Modern Sales Dashboard from Scratch in Tableau

so let me check if everything is working fine or not [Music] checked for my phone okay so it's working fine let me share my screen let me share this video [Music] sauce okay so this looks good so guys let me start on my first live session so this is the dashboard that we will be building from scratch today so in this dashboard you can see when you click over this region you can see changes being reflected we have two kpis that includes total profit total orders turnover we even have this feature where you when you click this button then you can see a complete view of your order and when you click again it disappears likewise you can do an export to pdf you can do an x export to image you can even do an export as powerpoint and this is your daily cells and this is top types of category and on the bottom you can see your order details right so we will be creating this dashboard from scratch today so i got inspired to create this video from a lovely tics profile if you check in this tableau profile you will see this dashboard already been created here so i liked this dashboard you can see here even we have a video that shows a bit of steps of creating a creating this dashboard but this is in very high level so for a beginner i am making this video for a beginner who is starting to learn tableau from scratch and who wants to build this dashboard so this video is completely for beginner so if you have a bit of knowledge or or you or if you want you can follow these steps but in this in this video it is a very high level so my target is to explain everything right from scratch and help you to build this dashboard so i will be with you in this live session and i will help you to create this dashboard yeah so this is the dashboard that we will be creating today okay so i will start from scratch i will start my table so i will go in action [Music] so this is the file that i will be using i will give this file in the description below so here is the link even if you want i will say this repository link to you guys and go in with it and here you have the complete dashboard underscore f is your dashboard but i have already made so this this one is saved in this location you can use this dashboard and this is my data set so i will be sharing this link to you in the description below i don't worry uh regarding the files so i'm i'm using this file now so this file is in here in my location so let's use this file let me pull order information so you can see here this is your sample store data you can you have order id order date shipping date [Music] ship mode your customer id customer information the product information the categories we have how much profit how much sales how much discount is being made so all information regarding your superstore data is seen here right so what what we will be doing is we will be creating this dashboard where these three kpis the first one details your total profit total orders your turnover daily sales and then we will create all this feature where we can click this button here and you will see all these changes okay so let let's start from [Music] the scratch so i have imported my files so i have imported the file so first thing what we will be doing is i want to know what is my total profit in the most recent year okay so this kpi the first kpi the total profit for the most recent years okay and the comparison is made with last year okay you can see here a profit of current year and profit changes okay so the changes is with comparison to last year so we can we see double profit change percentage uh we need to make some changes so this is the current year profit and the the upward addo which saw 65 up means in comparison to last year in this year we are 65 up so my profit is 65 higher in comparison to last year so we will create this three kpis first okay so i have imported my [Music] super sample store data and my first access to know the current year profit of current year and compare it with prior year okay so to create a current year profit what do we need to do we need to create a calculated field so what calculator field does is here we add several calculations of logic that we want to add so right now what we want to do is we want to we want to know what is my current year profit right so we will create a calculator field first so what would be my uh the calculated field name so i will write my name as point year indicator and here what i will do and add a logic like if my year of of order it is equals to so i have i'm using this quantity bracket this is called the bracket means so i'm using lod expression level of detail expression so why i need to use this currently bracket because i am using aggregate function like max why i need why i need to use max because i need to take most recent order date most recent order date will be my max of date right max of date will give me the most recent order date so for that to take max i need to use our level of detail level of detail if if we use a level of detail it always starts with curly bracket okay so i will use a level of detail and i will use fixed because the most recent date will always be fixed right so i will use fixed method we have fixed include and explode method fixed method means my variable is always fixed right so my order date will always be fixed and i will always take the most recent date that is max of max of year of quarter day right and then i will close this yep you see one bracket is missing okay this is working fine so what's the use of this curly bracket the curly bracket is used when we use lod level of detail and why we used fixed