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.

Traditionally the set feature in Tableau is used to create a subset of predefined values. Those may be handpicked (i.e. How do these 5 products perform regionally?) or they may be chosen conditionally (i.e. Where are our top 100 customers by revenue located?). They are generally used to create predefined values you can filter on.

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.

I was working with a client recently and needed to do find and replace in a Tableau calculation. While Tableau does have a native FIND() function, it just finds if a character string exists and tells you what position that string starts at. Not particularly helpful when it comes to replacing.

My grandparents have a beach house in Island County and every 4th of July there is a big parade and community get together. One of the events is the “Penny Hunt”. The adults scatter a bunch of coins (of varying denominations) in the sand for the kids to search for. As kids, my brother and I got fed up with blindly digging in the sand so we convinced our dad to get us a cheap metal detector. I remember pulling in $40 the first summer we put it to use. Not bad for a couple of kids.

Let me be completely honest with you. I am writing this post in the aftermath of the 2019 Rose Bowl where the University of Washington lost to Ohio State so my views and opinions are most certainly biased. It’s not a surprise to me that the Huskies lost. I think Ohio State was the better team. Rather, it was a decision in the 4th quarter by the Huskies that surprised me…