Tableau Dashboards

10 Steps to Ensure Dashboarding Success (6-10)

6. Receive Feedback and Iterate

After you’ve built an initial dashboard, it’s time to get feedback from users and iterate. If your dashboards are going to be used by a wide audience, pick a few of the users you trust to give you feedback. Pick the people who will be frank and honest with you. This isn’t the time to get pats on the back. This is a chance to get constructive criticism so your product is as polished as it can possibly be.

How to Swap Worksheets in a Tableau Dashboard

Imagine you are working on the following dashboard:

You’re pleased with where it’s at overall, but you’ve run into a dilemma. The dashboard helps answer the overall question “Where should we invest our marketing dollars?”, but it’s very hard to compare individual states. Maps are great for high-level geographic overviews but poor for comparing individual values.

10 Steps to Ensure Dashboarding Success: Leverage the Methods of Google, Apple and Tesla (Webinar Recording)

When you embark on a Tableau dashboarding project, you are creating a new product. When Apple releases the newest iPhone, they aren’t putting out a rough draft. They’ve done extensive user and product testing to make sure its the best product possible. You can (and should) use the same design sprint methodology on your own projects to ensure success.

10 Steps to Ensure Dashboarding Success (1-5)

When you embark on a Tableau dashboarding project, you are creating a new product. When Apple releases the newest iPhone, they aren’t putting out a rough draft. They’ve done extensive user and product testing to make sure its the best product possible. You can (and should) use the same design sprint methodology on your own projects to ensure success.

How to Create a Dynamic Color Legend in Tableau

If you use a parameter to swap between two worksheets in a Tableau dashboard, you lose the ability to use the worksheets’ default color legends effectively. Check out this video to learn a trick you can use to create a dynamic color legend which always shows an accurate data range despite which worksheet is showing.