Creating and modifying a simple dashboard

Dashboards are the most common delivery method for Tableau visualizations. Not only can you leverage one or more sheets but you can also have the bonus of interactivity between the worksheets to provide stronger analytical and exploratory powers than a single sheet can do alone. You will begin to prepare your dashboard, add dashboard actions, configure a layout, and format a dashboard.

Dashboard pre-work

Before you build the dashboard, you need to make sure the point map you built in Figure 9.15 is complete. Your dashboard will look at a point map (with the sum of sales by state) but colored by Profit Ratio and further detailed with a data table or crosstab. To build a functional dashboard, sheets need to be added to it; the following instructions will show you how to achieve that objective by having multiple sheets intended to work together:

1. Duplicate the Mark Sizing Map Example sheet.
2. Rename the sheet Sales and Profit Ratio...