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Create a Dashboard in Tableau

Last Updated : 20 Mar, 2026

A dashboard in Tableau is a collection of multiple visualizations in a single view. It allows users to compare and analyze different aspects of data without switching between worksheets. To understand its use more clearly:

  • Multiple Visuals : Combines different charts in one place
  • Interactive : Filters and parameters update all visuals together
  • Better Analysis : Helps compare data easily
  • Business Use : Used to track KPIs, performance and trends

Steps to Create a Dashboard

Let's see the steps to create a dashboard:

Step 1: Open Tableau Desktop / Public

Launch Tableau and we will land on the Start Page.

๐Ÿ‘ Screenshot-2025-07-23-131229
Data Sources

Step 2: Locate the Connect Menu

  • On the left-hand panel, we can see various data sources to connect.
  • We can see options and Sample Workbooks too which can be used to access the inbuilt data sources.
  • Tableau comes with preloaded datasets that can be directly used.

Step 3: Choose Database

Here we will be using inbuilt data source for illustration,

  • Select a dataset like Sample: Superstore, World Indicators or others (depending on our Tableau version).
  • Click to open โ†’ Tableau will automatically load the data into the workbook.

Step 4: Open a Worksheet

  • Click Sheet 1 to start building a visualization.
๐Ÿ‘ Screenshot-2025-09-10-113825
Sheet
  • On the left side, weโ€™ll see dataset attributes (dimensions & measures) that we can use to create views.
๐Ÿ‘ Screenshot-2025-09-10-114043
Attributes

Step 5: Create Sheet 1 of Profit by Category

  • Drag Category and Sub-Category to Rows and Profit to Columns.
  • From the Show Me panel, choose a suitable visualization (e.g., bar chart).
  • Drag Profit to Color for better representation.
๐Ÿ‘ sheet-1-1024
Sheet 1

Step 6: Create Sheet 2 of Profit by State

  • Drag State and Country to the view.
  • Place Longitude on Columns and Latitude on Rows to create a map.
  • Add Profit to Color.
  • Tableau will generate a map visualization.
๐Ÿ‘ sheet-II
Sheet 2

Step 7: Create Sheet 3 of Profit by Product Name

  • Drag Product Name to Rows and Profit & Quantity to Columns.
  • From Show Me, pick a visualization (e.g., bar chart or tree map).
  • Use Color for additional insights.
๐Ÿ‘ sheetIII
Sheet 3

Step 8: Build the Dashboard

Click the Dashboard tab at the bottom or "New Dashboard" from the dashboard menu.

  • Drag and drop all three sheets into the dashboard area.
  • Adjust the layout according to our needs.
  • Add filters to make the dashboard interactive (e.g., filter by category or region).
  • We can also add text objects, images and highlight actions to make it more user-friendly.
๐Ÿ‘ dash1
Dashboard
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