---
# System prepended metadata

title: Tableau Lecture 8

---

---
title: Lecture Agenda
description: 
duration: 5400
card_type: cue_card
---

## Tableau Lecture 8: Advanced Charts, Dashboard & Tableau Capstone Intro

#### Agenda
* Creating Dashboard
* Dashboard Objects
    * Horizontal and Vertical containers
    * URL object
* Actions in dashboard
    *  Parameter and Set action
* Stories
* Increase the efficiency of the dashboard (asked in interviews)
* Advanced charts
    * Box and Whiskers plot
    * Bullet chart

Dataset : [sample superstore](https://docs.google.com/spreadsheets/d/1Dim0dtvQBWWvrqRRxTt0WLAI6VOJs_oe/edit#gid=2115366062)

---
title: Introduction to Dashboards
description: 
duration: 5400
card_type: cue_card
---

### Introduction to Dashboards

* A dashboard is a collection of several views, letting you compare a variety of data simultaneously. 
* For example, if you have a set of views that you review every day, you can create a dashboard that displays all the views at once, rather than navigate to separate worksheets.
* Like worksheets, you access dashboards from tabs at the bottom of a workbook. 
* Data in sheets and dashboards is connected; when you modify a sheet, any dashboards containing it change, and vice versa.

#### The Dashboard Interface

The dashboard interface is similar to the worksheet workspace in many ways. 
1. A list of worksheets that have not been hidden and which are sorted according to the order in which they are arranged in your workbook.
2. Containers and objects that can be dragged onto your dashboard to increase the integrity of the design.
3. A controller for new objects.
4. A hierarchy of dashboard objects that can be used for navigation.
5. A controller for the dashboard size.
6. The canvas where you will compose the dashboard.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/046/932/original/dash.png?1694106696 height=300 width=300>

#### Building a Dashboard
Demo : https://www.tableau.com/learn/tutorials/on-demand/getting-started-part9?playlist=391099

---
title: Dashboard Objects
description: 
duration: 5400
card_type: cue_card
---

### Dashboard Objects

* Tableau Public has several different layout objects that you can add to your dashboard to control the composition.
* Containers allow you to essentially group dashboard objects together
* Show/Hide container buttons within dashboards help to declutter the view and make it easier to understand the data.(demo added)

**Demo:**
* Using the sample superstore data create a visualisation (map type) showing statewise sales. 
* In another worksheet, drop Region and state to rows shelf and drop sales to labels in marks card.
* Create a new dashboard. Set size to automatic.
* Select Tiled

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/046/976/original/size_2.png?1694152851 height=300 width=300>

* Drop both Sheet 1 and Sheet 2 on the canvas.
* Two containers have been created. Open the menu of a container from its top-right and select 'Add show/hide button.'
* Right click on the button and choose the sheet.
* Alt + Click on the button will show or hide the container

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/046/974/original/sh_button.png?1694152568 height=400 width=700>

\
The following objects can be added to your dashboard
(demo of each has been added below)
* **Horizontal layout containers**: You can drag worksheets that you want next to each other into these containers. It has a Dark blue border

* **Vertical layout containers**: You can drag other objects and worksheets that you want to stack from top to bottom into these containers. It has a Dark blue border

* **Text objects** [Give as Homework]: These can be used to add titles and calls to action. Though you can't add field tokens to text objects, you can add parameter tokens, which will be discussed in depth in the next chapter. 

* **Images** [Give as Homework]: You can use these to browse logos or branding elements that add richness to your dashboard. You can also use images as links to web pages, since each image can have a URL attribute.

* **Web page objects**: These can be used to add content from the Internet. You can even create dynamic content.

* **Blank objects** [Give as Homework]: These objects can be used to control space. Blank containers are transparent. So, the background colors that you are using will show through them.

* **Extension** [Give as Homework] : Extensions let you add unique features to dashboards or directly integrate them with applications outside Tableau. Adding extensions is easy; you incorporate them into dashboard layouts just like other dashboard objects. Extensions expand dashboard functionality with the help of web applications created by third-party developers.

