let's go and test it again okay so as you can see they look really nice all right so now what we can do we can go and add a separator between the two infos of the total number of employees and the charts so let's go back to the tool tip and let's add a separator like for example the underscore like this and let's color it with a green and have a new line let's go and hit okay and test so as you can see now we have a nice separator between those two infos we can go and increase it a little bit more maybe like this and check nice now let's go back to our dashboard and check the results so now as you can see we have a really nice tool tip for the Departments where we have like a drill down to the jobs all right so now let's go back again I would like to go and copy the whole thing for the next charts so let's go back to the dashboard and now we're going to go to the location so let's go inside it so now the question here do we have hierarchy well yes the location is hierarchy so we have the HQ and branch and then after that we have the state and then City so of course we can go and organize our data sets like this let's go and get the location on top of the states so we have it like herar key so now we're going to do the same things we're going to go to the tool TP and let's add the whole informations so now instead of departments we're going to have the location so let's go and drop that here we don't have a status for the employees so we're going to go and remove it and this time we're going to have a chart for the states so total by States and of course we have to go and create now the chart for the states so now let's go and hit okay okay and check the results so it is currently working but we have to go and create States so let's go to the job titles over here and let's go and duplicate it and let's give it the name of States and it's pretty easy so we're going to go and get the state instead of the job title and as usual we're going to go and sort it so let's go and sort by the field our field is the total hired like this and it is descending so let's go back to the location over here and insert our new charts new line let's go and insert the states over here so hit okay and now of course for the HQ we have only one state it doesn't make any sense but if you go to the branches we can have here a really nice ranking of the states so let's go and copy the whole thing for the next charts so make sure we don't have any spaces so let's check as well the dashboards and we Mouse over over here and as well to the branches it looks perfect I would like to go and make it smaller now we're going to go and do the same things for our map so let's go to the tool tip change everything so now we don't have location we have state so let's remove it and I'm going to remove as well the percentage and now what is the next dimension of the hierarchy after the states we have the city so let's go and make it like this total by cities and of course we have to go and create the cities so we go to States we can do the same things we're going to rename it cities and we're going to take the city instead of the states and of course we have to go and sort it manual now it is filled and we're going to have it as total hired okay perfect let's go and close it so let's go to the map and add it to our tool tip so sheets cities let's it okay and test so now as you can see we have a cities inside the tool tip it is really nice report inside the tool tip but here we have like maximum of three cities of each state right the top two doesn't really make sense let's have Tob one so let's go and duplicate it we're going to have the same logic instead of two we're going to have one and the top one let's go back to the cities and we're going to go and replace it with the new one and of course we have to change the colors the false going to be gray the true going to be green let's go and hit okay perfect now let's go and test actually on our dashboard and let's Mouse over now we have one highlighted city as a top city which looks really nice so with that we have all the tool tips on the left side and we have as well embedded charts inside our tool tips all right everyone we have to be committed and to keep adding tool tips to everything so there is no slacking let's go now to the gender and this time here it is a little bit tricky now we cannot go and add one style of the tool tip for everything because here we have two different different types of charts which is divided by the status and the Inner Circle where it's not divided by anything so we have to go and add the to tip searly let's start first with the Inner Circle so what do we have here we have the total HED but as percentage let's go and add as well the absolute number to the tool tip and let's go now inside it so we're going to go and have our templates we don't have any other charts so there is no hierarchies now instead of location we're going to go and add the gender so let's remove it and now that the total number of we can go and add the word or the dynamic of the gender okay so that's it let's go and test now it is working so the total number of male employees and here we have the total number of female employees perfect so it is working now let's go and copy the new template and let's go to the Outer Circle so do we have everything not yet let's go and get the total HED as well to the tool tip and let's go inside it now be careful don't delete everything because here it's little bit tricky so let's just add it so what do we have the total number of gender but let's add as well the status before it so the status gender employees and we're going to go and add the colors as usual so now here it's a little bit tricky you can see here we have the percentage total hired and as well percentage total hired with two and that's because we have different types of table calculations I'm going to go and take the second one and put it in our new tool tip and with that we are done let's go and delete them everything before and let's go and test it so hit okay now let's go to the female over here so the total number of hired female and now we have the correct percentage and let's go to the terminated females which is as well correct we can test as well the male so it is perfect we are done everything is fine let's go back to our dashboard everything is working now let's go and copy our template maybe from the Departments just to have it like this for the next charts now we the next chart is is the heat map let's go inside it so in the heat map we have almost everything but we don't have the percentage so let's get the percentage to the tool tip all right and let's go inside it replace everything with our templat we don't need a chart and as well we don't need a status but here we have two Dimensions so we're going to go and add both of them so we have let's say the age group and as well we have the education level let's go and drop the department and that's it so just add here another space like this I'm just going to copy it for next time and let's check so now we can see here it is working perfectly but I would like to go and add something before the numbers of the age so let's have an age double points like this so it's more clear which numbers we are talking about all right let's go back to our chart and it looks really nice now let's go to the next one to the education level and here we add the same thing so the total percentage tool tip remove everything we're going to have it like this and I think we are done so let's check so I will leave it like this and as well we don't have any hierarchy let's go back to our charts and it's nice now let's go to the age groups now here the age groups we can see that it is an hierarchy because we have the age groups and the ages so I would say let's go and add a new chart and we're going to go and Ed it so for example let's go to the stage duplicate it let's have an age maybe put it near the age groups and now we need the age as a dimension instead of the states but of course it is a measure so we have to go and convert it to Dimension and as well to discrete and let's remove the state and now we have to go and sort it but this time we're going to go and sort it by itself so the age so as you can see we can leave it like this since it makes more sense and I would say we're going to go and remove the index and now as well we are highlighting the highest age so this makes more sense so I'm happy with that I would like to get the template from the Department again so let's go back to the age groups and and what you are missing here we can go and add the percentage to the tool tip and let's go inside let's do it like this and instead of Department we have the age group the total number of employees without status and then the total by age and we're going to go and insert our new sheet so insert sheet and age I hope it's working let's go and test it perfect so here we have everything below 25 and here we have 10 years of each like a group so it is working perfectly let's go to the chart and check it looks really nice so let's keep going to the next one we have again a heat map so let's go to the tool TP do we have everything we have here only percentages so what I'm going to do I'm going to take the total HED and put it in the tool tip just to make sure that we have it and here as well we have to be careful we have different types of percentages because here we have different table calculations so I will just go and add our templates we don't have to go and have anything listed so the two Dimensions is the educational level and let's have a pipe space and let's have the performance rating like this we don't have status so now we have the total heart which is correct but the percentage we have to pick the correct one which is this one total higher a performance rating so let's go and add it and remove all other stuff so let's go and try it we have Bachelor and good and then the total number of employees then the percentage which is correct all right we go back to the dashboards and it looks nice two charts to go let's go inside the education and gender let's go to the tool TP and we're going to have our template like this so this time we have the education level and as well the gender so let's go and add the gender pipe between it and we don't have the performance rating so this time we don't have the total number employees we are talking about the average salary and we have to go and add the average salary itself so it's pretty simple let's go and remove all other things that we don't need so that's it I would just copy it and hit Okay so let's go and test here