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Comparative Study of Countries

This document outlines the steps taken to create a comparative study dashboard of different countries using Tableau. It describes 17 steps to connect data sources, create visualizations including maps, KPIs, growth indicators and trend charts, and build an interactive dashboard with filters. The dashboard allows users to view and analyze financial data for different countries over time.

Uploaded by

Niraj Mishra
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
151 views

Comparative Study of Countries

This document outlines the steps taken to create a comparative study dashboard of different countries using Tableau. It describes 17 steps to connect data sources, create visualizations including maps, KPIs, growth indicators and trend charts, and build an interactive dashboard with filters. The dashboard allows users to view and analyze financial data for different countries over time.

Uploaded by

Niraj Mishra
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Comparative Study of Countries

-By Niraj Mishra

Dashboard can be viewed on:


https://public.tableau.com/app/profile/niraj.mishra/viz/ComparativeS
tudyofCountries_16656592969440/Dashboard?publish=yes

This project was performed on Tableau Public 2022.2 and the steps were followed as
per the directions on the assignment.

Steps followed described below:

Step 1: Open Tableau Public 2022.2 (or whichever version available).


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 1 tab  click on Data  Edit Blend Relationships. The common
columns should have blended automatically. If not, go to Custom and add accordingly.
Also check if Insurance Sample Dataset is Primary Data Source and Global Financial
Development Database is Secondary Data Source.
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 a KPI Calculator: Go to new sheet and rename it KPI table.

Step 9: Create 2 Parameters, One for Year Selection and Another Category Selection.
To create a parameter, go to Down key just beside the search bar in the data panel, and
click on Create Parameter. For Year Selection click on Date datatype and for Category
Selection 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 which was created and name it KPI
table and click on Sheet title and insert Category Selection
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 14: 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.

Step 15: Create a Dashboard: Click on Dashboard button.


Go to Size and click Automatic.
Go to Objects and click on Horizontal, Then Vertical as per convenience. Can also
change orientation from Tiles to Floating to adjust accordingly.
Drag Map to sheet and 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.
Step 16: 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 17: After adding all sheets, dashboard looks somewhat like this:

Step 18: Click on Window, then Presentation Mode to view the dashboard in full
screen.

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