How to Create a Story in Tableau?

A story is a very powerful thing. It can influence its viewers and make them change their minds. It can take them through a journey that moves from various highs and lows and ends at a point that the storyteller wants. A story can also shock and surprise it’s viewers and provide them all the information they need to make the necessary decisions. That is why a story is an extremely important part of Tableau. But what is a story in Tableau?

Well, it is a sequence of different charts that combine to provide a cohesive plot to its viewers. In essence, all these charts tell a story about the data which allows the viewers to form their conclusion. The story in Tableau contains story points, where each story point is either a worksheet or a dashboard.

How to create a Story?

Let’s see the various steps required to create a Story in Tableau. This story uses the Superstore data set that is available as a sample on Tableau Desktop.

Step 1: Click on the new Story tab to create a new story. You can then add various sheets and dashboards to create a story point.

Step 2: You can double-click on the sheets and dashboards on the left to add them to a story point. You can also drag the sheets into your story point on Tableau desktop. All the sheets and dashboards that are added to a story are connected to their original forms. So any changes made to the original sheets or dashboards are reflected in the story. For example, let’s add a dashboard containing the relation between Discounted Sales and Profit by Category to the story.

Step 3: We can also add a caption to summarize the story point by clicking on “Add a caption” and then writing it. Let’s add the caption “Relation between Discounted Sales and Profit by Category and Subcategory” to our example.

Step 4: It is possible to add another story point by 2 methods. You can either click on the Blank tab to use a blank sheet for the next story point or click on the Duplicate tab to obtain a duplicate sheet as the current story point. Let’s click on the blank option.

Step 5: You can change the size of your story by clicking on the Size option in the lower-left corner. You can choose from one of the predefined sizes or set your custom size in pixels. You can also change the name of your story by right-clicking on your Story tab and choosing rename.

Step 6: Now, let’s see a complete story on the relationship between the discounted sales and profit

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