Building Interactive Dashboards with Tableau
4.2 (507 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
5,352 students enrolled

Building Interactive Dashboards with Tableau

Create a variety of fully interactive and actionable Tableau dashboards that will inform and impress your audience!
4.2 (507 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
5,352 students enrolled
Created by Packt Publishing
Last updated 12/2015
English [Auto]
Current price: $58.99 Original price: $84.99 Discount: 31% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 4.5 hours on-demand video
  • 1 downloadable resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
Training 5 or more people?

Get your team access to 4,000+ top Udemy courses anytime, anywhere.

Try Udemy for Business
What you'll learn
  • 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
Course content
Expand all 40 lectures 04:31:09
+ Exploring Possibilities and Positioning for Success
5 lectures 36:50

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.

Preview 05:13

There are a myriad of ways to display information, but we'll explore the vital principles to help you choose the best method.

Using "Show Me" and Chart Types

Creating a one-stop-shop dashboard for more than a Filtering allows your user to see the dashboard with only the datathey're interested in.

Enabling User-facing Filtering

You may require the user's input in order to return the information they need—parameters enable this functionality.

Creating Parameters

Your business has goals, and you have data pertaining toyour progress. However, we'll look at how to visually put the two together in an impactful way.

Calculating Your KPIs
+ Strategic or Executive Dashboards
5 lectures 32:30

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.

Preview 03:25

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.

Preview 07:04

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.

Preview 08:43

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.

Preview 07:33

Tableau's dashboard creation interface is easy to use, but it takes a guided tour to really grasp the nuances. We'll walk through the process together.

Preview 05:45
+ Tactical Dashboards
5 lectures 25:07

Project Leadership teams need relevant information in an easy-to-understand format to make the best decisions.

Understanding the Tactical Dashboard Project

When we need to show how multiple components contribute or detract from the total, a waterfall chart is an effective viz.

Building Waterfall Charts

While analyzing a data point across two different dimensions, a heat map can allow us to quickly see patterns or the lack thereof between them.

Constructing Heat Map Charts

Tableau makes most mapping tasks extremely easy, which we can use to our advantage while slicing a measure by geography.

Displaying Geographical Map Charts

While a few different views of the same data on one page can be helpful, tying them together using filter actions can dramatically improve the user experience and provide a drill-down effect.

Linking Together Dashboard Objects
+ Operational Dashboards
5 lectures 44:36

Operational leadership and staff need access to relevant data in an actionable format. Keeping this in mind, we'll build a focused dashboard.

Understanding the Operational Dashboard Project

Seeing a direct comparison of two metrics on the same chart can be helpful to drive understanding and help managers to manage KPIs

Building Combo Charts

To visualize points relationship to goals and other points, use a scatter-plot-like chart and reference areas

Constructing Positional Circle Charts

When user experience dictates integration to a website or a web-based app, such as a CRM, you can use URL actions in Tableau to allow your users to utilize this functionality.

Using URL Actions

While using multiple dashboards that share the same data, an intuitive drill-down feature to move from one to the other can empower a great user experience.

Linking Together Dashboards with Actions
+ Analytical Dashboards
5 lectures 41:36

Analytical Dashboards empower analysts to explore root causes, see the big picture, then dig into trends, and uncover hidden insights.

Understanding the Analytical Dashboard Project

While timeframe filters are appropriate in some cases, a more defined approach using parameters can provide a better experience for your users.

Creating Robust Time-series Charts

Power users want additional control over the visualizations, so allow them to choose which measures are plotted against each other using parameters.

Using Parameters to Control Display and Slicing Dimensions

With a color-highlighted table, variations in measures are easy to see, but showing grand totals skews the color scale. We'll creatively work around this problem.

Incorporating a Highlight Table

We want the visualization to do as much work as possible to enable the analyst to find the answers they seek, but often, the analyst needs to access the row-level data to go further.

Extracting Aggregated or Raw Data from the Viz
+ Ad-hoc Dashboards
5 lectures 34:52

Ad-hoc dashboards empower our end users to explore data based on a unique request or to answer a specific, non-typical question.

Understanding the Ad-hoc Dashboard Project

To eliminate noise in your data, it's often a good idea to treat a group or a set of data as a single entity.

Working with Sets and Groups

If you want to group numerical data into equal-sized intervals, bins make the process quick and easy.

Creating Bins and Box and Whisker Charts

When trying to call out a specific point for your users, add an annotation to draw attention and communicate your insights.

Annotating Points, Marks, and Areas

If your data depicts a conversion or retention rate, one of the best ways to visualize it is using a funnel chart.

Generating Funnel Charts
+ Customizing and Styling Your Dashboard
5 lectures 38:02

Default settings in Tableau aren't bad as compared to other BI tools, but taking the extra effort to polish your dashboard can greatly improve the user experience.

Styling Concepts and Best Practices

To minimize the number of pixels your user has to process, remove chart elements that arenot key to understanding the information.

Formatting Axis Labels and Lines

To provide your user with faster precision comprehension than tooltip data, use data labels. However, balance that need for precision with the need to consume information quickly.

Creating Relevant Labels and Effective Number Formats

When you user wants more information about a data point, hovering your mouse over that point should provide the context and story of the figure, with appropriate analysis, definitions, and follow-up actions (drill-downs).

Formulating Helpful and Informative Tooltips

To provide a complete, sleek look and feel, finish your dashboard by tying in the remaining elements to your new style.

Formatting Parameters and Legends
+ Dashboard Publication
5 lectures 17:36

If you publish without sufficient quality control, your users are more likely to resist adoption. To ensure a smooth rollout, keep in mind these tips prior to publication.

Preparing for Publication

Publishing to Tableau Public is as easy as saving your file, but make sure you understand which options to select for your particular use case.

Publishing on Tableau Public

The Tableau server has much more flexibility than Tableau Public, so it's important to understand what each of the options mean.

Publishing on Tableau Server and Tableau Online

If the budget is tight, or you're piloting deployment in your organization, Tableau Reader is a free environment for your users to view and interact with your dashboards.

Employing Tableau Reader

You know how to use Tableau and make a dashboard, but you need to know the best way to set yourself up for success on your first project.

Closing Thoughts and Next Steps
  • 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.

Who this course is for:
  • 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.