because my most recent date will always be fixed it will always be the most the most recent date will always be my max of date why i did max so that i can take the most recent days and on the basis of year i am taking the most recent year okay so so to reiterate this bracket is used curly bracket is used for level of detail fixed is used because i am always uh my motive is to fix the order date okay and max also the aggregate function like mean max if we use aggregate function we use level of detail so i am i need most recent date that's why i'm taking the max of order date i hope this will make sense now i have created current year indicator now i will create prior year indicator okay prior means one one year back because i need a comparison so this this kpi will compare this 43k is my most recent order date and 65 percent of source on the receipts of my prior year right so i need my priority information here so here i've created a new kpi and i will write trial here indicator okay so here if my again my logic will be same using order date because i will be using fixed i will be using lod because i am using aggregate function like mean max round and all so whenever you need to use mean max counter you need to use lod execution i loop expression starts with curly bracket and then i need to use fixed because i'm always setting my values to most recent order date and that will be my fixed value so i'm using fixed here so max of order date will give me the most recent days and again this time i will do i will close this bracket this time i want to minus 1 so that i can get my prior date was fixed max of year okay now what i need to do is i need to generate this profit so i have calculated current here 33k will be my current year 65 up will be my prior year comparison so now i need to over total traffic okay so i will create a calculated field again and this time and write my profit of current here so if current year is used is if current here and then swami profit insomnia profit so if i am choosing current here then i should have profit information available to me that's why i'm using this if condition so if if this statement is null or zero i need it to be replaced with zero if this expression is known i need to ex convert that to gel okay so if we use if none if not what this does is if this expression is null this expression is null it will convert this expression known to zero okay so this will be my profit for current here likewise i'm going to create my profit for per year this time instead of point here i will choose fire here indicator okay so if this statement is null then it will be replaced by yellow okay okay so now i need current here my volume and i need to convert this to discrete okay so you can see here the current here is being displayed so this is the number 33 key we see is this number okay now what i need to do is and to convert the format the numbering is in key so i need to go in currency format and here you have option to convert this to k okay you can see 93.44 okay so the numbers are not matching because i have chosen here each division right so it is changing and this is of my region so number will not match don't worry about the number yeah also you need to increase the font so here you can go okay here the a means here this is for font this is for alignment this is for setting this is for border and this is for lines okay so right now i need to increase this font size so i will go in here e and i want to increase this font size to let's say 12 [Music] okay so this looks good now okay 12. now i need to hide this coin here okay let's hide this so you can hide this column by right click right click and then use height and even hide this seat name if you want you can hide but we will not hide the seat name because we need drop total profit here right so i'll write this as as total profit i've also decreased the the font size you can decrease the font size from here i will choose a medium and the color i will choose this kind of color yeah okay click apply okay so i have this information total profit and 33k so 93.4 okay the numbers are not matching because i have chosen this tourism here so now i what i need this indicators so this one this indicator is my prior year prior here we have already calculated right so here we have already calculated but this is in percentage right so we need to convert this in percentage so let's add a calculator field again to convert in percentage so what i will do uh profit teams csmg change all the profit genes okay so what would be my profit change uh it would be sum of topic of going here minus somewhere oh no try it here put this bracket inspect it again so my calculation is valid and i will click click apply so this is my perfect change but i need profit change percentage right so i'll create another thing which friend profit change percentage that's what i need okay so what in this i will do sum of profit of current here and there's some more drag here we'll close this blanket again close this divide by sum [Music] yes okay so this looks good now let's apply now i will drag and drop this in so here abc means you need to drop this in text okay so text if you drop here see the information is being changed here right so you need to drop the value in text so that so that the information is is changed here also we need to change the format to percentage to go in format again uh so what we can do now is this is the percentage change is what we drop here so i'm going to go right click here and go in default properties number formatting percentage to decimal places okay okay you can see the percentage has been changed 14 