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Comparative Study of Countries

This document provides step-by-step instructions for creating a dashboard in Tableau to analyze and visualize financial data from two Excel files. The dashboard includes a map showing financial data by country, KPIs for selected metrics over time, an indicator of growth rates, and an interactive trend chart. Parameters allow filtering the data by year and category. Calculated fields are used to select categories and calculate growth percentages. Actions link the various visualizations so filtering in one updates the others.

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334 views7 pages

Comparative Study of Countries

This document provides step-by-step instructions for creating a dashboard in Tableau to analyze and visualize financial data from two Excel files. The dashboard includes a map showing financial data by country, KPIs for selected metrics over time, an indicator of growth rates, and an interactive trend chart. Parameters allow filtering the data by year and category. Calculated fields are used to select categories and calculate growth percentages. Actions link the various visualizations so filtering in one updates the others.

Uploaded by

Fjjsjvk Kdkcjv
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Comparative Study of Countries

By Ankita Das

Step 1: Open Tableau 10.x


Step 2: On the home page, under Connect, under to a file, click Excel.
Step 3: Browse and connect to the Global Financial Development Database -
Jul2018 Excel file.
Step 4: Drag and drop Data July 2018 tables to the canvas area.
Step 5: Click on Add button to connect Insurance Sample Dataset Excel file.

Step 6: Go to Sheet one and rename it as MAP.

STEP 7: To Create a MAP, drag Country from Insurance Sample Dataset and put
on Detail Mark card and then go to automatic and click map. Then drag Income from
Global Financial Development Database to filer and select all and click on show
filter. Drag Income to Colour Mark Card and Country Code to text Mark card.
Step 8: Create 2 Parameters , One for Select Year and Another Select Category.
Step 9: To create Parameter go to Down key below Filter button in Data panel , And
click on Create Parameter. For Year parameter click on Date datatype and for Select
Category Click on String Data type.

Step 10: Create Calculated Field: To Select


Category, Categorial CY(Current year) and Categorial PY(Previous Year),Growth %.
Click on Analysis Pane , and then Calculated Field and do calculations for the
following.
Select Category is for : to Select Category Parameter
Categorial CY: Selected Period Value
Categorial PY : Comparison Period Value
Growth : For Growth %

Step 11: Create a KPI Calculator: Go to new sheet and rename it KPI table and click
on Sheet title and insert Select Category
Click on Parameters and Show Parameter.
Drag Measure Names to Row and filter it to Categorical CY , Categorial PY , Growth.
And Measure Values to Text Mark card

Step 12: To create a growth indicator:


Create 2 Calculated Field: Growth Colour and Growth Indicator:
Step 13: Growth Indicator Visualization : Go to New Sheet and rename it Growth
Indicator
Click on Parameters and Show Parameter.
Drag Growth Colour to Colour and Growth Indicator To text.

Step 12: To Create Trend Chart: Go to New sheet and rename it Trend Chart.
Click on Parameters and Show Parameter.
Drag Year to Columns and Select Category Measure to Rows.
Year to Pages [To make a Motion Chart] and click on Show history and Trails.
Step 14: Create a Dashboard: Click on Dashboard button .
Go to Size and click Automatic.
Go to Objects and click on Horizontal, Then Vertical , and then Horizontal, Drag Map
to sheet , From Objects drag web Page to sheet.
Then Go to Dashboard , Click Action -> add action -> go to URL -> edit action->
Source sheet -> Map and Run action -> Select
And add URL in URL bar.

Go to Object , the drag Horizontal Tab again.


Click on Floating -> add KPI sheet, Growth Indicator sheet and Trend Chart sheet and
rearrange it.
Then click on Select Income Filter -> More options -> Apply to Worksheets ->
Selected worksheet -> click on All on Dashboard.

Then click on Dashboard -> click on actions -> add action -> filter-> edit filter ->
source sheet -> KPI table
Target sheet-> All except KPI table
Run on action -> Click on Select.
Step 15: Dashboard ready to slideshow.

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