Dashboard Mode - Tableau Cloud basics
Dashboard Goal
Understand how to use Tableau Cloud to create and share a simple sales dashboard that shows total sales, sales by region, and monthly sales trends.
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Tableau Cloud basics - Dashboard Guide
Sample Data
| Order Date | Region | Sales |
|---|---|---|
| 2024-01-15 | East | 100 |
| 2024-01-20 | West | 150 |
| 2024-02-10 | East | 200 |
| 2024-02-15 | South | 120 |
| 2024-03-05 | West | 180 |
| 2024-03-20 | South | 130 |
| 2024-04-01 | East | 210 |
| 2024-04-10 | West | 170 |
Dashboard Components
- KPI Card: Total Sales
Formula: SUM([Sales])
Result: 1260 - Bar Chart: Sales by Region
Formula: SUM([Sales]) grouped by [Region]
Results:
East: 510
West: 500
South: 250 - Line Chart: Monthly Sales Trend
Formula: SUM([Sales]) grouped by MONTH([Order Date])
Results:
January: 250
February: 320
March: 310
April: 380 - Filter: Region Filter
Allows selecting one or more regions to update all visuals
Dashboard Layout
+----------------------+-----------------------+ | Total Sales | Region Filter | | (KPI Card) | (Filter) | +----------------------+-----------------------+ | | | Sales by Region (Bar Chart) | | | +----------------------------------------------+ | | | Monthly Sales Trend (Line Chart) | | | +----------------------------------------------+
Interactivity
The Region Filter lets users pick one or more regions (East, West, South). When a region is selected, the Total Sales KPI, Sales by Region bar chart, and Monthly Sales Trend line chart update to show data only for the chosen regions. This helps focus on specific areas.
Self Check
If you select only the East region in the filter, what will the Total Sales KPI show?
Answer: 510 (sum of sales for East region)
Key Result
A simple Tableau Cloud sales dashboard showing total sales, sales by region, and monthly sales trends with interactive region filtering.