we have a female Bachelor and the average salary and here we have the male bachelor and we have as well the average salary of this group so that's it it's pretty simple right all right to the last chart age and salary so here we we have a hierarchy but it is the last member of the hierarchy so it makes no sense to have the department so that's why we will not have any charts so let's go and add our template all right so let's go and get rid of all those informations and we're going to have like sentence like the following the average salary of and then we're going to go and add the job title then we can to have an is and make sure that we have the job title using the color dark gray bold and then let's said another sentence about the age and the average age of this rle is and we're going to go and add the average age so we have to be careful with our coloring and so on so it's going to be this gray and let's have at the end a point so let's hit okay so now we have the average salary of the operation manager is and the average age of this R is but we have decimals on the age so what we're going to do we're going to take the age to the tool tip and we're going to go have it as an average and we're going to format it so let's have it as a number custom and remove all decimals so let's go and test again perfect so we don't have any decimals on the average age in the tool TP perfect let's go to our dashboard and have a small test so perfect everything is working and we have now everywhere a professional tool tip I know it was long one but we have a lot of charts in this dashboard okay so now moving on to the next step we're going to go and add Legends and filter now talking about the Legends if you check our dashboard we need only one legend for the colors so in order to do that we need now a text which is floating so make sure to switch it to floating and take a text and drop it somewhere now for those shapes I'm going to leave it in the descriptions you can go and copy and paste it of course you can go and color those shapes and now we have here the hired let's go and have it as gray and as well the terminated as gray and we're going to go with the size of let's go with the seven so now we have it as a floating object and we're going to go and place it somewhere like like this or we're going to move it little bit to the right side we can go and reape it smaller just to have it like this okay looks nice all right so that's all for the legend now to the second toic we have the filters we have two types of filters the action filters where we can add it on the dashboard in order to have some Dynamic and the second filter we have the quick filters so let's start with the first one the action filters we're going to go and add it to our charts it's very simple so click for example the Departments and switch it to a filter now we go to the locations we do the same thing to our map to the pie charts we have it as a filter maybe for the heat map only the heat map itself the same thing for the other heat map so we make it as a filter the Scatter Plots and as well the purple charts that's it we have added filters everywhere as an action filter but it would be nice if we give a hint for the users that they can click on the charts in order to filter the data so let's add this simple notes and we're going to add it to the titles so let's go to the demographics over here let's have a pipe and let's tell the user click to filter like this but of course let's make it very small since it is not that important so first of all I'm going to change the color to the dark gray and then remove the bolds and let's go something like eight or even let's go with a seven like this so let's go and copy it for the next section I think it looks nice right so let's go for the income add it as well and the same thing for the overview let's go and add it but here I'm not really happy about the active employees so I'm going to go and have some bading on the top in order to have some separations so let's go and do that let's make it something like around 10 all right so that's all for the action filters now let's go to the quick filters in our charts we don't have anywhere any quick filter so let's go and Define it I'm going to go to that departments over here and here we have a legend let's go remove it so now we can go and add the following filters for example the status of the employe it is nice information so let's grab the status and put it on the filters and yes we're going to select everything so hit okay now let's go and grab as well the location make sure to click on all so you don't lose any data and then okay let's have the gender informations as well it's nice information to be filtered and as well I would say the higher date but I would go with the years so click on the ears next and make sure to select everything and okay so now instead of going to each sheet and adding those filters it's going to be really boring job what you're going to do we're going to go and share those filters to all worksheets so in order to do that we go to the status and then we go to apply to worksheets and we're going to say all using this data source so let's go and do that the same thing for the next one and for all those filters so now if you go to any other sheets you will see we have the ex exact set of filters so we just shared the same filter on all the worksheets okay so now let's go back to our dashboard and start using those filters so let's go to the dashboard and now we need as well floating object and that is horizontal container so let's go and drop it somewhere over here and we have to go and color it so go to the layout and let's have the dark all right something like this and let's go and start finding the filters it doesn't matter which sheet you're going to go so for example let's go over here then click on the small Arrow then we go to the filters and let's go select them one by one so let's go with the gender first it dropped somewhere over here so let's go and place it in our new container I would go with all those filters as a drop- down list so we're going to go over here drop down multiple values and as well let's go and customize it by removing the all values because it's only two values and it makes no sense to have two values all right so now what we're going to do we're going to go and change the font color so let's go to this small arrow and and then format filter and set controls so now for the title I'm going to leave it as it is but I'm going to change the alignment to Center but for the body we need a new color so let's go to our colors the light gray and hit okay so with that we can see the values very clearly now let's go and keep adding our filters let's go to the next one so what do we have we have the status so as you can see now it's going to jump immediately near it we going to change it as well to drop down and we're going to go and remove all values so let's keep adding stuff so our filters location remove all and make it as drop- down list now to the last value it's going to be the filter of the Year same thing so let's go and make it drop down since we have a lot of values I'm going to leave the all now I will change the title instead of year of higher date it's here very hard to see so I'm going to have it as only higher dates okay and now what we're going to do we're going to go to the whole container of the filters and we're going to make it distributed evenly so like this and what we're going to do we're going to go and close this and let's go to the inner ping let's just slightly increase it maybe to two that's enough so let's go and make it a little bit smaller we have to fit it now with the header informations but I think we don't have enough spaces on the header so select the whole container and let's go to the height and increase it slightly maybe to 70 let's select again the container and we going to go and increase the width to something maybe like this so now of course we can go and test stuff for example only the male and you can see the whole dashboard going to change only for the male and only female the locations or let's say only terminated so as you can see everything is filtered out the hired and as well for the locations so you can see everything is working perfectly so now what we're going to do we're going to give the users the ability to either show or hide the filters so it's very simple if we go to the whole container again where we have the filters and now let's go to this small arrow and then let's add show and hide button now on the right side we have here a very small icon that we can use it around because it is floating so let's see how this works let's go in the presentation modus and let's go click on the icon and as you can see everything disappeared and then click on it again again we will have the filters so as you can see we can show and hide the filters which is really nice thing so with that we are done with the filters and the Legends all right everyone now we're going to move to the next step where we have a fun one we're going to go and add a logo and icons to our dashboard so what we're going to do we're going to focus now on the navi container here on the left side and we're going to add a lot of stuff inside it so let's go to the nav container so if you go to the layout make sure to select the nav container and this time I'm going to go and increase the width little bit so instead of 100 I will go with 110 so let's hit okay but now here we have an issue with the lines so what we're going to do we're going to select the overview and we're going to move it a little bit to the right perfect so now we don't have any issues in the dashboard let's go back to our container so now the first thing that we can add is an image for the logo so let's go and do DOS we're going to take an image drop it on top of the container and let's go to the download folder and there we have icons and images and here we have logo for our dashboard so select it and we're going to go to the options over here always make it fit image and Center image so that it let's go and it okay so now we have a nice logo for our dashboard now below it we're going to have another vertical container where we going to put all the icons that we need in order to navigate export and so on so let's go to the vertical container and drop it exactly below our logo now let's go back to our layout and check stuff so we're going to go and remove all those planks below it we don't need it and now one more thing let's go to the spacing over here to the inner back in and I would like that all our icons having like a 10 everywhere