Join Nate Makdad for an in-depth discussion in this video Best practices for dashboards, part of Creating Interactive Dashboards in Tableau.
- Though building Dashboards takes a bit of creativity,…there is as much a science to it as an art.…There is some key Best Practices for designing…and building Tableau Dashboards.…So, really our five key Design Principles,…you need relevant metrics.…We want to make it visual. We want to make it interactive.…We want to make it easy to use.…We always want to focus on improving it.…So, the first one, you need to pick Relevant Metrics.…At the heart of it, Dashboards are a visual tool…to help people view and interpret data.…But, we also want to make sure that our metrics matter.…This really fits in with our design process,…but it's important to get stakeholders involved,…so that we can identify the metrics to be…included in our Dashboard.…
So, we want to get our stakeholders involved early,…even before, maybe, we even start analyzing the data.…And, we want to remember if it doesn't get measured,…it doesn't get improved.…So, we only want to focus on the metrics…that we're interested in improving or taking action on.…
- Building worksheets to feed dashboards
- Formatting data
- Creating visuals
- Creating calculated fields and sets
- Designing the dashboard
- Adding interactive parameters
- Keeping your Tableau dashboard up to date
Skill Level Intermediate
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1. Tableau Dashboards
2. Worksheet Design
3. Dashboard Design
4. Designing Interactivity with Parameters
5. Keeping Your Dashboard Up to Date
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