Tableau Complete Project End-to-End | Like I Do in My Real Projects

Tableau projects now we can to work together in order to implement Tableau project but what's special about this project is that you will not only learn how to work with Tableau but also you will learn how I usually Implement projects in big companies I'm currently leading big data and business intelligence projects in Mercedes-Benz so that means I'm sharing with you now a knowledge and real life skills on how we Implement stuff in real projects it's not just another online course so I'm going to take you in the project from the starting point the user requirements and we going to end up by having a wonderful Tableau dashboard so the first step we're going to go and analyze the user requirements we're going to design and draw dashboard mockups and then the first step in the implementations we're going to prepare our data source and after that we're going to start building the different charts and once we have all the charts we're going to start planning our dashboard containers and we're going to start building and designing the dashboard so let's start first by understanding The Phases the steps of any table project so now let's go TBL projects are like any other projects for example build building a house the first thing does we have to sit with the users and understand their requirements and their wishes so that means we have to analyze the user requirements and then before starting constructing the house the architect going to go and create a blueprint and the layout by defining the structure of the house and the rooms and then after everything is planned the foundations of the house can be created and this is very crucial step in the construction and now once the foundation is finally stable the construction going to be starting by building building the floors walls roofs and so on and the last pH it is the finishing touches by adding doors adding electricity choosing the paint colors and the decorations so the project faces of building a house is very similar to a tblo project and here I'm going to show you now the different faces that I have usually in each Tableau project so in the first phase of each Tableau project we're going to start with collecting and analyzing the requirements so here first we have to understand the user requirements then we have to go and decide on which chart types we're going to use for each requirement and then together with the users we're going to go and draw the first Mo up of our dashboards and as well decide on the colors then after we have understood the requirements we can go and start building stuff in Tableau and we start with the first step by preparing the data source and here we have the following steps first we have to connect our data then we have to build a data model and then the last step of that we're going to go and understand the data model and the data inside our data source then once we have a solid data source we can start building our charts and we have different steps first we have to check whether we have all the data inside the data source or we have to create a new calculated fields and then once we create those calculated fields we have to go and test them first before we start building any charts and then after that once we have all the data that we need we can start building the charts and then once we have the basic charts we're going to go and start formatting it by adding colors removing grids editing the axis and the headers and now once we are building all our charts using the worksheets we're going to go to the last phase where we can start building our dashboard and now for this phase you have to slow down and start planning everything step by step and rushing in this phase will not help you at all so first we start planning the whole structure of the dashboard by planning the containers and once we have a plan then we go to the next step where we start building the foundations we start building the containers of the dashboard and once we have a solid structure we're going to go and start adding the content to the dashboard and after that we're going to have the step where we can take care of the filters and the interactivity inside our dashboard and then the last step of building a dashboard we can to have the Final Touch by adding icons like icons for the logo icons for the filters or for navigating between dashboards all right so those are the main faces of building a dashboard in Tableau and of course my recommendations to take it step by step and don't thrush things otherwise you're going to end up by chaos and it's going to be as well really hard to maintain the dashboard later so don't rush building the dashboards always take time in analyzing the requirements understanding the data planning the structure planning the mockups and by that I promise you going to deliver a professional work all right so now I'm going to start with the Tableau project from the scratch where I'm going to show you step by step how I usually Implement projects using Tableau and we start right now all right so the first step in each project that we do with that we're going to go and sit with the users in order to understand their requirements their wishes and we usually decend the requirement in something called user story so now we're going to go through these requirements I'm going to leave the link in the description and then we're going to go and start choosing the right charts for each requirement so the user story or the project is about sales performance and here in the introduction it says we have to go and build two different dashboards using Tableau to help the managers the stockholders in order to analyze the sales performance and as well the customers so this means we're going to go and build two dashboards inside Tableau so let's start with the first one the sales dashboard the main purpose of this dashboard is to provide an overview of the sales metrics and Trends and here it says in order to analyze year-over-year sales performance so that means here we are comparing two years together let's check the key requirements in this dashboards so the first one is that to provide an overview for the qbi where we have to display a summary of total sales profit and quantity for the current year and compareed to the previous year so that means in the dashboard we don't have to present all the sales we have to present only the sales of the current year and as well the previous years and now let's go and decide which type of charts that we have to present for this requirements we can go with the bans Bans are very useful in order to show the main metrics like the total s profit quantity in big numbers so for this requirement we're going to go and create bans for it let's go to the next one we have the sales Trends here we have to present the data of each qbi that means the total sales profit quantity on a monthly basis so here we are talking about change over time right for both the current year and compared to the previous year and as well here they want us to identify the months with the highest and the lowest sales so that means we have now to choose a chart that presents change over time and for this you can of course discuss it with the users and show them different types of charts as we learned before so for now I'm going to go with the line charts and precisely we're going to go and use the sparkline charts in order to highlight the Max and Min values all right moving on to the third requirements we have the product subcategory comparison so here we have to compare the sales of different subcategories for the current and as well the previous year and it says as well we have to include in the compersion as well the profits so here we are comparing multiple stuff first the subcategories with each others we have two measures the sales of the current year the previous year and as well the profits so here we can understand that we are comparing the members of the subcategories and for that we can use the bar charts and since we have two values the current year and the previous year we can use for example bar in bar charts and then for the second point in order to compare the Sal with the profit we can present as well another bar chart side by side to the sales in order to show The Profit informations all right so moving on to the last one we have the weekly trends for sales and profits so here the requirement sales we have to present the weekly sales and profit data for the current year so here we are talking about change over time because we have the time aspects and we have to display as well the aage weekly values we have to highlight the weeks that are above and below the average in order to understand the trends in our charts so here again we are talking about change over time but on the weekly basis we have it before as a monthly so here we can go as well with the line chart in order to compare the sales and profits all right so with that we have covered the main requirements of the sales dashboards and as well we have a plan on which charts to be used for which requirements all right so now we're going to move to another type of requirements we have the interactivity requirements so here it says that the dashboard should allow the users to check the historical data by allowing them to select any desired year and not limited to just the current year or to the last year so that means the dashboard should be dynamic where the user select the year that they want to compare it with the previous year so it should not be always the last current year and for that we're can to use parameters in order to solve this task then we have the second requirement it says that we have to provide the users the ability to navigate through the dashboard very easily and for that we usually a botoms inside our dashboards in order to switch back and forth between the dashboards and the next requirement about Interac acity of that the user should be able to filter the data using the charts and for that we can use dashboard filters and now moving on to the last one it's about data filters so we should allow the users to filter the data by product informations like category and subcategory and as well by the location like region states and city so that means we have to provide all those filters inside our dashboard as well all right guys so with that we have covered the first two steps inside our project where we understood the user requirements and as well we have decided and choosed the right charts for each requirements let's move to the third step where we're going to build a mockup for our dashboard all right so this is how I usually draw a MOAB for a dashboard in Tableau so as usual it starts with the title so it's going to be sales dashboard and we can put as well in the title which year is currently selected so it's going to be for example the current year 2023 and now below that we can to have our pans right so we can to have three sections or three pans for the to total sales total profit and total quantity and now in each of those blocks we're going to show The Following informations first we have to show of course the total so we're going to show the total sales as a big number and then below it we're going to show the difference in percentage to the previous year and since we are talking about qbis we have always to show a symbol in order to show the performance of the current year so it's going to be either up or down so with that we have covered the first requirement the second requirement is to present the data on monthly basis and compare the current year with the previous year and for that we're going to use the spark line in order to show the curves and as well the progress of each line so we're going to have two lines one for the previous year and one for the current year and we're going to show the Max and the minan values using like a circle that we can position it on the lines so with that we have covered as well the second requirements and we're going to do the same stuff for each qbi so we're going to do the same stuff for the profit and as well for the quantity all right moving on to the third requirements we have to present the subcategories comparison so we're going to go and use the bar in bar charts in order to compare the current with the previous year so for that we're going to have the background bar in order to present the previous year and the current year going to be the one in the front and what is missing here is the profit so we're going to present the profit side by side to the sales to the right side and as well using the par charts and the profit could be plus or minus and the next info that we going to present is this chart is the profit side by side by the sales and as well it's going to be a bar charts where it's going to have Plus and minus values all right moving on to the last requirements we're going to have the weekly trends for sales and profits and here as well we can use the line chart since it's change over time and we're can to have two sections one for the sales and one for the profits we will not bring them together in one because we want to show the average line for each metric so that means we're going to have a reference line in order to show the average for the sales and as well another one for the profits and then we have to go and highlight using the colors the data that is above the line and below the average line all right so with that we have covered all the charts inside our mup of course we have to add different stuff like a filter so since we have a lot of filters and there will be no space inside our dashboard I'm sure about that we're going to go and have an icon in order to show and hide the filters so that means we're going to have a dedicated section where we can put all our parameters and filters like the product filters and the location filters and the users can go and hit the buttom in order to show or hide this section and now we come to very interesting part of the design of our dashboard dots we have to decide on the coloring and it's very important to decide on the coloring at the start of the project so that you don't have to adjust a lot of stuff later so you have to decide in the coloring as you are creating the Mups together with the users so what I usually do I use maximum of four colors inside the dashboards so the first two colors are the basic colors and they really depend on the background color of Tableau if you are using the white color as a background inside the dashboard then I usually go with a very dark gray and a light gray so those two colors are the basics that I usually use in each dashboard that I create and the other two colors really depends on the user preferences can let the users to decide on those two colors or you can take it as well from the icon of their logo so as you can see in the mockup we are not designing only the chart types and the position of the charts inside the dashboard but also the coloring of the dashboards so now here the final chart that we can add to our Moab do we can add a logo for the dashboards and as well we can add that dynamic make where we can switch to another dashboard by using buttoms so here as the requirement says we have two dashboards we have the sales dashboards and the customer dashboards and we can introduce on the header of the dashboard two buttons in order to switch between those two dashboards so if the users clicks on the customers it's going to switch to the customer dashboards but if the users clicks again on the sales it going to switch back to the sales dashboards all right we will not design now the customer dashboard I'm going to leave it for you in order to practice we are focusing only on the first first part of the requirements of the sales dashboards all right guys so now we have a mockup we have a blueprint and if the users agrees on this blueprints we can go and execute our plan and we can start building that in Tableau and we will start by preparing the Tableau Data Source all right so so far we have understood the requirements and as well we have a mockup for our dashboard the next step is does we're going to go to Tableau and start building stuff all right guys so the first step is to prepare our data source and I promise you to start from the scratch that's why we're going to start our Tableau public as an empty where we don't have anything inside it so now the first thing is of course we need our data go to the link in the description and download the data that I live there for the project then we're going to go and connect it so in order to do that we're going to go to the left side over here so make sure you are at the homepage or the starting page of Tableau so let's go to the text file and then here previously we worked with the big and small data source now we're going to work with the Tableau projects sales dashboards so let's go inside it and here we get files which has similar informations as the old data sources so let's go and select something over here and click open so now we are at the data source page and as you can see we have connected now our data to Tableau all right so the next step is that we're going to go and create our data model inside the data source so here we have to go and understand our data I'm just going to go and remove this from here in order to have everything from scratch so we have to understand our data inside those files in order to know what is dimension and what is fact so let's go go for the customers over here and click view data and as you can see here we have only two columns customer ID customer name this is the dimension it doesn't have any facts so that means the customer table is a dimension let's go and close it and go to the next one we have the locations let's go inside and check the data as you can see we have City Country region states and so on those informations are Dimension informations as well because we don't have any events inside it so it's not really effect let's go and close it let's check the third one the orders so now we can see over here we have some IDs like the customer ID order ID product ID then we have some dates like for example here the order dates we have the ship dates and as well some numbers like the sales quantity profit and so on so this is an indicator that this table is a fact because we have a lot of measures and as well we have dates which can indicate that this table contains events so once you see such a setup where you have IDs dates and measures this is a big indicator that this table is a fact so the orders are fact let's go to the last one to the the products so we can see that we have the product ID category product name and so on those informations are a dimension so that means this table the products is a dimension table all right so with this we have now an overview of our data and we can start moding in Tableau Data Source the first thing that we can start is by drag and dropping the facts so that means we're going to go and get the orders and put it in the data model over here and then after that we start bringing all other dimensions to the data model so let's take the customers for example just drop it over here as a relation and now as you can see T going to create a relation it's very important to check the relationship so as you can see we have the customer ID equals to the customer ID which is correct we will leave all other options over here in the performance as a default since we don't deal now with the performance first we have to build stuff and then check whether the performance is bad or good so at the start leave everything as a default let's go to the next one get the location drag and drop it as well over here and we're going to check as well the relationship it's going to be the postal code equal to the postal code as a key and the last last one we going to get the last dimension of the product and drop it to the data model and as well we going to check the relationship so as you can see we have the product ID equal to the product ID all right so with us we have our data model where we have one fact and all the dimensions are connected to this fact and now the next with that I'm going to go and start changing the names around so for example let's go and rename our data source to sales data source and then we're going to go to the table names and remove the CSV so right click on it and let's rename so let's remove the extensions and as for everything just to have it nice in the data model so with that we have very nice naming in the tables all right so this is about the renaming the next step is that we're going to go and check the data types for the fields whether they are correct or not sometimes if you have bad data quality from the sources you will get strange data types which