Building a Tableau Dashboard

  • You can select “tile” vs. “floating”, which allows you to customize your dashboard to contain a more organized, clean view (tile) or adjust sizes of different workbooks to any configuration you want (floating)
  • Filters can be applied to only one specific notebook, or to all workbooks containing the data source. If you choose to apply filter to all the workbooks, the entire dashboard will adjust when a filter is selected. Pretty cool!
  • ‘Actions’ are a major component of dashboards. There are a few types — filter, highlights, URLs. If you select a filter action, in our example say you selected the worksheet with the map of the USA as the source sheet, and the other worksheets as the target sheets, selecting one state would automatically filter the other sheets to contain only relevant information for that state. Here is an example:

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Adina Steinman

Adina Steinman

Data Science Student at Flatiron School