EXPERIMENT-8

AIM: Creating dashboards and storytelling, design for different displays, adding
interactivity in the dashboard, distributing, publishing data visualization.

PROCEDURE:

Step1: You create a dashboard in much the same way you create a new worksheet.

a. At the bottom of the workbook, click the New Dashboard icon:

b. From the Sheets list at left, drag views to your dashboard at right
c. To replace a sheet, select it in the dashboard at right. In the Sheets list at
left, hover over the replacement sheet, and click the Swap Sheets button.

Step2: You can add interactivity to dashboards to enhance users' data insights. Try these
techniques:

a. In the upper corner of sheet, enable the Use as Filter option to use selected
marks in the sheet as filters for other sheets in the dashboard.
b. When authoring in Tableau Desktop, add actions to use multiple sheets as
filters, navigate from one sheet to another, display web pages

Step3: To publish to Tableau Server or Tableau Cloud, your server or site administrator
must grant you the following capabilities:

a. A site role of Creator (formerly Publisher) on the site you're publishing to.
b. View and Save capabilities set to Allowed on the project into which you
publish.

Step4: In Tableau Desktop, open the workbook you want to publish.

a. Select Server > Publish Workbook.

b. If the Publish Workbook option does not appear on the Server menu, make
sure a worksheet or dashboard tab is active (not the Data Source tab).
c. If necessary, sign in to a server. For Tableau Cloud, enter
https://online.tableau.com.
d. In the Publish Workbook dialog box, select the project, enter a name for
the workbook, and add search tags.
SOURCE CODE:

Using the Sample-superstore, plan to create a dashboard showing the sales and profits for
different segments and Sub-Category of products across all the states.
To achieve this objective, following are the steps.
Step 1 − Create a blank worksheet by using the add worksheet icon located at the bottom of
the workbook.
Drag the dimension Segment to the columns shelf and the dimension Sub-Category to the
Rows Shelf.
 Drag and drop the measure Sales to the Color shelf and the measure Profit to the Size
shelf. This worksheet is referred as the Master worksheet. Right-click and rename this
worksheet as Sales_Profits.
The following chart appears:

Step 2 − Create another sheet to hold the details of the Sales across the States. For this,
drag the dimension.
State to the Rows shelf and the measure Sales to the Columns shelf as shown in the
following screenshot.
Next, apply a filter to the State field to arrange the Sales in a descending order.
Right-click and rename this worksheet as Sales_state.

Step 3 − Next, create a blank dashboard by clicking the Create New Dashboard link at the
bottom of the workbook.
Right-click and rename the dashboard as Profit_Dashboard.
 Step 4 − Drag the two worksheets to the dashboard. Near the top border line of Sales Profit
worksheet, you can see three small icons. Click the middle one, which shows the prompt Use
as Filter on hovering the mouse over it.

Step 5 − Now in the dashboard, click the box representing Sub-Category named
Machines and segment named Consumer.
You can notice that only the states where the sales happened for this amount of profit are
filtered out in the right pane named Sales_state. This illustrates how the sheets are linked in a
dashboard.
 Share your findings

Before you continue, select an option below:

 If you or your company does not use Tableau Server, or if you want to learn about a
free, alternative sharing option, jump to Use Tableau Public.
 If you or your company uses Tableau Server, and you are familiar with what
permissions are assigned to you, jump to Use Tableau Server.

When you publish to Tableau Public, as the name suggests, these views are publicly
accessible.
This means that you share your views as well as your underlying data with anyone with
access to the internet.

1. Select Server > Tableau Public > Save to Tableau Public.

2. Enter your Tableau Public credentials in the dialog box.

 If you don't have a Tableau Public profile, click Create one now for free and follow
the prompts.

3. If you see this dialog box, open the Data Source page. Then in the top-right corner,
change the Connection type from Live to Extract.

4. For the second (and last) time, select Server > Tableau Public > Save to Tableau
Public.

5. When your browser opens, review your embedded story. It will look like this:
6. Click Edit Details to update the title of your viz, add a description, and more.

7. Click Save.

Your story is now live on the web.

8. To share with colleagues, click Share at the bottom of your viz.

How do you want to share your story?

a. Embed on your website: Copy the Embed Code and paste it in your web page
HTML.
b. Send a link: Copy the Link and send the link to your colleagues.

c. Send an email using your default email client by clicking the email icon.

d. Share on Twitter or Facebook by clicking the appropriate icon

VIVA QUESTIONS

1. In Tableau, what is a workbook?

A workbook is a complete set of sheets, dashboards, and stories you have made on
tableau desktop or public, saved on your local system or published on tableau
public

2. How do I hide the dashboard in Tableau?

To hide all of a dashboard or story's sheets, right-click (Windows) or Control-

click (macOS)
the dashboard's tab at the bottom of the screen, and select Hide All Sheets. You
can later select Unhide All Sheets if needed

3. What is a tableau server?

Tableau server is used to organise, edit, share, and work together on Tableau
dashboards made on the Tableau desktop

4. Explain why data servers are essential in Tableau?

It lets you keep your data, like datasets, past calculations, aliases, and definitions,
in sync with the server so that you can access it from anywhere. This makes it
possible to do any task more honestly. So, it gives you security and quick access

5. Explain the Difference Between Tableau Worksheet, Dashboard, Story,

Workbook?

A worksheet is where you build views of your data by dragging and dropping
fields onto shelves.

A dashboard is a combination of several views that you can arrange for

presentation or to monitor.

A story is a sequence of views or dashboards that work together to convey

information.