* **Navigation Object** [Give as Homework]-let your audience navigate from one dashboard to another, or to other sheets or stories 

### Dashboard Objects Demonstrations
Creating 3 sheets that will be used to explain the all concept.

\
**Sheet 1: Monthly sales for each year**

Steps:
* Drag order date to columns shelf
* From its dropdown select 'month with year'
* Drop sales on rows shelf
* Rename sheet to Monthly sales for each year

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/046/978/original/msey.png?1694153594 height=400 width=700>

\
**Sheet 2: Summary Table**

Steps:
* Drag measure names to columns shelf
* Drag measure values to text on marks card
* From measure values card, remove CNT(Orders), SUM(Discount) and SUM(Quantity)
* In measure values card, reorder sales to above profit.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/046/998/original/sp.png?1694155642 height=400 width=700>

* Drop Order Id to details in marks card, change its measure to count distinct.
* Drag CNTD(Order ID) to measure values card
* Drop Customer Name of text in marks card and change its measure to count distict
* Drag CNTD(Customer Name) to measure values card
* Change Fit to 'Entire View'
* Right click on the header in the sheet and uncheck 'Show Header' option.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/003/original/entire.png?1694156414 height=400 width=700>

* Drag measure names to text in marks card
* Double click on text in marks card, open the dialog box.
* Select Measure Values, change size to 16. Click ok.
* Change sheet name to 'summary table'

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/006/original/size_16.png?1694156825 height=400 width=700>

\
**Sheet 3: Subcategory wise sales**

Steps
* Drag sub-category to rows
* Drag sales to columns
* Rename sheet to sub-category wise sales.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/010/original/subcat.png?1694157151 height=400 width=700>

### Creating a Dashboard using the Horizontal container

* Create a new dashboard tab, select tiled.
* From objects, drag horizontal to the canvas.
* Drag the 1st sheet to roughly the centre of the canvas.
* Drag the 2nd sheet to the right end, then drag the 3rd sheet to the right end.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/125/original/mid_3.png?1694179876 height=400 width=700>

* Go to layout tab in the left pane.
* In Item Hierarchy, click on Horizontal.
* From the top left corner of the blue box (horizontal container) that shows, open the menu and select distribute contents evenly.
* Select the third sheet and cange fit to entire view.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/124/original/equally.png?1694179261 height=400 width=700>

### Creating a Dashboard using the Vertical container

* Create a new dashboard and drag 'vertical' from 'objects' to the canvas
* Set size to automatic
* Drag 1st sheet to roughly the centre of the canvas.
* Drag 2nd and 3rd sheets to the bottom, be careful not to drop them outside the vertical container.
* Go to layout, click on 'vertical' in item hierarchy section.
* Open the menu from top left corner of the vertical container, select Distribute Content Evenly

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/127/original/v3.png?1694180666 height=400 width=700>

### Image object
Using image object we are using a floating container.
* Click on floating, drag image from objects to the canvas.
* In the box, choose an image, click OK.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/485/original/img_obj.png?1694360478 height=400 width=700>

Position the image as needed.

### Web Page object
Click on tiled, drag 'web page' from objects to the bottom of the canvas. Enter the url, say 'www.scaler.com'.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/490/original/wb_oj.png?1694360664 height=400 width=700>

---
title: Interactive Dashboards with actions
description: 
duration: 5400
card_type: cue_card
---

### Interactive Dashboards with actions

To make your visuals interactive in Tableau is to use a series of actions : 
* [**Filter action**](https://help.tableau.com/current/pro/desktop/en-us/actions_filter.htm) - Use the data from one view to filter data in another to help guide analysis
* [**Highlight action**](https://help.tableau.com/current/pro/desktop/en-us/actions_highlight_advanced.htm) - Call attention to marks of interest by coloring specific marks and dimming all others.
* [**Go to URL action**](https://help.tableau.com/current/pro/desktop/en-us/actions_url.htm) - Create hyperlinks to external resources, such as a web page, file, or another Tableau worksheet.
* **Go to sheet action** - Simplify navigation to other worksheets, dashboards, or stories.

**Instructor Note** 
1. Instructor can give this as homework with links provided above.
1. Demo for all action types is added.
1. Actions covered in Lecture-2 were shown for Worksheets here, we are using them in Dashboards.