percentage so we have we have calculated the percentage now you can see this is in different font size also the color is green here okay so to change this font size you can go here i'm gonna click and here we can choose for font size let's say nine and let's do this bold don't will not to board like yeah you can see the font size has been decreased okay click ok and to change the color we will copy drag this into color okay so click on color edit color here you can see the several options we will go and custom dive version because we want our kpi so if you click in this kpi you can escape here if you go in west region or in central division you can see your for negative is shown it is showing in red and for positive it is showing in green okay so we want our kpi to show the two colors one for positive it would be green and four negative it should be in red so i will choose stepped color two because i need only two colors one for positive value one for negative metal right i'll go advanced and i will go in center and i will choose zero because my starting point will be 0 so anything that is greater than 0 will be my green color green color anything that is less than 0 will be my red color so my starting point will be zero that's why i chose a 0 yeah if i click here apply click ok you can see the color has been changed okay so let's do this bold apply yeah now what we see we are very close to create this first kpi right so what we see we see two borders border lining here okay so let's also remove that lining to remove the lining what we go is we can go in format this is for alignment borders and if we remove the divider here you can see the divider is keep is seen here right so if we go into row divider we then do none you can see your divider is gone right so this will add up your divider and if you choose none to go away okay so we are now good with first kpi so total profit and amount is also visible and my kpi is also there now now what we need to do is so this kpi has down arrow you can see here down addo we need to add that down as well so for that what we need to do is if we go inside profit we're going to fold format to a number formatting go in custom you will see this format we need to copy this format okay i'll copy this format and i will paste this format here custom test this format so what does this format means so everything that is that starts before semicolon you can see semicolon here so everything that starts before semicolon is my positive everything that that starts after semicolon is my negative value okay so i will apply this formatting here so that my positive value will have this addo and my negative value will have this added okay click okay you can see your kpi you can see your addo here so we are done with the first kpi you can see if anybody has joined the live session so no one is here let me check if my type session is working fine or not so this looks good yes you can do an export to pdf so i will start so i will continue to create second kpi okay so this is to add one seed to add another city and click here and in second seed we will add total orders okay so this is my second kpi and then this is my third kpi it will add all one by one yeah so now second kpi will be totally orders so my order will also be same so in the dashboard this is my current year order and this is the comparison 33 percent up in comparison to last year my total order for this year is 20 2323 up okay so i will add the same logic which we did for profit genes but now we will do for cells for orders so let me create this duplicate so if applied here then it will take order id so this order id is in can have number as well as as a string so we need to convert this to string okay we'll convert this to string because again order id can handle can have both both numerical and string value that's where we hard code this to string so this is my prior year order okay so let's use do the same foreign id [Music] okay so this is my current year of order [Music] what is going here click apply okay now i will again let me see my guarantee order drop here so my order here i need a count out of total order here right now i need to in this discrete so you can see so currently in the most recent year you will see 9994 orders being made okay now what we will do will convert percentage genes so let me create a copy of this duplicate okay so this will be my so instead of count will be the state of sum we will count [Music] minus counter [Music] change apply okay percentage order change this will be my percent auto scene minus outer order of prior year minus count of order of driver so this will be my point it should also be my comment okay so here we go we have order change now you drag this to text so i need distinct count because the count will be always the same so i need my distinct count here so found extinct information here found extinct right you can see so we did a duplicate that's why the kpi has also been applied here now we will hide this button and we will change the formatting so this was in medium so this was so we need to make sure we we do for proper formatting for all of our kpis so should we in 11 so this let me check the formatting 11 bold video okay so we need to check whether my formatting is same or not just do it bold do it medium okay apply okay now this looks good let me add the color drag and drop this in color again go in edit we will choose custom divergence and step color means we will only have two colors one for positive one for negative so my center point will be zero so anything that is above j that will be my full stream and everything my below zero will be my negative