all right so now let's go and add our icons inside these containers so the first thing that we need like an icos in order to navigate between the overview and as well the other dashboard that we're going to create later the details list so now in order to switch between those two dashboards we can to have two icons here on the left side which make it easier for the users to navigate between dashboards so let's go and do that what do we need we need here an object called navigation and let's go and drop it in our new container now as you can see the logo is jumping a lot so let's go and fix it we're can to have a fix height and let's go with the height around like 55 so that it doesn't jump all time now we have our new navigations let's make sure that we remove all the badding so we don't need all those stuff and now we need a nice icon for it so let's go and edit the button so if the users clicks on this what going to happen we're going to go and navigate to our current dashboard so that is the HR summary and it's going to be an image instead of text so let's go and choose our image it's going to be this one dashboard summary active so let's go and select it and that's it for now apply and okay okay so that's it for now let's go and fix the height and we will edit that later okay so next we need another Navigator in order to navigate to the second dashboard so let's drag and drop it exactly below the first icon so make sure that in the layout you have all the icons below the container icons so let's go and configure it we're going to go and remove the bad completely and then we're going to go and edit it of course it's going to point to none since we still don't have the dashboard we're going to do that later so leave it as none but we're going to go and change the image so let's go and choose it it's going to be this one the inactive one so let's go and say okay and that's well okay so now if you check it it's going to stay like grayed out and that's because it's not pointing to anything so don't worry about the design of that so this is the first blocks of icons in order to navigate between the dashboards now in the next section we're going to go and add an info for the whole dashboard in order to add more context to our dashboard so the users can understand where the data come from so maybe we can add a small guideline about the dashboards maybe few statements about the data source and maybe who designed it so we're can to have like a block of text inside our dashboard in order to show more info for the users so how we going to do that all those information is going to be inside a container and this container going to be visible only if the user click on the icon so let's see how we can do that we need now a container but this time we're going to go and switch it to floating container and let's go and get a vertical container and just drop it here in the middle so now we're going to go and change the background color to something like this and now let's go and configure the height it's going to be the whole dashboard so 800 and of course it starts from the zero and now for the rest we're going to do it with the mouse so we're going to have it something like this exactly at the border of the na'vi and for the whole dashboard maybe like this and what I'm going to do I'm going to go and rename it so let's go and rename it to info container and then okay and I'm going to go and move it maybe on top of the whole dashboard for now and now let's go and add a few planks inside this container so click on blank and switch it to til so let's move it here in the middle so this is the first one let's have a text below it so make sure you drop it correctly so here it is the text of the info for now let's make it maybe white like this and okay so now we have it over here let's just make it a little bit bigger and then we can go and add a blank below the text so let's go and check the layout so we have blank text and blank now let's go and change the background color of the text so we're going to go over here and let's take this one the black one so now with that we have a container and we're going to add of course later informations about our dashboards but I would like now to have the icon in order to control this container so let's go over here so let's add our button so it's going to go and drop somewhere because it is floating I just found it over here and now what we're going to do we're going to change it from floating and we're going to make it like tilt so it dropped somewhere over here but we don't need it there we're going to go and put it in our new container for the icons great so now let's go and test it let's go to the presentation and if I click on the icon it going to disappear and if I show it we're going to have that container so now let's go and configure this container so where is our container it is over here I'm going to go and put it again on the top so now as you can see once the container click on the icon we are hiding all the informations but we don't want that we want to have like blur effects so we can still see the background but it's not that important because now we have to read the text it's really nice effect in order to shift the focus of the users to what we need so let's go and select the whole container so info container and let's go and reduce the oppacity to to something around maybe 60 so now as you can see we have like blur effect right and we need the same thing for our text over here so let's go but I will go first and remove the badding so we're going to go now to the opacity and reduce it to something maybe 270 okay so looks really nice now we're going to go and edit the text of our info so let just make it bigger so now let's start with a welcome message so welcome and then we're going to go and insert the full name name of the user so if you go over here to the insert we can go and insert the full name of the Tableau user and of course we can go and add the username but it's more friendly to have the full name so let's go and do that now about the coloring I'm going to go and color the welcome and make it bold so let's go and choose our green so this is the first block now to the second block I would like to go and add for the users like tips and instructions so for example we have done a lot of work about the tool tip so we can say for the user hover over the chart to see more information and we can go and highlight one of those words for example about the hover and make it green now we can go and add another instruction about the action filter so let's have a new lines so we can go and highlight for example the filter like this now what else we can do we can tell the user about the filter on the top right so we have here the quick filters and we can tell the users about it so we can say click the Switch icon on the top right right corner to open the filter menu and we can go and highlight the filter menu all right so of course you can go and add more stuff as you wish now let's go to the next section we're going to tell the users about the data that we are showing in this dashboard so we can tell the user okay this HR dashboard uses a data set generated using sh and Faker Library like this and we can go and highlight those two important informations and the last thing I can go and tell something about me so I am the author so I'm going to go and add my name and don't forget to highlight all right so it looks nice we can go and add like a separator between those informations for example let's have some underscores like this and we can go and change the color to green and I'm going to copy it and just add it between those informations so we're going to have it as well on the top all right so now let's go and test it it looks nice right so now let's go and add a few spacing on top and on the button so let's go and test it again so if the user close it it's going to disappear and if the user click on it we're going to see those nice informations you can go and add anything you want maybe links to your profile or to your LinkedIn or to anything and now don't worry about the name here I'm seeing now the PC name but once you publish it to Tableau public the user is going to see their full name all right so that's all for the text of our info icon but we have to go and change the icon design itself so I have something prepared as well for that so let's go and edit the button so here we have two options item shown and item hidden and for that we need two icons so the item shown when it is active we going to go and choose an image for that and this going to be the info shown let's go and select it and the item hidden we're going to have the gray one so the hidden all right let's go and apply it now of course we can go and test it quickly now it is active so the user is seeing the informations and once the user like deactivate it or hide it it's going to go as gray so everything is working perfect all right so that's all for this icon now to the next set of icons it's going to be about exporting the dashboard it's really simple let's go to the dashboard over here and we're going to go and grab the download button so let's go and drop bit below the info and as usual we're going to go and remove the padding and let's go and configure this button so now if the users click on this icon they're going to go and Download a pdf of our dashboard and instead of text we're going to go with the image so let's go and pick our image we have here one for the PDF so that's it apply and okay let's add another one for the image so drop it below it and we're going to go and edit it so this time it's not going to be a PDF it's going to be an image and the icon for that we have a very similar one for the image so that's it okay great so now to the last set of icons it's going to be about the social media so now I'm going to go and add the profiles that I think it's suitable for me so let's go and do that they're going to be an image object so let's go and drop the first one so now for the first icon I'm going to go and add the YouTube channel or the tutorial that you are seeing now it's going to be nice if you add it to your dashboard as well so let's go and choose the YouTube icon so now next we're going to say okay fit image and Center image and we're going to go and add the link of the YouTube channel or the video so let's go and hit okay so now we have this icon for the YouTube let's go and add another one for example for LinkedIn so let's drop it over here and here we have an icon for LinkedIn it is over here all right so fit and center and of course you can go and add your LinkedIn profile so I'm