Author avatar

Omotayo Aina

Tableau Essentials: Adding Worksheets to a Dashboard and Building a URL Dashboard Action

Omotayo Aina

  • Mar 23, 2020
  • 7 Min read
  • 405 Views
  • Mar 23, 2020
  • 7 Min read
  • 405 Views
Data
Tableau

Introduction

Tableau is business intelligence software that can connect to any data repository, such as datasets from your databases (e.g MySQL, MongoDB, MariaDB, etc.), flat files (Excel, PDF, CSV, logs, etc.), and so on. Tableau helps you view and understand your data and create visualizations by simply dragging and dropping.

Knowing how to create a worksheet and adding it to a dashboard in Tableau can give rapid insight by turning your data into interactive and shareable dashboards that represent the trends, variations, and density of the data in graphs and charts.

In this guide, you'll learn how to add worksheets to a dashboard in Tableau through the following steps:

  • Downloading a sample dataset with locations

  • Connecting the dataset to Tableau.

  • Creating views using Show Me, including:

    • Maps
    • Histogram
    • Packed Bubbles
  • Adding Worksheets to a Dashboard

Download the Dataset

Open this datasets link on your web browser and click on Public Housing Physical Inspection Scores to download the dataset as shown below.

one

Connect the Data to Tableau

Step 1: Open Tableau software.

Step 2: Go to the Connect pane and Click on Microsoft Excel.

two

Step 3: Locate your dataset and load it into Tableau.

three

You should see the below image if the dataset successfully loaded:

four

Step 4: Click on Sheet 1 to proceed.

five

Create View on Worksheets

1. Create Maps Using Show Me

Step 1: Select County Name from the Dimension Pane.

six

Step 2: Click on the map in the Show Me panel. Allow Tableau to load the maps.

seven

Step 3: Drag County Name from Dimension to Color on the Marks.

eight

Modify the Location

Begin by correcting any unknown locations.

Step 1: Click on the unknown.

nine

Step 2: Click on Edit Locations:

ten

Step 3: You can either fill in the appropriate country, state, and county, or you can Google the geocoordinates of the location, as we did below:

eleven

Step 4: Fill in the appropriate latitude and longitude coordinates and click OK.

twelve

To locate your added location, click on it in the legend.

thirteen

Please note that you can also filter the data or use a default position based on your requirements. See the below images for examples:

fourteen

fifteen

2. Create Histogram View Using Show Me

Step 1a: Create a blank worksheet by clicking the Add Worksheet icon located at the bottom of the workbook, as shown in the screenshot below.

sixteen

The view of the new worksheet will look like the screenshot below.

seventeen

Step 2: Create a view on the worksheet by selecting Inspection Scores under Measures and selecting Histogram on the Show Me. The result will be as shown below.

eighteen

3. Create Packed Bubbles View Using Show Me

Step 1: Create a blank worksheet by clicking the Add Worksheet icon located at the bottom of the workbook as shown in step 1 above.

sixteenb

Step 2: Create a view on the worksheet by selecting Inspection Score and County Name together by holding down the CTRL key under Measures and selecting Histogram on the Show Me. The result will be as shown below.

nineteen

Add Worksheets to a Dashboard

A dashboard is a consolidated display of many worksheets and related information in a single place. It is used to compare and monitor a variety of data points at a time with several different data views displayed all at once.

Dashboards are shown as tabs at the bottom of the workbook, and they usually get updated once changes are made to the data from the data source. While creating a dashboard, we can add views from any worksheet in the workbook along with many supporting objects such as text areas, web pages, and images.

Each view you add to a dashboard is connected to its corresponding worksheet. So when you modify the worksheet, the dashboard is updated as well, and when you modify the view in the dashboard, the worksheet is also updated automatically.

Creating a dashboard and adding worksheets is similar to adding views.

Step 1: Using the three worksheets create above, click on the logo at the bottom of the workbook as shown in the screenshot below.

twenty

Step 2: Double click on the worksheets (Sheet 1, Sheet 2 and Sheet 3) as shown in the screenshot below to add each worksheet to the dashboard.

twentyone

Step 3: Finally, the below screenshot shows the dashboard created by adding worksheets.

twentytwo

Build a URL Dashboard Action

Dashboards include several options, including formatting, exporting, creating actions, and more. The screenshot below highlights the actions feature, which lets you create interactive relationships between data, dashboard objects, other workbook sheets, and the web. Let's take a look at the web function of actions.

twentythree

Step 1: Click on Actions from the dashboard drop-down menu as shown above. An actions box will come up, as shown below.

twentyfour

Step 2: Click on Add Action in the bottom left corner and select Go to URL to add an action, as shown below.

twentyfive

Step 3: Fill out the form as shown below.

  • For this example, for Hyperlink, use the name"Hyperlink1". deselect Sheet 1 and Sheet 2, leaving only Sheet 3.
  • To the right of this box, under Run action on, click Select.
  • Click OK.

twentysix

twentyseven

twentyeight

Step 3: Click on any part of the packed bubbles. A web browser window will pop up pointing to the stated URL.

twentynine

Conclusion

When Tableau is used efficiently, it is a powerful business intelligence tool. Tableau can be connected to different types of files and data sources such as databases, applications, application programmable interfaces (APIs), and so on. Tableau is easy to use, unlike many other business intelligence tools. With Tableau all you do is click, drag, and drop—it is as simple as that.

4