Tableau KPI dashboard Design for Business Dashboards

hello there and welcome to the new tableau dashboard tutorial where i will show you how you can create a dashboard like this so this is a good dashboard design from my perspective where there is a proper alignment and proper charting or the spacing for the chart is being done now this is just a sample but to give you an idea about how you can place your information but you feel free once you learn how to do all this thing feel free to move the information or to use your own chart because these are the charts which i have created based on just my understanding and just to present it over here but you may have your own different charts so use it like a template and then you know create a stunning dashboard like this which your users probably will like it so if you want to learn with me you can continue learning with me or if you want to have it there is a link which i have given for a very nominal cost uh that i have put it over there just in case if you want to uh get the template over here like this and want to use it directly but if not then you can also learn with me step by step all right so let's come back in the normal mode just so that we are in the dashboard mode okay i'm pressing the escape button all right now we are in here so as you can see this is a normal development environment of the dashboard so what we have done is we have created these charts individually as you can see these different charts is present over here and then we have come over here and created this layout for the dashboard within the dashboard tab and there is a small icon which you see it over here so if i just again go into the link so you will see that it is nothing but giving you the option of filtering the data so i've used just one filter to filter your entire dashboard however you can use as many filter as you want in a not in a just a small space like this so we will going to look at even that as well all right so how to start well first of all this chart which is count of order so it's it's a very simple i know you must have been following my videos but if you are the new user then what i suggest is look at in the description for the various tutorials for the projects that i have covered as well as step by step tutorials if you want to create these types of dashboard all right so that's first the area chart which you can see we have taken the order date from here so order date has been pulled here and the order count is basically present you have to take the order count or count of order id either way it will going to work fine and then over here order date filter is present which we have used if you have if you just remember i have shown you within the dashboard over here this is this is where we have used the date all right and if we want to use any more filters bring those filters over here for example the pro the customer segment maybe the within the product hierarchy you have different like subcategory manufacturer product name things like those if you want to add it as a filter or in your database if you want to add more filters just bring it in one visualization and you can easily add it to all the visualization and i'll show you in the later part of the video all right so this is first the area chart that we have created so area chart as you can see is present over here very straightforward option so i'm not going in a lot of details to do that because i have done this almost more than hundred times over here on my channel um the second is very simple bar chart for the product cats for the customer segment and then you have the product category so segment information is in the column column one column two and column three is for the different customer segment and over here the coloring is if you see is the category and one thing you need to make sure is you need to choose one single color so for example i have chosen this blue color and i'm using the different shades of blue so if you see over here in this entire theme i have not gone anywhere outside the blue boundary only in certain cases like the title which is not related to the visualization but just the title however we could have even done that as a darker shade of the blue like this one may be darker than even this one so that's the main thing to catch over here in this that we don't have to go outside of blue shade so over here if you see i have chosen the color and if i go into the color you will see that these this is these are the three options but you don't see option over here so what do you do well in that case you need to come here in the palette you choose the blue and for technology i have chosen this for office supply this one and a lighter shade for them for the furniture and that's what you need to do it's a very simple one tableau has already given it to us so we'll click ok and we will come over here in the profit binning the next chart again you see the theme is blue what we have used is is basically the count sorry the sum of sales for the different bin size so 0 to 1 k 1 to 2 k 2 to 3 k the profit binning is present over here you can create bins directly from here by coming here and creating the bins and once the bins are created over here you have the option of editing it you can choose the size of the bin so one thousand so zero two thousand that's why i was able to say that zero two thousand and if you see that this is misleading for your audience then what you can do is you can come over here and change the alias um so maybe for 0 to 1 what do you want so we want 0 to 1k something like this we'll click ok and the alias will change the only problem is that you have to change it for each and every one coming over in the alias and you have to change it for each and every one so i'm leaving it up to you because i don't know when you were going to use this chart or not so so yeah but just wanted to show you what how you need to do that then coming to the kpi very simple if you see average uh time to deliver again this is something which i created uh the calculated field so calculated field is present over here and if i come and select on the edit this is nothing but the ship date the date on which the order was shipped