can make later a lot of issues if you don't check the data quality at the starts so let's do it quickly we're going to go to the product and as you can see everything here we have like characters and the data type is string so everything is fine to the products let's go to the locations and now we can see that all those informations are geographical informations and as you can see all the data types are correct beside the region over here so we can go and switch it to a region so let's click on that and go to geographical R and here we have the type of country region let's go and select that and we can see that all of the contain characters and they are the data type of string so everything is fine as well in the customers let's go to the orders and here we have a lot of fields what is very important to focus here on the date field so as you can see the order date and the shipping date both of them has the data tab date which is really perfect and in many situations I see a lot of informations as a dates but the data type is string and that's because we have corrupt data inside those fields and now the next important thing to check inside our data we have to go and check our numbers so let's make sure that all our numbers has the data type number so as you can see all our Fields has the data type number and this is really important because we want those numbers to be continuous measures in order to to build the charts so that means if you have any of those informations as a string what can happen T going to think this is a dimension and then you cannot use it in your visuals to do aggregations like sum and average because it's a dimension so that's why it's really important to check that all your numbers has the data type number in order to have it as continuous measure all right so with that we have very good and solid data source the next step is that I go and try to understand the data before I start building visualizations so let me show you what I mean let's go to the worksheet page and let's start just run L check the data inside the data source so all what I want now is to get closer to the data to the content of those tables because normally in projects we have a lot of tables and if you don't understand the content of the tables it can be really hard to find your informations and build the correct charts I know that you have practice with most of those informations before but I wanted to show you what are the steps that I usually do inside the project in order to build really nice visualizations so now I go for example and check okay what is category which values are inside it and with that I can see we have three values that means we have low cility inside the category and then I go I check another example let's say the subcategory drag and drop it over here and I can see that okay there's like hierarchy between those two dimensions and then I go and take something else like the segments over here and now we can see that we have a lot of duplicates inside the data which means maybe there is no relationship between those two dimensions and the segment so if I brag it to the start still there is like dcat so there's no relationship between those informations so I go and drop those information I can see okay we have three segments so those are a segments of the users and not for the product so as you can see step by step we are learning the data inside our data source then the next step which is interesting do we have a lot of countries inside our data source so let's drag and drop the country as you can see we have only one country so this data is about the USA Data then interesting which regions do we have inside the data so we have all four regions and states and so on so as you can see I'm just browsing the data so this is really important step in order to understand the business and start discussions with the users of those dashboards that you are creating reading your data understanding your data before creating any charts or any visualizations all right so now once you are done browsing and understanding the content of our data we can go to the next step where we're going to go and start building our charts all right so now we're going to start implementing the requirements by creating the charts and we're going to start with the first charts where we're going to go and build pans so the requirement says display a summary of total sales profits and quantity for the current year and the previous year and let's not forget the requirement that it says the dashboard should allow users to check historical data by offering them the option to select the desired year to be the current year so now let's start with the first B where we're going to focus on the total sales so now let's go to our data let's go to the orders and check the informations that we have inside the sales let's grab it to the text over here and now with that we have the total sales inside our data for all years but the requirement says we have to show the total sales for the current year so let's say for example sbl the order date and put it to the rows over here so as you can see now we have the sales for all years and not only for the current year so this means I need field that shows only the sales for the last year for 2023 in order to do that we have to go and create a new calculated field so let's go and do that and we're going to call it current year sales and then the function going to be really easy we're going to check whether the current year is 2023 if it's true then we're going to show the sales otherwise we will show nothing and for that we're going to use the if conditions so let's go ah and chuse that and then what do we need is the year of the order date because the condition is based on the year so if the year equals to 2023 then what can happen we will get the sales right otherwise if it is not 2023 I don't want anything so it's going to be null so that's it let's end it so again the logic is very easy we are checking the year of the order date if it is 2023 then show the sales if it's false then don't show anything it's going to be null so let's go and hit okay and with that we got a new calculated field the current here sales let's go and grab it to the view over here to check the data so now as you can see this field now is showing us only the sales for the current year 2023 so this is for the first Fields but in the requirements it says we need as well to show the sales of the previous year that means we have to show the sales of the 2022 so in order to do that we have to create as well again a new calculated field to fulfill this requirement so let's go to the current year sales and go duplicate it in order to create the new calculated Fields so let's go and edit it so now what we're going to do it's really simple instead of having 2023 we're going to go and make it one year less it going to be 2022 all right so let's go and hit okay with that we have the previous year of the sales so now let's go and check the values I'm just going to take it and put it here in between those two values and with that as you can see we have the previous year of sales so with that we have the sales of 2022 so now we have the two main calculations for this project we have the current year and the previous year for the sales so how to make those two Fields dynamic we can go and use the parameters in Tableau and now before we create the parameter we have to create one more calculated field in order to have the years of order dates so that later we can use it inside the parameter so let me show you what I mean let's go and create a new calculated field let's call it order dates and it's going to be the years then what we're going to say we're going to use the function year and inside it we're going to have the order dates so this field going to return always the years of the order date so that's it let's go and hit okay and now we're going to go and create our parameter so right click over here and create parameter now we have to go and give it a name it's going to be select a year and the data type going to be integer since it's going to be years so there's no floats and now we have to Define what is allowed to be used as a value inside this parameter if you leave it all then the users can go and insert anything which is not really good because then the users have to go and guess how many years do we have inside our data but instead of that we have to give them a predefined list of all years that we have inside our data and for that we're going to go and and check a list over here and then the values inside this parameter going to come from the new calculated field that we called it years for the order date so let's go over here add value from and then we're going to go and pick our new calculated field this is really good first because it is automatic you don't have to go and manually add all those years and seconds later maybe you get a new year inside your data and you don't have to go manually and adding those informations it going to be automatically added to the list so we are almost fine but I'm not really happy with the format as you can see we have here the sou point so let's go to the display format and what we're going to do we're going to go to the number custom let's remove all those decimal places and as well the display unit is going to be none so that's it so what we're going to do we're going to go to the number custom over here let's remove all those decimal places and as well remove the Thousand separator all right so that's all let's click over here then as you can see we have now the years without any separator that thing that's we have to go and make the current value as the last year so let's go to the current value over here and select 2023 so that's all for this parameter let's go and hit okay and as you can see we have it on the left side now the parameters Let's Go and show it for the users so show parameter to The View and now the users can go over here and start selecting what is the current year so as you can see if I'm selecting the years nothing is changing inside our view and that's because we haven't now linked this parameter inside the calculation and this is exactly our second step so let's go and do that let's go to the current year sales over here and let's go and edit it and now instead of this static value 2023 we're going to go and add our parameter so let's write the name of the parameter it is Select year and that's it so what you are seeing now if the year of order date equals to the selection from the user then show the sales otherwise show nothing so let's go and hit okay and let's go and try that so let's focus on the current year sales and let's go and change the value to 2022 and as you can see now the current year for the sales it is the 2022 and the same if you go over here and make it 2021 so as you can see everything is dynamic and the users now can go and select what is the current year so now the next step with that we're going to go and integrate it inside the previous year so let's go to the previous year edit it and the same thing instead of 2022 we're going to say select year but now since we are talking about the previous year what we're going to do we're going to go and subtract one year so that's it let's go and hit okay and now let's go and test again so 2023 everything is fine let's go and switch the current year to 2022 so let's do that and now we can see that both of those two values did react to our selection so now the previous year is 2021 and the current year is 2022 so with that we have completed the first requirement inside our user story where the users can go and decide which year going to be the current year and we made it completely Dynamic using the parameters all right so with that we have our main calculations for this project where we have the current year and the previous year of the sales so now the next step as we decided in the mup we want to show the differences between the current and the previous year and we're going to have it as percentage in order to show the qbi so let's go and create a new calculated field and we're going to call it percent difference sales so the calculation going to be really easy so we're going to go and subtract the current year of sales from the previous year of sales but now since we want to present it as a percentage we have to go and divide it by the previous year so let's add starting and ending brackets and divide it by sum of previous year with that we will get the percentage of the differences between the current year and the previous year for the sales so let's go and hit okay and with that we got our new calculated field and now what we're going to do we're going to go and change the format to percentage so right click on that and then let's go to default properties number format and now let's go to the percentage and let's have only one decimal let's hit okay now in order to show those values here let's go and remove the year and now let's go and check the value of the differences between the current and the previous year and with that as you can see the differences between the current year and the previous year is is around 29% so again we can go and check our parameter to see whether everything is working fine so let's go to 2023 as you can see the difference now is only 20% all right so with us we have almost everything that we need in order to build our first Spain so I'm going to call this first cheat as a test in order just to teste the data so let's go and create a new worksheet kpi sales and we're going to start building our first charts so now if you check our mukup our qpi has two parts the first part going to be the pants where we have the big numbers and the second part going to be the spark line so here we have two options either we're going to go and make dedicated sheet for each section or we make everything in one sheet like the whole qbi in one sheet and we're going to do that so what we're going to do in the title it's going to be the pan so we're going to put all the informations of the pan inside the title and then inside the view we're going to go and build our spark line so let's start with the pans first what do we need for informations is the current here of sales let's go and grab it on the details and then the second information that we need is the difference of sales so let's grab it as well to the details over here and that's it for now let's go now to the title and start building the pan so double click on the title and now in the first line we're going to give the name of the measure so it's going to be the total sales and then the second information it's going to be the current years of sales so let's go to insert over here and add the sum of the current year sales and the third information is going to be the differences so a new line and let's go and add our calculation the difference of sales so now let's go and hit apply in order to see the information as you can see now we have total sales we have the total number of sales for this year and as well at the end we have the differences so now we're going to go and start formatting this pan so what we're going to do we're going to go over here to the total of sales let's make it the font Tableau book and then let's go and reduce it a little bit more to 14 and now the next thing we're going to go to the total sales and we're going to make it really big so let's select that let's take the font to bold so Tableau bold and then let's go and increase the font to for example 2022 and make it bold as well so here we have really to make it really big so let's go and hit apply just to check the numbers so as you can see we have total Sal small then a big number which is really great so now for the next one we going to go and select it let's choose for example the Tableau semi bold and then make the size to 20 then we're going to go and add the text of versus previous year all right so let's go and hit apply so now everything looks fine this information is not really IR relevant to show it very bold inside our data so let's go over here and change the fonts back to Tableau poke and as well let's go and change the coloring as well something like here really light gray so as you can see everything looks fine now let's go and change the coloring and the format of the text because this is not really irrelevant information so we're going to go over here and change it again to Tableau book and then let's go to the coloring and make it like light gray little bit so let's go and hit okay now you can see that our band look really nice so let's go and hit okay what I'm going to do I'm just going to go and change the format of the total sales so right click on the current year of sales and then let's go to format then instead of having the AIS let's go to the pan over here and go to the format of numbers let's go to the number custom remove the decimal numbers let's have the unit as thousands in order to make it more easier to read and let's add the dollar sign in the prefix so now things looks more professional so we have the dollar sign and as well the number is rounded to thousand all right so now the next thing what is missing inside our kbi if you look to the mockup we have decided to add the qpi symol so we need an icon to indicate whether the sales is going up or going down in order to do that we're going to go to the differences and change the formats so let's go to the differences to the formats and then let's go to the format of number over here and let's go to custom and then we're going to go and add the following format in order to indicate the qpi I will leave this format in the description as well in order for you to copy and paste it so here what we are seeing if the percentage is a positive number it going to be up if it is a negative number it going to be down and of course if you want to add more decimals to the percentage you can go over here and add a zero so as you can see once I add zero the format going to change but now for that I would like to have only one decimal all right so that's all so as you can see now we have a really professional ban where we have the total sales of the current year and as well we have the differences between the current year and the previous year using a really nice qbi so now of course we can go and test it let's go and show the parameter to the right side and let's go for example to 2022 and as you can see everything is changing perfectly 2021 and now you can see the arrow is down because the previous year was higher than the current year perfectly so with that as you can see inside the title we have created the pan now the next step with us we're going to go and create the spark line all right so now let's go and build our spark line it's going to be based on the months don't forget the requirements it's to show the current sales based on the month and then compare to the sales of the previous year so first let's go and switch the parameter to 2023 and let's go and get our order date to the columns and now what we're going to do instead of having years let's go and switch it to months and then we're going to go and grab the first measure it's going to be the current years for the sales let's put it to the row and now instead of having discrete line I would like to have it as continuous line so let's go to the months over here right click on it and switch it to continuous so now what we're going to do we want to compare it to the previous year in order to do that let's go and get the previous years of sales and now since both of the charts going to be line charts and going to be on top of each others we're going to use the measure names and values so let's drop it on the axis over here now you might notice that we have broken our pan so we have here like a range between the lowest value and the highest value we don't want that but we will fix it later don't worry about it so now let's keep focusing on the spark line so with that we have our two lines now what is missing is to highlight the highest value and the lowest value of the current year so now in order to get those two circles on top of our view we have to go and add another measure but first we have to go and calculate it using calculated Fields so let's go and create a new calculated field and we're going to call it min max of the sales so now we're going to go and search for the highest and the lowest values of the sales so in order to do that we're going to go and check a condition using the FL statements so let's start with the first one we're going to say if the sum of the current here and now we're going to go and check whether this value is the highest between all other current sales so what we're going to do we can use the function of window and Max since we are searching for