Join Nate Makdad for an in-depth discussion in this video Process and workflow for design, part of Creating Interactive Dashboards in Tableau.
- Using the following steps,…we can organize our process for building…an effective Tableau dashboard.…When you think about the overall design process…we want to start with requirements gathering,…move to design, collect feedback,…redesign, test, redesign again,…and then finally launch.…Then continue to move through that…design process over and over as we continue…to iterate our dashboard.…Let's start with requirements gathering.…A first step in many project plans,…requirements gathering, or voice of the customer,…is a frequent first step to make sure that…our end project, our dashboard, actually delivers…what our viewer want and care about.…
We also need to consider different types of input.…Business users vary, maybe high-level.…What might be the top few metrics…they're going to care about.…What really ties to business operations,…or business outcomes.…We want to think about the users.…Who's going to actually be using the report?…They may need to get down to a level of detail…or more in the weeds with the data,…
- 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
Excel Data Analysis: Forecastingwith Wayne Winston3h 7m Intermediate
Up and Running with Excel What-If Analysiswith Curt Frye1h 10m Intermediate
Cleaning Up Your Excel 2013 Datawith Dennis Taylor1h 59m Appropriate for all
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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