Embedded analytics in Tableau - Dashboard Guide

Dashboard Mode - Embedded analytics

Business Question

How can we embed interactive sales analytics into a website to help users explore sales performance by region and product category?

Sample Data

Order ID	Region	Product Category	Sales	Order Date
1001	East	Furniture	250	2024-01-15
1002	West	Technology	450	2024-01-20
1003	East	Office Supplies	150	2024-02-05
1004	South	Furniture	300	2024-02-10
1005	West	Office Supplies	200	2024-03-01
1006	North	Technology	500	2024-03-15
1007	South	Technology	350	2024-03-20

Dashboard Components

• KPI Card: Total Sales - Sum of all sales.
  Formula: SUM([Sales])
  Result: 2200
• Bar Chart: Sales by Region - Shows total sales per region.
  Formula: SUM([Sales]) grouped by [Region]
  Results:
  • East: 400
  • West: 650
  • South: 650
  • North: 500
• Pie Chart: Sales by Product Category - Shows sales distribution by category.
  Formula: SUM([Sales]) grouped by [Product Category]
  Results:
  • Furniture: 550
  • Technology: 1300
  • Office Supplies: 350
• Data Table: Sales Details - Shows all orders with columns Order ID, Region, Product Category, Sales, and Order Date.

Dashboard Layout

+----------------------+-----------------------+
|      Total Sales      |    Sales by Region    |
|       (KPI Card)      |      (Bar Chart)      |
+----------------------+-----------------------+
|  Sales by Product Cat |    Sales Details      |
|      (Pie Chart)      |      (Data Table)     |
+----------------------+-----------------------+

Interactivity

The dashboard includes filters embedded in the website:

• Region Filter: Selecting a region updates the Bar Chart, Pie Chart, KPI Card, and Data Table to show only sales from that region.
• Product Category Filter: Selecting a product category updates all components to show data only for that category.
• Date Range Filter: Users can select a date range to filter orders; all components update accordingly.

These filters are embedded as interactive controls on the webpage, allowing users to explore sales data dynamically without leaving the site.

Self Check

Try this: Apply a filter for Region = East. Which components update and what changes occur?

• The KPI Card updates to show total sales for East region: 400.
• The Bar Chart highlights or filters to show only East region sales.
• The Pie Chart updates to show sales distribution by product category only for East region: Furniture (250), Office Supplies (150).
• The Data Table filters to show only orders from East region (Order IDs 1001 and 1003).

Key Result

An embedded sales analytics dashboard showing total sales, sales by region and product category, and detailed order data with interactive filters.