Hi again. In the previous lesson, we made the last of our charts for the week. In this lesson, it's time to bring it all together into an interactive dashboard. After this lesson, you'll be able to create a dashboard with simple interactions. So let's go. Now, lets go about creating a new dashboard using the new dashboard button at the bottom of the screen all the way to the right of your worksheet tabs. The tab will automatically pick the size for us. But I want to make this a bit bigger because it's just easier to work with more real estate when you're getting started. On the dashboard tab on the left side menu, select the size drop down then click the dropdown that says range and change to fix size. Now click where it says Custom and pick a size that you like. I'm going pick legal landscape because my screen is very wide and not very tall. If you have your Tableau window expanded to the full size of your computer monitor and it still doesn't fit the whole dashboard on screen for you, i.e you have scroll bars on the right and or the bottom of the screen, go ahead and select a smaller size so that you can see the whole area that says drop sheets here without scroll bars. Arranging objects on the dashboard can get a little tricky. That's only made more difficult if you can't see the whole thing. So now that we have a decent size, let's start dragging our sheets onto the view. Watch what I do and follow along. Feel free to stop the video and rewind if you need to. In general, people in the Western world read from left to right, from top to bottom. So that's how we're going to organize our dashboard with the most important things in the upper left and the least important things towards the lower right. That's also how the interaction pattern will work when we set that up. For now, it's going to look like jumbled mess. But sometimes you have to make things worse before you can make the better. Let's add a title really quickly before we get ahead of ourselves. I like to add a fresh text box, rather than using the default title box, because the text box gives us more arranging flexibility later on. I'll make it nice and big so we can see it and then click Okay. Now we'll make it smaller because we don't need it that big. Let's also format the worksheet titles to be a bit smaller, say 12-point font, by going to format workbook and then selecting the worksheet titles and changing to 12 point. While we're in this menu, let's turn off the grid lines, get rid of that chart junk. Close the format workbook menu, and let's get back to decluttering. Let's get rid of the container with the legend for now. We'll add it back later, but right now it's taking up valuable space. Next, let's start hiding the axis labels. We don't need these number of records everywhere. All you have to do is double-click on the axis and remove or change the text if you really want it there. But I like just removing it. We can get rid of this date here and that one. We can get rid of that one. Just right-click, hide, right-click, hide. We can also, trust me on this one, right-click on this borough and uncheck Show Header. Then we can hide this one. All right. It's shaping up a bit, but it's still just a mess of charts. Dashboards like this are okay, but Tableau really shines when you start adding real interactivity. Our incidents by borough is going to be the first thing people see when they open your dashboard. Go to Dashboard Actions and then Add a filter action. This will be the source sheet, the incidents by borough. So let's check everything and then we check incidents by borough, and then the target sheet will be everything but incidents by borough. So we're saying that we're going to use what we do in the incidents by borough sheet to affect all of the other, the target sheets. We want this to run on click not on a menu. So we say 'run action on select'. We'll do a neat trick here to make the dashboard less overwhelming when you first open it and say that clearing this selection will exclude all values, meaning that the target sheets will disappear. Give it a nice name, we'll call it borough then click Okay, and then Okay again to back out of the actions dialog box. Let's see this baby in action. Click on the borough of Westminster all the way at the top of your incidents by borough sheet, it really filtered everything. Now click the bar again or click outside of it on that sheet. Either way, the selection is cleared and sure enough, the data and the other sheets disappears. We're left with the titles, but that's okay for now. So now that we've removed so much, we need to tell people how to find the data again. So, double-click on your title box, then add a line below the title with a little instructive text to tell people what to do when they open your dashboard. Make it smaller. I like to italicize mine, but you don't have to, then resize the title box if you need to. When you're clicking around on the different boroughs, you'll notice that the data on the other sheets is changing. What is ticking out to me the most right now is that incidents by borough and type never takes up the full height we've given it. So I want to spread it out and then make it a little smaller since we can. This gives our seasonality chart and the incidence by route chart a bit more room to breathe. Make this fit entire view, will make this guy a little smaller too. Since we're single selecting boroughs, we hid the borough header on the borough and type chart, told you it would be okay. So since our incidents over time chart was so small, I'm going to hide the months on the X-axis by unchecking the show header and making that little there. Finally, one more item of cleanup that I can't in good conscience, let you get away without doing. Let's remove those border line on the top middle and top right graphs. If you right-click anywhere in the view that's not a data mark. You can click Format and then go to the Borders menu. Get rid of all those borders you see there, then do the same thing for the other sheet. Don't know about you, but I feel much better, that's it. You've made bar charts, line charts, and even a treemap, and you put them all onto an interactive dashboard. I feel compelled to say that this dashboard is not going to get you any awards, but it will be a good way to get the conversation going between you and the bus executives. They can dig into the most problematic areas and routes now, which they wouldn't have been able to do without your help. Go on and give yourself a pat on the back.
