Tableau - Can of Paint Prototype

From Template

Superstore Dashboard

Interactive Fiscal Calendar

Telecommunications Analytics

Profitability & Shipping KPIs

Customer Satisfaction

Sales Commission Model

TABLEAU INSIGHTS

Trend

+12%

Revenue vs prior period

Sample - Superstore

West region drove 63% of the increase

Target Gap

-28%

Central region vs target

Sales Commission

Largest gap of any region, 6 weeks left in Q4

New Trend

+34%

New customer acquisition

Sample - Superstore

Technology segment leading with 52 new accounts

Unusually High

+18%

Shipping delays MoM

Sample - Superstore

Same-day ship mode most affected, avg 2.3 days late

Top Contributors

41%

Top 5 products share of profit

Sample - Superstore

Concentration increased from 33% last quarter

Trend

82%

Customer retention rate

CRM Dashboard

Steady with slight uptick in Consumer segment

New Trend

3.2x

Campaign ROI

Marketing Analytics

Q4 digital campaigns outperforming Q3 by 40%

Trend

$1.4M

Inventory cost savings

Supply Chain

JIT optimization reduced carrying costs 22%

↻ Recents

Open a Workbook

Superstore Dashboard

Telecommunications Analytics

Customer Satisfaction

United States Census

Profitability & Shipping KPIs

Alliance Overview

☆ Favorites

Interactive Fiscal Calendar

Sales Commission Model

Tale of 100 Entrepreneurs

Superstore Dashboard

United States Census

Telecommunications Analytics

Quickstart

Templates

Jumpstart your analysis with pre-built Accelerators

Sales Cloud Analysis

Executive Summary

Segmentation & Customer Insights

East Sales Region Quarterly Report

Samples

Explore what Tableau can do!

Tableau 101

Super Store

World Indicators

Welcome to Tableau

Tableau 101

New to Tableau? Start here. This interactive workbook walks you through the fundamentals — connecting to data, building visualizations, and creating dashboards. Perfect for first-time users or anyone who wants a quick refresher on the basics.

Open Tableau 101

Templates

Jumpstart your analysis with pre-built Accelerators

Sales Cloud AnalysisTemplate • Accelerator

Executive SummaryTemplate • Accelerator

Customer InsightsTemplate • Accelerator

East Sales Region QuarterlyTemplate • Accelerator

Samples

Explore what Tableau can do!

Tableau 101Sample • Tutorial

Super StoreSample • Dataset

World IndicatorsSample • Dataset

Suggested files

Superstore DashboardYou opened • Jun 8

Telecom AnalyticsYou opened • Jun 5

Interactive Fiscal CalendarYou opened • May 28

Profitability & Shipping KPIsYou opened • May 22

Customer SatisfactionYou modified • May 15

Sales Commission ModelYou modified • May 10

United States CensusYou opened • May 8

Tale of 100 EntrepreneursYou opened • Apr 30

Insights

Trend

Revenue up 12% vs prior period

West region drove 63% of the increase

Sample - Superstore

Target Gap

Central region 28% below target

Largest gap of any region with 6 weeks remaining in Q4

Sales Commission

New Trend

New customer acquisition up 34%

Technology segment leading with 52 new accounts this quarter

Sample - Superstore

Unusually High

Shipping delays increased 18% MoM

Same-day ship mode most affected, averaging 2.3 days late

Sample - Superstore

Top Contributors

Top 5 products account for 41% of profit

Concentration increased from 33% last quarter

Sample - Superstore

Recents

Telecom AnalyticsOpened • Jun 12

Superstore DashboardModified • Jun 10

Executive SummaryOpened • Jun 9

Profitability & Shipping KPIsOpened • Jun 6

Home AnalyticsModified • Jun 4

Customer SatisfactionOpened • Jun 1

Alliance OverviewOpened • May 28

Interactive Fiscal CalendarOpened • May 22

Insights

Trend

Revenue up 12% vs prior period

West region drove 63% of the increase

Sample - Superstore

Target Gap

Central region 28% below target

Largest gap of any region with 6 weeks remaining in Q4

Sales Commission

New Trend

New customer acquisition up 34%

Technology segment leading with 52 new accounts this quarter

Sample - Superstore

Unusually High

Shipping delays increased 18% MoM

Same-day ship mode most affected, averaging 2.3 days late

Sample - Superstore

Top Contributors

Top 5 products account for 41% of profit

Concentration increased from 33% last quarter

Sample - Superstore

Favorites

Sales Commission ModelWorkbook • mhillsite

Superstore DashboardWorkbook • mhillsite

Tale of 100 EntrepreneursWorkbook • mhillsite

Census AnalysisWorkbook • mhillsite

Executive SummaryWorkbook • mhillsite

Quickstart

Templates

Jumpstart your analysis with pre-built Accelerators

Sales Cloud AnalysisTemplate • Accelerator

Executive SummaryTemplate • Accelerator

Customer InsightsTemplate • Accelerator

East Sales Region QuarterlyTemplate • Accelerator

Samples

Explore what Tableau can do!