that's why my center point is zero now so my positive value will be always in green and my negative value will always be in red so if we click apply now we can see the borders here let's remove the borders going formatting for borders here we have option you can see this is the option from border remove the panel okay so we have created this two kpi okay so the number should be in bold let's go to formatting it's too bold okay let's see so the format here was 12 size let's convert this to 12. okay so this tool looks good let me add my third kpi that is the thought kpi contains my profit ratio so profit ratio means how much order we have done and how much sales we have done in the most recent year the the ratio of total order of total profit and total sale is my profit ratio that is my turnover okay so we will add this formula to calculate turnover so profit this here so we have not calculated the current year for cells so let's calculate the current here therefore for cells first let me do duplicate of this cells we do this for [Music] four cells 24 cents now i will calculate my ratio profit ratio so address here okay somewhere last year [Music] close this discrete okay so this looks cool so right now we don't have any filter condition that's why it is showing one let's convert this to percentage okay then this looks good and i need a profit change would be my comparison so i will drop this in api i will also convert the color and i will go inside color and it again i will choose so for positive value choose green i will going advance i will choose center as zero because my value starts for positive value greater than zero will will have green color less than zero will have red color that's why i have chosen center as zero okay now i need to hide this right click hide remove the border go in front border right panel and also change the heading this was in medium this was 11 color was this so it's cold okay this was also bold let's go format increase the size to 11 do it bold okay so we have successfully created tweak api as for this dashboard we have created three kpis now what we need is uh these daily cells this one this part daily sales part so go to one more seat so we will so this is my daily sales for last seven days okay so i will go in so order so last uh seven days so it should be in day i will show you the steps that i did over here here so convert this here today okay you add it to my filter you choose date [Music] no now add this in filter so great updates so here we choose for last seven days so let's set from 16 to 30 okay click here apply okay and it should be on the basis of some of filter cells click here to sum now we have created this chart now we will add setting part okay so setting part will be my dual access so again i will go insane okay and i will drop this cell in so this would be my second mark set so this another one it will be my area chart okay i'll drop this in the middle okay so that both are synchronized i'll click here and i will remove header the second one i will go inside the color and i will reduce the opacity okay so this one looks cool do black also change this to black okay again we have a border here you can go inside the format [Music] go inside the this uh icon this stands for border [Music] them [Music] so we have this lining you can see you continue to you need to remove this line you want to go in this lining part on here refresh line will also be done everything is none okay [Music] okay see here drawback your lining is also being removed okay now let's remove this header hide and convert this to format medium and this will be my daily cells let's reduce the size to 11 make it bold and then change the color okay so this is my daily cell so i have replicated this diagram even okay this is my daily sales now we need to go in top five subcategory let's create one sit here so [Music] let me see if anyone has solved the live [Music] session you [Music] [Music] okay so we have replicated this part now we will replicate fourth diagram which is this subcategory okay top five subcategory let's pull subcategory information should be in column so to pull it off five we will go in filter let's first add so point of five is the basis of it's on the basis of some profit okay so some of it here and i'll go in filter and top my field choose five then apply click ok so you can see your top five sub category but right now it is in square format okay but my you can see here the diagram is in circle okay so what we need to do this is first let's convert this to entire view and drag and drop we will create one aggregate average of jso so why we create this because we need jet over here so here you can see this is your cheddar and zero right zero and zero so to have this zero at the both edges we have created one is equal to zero drop is in y axis okay so you'll have something like this then comfort convert your diagram to line chart drop your measures drop your measure value to path let me check measure name drop your major name to path okay so once you do this and then increase your size you can see you can see both edges you can see here circle in both edges okay now to add labels we will drop soft category [Music] and in here and also we will drop because we need subcategory as well as this number sub category as well as profit right so i have dropped category here i also need to drop profit to property levels it's okay now go inside levels so we need side by side so do it here in the same column so this is visible now we will need to change the alignment first let's uh make it work yeah go in automatic this vertical we need to make this up medium [Music] front so this is in front also we need to change this color to white because you can see here this is in white color so i'll change this to white okay [Music] it will also change this color because this should be in brown go inside the color [Music] not here change this color to brown okay wrong will have this text here okay so this looks good so right now if this is in white that's why you will not see your font is in white so if you do black it won't be visible let's do it black corner white for now we will see this later once we create a dashboard so we will hide this part so i will also rename the subcategory as of so captain i'll make this alignment middle make this [Music] 11. your board okay you also hide this part also hide the lining for hiding the lining going format so this lining we don't need horizontal lining so you can go and do it none right now okay this looks good okay so we have replicated this chart table okay any question so now we have replicated this chart now we will add the last one the order details so for that let's go ahead and use it orders so you can see here in order details we have order id customer name segment order date contrary let's pull all these information one by one order id customer name segment order date so right now the order date is in year so if we need in proper date format like mmddy we need to change this to this to attr what is 80 tr is this attribute so you can go here and change attribute see your number is in the mmddyy format okay now i need concrete let's put the country here and i also need profit and sales profit cells so drop this to text profit also cells so you can see here it's been aligned in the next row for that what we will do we choose this alignment doing this so let's add profit this one so let me do this once again so first we had order id okay so let's add order id then customer name then segment and date to convert this to attribute going attribute then country so we also need some of cells so choose this measure names it's a values looks cool okay now we can see here the changes in color so to have this changes in color apply we will convert this to color you also need measure value so also level this in text now again we'll go inside color and we will choose [Music] custom diverse and so i need two colors good advance my color starts from zero for all positive value i will choose green on negative value i will choose weight you can see this has been applied to both both uh columns offered in cells but i need to apply this to one so here i will go and use separate laser we do and then click here this this will be for profit so for profit i will choose custom diverse i will use steps as two steps advance center zero for positive value i will choose green or native menu i will just say click ok you see it's been changed only for profit so for cells i will do the same and i will choose green color for cells so let's do the same for for celsius for positive value green so start with two steps center will be zero my negative value will be all the way okay so i have applied the color but you can see here the dot is being applied here so to apply this format custom format what i did was so you can if you go here and see format go you can see here dot has been used here right for negative value so i will copy this format and i will apply the same yeah okay so how to get this dot if you go in google and if you look at if you look at [Music] code windows we can find all sort of circles here and copy this so you can copy this circle okay [Music] yes [Music] okay okay it's the same but i don't know why so add auto id of the first okay now this looks good order id customer name is in second inside second then segment move this custom [Music] so add order date okay convert this to attribute to get mmd by yeah now we look we're good i will change this header to a tab for medium comment this to 11 change this apply okay this looks good now we are done with we are done with this part even so we are almost done with everything here okay now this part is remaining so this part is for total cells for kpi and this is on the basis of reason so now let's create the total cells first sense again my total cell will be current here total cell convert this to this grid remove this header so again i will convert this to medium so is 11 gold apply okay go and go in font size panel go in currency number not this one standard i want this to key okay it's not been converted yet go here number format question is making okay so increase the format go inside format seat it is called black this will again be my percentage genes so i have not added calculate field four percentage change for my cells so let's add that okay duplicate create duplicate so this will be my cells and cells [Music] change is so i'll copy this in my text again go inside color drop this to color go inside color so this time so my increase is in this color or this color so i'm going diverse choose step 2 at once center gel so my all positive value will be in audience color so let's choose how many scale it's not talking let's do this for increase and this for wait for decrease [Music] apply okay let's go in format and decrease the size from here straight nine apply okay so remove the border go format borders draw panel okay so now we're done with upper part even so we will come back uh to this part before that let me check if there's any question [Music] okay let me check if everything is working fine or not okay this looks everything looks good now what we will do is we will create this design so this uh template you can see here so i will create this template