### Parameter action and Set values (should be covered in class)
* **Change Parameter action** - Let users change parameter values by directly interacting with marks on a viz.
* **Change Set values** - Let users change the values in a set by directly interacting with marks on a viz.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/181/original/actio.png?1694199006 height=300 width=400>

### Change parameter action demonstration

Using parameter action to choose chart type - [video link](https://youtu.be/2plhzaXODSQ?t=232)

To use custom icons download the icons that you want and save it in this location - `\Documents\My Tableau Repository\Shapes`

**Icons**

Bar chart icon
<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/129/original/bar.png?1694182602 height=50 width=50>

Line chart icon-
<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/130/original/line.png?1694182666 height=50 width=50>

Map icon
<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/131/original/map.png?1694182711 height=50 width=50>

### Change set values demonstration

Display what proportion did each region contributed to total monthly sales for each year using set action.

Steps:
1. Displaying total sales for each region.

    * Drop sales on rows shelf
    * Drop region on columns shelf
    * Rename sheet to sales by region

    <img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/168/original/sb.png?1694194221 height=400 width=700>

2. Displaying monthly sales data for each year.

    * Drag Order Date to columns shelf
    * Click on the small plus to get quarters
    * Open Quarter(Order Date) dropdown and select month (without year)
    * Drag sales to rows
    * Rename the sheet to 'monthly sales for each year'

    <img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/169/original/monty.png?1694194658 height=400 width=700>

3. Creating an empty set for region field.
    * Open the sales by region worksheet
    * Go to region in data panel, open its dropdown, go to Create > Set
    * In the dialog box, click ok.

    <img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/171/original/ese.png?1694195114 height=400 width=700>

4. Adding newly created set to the time series graph and nothing is present in this set currently hence everything is in gray color.
    * Go to 'monthly sales for each year' sheet, drop region set on color in marks card.
    * Open the In/Out(Region) dropdown from the marks card, click on Sort.
    * Click on Descending, then click on ascending, close the dialog box. 

    Here we are doing sorting the result of it will be visible in the final dashboard such that the selected region values will be displayed at the bottom rather than on top.

    <img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/173/original/aluc.png?1694195862 height=400 width=700>

5. Creating a Dashboard

    * Create a new dashboard
    * Drag sales by region to the canvas
    * Drag monthly sales for each year to the right of the canvas
    * Set size to automatic

    <img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/174/original/2_dash.png?1694196149 height=400 width=700>

6. Creating Set action in Dashboard and solving the business problem

    * In Dashboard menu (from menu bar) click on Actions...
    * Click on Add Action and select 'Change Set Values'
    * In the new dialog box, deselect 'monthly sales for each year' in source sheet
    * In target set, select orders(sample superstore) > Region set.
    * Change 'clearing the selection will' to 'remove all values from set'
    * Click ok in both boxes.
    * You can change the colors used in 'monthly sales for each year' by going to the sheet, clicking on color in the marks card and choosing Edit colors...

    <img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/179/original/set_dash.png?1694197736 height=400 width=700>

---
title: Filter Action (cover only if time permits)
description: 
duration: 5400
card_type: cue_card
---

### Filters Action (for instructor reference, cover only if time permits otherwise could be given as HW)

Filter Out sales of products based on categories and subcategories.

**Steps**
1. Creating Bar chart to visualize sales for each category.

    * Drag sales to rows shelf
    * Drag category to columns shelf
    * Drag category to color in marks card
    * Rename sheet to sales by product category

    <img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/204/original/spc.png?1694260154 height=400 width=700>

2. Creating Bar chart to visualize sales for each sub category.
    * Create a new worksheet, name it 'sales by sub-category'
    * Drag sales to rows shelf
    * Drag category to columns shelf
    * Drag sub-category to columns shelf
    * Drag category to color in marks card

    <img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/205/original/cubcatsal.png?1694260389 height=400 width=700>

3. Creating Filter action and solving business problem in a worksheet.
    * Go to worksheet in menu bar, click on Actions...
    * From Add Action, select Filter
    * In the box that appears, select 'sales by product category' as source sheet
    * Select 'sales by subcategory' as target sheet
    * In 'run action on' section choose 'select' and check 'single-select only'
    * In 'clearing the selection' section choose 'show all values'. Click ok in both boxes.
    * Go to 'sales by product category' sheet and click on any of the 3 bars in the chart. Observe the change in target sheet 'sales by sub-category'.

