Building Interactive Dashboards with Tableau
- 4.5 hours on-demand video
- 1 downloadable resource
- Full lifetime access
- Access on mobile and TV
- Certificate of Completion
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- Develop intuitive and informative executive-level dashboards with the appropriate depth of interactivity
- Empower tactical teams to track progress and opportunities using charts and interactivity that quickly surfaces key insights
- Create engaging Operational dashboards to monitor pipeline activities and drive team KPIs
- Expose advanced analytical tools to analysts and others who need to dive in deep to explore the data
- Produce customized visualizations of data to support the decision processes of your stakeholders
- Deliver your finished dashboard with an informative user interface that guides, informs, and amazes your audience
- Publish and distribute your work confidently using the best methods and options for your audience
Without a clear purpose and vision, many dashboard projects fail to live up to their potential. We'll look at the most effective steps to take when you start your Tableau project.
The higher-level executives will more likely be concerned with long-term trends and periodic updates. We can meet their expectations by delivering an easy-to-use, high-level dashboard.
When we have a very important number to call out, it can be effective to simply show the number on the dashboard with a descriptive label for context.
For comparisons over time, you can generally use table calculations. However, since we only want to display the value from a single point in time tied to a parameter, we can use a few easily calculated fields.
While looking at a bar chart for a single period in time, we'd like to be able to compare the change since the earlier period. A bullet chart shows the previous period in a clear but nonintrusive way.
- Beginner-level understanding of how to use Tableau is expected.
As businesses collect increasing amounts of vital data, the need for effective, intuitive, and actionable interfaces increases every day. Tableau is part of a new class of business intelligence tools, which dramatically reduce the time and technical acumen required to derive insights from data and publish it in a consumable format.
We'll begin by laying the groundwork for a successful dashboard and then move on to constructing five different dashboards of increasing complexity.
Starting with the Strategic/Executive dashboard, we’ll design a few of the most common dashboard elements and assemble our first complete dashboard. Next, we’ll show you how to use Tactical dashboards for visualizations that can help depict progress and draw attention to important areas. We’ll then dive into increasing the dashboard interactivity by using Operational dashboards when focusing on granular detail. Using advanced techniques in Tableau, we’ll then show you how to use Analytical dashboards that can provide you with the tools to effectively extract knowledge from your data. We’ll also walk through how to quickly create a visualization using Ad-hoc dashboards that allow you to effectively keep an eye on a specific area of interest. Lastly, we’ll cover the styling settings and publication options and conclude with best practices.
This course guides you through the entire “how and why” of each task in the dashboard creation process, which will translate easily to your own dashboard projects.
This course uses Tableau Desktop/Public 8.1, while not the latest version available, it provides relevant and informative content for legacy users of Tableau.
About the Author
Tony Kau is a Tableau Desktop 8 Qualified Associate, and he is putting its power to use in his role as a reporting analyst for a Fortune 500 company. His analytical background spans a decade, during which he has used a variety of business intelligence software, though none were better than Tableau. His passion is efficiently leveraging data to inform strategic business decisions.
He holds a degree in Business Administration from the University of Oregon, and his background includes web design, programming, and financial analysis.
- If you are a data analyst looking for ways to create effective business dashboards at every level of your organization using Tableau, from Executive to Operations and Directors to Analysts, then this course is for you.