Preparation time : 20 minutes
Level of difficulty: Intermediate
Objective: Create a story in Tableau Desktop
Dashboards and data visualizations allow you to synthesize complex data, but how do you give a common thread to your analyses? Stories in Tableau Desktop are a powerful tool for presenting your data sequentially, taking your audience step-by-step through the key points of your results. Here's how you can use stories in Tableau Desktop to reinforce your message.
What is a story in Tableau?
A story is a series of sheets or dashboards organized in a way that creates a visual narrative. It helps to illustrate a particular point, explore different analysis perspectives, or present hypothetical scenarios. Each point in your story is called a slide, and you can include different charts or visualizations to suit your needs.
Why use Stories in Tableau?
- Clarifying a Complex Message : With logically organized slides, you can tell a linear story and captivate your audience.
- Focus attention : Each slide can show a different facet of the data, focusing attention on specific aspects.
- Compare Scenarios : You can illustrate various scenarios or hypotheses using the same visualizations, with different filters or parameters.
Data required
- 1 data set, such as the accelerator Hypermarket offered by Tableau Desktop,
- Several sheets and dashboards (previously prepared).
Instructions
Step 1: Preparing the story
- Click on New story.
- In your work area, choose the size of your story ,
- Drag a sheet Or a scorecard already prepared,
- Add a titre to the story if you want to, if not Uncheck “Show title”,
- Choose the browser type by going to the tab Layout,
- Select Subtitle areas and add a Slide title.
Step 2: Build your story
- Adjust a slide by clicking Empty in the box”New plan of the report”,
- Add a Slide title and slide a sheet Or a scorecard already prepared,
- Add annotations,
- Go on reading mode.
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Tips
- Too many slides can drown out your message. Focus on the key points and let the data speak for itself.
- As in a good presentation, each slide should have its own identity. Use harmonious colors and a clear design to make each point stand out.
- Share your story with a colleague or end user. You will get valuable feedback to check the clarity of the message and the fluidity of the sequences. It's a crucial step in turning your story into a powerful tool.
- Annotations can direct attention to specific points in your data. Use them strategically so your audience immediately understands the core message of each slide.