and then the order date on which you know you received the order so if ship date is 10th of january and the order date is first of january so it basically you took nine days to to deliver it and that's what it basically is saying and once we have taken it over here we have uh just formatted it properly by going here in the text and over here the if you will see this is something which i have increased to level 36 the font size and the down there the text which is supporting this is basically the just the 10 as a font size and both of them is in the tableau bold and the coloring is blue so we are not going outside similarly for second kpi it is the average discount we have formatted to a percentage if you don't see percentage like this you need to come over here and go into the format and from here you have to choose the percentage how many decimal you want you can get it again if you see the coloring is blue we have not changed it that's what we have done even for the third option which is the average order quantity so what we have taken is the quantity as the average and we can select that now coming back to this chart which is a doughnut chart so donut chart is is slightly straightforward i've covered in the into my previous videos but if you see what i've done is we have the sum of profit by the category over here and what i have created is two average zero calculation and why i have created it so that i will have one for the pie and another one for pi but for the color which is white so for example if i change it to let's say gray you will see that this is now changed to gray so what i have make sure it is white and using the dual axis so if i don't use the dual axis if i uncheck that this is how the visualization looks like but if the if i simply do the dual access you will see this look for the donut chart visualization i'll i'll try to figure out a link and put it in the description if you if you're looking for that and uh after that what we have is a simple hundred percent bar chart uh stack bar chart and the way we have done the stack bar chart is based on the order count for the various shipping mode so what it is indicating that within the central 1439 which is 61.95 percent orders is in the standard class and only 5.17 orders or 120 orders are have been delivered in the very first day and if you see there is a comparison also so 83 order so south is basically the region where most of the orders are happening again you know as per the trend uh within the standard class and very less order if you compare it with the rest of the categories or rest of the regions and the way you need to create it is by coming over here and you will say that you want percent of total and you are going to get the 100 step by chart because you don't find it over here we don't have 100 stack watch out um after that what do we have is a very straightforward chart we have sum of sales here on the x-axis on the y-axis we have profit so rows and columns and customer names are present as a detail and on the coloring what you have is the uh profit ratio so sum of profit divided by sum of sales and in the color if you see we have we are not deviating from the blue color so what we have done is the color which is in minus is slightly lighter shade of blue and which is in the positive side is the darkest shade of the blue all right so next chart what do you have is a very simple ah am i using this no i'm not using this so but yeah i mean if you want to under just understand uh what do we have it uh is is basically four different years uh how is the sales uh by region so for example for central uh what is the sales in 2019 and then coloring is also by the sales so it does not reveal a lot of information so probably that's why i have not used it let me see the last chart oh nothing is here okay so finally we come here on the dashboard on the 11th minute so i hope that refresher was uh quite quick but useful for you just to help you understand in case you're wondering some visualization how they have been created okay so interesting part is this visualization so what is going on over here well first thing is dividing all these things into different components if you see come over here in the layout you will see you have three different components so the first one is basically our button if i select this you will see it over here so i'm not going over there right now but what i want to first show you is the vertical component so this is the vertical component or the entire component in which multiple components which is present all right let me come over here this is the one tiled so this is the entire component which is a vertical one and then we have horizontal within that we have different horizontal if you see these component and down there if you will come multiple horizontal components that is being added uh for the perspective of uh putting these visualization but i will create it for you step by step so no need to worry so here i am in the dashboard and over here we will going to pick the vertical component and before vertical component what i am going to put is text and we will put it as sales performance dashboard select it make it maybe 26 and make sure that tableau bold is what we are choosing and we are not going beyond blue so this sales performance dashboard all right drag it up uh double click again over there you will come in this window and make it centralized and click ok all right so the first thing first uh now we have this vertical pane uh what we want is couple of more vertical pins so what i will do is i will add one more so this is one this is another one and i will probably add a couple of more because i know sometimes there is this filters comes in and they create issues or the legend comes in and they create issues so we will tackle all of these so what i've done is added just couple of vertical components one two three four in the first component i will give it some space because i need to add the chart and within this i need to add what horizontal one so what i'll do is i'll just select horizontal and put it here so within vertical we have horizontal and now i can pull in my my charts because first should be here and then another should be here