Data relationships model in Tableau - Dashboard Guide

Dashboard Mode - Data relationships model

Business Question

How can we analyze sales performance by connecting customer, product, and sales data using Tableau's data relationships model?

Sample Data

Customers

CustomerID	Name	Region
C001	Alice	North
C002	Bob	South
C003	Charlie	East
C004	Diana	West

Products

ProductID	ProductName	Category
P001	Widget	Gadgets
P002	Gizmo	Gadgets
P003	Thingamajig	Tools

Sales

SaleID	CustomerID	ProductID	Quantity	SaleDate	Amount
S001	C001	P001	5	2024-01-10	500
S002	C002	P002	3	2024-01-15	300
S003	C001	P003	2	2024-01-20	200
S004	C003	P001	4	2024-01-25	400
S005	C004	P002	1	2024-01-30	100

Dashboard Components

• KPI Card: Total Sales Amount
  Formula: SUM([Amount])
  Result: 1500
• KPI Card: Total Quantity Sold
  Formula: SUM([Quantity])
  Result: 15
• Bar Chart: Sales Amount by Region
  Uses relationship between Sales and Customers on CustomerID.
  Aggregates SUM([Amount]) grouped by [Region].
  Results:
  - North: 700
  - South: 300
  - East: 400
  - West: 100
• Bar Chart: Sales Amount by Product Category
  Uses relationship between Sales and Products on ProductID.
  Aggregates SUM([Amount]) grouped by [Category].
  Results:
  - Gadgets: 1300
  - Tools: 200
• Table: Detailed Sales Records
  Shows SaleID, Customer Name, Product Name, Quantity, SaleDate, Amount.
  Uses relationships to pull Customer Name and Product Name from related tables.

Dashboard Layout

+----------------------+-------------------------+
| Total Sales Amount    | Total Quantity Sold     |
|       [1500]          |        [15]             |
+----------------------+-------------------------+
| Sales Amount by Region                      |
|  [Bar Chart]                               |
+--------------------------------------------+
| Sales Amount by Product Category            |
|  [Bar Chart]                               |
+--------------------------------------------+
| Detailed Sales Records                      |
|  [Table with SaleID, Customer, Product...] |
+--------------------------------------------+
    

Interactivity

Filters on Region and Product Category allow users to narrow down the data shown in all charts and tables. Selecting a region updates the Sales Amount by Region chart, the Product Category chart, and the detailed sales table to show only sales from that region. Similarly, filtering by product category updates all components to show only related sales.

Self Check

If you add a filter for Region = North, which components update and what is the new total sales amount?

Answer: The Sales Amount by Region chart will show only North region data (700). The Product Category chart and Detailed Sales Records table will update to show only sales from customers in the North region. The Total Sales Amount KPI will update to 700.

Key Result

A Tableau dashboard showing total sales, quantity, and sales breakdown by region and product category using data relationships.