Adding sheets to dashboard in Tableau - Real Business Scenario

Scenario Mode

👤 Your Role: You are a sales analyst at a retail company.

📋 Request: Your manager wants a dashboard that shows monthly sales and customer counts side by side for easy comparison.

📊 Data: You have two sheets: one showing monthly sales totals and another showing monthly customer counts for the past year.

🎯 Deliverable: Create a Tableau dashboard that includes both sheets arranged side by side with clear titles.

Sample Data

Month	Sales	Customers
January	10000	200
February	12000	220
March	15000	250
April	13000	230
May	16000	270
June	17000	280
July	18000	300
August	19000	310
September	20000	320
October	21000	330
November	22000	340
December	23000	350

1

Step 1: Open Tableau and connect to your sales data source.

No formula needed.

Expected Result

Data source is connected and visible in Tableau.

2

Step 2: Create a sheet named 'Monthly Sales' with Month on Columns and SUM(Sales) on Rows.

Drag 'Month' to Columns shelf. Drag 'Sales' to Rows shelf and set aggregation to SUM.

Expected Result

A bar chart showing total sales for each month.

3

Step 3: Create a second sheet named 'Monthly Customers' with Month on Columns and SUM(Customers) on Rows.

Drag 'Month' to Columns shelf. Drag 'Customers' to Rows shelf and set aggregation to SUM.

Expected Result

A bar chart showing total customers for each month.

4

Step 4: Create a new dashboard in Tableau.

Click 'New Dashboard' button at the bottom.

Expected Result

A blank dashboard canvas opens.

5

Step 5: Add the 'Monthly Sales' sheet to the dashboard by dragging it from the Sheets list to the left side of the canvas.

Drag 'Monthly Sales' sheet onto the dashboard area on the left.

Expected Result

The Monthly Sales chart appears on the left side of the dashboard.

6

Step 6: Add the 'Monthly Customers' sheet to the dashboard by dragging it next to the 'Monthly Sales' chart on the right side.

Drag 'Monthly Customers' sheet onto the dashboard area on the right side next to Monthly Sales.

Expected Result

The Monthly Customers chart appears side by side with Monthly Sales.

7

Step 7: Add clear titles above each sheet by dragging a Text object above each chart and typing 'Monthly Sales' and 'Monthly Customers' respectively.

Drag Text object above each sheet and enter the title text.

Expected Result

Each chart has a clear title above it.

8

Step 8: Adjust the dashboard size to 'Automatic' for responsive design.

In Dashboard pane, set Size to 'Automatic'.

Expected Result

Dashboard adjusts size based on screen or window size.

Final Result

Dashboard Layout:
+----------------------+-----------------------+
| Monthly Sales Chart   | Monthly Customers Chart|
| [Bar chart by month]  | [Bar chart by month]   |
+----------------------+-----------------------+

✓Sales and customer counts can be compared easily month by month.

✓Both charts are visible side by side for quick insights.

✓Dashboard is responsive to different screen sizes.

Bonus Challenge

Add a filter to the dashboard to select a specific quarter and see both charts update accordingly.

Show Hint

Use a 'Quarter' filter on the dashboard and apply it to both sheets.