Tableau 101Sample • Tutorial

Super StoreSample • Dataset

World IndicatorsSample • Dataset

Conversations

Revenue insight exploration

West region driving 63% of revenue increase...

2 min ago

Q4 sales target analysis

Central region is 28% below target with 6 weeks...

Yesterday, 4:32 PM

Shipping mode comparison

Same-day ship delays up 18% month-over-month...

Yesterday, 11:15 AM

Product profitability deep dive

Top 5 products now account for 41% of profit...

Jun 26, 3:10 PM

Customer segment retention

Retention steady at 82%, Consumer uptick...

Jun 25, 10:45 AM

New customer acquisition trends

Technology segment leading with 52 new accounts...

Jun 24, 2:20 PM

Dashboard layout brainstorm

Created executive summary with KPI cards...

Jun 23, 9:05 AM

Discover

Meet Tableau

Get Started Tour the Tableau Environment Connect and Prepare Data Build Charts and Analyze Data Learn more...

Resources

Get Tableau Prep Tableau Community Forums Tableau Accelerators Blog - Read latest post

Update to 2026.1.2 Now

Quickstart

Templates

Pre-built Accelerators

Sales Cloud

Executive Summary

Customer Insights

Quarterly Report

Samples

Explore what Tableau can do!

Tableau 101

Super Store

World Indicators

Regional Sales

↻ Recents

Superstore Dashboard

Telecom Analytics

Fiscal Calendar

Profitability KPIs

Customer Satisfaction

Sales Commission Model

Census Demographics

Entrepreneurs Overview

Insights

Revenue up 12% vs prior period

West region drove 63% of the increase

Sample - Superstore

Central region 28% below target

Largest gap of any region, 6 weeks left in Q4

Sales Commission

Shipping delays increased 18% MoM

Same-day ship mode most affected

Sample - Superstore

Technology up 34% YoY

Strongest growth across all categories

Sample - Superstore

Customer retention steady at 82%

Slight uptick in Consumer segment

CRM Dashboard

☆ Favorites

Sales Commission Model

Superstore Dashboard

Entrepreneurs

Census Analysis

Executive Summary

Home Analytics

Customer Satisfaction

Recommended

Home Analytics

Executive Summary

Alliance Overview

Telecom Churn Report

Regional Profitability

FY26 Planning

🌐 Discover

Meet Tableau

Get Started Tour the Environment Connect & Prepare Data Build Charts

Resources

Community Forums Tableau Accelerators Blog — Latest Post

Update to 2026.1.2 Now

Add a file to start .csv · .xlsx · .json · or paste a table

SAMPLE DATA

CONNECT

✦ Reading pastel_sales_2023.csv…

✦ pastel_sales_2023.csv — I think this is sales data over about two years.

QUICKSTART

Templates & samples to build from See more

LEARN

Free guided videos — 2–5 min each All training ↗

INSPIRATION

Viz of the Day & community favorites Explore Tableau Public ↗

⬇ Drop to read your data

Default

Phone

Size

Sheets

▦ Performance

▦ Forecast

▦ What If Forecast

▦ Sheet 22

▦ Sheet 23

▦ Sheet 24

Objects

▢ Horizontal Container

▢ Vertical Container

A Text

⚙ Extension

▦ Pulse Metric

▢ Data Story

▢ Image

▢ Blank

⚙ Workflow

◉ Web Page

Show dashboard title

Tableau Agent

You're about to use Tableau Agent

Tableau Agent is a conversational AI assistant to help you explore and analyze your data. Describe your task or ask a question and let Tableau Agent create a viz for you.

Generative AI can produce inaccurate or harmful responses. Review output for accuracy and safety. You assume responsibility for how AI is applied to your organization.

Learn more

Model

Working folder

Claude reads and writes files in this folder.

Available 3

Suggested Skills

100%

2:34 PM Added "Sales by Region" chart

1:12 PM Updated color palette to accessible scheme

11:45 AM Connected to Sales_Q4 data source

10:20 AM Created workbook from blank

Yesterday

4:50 PM Published to Production site

3:30 PM Shared with Marketing team

2:15 PM Added KPI summary row

11:00 AM Replaced "Profit vs. Discount" scatter

Jun 1

5:10 PM Tableau Agent suggested trend line

3:45 PM Imported executive template

Palette Check

Analyze your dashboard colors for accessibility compliance.

