Creating Dashboards in Tableau
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Learn to build interactive Tableau dashboards with containers and actions, present findings as Story Points, and adapt layouts for mobile and export.
A Tableau dashboard brings several curated charts onto one view so people can read the data and ask their own questions of it, which shortens the time it takes to reach an insight. The lessons build a dashboard step by step, tidy its layout with containers, make it interactive with filters and dashboard actions, and then turn the findings into a guided story, a mobile layout and exported files.
What You Will Achieve
- Build a Tableau dashboard with user KPIs, annotations and a dynamic title, following dashboard-composition best practices
- Let viewers filter and explore the data on their own through interactive dashboard elements
- Walk stakeholders through a data story built from annotated, sequenced views
- Prepare a dashboard for mobile viewers and share it as a PDF or image file
Program Overview
Building and Annotating a Dashboard
Starts with why dashboards matter, then assembles a first version and improves it with user KPIs, added elements and explanatory notes.
- Why dashboards matter
- A first simple build
- User KPIs and annotations
- Dynamic titles
Dashboard Objects, Containers and Actions
Separates objects from actions and shows how containers, filters and tooltips shape both the layout and the interactivity.
- Objects versus actions
- Container-based layout and legend cleanup
- Filters applied across worksheets
- Tooltip updates
Story Points, Mobile Layouts and Exports
Turns finished dashboards into an analytical presentation and readies them for phones and file sharing.
- Elements of an analytical presentation
- Story Points formatting, annotations and the highlighter pen
- Side-by-side dashboards in a story
- Mobile layout preview, navigation and export formats
Certificate Awarded (Paid)
Job Outlook
Dashboard building and data storytelling in Tableau are used in business intelligence and analytics work, where teams track business performance and walk stakeholders through what the data shows.
Good for: Business analysts and report builders who want their Tableau charts to become interactive dashboards and presentations that colleagues can explore on their own.
Keep in mind: The course is about building and sharing dashboards, so its two chapters center on layout, interactivity, stories and mobile exports rather than on preparing or analyzing data.
Bottom line: A focused Tableau course that improves a dashboard step by step, then shares the insights as Story Points, a mobile layout and exported files.
Frequently Asked Questions
What are Story Points in Tableau?
Story Points is the Tableau feature that places dashboard views in a sequence so viewers follow a guided narrative. The second chapter formats Story Points, adds annotations and the highlighter pen, and places dashboards side by side within a story.
Which dashboard objects and actions does the course use?
Containers are the main object, used to lay out the dashboard and clean up its legend. Dashboard actions and filters applied across worksheets add interactivity, and the lessons also update the tooltip and add a dynamic title.
Does the first chapter build one dashboard throughout?
Yes. You start with a simple dashboard and improve it step by step with user KPIs, annotations, containers and filters, ending with a lesson that puts the pieces together. The second chapter then moves on to stories and mobile layouts.
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