How to Build Summary Tiles for Tableau Dashboards
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- čas přidán 3. 08. 2024
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Description:
One of my favorite additions to a dashboard are summary tiles. They’re a great way to quickly communicate a few quick, important data points. In this video, I’ll share some of my favorite techniques for building them and making them look crisp.
Here is a link to a blog post too: onenumber.biz/blog-1/2017/10/...
0:00 Introduction
1:37 Single-Worksheet Summary Tiles
8:15 Multiple-Worksheet Summary Tiles
Need help building your own summary tiles? Schedule an hour with Eric here: www.eventbrite.com/e/tableau-office-hours-with-eric-parker-tickets-42691995909
Ready to master Tableau? Check out our lineup of upcoming classes! www.eventbrite.com/o/onenumber-15678294163
Eric, that was incredibly clear and helpful, especially from a best practices and shortcuts perspective - thank you for taking the time to do it and even more for sharing!
You are welcome, thanks for letting us know it helped you!
Amazing work. Helped me heaps. Clear and concise. Thanks!
So glad to hear it, thanks for letting us know Aaron!
Thanks mate, this is ez in Excel but is made for geniuses in Tableau. Glad you deciphered it for us!
Happy to help, thanks so much!
Very helpful tutorial. Never seen copy formatting option before, which is a great time saver. Thank you.
Glad it was helpful!
Thank you Eric. Excellent presentation. Very helpful to me.
I'm so glad to hear it helped, thanks David!
Never seen that Copy Formatting button before - wish I had known before trying to match so many worksheets in the past. Thanks!
Awesome! I'm glad to hear the video was helpful!
Hello Eric, your video has proven to be quite informative. Could you kindly explain in a similarly straightforward manner how to add the increment and decrement arrows to these scorecards or tiles?
You are welcome! I think this video will help: onenumber.biz/blog-1/2021/9/5/month-over-month-comparison-summary-tiles-in-tableau
Super helpful tuotrial. Thank you for sharing!
Thank you! I'm glad you found it helpful!
Thanks man! This is great!!
So glad you found it helpful, thanks for letting us know!
Thank you
You are welcome!
Your video is excellent! Keep up the good work. Thank you!
Thank you!
Hey Patricio. I saw a comment about sorting from you I can't find now. Check out this video for more info on that: czcams.com/video/49SWNkAFNn8/video.html&ab_channel=OneNumberLLC
@@onenumbertableau Thanks! I was trying to sort the order of the summary tiles but I found it by myself!
Thanks again
Need help with your own summary tiles? Book an hour with Eric: www.eventbrite.com/e/tableau-expert-office-hours-tickets-42691995909
Ready to take your Tableau skills to the next level? Check out our upcoming classes: www.eventbrite.com/o/onenumber-15678294163
Thanks a lot for sharing your experience. It's very helpful. ^_^
So glad to hear it was helpful, thank you!
Very Nice, thanks! I am at 15:03 time of your video and I am not getting that cursor to drag it up and make it smaller.
If you click in the background of the object, does a gray border appear that you can drag?
this video on layout containers may help: onenumber.biz/blog-1/2023/9/6/tableau-layout-containers-tips-tricks-and-uses
Wow you got to build it from scratch in Tableau, In Power BI its prebuilt and you just drag and drop your measure into it
There are probably some slightly simpler methods but you might lose some of your control over font sizes, etc. so I like to do it this way!
I want to track the change in numbers presented in the summary tiles as the dashboard refreshes each day. From googling I found out metrics can help you do it, but it isn’t giving me a timeline. Have any recommendations?
Hmm, I don't. Tableau isn't really designed to be a data capture/storage tool. I'd look at how you can get those same numbers and run a script that would store them in your database. I think that would be a better option.
Is it possible to change the borders of each tile when you have multiple tiles in a single worksheet? I have one measure that's segmented in three parts by a dimension. I'd like to change the color of the border for each segment. Is that possible without having to create three separate worksheets?
Hey Michael! It took quite a bit of finagling but it is possible! Here's an example I just made and uploaded to Tableau Public. public.tableau.com/app/profile/eric.parker/viz/SummaryTileswithColoredBordersExample/SummaryTileswithColoredBordersExample?publish=yes I don't have time to shoot a video right now explaining the methodology but our videos on Conditional Formatting (studio.czcams.com/users/video4SzAZEsGKNI/edit) and how to highlight an entire row (czcams.com/video/vAuJcRzv4Ow/video.html) should hold some of the clues.
Hi there,
I had a question: how did you create the 3 buttons (Food Sales, LBWNA Sales, Mercantile Sales) on 0:57 min where you can click the button and flip between views? How do you put it together?
I'd really appreciate a video on that.
Thanks!
Hi! If I remember correctly, those are just floating icons. You can download and deconstruct the dashboard here: public.tableau.com/app/profile/eric.parker/viz/DecisiveData-Restaurants-HallakBrewingDashboard/SalesDashboard
@@onenumbertableau Sounds good, thank you so much!
One last question: how did you make little icons on summary tiles format according to the layout of the dashboard (e.g.: the little icons of hamburger, drink, and t-shirt always stay in the upper right corner of the summary tile. Please let me know.
Thanks, I appreciate you!
@@anastasiiaholovchenko9987 You're welcome. It's a fixed size dashboard so they shouldn't move! If you were really committed to an automatic or range size dashboard, you could probably use layout containers creatively to ensure the icons stayed in the correct spot. You can learn more about layout containers here: onenumber.biz/blog-1/2023/9/6/tableau-layout-containers-tips-tricks-and-uses
How to make interactive KPI that changes according to filters in dashboard?
Hey Forest, are you thinking something like this?
czcams.com/video/LlrzEXPH59A/video.html&ab_channel=OneNumber-TableauExperts
Do you happen to have a video that shows how you put together that Northwest Tavern worksheet?
I don't but you can download the workbook and reverse engineer it here! public.tableau.com/app/profile/eric.parker/viz/DecisiveData-Restaurants-HallakBrewingDashboard/SalesDashboard
@@onenumbertableau Thank you!! I'm currently only allowed to download as PDF or image. Are you able to change this?
@@alexhamby4193 Done! Sorry about that
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