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,…
Author
Released
12/2/2016- 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
Duration
Views
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Introduction
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Welcome36s
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1. Tableau Dashboards
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Why Tableau?3m 38s
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Sketching the design2m 34s
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2. Worksheet Design
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Tableau data format4m 26s
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Cross-data joins4m 40s
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Data quality check6m 41s
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Creating visuals4m 8s
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Applying design requirements1m 17s
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Using calculated fields2m 59s
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Creating sets3m 19s
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Reference lines4m 54s
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3. Dashboard Design
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Dashboard hierarchy6m 20s
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Story vs. tabs3m 25s
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Dashboard objects5m 39s
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Visual grouping4m 24s
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4. Designing Interactivity
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Dashboard actions3m 45s
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Mobile device management4m 6s
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5. Keeping Your Dashboard Up to Date
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Viz of the week2m 21s
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Iterations and improvements3m 44s
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Conclusion
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Next steps41s
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Video: Process and workflow for design