the highest value and then inside it we are comparing all those current years so current year of sales so now we are just checking whether you are the highest value if it's true then what can happen then show the value so sum of current year of sales so that means if you are the highest value then show yourself show the value otherwise we're going to go and search for the lowest value so else if we're going to take the same stuff some of the current here equal but now instead of window Max we're going to use window Min so I'm just going to go and copy everything from here and replace the max with Min so now what can happen if you are the low lowest value we're going to do the same show yourself so we're going to show as well the value of the current here for the sales otherwise we don't want to see any Valu so what we're going to do we're going to go and say ends so that's it the calculation is valid let's go and hit okay so now we have it as a new field but I would like to test the value whether it's working so instead of throwing it now to the visual let's go to another sheets let's grab the order date to the RADS switch it to month I just want to check whether everything is fine let's grab the current year of sales to the view so now with that we we have the sales of each month and now let's go and grab the new calculated field the minmax and drop it over here so now let's check the table what is the lowest value it's going to be the February so as you can see we have the Min and what is the highest value it is November so now as you can see this calculation is working so here my recommendation for you if you are creating something complicated always go and test in the table in order to see the numbers before you switch it to like circles or lines because with those tables we can go and validate better so let's go back to our qbi sales and let's grab our new volume in Max sales and drop it to the row so with that we got our new chart because we have a new measure over here and we have as well in the marks new tab for the min max so now let's go to this tab in order to configure the min max instead of automatic we want to have circles and as well we're going to go and make it little bit bigger in order to see those circles so we have here the Min and the Max and now let's go to the first chart so we're going to go and switch it over here and make sure instead of automatic it's line because we're going to go as a next and merge those two chart in one so in order to do that we going to go and use the Dual axis so right click on the minmax over here use the Dual axis the axis on the right side and maybe just hide it from the right side over here so as you can see we have now those circles on top of our line charts and with that we are highlighting the highest and the lowest value inside our spark line so now we have our spark line but now let's go back to our ban and fix it so as you can see we have a range and that's because inside the view we are using the month as continuous fields and tblo going to go and make it as a range and this is the disadvantage of having everything in one chart they are like related to each others so what we're going to do we're going to go and fix it by doing the following so now in order to fix this we're going to use a trick in order to make it fix and does not like react to the things that we have inside our view so let's go and double click on the first one and we're going to add at the end Open brackets so let's add it at the end and as well to the starts and let's go and hit okay and as you can nothing is changed because we have to go inside the title and change stuff but let's keep changing those stuff let's go to the second one double click on it Open brackets at the end and let's add it to the starts so let's go and hit okay so now the next us we're going to go inside the title and start fixing it so double click on it and as you can see missing Fields because for Tableau this is a new Fields so Side by Sid I'm going to go and add the sum of the current year of sales and then I'm going to go and remove the missing Fields the same thing for the second one we're going to go and add that the differences and remove the missing field and and as well we have to go and change the coloring again from Red because it was a warning and let's add it as black for the second one as well all right so let's go and hit okay so now as you can see everything is back to normal and we have again our pan all right so with that we have built our chart and the next step is that we're going to go and format it in order to make it a beautiful chart right and this includes a lot of stuff like removing the lines removing the grids removing the headers access adding coloring simplify everything right so let's start with the AY stuff where we're going to go and remove those grid and those lines so right click here on the empty space go to format and then we're going to go to the left side over here let's go to the lines let's check the zero lines to none let's go to the rows remove the grids as well so now as you can see we don't have any lines here in the middle let's go to the grid over here and let's go to the sheet and start removing everything like any line should be none so with that we are removing everything inside our grid all right so now as you can see we have cleaned up all those lines inside our chart and everything look really clean the next St with us we're going to go and work with the axis and headers let's go and remove the axis over here so right click on it and let's remove the header so now we might ask why we are removing a lot of stuff and that's because in the dashboards if you add a lot of informations you're going to distract the users and they will not focus on the important stuff which is showing the trends inside the view so we have to reduce a lot of informations and only present the relevant informations so really here you have to be a very minimalist in the design so now what is lift is the moners over here so right click on that let's go to the edit ax we want to remove the title from it so let's go and remove that and as well we're going to go and indicate that those informations are months so right click on that and format and then let's go to the dates over here and let's have an abbreviate so as you can see now we have abbreviations of each month let's go and clear this so now the goal is to show for the users this spark line is based on the months and we don't want to show all those informations so it's enough to show only few values so I would like now to show only January and December and remove all other information so once you see it's January and December you will immediately understand this is based on the moners so what we're going to do we're going to go and edit the a again and change the axis so let's go to the tick marks over here and let's go to fixed and now next we're going to go and change the tick so it's going to start from January and it's going to show the value of December so after the interval of 11 values it's going to show the last month so as you can see now we are showing January and only December and everything is between is not shown so that's it let's go and close it and as well we have those nulls let's go and remove them so right click and hide indicators so now as you can see we have everything cleaned up and we have only the line charts and here we are indicating that it's based on the month of course now what is left is the coloring of our charts so as I said I'm following here only four colors so here we have our basic colors but now let's go and change those informations so now we're going to do we're going to go and change the lines let's go to the lines over here and start working on the coloring so edit colors so now I would like to have the current year of sales to be very dark gray and the previous here going to be like in the background as light gray in order to do that let's go and double click on the first value so now what we're going to do we're going to add our colors inside the custom colors over here in order to configure it only once and keep using it in all other charts so let's start configuring the Colors Let's click on the first cell over here so make sure you are selecting it then let's make it as something like here very dark gray and then the next we're going to go and add to custom colors so let's click on that so with that as you can see we have the five the first color and let's go and hit okay so with us we have defined the first color let's go to the previous year sales and as well make a new color so let's go to the sill over here beneath it and let's make it something like here it's going to be the light gray and let's make it more lighter all right something like this let's add to custom colors and hit okay all right so now let's go and hit okay and with that as you can see the current here is going to be the black one or the very dark gray and in the background we have the previous year of sales so now next we're going to go and change the coloring of those two circles so let's go to the minmax and the marks over here and let's grab the minmax Sals by holding control and put it to the colors all right so now let's go to Colors edit colors and now instead of automatic let's go and switch it to custom over here the last one and then we're going to change the steps to only two steps so now we're going to start on the right color where we're going to define the max value so let's go inside and now we're going to Define our third color so let's click on empty cell over here and let's add the code of our third color the turquoise all right then let's go and add to custom colors over here so as you can see we have our third color let's click okay and now we have to define the left color it's going to be the main value so click on that and we're going to Define our fourth color so click on the empty cell over here and let's add the code for the orange and then let's go and add it to custom colors and with that we got our four colors that we can to use in all our chart inside these projects so that's it let's hit okay and hit okay and now as you can see we got our two circles the highest value the Min value using our coloring and now the last touch that I'm going to add to this chart is to reduce the opacity of those two circles so let's go to the colors over here and reduce it from 100 to something like 70% so that's it all right so now the next step after formatting our charts what we're going to do we're going to go and work on the tool tip so if you Mouse over anywhere in the lines you can see that we have a tool tip and it's not really nice so as you can see it looks like calculations and not human readable so what we're going to do now we're going to go and edit those informations so now in order to do that let's go to the tool tip over here in the marks and then we're going to get this box so here we can see in this window it's very similar like you are editing a title or any text in Tableau so here you have two different types of text the one that is not highlighted this going to be a static and the one that is highlighted with this light gray backgrounds it's going to come from the charts so now what we're going to do we're going to go and remove all those informations and start creating our tool tip so let's start with the first one sales and then we're going to have off and then we going to go and add the month so we're going to go over here into insert and then let's insert the month order dates and here we're going to go and add the current year we can go and use for example the barometer for the selected year but we're going to have a problem as we're going to show the sales of the previous year so for that in order to show the years inside the tool table we're going to go and create some calculated Fields so let's just close this and we're going to go back to it later so now just check the tool tape as you can see we are going to get the sales of March April and so on so we don't have a lot of informations but now let's go and create a new calculated fields and now we're going to call it the current here so it's going to be really simple it's going to be the value that the user selected from the parameter so that's it select here let's hit okay and now as you can see we have the current here in the database let's go and create another one for the previous year previous year and it's going to be as well select year but this time we going to subtract one year from it so that's it let's go and hit okay but now I would like to go and change them to Dimensions because they are not measures so right click click on the current year and let's change it to Dimension the same for the previous year so let's go and convert both of them to Dimensions all right so now we're going to go and grab all the informations that we need in the tool tip to this box over here to the tool tip and as well the previous here just drag and drop it on top of this box here and let's go and show the informations about the current sales and the previous sales and the differences between them all right so now we have all the information that we need for the tool tip let's go inside the tool tip and start configuring it so let's go over here and now after the month what we're going to do we're going to have a comma and then let's mention the year so it's going to be the current year this one over here all right so after that let's have double point and let's go and insert the current sales so insert and now make sure to select the current year of sales this one over here and not the fixed one so it's like fixed but now we would like to show in the tool tab the sales of the current month so in order to do that we're going to go and select the sum of the current year for the sales without any fixed so let's go and select that we're going to go and do the same stuff now for the previous here so sales off we're going to add again the month so now we're going to go and do the same stuff for the previous year so sales off we're going to have again the month so let's go and grab the month comma and then we're going to go and add the previous year so it's going to be this one over here so previous year double points and then let's go the get the sales of the previous year okay so now the next information the next going to be the sales differences so let's say say differences then double points and now let's go and add that differences and here again make sure to not use the fixed one that we have inside the title let's go and get the variable one so the one that we added from the data pane so this one all right the last information that we're going to show inside our tool tip is the minan max values so the highest lowest sales double points and let's go and grab our measure is going to be the min max sales so let's go and select that that all right so that's all the information that we want to add inside our tool tab let's go and hit okay and check the results so for example let's go to the blue point over here so now we can see that the sales of the current year for the month November it had this value and as well it can be compared for the sales of the previous year for the same month and then we can see the sales differences and what is the highest and lowest value so now as you can see as we are moving to different months the values inside the tool tip going to change so now as you can see the format and the design of our tool tip is not really nice right so for example we have the thousands dots and as well everything bold so it's not really easy to read as well the alignment of those informations are not really nice so now we're going to go and format it all right so now let's start first with formatting the current and the previous here so let's go to the current year and let's have the default properties and then format number we're going to have it as custom let's reduce the decimal numbers and as well remove include thousand separator all right so now let's go and hit okay and let's just test so now as you can see 20 23 three don't have any dots let's go and do the same for the previous year so let's go to the default properties and then number format and as well let's go to the number custom reduce the decimals and remove the sou separator so now the next one what we're going to do we're going to go and adjust the format of the numbers as you can see the current month has different format than the previous month so now in order to do that let's go to the previous sales over here right click on it and let's go again to the default properties number format and we're going to go again to the number custom let's remove the this the unit display is going to be thousands and we're going to add the dollar sign so let's go and add it and then hit okay so now let's check again so now we can see now both of the numbers have the same bar formats let's check the Max and Min you can see the Max and Min has as well the same problem so let's go to the min max value as well to the default properties number format and then let's go to the custom remove de symbals add the dollar sign and don't forget to add the unit so it's going to be the South so let's go at it okay all right so now all our numbers has exactly the same format and now what we're going to do we're going to go and format the text so let's go back to the tool tape over here all right so now we're going to go and work with two colors the light and very dark gray so let's select the first part where we have a text we don't have a value so this is going to get the light gray let's take this value over here and let's remove the Bold as well all right so now let's do the same for all other stuff so we're going to select the text have the light gray remove the Bold as well for the next informations all right so now next for the next informations as you can see they have exactly the color that we need and as well they are bold so make sure that everything has a dark gray and as well as the Bold so everything so far is fine let's go ahead to okay and test so let's over to this point over here so now as you can see it's really easy to read where we have a different coloring for the text and the value all right so now the last thing that we're going to do inside the tool tip does we're going to change the alignment of the numbers so as you can see all those numbers starts from different positions so now let's go and change the alignments in order to do that let's go again to the tool tip so now what we're going to do we're going to go and add a tab exactly after the double points and make sure there are no white spaces so we're going to go over here to the first one let's add a tab and now let's go to the second one I believe we have here an empty space so let's just remove it and add a tab all right for the next one I believe I have space so let's remove it and add a tab and for the last one the same thing remove the space and add a tab the tab can to go and automatically and do the alignment for all those numbers so that sets we have all the tabs let's go and hit okay and now let's go and test so as you can see all the numbers start from the same position let's go to the point over here as well so as you can see everything looks really nice all right so with that we are done and we added a very nice and readable tool tip inside our charts so let's do a quick summary for the steps first we create our calculated fields that we need inside our charts and we do testing then the next step we start building the chart the third step we start cleaning and adding format to the the charts and the coloring as well and the last step we go and work on the toll tip perfect so with that we are done formatting the kbi of sales and everything look really beautiful so now we're going to go and do exactly the same stuff twice once for the profit and once for the quantity so we're going to do exactly the same stuff by creating the measures creating the titles and then the spark line so now what you're going to do you're going to pause the video and start creating those two qbis exactly following the same stuff starting by creating the calculated field for the current year of the profits and ending up by having something very similar to here but instead of total sales you should have the numbers from the profits so I'm going to go and do it offline and then we're going to [Applause] [Music] [Applause] meet two hours later all right so that was a lot of calculations and a lot of stuff but exactly the same steps so I hope with that you are done building the other two qbis so now we have a qpi for profits for quantity and as well for sales and all of them looks like really similar all right so now we are halfway there we are done with the first two requirements