Creating bins in Tableau - Dashboard Building Guide

Dashboard Mode - Creating bins

Goal

We want to group sales amounts into size categories to see how many sales fall into each range.

Sample Data

Sale ID	Sales Amount	Region
1	120	East
2	250	West
3	75	East
4	300	South
5	180	North
6	90	West
7	220	South

Dashboard Components

• Bin Field: Created a bin on Sales Amount with bin size 100.
  Formula: In Tableau, right-click Sales Amount > Create > Bins... > Bin size = 100
• Bar Chart: Shows count of sales per sales amount bin.
  Columns: Sales Amount (bin)
  Rows: COUNT(Sale ID)
• KPI Card: Total number of sales.
  Formula: COUNT(Sale ID) = 7
• Data Table: Shows original sales data with Sales Amount (bin) column added.

Dashboard Layout

+----------------------+------------------+
|      KPI Card        |   Bar Chart      |
|  Total Sales = 7     | Count by Bin     |
+----------------------+------------------+
|          Data Table (Sales with bins)          |
+-----------------------------------------------+

Interactivity

Clicking on a bin in the bar chart filters the data table to show only sales in that bin. The KPI card updates to show the count of filtered sales.

Self Check

Add a filter to show only sales from the East region. Which components update and how?

• The bar chart updates to show counts only for East region sales bins.
• The KPI card updates to show total East region sales count.
• The data table filters to show only East region sales with their bins.

Key Result

Dashboard groups sales amounts into bins of 100 and shows count of sales per bin with interactive filtering by region.