How to build a Dashboard

To create a Dashboard, you have to drag Worksheets or objects to the central blank area (you can also double-click on a Worksheet, but as always, you let Tableau build it for you). By default, the Worksheets are Tiled, meaning that they are added in boxes, as shown in the following screenshot:

A Worksheet that you add in a Dashboard is the Worksheet itself; It means that it's not a copy and if you modify the Worksheet (either from the Dashboard by changing the format or from the Worksheet by adding a new field, for example), you'll see the change in both the Dashboard and the Worksheet.

Usually, the purpose of a Worksheet is to end up in a Dashboard. If you create a Workbook with many Dashboards that contain many Worksheets, the bottom part with all the tabs will rapidly become crowded. You can hide all the Worksheets that are in a Dashboard by using the Hide All Sheets option when you right-click on a Dashboard tab. You can, of course, unhide them as easily.

You cannot modify any of the Worksheet shelves from the Dashboard. However, you can still use all the toolbar buttons (to sort, add labels, swap, create groups, and so on) and use a right-click and all the options available with it.

When you click on a Worksheet, its outline will turn gray, and you'll see four or five icons:

  • The first removes the Worksheet from the Dashboard 
  • The second takes you to the Worksheet to modify it
  • The third is a shortcut to put a Filter action on the Worksheet (detailed in a later section)
  • The fourth icon can be used to fix the width or height of the Worksheet if it's inside a Horizontal or Vertical Container
  • The last one, the small arrow, opens a list of options, as you can see in the following screenshot:

Many of those options can be found elsewhere among the Worksheets or Dashboard options. The most useful options are probably Legends, Filters, and Parameters, which allow you to quickly add the Legends, Filters, or Parameters that exist on the Worksheet to the Dashboard. You can also click on Ignore Actions to remove a Worksheet from the impacted Action Filters from other Worksheets.

Speaking of options, let's discover what you can do with the Dashboard pane on the left.

..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset
3.138.190.130