then the second two requirements is to build the charts about the subcategories and the weekly Trends so now let's start with the first one the subcategory comparison so what we're going to do we're going to go and compare the current year and the previous year of sales by that subcategory and as well we're going to go and add the profit informations and we have decided in the Moab to use bar in bar charts for the sales of the current and previous year and as well another separated bar chart for the profits all right so now let's go into T and create these charts let's go and create a new worksheet let's call it subcategory comparison all right so now the first step it does we're going to go and ask ourselves do we have all the data that we need for this charts or do we have to create any calculated Fields I think for these charts we are safe we have almost everything so this is what usually happens in the projects for the first chart you're going to end up creating a lot of calculated fields but as you are creating views and charts you will have less need of creating new calculated Fields so now let's go immediately and start building our charts let's go and get our subcategory so we're going to go to the products over here drag and drop it to the row and then we need the two measures previous here and the current year so let's start with the previous year of sales let's drop it to the columns so this going to be the first bar where we have it in the background now let's go and get the second bar for the current year of sales so drag and drop it to the view of here so now what we're going to do we're going to go and bring them together in one chart on top of each others but before that I would like and go and format it a little bit so that's immediately we're going to get the bar and bar charts so what we're going to do we're going to go to the second tab here in the marks and let's go and make the size smaller and now next we're going to go and change the color as well so let's go to the color over here and let's go to more colors in order to get our colors right so let's get the dark one and hit okay and next what I'm going to do instead of automatic I'm going to make it bar in order to make sure that once we merge everything it stays as far and doesn't break so now let's go to the background to the left one and format it as well so let's go to the colors more options and now we're going to get the light gray so let's select that and hit okay all right and as well we're going to make sure that it is a bar chart all right so with that we have got the background and the front let's go and merge them right so let's go to the current year of sales right click on it and let's use the Dual axis great now we have bar in bar but as usual we have to go and synchronize them so right click on the current here of sales synchronize access and as usual we going to go and hide it so right click on it and hide the header all right so with that we have the power in power chart we will go and format it later don't worry about the look and feeling of these charts let's go and add the profit now right so let's go and grab the current year of profit and drag and drop it to the columns as well so as you can see it's really easy right we got now a second chart for the profit side by side to the sales so now the next thing that I'm going to go and show the parameter as well in order to test it so let's go and show parameter and now let's go and change the year for example to 2022 and see that everything is changing so everything is working as intended so let's go back to 2023 all right so that's it we have created the charts it's really easy working with Spar charts compared to the qbis right so now let's go to the next step where we're going to go and start cleaning formatting changing the color changing the sizes so let's go and do that so first let's go and hide all the lines inside our grid so right click on the empty space go to format let's go first to the lines and check what do we have over here so make sure to have this Zer line away rows columns so let's go and remove the columns as well so that's it for the line let's go and switch to the borders or to the grid and let's go to the sheet over here and start removing everything so we don't need any lines so that's it now our chart is really clean and we don't have any lines next we're going to go and start hiding the axis and some informations in the headers so let's go to the axis over here and remove the header and as well we can go to the headers informations over here but we want to just hide the title the sub categories so right click on it and then hide the label so with that we removed it we don't need it because we have it in the title later all right so now the next B that we're going to go and start formatting the coloring and the fonts and so on so now let's go to those informations to the subcategory right click on it and let's go to formats and now let's go to the font over here let's make it dark and as well let's go change the font to a medium Tableau medium and let's make it 10 so in order to make it more clean all right so that's all for this information now let's go and start formatting the chart so now what we're going to do first let's go and change the sizing of those parts on the left sides so let's go to the previous sales it's going to be the background let's make it a little bit bigger and then let's go to the front one to the current year and make it thinner so let's go to the size over here and just make it smaller in order to see the effect of bar and bar all right so this is way better than before so that's it and of course here's the coloring is working because we changed that before but now what we're going to do we're going to go and change the coloring of the profit so let's go to that current profit and what we're going to do we're going to add the measure to the color so hold control and drag and drop the profit on the colors all right so now let's go and edit those colors now what we're going to do we're going to go and change the steps to two steps and let's change the positive and the negative values so the positive one we're going to use our color over here the turquise and then for the lower value we're going to use the orange so let's go and change that so that's it let's go and hit okay and with that we can immediately identify which subcategories has a positive and which one has a negative one all right so now we are done with this step where we have cleaned and format everything inside these charts but now before we go to the next step where we going to work with the tool tip I would like to add here a qpi to indicate where do we have an issue that means I'm going to show an icon when the current year is less than the previous year so in order to do that we're going to go and create the qbi let's go and create a new calculated field let's call it qbi current year less than previous year so now it's really easy if the current year is less than the previous year for the sales we're going to show an icon so in order to do that we're going to use the condition so if and we're going to check the sum of the current year of sales is smaller than the sum of the previous here for sales so what going to happen we're going to go and show an icon so we're going to say then and we're going to add the circle and now of course the question is how to copy the circle I'm going to leave this calculation in the description for you to copy and paste so now what can happen if the condition is not fulfilled so we're going to say else it's just empty so that's it let's end it so the calculation is valid let's go and hit okay and now what we're going to do we're going to grab this new calculated field and just put it in front of the subcategory so now we can see immediately where we have bad performance for the sales we have three categories with these three circles so now let's go and format it I'm just going to grab the bars and put it side by side to those circles and then we're going to go and change the colors as well so right click on the circle let's go to format and then let's go to the font over here let's go to more colors and we're going to go and get the orange since it is always like loss so let's go and hit okay so of course we can go and test stuff let's go and change the year to 2022 so we have again different subcategories with issues and let's go to 2021 and here we can see we have a lot of subcategories where the current year is less than the previous year all right so as you can see it's really nice qbi in order to show immediately where do we have in issues so now let's go and switch it to 2023 and with that we have our qbi but now I would like and go and sort the data in order to have it as a rank so let's go to the subcategory over here and let's go to sort and then let's go and switch it to field and we're going to choose the field to be the current year of the sales and let's have it as descending so we have like a rank all right perfect let's go and close it all right so that's it I'm really happy with the view let's go now to the last step where we can adjust that tool tip okay so as first step let's go and add few informations to our tool tip so what we're going to do we're going to go and grab the previous year of sales so by holding control put it in tool tip the current year and the profit fet and then we're going to go and grab our current year and the previous year and as well let's go and add the differences between sales to the tool tip as well all right so now let's go inside and start configuring those stuff so let's check the first one going to stay as it is so the subcategory then let's have next the current sales so I'm just going to cut it and paste it over here but I would like to go and change the text so it's going to be sales of and then we have to go and insert the year right so the current year here and then we're going to add the double points and make sure to remove the space and add a tab all right so the next line going to be about the previous here so I'm just going to cut and paste and then change the text to sales off and let's go and insert the previous year so let's just make sure that we have a tab after the double points perfect and then let's go and add that differences so let's go and get the differences over here it looks nice I'm going to leave it as it is and then the last info I'm going to go and add the profit so we can can add the profit over here so profits of and then let's go and add the year the current one so the profit of the current year it's going to be the sum of the current year of profit so let's make sure that we have the tab so that's it let's go and remove everything else and with the coloring everything looks fine let's go and hit care so now let's go and test it and now we can see everything like formatted really nicely so the subcategory is machines the sales of the 2023 2022 the differences between them and the profits and you will get as well the same informations if you go over here to the right side to the profits so now the last thing that I'm going to change is the format of that 2023 for the sales so let's go and change that right click on it and then let's go to format the usual stuff we're going to go to the number to the custom remove the decimals add the unit and then the prefix of dollar sign so that's it so now let's go and test it and with that you can see the numbers of sales and profits follow exactly the same formats so that's it for the tool tip and the last tip for this chart now everything looks really professional so with that we have completed the third requirement for this dashboards where we compare the sales and profit informations by the subcategory all right so now we're going to move to the last requirement to the last charts for our dashboard we're going to create a line chart in order to show the weekly trends for sales and profit and as well we have to show the average line for both sales and profits and we have to highlight what is above the line and below the line so let's go and create a new worksheet so we're going to call it the weekly Trends all right so now the first step do we have all the data that we need in order to build the chart well yes we have the current here for the profit and for the sales then that means we can now go and jump immediately building our charts so since it is a weekly Trend we need the order date so let's go and get the order date put it to the columns and now let's change it from year to weeks so right click on it let's go over here to the more and then week number but we would like to get a continuous line it's always better than a discrete line so right click on the weeks over here and let's switch it from discret to continuous all right so with that we got the number of the weeks and now let's go and get our measures so the first one going to be the current year for the sales and the next one going to be the current year for the profits and with that our view is splited into two charts one for the sales and one for the profits and with that we can see the weekly sales and the weekly profits all right the next step is that we're going to go and add the reference line for each measure so let's start with the sales right click on it and let's go and add a reference line so here we have everything prepared everything is fine average of the sales I'm going to go and change the label from computation to custom and let's add the following so average and then space and now let's go and add a value and that's it for now so with that we have a really nice average line inside our chart for the sales let's go and do the same for the profit so right click over here add the reference line so of the value is the profit and the calculation is average let's go and change the label to the same stuff so average and then space let's go and insert the the value and that's it let's go and hit okay so with us we have fulfilled the two requirements first we have the trends for B of the sales and the profit and we have an average line for both of the measures now you might ask why we don't go and merge those two charts in one using the Dual axis well I would do that if we don't have average line so imagine now we merge both of them and then we will get two average lines it's going to be really hard to read the charts so for this scenario since we are focusing on the average it doesn't make sense to me them together then it's going to be really hard to read so this means for this requirements we're going to leave them separated from each others well that's it for building the charts it's really easy right so now we're going to go to the fun part to the next step where we're going to start cleaning formatting adding colors so let's start doing that we're going to start by removing the lines so right click on the middle let's go to format and now first we start with the lines so let's remove any lines inside the sheets inside the rows and the columns all right but this time we will not go to the grid and remove any lines because they are really important in order to separate both of those charts so we will not touch anything here so only the lines and not the BS all right so that's all about cleaning up the lines let's go now and clean up and format our axis and hits so let's start with the weeks over here what I'm going to do I'm going to go and just remove the title so let's go over here remove the title in order to have more space all right so now let's go and format those axes I will just change the title to only sales so let's remove the first part the same thing for the profits let's just have only profits so that's it and now we still have an issue we have different format for the numbers so as you can see we have here the dollar sign and on the sales we don't have it so let's go and format it this time from the data Bane so right click on the current TI of sales let's go to the default properties number format as usual we can remove the decimals add the unit and the dollar sign so that's it hit okay now as you can see we have exactly the same format and as well for the average all right so that's it for the access and headers let's go and now format the reference line so right click on the reference line let's go to format and now what we're going to do we're going to change the line to a dash line and as well increase the opacity to around %. all right and as well let's change the color of the font to make it a little bit darker okay so that's it for the first one let's do the same stuff for the second average line right click on it go to format change it to Dash and let's increase the osity so around 40% and the font let's make it darker all right so with that we have formatted both of those average lines so with that we have formatted everything around our chart so now we going to go and start formatting our line charts so now what we can do for those lines we can change it from linear to steps in order to make it more interesting so what we're going to do we're going to go to all and then let's go to path and then instead of having the linear let's go to the steps so now as you can see our charts going to look more interesting than the Bing linear so now let's talk about the coloring of those two charts because we have a requirement so that says we have to highlight the weeks that's above the average and as well the below average so we're going to use the coloring in order to do the highlights and now we might say it's really easy let's go to the colors for for example to the sales let's hold control and put the colors over here well you can do that but it's not really 100% correct because you can see we have the light colors below the average and we still have here as well a light color above the average so in order to be more precise we have to go and create calculated field for the coloring so let's go and do that first for the sales let's go and create a new calculated field we're going to call it qbi sales average and for this calculation we want only two values as an output either it is above the line or below the line so in order to do that we have to go and check that using the FL statements so let's start with the F statements and let's say if the sum of sales of the current year for the sales is higher than the average so let's say higher and now in order to check the average for the weeks what we're going to do we're going to use the window average function and then inside it we're going to have our aggregated field the sum of current year for the sales so now what we are doing over here we are just checking whether this sales is higher than the average sales but we are using the window function because we care only about this window this year so we don't want to have the average of all other years we are just focusing on the window that we have inside our chart so what can happen if the condition is fulfilled so let's have then we going to have the value above otherwise we going to have the value below so that's it let's end it so with that the calculation is valid let's go and hit okay and with that we got our new dimension let's now add move it to the colors instead of the sum of sales so now we can see immediately that anything below the average has the color of orange and anything above the average has the color of blue so let's go and change the coloring to our Colors Let's go and edit the colors and now let's go to above double click on it let's have our blue orque then let's go to the below and get our second color so that's it let's hit okay perfect so now we have it we are highlighting what is above and what is below the average let's go and do the same stuff for the profits so what I'm going to do I'm just going to go and duplicate the same calculation and then let's go and edit it so now we're going to go and replace the sales with the profit so let's start the title profit let's move and remove the copy let's have the current here of the profit and as well here the current here of profit as well so everything is fine so as you can see we are doing exactly the same stuff but only for the profits let's go and hit okay and then what we're going to do we're going to go switch to the profit in the marks and let's grab our new calculated field to the colors so let's go and do that and the next going to go and change the coloring so edit colors the above going to be the and the below going to be the orange so that's it let's it okay all right so with that we are as well highlighting the stuff in the profit above and below the line and with that we have covered all the requirements for these charts but now as usual don't forget always to test so let's go and select the years and show it to the parameter to the right side and we can start testing the