first so creating a template i'm using figma so you can create your login here so this is the template which i have created okay so i will create this from scratch so i will delete this base also delete this page start a new piece so you can go in figma and you can create a create your login and then you can go inside team project you can go in the space easy so so for for creating a layout so go inside dashboard so i will be creating a dashboard here so you can see here the size of my dashboard so you can see here the size my dashboard is 1000 by 800 so i'll create let's create uh [Music] so let me see what size i have created here so it's 1200 by 800 so so let's let me choose the same size 1 800 okay so in figma we'll click create will go inside this and go inside rectangle and at 1200 by 800 size 1200 by 800 okay let's decrease the size to 84 percent so i need my design to be from to have layout by 1200 by 800 okay so 1200 800 okay this looks good you can see here my layout is 1200 by 800 okay with his 1200 by 800 you can see here okay now what we need is we need this layer right so let's add this layer so this layer will be my another rectangle so first let me convert this to white so for white go inside here i think for right way it's f okay let's create this this is my layout okay so it's in white back background the background is white okay now i need this first layer okay let's add the first layer go here skip a bit of gap so to have the round eases what we need to do is from here this is 30. connect this to black so let's decrease a bit of size two sides here scan this looks good so this is too big to be to see so to have a edges i i did here 30 okay corner radius is 30 so let's also add some shadow here go inside the effects let's add some saturn okay now let's now this part is complete let's add three boxes here again let's copy through rectangle two [Music] one [Music] so those three rectangle is white so let's get this f so let's add first shadow [Music] convert this corner to 30 just white just simulate this copy the same so you can find this design let's make it a bit small okay so in the middle you can see two more let's copy and paste here um okay so this size is 249 we also make this 249 okay right in the bottom also need to add one layer here okay so this looks fine now so let's add this box [Music] we have ages so you can find this design in youtube link here in this even you can find the same i have used the same thing that has been shown here so you can follow this to the level i have copied that let's change this color to make it okay let's make it fall before we proceed for this white say let's create one more so for the white seed first let's convert this to white now we go and square and then copy a polygon add a polygon here convert this straight forward i want this again or double click this and this will be this will turn into vector you can press this copy to probe this together [Music] [Music] okay now and copy this both image questionnaires okay so you remove this now click outside go and export this to [Music] bye so once you export this in your desired format so it will so i have destroyed this in after resting this i have stored this in my inside uh [Music] to see just returning with location inside save inside dashboard documents you can see here it's my layout nowadays i'll copy this layout [Music] also we need to add the icon here so let's add this icon even [Music] choose her circle 49 by 15 so let's do black [Music] yes just here here okay now now my dashboard template is ready you see the preview [Music] [Music] [Music] you can see the preview now i will go ahead to export [Music] okay you can see the export sign here water here straight here so i will choose this template design okay so how to add the template is go inside means drop the image here choose the icon so right now it's inside next shot this domains okay you can see your layout so i have added my layout okay i have all the layouts here now what i will do is uh i will add all my design what i have created here let's add so i'm going to convert this to floating first okay follow this to floating drag and drop here to remove this so this is my first kpi second kpi was made to orders so let's just remove this and hotkpi was turnover so this [Music] let's decrease the font size 29 [Music] [Music] [Music] okay now this part is done and let's pull daily cells that's 0.5 category [Music] orders here stickers yeah choose this to fit [Music] okay so this looks good now total cells you're going to drop here let's make the background transparent side change this color to white [Music] format remove the background color convert this color to white [Music] okay you can see now you need to add this layer so this is one of the toughest part of today's dashboard creation to add this layer okay so this layer is so let's let's complete this part decrease a bit of size [Music] yes let's see what font it is don't see anywhere okay now we can see so let's make this inside let's do it in middle align this in right okay change this color to white make it bold yeah let's see once you do it other end simply you change changes so let's decrease the font dude [Music] okay surface and then [Music] yeah this looks good now no okay okay open up more spacing okay [Music] okay this looks good now but uh let's convert the convert this to medium make it bold okay this will convert it to medium okay spacing so this looks good now we will work on this part so that's so for working on this part what we need is so this is one sense for a reason we need one recent field we need so that we can pull all the rectangles