    <img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/206/original/filter_ac.png?1694261195 height=400 width=700>

    <img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/207/original/tech_ch.png?1694261266 height=400 width=700>

    <img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/208/original/tech_sub.png?1694261302 height=400 width=700>

4. Creating a Dashboard
    * Create a new dashboard
    * Drag sales by product category to the canvas
    * Drag sales by subcategory to the right side of canvas, but left of the legend (because both charts have same legend).
    * Set size to automatic.

    <img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/210/original/dasf.png?1694261711 height=400 width=700>

#### Demo in Dashboard

Steps:
* In the dashboard created above, go to dashboard in the menu bar, click on Actions...
* In Add Action, select filter
* In source sheets, select Dashboard 1, then select both the sheets.
* Rest of the steps are same as previous filter. (See screenshot below)
* Click on different bars in 'sales by product category' container to see the results.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/212/original/dash_act.png?1694263402 height=400 width=700>

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/213/original/dsmash.png?1694263496 height=400 width=700>

---
title: Story Points
description: 
duration: 5400
card_type: cue_card
---

### Story Points

* Use stories to make your case more compelling by showing how facts are connected, and how decisions relate to outcomes. You can then publish your story to the web, or present it to an audience.
* Each story point can be based on a different view or dashboard, or the entire story can be based on the same visualization seen at different stages, with different filters and annotations.

#### Story Demo

Steps:
* Open a new story tab
* The sheets and dashboards created earlier are shown in the left pane.
* Drag a sheet on the canvas
* Click on 'Blank'
* Drag another sheet on the new canvas.
* Write a caption for the 2 story points.
* Go to layout and pick a desired navigation style.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/242/original/story_d.png?1694277673 height=400 width=700>

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/243/original/stor_2.png?1694277790 height=400 width=700>

### Dashboards and Stories (Business Problem)

* Dashboard 1 : 
	* Find out which State is losing money and get an overall picture / overall summary.
* Dashboard 2: 
	* Find the City and the Subcategory where it is losing money.
* Dashboard 3 : 
	* For the selected City and Subcategory, find why is it losing money.

#### Story : 
* Summary - Find out which State is losing money and get an overall picture / overall summary.
	* Answer : Texas
* What went wrong in Texas - Find the City and the Subcategory where it is losing money.
	* Answer : Houston & Binder
* Product Analysis  - Analysis of the products under the Category Binder if they are all losing money.
	* Answer : Yes
* Why so? – For the selected City and Subcategory, find why is it losing money?
	* Answer : All the products that are there in Subcategory binder and for City houston it is giving an average discount of 0.8 or 80%. 

#### Dashboard 1 :
* Find out which state is losing money and get an overall picture / overall summary.

    * Show overall summary for the profit and sales value as text
    * Show state wise profit and sales in single map (https://youtu.be/x-k6PYernug)
    * Display sales and profit for each subcategory using heat map
    * Have a Order date filter through which we can select year and the visualization will be updated based on the year selected

\
**Sheet 1**
Overall summary of Profit and sales for the US.

* Drag measure names to columns
* Drag measure values to text in marks card
* From measure values card remove all measures except sales and profit
* Change fit to entire view
* Drag measure names to text in marks card
* Click on text in marks card, open the dialog box, change size of 'measure values' to 16.
* Click on text, change horizontal alignment to center.
* Right click on header, uncheck 'show header' option.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/246/original/psbg.png?1694278854 height=400 width=700>

* Rename sheet as summary.

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**Sheet 2**
State wise profit and sales using map visualization.

* Drag longitude to columns
* Drag latitude to rows
* Drag state to detail in marks card
* Click on the '49 unknown' box in bottom right corner.
* Click edit locations, change country/region to from field > country. Click OK.
* Change chart type to map
* Drag Sales to color in marks card
* Drag latitude to rows shelf to get 2 graphs

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/249/original/2_gra.png?1694280094 height=400 width=700>

* Click on the second Latitude chart in marks card.
* Remove sales, drop profit on size.
* Change mark type to circles.
* Click on color and choose black.
* Click on size and adjust the size of the circles.
* Open the latitude dropdown in rows shelf and choose 'Dual Axis'.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/253/original/dax.png?1694280621 height=400 width=700>

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From the plot we can see that Texas state has the lowest profit compared to rest of the states.