Simulation

Deuteranopia

Protanopia

Tritanopia

Contrast Ratio

All text passes WCAG AA (4.5:1)

Row-Level Security

12 policies active across 3 data sources

Permissions Audit

View permissions matrix

Export access report

Flag unused accounts

Data Masking

PII columns masked: 4 of 4

Templates

Executive Summary

Social Media Card

Report Cover

Icon Library

1,240 icons available

Browse icons

Custom Shapes

Upload shape set

Column Stats

42 columns profiled across 3 tables

Data Quality

Null values: 2.1%

Duplicates: 0.3%

Outliers: 14 detected

Distribution

Show histograms

Correlation matrix

Policy Status

✓ Data retention: Compliant

✓ GDPR fields: Tagged

⚠ SOC 2 audit: Due in 14 days

Lineage

View data lineage graph

Export compliance report

Connected Catalogs

Alation — Synced 2h ago

Collibra — Synced 6h ago

Field Descriptions

38 of 42 fields have catalog descriptions

Auto-fill missing descriptions

Active Annotations

📌 Q3 revenue spike — @Sarah

📌 APAC data delayed — @Ops

📌 Discount policy change — @Finance

Add Annotation

Point annotation

Range annotation

Reference line

‹

☐ Sales Commission
☐ Sales Target
☐ Sample - Superstore

▦ ▽

Tables

Abc Category

📅 Order Date

Abc Segment

Abc Measure Names

# Sales Target

# Sales Target (Count)

Abc Measure Values

Parameters

# Base Salary

# Churn Rate

# Commission Rate

# New Business Growth

# New Quota

Abc Sort by

Filters

Marks

⊞

Color

Size

Text

Detail

Tooltip

Columns

Rows

Sheet 1

Insights

Trend

+12%

Revenue vs prior period

Sample - Superstore

West region drove 63% of the increase

Target Gap

-28%

Central region vs target

Sales Commission

Largest gap of any region, 6 weeks left in Q4

New Trend

+34%

New customer acquisition

Sample - Superstore

Technology segment leading with 52 new accounts

Unusually High

+18%

Shipping delays MoM

Sample - Superstore

Same-day ship mode most affected, avg 2.3 days late

Top Contributors

41%

Top 5 products share of profit

Sample - Superstore

Concentration increased from 33% last quarter

Trend

82%

Customer retention rate

CRM Dashboard

Steady with slight uptick in Consumer segment

Suggested

Monthly sales forecast for next quarter

Profit distribution across sub-categories

Customer acquisition cohort analysis

Geographic heat map of sales by state

Discount impact on profit margins

Order volume by day of week and ship mode

Connections Add

Sample - Superstore

Microsoft Excel

Sheets

▦ Orders

▦ People

▦ Returns

⇵ New Union

⚙ New Table Extension

Sample - Superstore

Connection Live Extract

Filters 0 Add

Orders

Relate tables

Drag tables near Orders to relate them

Add a base table

Drag out additional base tables for multi-fact analysis.

Need help adding data? Learn more

Name Orders

Fields

Type	Field Name	Physical Table	Remote Field Na...

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Description

Tech Specifications

Hosted at

Works with

Tableau 2024.2 and later

Resources

Developer Website Privacy Policy Terms of Service

Welcome to Tableau

Tableau 101

↻ Recents

☆ Favorites

Recommended

Quickstart

Templates

Samples

Welcome to Tableau

Tableau 101

Templates

Samples

Suggested files

Insights

Recents

Insights

Favorites

Quickstart

Templates

Samples

Conversations

Discover

Meet Tableau

Resources

Tableau 101

Good morning.

Also shared with you

From people you work with

Find your data

Quickstart

Pick up where you left off

What's changed

Insights

Data Sources

Favorites

Recents

Quickstart

Curated for you

Data, ready to use

Metrics to watch

Learn the basics

Your first week

Open

Quick Start

Accelerators

Sample Workbooks

Start Page

Size

Sheets

Objects

Tableau Agent

You're about to use Tableau Agent

History

👓 Color Accessibility

Palette Check

Simulation

Contrast Ratio

🛡 Security Check

Row-Level Security

Permissions Audit

Data Masking

■ Infographics

Templates

Icon Library

Custom Shapes

📊 Data Profiler

Column Stats

Data Quality

Distribution

📋 Compliance Checker

Policy Status

Lineage

🔗 Data Catalog Sync

Connected Catalogs

Field Descriptions

Tags

📝 Annotation Manager

Active Annotations

Add Annotation

Tables