Podcast
Questions and Answers
When creating a new dashboard in Tableau, what is the suggested first step after clicking the icon to create a new dashboard?
When creating a new dashboard in Tableau, what is the suggested first step after clicking the icon to create a new dashboard?
- Showing the dashboard title.
- Naming the dashboard. (correct)
- Adding a Segment filter.
- Selecting a device preview size.
Which Tableau feature allows the creation of a sequential, guided walkthrough of an analysis?
Which Tableau feature allows the creation of a sequential, guided walkthrough of an analysis?
- Dashboard
- Story (correct)
- Filter
- Worksheet
Why might the 'Automatic' setting be unsuitable when configuring dashboard options?
Why might the 'Automatic' setting be unsuitable when configuring dashboard options?
- It is incompatible with Desktop and Laptop settings.
- It does not allow for adding filters.
- It causes floating legends to move unpredictably upon screen resizing. (correct)
- It prevents the use of legends.
When is it appropriate to set dashboard to Desktop in Tableau?
When is it appropriate to set dashboard to Desktop in Tableau?
After selecting 'Apply to Worksheets' on a filter, which option ensures the filter affects all worksheets using the same data source?
After selecting 'Apply to Worksheets' on a filter, which option ensures the filter affects all worksheets using the same data source?
How can you make changes to a filter to update an entire dashboard in Tableau?
How can you make changes to a filter to update an entire dashboard in Tableau?
In Tableau, what is the purpose of the 'use as a filter' icon on a worksheet?
In Tableau, what is the purpose of the 'use as a filter' icon on a worksheet?
In Tableau dashboards, what does the 'Float' option enable you to do with objects like legends?
In Tableau dashboards, what does the 'Float' option enable you to do with objects like legends?
When creating a dashboard, is it possible to use worksheets themselves as filters?
When creating a dashboard, is it possible to use worksheets themselves as filters?
What is the purpose of creating a 'Story' in Tableau?
What is the purpose of creating a 'Story' in Tableau?
Before populating a new dashboard in Tableau, what is the purpose of adding a Segment filter to the Scatterplot worksheet and showing the filter?
Before populating a new dashboard in Tableau, what is the purpose of adding a Segment filter to the Scatterplot worksheet and showing the filter?
How do you apply a filter to multiple worksheets at once?
How do you apply a filter to multiple worksheets at once?
What does selecting the 'use as a filter' icon on the Histogram allow one to do?
What does selecting the 'use as a filter' icon on the Histogram allow one to do?
What action is performed by pressing shift and dragging the Profit color legend in Tableau while creating a dashboard?
What action is performed by pressing shift and dragging the Profit color legend in Tableau while creating a dashboard?
In Tableau, what is the direct outcome of clicking the 'New Story' icon?
In Tableau, what is the direct outcome of clicking the 'New Story' icon?
In Tableau, how do you configure a filter to apply across all worksheets that use a specific data source?
In Tableau, how do you configure a filter to apply across all worksheets that use a specific data source?
When constructing a dashboard in Tableau, what is the purpose of initially setting it to 'Desktop'?
When constructing a dashboard in Tableau, what is the purpose of initially setting it to 'Desktop'?
What is the benefit of using a 'single-value drop down' for a Segment filter in Tableau?
What is the benefit of using a 'single-value drop down' for a Segment filter in Tableau?
One has created the 'Initial Superstore Analysis' dashboard, but later realizes they have worksheets with related data that could enhance the dashboard. What Tableau functionality can be used to walk a viewer through the insights?
One has created the 'Initial Superstore Analysis' dashboard, but later realizes they have worksheets with related data that could enhance the dashboard. What Tableau functionality can be used to walk a viewer through the insights?
When do the Tableau creator have to be careful when selecting Automatic as a Dashboard option?
When do the Tableau creator have to be careful when selecting Automatic as a Dashboard option?
Flashcards
What is a Tableau dashboard?
What is a Tableau dashboard?
A Tableau dashboard is a collection of several worksheets and supporting information shown in a single place so you can compare and monitor a variety of data simultaneously.
What is a Tableau story?
What is a Tableau story?
A Tableau story conveys a sequence of visualizations, working together to communicate information. You can create stories to tell a data narrative, provide context, and demonstrate how decisions relate to outcomes.
How to create a new dashboard?
How to create a new dashboard?
To create a multi-worksheet dashboard, click the new dashboard icon at the bottom of the workbook.
Why name your dashboard?
Why name your dashboard?
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How do you apply a filter to an entire dashboard?
How do you apply a filter to an entire dashboard?
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How to use a worksheet as a filter?
How to use a worksheet as a filter?
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Study Notes
- This guides covers creating dashboards and stories in Tableau
Creating a Basic Dashboard
- Click the icon to create a new dashboard.
- Name the dashboard Initial Superstore Analysis.
- Go to the Dashboard drop-down menu and select Show Title.
- Consider the Dashboard options in the lower-left before starting.
- Desktop is the default setting, while Laptop is also a good choice.
- "Automatic” is okay sometimes, but not when floating legends are needed.
- Floating legends will move as the screen resizes in Automatic setting.
- Add a Segment filter to the Scatterplot worksheet and show the filter before populating the dashboard.
- Drag in the Histogram object.
- Float the Profit color legend over the Bar Chart by pressing shift and dragging.
- Float the Segment color legend over the Scatterplot.
- Set the Segment filter to a single-value drop down.
- Changes to the Segment filter only affect the worksheet it's tied to.
- The Segment filter menu has an Apply to Worksheets option to update the entire dashboard using the same data source.
- It is recommended to make a couple of segment selections to demonstrate how the change applies to the entire dashboard and finish with "All" categories selected.
- Tableau can also use the worksheets themselves as filters.
- Select the 'use as a filter' icon on the Histogram next to the drop-down arrow.
Creating a Story
- Create a story by clicking the New Story icon.
- Demonstrate how sheets or dashboards can be dragged in and captions written.
- Stories develop a sequential walk through of an analysis.
- The current Tableau file may not be ideal for creating a Story because of a number of unrelated analyses.
- Stories are powerful and simple.
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