Tableau Tutorial -Improved Tables - KPIs, Conditional Formatting, Sparklines (Step-by-Step Tutorial)

We can improve our text tables by incorporating some visual elements like KPIs, conditional formatting for text color and background, and sparklines. This video walks through 5 common strategies, as well as a number of tips and tricks to enhance tables.

This video uses the Sample Superstore data set, and includes a step-by-step end-to-end tutorial to create a table with:
- embedded bar graph and KPI
- conditionally formatted text color
- conditionally formatted background color
- sparkline

Sections:
0:00 - Intro
1:12 - Simple Text Table in Tableau
2:10 - What we will create (tutorial goal)
3:35 - Strategy #1: Single Measure with Simple KPI - circle
6:04 - Strategy #1: Single Measure with Simple KPI - up and down arrow
9:22 - Important Tip: Axis and Gantt
13:49 - Strategy #2: Conditional Formatting - Text
17:09 - Strategy #2: Conditional Formatting - Background Color
22:52 - Important Tip: Transparent Color
24:12 - Stratagy #3: Embedded Bar with KPI
27:08 - Strategy #4: Sparkline
29:11 - Strategy #5: Putting it all together
35:04 - Pros and Cons

Related Videos:

Basic Calculations - Comprehensive Tutorial

Parameters - Comprehensive Introduction with 10 use cases

Dynamic Up and Down Arrows

Dashboard Tips and Tricks (layout containers)

Dealing with NULL values

Blue vs Green, Discete vs Continuous

15 + 1 Common Tableau Charts

Useful Tableau Shortcuts

Dual Axis Chart (Tip #9)

Formatting Worksheets

Thumbnail Icon/Image Credit

[joel]

The video is wonderfully clear and easy-to-understand, and I really appreciate the effort you put in to explain it accurately and comprehensively. Cheers.

[aasuntory]

Started learning Tableau a few weeks ago, watched countless hours of training videos on youtube and read countless tutorials and I can confidently say that when it comes to Tableau, your videos are by far the best, easily. Thank you for the great content!

[thankyouthankyou]

the best tableau tutorial channel i have ever

[timpanister]

I am relatively new to Tableau. On one hand, the manipulation to set up the final "summary" table seems at first an enormous and daunting effort. But the creativity is impressive!

[anshikamaheshwari]

I think your videos are THE BEST for tableau. Any trick, concept can be understood here. Thankyou Ma'am

[Sagar_A_Kamble]

Huge respect for you mam👏 You are doing a wonderful job and it really helps us in our daily work. You are fantastic 👍 Thank You Guru 😊😊

[derekbelyea]

Another thorough treatment of a complex feature set. Great job.

[phuong]

I sat the just launched Tableau Certified DA exam by watching your tutorials and felt great. I find myself keep going back to learn from this amazing channel. Your channel deserves more people to know. Thank you so much Donabel!!!

[pradeepp]

Hi Belle thanks for the good tips and techniques, I am myself a tableau developer working for a big firm, One thing which I observed in most of the other tutorial channels is that they only start and end with beginner level information, which is not sufficient to excel with real time scenarios, You are doing doing a right thing by teaching us some advance concepts which is really helpful for me as an experience folk (eg: Trellis chart), My request is Please can you touch upon 1). Performance tuning and optimization 2). Data scaffolding 3). advance tricks and techniques 4). Advanced charts ( eg : sanky, sunburst) 5). SSO integration and data security based on user. I am really amazed to see your approach with crisp and clear explanation. I wonder how much preparation you go through before making an actual video Keep up the good work !!!

[ezhankhan]

Best Tableau Tutorial Channel on YouTube - thank you! :)

[jameslucas]

I've been watching your video for 2 weeks now, and already I've made an impact at work. Thank you so much for taking the time to produce such excellent content.

[ahabweandrew]

You are one of the kinds and even though these videos aren't having million views. Their quality is priceless.
Thank you so much for sharing your knowledge with us all .

My humble request is the video of how you learnt and all this complicated stuff in Tableau ☺

[gerthaljr]

You`re AWSOME! I learn a lot with your videos, and your explain is so easy. Thank you for your time

[virajphadnis]

Appreciate the nice and simple way of explaining the every aspect for creating such good visuals which keeps our interest alive. Thanks a lot and waiting for many more wonderful tutorials in future.

[kinnaripandya]

This is really awesome. I was looking for this from so long. The only edit I would suggest is keeping the header at top by using dual axis option. Tableau sometimes really complicate simple things

[swapnaakanamarla]

Huge respect!!Outstanding videos.learning a lot from you.please keep posting more

[claraliu]

You are really good at what you are doing! I have used the Tableau for sometime but still learned "why" clearly from your elaboration. Excellent work, keep it on!!!

[gohan]

No one can teach Tableau better than you do.

[vasubabus]

Excellent scenarios you have explained. Some times your videos are life savers ☺️. Please keep sharing knowledge. Many Thanks.

[pardhasaradhik]

giving knowledge is giving food to life time