Dashboard and Story Creation (Lab 9)

One Dataset in 5 Visuals with Tableau

Data Visualization and Design | CUNY Graduate Center | Summer 2019

This tutorial is adapted from one written by Erin Waldron of Data Dozen


  • Make clear and well reasoned design decisions
  • Decide when to use interaction to enhance your project
  • Control the look and feel of your dashboard


This Tableau workbook that uses this dataset



2 Dashboards for 2 questions

The first dashboard will answer general questions, the second will drill down into just one name.

  1. Duplicate the Female baby names Treemap and change Female to Male.
  2. Create a new dashboard
  3. Select Floating rather than Grid
  4. Drag the Scatterplot and 2 treemaps and arrange them accordingly
  5. Add text boxes and a title

The Second Dashboard

  1. Return to Data Source to Create Alias (link) on the Sex Column – name F Female & M Male
  2. Edit the Tooltips on both the line chart and bar chart
  3. Set up the search bar
  4. Return to Line Chart & Create Parameter
  5. Right-click in the Data window and then select Create Parameter.
  6. In the Create Parameter dialog box:
  7. Name the parameter. In the example workbook, the parameter is named Search Names.
  8. For Data Type, select String.
  9. For Current value, type Devon.
  10. For Allowable values, select All.
  11. Right-click the parameter and then select Show Parameter Control.
  12. Create the Calculated Field
  13. Select Analysis > Create Calculated Field
  14. In the Calculated Field dialog box that opens, name the calculated field ‘CALC: Dynamic Name’
  15. Enter the following formula: CONTAINS([Name],[Search Names]
  16. Right-click the parameter and then select Show Parameter Control.
  17. Add this parameter next to SUM(Occurrences)
  18. Repeat for the bar chart

Make a new Story

  1. Drag the first dashboard to the first pane of the story
  2. Drag the second dashboard to the second pane
  3. Give the viewer instructions on how to read each pane.