Text tables in Tableau - Dashboard Guide

Dashboard Mode - Text tables

Dashboard Goal

Show sales performance by product and region in a clear table format to easily compare values.

Sample Data

Product	Region	Sales	Quantity
Chair	East	100	5
Chair	West	150	7
Table	East	200	3
Table	West	250	4
Lamp	East	300	10
Lamp	West	350	12

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales])
  Result: 1350
• KPI Card: Total Quantity Sold
  Formula: SUM([Quantity])
  Result: 41
• Text Table: Sales by Product and Region
  Rows: Product
  Columns: Region
  Values: SUM(Sales)
  Example cell: Chair - East = 100
• Text Table: Quantity Sold by Product and Region
  Rows: Product
  Columns: Region
  Values: SUM(Quantity)
  Example cell: Lamp - West = 12

Dashboard Layout

+----------------------+----------------------+
|   Total Sales (KPI)  | Total Quantity (KPI) |
+----------------------+----------------------+
|      Sales by Product and Region      |
| +---------+---------+---------+       |
| | Product |  East   |  West   |       |
| +---------+---------+---------+       |
| | Chair   |   100   |   150   |       |
| | Table   |   200   |   250   |       |
| | Lamp    |   300   |   350   |       |
| +---------+---------+---------+       |
|    Quantity Sold by Product and Region|
| +---------+---------+---------+       |
| | Product |  East   |  West   |       |
| +---------+---------+---------+       |
| | Chair   |    5    |    7    |       |
| | Table   |    3    |    4    |       |
| | Lamp    |   10    |   12    |       |
| +---------+---------+---------+       |
+---------------------------------------+

Interactivity

Adding a filter for Region will update both text tables and KPI cards to show data only for the selected region(s). For example, selecting East will show sales and quantity only for East region.

Similarly, filtering by Product will update all components to reflect only the selected product(s).

Self Check

If you add a filter for Region = West, which components update and what changes occur?

• Both KPI cards update to show totals only for West region: Total Sales = 150 + 250 + 350 = 750, Total Quantity = 7 + 4 + 12 = 23.
• Both text tables update to show only West region columns with corresponding values.

Key Result

A dashboard showing total sales and quantity KPIs with detailed text tables by product and region.