Publishing to Tableau Server - Dashboard Guide

Dashboard Mode - Publishing to Tableau Server

Goal

How to publish a Tableau dashboard to Tableau Server so your team can view and interact with it online.

Sample Data

Order ID	Region	Salesperson	Sales Amount	Order Date
1001	East	Alice	500	2024-01-15
1002	West	Bob	700	2024-01-20
1003	East	Charlie	300	2024-02-05
1004	South	Diana	450	2024-02-10
1005	West	Eva	600	2024-03-01

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales Amount])
  Result: 2550
• Bar Chart: Sales by Region
  Formula: SUM([Sales Amount]) grouped by [Region]
  Results: East=800, West=1300, South=450
• Table: Detailed Orders
  Shows all columns from sample data

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      |    Sales by Region    |
|       (KPI Card)      |      (Bar Chart)      |
+----------------------+----------------------+
|               Detailed Orders Table              |
+--------------------------------------------------+

Interactivity

Adding a Region filter on the dashboard will update the Bar Chart and Detailed Orders Table to show only data for the selected region. The Total Sales KPI will also update to reflect the filtered total.

Self Check

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

• Total Sales KPI: Updates to 800
• Bar Chart: Shows only East region bar with value 800
• Detailed Orders Table: Shows only orders 1001 and 1003

Key Result

A Tableau dashboard showing total sales, sales by region, and detailed orders, published to Tableau Server with interactive region filtering.