Tableau Dektop

Dashboard Button navigation – Tableau

UtsavLeave a comment

Objective : To do navigation to sheet or dashboard we can use Dashboard “Button” object

Step-1 Connect data source

Step-2 Create Dashboards to navigate between dashboards

Step-3 Drag “Button” object to Dashboard

Step-4 After drag “Button” object to dashboard ,click on “Button” object pill and click on “Edit Button” as per below screenshot.

Step-5 After click on “Edit Button” , you can see below window with various options.

  • Navigate to – You can select Dashboard Name Or Sheet
  • Button Style – You can select Image Button Or Text Button
  • Image – You can set Image
  • Format – You can set Border and Background
  • Tooltip – You can set tooltip on button

After set all options click on “Apply” then “OK” button

Step-6 After set above options ,Click on “Button” object now you can navigate to respected dashboard which you selected from option “Navigate to”

Viz on Tooltip

UtsavLeave a comment

Step-1 Connect data source

Step-2 Create sample chart.

Step-3 Go to chart where you want to show viz on tool-tip , Click on “Tool-tip” button then you will see window like below screenshot ,Click on “Insert” Pill and select the sheet which you want to show on tool-tip . You can also set height, width and filter of the sheet as per your requirement.

Step-4 After follow above step ,you can see viz on tool-tip

Funnel Chart – Tableau

UtsavLeave a comment

Objective to create , A Funnel chart is a type of chart, often used to represent stages in a for example sales process

Step – 1 Open Tableau desktop , and connect to data source for example (Sample Super Store)

Step – 2 Drag Dimension “Subcategory” into rows shelf

Step – 3 Create Calculation for “Sales” filed

Step – 4 Drag “Sales” Calculated filed into Columns shelf

Step – 5 Drag “Sales” measure columns shelf

Step – 6 Make a dual axis between two measure “Calculated Field (Sales) “Sales”

Step – 7 Click on measure “Sales” then select “Show Header” option from columns shelf and then Do synchronize axis as per below screenshot

Please look below reference images to set Tool tip and Label from Mark shelf

Customize Line and Shape Chart for 2 value in one line.

Maulik PatelLeave a comment

Step-1 Open Tableau Desktop

Step-2 Connect Data-source Example like – XYZ data source

Step-3 1. Drag “Region” field dimension into Rows shelf
2. write SUM(0) in Rows shelf

Step-4 1. Drag “Score1” filed measure into Columns shelf
2. Drag “Score2“ filed measure into Columns shelf
3. RIght click on “Score2“ and select Dual axis
4. Right Click on Exis value and select Synchronize axis.

Step-5 Go to “Score1” Mark Shelf -> Shape -> Select shape as per your preference.

Step-6 Go to “Score2“ Mark Shelf -> Shape -> Select shape as per your preference.

Step-7 Right click on “SUM(0)“ -> select Formate -> go to Rows Tab -> Zeroline columns u can changes as per your preference.

Please look below image for reference

Shape Chart – Tableau

UtsavLeave a comment

To create shape chart . Here Shape size will increase as per their weight.

Before follow below steps please upload image into following path for example : C:\Users\User Name\Documents\My Tableau Repository\Shapes

Step-1 Open Tableau Desktop

Step-2 Connect Data-source Example like – Sample Super Store

Step-3 Drag “Region” field dimension into column shelf

Step-4 Go to Mark Shelf -> Shape -> Select shape as per your preference.

Step-5 Drag “Profit” filed measure into Mark -> Size & “Profit” filed measure into Mark-> Label

Please look below image for reference