Creating a Simple Dashboard:
When you’re ready to create a dashboard in an existing workbook,
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This default setting uses the same dashboard design approach as previous versions of Tableau, placing worksheets and their associated elements (captions, quick filters, and so forth) in a strict “no-overlap” order on the dashboard. The most basic way to use tiled placement is to simply double-click on worksheet names in the order you want to add them to the dashboard. Tableau will add each worksheet to the dashboard in a side-by-side, then top-and-bottom order.
You can also drag and drop worksheets from the worksheet list onto the dashboard. While resulting placement of new views can seem confusing if you’re just getting usedto dragging and dropping sheets, there are a few tips that will help you master exactly where the sheet you are dragging will appear in relation to existing sheets.
After clicking the Floating button under “Add new sheets and objects as,” worksheets can be freely placed anywhere on the dashboard. If the worksheet includes legends, quick filters, or a caption, these items will also be placed on the dashboard as free-form elements. Once they have been dropped, worksheets and their associatedelements can be freely moved and resized without limitation. An immediate benefit of floating placement is the ability to move legends on top of existing worksheets that may have blank areas, such as maps.
If you already have existing tiled worksheets on the dashboard, floating worksheets will always appear on top of them. If you have multiple floating worksheets, you can choose the floating order, placing one object on top of or behind other floating objects.
Select the desired floating sheet on the dashboard and click the context arrow in the upper right of the title bar on the object, and make the desired floating-order choice from the context menu.
Advanced Dashboard Elements:
These additional elements permit text and images to be placed on the dashboard, as well as additional items to support web pages within dashboards, blank objects for spacing, and containers to help further refine the way a dashboard is organized. In addition, the Layout and Size sections provide various ways of interacting with and customizing your dashboard.
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A layout container is an outline or box that contains other objects, such as worksheets, legends, and quick filters. The main benefit of a layout container is automatic resizing of objects within it. If, for example, a quick filter changes the size of a worksheet in a container (perhaps a crosstab shows fewer rows), the other objects in the container will automatically resize to accommodate the smaller worksheet.
There are two general ways to familiarize yourself with automatic layout container creation:
Another dashboard element that’s primarily intended for tiled dashboards is the blank.When dragged to a dashboard and sized to a desired width or height, this element simply inserts white space that can be used to separate dashboard elements from each other.
In addition to individual worksheet titles (which appear automatically when a worksheet is added to a dashboard), as well as an overall dashboard title that can be displayed by way of the Dashboard | Show Title drop-down menu item, you can add additional text by dragging this item from the left side of the dashboard window. When you drop the text element, an Edit Text dialog box will appear allowing you to type and format text, including adding predefined dashboard fields from the Insert dropdown menu. Text can be added in either tiled or floating mode. In tiled mode, text will exhibit the same “gray box” behavior as other dashboard elements when being placed or moved on the dashboard.
Also usable in tiled or floating mode, a bitmap graphic can be added to your dashboard by dragging Image from the left of the dashboard window. Once dropped on the dashboard, a dialog box will appear prompting for the choice of an image file from a local or network drive. Navigate to the desired folder and select an image file. You can also type in a full URL to an image on a web server. Once an image has been added, you can change or format the image by right-clicking on the image on the dashboard or right-clicking on the image item in Layout.
A web page can be embedded in a dashboard by dragging Web Page from the left side of the screen. A URL prompt accepts any standard web page address. All typical web page interactivity, such as hyperlinks, is available on the web page in the dashboard.
Tableau provides flexible interactivity in your dashboards beyond the default tooltipsthat appear when you hover your mouse over worksheet marks. This interactivity is supplied via dashboard actions, interactive settings that allow you to highlight, filter, and navigate from any mark on any worksheet on your dashboard.
There are three types of dashboard actions:
Furthermore, there are three ways that the viewer can initiate a dashboard action:
To create a highlight action: