Dazzling Tableau Dashboards
1 like247 views
The document is a slide deck from a webinar on designing effective Tableau dashboards, highlighting key design principles such as avoiding visual clutter, using color wisely, and ensuring important information stands out. It provides tips for enhancing dashboard aesthetics, incorporating features like the 'explain data' functionality, and leveraging corporate branding elements. Additional resources and access to training materials are also mentioned for further learning about Tableau and business intelligence.
Dazzling Tableau Dashboards
- 2. • Introductions • Tips for designing professional looking dashboards • Build a better-looking dashboard • Adding color with demo • Details on demand with demo • Senturus overview • Additional resources • Q&A Agenda ©2019 Senturus, Inc. All rights reserved.
- 3. ©2019 Senturus, Inc. All rights reserved. Michael Weinhauer Practice Area Director / Solutions Architect Senturus, Inc. Monica Van Loon Tableau Consultant and Trainer Senturus, Inc. Presenters
- 4. Hundreds of Free Resources ©2018 Senturus, Inc. All rights reserved. 4 www.senturus.com/resources/
- 5. This slide deck is from the webinar Dazzling Tableau Dashboards To view the FREE video recording and download this deck, go to https://senturus.com/resources/dazzling-tableau- dashboards/ Like What You See? ©2018 Senturus, Inc. All rights reserved. 5
- 6. Tips for Designing Professional Looking Dashboards BEYOND THE DEFAULTS
- 7. • The defaults don’t always cut it • Some things are just not intuitive • Options can be hidden behind layers of menus • New Releases = new features (it’s hard to keep up) Learning Tableau is a process What I Learned Using Tableau
- 8. Today’s Goal
- 9. Key dashboard design principles: • Avoid visual clutter • Incorporate color wisely and consistently • Consider using corporate fonts and colors • Make sure important information stands out • Top down approach—details on demand • Always Be Comparing (ABC) Tableau Dashboards from Good to Great! ©2019 Senturus, Inc. All rights reserved.
- 10. BUILD A BETTER-LOOKING DASHBOARD ©2019 Senturus, Inc. All rights reserved.
- 11. Defaults can be boring Tableau’s Default Charts are Good, But …
- 12. Adding Color
- 13. Adding Color
- 14. Adding Color — Don’t Overdo It
- 15. Default Dashboard ©2019 Senturus, Inc. All rights reserved.
- 16. Build a Better Dashboard – Demo ©2019 Senturus, Inc. All rights reserved.
- 17. Discover the “why” behind data anomalies Who has access to Explain Data? • On Tableau Server — Creators and Explorers • All Tableau Desktop users Bonus Tip - 2019.3 Explain Data – ©2019 Senturus, Inc. All rights reserved.
- 18. • Explain Data only works on a single data source • Eliminate (hide) extraneous fields for improved performance and clarity of explanations • Granularity of the data is important – Data should have facts and dimensions (not just order amounts but details like where, when, who) Good to Know — Explain Data ©2019 Senturus, Inc. All rights reserved.
- 19. Enjoy the Full Webinar Presentation 19©2018 Senturus, Inc. All rights reserved. To view the video recording and download the slide deck go to https://senturus.com/resources/dazzling-tableau- dashboards/ Visit our website to access our library of free BI knowledge resources including events, blogs, demos, whitepapers, other on-demand webinars and our dashboard gallery https://senturus.com/senturus-resources/
- 20. ADDING COLOR ©2019 Senturus, Inc. All rights reserved.
- 21. Adding Color to Dashboards 21Copyright 2019 Senturus, Inc. All Rights Reserved. • Add color to indicate “net change” • Add corporate colors and fonts
- 22. Default KPI Dashboard ©2019 Senturus, Inc. All rights reserved.
- 23. Using Color — KPI Dashboards • Quick summary of State of the business • Up/Down arrows are typical • Color is used to indicate Better/Worse than Comparison ©2019 Senturus, Inc. All rights reserved. Use color to show net change
- 24. Many companies have corporate color standards Adding Custom Colors 24Copyright 2019 Senturus, Inc. All Rights Reserved. HEX 6990C9 RGB 105.144.201 HEX A3B471 RGB 163.180.113 HEX 8C6492 RGB 140.100.146 HEX 4E8096 RGB 78.128.150 HEX D8CB97 RGB 216.203.151 HEX D0894D RGB 208.137.77 HEX 8FBACB RGB 143.186.203 HEX BB5151 RGB 187.081.81 HEX 00000 RGB 0.0.0 HEX 595959 RGB 89.89.89 HEX 6D6F71 RGB 109.111.113 HEX 808285 RGB 128.130.133 HEX E6E6E6 RGB 230.230.230 HEX FFFFFF RGB 255.255.255
- 25. Custom Color Palettes — Preference File ©2019 Senturus, Inc. All rights reserved.