going to go and add mine all right like this and we can go and make sure that everything is inside the container so everything looks correct now let's go and add the last one it's going to be for our Tableau public profile so let's drop it below it and here I have an image for Tableau let's go and select it fit and center and then we're going to go and add the Tableau public profile so this is mine let's go and hit okay and make sure that the layout don't have any padding so it should be zero as well for the link in and for the YouTube okay so we have now all the IC on the left side but they are not organized at all so now we have to go and do some pixel organizing so how we're going to do that as you can see we have now sections of the icons we have the navigation the export info and the connect so what we're going to do we're going to go and add a blocker between all those sections so let's go and get a blank on the top first and we're going to have all those planks with a fixed height so let's fix it and make it we can go with the 60 all right so now we have a distance between the logo and those two Navigators now let's go and add another one another blank between The Navigators and the info it's going to be as well a fixed height and a 60 and the same thing for the next set so between the info and the exports we're going to have as well a blank and 60 and now to the last blank it's going to be between the exports and the Social Links so fixed height and we're going to have it as a 60 all right so now we have like spacing between all those icons now the next that we're going to go and add a small text and like divider for each section so let's go and grab a text and put it on top of the info now we're going to make it centralized and we're going to say this is an info and for the size we're going to go with the seven it should be really small and make sure that we are selecting our dark gray like this so it's very small let's it okay all right so now the next thing that we're going to go and add a small separator between the icon and the info so let's go and configure this very mini separator let's take this gray from here and we're going to go and change the opacity to 60 like this and then we're going to go to the outer padding let's make it five and let's go and fix the height something around 11 all right so now as you can see we have a small text and below it we have a divider we're going to go and do the same stuff for each section so drop a text make it to the center and this section is the export section and make sure it is seven so as you can see now we have like a nice separator and we have a text on top of this icon let's go and do the same stuff for each section so we're going to go and grab a text for the export make it centralized this is the exports and the size should be seven like this and the color should be our gray color make sure to select it and then okay and we should fix the height so it going to be fixed did the height 20 let's go and add a blank below it so we're going to go and configure it as well we have the gray 60 let's make it as five and we fix the height and we're going to have 11 all right to the last group so text we make it centralized follow let's take it as a gray and a seven okay let's it okay and the separator don't forget about it so layout we have five gray and 60 like this and fixed height and we can have it as 11 all right so let's go and have it as presentation so now it looks nice right we have separation between those groups now the next that we're going to go and control the size of all those icons so let's do that so for those two icons we're going to go and make sure it's fixed and the height going to be 38 the same thing for the next one fix height and 38 so now the next of that as you can see the icons are on top of each others we're going to go and add a very small blank between those two and we're going to have a fixed height and the height should be 10 so we have small separation between it let's go to the information icon make sure it's fixed height and the height going to be 30 all right so now let's go to the info icon make sure we don't have any badding again and we're going to have it as a fixed height and then edit the height to 30 so make sure to do it in the same sequence you remove the badding and then you edit the height if you do it the way around you will get different sizing so let's go to the next one make sure we don't have any padding so let's go and fix the height and make it 38 now let's go to the next one we're going to do the same thing fix the height and edit the height going to be 38 Ag and I'm going to go as well and add a separator between those two icons so let's go and get a blank and just put it between them and fix height this going to be a 10 so as you can see I'm just following the same patterns in order to have the same size now let's go to the last group of icons and we're going to go to the YouTube channel so fix height and for this one I'm going to go with the 25 so let's check the layout we don't have any badding the same thing for the LinkedIn so for this we're going to fix the height and we're going to have the height of 30 and the final one it's going to be as well fixed height and the 30 now let's check I think we have to go and add a blank between all those icons so a blank between those two and edit Heights the planks are always thin and one more blank between LinkedIn and Tableau fixed height and blank of 10 all right so let's check again with the presentation models they look really nice so let's go back so now we have to make sure that all those sticks are the same I think with the follow we didn't make it as fixed height so let's make it a 20 so now if you check the Navigator we still have some empty spaces that's why we're going to go and push a little bit on those planks so let's go to the first blank and make it 80 and to the second one we can make it as well 80 and then the last one we do the last push so I think I'm really happy with the results and of course you can go and test the icons so again the info is working we can go and Export as PDF as a file and here you can go and check your links all right so with that we are done with the left side with the na'vi now we can go and add a nice icon for the quick filters so let's go and do that we're going to go to the icon over here and then edit it so now we need two icons as it is active so it's going to be this one over here and once it is inactive we're going to have the gray one so let's go and check that so now it looks really nice let's move it a little bit to the bottom over here something like this so now we're going to go and put a filter text on top of it so that the users know this is a filter so we going need a text but make sure it is floating so drop it somewhere here and to the middle so filter and let's go and choose a light gray like this and make it smaller and put it exactly on the top of our new filter switch something like this maybe little bit below now it looks really nice let's go and test it if I go and hit the image it's going to go and hide the whole container it's really nice so it grayed out and if it's active it's going to be green all right friends so we are done with the sumar view we have now fantastic dashboard it was a long journey but it worth it now in the next step we have a second requirement in order to build a dashboard for the employee details and this time it's going to be quicker because only the first dashboard going to be time consuming and after that everything going to be faster so as usual let's go and understand the requirement in order to build the charts okay so now let's check the second section of the user story and the requirements so here we have the employee records view so it says that we have to provide a list of all employees with necessary information such a name Department position gender age education and salary and another point in the requirements about the interactivities that users should be able to filter the list based on the available columns so here we don't have to build any visualizations or charts or anything we have to provide only a list of all employees with important informations and on top of it we need filters so it sounds very simple let's check how we can build list in Tableau so let's start immediately building the charts here we have two methods either we're going to go and build a simpol list where we have a simple table in Tableau where we're going to go and add for example let's say the employee ID we're going to go add locations like as you see we are adding just Dimensions side by side so of course we can say this is the detailed list of the employees and the job is done so I cannot go and put in each cell like two informations underneath each others or I cannot go and add icons and so on so it is nice quick way but it is very limited and now the other method is that we're going to go and use some tricks in order to customize the list it is time consuming but the end result is really nice in Tableau so since it Advanced projects I'm going to go with Advanced Techniques so now what we're going to do we're going to leave the employee ID as a starter and make sure we are selecting here standard and not entire view otherwise you're going to have all the employees in one view this will not work so make it standard let's go and remove the header and now of course I'm going to go and change the design of our worksheet so let's go somewhere here and save formats and we're going to go to the shading and let's make it black of course we're going to change that later once we have everything in the dashboard so what do we see here first we have the IDS of the employees let's go and hide the header as well and we're going to have the coloring of this Dimension going to be our light gray so let's change that okay so now this is the only Dimension that we're going to use as a row and the rest everything going to be as columns and we're going to do the following trick so we're going to go over here and say average and minus 1.0 like this so now as we learned this format is going to add a Place holder for a shape for a visual so now for the chart type we're going to go with the shapes so now we have here as the shapes so now here we have like circles everywhere this is our placeholder I'm going to go and change as well the format of our grid so what do we need with the lines I'm going to go and make sure everything is none just to make sure that we don't have anything and then we're going to go to the columns remove the grid and we're going to go and add a fine line as a row but I'm