Adding a filter for order date -
* Drag order date to filters card, select year, click next, select 'use all', click OK.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/359/original/fil_2.png?1694344625 height=400 width=700>

\
**Sheet 3**
Subcategory wise profit and sales.

* Drag category and sub-category to rows, drop sales on color, profit on size, adjust size as per need.
* Change fit to entire view, right click on header in sheet, remove header labels.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/360/original/succc.png?1694344929 height=400 width=700>

\
From the above dashboard we can see that for the state texas we have negative profit and for subcategory we have the negative profit so let's analyze further why this is so.

* Adding order date filter for the dashboard -
    * Create a new dashboard, set size to automatic, drop all 3 sheets on the canvas as shown in the screenshot below, open sheet 2 menu (from top right corner of sheet 2 container), select filters > year of order date.
    * Right click on the filter and choose single value slider. Open the menu from the filter container, select Apply to worksheets > All using this data source.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/371/original/dash_33.png?1694347105 height=400 width=700>

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/363/original/filter_od.png?1694345566 height=400 width=700>

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**Note** : Keep the Order date filter field to All for further analysis. 
* Selecting State-Texas and Subcategory-Table and profit field for further analysis

\
**Sheet 4**
Plotting city wise profit for state Texas.

* Drag state to filter, select Texas, click OK. Drag city to rows, profit to columns, profit to color. Change fit to entire view.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/374/original/s4p.png?1694347616 height=400 width=700>

We can see that city Houston is where we are losing more money.

* Showing city interactive filter -
    * Open State menu in filter card, choose show filter.
    * Convert the checklist into a single value dropdown.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/376/original/inter_dd.png?1694347917 height=400 width=700>

\
**Sheet 5**
* Drag subcategory to rows, profit to columns. 
* Drag state to filters, select Texas, click ok.
* From State dropdown in fiters, add it to context. 
* Drag city to filters, from dropdown select show filter, convert the checklist to a sinle value dropdown.
* Drag Profit to color.
* From city dropdown select Houston.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/380/original/hous.png?1694348820 height=400 width=700>

We can see that for city houston we are losing more money in subcategory Binders.

* Creating a Dashboard
    * Create a new dashboard, set size to automatic, drop sheet 4 and sheet 5 on the canvas. Hide title for both sheets.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/382/original/dash_hou.png?1694349593 height=400 width=700>

\
So we can see that for state texas in city houston we are losing money in subcategory binder so let's further analyze exactly which product are we losing money in.

\
**Sheet 6**
Creating products wise profit for city houston and subcategory binders.

* Drag product name to rows, add all members. Drag profit to columns, drag city to filters, select houston, click OK.
* Drag subcategory to filters, select binders, click OK. Drag profit to color, change fit to Entire View.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/386/original/fithou.png?1694350082 height=400 width=700>

\
So we can see that within binders there are 3 products where we are losing more money mainly there are binding machines. Let's analyze why is that so.

**Sheet 7**
Plotting average discount vs profit for each product within subcategory binder and for city houston. 

* Duplicate sheet 6, rename it as Sheet 7, drag discount to columns before profit. Change its measure to average.
* From discount marks card, remove profit from color.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/387/original/sdg.png?1694350562 height=400 width=700>

\
So we can see that for city houston and for subcategory binders all the products have an average discount of 0.8 or 80% on them which is why the store in houston is losing more money in houston city.

### Creating a story for above analysis -

1st tab is the sales and profit summary for the US. 

* Create a new story, add dashboard 1 to the canvas, set size to automatic, write 'Summary' in caption.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/389/original/stds1.png?1694350973 height=400 width=700>

\
2nd tab is analyzing what went wrong in Texas.

So we can see in that for city houston and for binder subcategory we are losing money.

* Creak a new story point, write 'What went wrong in Texas' as caption, drag dashboard 2 to the canvas.

3rd tab we are diving  deeper to find for which products are we losing money for houston city and Binders category.

* Create a new story point, type 'Product wise analysis' in caption, drag sheet 6 to the canvas.

We can see that for almost all the products that comes under Binder category are losing money.

So let see why is that so?

