Can you format the dashboard?

This week’s #WOW2022 challenge was focused on dashboard layout, specifically the use of containers and padding to give your charts room ‘to breathe’ and be aligned beautifully.

This has come at a great time for me, as now I’m spending more time in my role developing business dashboards, I’m trying to find a ‘go to’ style that works for me. I know things will often need to be adapted on a client by client basis, but having a consistent reference point for anything I develop personally, or just want to conceptualize will make my life easier (less decisions to be made). As a result I’m currently spending a lot of time figuring out what padding/background colours etc I want to use for my dashboards.

A note on the data

You may notice that my solution looks a bit different from Luke’s in terms of content. The requirements state to use Superstore v2021.4, but the excel file that ships with Tableau doesn’t actually contain a Manufacturer field which Luke uses. I thought I’d try to use the file linked in the requirements, but (at the time of writing), that actually linked to a 2019.4 version, so the numbers didn’t match up. I therefore chose to use the Superstore v2021.4 excel file I already had on my laptop, and built the table using the Product Name field instead. I think the Superstore.tds file that ships may contain Manufacturer, but I couldn’t see to find that either at the time.

I also chose to use a count distinct function when counting the Order IDs rather than a count, as this seemed more appropriate to me, which is why that KPI differs.

As the focus on the challenge was on the layout, I didn’t think it was necessary to get these points resolved before building my solution.

Building the KPIs

I managed to build the visuals required for the solution using 5 sheets – 1 sheet per KPI ‘card’ and 1 for the table. After I completed my solution, the requirements were updated and suggested 9 sheets were required, essentially 2 per KPI card – the measure and the bar chart. Personally I think having 1 sheet for each KPI is ‘cleaner’ so I left it as is.

In order to build each KPI in a single sheet, I need additional calculations to provide the ‘total’ measure value.

Total Sales

{FIXED: SUM([Sales])}

Count of Orders

COUNTD([Order ID])

Total Orders

{FIXED: [Count of Orders]}

Profit Ratio

SUM([Profit]) / SUM([Sales])

formatted to % with 1 dp

Total Profit Ratio

{FIXED: [Profit Ratio]}

formatted to % with 1 dp

Total Profit

{FIXED : SUM([Profit])}

Then create a bar chart by adding Order Date to Columns and setting to the Month (May) date part (blue discrete pill), and adding Sales to Rows. Add Total Sales to the Detail shelf. Change the mark type to Bar.

Change the Colour to #afaaf3 and reduce the Size. Edit the title of the chart to reference the Total Sales field and format as below with the SALES in 9pt and Total Sales in 15pt.

Modify the Tooltip then remove all gridlines/axis rulers etc, and hide the axis and the month headers.

Rename this sheet as Sales, then duplicate, and create one for Orders by replacing Sales with Count of Orders and Total Sales with Total Orders. You should be able to drop the replacement pill directly on top of the pill being replaced, and everything will update. Update the sheet title to change the word SALES to ORDERS. Rename this sheet Orders, then duplicate again and repeat the process to create the Profit Ratio and Profit sheets.

Building the table

On a new sheet add Product Name (or Manufacturer if you have the right data set) to Rows and add Sales, Profit, Count of Orders and Profit Ratio into the table so you end up with Measure Names on Columns and Measure Values on Text.

Remove all row banding, but add row dividers across each row. Widen each row and the header. Sort by Sales descending.

Change the mark type to Square then add another instance of Measure Values to the Colour shelf. Right click on the Measure Values pill and select Use separate legends.

This will display 4 colour legends, which you need to amend as follows :

Sales Legend

Edit the colour and select Purple sequential. The click on the coloured square at the right end of the range, and change this colour to #675CF3.

Then select the Stepped Colour checkbox and change the value to 8.

Profit Legend

Edit the colour and choose a Diverging colour palette. It doesn’t matter which one. Click on the coloured squares at each end and change them both to white. Set the number of steps to 2.

Count of Orders Legend

Do exactly as described above for the Profit Legend.

