Tutorial on Building Interactive Dashboard in Tableau (Part 2)

Overview

• Focus on creating visualizations on individual sheets in Tableau.
• Visualizations will be used to build a dashboard.

Creating Visualizations

Sheet 1: Revenue by Year

1. Objective: View total revenues annually.
2. Steps:
   • Drag Sales Revenues to the Rows shelf.
   • Drag Period Ending Date to the Columns shelf.
   • Default visualization: Line graph.
   • Format:
     • Click the "T" icon to show total sales revenues.
   • Rename the sheet to "Revenue by Year."

Sheet 2: Total Sales by Quarter and Year

1. Objective: Gain insights into data trends quarterly.
2. Steps:
   • Drag Sales Revenues and Period Ending Date to the Rows shelf.
   • Utilize "Show Me" for visualization types.
   • Drag Period Ending Date into the Columns shelf, select "Quarter."
   • Format:
     • Arrange graph in descending order for recent years.
     • Show sales amount by clicking the "T" icon.
     • Add color by dragging Sales Revenue onto the Marks card over "Color."
   • Insights:
     • Range: Lowest sales at ~$12M, highest at ~$24M.

Sheet 3: Revenue by Category

1. Objective: Understand revenue distribution among categories.
2. Steps:
   • Drag Sales Revenues to Rows shelf and Category to Columns shelf.
   • Switch to "Packed Bubbles" graph for visual clarity.
   • Format:
     • Drag Sales Revenue over to Marks card over "Label."
   • Insights:
     • View total sales for each category over three years.

Sheet 4: Sales by Product Line

1. Objective: Evaluate sales by product line.
2. Steps:
   • Default bar graph visualization.
   • Switch to "Tree Map" for relative size representation.
   • Format:
     • Label boxes with product line names.
     • Colors indicate sales volume.
   • Hovers show total sales per product line.

Sheet 5: Top Customer in Sales

1. Objective: Identify top customers by sales.
2. Steps:
   • Drag Sales Revenue to Columns and Customer Name to Rows.
   • Sort in descending order.
   • Create a "Top 10" list:
     • Use "Filters" - Top tab to select Top 10 by sales revenue.
   • Format:
     • Show total sales dollars using the "T" icon.
     • Add color gradient to display sales range.

Sheet 6: Sales by Division

1. Objective: Evaluate sales across divisions.
2. Steps:
   • Drag Period Ending Date and Sales Revenues to Columns.
   • Add Division to Rows.
   • Format using the "T" icon and color.

Creating a Map Chart

1. Objective: Visually display sales by division on a map.
2. Steps:
   • Change Division to "Geographic Role" (Country/Region).
   • Default bar graph, switch to "World Map" view.
   • Adjust display:
     • Hide unnecessary elements.
     • Correct location errors (e.g., Korea to South Korea).
     • Resize view for better clarity.

Next Steps

• Next tutorial (Part 3) will focus on building and making the dashboard interactive.

Additional Information

• Narrated by Dr. Jennifer Canis.

End of Part 2 Tutorial.