Building Interactive Dashboards with Tableau

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

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

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.

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

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.

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

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

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

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.

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.

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

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

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

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.

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.

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

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.

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

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

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

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.

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

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.

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).

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

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.

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.

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

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.

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.