How to create a summary page in tableau?

Question

Can anyone tell me how to create a summary page in tableau?

Answer 1

Here are the steps to create summary tiles:

1. Create a new worksheet.

2. Select the relevant measure and drop on “Text” in the Marks Card.

3. Click “Text” in the Marks Card and click this “...” to change the text. Label the measure. Bump the size of the measure up.

4. Select “Text” again. Center the alignment of the text.

5. Set worksheet to fit the Entire View.

6. Select “Tooltips” in the Marks Card. Deselect “Show tooltips” and “Include command buttons”.

7. Change the background of the worksheet to be light-gray because this helps it stand out against a white dashboard background.

8. Add colored borders to the summary tile. 

9. While adding the summary tile to the dashboard, hide the title of the worksheet title. Check whether all relevant filters are applied to the worksheet.

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Answer 2

Steps to create a summary page or dashboard in tableau:

• We have to prepare our data and we need to make sure our data is connected.
• Now we will create individual worksheets and sheets in order to visualize the data.
• Now we will create a new dashboard by navigating to dashboard > new dashboard.
• Now we will add the created worksheet into the dashboard area by dragging it.