Tableau Tutorial -Improved Tables - KPIs, Conditional Formatting, Sparklines (Step-by-Step Tutorial)
We can improve our text tables by incorporating some visual elements like KPIs, conditional formatting for text color and background, and sparklines. This video walks through 5 common strategies, as well as a number of tips and tricks to enhance tables.
This video uses the Sample Superstore data set, and includes a step-by-step end-to-end tutorial to create a table with:
embedded bar graph and KPI
conditionally formatted text color
conditionally formatted background color
sparkline
Sections:
0:00 - Intro
1:12 - Simple Text Table in Tableau
2:10 - What we will create (tutorial goal)
3:35 - Strategy #1: Single Measure with Simple KPI - circle
6:04 - Strategy #1: Single Measure with Simple KPI - up and down arrow
9:22 - Important Tip: Axis and Gantt
13:49 - Strategy #2: Conditional Formatting - Text
17:09 - Strategy #2: Conditional Formatting - Background Color
22:52 - Important Tip: Transparent Color
24:12 - Stratagy #3: Embedded Bar with KPI
27:08 - Strategy #4: Sparkline
29:11 - Strategy #5: Putting it all together
35:04 - Pros and Cons
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