other years with there everything is fine so as you can see everything is nice now we're going to go to the last step where we're going to add the tool tips so what we're going to do we're going to go to the all over here and let's add the current year information to the tool tip we don't need the previous here because we are not comparing the current and the previous so now let's go to the tool table and check what do we have over here I think we have almost everything that we need so now let's go and change a little bit stuff so instead of week of order date let's have the number of week and as well let's just make sure that we have a tab after the double points and then the next one we don't need it so now the next one we're going to have the current year for the sales I'm just going to go and rename it sales off and now let's go and insert the current year and as well make sure that we have a tab after the double points then the next one is going to say whether it is above or below the average so what we're going to do we're going to remove this part over here and we're going to have above or below and after that we're going to add the static word the average so since it's static let's go and format it so let's remove the bold and make it light gray okay so now let's go and do the same stuff for the profit so instead of the current here of profit we're going to say profit of let's go and add the current here then double Point make sure there's no spaces and then a tab and the same stuff for the average qbi so we're going to say the average and as well format it all right so I think this is nice let's go and test it so let's go and hit okay all right so now let's go and test if I check any value above the average for sales we can see that the number of week the sales of 223 and it says it is above the average so if we go below the average we will get below the average so as you can see everything is working perfectly let's go to the profits so we have above the average over here and we got the profit of 2023 and if we go below the average and we can see it is below the average everything is perfect and with that we have covered the last chart inside our requirements so that means we have now all the sheets that we need for the dashboard so the next step that we're going to go and start building the dashboard all right so now we're going to start talking about building the dashboards the first step is that we have to plan the structure and the containers of our dashboard all right so now let's start sketching the container structure the first one is as usual going to be the main container and it going to be a vertical container and then we're going to start from top to bottom so first we have like a title and two buttons so for that we can include a horizontal container where we have the title and the buttons moving on below that we have the information of the QB so we have side by side objects here again we going to go and use another container another horizontal container in order to have all those ski side byid then moving on below that we have the charts right so it's again two charts side byid and we will use a third horizontal container for them so this is the main object that we have inside the main vertical container but of course in our dashboard we have as well a lot of filters so what we're going to do we're going to build a vertical container where we're going to put all the filters for the dashboards but this container can be outside of the main vertical container and we will use use the floating options and this vertical container going to be outside of the main container the vertical container and for that we're going to use the option of floating and as well the ability to hide it or show it so I would say we will go with this plan and of course it is a plan so that means as we are building the dashboard sometimes we add like an extra container to organize stuff so we will not cover everything in the plan 100% but we will cover the main stuff all right so now with that we have a plan for our dashboards let's go and implement it in tableau all right so now let's go and create a new dashboard and we're going to call it sales dashboard so now the first step that I usually do is fixing the size so let's go in the left side to the size change it from range to fixed size and then let's go to the width I usually go with the 1,200 and for the heights let's go for 800s okay so with that we got enough white space for our dashboards and I usually start with the main container but since we have another container which going to be hidden and shown for the filters I'm going to start with that first so now in order to create this vertical container I have a quick way in order to catch it so what we're going to do we're going to take any worksheets let's for example go with the qbi sales let's drag and drop it to the middle so as you can see TBL can go and automatically create a vertical container on the right side where it's going to put everything inside it the parameters filters Legends and so on and this is the container that we're going to use for our filters so now what we're going to do we're going to go and convert it to a floating element or floating container so in order to do that hold shift and then click on this icon over here and then just move it so as you can see now it's like freed and let's drop drop it anywhere so now let's just move it here to the end and what we're going to do we're going to go and remove this chart because we have to go now and build the main container so let's go and just remove it and as you can see we still have it here on the right side so now what we're going to do we're going to go and color the container so make sure to select the container over here let's go to the layout and then let's go to the Border make it a line and then let's choose any color for example the purple one and as well let's go and put a background for it maybe the purple as well so with that we can see that we have here a container a floating container on the right side and the next step we're going to go and give it a name so we have it here in the item hierarchy let's go to the vertical container click on it and then let's give it the name of filter so container filter all right so now we have our first container let's go back and start building the main container for the dashboards so let's go back to the dashboards and let's grab a vertical container for the main one so let's drop it here in the middle and now we're going to go and add the coloring for it so let's go to the layouts let's go to the borders and let's have it as an orange and as well I would like to add a background color for that so let's take the orange as well so with that we have our main container on the left side you can see we have the Tilt and then the vertical container let's go and rename it I'm just going to make it a little bit bigger over here so we're going to say you are the main container all right so now the next step with that we're going to go and add planks in order to have placeholder for the elements inside this container so let's just go and add one and then let's go with the first container inside the main one we have the horizontal container for that title so let's take a horizontal container just drag and drop it here below make sure that is inside the main container so do that carefully all right so we have our horizontal container let's go and put some coloring on it layout border and let's make it blue and as well for the background let's have it as well as blue so now of course let's go and check stuff over here so we have the vertical container we have our blank on top and then we have the horizontal container let's go and rename it you are the container for the title all right so now let's go inside it and put some content so what we have we have a text so let's drag and drop it inside the horizontal container so let's say you are the sales dashboard we will format everything later so that's it let's go and hit okay so now as you can see our container can to be very small let's make it a little bit bigger and now we have to go and add the two buttons so so let's go with the navigations make sure to add it inside to the right side right because it is horizontal container so let's go and drop it and we need another one so let's go and drop it as well to the right side or in the middle doesn't matter all right so now let's go quickly and check the layout to make sure that everything is fine so inside the title we have a text and then two buttons great so now let's go to the next contents we going to have another container for the qpi so let's go again to the dashboard and take horizontal container and make sure to put it beneath the first container so let's drop it over here and now make sure to click it and let's go and add the coloring to it so it's going to be line and as well blue the background going to be as well blue all right so now the next we're going to go and add again a name for it so let's go inside you are the container for the qbis okay so now let's go and add some content inside it using the planks so the first blank make sure to DP it in the second horizontal container and now we have it very small so let's go and extend it and then let's grab another one make sure to put it on the right side so now with that we have two planks and let's go and grab the third one to the right side so with that we have our three Place holders for the QB eyes and again I always go back to the layout to check that everything is fine so as you can see those three planks are inside the qbi so everything is clean let's go back now to the dashboard and add the last container for the charts so we're going to go and grab again a horizontal container drop it below the middle one and let's go and add some coloring to it so let's go to the layout we add some border blue and as well a background for that now let's go and give it a name so you are the container for the charts okay so now let's go and add some planks in order to have some content inside it so the first plank inside it and now we have it very small so let's extend it and the second blank to the right side so now we have two places for our charts let's go to the layout and check as you can see we have the two planks underneath the charts all right so with that we have the three containers for our content let's go and remove the first plank since we don't need it anymore so we have it in the top over here let's go and drop it so with this we have built the foundation the structure of our dashboard so we have the container for the title we have the three qbis and then place for the two charts and as well we have here on the right side our floating container for the filters all right so as you can see it's really easy just let do it slowly step by step check everything give it a name don't rush it all right so that's all for this step now finally let's go to the step where we're going to put everything together and put the content inside our dashboard okay so now let's go and put all our content inside our dashboards don't worry about the filters we're going to do it at the end so let's start with the qbi right so we're going to take the first one the qbi of sales make sure to put it near the planks and then let's go and grab the second one next to it and the quantity as well next to it so let's go to the layout to check everything so as you can see we have this container for the kbis and inside it we have our three kbis now we don't need any more of the planks let's go and start deleting them all right so now let's keep going and put the other charts inside our dashboards let's take the subcategory make sure to be inside the third horizontal container so let's drop it over here and then the last chart is going to be the weekly Trend let's drop it side by side over here so let's go to the layout and check so as you can see the horizontal container for the charts has our two charts and the two blanks let's go and remove the blanks great so now you can check again our structure in the item hierarchy to see that everything should be looking like this so we have the main container where we have inside it three horizontal containers the title should has the tital and the two buttons and then the qbi should has the three qbis and the chart should has the two charts so if you have it like this that means everything so far is clean and we are in a good way all right guys so that's it for this step we have the main content inside our dashboard and it was very easy and fast so now in The Next Step things going to get interesting where we can start formatting coloring positioning the stuff in order to have a clean and professional dashboard okay so now let's start formatting our dashboard the first step is that we're going to go and make sure that our content is distributed evenly in each container so let's go to The qpi Container over here make sure to select it and let's go to this small arrow and let's click on distribute contents evenly all right so let's move to the next one as you can see those two charts are not distributed inly so let's select the container and let's go to the more options and distribute it evenly so with that we're going to get a fair alignment for all charts we will not do that for the first container because the title should be bigger than the navigation buttons okay so now let's start from top to bottom let's start with the title so let's go inside the title over here and start formatting it so we're going to call it sales dashboards and then let's have a pipeline and then let's have the year the current year that the user selects so what we're going to do we're going to go to inserts and let's add our parameter so now let's go and change the font sides let's select everything and make it for example 24 and now let's go and change the coloring so let's go to the colors and pick our coloring right so let's go and pick the dark one and for the year let's have it as tableau medium and pick the other color that greas all right so with us we have our title let's hit okay and check how it looks like yeah I think it looks fine let's make it a little bit smaller okay so that's all for those two containers now let's go and check the buttons we have to make sure that those buttons has exactly the same sizing which is really hard to configure so what we're going to do we're going to go and grab a mini horizontal container in order to put those two buttom inside it and distribute it evenly so with that we're going to get a perfect sizing let's go to the dashboards and and let's get a horizontal container make sure to drop it to the right side so with that we have a small container let's make it a little bit bigger to see it I'm just going to remove stuff and now we're going to go and move those buttons inside it so let's drop it inside it and as well pick the second one and put it to the right side so now of course let's go quickly and check that everything is fine so now let me close all those stuff we are at the title we have our title and then we have the mini horizontal container and inside it we have the two buttons all right great so now let's go and make everything distributed evenly so let's go to the horizontal container let me just quickly give it a name so you are the horizontal container for the buttons okay perfect and let's go and distribute this container evenly so make sure to select the horizontal container and let's go to the options and distribute content evenly so now as you can see those two buttons going to get exactly the same size so as I'm reducing or making it bigger both of them going to get exactly the same size so let's just make it a little bit smaller and now let's go and change the design of those buttons so click on the first one let's edit the button okay so now let's say the first button going to be for the sales dashboards so let's go and select it it's going to be the sales dashboards and and now let's go and give it a title or a name it's going to be sales dashboard and now let's go and format the font it's going to be white so everything is fine let's go to the background let's pick our colors so let's go to more colors and pick our blue okay so what else let's go again to the fonts and make it instead of 12 let's make it like around 10 all right so that's it let's go and hit okay now with that we have configured the first button let's go to the second one let's go and edit the button and now since we still don't have this customer dashboard we cannot go and select it but I still I want to format it so let's go to the font make it 10 and this time I'm going to make it black and let's give it a title it's going to be the customer dashboard and for the background it's going to be the white and let's go and add a border for it so it's going to be the line something like this maybe and then a gray okay so now let's add a tool tip it's going to be go to customer dashboard okay so let's check that okay so as you can see we got the second btom it's still gray because we haven't select any dashboard so once we have a dashboards it's going to be white so now let's go and make it a little bit bigger so select the container just make it a little bit figer okay so that's it we will visit it later once we have the customer dashboard all right so that's all for now for the first container what I'm going to do I'm just going to go and remove the background coloring of the container so let's select the title let's remove the border and as well the background color so let's have it as none all right so now let's move to the next one we have our KB eyes so the first thing that I'm going to do I'm just going to make it a little bit bigger maybe to the middle somewhere like this and then what we're going to do we're going to go and add the background color so as you can see we have here a white color but here we don't have any coloring for the title so in order to do that let's Click on each one of them and then we go to the background let's make it white then to the next one white and the third one it's going to be as well white okay so now we have like a big card or big qpi for all those informations for each one of them all right so now the next step is that we're going to go and remove the coloring of this container so let's remove the border and remove as well the background all right so now let's start with the first container over here here what I'm going to do I will just as well add a background color for those two charts going to be the white and now what we going to do in order to configure those stuff we still have this container which is really bothering me so let's go and select the whole container let's move it to the Tob over here and then let's go to more options and we're going to select this one add show hidden button so let's click on that so once you do that you will get like small icon in order to show and hide the whole container so what we're going to do we're going to hide it so click again on the options and hide it so now the whole container is inside this icon I will just place it over here in order to work in our charts all right so now the next that I would like to go in each charts and make sure that it fits the entire view so let's go to the first one you can check it from here you can see it is entire view the next one as well third one and as you can see it's standard so let's go and switch it to entire View and the same thing for the weekly Trends it is entire view so with us we make sure that Tableau is using the whole Space we can make this one little bit bigger and as well as you can see we still have little bit space so let's go to the middle over here and make the QB eyes a little bit bigger in order to use the whole white space all right so with that we have a perfect positioning for each chart I'm really happy with that all right so now the next step with that we're going to go and add some nice Legends to our charts so now for the first charts we have to give the following information for the users so the dark gray going to be the current year and the background color is the previous year so now I'm going to go and customize a nice Legends I will not use the one that's from Tableau because I want to customize it so for that we're going to go and create quickly a chart for the legend so let's create a new sheets and all what we need is the text of the current year and the previous year so we have it as calculated fill so let's move the current year to the text and as well the preview here to the text so now let's go and customize those informations okay so now we're going to start on the left side so me let's make the alignment to the left I'm going to start with the first information the current year so we're going to say the current