Hierarchies, Actions, Filters, and Parameters (Part 3)

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En provenance du cours de University of California, Davis

Creating Dashboards and Storytelling with Tableau

278 notes

University of California, Davis

Creating Dashboards and Storytelling with Tableau

278 notes

Cours 4 sur 5 dans Specialization Data Visualization with Tableau

Leveraging the visualizations you created in the previous course, Visual Analytics with Tableau, you will create dashboards that help you identify the story within your data, and you will discover how to use Storypoints to create a powerful story to leave a lasting impression with your audience. You will balance the goals of your stakeholders with the needs of your end-users, and be able to structure and organize your story for maximum impact. Throughout the course you will apply more advanced functions within Tableau, such as hierarchies, actions and parameters to guide user interactions. For your final project, you will create a compelling narrative to be delivered in a meeting, as a static report, or in an interactive display online.

À partir de la leçon

Dashboard and Storytelling with Data

Welcome to Module 3. In this module, you will go from learning Tableau's six best practices for dashboard design. By the end of this module, you should be able to apply hierarchies, actions, filters, and parameters within Tableau. You will also review five videos associated with the topic and discover how to uncover the story in the data and be able to frame your story.

Best Practices for Dashboard Design2:00

Dashboard Design Principles 1, 2, & 310:06

Dashboard Design Principles 4, 5, & 67:56

Hierarchies, Actions, Filters, and Parameters (Part 1)26:09

Hierarchies, Actions, Filters, and Parameters (Part 2)24:58

Hierarchies, Actions, Filters, and Parameters (Part 3)18:16

Hierarchies, Actions, Filters, and Parameters (Part 4)12:47

Important Considerations for Creating Dashboards3:33

Rencontrer les enseignants

Govind Acharya
Principal Analyst
Budget and Institutional Analysis
Hunter Whitney
Sr. Consultant, Author, Instructor
Design Strategy and Data Visualization

[MUSIC]

All of the visualizations that we created in the previous lessons

that just preceded these, all are going to go into the new dashboard.

And there are three of those.

And I'm just going through really quickly to show you.

Customer Scatterplot, Customer Rank, and Customer Overview.

And so what we're going to do is really just get into creating these dashboards.

So all I'm going to do here is just click on the new dashboard,

which is on the bottom middle area of your screen.

Just going to click on that, and

it's going to generate a new sheet, it's actually a new dashboard sheet.

But for lack of a better term I'm calling it.

And what we're doing now is we are going to drop

the three visualizations into this particular dashboard work space.

And then we're going to create filters in this lesson based on those.

First I'm just going to rename this Customer Dashboard.

And what you do is you take Customer Scatterplot.

And I just grab it with my mouse with a click and

then drop the sheet where it says drop sheets here and there is.

And then I'm going to do the same thing for the other two, Customer Rank and

Customer Overview.

So first Customer Rank, I'm going to put that on the right hand side,

you should do what I'm doing.

Obviously you may have different formatting ideas but

this is the way I'm doing it, I'm putting Customer Rank on the right hand side here.

And then I'm going to take the Customer Overview and what I'm going to do here,

since this is an overview I'm going to put it on the top.

And I just have to nudge it with my mouse,

just to make sure that I get it in the right spot.

Just right there, perfect, got it.

So what I'm going to now is just do some pretty minor formatting.

Getting the Customer Overview box a little bit smaller,

or a lot smaller, actually.

So that the Customer Scatterplot and

Customer Rank visualizations are much more visible to everyone.

And so you just have to nudge that a little bit just to get it

to the right spot.

And there you have a dashboard, right?

Wrong.

There's something missing.

How are you going to do the interactivity?

And that's something we're going to talk about now.

And that's sort of the core of this lesson,

which is, what do you do when you have that dashboard?

And the answer is, you're going to do create filters,

you're going to create actions, and you're going to create some hierarchies.

