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  • Bernard K

Create a Tableau Story

creating tableau storyboard

A Tableau story is a sequence of visualizations that work together to convey information. Stories are a powerful way to tell a data narrative, provide context, demonstrate how decisions relate to outcome or simply making a compelling case.

Tableau story versus dashboard

A dashboard is simply a collection of views from worksheets (dashboards are made of worksheets). While a story contains a sequence of worksheets or dashboards or both that work together to convey certain information.

Tableau story example

tableau story example

How can I create a Tableau Story?

Once you’ve created your views (could be worksheets or dashboards or both). Go to the Story Tab.

tableau story interface

(Note, in this case am creating a Tableau story using two dashboards i.e., Sales Metrics and Profit Metrics and a worksheet named Profitability).

First drag the view (dashboard or worksheet) which will form the first tab of the story to the open view written ‘Drag a sheet here’.

In this case have added Sales Metrics dashboard.

adding views to tableau stories

Under the Story pane, add a blank story board by clicking ‘Blank’.

introducing a blank storyboard

Now, drag the second view of the story board to the open view. In this case, I am going to drag the worksheet named ‘Profitability’.

Next, add the last dashboard to the story board. But instead of first introducing a blank board – simply drag it to the navigator bar at the top (another way of adding a view to the story board).

Executing this we’ve.

tableau storyboard

Next, give your storyboard a title by renaming the boards’ name.

You can also change the navigator styles under ‘Layout Pane’ to different options such as caption boxes, numbers, dots, or arrows.

Changing Tableau story navigator styles

To format the story board, go to Story menu and select >> Format to access options of formatting your story board.

formatting tableau storyboards

I hope this was helpful to you. To receive more of the Tableau tips, kindly join our mailing list by subscribing below.

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About Me

More About the Author

Bernard K

Analytics Consultant | 3X Tableau Certified

Bernard is a data analytics consultant helping businesses reveal the true power of their data and bring clarity to their reporting dashboards. He loves building things and sharing knowledge on how to build dashboards that drive better outcomes.

Let’s discuss your data challenges! Let’s work together!

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