going to go and make it really dark okay so now it looks nice let's go and hide as well the header informations all right so now the First Column going to hold all the informations about the demographics so what we need we need the first name and the last name since it is the most Basics about each employee so now we have the first name and the last name separated what I'm going to do I'm going to go and create a new calculated field I'm going to call it full name but now I'm going to go and merge both of them like concat both of those informations so we have the first name and then we're going to have the plus and then space between the first name and the last name and we're going to get the last name inside our calculation all right so with that we have the full name so we have it as a new field let's go and drop it on the labels over here so now as you can see we have the full names of the employees now for the shape let's go and add the gender so we're going to go and have the gender shape over here we cannot see it yet because of the colors so let's add it as well to the coloring so now we have the same shapes that we have used in the income analyzis now what else you want to add is for example the age let's go and drop the age as well to the label and the last information about the demography we're going to have the education level so let's drop it as well to the labels so now as you can see we have a lot of informations that is not really nice and like there is a lot of overlapping so we have to go and format it let's go first to the labels and we're going to go inside it in order to customize those informations everything going to be to the left side as alignment and then we're going to have the age and education side by side and split it by a pipe and now about the style the first row is going to be bold and using the light dark or gray and the second row it will not be bold but we're going to go and use our dark gray so this is going to be our style for all columns let's go and hit okay so now as you can see it looks nice right so we have the full name and below it we have few more informations about the employee but still as you can see the alignment between the informations and the ID is not correct so what you're going to do we going to go to one of those rows and just slightly increase the size until it fits the screen so I'm going to go and make it as well and I'm going to go with one more increase all right so with that as you can see one row holds all the informations there is no overlapping and you keep doing that until you don't have any overlapping between the employees so as you can see it looks already very nice compared to having a list so now on the right side we have those Legends let's go and remove them we don't need it all right so now we're going to go to the second column and as well it's going to be a bunch of informations so what we're going to do we're just going to copy it so hold control and just drop it side by side so now as you can see we have like two columns now I'm going to go and as well format the grid where we're going to go to the grid over here to the columns and we're going to remove the column divider and as well I'm going to go and remove the rows so let's go to the rows I remove it so it looks more clean so what we're going to do with the column let's go and add the whole dimension of the department and the job titles so make sure to select the correct one so the first one is for the demographics and the second one going to be for the Departments and jobs so let's go and remove everything from it so now we're going to go and drop those informations let's get the job title first to the label it's more important the department and then the second one going to be the department and as usual we're going to go and design it so everything to the left the first row going to be bold and light gray and the second row going to be a dark gray and not bold so that's it let's hit okay so as you can see it looks really nice now the question is do we have an icon for the Departments and jobs well I don't have anyone so that's why I'm going to go and hide it if you have one you can go and edit so what I'm going to do we're going to go to the size and reduce it completely but we still have a fine dots we have to hide it by the opacity so now if I remove it like this you will not find it anymore so this is the trick and it looks really nice now let's go and add another column it's going to be about this time the dimension location so same things let's go and switch to it I'm going to go and add the location as a color this time and then the city in the label so we're going to get both of them as a label so now let's go immediately and start formatting so both goes to the left side I wish to have first the city than the states so as usual the first one going to be the lights Bold and the second one going to be the dark one all right so now let's have a look everything looks nice I'm going to go and change the design of the shapes it's going to be filled Circle and it's a little bit thak so I'm going to go and reduce the size of this one so if it is HQ it's going to be green if it's gray it's going to be Branch so as you can see it's not that complicated right it's easy so let's add another information I think now we can go and add the salary but sadly we cannot go and add anything else to the salary so we have to go and use it alone so let's go and add the salary to the labels and here we have those numbers I would like to format it so let's go and format the numbers so let's go to numbers and then we're going to go to the number custom reduce the decimals and as a prefix let's add the dollar sign all right so the number looks nice let's go to the label and design it so here we have the informations from the brid previous one we don't need it we have only the accelery and since it's the first row we're going to make it light gray so since it's in the first row it's going to be the light gray and as well bold so let's it okay and for now I don't have any shapes for that that's why we're going to go and reduce the size and make the opacity to zero now to the next column what we're going to have we're going to have the status of the employee the higher date and the termination date so the status of the employee we're going to make it as a color so thus we have the gray and the green and we're going to make the circle as a fill Circle reduce the size something like this now I would like to add it as well to the label so now what we need we need the higher date as well to the label and as well the terminate date but here we have it as a year I would like to have the exact date so we're going to go and switch it to exact date and then to discrete the same thing for the terminate date to exact date and then to discrete all right now we have all informations let's go inside and start configuring it so now we have here the status higher date and termin date let's go everything to the left side and we're going to put the terminate dates and then minus between them then that term dates and we're going to go and design it as usual so and the below one going to be the dark one okay let's H okay and check now we can see in the output we have the higher date and let's see a terminated employee so as you can see we have here a terminated date side by side all right so now the last column is going to be interesting we're going to have a bar chart indicating the length of the higher so we're going to go and calculate in years the duration of the employment let's go and create a new calculated field we're going to call it the length of hire so here we have two calculations if the employee is hired and not terminated we're going to go and calculate the years between today and the higher date so let's go and do that we're going to need an F statement and then we're going to check whether the employee is hired or not using the following logic as usual is null so we are checking the terminate dates if it is null then the employee is not yet terminated so what going to happen we're going to calculate the differences between today and the higher date so date diff and we're going to have a year I'm going to go and add it as a new row so what you are calculating between the higher date and today so this is the formula for the employees that are not terminated and now we're going to have otherwise else we're going to have the date diff and now not between today and the higher date it's going to be between the higher date and the terminated dates so going to be the same thing year higher date and terminated date it's very simple let's go and end it let's hit okay so now we have a new measure and I would like to go and test this first so remember the first sheets where we test stuff here so I'm going to remove a few stuff we need the higher dates the terminate dates and our new nice column so I'm going to show it as discret now of course depend on the year that you are doing the tutorial you might get different results so now as you can see here we have 6 years 2 years two years and so on and since here we have determination date we have here a zero all right so everything is working let's go back to our detailed list all right so now we need a new column but this time we will not use the place folder because we have already a measure so we have already the length of higher let's drag and drop it side by side and now we have to go and configure the chart type it will not be a shape let's go and use the bar so now we have here a bar in our charts I'm going to go and reduce the size of it maybe more okay so now let's go and add content to those bars so let's start with the status I'm going to put it on the colors and we need as well the label so we're going to take as well the length of higher to the label and now let's go and edit it so let's go inside so we don't need all those informations we have here the number of years so let's go and make it Bold And as well change the color type to light gray and after that we're going to have ears like this and maybe not as bold so that's it let's go and hit okay okay so now we have like years at the end of the bars but what we can do we can go and change the alignments complete left and in the center all right so now let's go and check the results so as you can see in the list we have the two colors so here for example we have one year of termination as well here so the legend is working now as you can see things might be very tight what I'm going to do I'm going to go and change the size of all those sticks so let's go to all and then let's go to label and then to the