Joining tables in Tableau - Dashboard Guide

Dashboard Mode - Joining tables

Business Question

How can we combine customer information with their sales data to analyze total sales per customer?

Sample Data

Customers Table

CustomerID	Name	Region
1	Alice	North
2	Bob	South
3	Charlie	East
4	Diana	West

Sales Table

SaleID	CustomerID	Amount
101	1	100
102	2	200
103	1	150
104	3	300
105	4	250

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Amount])
  Result: 1000
• Table: Sales by Customer
  Joined on Customers.CustomerID = Sales.CustomerID
  Columns: Name, Region, Total Sales
  Formula for Total Sales: SUM([Amount]) grouped by Name and Region
  Result:

  Name	Region	Total Sales
  Alice	North	250
  Bob	South	200
  Charlie	East	300
  Diana	West	250

• Bar Chart: Sales Amount by Region
  X-axis: Region
  Y-axis: SUM(Amount)
  Result:
  • North: 250
  • South: 200
  • East: 300
  • West: 250

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      |  Sales by Customer   |
|       (KPI Card)      |      (Table)         |
+----------------------+----------------------+
|           Sales Amount by Region (Bar Chart)           |
+-------------------------------------------------------+

Interactivity

Adding a filter on Region will update the Sales by Customer table and the Sales Amount by Region bar chart to show only customers and sales from the selected region(s). The Total Sales KPI card will also update to reflect the sum of sales in the filtered region(s).

Self Check

If you add a filter for Region = East, which components update and what data do they show?

• Total Sales KPI: Updates to show 300
• Sales by Customer Table: Shows only Charlie with 300 sales in East region
• Sales Amount by Region Bar Chart: Shows only East with 300 sales

Key Result

Dashboard combining customer and sales tables to show total sales and sales by region and customer.