Hi, guys in the last video I showed you the dashboard I made for

myself to investigate whether or not the parameters in my watershed model would

affect the outcome of my decision about whether or

not water should change their properties into short term rental properties.

In this video, I'm going to show you how I slightly modified that dashboard

according to the preferences of my audience.

So let's go ahead and bring it up.

So this is the dashboard I made for myself.

Everything is going to stay mostly the same in the dashboard I made for

a different audience, except these graphs are going to change.

I was told by some people I asked for

advice that they were not use to looking at histograms and

there not used to looking at scatter plots or box plots that happens often actually.

Especially when people spend a lot of time in the finance world

there really used to looking at spreadsheets and lists.

They have a hard time pulling information out of

visualizations there not used to looking at.

They ask to have that information in the form of basically an Excel spreadsheet.

Which I've put here as a list, so instead of having this scatter plot in

the histogram to show the information about each individual profitable property,

I've now put that information in a table that can be scrolled through and

that will change depending on the parameters in these In these boxes here.

So I've shown the property ID, the state, the city,

the type, the number of bedrooms, and the cash flow, and

the year of conversion you'd get from that property, and the profits after

the conversion year from that property in case you wanted to order the properties

by those values separately, although they will give you the same ordering.

So this might be more comfortable to certain types of audience members.

I do want to take one second to say even if your audience is more comfortable

looking at spreadsheets or lists like this,

don't ever at least hardly ever put a list like this or

a spreadsheet like this in an actual presentation on in a slide.

They will almost definitely not be able to read this information and

it's too much to put in one place, it won't actually walk them through a story.

So if they insist on having a list, you can put it in a dashboard or

you can put it in a white paper as I send it to them in an email, but

don't put it in a presentation.

Just want to make sure you remember that.

I did want to show you one more feature of actually both dashboards that I didn't

point out in the last video, and that's this little feature here.

This is a little trick that can be helpful sometimes.

So what if you're like me, and you're forgetful and

forget what values are supposed to go in these boxes or

what values you used in your original assumptions for your original model.

I made this little cheat sheet here that allows you to hover over this dot and

get all of the original assumptions that you made in your model.

And this is a trick that's actually very easy to do,

I will how you how to do it you basically make a mark on a worksheet and

then you just edit the tool tip to have the information you want.

So some people use this to actually give, give audience members directions.

They'll make something like this in a corner and

they'll say click or hover over the dot for directions.

And so instead of having this information here, they would actually have a big text

page that shows them, gives directions for how to use the dashboard.

I'm going to show you how to or I'm going to give you instructions, either

written instructions, or videos about how to do this, how to make these bar graphs,

how to make the These jittered maps.

I'm going to remind you how to make these tables because they are kind of counter

intuitive in Tableau is not originally designed for them.

And I will also give you a video or

written instructions about how to make these histograms.

You'll find they're all relatively easy to make except for

the jittered map, which does get a little tricky.

Hopefully that gives you some inspiration in what

you would want to put in your own dashboard.

It's nice and easy to show you all these things you can click on.

But I'm sure wondering how on earth to I get started.

I liked to give you some advice on that.

First of all Stare at this a little bit and just try to imagine what would

you need in Tableau in order to create each one of these plots individually.

As you stare you'll start to realize a couple of things.

First, each one of these bars or

data points has to come from some type of variable.

So that means there has to be some type of either measure or

dimension in Tableau that has each one of these measures.

That means you should be thinking about making a column in your Tableau file, in

your Tableau Notebook that has the yearly cash flow just for the conversion year.

The yearly cash flow just for the years after conversion.

The yearly profits just for the conversion year and just for

the yearly profits for after the conversion year.

But you also will have to meet those colons using two different sets of

parameters because the fact that these bars

stay put means that they must be using different inputs than this.

So you're going to have to make two sets of parameters.

One for the fixed bars for the original parameters and one,

that allows you to make the parameters dynamic so that they change.

So just to say that again, you're going to need to make a measure or

dimension for every single one of these bars separately.

And you're going to have to define whether that measured dimension,

which will most likely be a calculated field, Uses fixed parameter set or

whether it uses a dynamic parameter set.

So that means you will also have to make two parameter sets, one for

your fixed values and one for your dynamic values.

One last hint I want to give you is that the fact that you're showing two

different aggregated values in one graph.

And that each aggregated value actually aggregates a different number

of properties because it's based in a different cutoff.

Means that you're not going to be able to define these aggregations based on

a filter alone because if you just said if you had a calculated field

that just said profitable properties It would have to use either,

either the fixed parameters or the variable parameters.

It wouldn't be able to use them both or you could do it but it would be an even

more complicated calculation and you'd have to think about how you'd do it.

The easiest way to do this would be to make a calculated field.

Instead of a filter that says exactly which properties to

aggregate in order to make it at least fixed forest and it's variable bars.

So I'll show you some more hints about exactly how to do that as well.

With those hints in mind, here's how I suggest to proceed.

I suggest you choose one of the blue bar charts and

see if you can re-create it in yourself, in Tableau.

What you want to do is you want to see if you can get your blue bar

to give you the same result as you got from your Excel spreadsheet.

So when you add together all of the profits, or the cash flow,

depending on which metric you choose, In Tableau,

you get the same result as when you had all the profits or

cash flow from all of the profitable properties in your Excel spreadsheet.

To do that, you're going to want to input data from Excel.

And I suggest you take the most raw data that you can

because what you should do is you should import that data and

then make a calculated field for every column you made in your Excel spreadsheet.

If you do it that way you should be able to end up with the same result and

then once you get there you'll be able to see how easy it is to make all the rest of

your visualizations.

So give that a shot and once you've got your final answer and

you are sure it's right take a look at the next videos, good luck.

Dashboard Modification for a Financial Audience

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