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Tableaubi_tool~8 mins

Clustering in Tableau - Dashboard Guide

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Dashboard Mode - Clustering
Business Question

Which groups of customers have similar buying patterns so we can target marketing better?

Sample Data
Customer IDAnnual Spend ($)Visits per YearProduct Category
C001120015Electronics
C00280010Home
C003150020Electronics
C0044005Garden
C0057008Home
C006130018Electronics
C0073004Garden
C00890012Home
Dashboard Components
  • KPI Card: Total Customers = 8 (COUNTD([Customer ID]))
  • KPI Card: Average Annual Spend = $887.50 (AVG([Annual Spend ($)]))
  • Scatter Plot: X-axis = Visits per Year, Y-axis = Annual Spend, Points colored by Cluster
  • Cluster Analysis: Tableau built-in clustering using Annual Spend and Visits per Year to create 3 clusters
  • Table: Customer ID, Annual Spend, Visits per Year, Product Category, Cluster Number
Layout
+----------------------+----------------------+
|  KPI: Total Customers|  KPI: Avg Annual Spend|
|         (8)          |       ($887.50)       |
+----------------------+----------------------+
|                      Scatter Plot               |
|      Visits per Year vs Annual Spend            |
|      Points colored by Cluster                   |
+-------------------------------------------------+
|                  Customer Details Table          |
|  Columns: Customer ID, Spend, Visits, Category, |
|           Cluster Number                          |
+-------------------------------------------------+
Interactivity

Filter by Product Category to update all components: KPIs, scatter plot, and table show only customers in selected categories.

Clicking a cluster in the scatter plot highlights customers in that cluster in the table.

Self Check

If you add a filter for Product Category = 'Electronics', which components update?

  • KPI cards show counts and averages only for Electronics customers.
  • Scatter plot shows only Electronics customers colored by cluster.
  • Customer details table lists only Electronics customers with cluster info.
Key Result
Dashboard shows customer clusters based on annual spend and visits to identify similar buying groups.