font and let's make it eight instead of nine so with that we're going to have B spacing between the those columns so now the next step is that I'm going to go and remove all those informations here the AES so let's go and remove show header and we are done now we have a really nice list for the employees so again this is the one that is time consuming but as you can see we have nice bars we have a lot of icons and we have multiple informations in one column it is little bit confusing at the start on how to build it but once you understand it you can go and make amazing lists and of course having a simple list as well is fine all right so now we're going to plan the up for the second dashboard and this one going to be really easy and we have the same title but at the end we're going to swap it with the details now in the middle we're going to have only one section called the employee list and here we have only one type of charts we have a list so we're going to have multiple rows and multiple columns and informations in each cell now of course if you have a detailed list it would be nice if we can filter the list so that's why we're going to put on top of each column an option for the users in order to filter the informations that we can see inside the cells so at the end as you can see it's very simple we have only one list and on top of it we have filters so that's it for the dashboard mup as you can see it's really easy let's move to the second mockup where we going to plan the containers back to Dro now I have a screenshot of our new mockup and I copied a lot of stuff from the previous design so now let's dive in and see how we going to do it so we're going to focus on the black box in the middle so what do we have here we have a title then filters and a list so we need a vertical container for that let's go and do it so this is the main vertical container like this and now what do we need we need a title so first it start with one title so it's going to be as well to the left side I'm going to make it like this so now what do we have below it we have now like different filters side by side so we need horizontal containers so below it we're going to have horizontal container like this and let's remove it and inside it we can have multiple filters so it's going to be filter so they all going to be side by side of course they are way more details as what I'm showing you now and we're going to talk about it later here we are talking about the rough design about the containers and now what do we have below the filters we have our chart the list so it's going to be only one object without any container so below it we will have a big list like this that's it now let's go and focus what we're going to have inside the filter now I just took a copy of a filter and let's design the container for this so as you can see it's like something below each others so we need a vertical container for the whole filter like this okay and now inside it we're going to have like a title and side by side with an icon so for that we're going to go and get a horizontal container so inside it going to be like a horizontal container like this we're going to have an a title for the filter and side by side with a very small green icon all right so now to the next one what do we have we have like filters underneath each others and that's why we're going to go with a vertical container for the filters so it's going to be like this and inside it we're going to have multiple small filters so filter one and another one below it so this is the design of each of those filters that we have on top of the list all right guys so with us we have a rough plan for the container structure and as well for the dashboard itself so now let's go back to Tableau in order to build our dashboard all right so now we're going to go and create the dashboard for the detail list but this time we will not do it from the scratch we're going to go and duplicate the whole work that we have done and only do few adjustment for the new dashboard it's going to be timeconsuming only for the first dashboard but once you have it then you can go and duplicate it for the rest so let's go and do that we're going to go and duplicate this dashboard and we're going to go and rename it to HR details so now the first step of that we're going to go and prepare the containers as usual so let's go and make this bigger and let's go to the layout so now of course we are not going to change the navi container we're going to go work with the content here in the middle so let's go to the whole dashboard over here here and drill down so it's going to be the na'vi and here we have the header and charts it's fine let's go inside it so now we have here the header it's going to stay as it is but this container going to be dropped completely so right click on it and remove well yes so what is left over here is this Legend so I'm just going to take it and put it here on top maybe later we're going to use it so now let's focus on creating the content here in the middle so what do we need we need first a vertical container so let's drag and drop it exactly below the title and then as usual we're going to go and drop some blanks so this is the first blank and then the second blank we can go of course and Mark it if you want so the whole thing going to be with the border the orange one so now we can go and as well rename it filters and list then okay so now for the filter we need one horizontal container so let's go and drop it here on top and of course we're going to go and add some blanks inside it so this is the first blank oh we have it somewhere here then the right plank in order to have it as fixed so select the whole thing and we're going to mark it with a blue container and now what is below the filters it's going to be our list right so let's go to the dashboards and we're going to go and grab the details so let's drop it beneath the filters let's go back to the layout and check it so as you can see we have the filters and the details now we can go and remove the blanks we don't need it anymore so by looking to the chart we can go and remove the title so this is the main containers for this dashboard now what we going to do we're going to go inside the filters container and we're going to build one container for each group of columns in order to have the filters for it so now for the first two groups of the columns I'm going to do it step by step slowly but for the rest I'm going to speed up the video so now let's start with the first container for the employee ID so what do we need we need a container of course it going to be vertical container and then inside it we have two blocks and make sure to have it below it exactly so this is our container let's make it a little bit bigger and we can go of course and Mark it in order to see the borders going to be this one and orange and we're going to go and rename it like this so employee ID filter now what do we need inside this is two horizontal containers so the first one going to be for the title of the filter so we're going to have immediately a text inside it let's call it employee ID so let's take it to the middle change the color to light gray and maybe make it as a 10 for now so hit okay so now the next we need a second container but this one going to be a vertical one exactly below it so let's go as well and add few planks inside it just to make sure that we have it as a vertical container so let's go and rename stuff this going to be the title and below it we're going to have it as a filters and of course we can go and add the borders in order to see everything and let's go remove those Place holders so remove the blank and as well the blank so now the next of that we're going to go and add a button for the second container to be used or to be added on the first container so let me show you what I mean make sure to select the filters right click on it and add show hide button so now we have here a small button over here we have to go and remove the floating from it so it lands somewhere here so now drag it and put it side by side with the title and let's go and make the whole thing a little bit smaller and now in order to understand what I mean with this button we're going to go and add a filter inside the second container so what we're going to do we're going to go to our list and to the small arrow and then let's go to filters and let's grab employee ID so now as you can see our filter now inside the container filters it's very important to make sure that everything is correct in the correct container so let's go and T out so now why do we have this buttom check this out if I click on it we don't see any filters so we are hiding the filters and if we click on it again we can see the filters so that's why we have to have this icon outside of the container in order to control the visibility of this container so this btom is controlling whether we are showing the filters or not now let's make the design little bit better so let's go inside it and this time we're going to go to the bottom so let's go and edit it so if it is shown I have an image for that it's going to be this Arrow the Green Arrow so let's go and select it and if it is hidden then we have the gray one like this so let's go and hit okay so now we have to make sure that the whole container of the title is fixed so as you can see it fixed height which is correct so now let's go and test it so as you can see now the arrow is inactive but once I click on it it's going to be inactive and it has really nice effect all right so now we need to fix something if you see here I'm hiding the filter but there's a lot of wasted space right so what we're going to do we're going to make things more Dynamic and flexible so if I'm not showing any filters this space should be used for the list right so currently we are wasting a lot of space so let's see how we can fix that so let's go back to our dashboard so now the first step that we have to make sure that our list is flexible so let's go to this small Arrow over here and we have to make sure there is nothing selected here so fixed height is not selected which is correct now the next step we're going to go to The Container filter over here so select the whole thing and make sure this as well without a fixed height so go over here you can see it is fixed height so let's go and remove it so now as you can see Tableau did use the whole Space so now it's more variable and dynamic so now one more thing that I would like to do is to go to the filters and remove all those planks so remove this one and this one as well so let's go and test again