How to Build a Tableau Dashboard and Story

By the end of this guide you will have a published Tableau dashboard and a three-point story, built on a real dataset. It lives on a public URL you can put in an application. You build four small sheets. Each one makes exactly one point. You arrange them on a single screen, then walk a reader through them in three steps that end with a recommendation. Every step says what to click and what you should see afterwards. Four small sheets, rather than a wall of charts, because a dashboard has to argue for something. A screen holding everything you could build leaves the reader to work out what matters. Most readers will not do that work. Dashboard vs Story, in one line. A dashboard puts several charts on one screen so someone can explore. A story is a sequence of views with captions, clicked through in order, so someone is walked to a conclusion. Build both: the dashboard is what a hiring manager glances at, the story is what proves you can think. The original carries a diagram here. In words: Four separate worksheets stack on the left: a big single number, a set of vertical bars, a set of horizontal bars, and a scatter of circles. An arrow points right to one dashboard panel that holds all four of them arranged on a single screen: the number across the top, the two bar charts side by side in the middle, the scatter along the bottom. A second arrow points right to three story cards numbered one, two and three, each showing one of those views with a caption line above it. The worked example. Every instruction below is written against a real, free dataset: the Telco Customer Churn file on Kaggle, 7,043 customers, one row each. A finished analysis of it, including the Python script that shapes the data, is public at telco-churn-analysis . Swap in your own dataset and the steps do not change, only the field names do. Step 1: Shape the data before you open Tableau Tableau is a display layer. Deriving something inside it takes longer than deriving it upstream in SQL, Python or