here sales let's make the S bigger and let's go and change the fonts to something like maybe a medium and as well the coloring it should follow the pattern in the chart so the current year of sales it was a dark one so let's go and pick our dark color and for the previous year it was the light color so let's do that and let's make the current here as bold okay so let's go and test it let's go and apply now probably going to show it as hashes because because the size is really small so let's go and hit okay and we can go to the standards and make it entire view so now we can see it over here 2023 sales versus 2022 sales so now as you can see it the current year versus the previous year okay one thing that I'm not really happy about it let's go inside it and remove the Bold okay and let's give it a name so this going to be the legend of subcategory chart so that's it now let's go to the back to the dashboard in order to use it now I would like to have the legend between the tit and the charts we cannot do that so instead of that we're going to go and make an extra container for those three informations so we have a title Legend and then the charts so as I said again we cannot plan everything at the start as you are building the dashboard you will understand the needs and you will adjust stuff so now what we're going to do instead of having these charts we're going to have a vertical container inside the horizontal container so now let's grab a vertical container and the B things to do it here in the middle and what we're going to do we're going to grab the chart and put it inside this container so make sure to drop it inside this container and of course let's go quickly and check the layout whether everything is fine so it's inside the Tilted main charts so now instead of the first charts we have a vertical container so let's go and give it a name quickly so you are the container of let's say chart one and inside it you can see we have our charts so now our vertical container we're going to start with a title so let's go and grab a title or a text on top and now we're going to give it the name sales and profit by subcategory so now let's go and format it you're going to be dou Medium as a font and then the size going to be 14 and the coloring going to be the dark one so let's go and select that okay so that's it hit okay all right so that means we don't need the title of our chart right click on it and hide a title great so now finally we can go and grab the Legends but now in this chart I would like to have as well a legend on the right side for the profit so that's means we have a legend on the left and Legend on the right and in order to do that we're can to have another container in order to put those two legends side by sides we cannot do it currently because we have a vertical container so let's go and grab a horizontal container and just put it in the middle over here they just resize it so make sure to select the container and let's put the first Legends inside it okay so now we have a title for this small Legends let's go and hide it great so now let's go and make everything smaller all right so with that we have a really nice Legends where we are telling the users we are comparing the sales of 2023 with 2022 all right so now let's go and configure the right Legend we have to tell the users this is profit informations and the blue color indicate for profits the orange going to indicate for loss so for this Legend I'm just going to use that text object so let's drag the text and make sure to put it inside this mini container to the right side so first let's indicate the current here let's go to insert and have the parameter because here we have the profit only for the current year so next we're going to say okay a circle this going to be a profit and another Circle this going to be a loss okay so now let's go and make sure that the font is a tableau medium it's going to be a nine and let's go and make sure that the coloring that is used is the dark one but now let's go and change the coloring of the circles so the first one going to be the blue and the loss is orange so our orange okay so now let's go and hit okay and test it all right so now as you can see we have is really big let's go and make it smaller all right so with this Legend the users can to see immediately that we are talking about 2023 the blue one going to be the profit and the loss is going to be the orange all right so now I'm really happy with the first chart of course we still have the coloring of the background let's go to the layout and make sure that everything is correct of the containers so let's go to the chart one as you can see we have a vertical container we have a text and then we have a horizontal container for both of the Legends so inside it you can see we have the charts for the first Legends and the text of the a second and then below that we have our charts so if you have it like this you are following me correctly now what we're going to do we're going to go and give a background color for the whole container for the first charts so let's go to the background over here and make it as a white so with that the user is going to get the feeling that everything is in one unit in one chart all right so this is for the first chart let's go and do the same stuff for the right one so in order to do that let's go and grab a vertical container and let's grab it to the middle over here so now with that we have our container let's go and grab our chart and put it in the container the new one that we have created so now with that we have our chart inside the new container let's go and check the layout to make sure that everything is fine so let's go to the charts we have chart one and the new one going to be for the chart two let's go and rename it so you are the container for chart two okay and inside it we have our chart so perfect so that means we're going to go and grab a text object and drop it on top of our chart inside the new container so let's call it sales and profits Trends over time now we're going to go and start formatting it so let's go and grab the Tableau medium and as well going to be 14 let's go and pick our color it's going to be the dark one so with that we're going to get exactly the same title as the left one okay so the next let's go and hide the old title from the charts and next we're going to go and put our Legend so it's going to be a TT objects let's put it in the middle between the title and the charts so now what we're going to say in the Legends let's enter a parameter in order to show the year and after that we're going to have a circle and we're going to say this is the above and another one it's going to be below so now with that we're going to indicate whether the line is above the average or below the average and we are using the coloring so the above going to be the blue one let's go and choose that and Below going to be the orange our orange color now what what we're going to do we're going to make sure that we are following the same font so it's going to be the Tableau medium and it is a nine all right so that's all let's go and hit okay I think we missed out the coloring of the 2023 let's go inside it and make sure to choose the dark color for it all right let's hit okay so now we got a quick explanation about the coloring inside our chart on the right side so now what we're going to do we're going to go and select the whole container and we're going to change the background color to white in order to have this one unit feeling in the charts so let's go to layout and let's go to the background and choose the white color all right so that you are done with the container of charts and what we're going to do we're going to go and select the whole container and remove the border and as well the background color okay so now by looking to our charts inside our dashboards we still are missing some information about the qbis we have to present here a legend explaining those two points and as well the coloring of those two lines so we will have something very similar to this Legend where we're going to say 2023 versus 2022 in order to explain those two lines and then we can explain those two circles so in order to create the Legends what we're going to do we're going to go to the legend of subcategory and let's go and duplicate it and let's give it a name you're going to be the legend of qbi let's just move the dashboard to the end in order to have all the sheets on the left side and let's go to the legend of qbi and start formatting it so now since we have different qbis not only the sales I'm going to go and remove the sales words in our text so let's go to the text to the three points and then let's go and remove the sales and let's have only the years and then let's go and add our Circle and we're going to say highest month and another Circle for the lowest month now as usual we're going to go and start formatting those informations it's going to be table medium nine so everything is fine let's go and change the color of those circles so the highest going to be the blue and the low is going to be the orange so let's go and hit okay and check the results looks nice right but I think here I have an extra space so let's go to the text again and let's have only one space all right let's go and hit okay and now let's go and use it inside our dashboards so what we're going to do we're going to go to the dashboard over here let's grab the qbi The Legend qbi and let's drop it just below the title so we're going to have it between two horal containers so let's drop it first and the next we're going to go and remove the title so let's go and hide it so now it's really small between those two containers what I'm going to do in order to select it let's go to the item hierarchy and now we can check and see we have the container for the title the container for the qbis and in the middle we have our charts all right so now maybe let's go and make the title it's just a little bit smaller like this and let's go to the legend qbi and like drag it little bit below all right so now looks fine and we have an explanation for the three qbis all right so with that we have everything ready inside our main container what is missing of course is the hidden container where we have the filters but I will leave that until the end so now what we're going to do we're going to go to the main container let's select it and remove the border and as well the background so let's have none all right so now the final touch the last step of formatting this dashboards we're going to go and add spaces in this dashboard between the charts adding spaces between the charts going to have a huge effect on the user experience for your dashboards and as you can see those two charts are really near to each others like they are not able to breathe right so adding space between those two charts will not only add a balance between the items but also it going to make it easier to read for the users so now let's go and start adding those stuff the first thing that we're going to do is that we're going to change the background color of the whole dashboard so in order to do that let's go to the main menu over here to the dashboard and then let's go go to the format option and here the default going to be white let's go and move it to the lightest gray so let's select that so now with that we are separating the charts from the background and we can see immediately the spacing between the charts so now if you look to the three qbis you can see we have a minimum space between them but between those two charts there is no space at all so now let's go and fix the spacing from top to bottom first I would like to have the background color of this Legend to be a gray so in order to do that let's go to the sheets so I'm just going to switch to the sheet and then let's go to the format but if you don't have it open just right click on that white space go to format and let's go to shading so now we can go and color the background of the worksheet so let's go and say none all right so now let's go back to our dashboard and as you can see for the legend over here we don't have a coloring we need a background color of white only for the charts all right so now let's start working on those three qbis in order to increase the spaces between them so in order to do that let's go and select the first one let's close the format and let's stay at the layout so now here if you go to those two options we have the outer padding and the inner padding the outer is the space between the objects and the inner is the space inside the chart itself so now what do we need we need to increase the spacing between those three qbis and as well the spacing between the qpi and the charts all right so now let's go and start with the outer badding let's click on it and now here as you are increasing the numbers as you can see the bading the spaces between this charts and the neighbor charts going to be increased and as you can see it's going to increase for top right bottom left so as you can see everything is connected together if you change something here it's going to change for all values and that's because all sides should be equal and here it's very important to understand that you have to make a decision about the spacing between your charts and you have to commit to your decision for the whole dashboard this is really important otherwise the dashboard going to be ugly so now we're going to go with the value 20 for all the charts inside this dashboards so now let me show you how we can do that let's go and make everything to 10 and now what we are doing the this chart is taking a 10 on the Left Right top button and our goal is to have a 20 so if this chart on the right side is taking a 10 and the neighbor qbi is taking from the left side as well 10 then we will have a 20 so that means in order to have a 20 between all our charts each one of them should has a 10 but now I care only for the spaces between the charts and not the legend over here so what we going to do we're going to go to the outer Bing over here and then let's remove all sides are equal and from the top I really don't care so let's make it as a zero so now our chart is not taking any spaces to the top we are taking only space to the right bottom and left so now let's go and do exactly the same for each qbi so let's go to the profits go to the padding we have to have it here as a 10 and now let's go and disable all sides equals and we don't need any spaces to the top all right so let's move to the next one the same stuff make it 10 and let's remove the tub so now we can see clearly there is a space between all those three qbis and this space is equal to 20 so now let's go and add spaces to the two charts over here so make sure to select the whole container and now the same thing we're going to go to the padding over here and now we're going to make it a 10 this time we care about the top to be 10 in order to have a 20 between this charts and the qpi above all right so that's all for this charts let's go to the next one and do the same so make sure to select the whole container and let's move it to 10 all right perfect let's go and deselect so as you can see the whole look and feeling of our dashboard look more professional and easier to read and this is exactly why we add spacing between our charts okay guys now not only the spacing between the chart is important but as well the inner spacing the inner bading is important between the content and the border of the content and as well adding spacing inside the container or the contents going to make things look more B better so for example let's go to this qpi over here you can see the total of sales is very close to the border right right so now what we're going to do we're going to go to the inner Bing and now let's go and increase the size little bit and see how things looks like let's make it maybe seven so now as you can see as I'm increasing those numbers the content are getting pressed and move away from the border so if you increase it for example like to 20 and as you can see now we have a lot of spaces between the title and the border of the content so now let's go and move it to seven and we will go and do the same for all other qbis so let's go to the right one and we're going to make it seven and to the third one let's go and make it seven so as you can see moving the content away from the border a little bit going to make everything breathe better let's go and do the same for all other charts so I'm going to go over here to the whole container let's add the seven as well over here and add a seven all right so that's all with that we are done formatting our dashboard the next step with that we're going to go and start working on the filters and the interactivity and now let's check quickly what was the requirements we have to allow the users to filter the data by the product informations like category and subcategory and as well by the location informations like the region states and city and we have another requirement about interactivity and filtering it says we have to allow the users to use the chart and the visuals as a filter all right so now let's go and add the requested filters we didn't add any filters inside our worksheet so let's go to any of those worksheets for example the qbi sales and let's start adding the filters so the first one was about the product informations so let's go and get the category show filter then let's go to the location information let's add the country all right so those are the filters that are requested from the users the next step is that we're going to go and apply them for all worksheets so since all those filters are relevant for all our charts so let's go to the first one right click on it and apply to worksheets and then let's say all using this data source so let's go and select that and as you can see now we get small icon indicate that all worksheets using this data source can have this filter the category let's go and do the same for all our ferts so using data source State as well and the city so now we can go and test that if you go to any other sheets we should see all those filters so as you can see all our worksheets has those five filters all right so on the next St we're going to go back to our dashboard and start adding those filters so let's go to the sales dashboard and you know that for the filters we have an extra container for that it is currently hidden so as you can see the first container here the vertical container and it is hidden because we are using a button so let's go and show it in order to do that we're going to go to this small icon and then right click on it and then let's say show so once we do that we will get our mini container for the filters so now let's go and start building this filter container so I'm just going to move it to the right side over here make it to the whole Sid and then little bit wider all right so now as you can see we have got a lot of information that we don't need we got it automatically from the charts we have our own Legends so let's go and start removing those stuff we don't need anything but I'm just going to leave the parameter so let's just leave the select here and now we have to go and start adding the filters so since our filters are everywhere in each chart doesn't matter which one you can select let's go with the first one over here let's go to the arrow and then here we have the option of filters and let's make sure that we are selecting the filters that we need so let's start with the category and let's go add the second one it's going to be the subcategory so it's over here and then let's have the location informations it's going to start with the region and then the next one let's go to filters we're going to have the stage and the last one going to be the city so filters and with the city we have it over here so as you can see as we are adding filters in our dashboards it's going to be automatically added to this container all right so now the next step that we're going to go and start changing the structure of those filters and we will have a drop- down menu using multiple values so let's go to the category over here let's go to this arrow and make sure to select multiple values drop down so we're going to do it for all those filters to the region as well State and the city so this is how I usually go with the filters in order to have more space but you have to discuss it with the users maybe some users can say okay one of those filters are really important and and they want it as a list so of course if it has locality then it's no problem all right so that's all the required filters for this dashboard let's go to the next step where we're going to start formatting coloring and as well cleaning