Tracking item status and completion on Tableau

With our next recommended course we dig a little deeper into what we can do with Tableau and introduce you to using a date scaffolding technique to be able to report on the progress of items as they move through different categories.

Alongside this we show you how you can build a tiled dashboard in Tableau and share with you techniques for creating rounded rectangle tiles and using a pre-formatted dashboard template to save time and effort.

View Course

What will you learn?

In this course we show you how to use date scaffolding and level of detail calculations to show when items moved into and out of given categories, how many items were in a given category within any time period and how long items are taking to move through each category.

During the course you'll be taken step by step through building a beautiful and modern dashboard as well as:

• How to create a tile design dashboard in Tableau

• Effective use of icons and imagery in your dashboards

• How to review and understand a data structure

• How to use relationship calculations in data joins

• How to use flags to dynamically filter out data

• How to use a pre-formatted dashboard and worksheet template file

• Building sparkline charts to illustrate week to week trends

• Using custom colours and shades and a consistent colour palette

• Creating Viz in Tooltips to display additional charts when you hover over another chart

Why take this course?

Date scaffolding is a technique that can be used in a variety of cases including reporting on:

• Progress of sales deals and opportunities

• How quickly customer support issues and requests are being picked up and dealt with

• The effectiveness of your agile software development processes

• Customer order fulfilment

• Customer complaints

Being able to understand how these are performing can offer great benefits to your organisation in many areas such as improving customer service, growing sales and ensuring your organisation is running efficiently.

The techniques we’ll show you can then be applied to your own individual requirements and save you time and effort in manually creating the data and reports to be able to track these types of things.

The course will also provide you with a ready to use tiled dashboard template which can also be used beyond this type of reporting and the pre-formatted dashboards and worksheets will save you from having to recreate these for each report you need to build.

Ready to learn?

Tableau Academy members get full access to this and our entire catalogue of online Tableau courses, to find out more about this course and sign up click the button below.

Take This Course Now

We’ll be back soon with another recommended Tableau Academy course for you, if you can’t wait until then you can check out our entire catalogue of courses which is available from as little as $12 (£10) a month below:

View All Tableau Academy Courses

Thanks,

Alan @ The Tableau Academy