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Tableaubi_tool~8 mins

Why dashboards combine multiple views in Tableau - Dashboard Impact

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Dashboard Mode - Why dashboards combine multiple views
Business Question

How can combining different views in a dashboard help us understand sales performance better?

Sample Data
RegionProductSalesProfitMonth
EastChair10030Jan
WestTable20050Jan
EastDesk15040Feb
WestChair30090Feb
EastTable25070Mar
WestDesk350100Mar
Dashboard Components
  • KPI Card: Total Sales
    Formula: SUM([Sales])
    Result: 1350
  • KPI Card: Total Profit
    Formula: SUM([Profit])
    Result: 380
  • Bar Chart: Sales by Region
    Shows total sales for East and West regions.
    East: 500, West: 850
  • Line Chart: Sales Over Months
    Shows sales trend from Jan to Mar.
    Jan: 300, Feb: 450, Mar: 600
  • Table: Sales and Profit by Product
    Aggregated sales and profit for each product.
    Chair: Sales 400, Profit 120
    Table: Sales 450, Profit 120
    Desk: Sales 500, Profit 140
Dashboard Layout
+----------------+----------------+----------------+
| Total Sales    | Total Profit   | Sales by Region|
| (KPI Card)    | (KPI Card)     | (Bar Chart)    |
+----------------+----------------+----------------+
|                Sales Over Months (Line Chart)               |
+------------------------------------------------------------+
|                Sales and Profit by Product (Table)          |
+------------------------------------------------------------+
Interactivity

A filter for Region lets you select East or West. When you pick a region:

  • KPI cards update to show sales and profit for that region only.
  • Bar chart highlights the selected region.
  • Line chart shows sales trend for the selected region.
  • Table updates to show sales and profit by product only for the selected region.
Self Check

If you add a filter for Month = Feb, which components update and what do they show?

  • KPI Cards: Show sales = 450, profit = 130 (sum of Feb rows)
  • Bar Chart: Sales by Region for Feb: East = 150, West = 300
  • Line Chart: Sales Over Months shows only Feb point (450)
  • Table: Sales and Profit by Product for Feb:
    Desk: Sales 150, Profit 40
    Chair: Sales 300, Profit 90
Key Result
A dashboard combining KPIs, bar chart, line chart, and table to show sales and profit by region, product, and month.