Subscriptions and alerts in Tableau - Dashboard Guide

Dashboard Mode - Subscriptions and alerts

Goal

Understand how to set up subscriptions and alerts in Tableau to stay updated on key sales metrics automatically.

Sample Data

Region	Month	Sales	Profit
East	Jan	1000	200
East	Feb	1200	250
West	Jan	900	180
West	Feb	1100	220
North	Jan	1300	300
North	Feb	1250	280
South	Jan	950	190
South	Feb	1050	210

Dashboard Components

• KPI Card - Total Sales: Shows total sales for all regions and months.
  Formula: SUM([Sales]) = 8750
• KPI Card - Average Profit: Shows average profit per month across all regions.
  Formula: AVG([Profit]) = 223.75
• Bar Chart - Sales by Region: Displays total sales grouped by region.
  East: 2200, West: 2000, North: 2550, South: 2000
• Line Chart - Sales Over Months: Shows sales trend over Jan and Feb.
  Jan: 4150, Feb: 4600
• Subscription Setup: Users can subscribe to receive this dashboard weekly by email.
• Alert Setup: Alert triggers when total sales drop below 8000.

Dashboard Layout

+----------------------+-----------------------+
| Total Sales (KPI)    | Average Profit (KPI)  |
+----------------------+-----------------------+
|                      Bar Chart: Sales by Region            |
|                                                             |
+-------------------------------------------------------------+
|                      Line Chart: Sales Over Months          |
+-------------------------------------------------------------+
| Subscription & Alert Controls (Buttons/Settings)            |
+-------------------------------------------------------------+
  

Interactivity

Filters for Region and Month update all charts and KPIs simultaneously.

Subscriptions send the current filtered view automatically by email on schedule.

Alerts monitor the total sales KPI and notify users if sales fall below the set threshold.

Self Check

If you add a filter for Region = 'East', which components update?

• Total Sales KPI updates to 2200.
• Average Profit KPI updates to 225.
• Bar Chart shows only East region sales.
• Line Chart shows sales for East region over months.
• Subscription emails reflect filtered data.
• Alerts monitor filtered total sales accordingly.

Key Result

Dashboard showing total sales, average profit, sales by region and month with subscription and alert features in Tableau.