- 26. Demo Adding Color ©2019 Senturus, Inc. All rights reserved.
- 27. What happens if you want to publish to Tableau Server? • Your custom colors are viewable in the workbook published Tableau Server • FYI—when creating a new a workbook on Tableau Server custom colors are not available by default • Workaround—assign custom colors to data elements, then publish data source to server—use the published data source for building new worksheets Good to Know — Custom Colors and Publishing ©2019 Senturus, Inc. All rights reserved.
- 28. Avoid Visual Clutter DETAILS ON DEMAND ©2019 Senturus, Inc. All rights reserved.
- 29. Top down approach: • Only provide details when asked for • Only show filters when needed Avoid Visual Clutter ©2019 Senturus, Inc. All rights reserved.
- 30. Viz in a Tooltip Details on Demand ©2019 Senturus, Inc. All rights reserved.
- 31. Old way—lots of filters, parameters, etc. New in 2019.2 — Show/Hide Buttons ©2019 Senturus, Inc. All rights reserved.
- 32. Now—parameters and filters can be hidden New in 2019.2 — Show/Hide Menu Options ©2019 Senturus, Inc. All rights reserved.
- 33. Now—parameters and filters can be hidden New in 2019.2 — Show/Hide Menu Options ©2019 Senturus, Inc. All rights reserved.
- 34. Demo Details on Demand ©2019 Senturus, Inc. All rights reserved.
- 35. • How to incorporate color wisely • Avoid visual clutter • Be consistent with color and fonts • Top down approach is best • Use Tableau’s new Explain Data feature to go from “what happened” to “why did it happen” • ABC—Always Be Comparing Summary — What We Learned ©2019 Senturus, Inc. All rights reserved.
- 36. • Tableau Dashboards that Captivate and Communicate • Creating A Big Numbers KPI Dashboard in Tableau • Our Favorite New Features in Tableau 2019.3 • TC19 Session: Raise the Bar - Latest Dashboard Objects Additional Tableau Resources ©2019 Senturus, Inc. All rights reserved.
- 37. Enjoy the Full Webinar Presentation 37©2018 Senturus, Inc. All rights reserved. To view the video recording and download the slide deck go to https://senturus.com/resources/dazzling-tableau- dashboards/ Visit our website to access our library of free BI knowledge resources including events, blogs, demos, whitepapers, other on-demand webinars and our dashboard gallery https://senturus.com/senturus-resources/
- 38. • We can mentor you so you learn how to resolve your BI challenges • We can give you access to an entire team of BI experts to fill in as needed Mentoring: https://senturus.com/?p=462 Expert Staffing: https://www.senturus.com/?p=6497 Contact us at: info@senturus.com or 888 601 6010 ext. 87 Need Additional Help with Tableau? ©2019 Senturus, Inc. All rights reserved.
- 39. Business Analytics Consultants WHO WE ARE
- 40. Decisions & Actions ©2019 Senturus, Inc. All rights reserved. Business Needs Analysis Ready Data Bridging the Gap between Data & Decision Making
- 41. • Dashboards, reporting and visualizations • Data preparation and modern data warehousing • Hybrid BI environments (migrations, security, etc.) • BI support retainer (expertise on demand) • Software to enable bimodal BI and platform migrations • Training and mentoring Full Spectrum of Services for BI ©2019 Senturus, Inc. All rights reserved.
- 42. 42Senturus, Inc. – Proprietary and Confidential 1300+ Clients, 2500+ Projects, 19+ Years ©2019 Senturus, Inc. All rights reserved.
- 44. www.senturus.com/senturus-resources/ Free Resources ©2019 Senturus, Inc. All rights reserved. Check out these Tableau resources: • https://senturus.com/resources/tableau-dashboards-captivate- communicate/ • https://senturus.com/blog/creating-a-big-numbers-kpi-dashboard-in- tableau/
- 45. Training for Power BI, Tableau, Power BI & Cognos ©2019 Senturus, Inc. All rights reserved. https://senturus.com/training/
- 46. Thank You! www.senturus.com info@senturus.com 888 601 6010 Copyright 2019 by Senturus, Inc. This entire presentation is copyrighted and may not be reused or distributed without the written consent of Senturus, Inc.