now we are using the whole Space because we are not showing any filters but once I click on the button what going to happen I'm going to use this space in order to show the filter so this is very Dynamic and looks really nice all right so that's all for the first filter let's go and make everything smaller and I'm going to go and do the same stuff for the second filter so here we have bunch of informations we have around like four informations so we need four filters for that now we're going to go and do the same stuff so we need a vertical container side by side let's go and add a few planks inside it oh it is this very small one going to go and select it and and maybe as well change the color of that so like this it's still small so make it bigger all right so the first container inside is going to be the horizontal container and I'm going to go and add for that the text so this one going to be the demographics going to be in the middle and light gray and as well let's make it 10 for now so hit okay and then the next step we're going to go and add another container and this time it's going to be the vertical container below it and here we're going to have a lot of filters so let's go again to our list so the first thing we need that full name it's dropped over here so let's go and drop it where we want and we're going to change it to a drop down list all right so now the next of that we need to go and get the gender filter so let's go and get it now we have it over here so drag and drop it exactly below the full name all right so I'm going to go and remove this this plank otherwise it's going to go and confuse us so remove it from dashboard and as well the second one all right so now it's fine let's go and edit the gender it's going to be a drop- down list all right now the next one we need the age I'm going to say let's go and get the age group so let's go to filters we don't have it yet because we don't have it in the list so we have to go inside the worksheet and let's go to all and drop the age group somewhere in the details here then we should be able to find it so let's check again to filters and now we have the age group and of course we can to have it on the first filter let's go and drop it exactly below the others so make sure always that you are dropping everything inside this vertical container let going to rename them as well it's going to be the filters and the above one it is the title and the main one is the demo graphic filters all right so let's go back to our filter make a drop down list and we need the last one it's going to be the education level so we're going to have it as well here drop it exactly below the others and drop down list great so now the next step do we're going to go to the filters and add a button for that so let's go and do it add a button so we have it over here change it from floating to tilt so we have it over here let's drop it side by side to the title it's not working so so we'll drop it somewhere here maybe first and then take it near the title great now let's select the whole container make it smaller and we're going to go and work with the icon so let's use the green as shown and the hidden should be the gray and we can go of course and test it so now close it oh and show it we have to go and fix the height in order to not have this strange effects so so fix the height and now we will not have it so hide it and show it all right so now what we're going to do we're going to go and fix the design of those two filters and we're going to follow the same design for all other filters so let's see how we can do that first of all I'm going to go and give a background color for the whole section so let's go and check the whole section it is filter and list so let's go to the background over here and pick the black one and now the next step I'm going to go and remove the background color of the worksheet so let's go to the format and then to the shading and remove the worksheet color so now let's go step by step for those two filters first I'm going to go and switch the title and the icon I would like to have the icon to the left the same thing over here and now the next step those icons are really big so let's go and give it a fix width and then let's have a value like 25 the same thing over here so fix and 25 all right so now the next step of that I'm going to go and work with those titles so let's move it to the left and make it smaller to the nine the same thing here instead of employee ID let's have only ID we don't have a lot of space make it nine and to the left side all right now the next step is we're going to go and work with the coloring so let's go to one of those filters then to format filter and set control now for the title we're going to make it smaller to eight and with the color it's going to be the dark color now for the body it's going to be a Z8 but this time the color going to be the light gray so it seems the title did change again that's strange let's go and change it back to the dark gray and test so the color of the values are okay and the titles are darker nice great now the next step we're going to go and place the filter exactly on the top of the column itself so let's go and do that select the whole container and let's press it to be exactly on top of the IDS something like this and the same thing here let's move it and maybe around here but we still have a divider between them let's go and check the layout so we're going to have it always like this a filter and then a divider between it so let's call it divider so how we're going to sty the divider it's going to be as usual the dark gray now let's go to the outer bding make everything as a zero change the width to one so we have it very thin and then we're going to go and add an outer padding to the left and right let's have something around like maybe six to the left and six to the right so we have like a small separation between them and of course the last step we're going to go and remove all those borders so we are done with that we have here as well a border and the same thing for the next filter we have here a border and now we can see we have a still space between the filters and the list so we can go and select the whole thing just to make sure that we are selecting it and let's just shift it to the education level all right so now by checking the divider doesn't look good so let's go back to divider and have as well on the top 10 and below that as well 10 so let's check again the design all right so we are done with the first two filters we have to go and repeat the same stuff for all other columns so now what's going to happen I'm going to go and speed up the video as I'm creating all those filters [Music] [Music] [Music] [Music] [Music] for [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] that was a lot of filters inside our dashboard now let's go and test it so we have all those filters we can go and hide all those filters as well but we still have an issue it is not anymore flexible so I think we have still a fixed height let's go and fix that so let's go and select the whole container it was the filter containers and it should not be fixed yeah here is the issue so let's go and remove it and let's go and test again so we open the first filter the second third and we are almost there we still have here a lot of wasted space so let's go and check the containers and it should not be fixed so we have it as fixed so let's remove it the first one is it's not fixed so it's fine second one remove the fixed and here as well it's not fixed fine so and the last one great so let's go and do the final test so if we close everything the list should be bigger so now let's go and add spacing inside our dashboard so let's go and do that and we're going to go and remove all those borders so let's go and select the whole container filters and list and we're going to go and remove the border so now as you can see at the bottom we don't have any spacing so we have to go and add an outer padding so let's remove the two we need only 20 at the button so great now we have a space on the right side it looks good and as well on the top now it looks good so now let's go and add an inner spacing and it's going to be the number seven for all sides great so let's go and remove the blue container here so we don't need the border and let's go and expand everything again to see whether we have any borders oh we don't have any border colors great let's go and close it now we' like to go and add a title for this list so let's go and grab a text and carefully put it on top of the current container so we're going to say employee list and then a pipe and then we're going to tell the users to click on the arrows so click arrows for filter options so now we have to go and change the coloring this going to be light gray a bold and it should be 14 for the size and for the rest it's going to be a dark gray and let's go with an eight all right looks fine now let's go and add a spacing between those three sections so we have a title we have the filters and the list so let's start with the employee I'm going to go and add a bading at the button around like maybe 10 okay looks nice now let's go for the group of filters so select the whole container and let's go with the badding to the bottom around 10 okay so with that we have like spacing between all those objects and it looks way better so now the next step we're going to talk about the Legends I'm not going to use any Legends in this charts and let's go and remove it as well we didn't need any filters since we have enough filters so let's go and remove it as well and as well this icon okay so with that we are done with the main part of our dashboard now we're going to go and check our navigation and the title of course we have forgot about the title so instead of overview it is details and let's go and change the size of this world to 16 and maybe something darker so I'm going to go and change it to something like this yeah it looks way nicer than before I'm going to go and take the number of the color and we have of course to change that for the first dashboard so let's go over here make it 16 and as well change the color with the same color like it's little bit darker and it looks way nicer all right so now in the left side we have an easy job what we're going to do we're going to go to the first icon and make it deactivated so let's go and edit the button and now instead of active we have to have it as a deactive or inactive okay so now as you can see it is inactive and for the first button we're going to go and make it active so this is going to be the green