Tableau Dashboards | MinAI Learning

🎯 Mục tiêu bài học

TB5 min

Sau bài học này, bạn sẽ:

✅ Build dashboard từ multiple sheets

✅ Tạo Filter Actions và Highlight Actions

✅ Design responsive layouts (Desktop, Tablet, Phone)

✅ Tạo KPI cards, Show/Hide buttons, Navigation

✅ Publish lên Tableau Public và embed

Thời gian: 40 phút | Độ khó: Intermediate | Tool: Tableau Desktop / Public

Task 0

📖 Bảng Thuật Ngữ Quan Trọng

TB5 min

Thuật ngữ	Tiếng Việt	Mô tả
Dashboard	Bảng điều khiển	Nhiều sheets + objects kết hợp
Story	Câu chuyện	Sequence of dashboards cho presentation
Tiled Layout	Bố cục lát gạch	Cố định vị trí, snap to grid
Floating Layout	Bố cục nổi	Tự do vị trí, overlay
Filter Action	Hành động lọc	Click chart A → filter chart B
Highlight Action	Hành động highlight	Hover → dim non-related data
URL Action	Hành động URL	Click → open external link
Viz in Tooltip	Biểu đồ trong tooltip	Mini chart khi hover
Device Layout	Bố cục thiết bị	Responsive cho tablet/phone
Show/Hide Button	Nút hiện/ẩn	Toggle panel visibility

Checkpoint

Dashboard = multi-sheet view. Filter Action = click → filter. Highlight Action = hover → dim. Viz in Tooltip = mini chart on hover. Tiled = fixed, Floating = free!

Task 1

🏗️ 1. Dashboard Basics

TB5 min

1.1 Tạo Dashboard

Ví dụ

11. Click tab "New Dashboard" (bên cạnh sheet tabs)
22. Set Size:
3   - Fixed: 1200 x 800 (desktop)
4   - Automatic: responsive
5   - Range: min-max khi embed
63. Drag sheets từ panel trái vào canvas

1.2 Dashboard vs Sheet vs Story

Component	Description	Use
Sheet	Một visualization duy nhất	Individual analysis
Dashboard	Nhiều sheets + objects	Combined view
Story	Sequence of dashboards	Presentation

1.3 Layout Containers

Layout Containers

Layout	Đặc điểm	Mô tả
Tiled (mặc định)	Cố định vị trí, snap to grid	Sheet1 · Sheet2 / Sheet3 · Sheet4 — xếp ngay ngắn
Floating	Tự do vị trí, overlay	Sheet2 nổi trên Sheet1 — linh hoạt vị trí

Best practice: Dùng Tiled cho structure chính, Floating cho annotations, logos.

1.4 Container Types

Container	Description
Horizontal	Xếp items ngang
Vertical	Xếp items dọc
Text	Title, subtitle, notes
Image	Logo, icons
Web Page	Embed external URL
Blank	Spacer

Tiled layout cho structure clean — sheets snap vào grid. Floating cho logos, annotations overlay. Combine cả hai cho best results!

Checkpoint

Dashboard = combine sheets. Size: Fixed 1200x800 cho desktop. Tiled = snap to grid, Floating = free position. Containers: Horizontal, Vertical, Text, Image, Blank!

Task 2

🖱️ 2. Interactive Elements

TB5 min

2.1 Filter Actions

Ví dụ

1Dashboard → Actions → Add Action → Filter
2 
3Settings:
4- Source: Sheet "Bar Chart"
5- Target: Sheet "Line Chart", "Table"
6- Run action on: Select
7- Clearing: Show all values

Result: Click bar in bar chart → filter line chart and table.

2.2 Highlight Actions

Ví dụ

1Dashboard → Actions → Add Action → Highlight
2 
3Settings:
4- Source: All sheets
5- Target: All sheets
6- Run action on: Hover

Result: Hover over any element → highlights related data across all charts.

2.3 URL Actions

Ví dụ

1Dashboard → Actions → Add Action → Go to URL
2URL: https://www.google.com/search?q=<Category>
3Run action on: Menu (right-click)

2.4 Quick Filters

Type	Best for
Dropdown	Single selection, many options
Multi-select	Multiple selections
Slider	Numeric ranges
Date range	Time periods
Radio buttons	2-4 options

Filter Actions là king of interactivity! Click 1 chart → filter tất cả charts khác. Set Clearing = Show all values để click lại unhighlight.

Checkpoint

Filter Action: click → filter other sheets. Highlight: hover → dim non-related. URL Action: click → open link. Quick Filters: dropdown, slider, date range, radio buttons!