and third one should be here so it's like horizontal components and that's why i picked up the horizontal component over there okay so let's bring it here let's bring all of it here and let's bring the third one here all right sounds fine and then you know adjust it as per as per the need that we have and as per the visualization spacing that is required so yeah should be good right um i'll just select again all right why don't you come yep now you are there okay so it's fine now if you see again like i mentioned you know it it usually comes up like uh legend basically takes up those space so what i'll do is i will right click and make it floating and once i make it floating it is present here and i will just select it over here and make sure that it is here category yep so that's fine now i have these two components and i need to drag this up little bit maybe down yeah should be okay all right uh once we have this then the second component is basically our kpis again for that i will bring in the horizontal component and i will take the first kpi the second kpi and then the third kpi so if you see uh i will right click and hide the title right click hide the title right click height title and i will bring it up okay all right all right uh final component again i will take horizontal pain from here and then what do we have is first this this and then the third one which is here um we don't need this so let's delete them all right so i think this is here in the middle based on our original however feel free to change it based on your needs there is no problem as to how we want to adjust that all right okay yeah so up to us how much we want to adjust or how much spacing we want to give just want to make sure that everything is looking fine but if you compare this this is still looking very nice because the proper spacing has been given and some background is is given over here all right and so what we need what we need to do is come over here on the layout and on the background okay so we'll select the outer layer over here if you see the tiled which is the most outer one we have to select this and over here in the border or sorry in the background we have to choose what gray color this is very light this is fine i think this is the one that we have used used and if you see as i've added there's a bit of a shading that has come right and it is indicating that in certain cases if we just you know do a little bit of spacing correctly uh for example this one and here so now this spacing is fine and this is spacing is fine so just with with the addition of of a background color it has started coming together and that's the magic of background color but what if if you want to create a perfectly separate tiles like this well in that case here is the key the key is select this and over here on the outer padding that you are seeing change this or increase this size i think 9 is fine similarly select this and in the outer panel select not 10 but 9 because we are making it consistent across it across the uh the different components so again i have selected the third one and i am making it nine and then this one again i'm making our third padding nine and then this one so it's an iterative process if you want to just uh either skip it or fast forward it do it no problems but yeah um if you enjoy it what i if and if you are enjoying it what i suggest is uh please share it with your friends and colleagues on the social media or wherever you can so that uh first of all it will help me increase the audience on my channel as well as help them to learn how to create a dashboard like this all right so that's it well here we are with that dashboard isn't that a very similar one which you saw earlier which is this one right and the only thing which is missing over here is the component this component right so what i'll do or maybe double click here and just increase the size doesn't look right that much okay uh i guess i had changed this to 1100 yep that's it and so what i did very quickly is i'm here in the dashboard and i've just changed the width to 1100 from 1000 which is the default one okay and next is uh from the chart what i'll do is bring the filter and that is order date so order date is present here uh i will make sure that you are selecting this and come here and make it floating once you make it floating make sure wherever you want to create that icon you are putting it over there so here i want to create an icon so i'm putting it over here and again i'm checking this button and clicking on add show height button so my add show white button is here i'll just drag it there and this component i will i will just make sure i press alt and this button and then i will drag it down just need to make sure that it is coming properly so let's go into this and yeah so now i can select right now only this visualization is getting selected so what do we need uh is basically um come over here and hold on if i just press alt and on that button this is this and select this filter and then apply to worksheet all using this data source okay we are good so now yep so now you see every chart and everything is is getting reduced or increased or decreased based on what it is so these are the settings that you need to make to create a chart like this but yeah that's mainly what i wanted to show you at a high level as to what what you can do uh or how you can produce a beautiful dashboard like this i hope you have found it very useful and like i said if you have enjoyed it then please don't forget to share it on the social media and with your friends and colleagues who want to create this dashboard so that's about it and let's meet in some other innovative dashboard

Channel: Data Science Tutorials

Views: 55,747

Rating: 4.909091 out of 5

Keywords: how to create kpi dashboard, how to create good design in tableau, example of good tableau dashboard, tableau dashboard exmaple, designing tableau dashboard, tableau dashboard design tutorial, how to get tableau dashboards, tableau dashboard for beginners, tableau dashboard design, tableau dashboard design best practices, tableau dashboard design tips

Id: WT-8TLEXpF4

Length: 22min 36sec (1356 seconds)

Published: Thu Oct 08 2020