Profit Ratio Legend.

Edit the colours and choose a diverging colour palette. Change the colour on the left to #9A1500. Change the colour on the right to #777777. Set the number of steps to 8.

Building the dashboard

Now we have the charts, we need to start building the dashboard, and I’ll see if I can step through my approach to doing it, and if I’ll end up with the right result….

Firstly create a dashboard and set the size to 1100 by 850.

Now a habit I’ve got into when I want to be really precise about the formatting I’m applying (ie I’m building a business dashboard), is I start by adding a floating container to the dashboard, which is set to the exact dimensions of the dashboard. This was a tip I picked up from Curtis Harris here. The main reason for doing this, is that I feel I have more control as I don’t then use any Tiled container type that automatically gets added. If any do appear, I find the objects I want out of them and move them elsewhere, then delete the whole tiled section. In this instance I’m going to start by adding a Vertical floating container, and position it at 0,0 and 1100 wide and 850 high. Use the fields on the Layout pane to set these.

I also get into the habit of renaming the containers, to help me keep track of what is where and whether the objects are in the right place.

The next thing I always do when working with containers, is add a blank object. As we build out, this object will eventually be removed, but it’s a recommended step to help position other objects you add into the containers.

So on the Dashboard tab, change the selection to Tiled and then drag a blank object into the main canvas.

This ‘blank’ is now in the container and the ’tiled’ option means its anchored to that container, which means if you move the container, the objects within will move with it (unlike if the object was floating).

In the item hierarchy, you can see the blank nested in the Base container.

In the item hierarchy, click the Base container, so it is selected on the dashboard (it will be surrounded by a blue frame). Adjust the settings so the background is pale grey, the outer padding is 20px all round, and inner padding is 30px all round.

Add a Horizontal container above the blank object. This is going to be a header section for the title and the export options. Name the container Header in the item hierarchy. Add a blank object into the header container.

Add a Text object into the Header container to the left of the blank object, and enter the text for the title and strapline. I used Tableau Book 16pt bold for the main title and 9pt for the subtitle (there was no instruction for this). Set the outer padding of this text box to 0 all round.

Download the image files Luke provided.

Add a Download object to the right of the blank in the Header container. Edit the button and set to export to an image, use an image button style and select the relevant image.

The image will probably look incredibly large, but don’t worry. First, set the outer padding of this object to be 10 all round.

Then select the Header container and edit the height to be 55px (use the down arrow on the selected object to open the context menu and select Edit Height).

Add further download objects to the right of the existing one (making sure you’re in the Header container) – one to export to PDF and one to PowerPoint. Set the outer padding of the PDF one to 10 all round, and for the PowerPoint one, set the outer padding to 10 for left, top & bottom, but 0 for the right.

Now add another Horizontal container below the Header container and above the blank. Rename this to Main. Set the outer padding of the Main container so that it has 25px at the top. This padding (25) + height of header container (55) + inner padding of Base container (30) gives us the requirement that the height of the grey header to the components needs to be 110px. Add a blank object into the Main container.

You can now remove the blank object that is at the bottom of the Base container – the one underneath the Main container.

Note It’s worth saying at this point, that when I built my solution most of this was all bit trial and error / tweaking this & that to meet all the specific layout requirements Luke states. As I’m rebuilding my original solution as I write, I know what order I want to add objects to the dashboard and what all the settings need to be as I add each object.

The Main container is horizontal as it it will consist of 2 columns; 1 with the KPIs and 1 with the table. However both columns need to contain a Vertical container each. For the KPIs columns, this is to stack each KPI card on top of each other. For the table, this is because we have to add the purple bar on top of the table.

So, add a Vertical container into the Main container, to the right of the blank. Rename this container Table Column. Then add a blank into this container, and underneath that add the Table sheet.

If you look in the item hierarchy, you should see that a Tiled section has been automatically added to the dashboard – boo!! This contains all the colour legends associated to the table, and you can just make out where they are (top right) as they’re behind the floating Base container.