that we have created one blank sheet we need right you can see here the blank seat and once one transparent header we need so we'll do this one by one so let's create one cells for a reason [Music] here y-axis convert this to entire okay drop my major and now first i will convert this to line and convert drop this here i will twist size okay this looks good so i've seen here level [Music] blind here and then crease this spacing [Music] move it change the color to white decrease the font size add a bit of more spacing okay convert this to dollar format okay so also gold and stupid it is on both side but we need this in one side okay for that go inside let me incline and remove the airline keep the end line move the start line okay this looks good now [Music] now i will hide this part so you can see the lining here to remove the lining go inside line click none then [Music] remove also this lining straight none yeah you can see let's remove this signal so we have cells for reason so why we are doing this so that we can have this in embedded in here in this dashboard so and then we need this bracket here so for that create one reset see if anybody have any questions okay no nobody has signed okay so go inside the reason this is [Music] okay change this to ship more save and then i'll choose dashboard choose this line okay channel this to entire decrease the size okay this should be fine using all these hair go in format coincide in paint make this transparent remove the lining so remove the borders okay now we have created two now we need we also need a white border so go and add okay let's make this right now black go any reason this reason here let this entire go inside save we'll just say quit more [Music] dashboard okay so this ship i have downloaded from here okay so we have made this design you can go here copy this here you can export this from here use export you can export this here from here and make sure all your file is in inside your tablet repositories shapes so i have created one folder you can create your own one folder and you can store all the information inside here okay increase the size of it change this color to white now this goes to transparent remove this heater remove the lining you can see here so we did this we are doing this to add this feature in our dashboard okay so here you can see the feature to add this feature so let me see if anybody has any question can let's go [Music] we also add one element header so i will show you why we need all these [Music] box here make sure you have no fill no outline and if you save this as an image then i have already saved this as an image and it is stored inside my sheet this and this is the one picture one so if you save that install inside your picture one and then again you go and choose save also [Music] this is your picture one uh choose vision okay we can see the transplant it has blood so this header and again going format using the bottle see here we have central east west region right so we need to apply this transparent header at last and show you how to do that so first one will be first one would be my black rectangle copy here test black rectangle i need vision so i will copy this and do it in label i will do left aligned right side and align this at top also increase a bit of size to 11 this medium fold [Music] [Music] [Music] a little bit more dude just do one straightforward okay um a little more this looks good i think and then pull cells for reason so be my second layer so you can see here we go inside paint and so my background will be transparent so this will be done you can go here okay drop this information here this is work [Music] start okay so this looks good now okay now my third layer will be the white header okay white header so i will make sure my white header is in line with this central region like [Music] so when some quiz includes a bit of size here okay to remove our titan there's the size of it more [Music] slightly more now uh we need to even change the to add labels here so add labels this labels will be on the left [Music] secure the size of it black or not here it should be inside white here white header so let me close this one it should be inside white header it's all the reason see a bit of more spacing to get [Music] okay [Music] you can see the central vision you can see there once again let's increase a bit of more add more space okay this looks good change the font alignment medium okay now oh we have we are almost done so let's go in option now we need one more this extra layer so now now we need to transparent here sorry let's add transparent header so inside font rows [Music] see [Music] okay so i have my transparent header so why we need transparent header because you can see so once we click on this uh here you can see central east south west right so we can have that feature now i'm going to add one more layer let's see someone has stronger they having questions [Music] [Music] um [Music] [Music] [Music] and click on click on salesforce okay [Music] now we have almost we have everything now we will go inside dashboard action add action and filter [Music] so [Music] close this all so my transparent header apply this to transparent interior so whenever i click my transparent header everything should change except so here if you see so what things are not changing here so your your this is this is same like uh you save cells for reason and use vision cities same way so if you click here your salesforce reason and your vision seat is same so we don't want to make any changes in in cells for reason and my black rectangle so there's my black rectangle black rectangle