In our presentations, we often populate a single dashboard with an array of charts and figures. This means we must tweak and tune the entire dashboard to highlight and discuss the details we’re focusing on. To streamline this process, increase the efficiency of our presentations, and provide clarity to our audience, we might consider adopting the dynamic dashboard design illustrated in the GIF above. In the following sections, I’ll guide you through how we can achieve this, one step at a time.

Step 1: Crafting Worksheets

At its core, this dynamic dashboard comprises three separate sheets: one each for the number of distinct products, the number of orders, and a standalone bar chart. The challenging aspect here is incorporating two different dimensions into a single bar chart. So, what’s our initial step? Naturally, it’s defining our parameters!

It’s worth noting that we need to include an additional option – ‘None’ – which will be crucial for creating dashboard actions down the line. Subsequently, we construct a calculated field that links our parameter with the bar chart. Ultimately, we can harness our parameter to manipulate the bar chart, as depicted in the image below.

 

Step2: Create a dashboard

Our goal is to use the numbers of products and orders to drive the behavior of the bar chart. Hence, we’ll create two containers. The first container will house the figures for the number of products and orders, while the second one will be designated for the bar chart.

Step 3: Designing Actions for the Dashboard

Our aim is to seamlessly connect these three sheets. To do so, I’ll introduce you to a nifty feature that’s truly transformative for dashboard design.

We then employ the ‘Dashboard Actions’ feature to construct two parameter actions. These parameter actions leverage the dashboard itself, eliminating the need for separate buttons or filters to switch between different dimensions.

Finally, we can design the dynamic, zooming dashboard I initially introduced. If you’re curious to delve into more details regarding this dashboard, feel free to visit my Tableau Public page.

Flory Hou
Author: Flory Hou