Tableau Story [Creating Executive Style Tableau Presentations]

today you're going to learn how to create an executive style presentation like this using tableaus story feature now meeting of my clients replace their powerpoints for an interactive dashboard or story using tableau and to allow interactivity within their presentation and really keep their in users engage I am Tyler Levin founder of visual intelligence and today we're going to be creating a story that is going to replicate a PowerPoint so it's going to give you everything that you get out of a powerpoint on top of an interactivity that you can get in tableau as well as filtering and beautiful charts but still keeping that beautiful visually appealing presentation style all right so we're gonna go ahead and jump right into it and we're gonna learn how to create this exact presentation at Apple's story that I've created here all right keep watching [Music] all right so what is a story all right so a tableau story is a feature that tableau has that is honestly not used correctly most the time or that often it actually it can replace PowerPoint but still give you that interactive feel all right so we're using stories to create presentations all right and when we create these stories you have to keep in mind that you are still creating a presentation just like you are doing in PowerPoint so all of those same principles apply right so each point in our story is going to be a slide each slide needs to be focused and very simple all right we don't want anything on our slide that is not meaningful so that's the same thing with the story so we're gonna have to plan the story out to make sure it's focused and staying on target and we're meeting and we're hitting everything that we need a hit all right so the very first thing we need to do before we get into tableau at all is to think of what our presentation is going to be all right so we're gonna say all right the first slide is gonna be a cover page the next slide we're gonna talk about our methods overview of what's going on and in this example we're doing Survey data so the overview of the actual survey data and then the next one we're gonna go into demographics we're going to talk about the demographics of the population after that we're gonna go into a competitor analysis where we're looking at different competitors and after that we're going to talk about products that that they recommend it alright so you have to have a fine theme throughout your different stories and each point or each you know slide has to be a specific topic and that you're gonna cover or else you might as well just be doing dashboards right so this is meant to create a presentation all right so first plan out how you're going what each of these story points are going to be then after that you figure out what what charts you need in each one and then we can kind of start building from there alright so the first thing we're gonna do is first create all of our chart in this video I have them already created someone I have to waste time doing that and we're gonna go ahead and go through all of them now I'll just give you a high-level view of what's going on and at first we're gonna Kurt we created our plan all right what is our story what's what's our story about what's the focus of each point or you slide and what are we trying to accomplish after that we're gonna create our worksheets which are our charts that are gonna go in our story from there we're gonna actually create dashboards with our charts all right and the reason we do that because we have some more flexibility a lot more formatting options we can do and it's a lot cleaner so we're gonna put these charts into a dashboard format it how we like and then put those dashboards into our story so that time we get actually to the story pretty much 90% of the work is done we're just placing those dashboards that we created into the story all right so let's go through these different charts that I made the first one and once again we're looking at survey data we're looking at just respondents buy in different states all right so it's just a map next we're gonna be looking at Missa tee so what's what percent of total respondents are in each ethnicity and you see all of these are our color yellow just so I know that they're gonna be on the same story point and next we're looking at gender alright what's the percentage of male and female that took our survey and then what's the the income distribution of it alright so all of these are gonna be in my demographics story points or which is actually going to be a dashboard and then I can talk through these different points in my presentation right so I'm kind of thinking how I'm gonna do it all right so the first thing I wanna talk about is these demographics and then once I'm done talking about demographics I'm gonna go to the next point and talk about how we rank you know against the different competitors and show this visualization alright and in this visualization we actually have a filter here where we can do we can show current customers or not current customers are all alright and I believe we do have it in the other one where we can filter by current customers or not so this kind of adds that interactivity within your story here we're talking about recommending the product and instead of a filter here we actually did a instead of a filter here we actually did a parameter so we can look at how many are recommending our product in total by different gender by different ethnicity and find it from arrow status etc alright so the allows you to actually add interactivity within your presentations what's really cool about this is you can kind of prepare your presentation with these different parameters and filters to be like alright so at this point I'm going to talk about this and then I'm saying all right now when I switch it to looking at it by different ethnicities as you can see this this and that right so you can actually incorporate the interactivity within your presentation to really keep that end user engaged also another thing is I don't know if you do it but when I used to do presentations a lot I used to always pull up that excel file go back trying to run some numbers a little quick and you know it was a 50-50 if if my numbers are right or not because I'm everybody is looking at me I'm under pressure I'm trying to hurry up and grab these numbers that somebody's asking me and and there's never really a good idea right but if you kind of prepare for that up front while you're building your presentation you can add all that interactivity in here so somebody says hey well what if we look at it by gender you just quickly change it by gender and we could say all right well there's females on average you know score is higher than males all