table and of course now we can go and map it so we have this dashboard let's go and map it to the details all right so it looks really nice let's go back to the first dashboard and of course we have to do the same mapping so let's go and edit the button and we going to map it to our new dashboard details okay now I would like to go and add one more nice thing in order to indicate that this icon is active so I'm going to go to the dashboard to the floating and let's grab a plank so click on the plank and let's go and pick the background color of the green color and now we're going to go and decrease the size of this to be a small indicator like this maybe so and we're going to move it over here so I'm going to say let's make it like the height 40 and place it exactly near the icon yeah maybe something like this okay so now let's go and check the dashboard I'm going to go and reduce the width of that so let's make it thinner maybe like this so with that we have like small indicator that this icon is active so let's go and do the same thing for the second dashboard so we're going to grab as well again a blank and we're going to make the color of that green so the width is going to be six and the height going to be 140 and now we're going to go and place it exactly near the active icon something like this all right so let's go and check the design it looks really nice so let's have a final look to our dashboard here we have a nice filter in the main dashboard here we have this nice information we can go and download stuff we can go and follow and the whole dashboard is interactive and now if the users want to go and click on the second dashboard all what they have to do is to go and click on this icon and we are now on the detail list about the employes and everything here is very interactive so let's go and hide all those informations and it looks wonderful all right friends so now we have a bonus section where we're going to go and customize a background image for the layout of our new dashboard and that's going to make the overall design of our dashboard look really cool and professional at this time we're going to use another tool in order to create the layouts we're going to go and use figma so what is figma figma is a design tool that is used by many UI and ux designers in order to create concepts mockups for the user interfaces and it is amazing tool in order to share your work with the others in order to work and collaborate at a team you can find the link to my work with the other links in the project materials and of course don't worry about the cost there is a free plan for starters so now we will not do a deep dive into how to use figma I will just show you how I usually use it for Tableau so let's go okay so now we're going to start with empty file and we're going to put a screenshot from our Dash dasboard now the next step that we need a frame so let's go and get a frame exactly on top of our dashboard and now we can go and hide the image now we need a color for our dashboard so it's going to be something maybe like this or let's increase it a little bit so now what we're going to do we're going to go and add lightning from the corners so in order to do that we're going to take the shape of circle or ellipse and going to make it like this and maybe a little bit bigger and to the back let's go and change the color of this and something here like in the middle and then we're going to go and add an effect in order to have like a glue so we're going to have a blur and we're going to go and change the value to something around 1500 so now if you check we have like a glue or like light that comes from this corner now let's go and add the same in the other Corner going to do it like here so now let's go and increase the size of this one something like this so we need more lightning comes from the right side and still we have it to have it like bigger so and one more darker okay all right so with that we have a background next we're going to go and add the background colors of each sections so we need again our image and now we have to go and zoom in now what we need we need a rectangle and we have to be very careful that we meet the exact edges of our dashboards so let's get it like this and I'm going to go and reduce the opacity to something around 50 just to see the Border so yeah nice now we're going to go and increase it to 100 and we need now the color of complete Black and now what we're going to do we're going to go and use the gradient instead of the solid so let's go and do this and now we're going to go and work with the lower value so we have to decrease it like this maybe a little bit more so like this so now the next step we're going to go and add a corner for our container maybe 20 great so now let's go and repeat the same things for the other con containers so we're going to have it for the overview maybe reduce again the opacity to see the borders so like this and here and as well it's going to meet the same borders okay so now let's go and copy this to the second section so increase it like this and we have to meet the edges perfect let's go and do the same for the last section something like this and now we are done we have to go and increase theity to 100 everywhere and of course we're going to go and remove the background so we are almost there what we're going to do we're going to go and change the coloring of each of those containers so let's go to the linear and maybe we going to go and take the lower level like outside and this here so it's going to go a little bit darker so to the next one as well to the linear we're going to have it like somewhere here and the low value going to be outside so now what I'm going to do I'm going to take those eclipse and put it somewhere like here and let's keep working on those coloring so let's move to the next one to the linear let's move this somewhere here and check the colors so we can put it like this and to the last one Mo it like this here and I'm going to have it here like rotated great so now let's have a look it looks very nice okay so now I'm going to go and add our second dashboard over here and make sure to place it exactly on top of our dashboard so let's move it here and let's close some of those informations I'm going to have only the navi so now we need one more for the list so let's go and do this zoom in a little bit all right right decrease the opacity to see through decrease the opacity to see through so 40 and let's go and meet the borders yes okay so that's it we're going to go and increase again the opacity to 100 now for the filling we're going to do something like this and the low value going to be let's little bit outside all right so that's it now we have to go and Export those background images so we're going to do it like this for the first dashboard what do we need we need the na'vi and we need those two and we have to go and hide all the images so that's it click on the container and we have here the option of exporting so let's go and Export it and now we have to go and Export again for the second dashboard so we're going to go and hide those informations we need this and that set let's go and Export again all right so now back to T we're going to first remove all the background colors of each containers before adding the background image so let's go and do that let's start with the whole dashboard we're going to remove it and then we're going to go and select the na'vi remove it as well so none and to the overview none to the next one it's none and to the last one it's none so with that we don't have any background color for the containers but you still see here gray and that comes from the default color of the dashboard so if you go to the format dashboard you can see we have it as a default and this is nice if you go into the presentation models you're going to have everything as gray so we're going to leave it as it is and now we're going to go and add the background image so we're going to have it as a floating image to the middle make sure it is fit and center and then choose we're going to go with the background summary and okay so now next we're going to go and change the size to our dashboard size and then the position to be zero and of course now we are not seeing anything from the content and that's because the order of the floating objects so now as you can see it is on top so let's go and move it to the background and with that we see the background image of our dashboard so I think it's really nice now let's go and do the same things for the next dashboard so we're going to do the same things the whole dashboards going to be removed the na'vi going to be as well removed and the list going be removed so with that we don't have any background Colors Let's go and add our floating image for the background so Center fit and we're going to have our image and okay same things the size the height and the position to be zero now of course you are not seeing anything we have to go and sort the floating objects it's going to be as a background all right so that say I'm really happy about the results let's go and go to the presentation model so guys what do you think we have an amazing dashboard and this is the power of using the background image for your dashboards so we have more way options to add Shadows rounded edges like here and some lightning so let's go and switch it as you can see it looks amazing all right my friends if you're still here congrats we have just completed the Tableau projects from the scratch from the requirements until having this amazing dashboard and with that you have experienced all the faces of the tablet projects that I usually do in my real world projects so friends I cannot really stress enough how it's important to take time planning the projects before rushing into building the charts and the dashboards without having a clear plan for the projects things can lead to chaos so take your time planning it step by step and of course feel free to share your projects in any platform that you prefer like use it as portfolio for your tblo public profile or as well in LinkedIn and it would be nice of you if you share and mention my channel to spread the knowledge so if you like this project and you want me to make more content like this please support the channel by subscribing liking and commenting this really helps with the YouTube algorithm and as well it helps me to reach the others and of course don't be stranger you can connect and follow me in LinkedIn so my friends nothing left to say beside thank you so much for watching the tutorial and I will see you in the next video bye [Music]