up this container okay so now the first step does we're going to go and change the color of the background so select the container let's go to the layout and we don't need any borders but we want to change the background color so let's go and select our color but this time we're going to go and make it really dark so let's make it darker okay like this let's go and hit okay all right so now the next do we're going to go and start grouping up those filters into groups so the first two the category and sub categories those are informations about the product and the region state city they are about the location so let's go and give this informations to the users so what I'm going to do let's go to the dashboard grab a text and let's just put it before the category so the first one going to be about the product so let's trite the following product and then after that two minuses let's go and make everything bigger so let's check the 11 let's have it in the middle and let's go and change the font to something like light and as well let's go to the coloring and pick our color but let's make it a little bit lighter something like this maybe all right let's go and it okay all right so now one more thing what we can do we can add spaces between each character and just in order to make it like a title so let's add just spaces okay so let's go with that let's H okay so that we got like a group name for the next two filters let's go and do the same for the the location so we're going to go and grab a text the region over here and we're going to do the same so location we will do exactly the same formats to the middle and as well let's pick the Tableau light and now let's go and add the spaces between the characters all right and let's do the coloring if you go to the color over here you will get from the history the last use color so that we get exactly the same coloring for the product so that's all let's go and hit okay nice so with that we have grouped up our filters but let's go and add more spacing between those two groups so what we're going to do we're going to go and grab a blank and let's just do it before the location all right so now with this plank you can decide on the size of the space between those two groups so let's go with something like this and let's have as well a blank between the year and the product so let's grab a blank over here and let's just put it here so that we have like an extra space between them and you can control the height of those two blanks by going to the layout over here if you select it you can see the heights so as you can see both of those are almost identical so everything is fine so now we're going to go and add a title on the top says those are filters so what we're going to do we're going to go and grab a text from the dashboard over here let's just put it at the top and let's call it filters as well you going to be lights let's make it bold and let's make this title as 14 and we can go over here and add spaces between those letters and we can make this one as a white all right let's make it as well to the middle let's go and hit okay and as well we can go and control the spacing by adding a plank on top of it so let's go and add plank at the start so with that we control the space between the border and this title so that's it I'm really happy how it looks like let's go to the next step where we're going to go and start positioning this container but now in order to place it in the correct place I need to understand the border of the main container so let's go back to the layout and select the main container again I'm just going to add a border to it in order to see it so with that we can see this is the border of our dashboards and let's go and position this container exactly on the borders okay so now how we're going to do that let's go to the positions over here and make the Y to zero so let's change it to zero and now with that we start exactly on the top but for the bottom and the right we have to do it manually so let's start moving stuff exactly on top of the borders all right perfect so we have it exactly in the place where we need it what I'm going to do I'm just going to go and make it a little bit smaller now the next step we're going to go and start adding spaces inside the container itself just to make it look professional and not everything on the edges so let's go and give it some spacing so what we're going to do we're going to click on the whole container again and let's go and add some inner padding so let's go over here and I would say let's just move it and see how things looks like maybe let's go with the 10 so now as you can see those boxes does not start immediately on the border and it's going to be easier for the users to select all right so now we are done cleaning formatting our container for the filters we can go and start testing right so let's go for the year and change this year to 2022 as you can see all numbers did change which is perfect let's move it back to 2023 let's go and pick another category so let's have only the furniture and as you can see the dashboard is reacting which is really great and now of course we can go and remove the all over here because it's not really needed we have very low cardinality in this filter so let's go over here and then let's go to customize and remove the show all values okay so now if you go again here you will not find the all for the low cardinality Dimensions like this we don't need it for high cardinality Dimensions like for example the subcategory here it really makes sense to select everything so that's why I'm going to go and leave it over here let's go to the next one to the region we have here only four values let's go and remove the all and as well we can start testing so as you can see everything is working all right so that's all about the requirement of having filters for the users for the product and the locations and we are done let's go now and hide this container don't worry about the icon we're going to change that in the last step of the dashboard in the Final Touch so let's go over here and hide it so that the whole container did disappear let's talk about the second requirement so the requirement says to have interactive charts that means if you click on somewhere on the charts it's going to be used as a filter for the other charts so for example if I go and click over here in this subcategory it should go and filter the other charts so in order to do that it's really easy just click on the charts and select this small icon over here as use as filter so once you select that it's going to be filled and if you go and click around you can see the other charts going to be filtered so we are now adding Dynamic and interactivity to our dashboards let's go and do the same for the other charts so let's fill it and use it as a filter I think for the qpi it doesn't make sense to use it as a filter so make sure to discuss that with the users whether they want their qbis to be used as a filter so for now I'm just going to leave it as it is and we can go and use those two charts in order to filter the data so for example if I go over here and select all those data points you can see the data is filtered in the other charts all right so as you can see it's really easy and with that we have fulfilled this requirement and with that we have added the filters and the interactivity aspects to our dashboard all right so now finally we are at the last step of the dashboards where we're can to have the Final Touch by adding for example icons and if you downloaded the project and I hope you have downloaded from the description link what you're going to do we're going to go to the project over here and you can see we have a folder inside the project called icons so so let's go inside and with that we have around five icons that we can add to our dashboard so let's go and add them okay so now first we're going to start with the icon of the filter so click on that and let's go to more options and let's go and edit the button and here in this window we can configure two options when the item is shown and when the item is hidden so now let's start with the first one as the item is hidden that means the whole container is hidden as the current situation so let's go and choose an image for that or an icon let's go to our project and and we will use this icon in order to indicate for the users if you click here you will find filters so let's go and select that all right so that's all for now now we're going to go to the opposite scenario where we can see the container and we want to minimize it or close it so here we have another icon let's go and choose the image of closing this one okay okay so that's all for now let's go and hit okay and with that you can see now our icons let's just make it bigger in order to see it and let's go in the presentation models in order to understand how this going to work so let's go and present and as you can see we have a big icon here if we click on that our container going to appear and then it's going to switch immediately to the second icon and if you click in the second icon the container can disappear all right so this is how it works let's hit escape and go back to our developer model so now let's go back to the button and edit it and here we have to give the users a tool tip if they Mouse hover so let's go and say something like show dashboard filters if the container is hidden in order to show the container and let's switch to the other one and let's say close dashboard filters so let's go and hit okay and if you Mouse over on the filter you will see this small tool tip all right so that's all for now let's just move it to the right side and we will configure all those stuff later once we add the logo to our dashboard so now we would like to place the logo just before the title in order to do that let's go to the dashboard and here we have an object called image so drag and drop it just before the title over here inside the container and now we have to go and choose the image so our logo going to be this one let's go and hit okay and then let's go and choose those two options to fit just in the center so that's it let's go and hit okay and with that as you can see we have a nice logo at the start but let's go and just make it bigger so I'm just going to go and select the whole container just make more space for it and maybe just move the tit a little bit to the left side squeeze it all right so it looks nice right all right so now before we continue let's go and check the layout whether everything is fine just going to make it a little bit bigger over here so here we have the title container and inside it we have the logo the title and then we have the buttons over here so so far everything looks good but one thing that I have noticed that the legend here is little bit shifted to the left it does not Ally with the QB eyes so I'm going to show you now a trick in order to test thatt if you go and change it to floating and let's get a blank and let's go and format this plank to have for example a border and then let's have any background color for that all right so now we're going to go and use this in order to teste that everything aligned so what we're going to do we're going to just move it over over here exactly in the border and as you can see the two is outside so that means we have to go and adjust the padding of our Legend So select that and now let's go to the outer padding and let's remove all sides are equal and start working on the left one so let's go and start increasing so with that the two is inside and everything should be fine so if I go and deselect remove my test from here and as you can see everything looks really clean all right so this is how I usually test stuff if I'm not sure on the visual so let's go and remove it now great we have the logo we have the icon for the filters so we would like to have the sales dashboard and the customer dashboard as an icons we don't want them as a buttons so in order to change that what we're going to do we're going to go to the buttons over here let's go and edit it and now instead of having a text we're going to have an image so let's go and choose another image and this can be for the sales so let's select that and we have the tool tip from before let's let's go to the customers and do the same and we have for the customers another icon it is this one let's go and hit okay and we have a tool tip so everything is fine let's go and hit okay so now as you can see we have now three icons one for the sales one for the customers and one for the filters all right so now what we're going to do we're going to go and add all those icons in one container all right so now currently we have one floating icon and two others inside container so let's go and change this one from floating to til in order to do that let's go to the options and let's remove move floating from here so now it is somewhere inside our dashboard let's go and place it next to the others so make sure inside the container all right so with do we have everything in one container the next step with that I'm going to go and change this container to a floating container because I wanted to place it freely where I want so in order to do that make sure to select this small container over here let's go to more options and change it to floting and next I'm just going to move it exactly to the border to make sure that we have it in the correct place so now we have the Border exactly on the filter I think it looks really nice let's move it a little bit up okay all right so now everything looks really perfect the icon over here is grayed out because we haven't select what can happen if the users click on this icon because we still don't have the customer dashboard don't worry about it we can have it later all right so now the last touch we're going to go and remove the whole border of this container so let's go and remove it all right so now we are almost there what I'm going to do now I'm going to go and test the container inside the filter to see everything is working so let's go and show the filter and now let's go and adjust few stuff about this container so double click on the container make sure everything is inside and now in order to control the spacing we have added before a plank at a starts remember so if you go to the plank inside this container the first one we can go and push the content down maybe something like this and with that this container is as well clean let's go and hide it and I think we are done so let's go and test the final result by going to the presentation modus let's go and test this container again and I think everything is placed perfectly and really we have a nice dashboard all right so guys we are done with the sales dashboards from the requirement until a very professional dashboard so now next we're going to go and do all those stuff again for the customer dashboard so now here is your task to pause the video or come back later to the course in order to work on the customer dashboard and once you are done we can continue in the course in order to show you how I did repare it so now go through all the steps starting by analyzing the requirements and ending up by having a customer dashboard so now since we have those two dashboards in one project I'm going to say let's go and copy a lot of stuff from the sales dashboard and reuse it in the customer dashboard so see you soon all right so now I hope you are done building the customer dashboard now I'm going to show you my version how I did implement it so now let's have a quick overview on the requirements let's start with the key requirements we have here is the same stuff it says that we have to show qbis where the qbi should display the total number of customers sales per customers and as well the total number of orders for the current year and the previous year and the next requirement is about the trend we have to present the data on a monthly basis where we have to compare the current and previous years and as well we have to identify or to highlight the highest and lowest values so those two requirements are exactly like the sales requirements but with different measures so for the chart type here we're going to go exactly like the sales dashboards where we going to have bands and as well spark lines with small circles all right moving on to the third requirement we have the customer distribution by number of orders so here we have to present the distribution of customers based on the number of orders so here we are talking about data distribution and for that we have a perfect chart we have the histogram okay so now for the last requirement we have to show the top 10 customers by profit so here we have to show the top 10 customers with the highest profit and as well they need a lot of informations like the rank number of orders current sales current profits and the last order dates so here in this requirement we have to bring present a lot of details about the 10 customers and for this I have decided to go with a symbol table where we're going to have rows and columns all right so this is about analyzing the requirements and deciding on the chart type for the next St we're going to talk about the mockup and the coloring we're going to use exactly the same stuff like in the sales dashboard and that's because the two dashboards are in the same project and it makes no sense to create each time for a new dashboard a new mup so here we have to follow one mockup for all our dashboards in order to have the same look and feeling of our dashboards inside inside this project so as you can see things goes easier for the Nyx dashboards now we can go and start implementing the charts in Tableau all right so now for the first charts we have the three qbis customers sales per customers and orders they are the usual stuff like before it's just copy and paste and switching the measures and of course if you are interested in how I implement it I'm going to leave the file as well in the project or you can go to my public profile and download it from there maybe one interesting thing to show you how did I calculate the sales per customers so let's go over here and since now we have a lot of fields we can go and search for customer in order to check the calculated Fields so first we have to decide which customers did order for the current year and which one did order for the previous year so it's really simple if we go over here to the current year customers and let's go and edit you can see over here we have the same condition if the year is equal to selected Year from the parameter then show the customer ID otherwise it's null with the previous year we're going to have exactly the same but subtracting one year so this is the first step then the next step we're going to go and calculate the current year sales per customer so we have it over here let's go and check inside it so for that we have the following calculation we're going to divide the current year for the sales by the count of the distin value of the customers and with that you're going to get the average sales per customer so we will do the same stuff as well for the previous year and the rest is going to be as usual so finding the differences and finding the minan max values so that's it for the sales per customers now let's go and start implementing the first chart using the histogram in order to show the data distributions for the customers so let's go and create a new sheet and we're going to call it customer distribution all right so now since we are talking about two measures the count of customers and the count of orders we have to go and use the LOD expressions in order to generate the pens and I explained that in details in the LOD expressions using the fixed so make sure to check that in order to understand the LOD expression that we're going to use now and for that we're going to go and convert the number of orders into to pens using calculated field so in order to do that let's go and create let me just remove the search create a new calculated field so here we want to find for each customers how many orders they placed and of course we are talking for the current year so for that we're going to go and use the function fixed from the LOD expressions and then we have to define the dimension it going to be the current TI for the customers so here we have all the customers that did order in the current year then after that we have to do the aggregation and it's going to be the number of orders we're going to go and count distinct as well the current here for the orders the current here for the orders is like the customers all the orders that are placed in this year all right so that's all let's go and close the fixed over here all right so again what we are doing over here