This is quite a lofty goal. In fact, it's virtually impossible to display all of the information needed to make a decision. Therefore, we should strive to display as much information as possible, while still maintain usability and performance. Let's create a simple scenario to discuss a few points. As usual, we will use the Superstore Sales sample data set in Tableau.
You are the US Manager for SuperStore. Your are looking at this dashboard to make sure that your business is profitable. The first sheet you look at it is a map of the US, colored by profit.
|Profit by Sub-Category|
|Profit and Discount by Customer|
- Drag the sheets onto the workbook
- Create the following two actions
|Filter by State|
|Filter by Sub-Category|
The keys to these filters are the "Exclude all values" button and the fields that are being carried over. Notice that State is being carried over in the second filter as well. This means that we had to add State to the level of detail on the "Profit by Sub-Categories" Sheet. Now, we have a usable dashboard with actions. However, we can still do a little more to make it look better.
|Dashboard with Actions|
- Remove the Color Legend. It only maps to one graph and the extremity of the colors is of little importance in this scenario.
- Make sure that all three graphs are set to "Entire View". If you don't know what this means, it's located in a drop-box at the top of the screen. The other options here "Normal", "Fit Width", and "Fit Height."
- Right-click on the word "Category" in the "Profit by Sub-Categories" chart, then Select "Hide Field Labels for Rows." The manager knows that "Furniture" is a "Category", we don't need to waste space to tell him that.
|Dashboard with Complete Formatting|