right and you know it's already clean and done because you did it beforehand right so you add all this interactivity in there so that you can kind of make your presentation more engaging as well as answer some ad hoc questions that your end users have all right so we got over all of our different worksheets created we have our plan out next thing we're going to do is actually put these worksheets in the dashboards which will be our different story points all right the first thing that I like doing is creating a cover page parent it's a presentation for me I need a cover page now I did a little extra I had a graphic designer and I create a cover page I mean you can do it yourself on Photoshop or Snagit or any type of application alright just create you know a nice image and that's all it is is just an image into my dashboard and that's gonna be my cover page alright so I'll go ahead and do a new dashboard cuz like I said all my still reports are actually dashboards and I know our resources a lot a lot of people like the fit two story I personally go with the size of 10,000 by 780 I just find that fits the best to me so this is my go-to size I mean you can kind of play with it of course if you know you're going to be doing the presentation on TV you gotta adjust all this but this is kind of just a standard sizing that I do for my dashboard and this fits well with the default story sizing so like I said this is my my go-to but you know you can change it just make sure you don't have any like scroll bars or anything on your story to make it not look as professional right all right so I have my dashboard here custom size 1,000 by 780 I'm gonna go ahead and add an image here and I got this image already built alright I'm gonna go ahead and do a fit image and I'm a sinner it alright but you probably want to make your image exactly this size so that it fits perfectly but you know this fits the fist alright for me alright so this is going to be my cover page alright so there's gonna be the very first very first page in my story and literally just import it an image alright next one we're going to do is an overview page alright this one's gonna be a little different on this I'm gonna show overviews and then show the methods used for my servant I'm gonna add another image in here which I created this image here and you see it kind of fits nicely right over here in this corner I'm then going to put a text box over here to the right and I already have all of this information I already done so I am just literally just copy and pasting this here I'm gonna go ahead and Center this so I'm write all this stuff in Word already so it's already ready to go and then I'm just gonna kind of go over and copy and paste it alright so go ahead and copy and paste this over damn got that they're resizing it some alright and that's looking good so that's going to be my second page which has got to be my overview of methods I just like it set in Photoshop or whatever else just get your image created here put it in here add some text box format a little bit now you got your your your overview page alright and once again we're creating all of this and in dashboards and make sure you got the same sizing so 1000 by 780 right the next one we're gonna make it this demographic so let's go ahead and I'm gonna duplicate this one and make it a little quicker alright the next one we're in a crate is the demographics dashboard so let's go ahead and start a new dashboard and we're gonna make sure this is the right sizing also one thousand seven eighty we're gonna style this one up just a little different alright we're going to add another picture here and this picture is just a little different doesn't have the logo right up front all right so this is gonna be the one I'm gonna use for all the all the rest of my dashboards I'm also going to add another picture just a header that's gonna go up the top alright that has my logo and also has this nice header image right here so I'm gonna do fit and center that and just kind of resize this to two - how you like it so I'm gonna put about right there next I'm gonna add a vertical container which is gonna go next to my image right here which is what I'm gonna put my text on top of so I'm gonna do a vertical container all of my dashboard or all my worksheets are gonna go in here so now I can go ahead and start stacking all my worksheets up in there so I got my income throw that in I got my map put that on the bottom and then my ethnicity and put that under alright we got all these popping up I'm not using this split graph on this one I am gonna use this current customer so I'm gonna go ahead and change this to a single value and I'm gonna drag that over here in this empty space and the rest I'm gonna go ahead and delete alright alright there we go now let's go ahead and just size this up a little bit so let's do fit this one's entire view and fit this one's already fitting good so I'm gonna worry about this one this one's been a good all right so let's go ahead and drag this I'm gonna hide this title clean it up some got household income you got the different respondents in the different states and we got ethnicity right here I'm gonna go also add gender right next to the from this city and I saw my ad horizontal container at the bottom imma throw Anisa T in there i'ma throw gender in here and delete all this stuff too alright so now I got if Missa tee gender go ahead and give this a little little room BAM there we go alright so now we kind of got it format it how we want to and it's looking good now let me just make sure this filter is applying to all of these other worksheets alright which it is looks good so now when I filter this I could be like alright well this is not looking at our current customers and this is what it looks like this is our current customers this is what it looks like cetera alright now since we're gonna be presenting this we need we need some text right so what I do is I usually grab the text box and I float it on top all right so I'm a floating on top I already got some text prepared and I'ma paste it in here and I'm doing a white font since it's on top of this blue alright go ahead and resize this go ahead and Center this there we go alright there we go and then we got that looking good alright so look I mean this was like just as good as any PowerPoint I've seen alright so you still got the interactivity still within tableau you still can filter you still hover over look at tooltips and I mean of course you can make this way more dynamic alright but this gives you a good good base right all right so here's our our actual demographics dashboard and I'm gonna duplicate this one make it a little easier and we're going to call this next one our competitor analysis all right and we're gonna go ahead and