for each customers we are going to find the number of orders that are placed for the current year all right so now let's go and hit okay and now we have it over here as continuous measure let's go and change it to Dimension so right click on it and make it a dimension because pin in the histograms are usually discrete values so now what we're going to do we're going to go and test the values let's drag and drop it to the view okay so with that we got our pen for the histogram but I would like and go and test those data so in order to do that let's go and create a new sheet let's call it test histogram so what we're going to do we're going to go and check our customers so let's pick the customer name and now as well let's go and grab the ordered ID over here let's show all the values and as well we need the date so let's go and pick the order datee it is over here here in order to see the year and then what we're going to do we're going to go and check our new calculated field let's drop it over here and then let's go and switch it to a measure and sum all right I will go and drop it on the labels all right so now let's go and check one of those customers let's focus on Adam Hart right click on it and let's say keep only so now we can go and check all orders of Adam and as you can see we have a lot of orders in the history and none of them going to be counted inside our calculated field because we are focusing only on the current year so as you can see with we start counting from 2023 and in 2023 we have five orders 1 2 3 4 5 so as you can see the measure is returning a correct value we can go and test the other years for example let's go and show the parameter and let's go and switch it to 2022 so with that you can see in the 2022 we have only three orders let's go and switch it to 2021 and we have here only one order so that means our calculated field is working as attendance and we can use it now for the histogram so this is what I usually do once I create a new calculated field especially if it is LOD I go and test it so I go and create a simple table in order to see the data and focus for example on this one customer instead of testing directly in the histogram because it's really hard in the visuals to test the data all right so now let's go back to our customer distribution and let's get our bars in order to do that we're going to go over here to the rows let's say count distinct and now we're going to go and count the customers for the current year so the current here customers let's go and now we have to go and change the visual to bars since histograms are bars and with us we got our histogram so that's it now next we're going to go and start formatting our histogram so the first thing as usual we're going to go and remove the lines so let's go and formats let's go to lines let's go to rows and remove the grid all right so that's all for the lines next we're going to go over here and remove the headers and let's make to those pins and make it more readable so let's go and format it maybe I'm going to make it bold and change the color all right so now we have the name of the dimension over here we can go and hide it okay so now let's go and start with the coloring let's hold control scoll and drag the customer to the colors and of course we're going to go and use our coloring so let's go and edit it and let's pick the blue one all right so that's it let's hit okay okay next we can go and add some borders to those bars so let's go to the colors to the borders and make it something like this all right so now the next time I'm going to go and add some labels so let's get the customers to the labels and I think with that you are done with the histogram we can go and test it by adding the parameter let's select another year like 2023 and as you can see see everything is reacting and that's it for this requirement now we are showing for the users the distribution of customers by the number of orders let's go now for the next requirement where we're going to show the top 10 customers by The Profit all right so now let's go and create a new worksheet let's call it top customers so now we need our customers to the row and now we're going to show only the top 10 customers by the profit for the current year so let's go and get our measure it is the current year for the profits let's drop it on the text over here and now next we're going to go and the filter in order to show only the top 10 customers so hold control drag and drop the customer name to the filters and now here we're going to go to the tab of top and then let's switch it to buy field so we have top 10 buy the profits and the aggregation going to be the sum so this is exactly what do we need let's go and hit okay and with that we're going to get a very simple list of the top 10 customers by The Profit let's go and change the format in order to see the whole number so let's go and format it where I'm going to go and remove the unit so remove decimals and let's have the dollar sign at the start all right so now we can see the whole number let's go and sort the list by The Profit so in order to do that go to the customer name and then let's go to sorts and we're going to go to fields and in order to have a ranking we're going to switch it to sort order by descending and make sure that we have the field name current year of profit all right so that's all let's close it and as you can see the first customer on top it's going to be the top customer and now the next step is that we're going to go and add the rank to this list so in order to do that we're going to use the function index so let's go to the roads over here and just write index and that's it and then let's go and switch it to discreet and just put it at the front and with that we have a ranking from 1 to 10 all right so now we're going to go and add additional informations for each customers like the sales for the current year so let's go to our data Pane and let's grab the current year for sales drag and drop it on top of those numbers so with that you can see as well the sales for the current year let's just make it a little bit bigger and now the next information that we're going to go and add is the number of orders for the current year that is placed from the customers so in order to do that let's go to the measure value over here and double click on the empty space and write down count distinct in order to count the orders so we're going to go and type current year of the orders all right so let's hit okay and now we're going to see the number of orders that each customers did place in the current year all right so now the next information that we're going to add is the last order date did the customer place and now we need the last order date in order to do that right click on it and let's go to the measures and get the maximum so with us we can see now when was it the last time did our top customer order from our business all right so with that we got all the informations that we need inside our chart The Next Step that we're going to go and start formatting it so first we're going to start with the lines and the grids as usual so right click on it and go to format so now I would like to get rid of this line in the middle between the measures and the dimensions so let's go to the gridge and let's go as well to the column divider and and remove it so that we don't have the line in between and now the next step with that we're going to go and get rid of the gray background color so let's go to the shading and then here we're going to go to the row banding and reduce the size to the minimum so with that as you can see the background color did disappear all right so that's all for the lines and the grid let's go and start formatting the fonts and the colors of our fonts so first I would like to format the index over here so let's go to it format so let's go and make sure that we are selecting the correct field so yeah we are selecting it let's go to pan and now let's go to the numbers over here and I would like to add a prefix so let's remove the decimals by the number custom and add the prefix of hash in order to have like a ranking so that's it and what else we can add to this ranking is that we can go and add the background color for it so go to the shading over here and make it very light gray all right so that's all for the ranking let's go to the next one and start changing the font color so format it and let's go to the font so we can leave it as a tableau book and we can go and change the color to something like black so that's it let's go to the next one format and we're going to go over here make it black all right so now moving on to the measures let's go and remove the unit from the sales so let's go to the sales over here formats and then we're going to go and format it as usual to the number custom remove the decimal and add a dollar sign all right and for the number of orders we're going to leave it as it is all right so that's it let's just keep it very simple and with that we have a really nice detailed table to show the top 10 customers with additional informations all right so with us we are done building all the charts The Next Step we're going to go and start building the dashboard okay so now in order to create the customer dashboard we will not create everything from the scratch we're going to go and duplicate the sales dashboard in order to have the structure so let's go to the sales dashboards right click on it and duplicate so with us we got the two identical dashboards let's go to the second one and start formatting it first we're going to start with the naming so it's going to be the customer dashboard and now let's start from top to bottom we're going to start with the title so let's go over here change it from sales dashboard to customer dashboards so now as you can see creating the second dashboard going to be very easy Once you have a really solid structure all right so now next what we have we have the three charts we're going to go and replace them all with the new ones so the first one going to be the qbi customer and just drop it here at the starts and of course going to go and start adding stuff to our new container don't worry about it we're going to go and delete it later so let's go and get the next qpi sales per customers and the orders okay all right and now let's go and hide this container so right click on the icon and let's go and hide it all right so now we can go and drop those old qbis from this dashboards so let's just remove them and with that we got our three qbis let's keep moving and add our charts it's going to be the histogram so let's drag and drop it below the legend over here and we can go and remove the old stuff so the old chart and as well we don't need the Legends so let's go and drop the whole container for both of the Legends and let's go and change the title to customer distribution by number of orders okay so let's hit okay and let's remove the title from the chart okay so as you can see this container keep popping up because we have a new Legends and new stuff so let's go and hide it again and let's work on the right charts it's going to be the detail list for the top customers so let's drop it over here and we're going to go and remove the old one and now we're going to move on to check that everything fits the entire View so let's go check one by one entire view entire view this one as well everything looks fine let's check the last table okay so it's standard let's go and switch it to entire view to use the whole Space all right so now we put everything together in one dashboard the next that we're going to go and start formatting this dashboard and it will not be that bad because we have almost everything so let's start with the first chart let's make everything with a white background so let's go to layout and change it to white as well for the next qbi just to make sure that's we have done for everyone all right so with that we got like a card for the whole qbi The Next Step I would say let's go immediately and start working with the spacing between those charts so let's click on the first one if you remember on the sales dashboards we have agreed to have a 20 between each charts so let's go to the outer padding and make everything as a 10 but only on the top we don't need this extra space so let's disable all sides equal and make it zero only for the top and as well we say it the inner padding going to be always seven so let's have it like this and do it for the others so outer is 10 on top is zero and the inner bading going to be seven and as well for the last one so your are 10 remove it for the top and the inner going to be as well a seven so let's do it like this all right so with that we are done formatting the 3 kbi let's move on to the charts so now let's go and select the whole container and as you can see we have everything done as before so the outer badding is 10 and the inner badding is seven great let's go and check the right one I think we're going to have it as well correct so as you can see things gets really fast as you are building the second dashboard using a solid structure all right so now we're going to do one more thing about the top 10 customers by profit as you can see those header informations or the field name is not really nice so now we're going to go and remove those informations and we're going to build our own custom field names so let me show you how we going to do that let's go to dashboard and let's grab a horizontal container on top of our table and here we're going to go and put inside this container the field names so let's just make it a little bit smaller and let's start adding texts so this is the first text so the first information going to be the rank so let's have a rank let's change the font to a medium and let's change the size to 10 and make it little bit lighter for the colors all right so let's go with this let's hit okay and let's go and add another one for the next field so make sure to be on the right side customers and we're going to do the same stuff you're going to be medium it then add this color we can go and copy it for the next one so let's go and hit okay and now let's go and keep adding our Fields so the next one going to be the last order date so let's paste the old one and we going to call it last order so that's it that's it okay and then we have the current profit so let's grab a text and instead of the current profit I'm going to go and add the parameter and then the word profit let's go and make sure that everything has the same format so so you're going to be Tableau medium then and the same coloring let's copy it for the next one so we're going to add another text for the sales paste it let's have a sales and the last one going to be the number of orders so let's write it like this paste it remove the year we don't need it here so that as you can see we got our titles what we're going to do we're going to go and remove the titles from the original table so let's hide the FI labels and as well let's hide the header all right so next we're going to start working on the alignment between the titles and the detail list so we're going to start moving stuff around first I'm going to go and make it a little bit bigger and then we're going to start moving those boxes on top of their informations until everything matches so the last order a little bit to the right side maybe make this field a little bit smaller and then let's go and push the sales a little bit to the right side and as well the profits and now we going to go and push this as well as little bit to the right side as you can see we don't have any more spaces for the order let's go and just call it orders all right and we're going to go and move it again a little bit to the top okay so I'm happy with that everything is perfect and now we have formatted all the charts that we have inside the customer dashboard next we're going to go and start cleaning up the filter information so let's go and show the filter what is happening here okay so now what we're going to do we're going to go and remove all additional informations that tblo did add to our new container we don't need all those informations so let's go and remove them one by one and with that we got exactly like before the same container and of course you can go and start start testing your dashboard again so we can go and switch it for example to 2022 and as you can see everything changed even we have a new top 10 customers we can go and add for example different subcategories and everything is reacting so everything is perfect let's go and put everything back to 2023 and with that we have fixed our filter let's go and close it so let's hide it all right so now the next step with that we're going to go and add interactivity in those charts so make sure to select the histogram and use it as a filter and with that the users go anywhere and start selecting stuff for example those two and with that as you can see the dashboard is reacting let's deselect all right so now let's do the same stuff for our top list let's go and make it as a filter and now we can go and select our top customer and we're going to have a quick analyzes only for this customer which is really nice so let's go and deselect that and with that we are done with the interactivity inside our dashboard now moving on to the last step where we're going to work with the icons in order to make navigating our two dashboards very easy okay so now let's go and fix this icon over here so double click on it and now finally we can see it's going to navigate to customer dashboard and now since we are at the customer dashboard we're going to show an icon that is like an active icon in order to do that let's go and choose the icon so as you can see this one going to be the active icon if the customer select the customer dashboard so let's go and select that so now everything looks good let's go and hit okay and with that you can see we have a new icon that indicates we are now at the customer dashboard all right so now next we're going to go and fix the sales dashboards icons over here so let's go inside it and naig get to the customer dashboards and let's choose the one that is not active so we're going to go and select this icon all right so that's all okay so now let's go to the sales dashboards over here and change it to an active icon so we're going to choose this one over here sales dashboards active so select that and let's have an okay all right so that's it with that we have fixed the icons so the sales dashboard is going to be activated if you go to the customer dashboard it's going to be exactly the way round all right guys so with that we are done with the second dashboard inside our project let's go and test everything so let's go in the presentation model over here and let's check the data all right so now we are at the customer dashboard let's go and click on this container over here as you can see everything is working nice so now let's go and switch back to the sales dashboard so let's click on this icon and now as you can see we are back to the sales dashboard so what that the user should not go to the tabs and switch between those two dashboards the user can just go and click on those icons in order to switch between those two dashboards and with that I'm really happy to announce our project is completed and we have fulfilled all the requirements I will leave this project inside Tableau public or you can get it from the download link all right so with that we have completed our Tableau projects and we walked through all the faces that I usually follow in order to implement any Tableau projects from the scratch from the requirements until the delivery of the dashboards and here again my recommendation is that to not rush the projects where you can go immediately start building charts and dashboards without having a clear or organized plan so do it step by step in order to deliver clean work and if you like my content and you want to support the channel then I really appreciate it if you support like and comment this really going to help the YouTube algorithm thank you so much for watching and I will see you in the next video bye

Channel: Data with Baraa

Views: 75,308

Keywords: tableau project, tableau full project, tableau end to end project, implement tableau project, tableau project step by step, real tableau project, build tableau dashboard, full tableau tutorial, tableau, tableau dashboard, tableau dashboards, tableau training, learn tableau, tableau for beginners, tableau course for beginners, tableau tutorial for beginners, tableau training for beginners, tableau dashboard design, data visualization, business intelligence, data science

Id: dahrmqT5GD4

Length: 144min 15sec (8655 seconds)

Published: Tue Feb 13 2024