Dashboard sizing options in Tableau - Dashboard Guide

Dashboard Mode - Dashboard sizing options

Dashboard Goal

Understand how different dashboard sizing options in Tableau affect the display and user experience across devices.

Sample Data: Sales by Region and Category

Region	Category	Sales	Profit
East	Furniture	1000	200
West	Technology	1500	300
Central	Office Supplies	800	150
East	Technology	1200	250
West	Furniture	700	100
Central	Technology	900	180

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales]) = 6100
  Shows total sales across all regions and categories.
• KPI Card: Total Profit
  Formula: SUM([Profit]) = 1180
  Shows total profit across all regions and categories.
• Bar Chart: Sales by Region
  Shows sales totals for East (2200), West (2200), Central (1700).
• Pie Chart: Sales by Category
  Shows sales distribution: Furniture (1700), Technology (3600), Office Supplies (800).
• Table: Detailed Sales Data
  Shows all rows from sample data for reference.

Dashboard Layout

+----------------------+----------------------+
|      KPI: Sales      |      KPI: Profit     |
+----------------------+----------------------+
|      Bar Chart: Sales by Region           |
+------------------------------------------+
|      Pie Chart: Sales by Category         |
+------------------------------------------+
|      Table: Detailed Sales Data           |
+------------------------------------------+

Interactivity

Filters for Region and Category allow users to select specific data subsets. When a filter is applied:

• KPI cards update to show totals for the filtered data.
• Bar chart and pie chart update to reflect filtered sales distribution.
• Table shows only rows matching the filter criteria.

Dashboard sizing options affect how these components resize or scroll on different screen sizes:

• Fixed Size: Dashboard stays the same size; scrollbars appear if content overflows.
• Range Size: Dashboard resizes between minimum and maximum dimensions, adjusting layout accordingly.
• Automatic Size: Dashboard adjusts to fit the browser or device screen size dynamically.

Self Check

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

Answer: All components update:

• KPI Sales updates to 2200 (sum of East region sales).
• KPI Profit updates to 450 (sum of East region profit).
• Bar chart shows only East region bar.
• Pie chart shows sales distribution for East region categories: Furniture (1000), Technology (1200).
• Table shows only rows where Region is East.

Key Result

Dashboard demonstrating Tableau dashboard sizing options with sales KPIs, charts, and data table updating dynamically with filters.