Task 3

🎨 3. Design & Formatting

TB5 min

3.1 Dashboard Title

Ví dụ

11. Drag "Text" object to top
22. Format: 18-22px, Bold
33. Include: What + When
44. Example: "Sales Performance Dashboard - Q1 2026"

3.2 KPI Cards

Ví dụ

11. New worksheet "KPI - Revenue"
22. Drag SUM(Sales) → Text
33. Format: 24px, Bold, Center
44. Add background color
55. Add to dashboard → resize small

3.3 Color Consistency

Ví dụ

1Dashboard-wide colors:
2- Primary: #1a73e8 (key metrics)
3- Secondary: #5f6368 (supporting)
4- Positive: #34a853 (growth, profit)
5- Negative: #ea4335 (decline, loss)
6- Background: #ffffff or #f8f9fa

3.4 Remove Clutter

Hide sheet titles (đã có dashboard title)
Remove unnecessary axis labels
Align all elements to grid
Consistent padding/margins

Checkpoint

KPI Cards: separate sheet, 24px bold, background color. Colors consistent across dashboard: primary, positive, negative. Remove clutter: hide titles, remove gridlines!

Task 4

⚙️ 4. Advanced Features

TB5 min

4.1 Device Layouts

Ví dụ

1Dashboard → Device Preview:
2- Default (desktop)
3- Tablet
4- Phone
5 
6Cho mỗi device:
71. Click "Add Layout"
82. Rearrange/hide charts cho screen size
93. KPIs + 1-2 key charts cho phone

4.2 Show/Hide Button

Ví dụ

11. Drag sheet vào dashboard
22. Click sheet → More options → Add Show/Hide Button
33. User click button → toggle visibility

Use case: Show/hide detail table, filters panel.

4.3 Navigation Buttons

Multi-page dashboards, drill-down navigation:

Ví dụ

11. Drag "Navigation" object vào dashboard
22. Set destination (another dashboard/sheet)
33. Style button: Text, icon, color

4.4 Viz in Tooltip

Ví dụ

11. Click sheet → Tooltip
22. Insert → Sheets → select mini chart
3→ Hover over data point → show mini chart!

Viz in Tooltip là feature "wow" — hover over 1 bar → hiện mini trend chart bên trong tooltip. Impressive cho presentations!

Checkpoint

Device Layouts = responsive cho tablet/phone. Show/Hide = toggle panels. Navigation = multi-page drill-down. Viz in Tooltip = mini chart on hover!

Task 5

📤 5. Publishing & Sharing

TB5 min

5.1 Tableau Public

Ví dụ

11. Server → Tableau Public → Save to Tableau Public
22. Login với account
33. Choose sheets to include
44. Publish → Get embed URL

5.2 Export Options

Format	Use Case
PDF	Static reports, printing
Image	Presentations, documents
PowerPoint	Meeting slides
Workbook	Share with Tableau users
CSV	Raw data export

5.3 Embed in Website

HTML

1<div class='tableauPlaceholder'>
2  <object class='tableauViz'>
3    <!-- auto-generated by Tableau Public -->
4  </object>
5</div>

Checkpoint

Tableau Public = free hosting cho dashboards. Export: PDF, Image, PPT, Workbook, CSV. Embed code auto-generated khi publish. Bạn đã publish dashboard đầu tiên chưa?

Task 6

🏋️ 6. Hands-on Lab

TB5 min

Lab

Build Sales Performance Dashboard hoàn chỉnh!

Dashboard Components:

KPI Row (top) — Revenue, Profit, Orders, Avg Order Value
Revenue Trend (line) — Monthly with YoY comparison
Top Categories (bar) — Revenue by product category
Regional Map — Sales by region
Detail Table — Filterable order-level data

Interactivity:

Click category bar → filter map + table
Date range filter → controls all charts
Hover → highlight across charts

Task 7

📋 Tổng kết

TB5 min

Kiến thức đã học

Chủ đề	Nội dung chính	Tầm quan trọng
Basics	Dashboard, Tiled/Floating, Containers	Foundation
Interactivity	Filter, Highlight, URL Actions	Core skill
Design	KPI cards, Colors, Remove clutter	Professional
Advanced	Device layouts, Show/Hide, Viz in Tooltip	Premium
Publishing	Tableau Public, Embed, Export	Sharing

Câu hỏi tự kiểm tra

Tiled layout và Floating layout khác nhau thế nào?
Filter Actions hoạt động như thế nào?
Viz in Tooltip dùng để làm gì?
Device layout cần chú ý điều gì?

Bài tiếp theo: Advanced Tableau — LOD Expressions deep dive, Analytics pane, và advanced techniques!

🎉 Tuyệt vời! Bạn đã biết cách tạo Tableau Dashboard chuyên nghiệp!

Nhớ: Dashboard tốt = Filters + Actions + Clean design. Kết hợp Tiled và Floating để có layout đẹp nhất!

Task 8