I am working on a report that is formerly displayed as a web page.
The goal is to design this reporting so that it is familiar looking while providing a way to access the report without being logged into our network. We also want this to display without a bunch of scrolling involved on whatever device the end user wants to view the report with.
The data is pre-calculated in sql using several stored procedures and functions, and all I am looking to do is use Tableau as the frontend to display that data. I have multiple connections and a handful of worksheets made up, and I have it displayed to a dashboard.
So I can do all this and get a result similar to what I am expecting, but the issue is that it isn't very neat. By neat I mean there's little gaps in the tiles an the lines don't add up so that rows are totally straight. Also, with the rightmost columns containing year-to-date totals, I'm finding that as the fiscal year progresses, these turn into scroll bars because they no longer fit the space allotted. That looks messy quickly, being that each 'box' or 'table' of data corresponds to a worksheet...so there are a number of them that will grow with time and offset my rows. Ten + scrollbars on the report isn't going to work.
Ideally, I'd like this data to come out looking like one big uniformly spaced table. I haven't been working with Tableau for more than a few weeks, so I'm trying to learn quickly but produce something useable as I go.
We have a user that has been working with Tableau for nearly a year, who says the way to accomplish this is just stacking and spacing tiles on the dashboard to get the view approximate to what I want.
Is there a better way? Is there a cleaner way? This data is all formatted text. It doesn't make sense as a graph or a visual representation. It is a day by day report of sales data, that basically does a running tally to also report on YTD and prior YTD data.
Attached is a screenshot of the dashboard view so you can see what the data set looks like. You can see the scrollbar issue I am going to have going this route. Can you recommend anything I can try? Thanks in advance!
sample.docx 401.1 KB