* Create a new story point, type 'Why so?' in caption and drag sheet 7 to the canvas.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/471/original/fstory.png?1694356725 height=400 width=700>

\
So we can see that for all the products that are there in subcategory binder and for city houston it is giving an average discount of 0.8 or 80% which is why it is losing more money compared to other subcategories.

To publish the workbook, press Ctrl + S, sign in, name the workbook.

---
title: How to increase the efficiency of Tableau Dashboards
description: 
duration: 5400
card_type: cue_card
---

### How to increase the efficiency of Tableau Dashboards

* Your data strategy drives performance
    * Minimize the number of fields 
    * Minimize the number of records
    * Optimize extracts
* Reduce the marks (data points) in your view
    * Practice guided analytics 
    * Remove unneeded dimensions
    * Explore
* Limit your filters by number and type
    * Reduce the number of filters in use 
    * Use an include filter
    * Use a continuous date filter
    * Use Boolean or numeric filters
    * Use parameters and action filters
* Optimize and materialize your calculations
    * Perform calculations in the database 
    * Reduce the number of nested calculations
    * Reduce the granularity of LOD or table calculations in the view
        * The more granular the calculation, the longer it takes
    * Where possible, use MIN or MAX instead of AVG
        * Make groups with calculations
    * Use Booleans or numeric calculations instead of string calculations
* Take advantage of Tableau’s query optimization
    * Blend on low-granularity dimensions
    * Minimize joined tables
        * Assume referential integrity
    * Remove custom SQL
* Clean up your Workbooks
    * Reduce dashboard scope
    * Delete or consolidate unused worksheets and data sources

---
title: Box and Whiskers plot
description: 
duration: 5400
card_type: cue_card
---

### Box and Whiskers plot

* Also called as Box plot.
* Used to plot a distribution of values for a selected measure.
* The Box contains the lower quartile,upper quartile and the median in the center.
* You can configure the Upper and lower lines called as whiskers to be to be within 1.5 times the Interquartile range or all the points at the maximum extent of the data.
* [Building blocks for Box and Whiskers plot](https://help.tableau.com/current/pro/desktop/en-us/buildexamples_boxplot.htm#:~:text=The%20basic%20building%20blocks%20for%20a%20box%20and%20whisker%20plot%20are%20as%20follows%3A)

#### Business problem 1:
Compare the average discount given to each segment across various regions.

* Creating a bar chart for each region and segment 
    * Drop segment and region on columns, drop discount on rows. Change measure of discount to average.

* Creating a Box and Whiskers plot
    * Go to 'show me', click on box and whiskers plot

* Solving the business problem
    * Change format of vertical axis values to percentage, drag region from marks card to columns.
    * Go to Analysis in menu bar, uncheck aggregate measues.

<img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/475/original/bnw.png?1694357772 height=400 width=700>

\
**Insights:** We can see that the median discount value for west region for all the segments is 0 we can say that west region has lowest discount values compared to other region for each segment 

You can edit the properties of the box and whiskers plot by right clicking on one of the boxes in the plot and click on Edit...

---
title: Bullet chart
description: 
duration: 5400
card_type: cue_card
---

### Bullet chart

* A bullet graph is a bar marked with extra encodings to show progress towards a goal or performance against a reference line.
* A bullet graph is useful for comparing the performance of a primary measure to one or more other measures.

#### Business problem 2:
Compare 2017 and 2016 sales for each product subcategory.

* First we will create 2 calculated field to get 2016 sales and 2017 sales.
    * Sales 2016= IF YEAR([Order Date])=2016 THEN [Sales] END
    * Sales 2017= IF YEAR([Order Date])=2017 THEN [Sales] END

* Create a bullet chart using the show me card.
    * Drop sales 2016, sales 2017 on columns, subcategory on rows
    * Go to show me and select bullet gragh, change fit to entire view.

* Editing the properties of bullet chart.

    Changing the vertical reference bands to display total sales in 2017.
    * Right click on the horizontal axis, choose Edit reference line > Average sales 2017
    * Change measure to total, click OK.

    Change the background bars from 60,80 to 25,50,75 % of sales in 2017,here the blue bars denote the total sales in 2016.
    * Right click on the horizontal axis, go to Edit reference line > 60%, 80% of Average S...
    * Change percentage values to 25, 50, 75. Change measure to total. Click ok.

