Google Sheets connection in Tableau - Dashboard Guide

Dashboard Mode - Google Sheets connection

Dashboard Goal

Understand how to connect Tableau to Google Sheets to visualize live sales data from a shared spreadsheet.

Sample Data from Google Sheets

Order ID	Product	Region	Sales	Quantity
1001	Notebook	East	120	3
1002	Pen	West	80	5
1003	Notebook	East	150	4
1004	Marker	South	200	2
1005	Pen	North	90	6
1006	Notebook	West	130	3
1007	Marker	East	170	1

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales])
  Result: 940
• KPI Card: Total Quantity Sold
  Formula: SUM([Quantity])
  Result: 24
• Bar Chart: Sales by Region
  Formula: SUM([Sales]) by [Region]
  Data points:
  • East: 440
  • West: 210
  • South: 200
  • North: 90
• Table: Sales Detail
  Shows all rows from Google Sheets data

Dashboard Layout

+----------------------+----------------------+
|  Total Sales (KPI)   | Total Quantity (KPI) |
+----------------------+----------------------+
|                                              |
|          Sales by Region (Bar Chart)          |
|                                              |
+----------------------------------------------+
|                                              |
|               Sales Detail (Table)            |
|                                              |
+----------------------------------------------+
  

Interactivity

A filter for Region allows users to select one or more regions.

When a region is selected, the Total Sales and Total Quantity KPIs update to show sums only for that region.

The Sales by Region bar chart updates to show only the selected regions.

The Sales Detail table filters to show only rows from the selected regions.

Self Check

If you add a filter for Region = East, which components update and what are their new values?

• Total Sales KPI: Updates to 440
• Total Quantity KPI: Updates to 8
• Sales by Region Chart: Shows only East with 440 sales
• Sales Detail Table: Shows only rows where Region is East (Order IDs 1001, 1003, 1007)

Key Result

A Tableau dashboard showing live sales data connected from Google Sheets with KPIs, bar chart by region, and detailed sales table.