And this lesson's going to really talk about those filters, and

the filtering is essential.

In terms of what type of ability we give to

our audience to navigate the various pieces of the dashboards.

Some of these filters are absolutely essential.

Because, if you don't have the filters, the data are not quite right.

Some are essential in a different way, which is because they're filtered on

the goals of the strategic plan or

other type of plan that the KPI and dashboard are explaining.

So in this particular piece we're going to talk about both.

We're going to talk first about the ones that are absolutely essential.

And then we're going to talk about the ones that are necessary

from the point of view of the business.

So first if we talk about the ones that are essential for

the data to be clear, and actually accurate.

We need to know the data.

So as analysts, we have to understand the data implicitly.

And that means knowing the limitations of that and trying to

ensure that those limitations are part of the dashboard.

And so one of the things that we're going to do right now,

is we're going to talk about how we can develop that.

So one of the things here is that there is actually no time indicator.

And I'm just going to show you something, I'm going to create a new worksheet here

and I'm going to drop Order Date in to show you

why it's important to have a filter on yours.

And again, this is the type of information

that you as an analyst will already have implicitly, knowing the data.

And so, I know that the data are sorted by year.

And unless you account for that,

you're actually not providing accurate information to the audience.

So I'm going to show you what I mean.

If you drop, I'm going to drop the Order Date here on the rows.

And I'm just going to note here that there are four years, 2013, 14, 15, and 16.

And so, each of these years has its own data,

which means that when you're looking at the dashboard

The way it is now, it includes all four years.

But really what you want to do is look at it year by year, so that's going to be

the first filter which is a year filter to ensure that we can account for that.

So you say, okay, I want to be able to show

only the data from 2016 or from 2015 and so we put that filter in.

So I'm just going to delete this worksheet because I don't really need it.

I just wanted to illustrate that to you.

So we had to go to Customer Dashboard.

We see that right there.

What I want to do now is go back to the Customer Scatterplot worksheet.

Because Tableau has this little quirk where you have to actually have

the filter in the worksheet before you can put it in the dashboard.

And so we go to the worksheet and we're going to put the year filter in there.

And then we'll be able to use it in the dashboard.

And so this is very straightforward.

You simply right click or you drag it, as I'm doing here.

Drag the field into the filters.

And here, because it's time, a dialogue box pops up.

And I will select years as the filter field.

If you want to do it at a more fine grain level, you can.

But, there's no reason to.

Select the years, click Next.

And use all.

Hit OK.

And now we want to actually be, so now we have the filter for Order Date.

Now there are two other filters that we want.

And that is based on the studies that we've done in our exploratory analysis,

which we haven't shown you but it is part of the processes and analyst.

So we're looking at data here right

now in the dashboard in terms of customers, right?

And we've looked at it in terms of categories,

we've looked at it in terms of segments.

Now we see it in terms of customers and we also have a worksheet on regions.

So we're going to do two more filters, and we're going to do that in terms of

the ones that are kind of, quote unquote, missing.

The first is on categories, and then we're going to do it on segments.

And a segment is of the industry that we're targeting.

And so you do the filters the same way.

Which is to say you drag or double click.

Or click on it.

And you add it to the filters box.

I'm taking categories.

Adding it to filters.

And I'm going to select use all,

click OK then I'm going to do it on Segment,

drag it to filters, and use all as well.

Click OK.

So now we have three filters.

Year, category, and segment.

We're going to go back to the dashboard now,

and we're going to do the filters.

Now, the way we do that is we go back to the Customer Scatterplot.

This is connected to the worksheet.

And here there's a little arrow, and I have the yellow line over it.

It is really hard to tell what that arrow is.

I'm going to zoom in a little bit to actually show it.

And you click on that arrow, and

then it pops up different choices, which are very useful.

Here, I'm going to select the filters

and I'm going to select each of the filters consecutively.

So,first I'm going to select category,

only because that's on top, then I'm going to do it again and

I'm going to select for the filters, segment.