    <img src=https://d2beiqkhq929f0.cloudfront.net/public_assets/assets/000/047/478/original/bullet_c.png?1694358905 height=400 width=700>

    We can swap the reference lines so that the blue bars represents sales in 2017 and the vertical reference line and the background will represent 25,50 and 75% of total sales in 2016.

    To do so, right click on horizontal axis, choose 'swap reference lone fields'.

---
title: Loyaltics Capstone Project
description: 
duration: 5400
card_type: cue_card
---

## Loyaltics Capstone Project

### Introduction

Instructor can give a brief overview of the problem statement and the dataset.

1. You’ll be seeing questions related to this case study under the **Homework** section of **Tableau lecture 8**.
2. Each question will have a doc link wherein you’ll find the dataset download link and its description.
3. Doc to be discussed in class: [**link**](https://docs.google.com/document/d/1oQ9A4fYhPeiU_i_cBm6RMWbxwMTSrNOBYsJJppTs-dQ/edit?usp=sharing) <span style="color: red;">
[Will be shared with learners in assessments]</span>
4. Case Study doc with Questions & Solutions: [**link**](https://docs.google.com/document/d/1nacK18RWq-uzFeo5iv2ueLdpx-VPsNrposhE6F3Rnyw/edit?usp=sharing) <span style="color: red;">
[For the instructor's reference only. Not to be shared.]</span>


#### Please convey the following to the learners:
* These are not business cases. This case study is only meant for your practice. 
* You don’t have to submit these projects and there is no specific evaluation that will be done. 
* You are not allowed to share the datasets publicly as they may contain sensitive information about the company.
* You are not allowed to showcase these projects on your resume as this is under IP agreement between Loyalitics and Scaler.
* **The case study doc will be automatically shared with the learners as a post-lecture content on their dashboard.**

\
<span style="color: red;">**Important:**</span> Please inform the learners that they'll get the reference notes for today's lecture and Tableau cheat sheet as a post-lecture content on their dashboard.

---
title: More advanced charts (OPTIONAL)
description: 
duration: 5400
card_type: cue_card
---

### Can cover the following topics only if time permits.

### Gantt chart

* They are used to visualize the time duration for events or activities
* In this chart each separate mark(usually a bar) shows a duration 

#### Business problem 3:
Find out how many day elapsed on an average between order date and ship date for each product sub category and shipment mode.

### Waterfall chart

* A waterfall chart represents a gradual transition of field values from a start value to end value showing a running total with successive increments and decrements
* In a normal running total, we cannot see the contribution of each category or contributing factor to the whole value.
* But, in a waterfall chart, we can see how each category positive value increments the total value and the negative ones decrement it and then finally leads to a resultant value.
* This allows for an insightful analysis of how individual elements of dimensions or measures are contributing to bringing a total value of something. 

#### Business problem 4:
Find what is the total profit for central region for financial year 2016-2017 and also get the individual contribution of product subcategories to final profit.

### Designing Dashboards for Devices

* Dashboards can include layouts for different types of devices that span a wide range of screen sizes. 
* When you publish these layouts to Tableau Server or Tableau Online, people viewing your dashboard experience a design optimized for their phone, tablet, or desktop. * As the author, you only have to create a single dashboard and deliver a single URL.

#### Dashboard Objects – Extensions (ShowMeMore 2.0)

* Sankey chart using Tableau extensions -
    * It is a visualization used to depict a flow from one set of values to another. 
    * The things being connected are called nodes and the connections are called links. 
    * Is best used when you want to show a many-to-many mapping between two categorical dimensions and is a good alternative to bar charts or pie charts if you wish to show flow quantities. 
    * The width of the arrows is proportional to the flow quantity it represents.
    * **Business problem 1 -** Find out percentage sales contribution for each ship mode and product category

* Radar Chart using Tableau extensions - 
    * Radar charts are a great way to compare members of a dimension in a function of several metrics. 
    * For example, when you want to buy a smartphone, you can use a radar chart to compare several devices across several metrics like battery life, camera quality, and memory capacity.
    * **Business problem 2 -** Find out which state has the highest sales by rank in the south region using Radar chart.

