This interactive data visualization evaluates the Sample – Superstore dataset that comes with every download of Tableau. This project was created to train Tableau users on Tableau tactics, data visualization strategy, and design. If you are interested in following along, please see the list of related resources with explanations below the visualization. You can also subscribe for free to be the first to receive weekly Tableau tips and tutorials.
To use the visualization, start by choosing a date range and a region to highlight. Once highlighted, a US state within a region can be clicked on to filter the descriptive dashboard. You can also choose to look at the performance over equal periods or year over year and/or choose the date granularity (i.e. year, quarter, month, week) of the trend lines.
The prescriptive dashboard can be used to gain insight into the performance shown on the descriptive dashboard. Try out the annotations tab to enter your own insights on the fly!
Related Tableau Tutorials
How to Make Your New Favorite Tableau Date Comparison Filters – This tutorial shows you how to compare two date ranges on one axis and how to toggle the date range comparison between prior period and prior year.
Designing Device-Specific Dashboards in Tableau 10 – Device designer was used to choose the tablet layout to optimize the Super Sample Superstore dashboard for mobile. Device-Specific Dashboards can be used to serve a different version of a Tableau dashboard depending on which device your audience is using.
How to Dynamically Format Numbers in Tableau – The Super Sample Superstore dashboard allows the end user to choose between several different KPIs that have different number formats (i.e. $, %). This tutorial shows you how I changed the prefix and suffix for each format.
Practical Tableau: 3 Creative Ways to Use Dashboard Actions – Dashboard actions are used to allow the end user to filter certain views by clicking on a US state. This tutorial provides an introduction to dashboard actions and three ways they can be used in Tableau.
3 Ways to Make Lovely Line Graphs in Tableau – Line graphs were used as a primary visualization type on the descriptive dashboard. This post shows you how to enhance this fundamental chart type in Tableau.
A Spreadsheet is Not a Data Visualization – While this dashboard uses callout numbers, it does not use a single table of numbers. This should affirm the sentiment that visualization is more effective than raw data alone.
3 Ways Psychological Schemas Can Improve Your Data Visualization – The Super Sample Superstore dashboard taps into multiple schemas including shapes, maps, and color to help the end user process the visualizations more efficiently.
The Best Data Visualization Tip I Learned in Sixth Grade – The descriptive view in this workbook is very focused on the three main KPIs of Sales, Profit Ratio, and Days to Ship. The prescriptive version is provided to maintain the focus, but allow for deeper analysis.