And finally, last but not least, go back to the filters.

And then click on Year of Order Date.

So now we have three filters all set up here, ready to go.

Now, I am not a fan of using multiple select boxes some, you often see those.

But i find them very hard to use.

I like to use single drop down ones.

What we're going to do actually is change these.

I am also going to change the title as I'm doing here.

I'm going to do the year of the order date,

I'm going to just change that to year and hit OK.

Now again we click on that little down arrow and

I'm going to select the single drop down.

And then we're going to drag it all the way to the top and

I'm dragging all the way to top because I think that the year is

the most essential in terms of the need to be able to filter it on here.

I'm also dragging the legend down to the bottom there and so

for category let's do the same thing.

We're going to do the drop down and

then make our selection.

The single value drop down.

Just like per year.

You could also do a list.

Let's do list just for fun, and then let's do

And let's just for fun, for the segment, too.

You could do drop down too.

There's actually no difference between the two.

The advantage of having a list is that you see every possible filter option.

The advantage of doing a drop down is that it saves space.

And so it really depends.

All right, so now we have three filters.

And so I can filter on year, do you see that?

I filter it on year and then we can see this is 2013, which is really interesting.

And so look at this, what I've just circled here is very interesting.

Watch what happens, or doesn't happen, as a hint,

to that Customer Overview when I do the filters.

Just watch.

That's right.

Nothing happens.

So that means we are not actually done.

We just can't throw the filter in there, can we?

What we need to do is we need to tell Tableau that okay, this filter applies.

Not just to the Customer Scatterplot, but

also to the other two visualizations, the Overview and the Rank.

So now you see where my cursor is on year.

I would like you to click on that and

then I want you to click on apply to worksheets,

then select selected worksheets.

When that happens a dialogue box will pop up.

And then you get a choice of what the filters apply to.

And in this case it's Customer Rank and Customer Overview, are the choices.

I want them to apply to both.

So I’m going to check Both.

You can also click all on the dashboard or none on the dashboard,

depending on your preference.

In this case, we actually want all on the dashboard.

And then, once we're done, we're going to click OK.

And we're going to do that, so now, look at this, check this out.

Watch closely, I'm going to select 2013.

Right now everything is selected, but when I select 2013,

watch either Customer Overview or Customer Rank and see if the numbers change.

It does, that's so great.

So now, I think we have that one done, but so

we have the two other ones which is category and segment,

those also need to be applicable to Customer Overview and Customer Rank.

So, Let's do the same for category.

Apply to worksheets, selected worksheets, all on dashboard, click OK.

Let's do that for segment as well.

Apply to worksheets, selected worksheets,

all on dashboard, click OK.

Now the final thing is, that we want to make sure that we use only

relevant values, which means that we want to only pick up the ones

that are relevant based on the filter context.

So I'm going to click on that black arrow again for category.

I'm going to go all the way down here to the middle and

click on only relevant values for the categories.

And then I'm going to do the same for segment.

Only relevant values, click, so

by doing that you make it much more friendly and accessible to users.

They don't have to try to guess which filters are going to

get messed up or whatever.

You are controlling it for their convenience.

And so this is actually a very nice little dashboard already.

I'm just clicking around here just to show you some examples.

There's nothing fancy about what I'm doing.

I'm just making some changes perhaps to the worksheet names and things like that.

The idea is, is that you make it pretty easy for

people to use and then people will use it.

And that's the idea of filters, you give people options but

you should also control it.

Not to be controlling but to make it more usable for the end user.

And so that's the reason you really have to have filters.

It's not just one thing, it's essential to any dashboard or KPI.

So we're actually going to go to.

The next lesson which we're going talk about in some more details.

As you can see here as I'm clicking,

there's actually some issues with the clickability.

We could, we should be able to click on more things yet we're not.

So let's go to next lesson and we'll talk about it.

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