In previous lessons we have utilized the provided Superstore Sales dataset to learn about the Tableau environment interface, including the Start page, Data Source page, and Workspace/Worksheets. Then, we explored the useful visualizations that can be created in Tableau Public. Finally, we discussed how we can combine the vizualizations in our workbooks to create dashboards to communicate our insights. Now it's your turn to apply your skills in Tableau.
In this exercise, you will use knowledge of the Tableau interface and data visualizations to create the Super Store Sales dashboard. Refer to previous lessons and labs if needed!
To create the dashboard, follow the instructions below. When you are finished, save and publish your completed dashboard to your Tableau Public account. Then, add the link to your dashboard in this assignment in canvas and click submit. You've just created your first interactive dashboard with Tableau Public.
The final product should look like this:
Orders
table and the People
table. Remember that Tableau will automatically form a relationship if/when possible.Note: This data file is updated periodically by Tableau, newer versions might display different names/infomation then shown below.
For Part B, use lessons "Tableau Visualizations: Visualization Basics" and "Tableau Visualizations: Visualization Basics Lab" as a reference.
Profits
pill to the Columns shelf from the Data Pane.Sub-Category
pill to the Rows shelf from the Data Pane.Profits
pill from the Data pane to the Marks card, and use the Marks card to change the color of the bars to "Orange-Blue Diverging".Profits
pill from the Data pane and using the label mark. Format the labels using "Currency (Custom)" under the Numbers formatting option. Display the amount in thousands with the dollar sign symbol. Bonus: Change the axis label to include "Thousands"For Part C, use lessons "Tableau Visualizations: Visualization Basics" and "Tableau Visualizations: Visualization Basics Lab" as a reference.
Longitude
and Latitude
to the Columns shelf and the Rows shelf respectively.Sales
to the Marks card, and select the Size attribute. Then, add Postal Code
to the Marks card and select the Detail attribute. This will populate the map with sales by postal code. Using the Show Me dropdown, select symbol map if Tableau did not default to the map view.Person
pill to be Regional Manager
by right clicking > Rename.Regional Manager
pill to the Marks card and select the Color attribute. Region
pill into the Marks card without selecting a specfic mark. Then left click and change it to color. This should get you both the name and the region as one color label.Profit
to the Marks card and add the Detail attribute. This will allow users to view the profits in conjunction with sales (because high sales does not always mean high profits).Regional Manager
to the Filter shelf. Click the dropdown arrow on the new filter and select Apply to Worksheets > All Using This Data Source. This will allow the filter to work across the dashboard.For Part D, use lessons "Tableau Visualizations: Visualization Basics" and "Tableau Visualizations: Visualization Basics Lab" as a reference.
Sales
and Order Date
pills from the Data pane to the Row shelf and the Column shelf respectively. You will notice that Sales
becomes SUM(Sales)
and that Order Date
becomes YEAR(Order Date)
. On the YEAR(Order Date)
pill, click the arrow directly to the right of the text on the YEAR(Order Date)
pill. This will reveal a drop down menu. Select Quarter from the dropdown, which will change YEAR(Order Date)
to Quarter(Order Date)
.Regional Manager
to the Marks card, and select the Color attribute. In the same manner as the previous figure, also add Region
to the Marks card without choosing a mark and then change it to color.Sales
pill to the Marks card and choose Label, format the amounts appropriately.Profit
pill to the Marks card and select Tooltip.For Part E, use lessons "Tableau Dashboards: Introduction", "Tableau Dashboards: Dashboard Basics" and "Tableau Dashboards: Dashboard Basics Lab" as a reference.
Save and publish to Tableau Public as learn-wb-MM-DD-YY-XX
where XX
is your initials and MMDDYY
refers to the current month, date, and year.
Locate the share link on your Tableau Public site and submit your dashboard link to canvas. Congratulations you have now published a successful Tableau Public dashboard. Keep exploring this one or dive into some of the other datasets Tableau provides for some more practice creating visuals! Take a look at Tableau Public for some example ideas.
In Tableau you can set advance filters and highlighters across multiple worksheets via the Actions panel