In fact, the Tiled container added actually contains lots of other containers.

We don’t need any of these legends to display or any of the containers that have been added, so remove (right click on the first Tiled container and Remove from Dashboard). You’ll get a warning message but just hit Delete to continue. The section will be removed and your item hierarchy looks nice and clean again πŸ™‚

Now that’s sorted, we can focus back on the Table Column container and the objects within. Select the Blank object in the container. Change the background colour to #675cf3, set the outer padding to 0 all round, then edit the height to be 10 px. Rename the blank object in the item hierarchy to ‘purple bar’.

Now select the table sheet itself. Hide the sheet title. Set the outer padding to 0 all round and set the inner padding to 10 all round. Set the background colour to white. Set the sheet to Fit Width. Don’t worry at this point about the table looking cramped.

Now add another Vertical container into the Main container, this time to the left of the blank. Rename this container KPI Column and add a blank into it. You can now remove the blank that is sitting between the KPI Column container and the Table Column container. This will cause the table to expand.

Edit the width of the KPI Column container to be 300 px.

Now we’re ready to deal with the KPIs.

Each KPI ‘card’ consists of a purple vertical line and the KPI sheet itself. This means we need a horizontal container per card to manage this. WHAT! More containers……. Fun isn’t it πŸ™‚

So add a Horizontal container into the KPI Column container, above the blank object. Name this container Sales KPI. Add a blank object into this container. Then add the Sales sheet into the Sales KPI container to the right of the blank. Hopefully you have something like below…

Select the blank object in the Sales KPI container and set the background colour to #675cf3, and the outer padding to 0 all round and edit the width to be 10 px. Rename this object to ‘purple bar’.

Then select the Sales sheet. Set the background to white, the outer padding to 0 all round and the inner padding to 10 all round.

Now select the Sales KPI container, and set the bottom and right outer padding to be 5px. The top and left should be 0.

Add another horizontal container to the KPI Column container directly below the Sales KPI container. Name this container Orders KPI. Set the outer padding on this container to be left 0, right, top & bottom all 5.

Add a blank object into the Orders KPI container, then add the Orders sheet to the right of this. As before, select the blank object and set the background colour to #675cf3, and the outer padding to 0 all round and edit the width to be 10 px. Rename this object to ‘purple bar’.

Now select the Orders sheet. Set the background to white, the outer padding to 0 all round and the inner padding to 10 all round.

Repeat this process to create the Profit Ratio and Profit sections. When you add the Profit KPI container, set the outer padding for the top and right to 5, and the bottom and left to 0.

Remove the blank object that should now be at the bottom of the KPI Column container. The click on the KPI Column container in the item hierarchy to select it, and use the context menu from the drop down at the top right of the object and Distribute Contents Evenly.

The final tweak to make is to add some left padding to the Table Column container. Select the container and set the left padding to 5 and the rest to 0.

And that should hopefully be it, and meet all the requirements. My full item hierarchy is visible below.

Granted there are more containers than Luke suggests, but hopefully you can see how it’s organised and much more maintainable.

Containers can be tricky beasts, but if you work methodically with them, they become easier to use. In summary, the steps I try to follow are

  • Start with a floating container sized accordingly, and add ’tiled’ (ie not floating) objects into that
  • Always add a blank object into any container you add. Add required objects, then remove the blank if no longer required.
  • Rename containers as you go.
  • Deal with any Tiled containers as they appear – if you need a legend/filter that gets added in it, select that object via the item hierarchy and move it to where you want it to be, then delete the complete tiled container.

My published solution can be viewed here.

It’s Tableau Conference next week, and I’m actually going to be attending in person for the very first time (I’m super super excited!). I’m not sure when next week’s challenge will actually land or when I’ll actually get a chance to complete, let alone blog. I might have to end up playing catch, so I apologise in advance for those who can’t attend and may be waiting for my guide to help them out. It will get published… I just don’t know when!

Happy vizzin’!

Donna

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