so i will apply i'll apply the filter to regency okay so i don't want my changes to be applied to super reason and my black rectangle yeah let's so right now it's in menu let's change that to select okay so once we click here you can see this effect because we need to go in analyzes layout we need to choose so empty rows and so empty columns you also need to go in sales version here need to choose so empty rows so empty columns okay moving things let's check ones okay also go here even this one so i'm doing that so empty columns okay transparent header also need to just select transparent header even let's [Music] action like rules also apply to transparent editor okay click ok now we choose uh so this is my first layer then this is my second name so i totally here [Music] this is important okay oh [Music] secondly the chicken pieces in white or not okay so what what we did mistake is so here my formatting is not same you can see [Music] your formatting is 11 and and white transparent my formatting is different it's nine okay let's make this eleven [Music] apply [Music] also here to go in the license so close so column okay now you can see it's working right so it's we need to make sure that we are using so it's analysis in layout we did so and so volume also we need to make sure that my black and white header the alignment of this position is same right so right now i showed you how to change the alignment okay so this is how you add your side menu bar [Music] okay now what what things are remaining is so we can see this four icon here right so let's add that four icon now add that for item also we have this icon remaining here let's add that item so first one profit icon so my prof if you look at save this is the the icon money icon pdf icon what i did was i went inside if i went in google and choose money icon here image and i don't click here right save as save image as if you do then do it then store this image in make sure you have installed all your images icons inside saves and dashboard here so if you do this you will have your icon so here choose this go inside save and shapes dashboard so this is my money anchor okay apply so then i'll copy this icon from here to here [Music] okay [Music] good [Music] okay let's hide this [Music] after your hose okay and click on format let's make this transparent and let's hide this now when this is small and place it press this fold from here place this here okay you can see the folder go inside format this is the border remove this water [Music] yeah it runs to the water right now again for order item i simply gone in google and simply did order icon i chose any icon and you can choose any icon that you like okay shapes so i have chosen this icon auto icon drag and drop here make this uh transparent background the one side format go inside folder do it hide the header simply drag and drop here also remove the border formatting your panel to now okay make it a bit small so likewise click on more sheet copy your order account coincide cells shapes more steps dashboard choose your hiking fly okay it's discrete okay copy this turnover paste here in hide add the header make this transparent background go inside format color copy this i can paste this over here [Music] remove the sim the border and divider do this now so we are almost done now we will add s3 before icon so for that you will create one horizontal container drag and drop the central container here make this color the layout as white right okay now so what we are doing now is we're adding this feature [Music] see this feature we are adding now okay now i will duplicate my order details i will hold shift and then place here i will do cleanse the width double click here and then add sew and height icon okay once i remove this in this part copy the hide and show icon over here remove edit button so items shown so i will choose so inside document my terminal repository shapes so in dashboard choose this grid and in case of hidden interest okay it's hard so check whatever i did opposite so i'm opening it i will choose this when hidden let me change this one okay let's check this is working a lot so if i click on we need to make sure we are doing alt click okay alt click alt and then press this button okay see here it's working right now we have a download navigator click and here we can change whatever format we want we want pdf format so i have downloaded all the icon from here like i did a pdf icon along with this part okay i just create icon and i downloaded all the grids from here okay you can do the same button will be my image so my pdf will be in this will be our pdf click apply okay make this small this over here yeah likewise you can again drag and drop here another button choose image let's go to image button will be your image choose here so my button will be this click apply okay and this is small paste here let's add one last [Music] edit button this will be my powerpoint this will be my image powerpoint item apply okay okay love you so this is the dashboard we have created finally you can see this is working you can download this in pdf format now you can move this as image or powerpoint presentation mode so here comes to an end of our dashboard creation so hope you like my video and i have shown you every detail step by step and if you still have any question you can ask to me in the chat so hope you like my video and all the descriptions so please please uh subscribe my channel and encourage me to create such video thank you

Channel: stepbystepdatascience

Views: 1,534

Keywords:

Id: ZtLJDLt2tiM

Length: 154min 47sec (9287 seconds)

Published: Sun May 16 2021