switch this up a little bit so let's go ahead and start deleting some of these worksheets and I'm not going to delete this one cuz I'm gonna go ahead and put this other one in first which is this worksheet and then I'm gonna delete it just so it kind of saves my spacing for me we got the split graph right here and that is a s allowing us to switch these dimensions right here and I'm gonna go ahead and put this on top I'm gonna delete this alright I want this to fit entire view and I also want to add that other filter we had which was current customer all right and I will put this next to that one so I'm gonna grab another horizontal container so I can stack these left and right of each other and just like that all right make this a drop-down let's go ahead and distribute this evenly all right and there we go now we can change the parameter so that it changes the look of this we can make it total so it's just default and we also change the easy filter here all right so here we got this now all we got to do is add the new text which you should just have it written somewhere so we can just copy and paste it in and Center this one as well just to be consistent and bam there we go now we got the next story point right so I mean after you create the first yeah you just duplicate and new text add the new sharp and you just keep going the the the only part that is is kind of I would say hard is just kidding these graphics done outside getting the text done and then you know building the chart putting everything together it's pretty easy all right so it's going to duplicate this and create our last one and the last one is the recommend products I'm going to slide that in here go ahead and delete this one and I'm gonna delete this and on this one I want to actually put the split graph to the left of it and show this as a single value give it a little bit of space and I want to add my legend to it which I have a size legend so I'm gonna add that over here so they can see that and actually want this at the bottom alright there we go alright now we just change this text looks like we moved a little little couple of things so now we just change this text once again just copy and paste in it BAM there we go you have two texts we can now you know talk about the different recommended products flip through so we can see that the different answers and we can kind of talk through these different points as well alright so now we got our our left one two three four five different dashboards alright so this is what recommend product alright so now we have our five different dashboards and we're gonna now put these into a story so now we do add new story alright so now it's as easy as just clicking it and drag in each of these pages in here so BAM we got our cover page you see it's fitting nicely I'm staying with the standard story size and it's fitting good because I change the sizing if I didn't change the sizing and sometimes you'll see those scroll bars which of course you don't want and now we just started you know name and what what each of these points are so this is a the nomadic rental customer satisfaction survey all right and then we go ahead and add a new point and bring in the next one alright this one is the overview BAM new point never demographics we got demographics here so as you see we we really do all the work before we get to the story the story is is just just something we put together at the very end but everything's done before we get here all right and then recommend product all right now of course we're gonna probably want to format this a little bit so let's go up to story and format and you can change all of the title font color the shading of the background I like this white I am gonna change the navigator to match kind of my branding so I'm gonna pick this color here also you can change you know font size if you want it to be a little bigger or a little smaller change the color I mean kind of play with the how you know play with it how you like but that's pretty much the gist of it you do have some some different options and you know you can add annotations and stuff in here if you want you can add text I don't want to show my title and then at the end you have this nice story that we see here so now let's go presentation mode and see what we made all right so here we go I don't like the the text here so I'll probably rename this but that's just me being a picky but we got our cover page so we're in a presentation we can be like all right this is a customer satisfaction survey talked about over you this is our methods this is the demographics of our different survey looking at our current customers this is what we see looking at now the competitors you know looking in total this is how we ranked now looking at my different ethnicities this is how we ranked etc and then you know did our customers recommend our product or service or not and looking at it by different dimensions all right so now you see this can be just as good even better than as far as visually as a PowerPoint with the same interactivity and dynamic capabilities that tableau can offer all right so really if it's me I wouldn't even be doing no powerpoints I would put everything in a tableau story and present these I mean you would really while you're and you know it's nothing no what he's doing right now so you would really stand out for your clients or internal or whatever right all right last point I want to make is even though I made these these nice graphics you can put a layout container there and and just change the background color of it that works just as good if you don't feel like actually creating those graphics just do a layout container with the color of your company's brand and just put the text on top all right look the works almost just as good all right well that is it for this video if you want this template you go ahead and download it using the link before to be low if you want more tableau videos like this go ahead and subscribe to my channel and if you need any help with tabla consulting training we also do custom training using your data and please reach out to me alright well I'll see you next video

Channel: Vizual Intelligence Inc.

Views: 61,801

Rating: 4.93361 out of 5

Keywords: tableau story, tableau stories, tableau story examples, tableau story points, tableau presentations, tableau story example, tableau story formatting, tableau story actions, tableau story best practice, make tableau story, tableau story navigation, tableau story filter, tableau story tutorial, tableau story vs dashboard, tableau storytelling tutorial, tableau storytelling, tableau story presentation, tableau story mode, tableau story creation, tableau storytelling examples

Id: JsDxcEH5VeA

Length: 21min 35sec (1295 seconds)

Published: Mon Jan 21 2019