0
0
Tableaubi_tool~8 mins

Data model best practices in Tableau - Dashboard Guide

Choose your learning style9 modes available
Dashboard Mode - Data model best practices
Dashboard Goal

This dashboard helps you understand key best practices for building a clean and efficient data model in Tableau. It shows how to organize data tables, relationships, and calculations for better performance and easier analysis.

Sample Data
Order IDCustomerRegionProductSalesOrder Date
1001AliceEastChair2502024-01-15
1002BobWestDesk4502024-02-10
1003CharlieEastChair1502024-03-05
1004DianaSouthTable3002024-01-20
1005EvaWestDesk5002024-03-15
1006FrankNorthChair2002024-02-25
Dashboard Components
  • KPI Card: Total Sales
    Formula: SUM([Sales])
    Result: 1850
    Description: Shows total sales amount from all orders.
  • Bar Chart: Sales by Region
    Formula: SUM([Sales]) grouped by [Region]
    Data:
    • East: 400
    • West: 950
    • South: 300
    • North: 200

    Description: Visualizes sales distribution across regions.
  • Table: Data Model Best Practices Checklist
    Content:
    • Use star schema with fact and dimension tables
    • Define clear relationships between tables
    • Use calculated fields sparingly
    • Filter data early to improve performance
    • Use descriptive field names
    • Keep data granularity consistent

    Description: Lists key best practices for data modeling in Tableau.
Dashboard Layout
+----------------------+-----------------------+
|      Total Sales      |    Sales by Region    |
|      (KPI Card)       |      (Bar Chart)      |
+----------------------+-----------------------+
|          Data Model Best Practices Checklist           |
|                      (Table)                           |
+--------------------------------------------------------+
Interactivity

The dashboard includes a region filter slicer (not shown in layout) that lets you select one or more regions. When you select a region, the Total Sales KPI and Sales by Region bar chart update to show data only for the selected regions. The checklist table remains static as it shows general best practices.

Self Check

If you add a filter to select only the 'West' region, which components update and what are their new values?

  • Total Sales KPI: Updates to 950 (sum of sales for West region)
  • Sales by Region Bar Chart: Shows only 'West' bar with value 950
  • Best Practices Checklist Table: Remains unchanged
Key Result
A dashboard showing total sales, sales by region, and key data model best practices with interactive region filtering.