Learn the process guidelines for building and maintaining a dashboard in Tableau.
- [Instructor] 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;…and then continue to move through that design process…over and over as we continue to iterate our dashboard.…So 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 viewers want and care about.…
We also need to consider different types of input.…Business users very, maybe, high-level,…what might be the top few metrics…they are going to care about?…What really ties to business operations…or business outcomes?…We want to think about the users.…Who's going to be actually using the report?…They may need to get down to a level of detail…or more in the weeds with the data,…
- Sketching your designs
- Formatting data
- Creating cross-data joins
- Creating visuals
- Grouping data
- Using stories vs. tabs
- Changing chart measures and types with interactive parameters
- Making iterations and improvements on your Tableau dashboard design
Skill Level Intermediate
Data Visualization Storytelling Essentialswith Bill Shander1h 37m Intermediate
Data Visualization Tips and Trickswith Matt Francis2h 14m Intermediate
1. Tableau Dashboards
2. Worksheet Design
3. Dashboard Design
4. Designing Interactivity
5. Keeping Your Dashboard Up to Date
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