All tagged Tableau Dashboarding
The visual look and feel of our dashboards make a huge impact to our end-users, and can increase the adoption rate of dashboards, particularly by non-technical users. We can't under-estimate the "wow-factor" of a good-looking dashboard!
But how do you begin to build a good looking dashboard when you're sitting with one that looks like an out-of-the-box Tableau dashboard? The answer is to craft your own design style using best practices and inspiration from others.
Dumbbell charts are an eye-catching way of comparing two values. They can be used for detailed comparisons or simple KPIs. Dumbbell charts are are effective at displaying the relationship between two data points and highlighting the magnitude of change between them. By using a simple yet powerful visual representation, dumbbell charts enable you to easily compare and contrast data points, identify trends, and uncover insights that might be hidden in traditional visualizations.
Do you want a warning message to pop up in Tableau when there is no data or a user makes an invalid selection? Look no further, we've got the solution for you!
We've worked with numerous clients to help them apply their own version of this method to their dashboards. Ultimately, it comes down to creating a warning message sheet, putting it in a vertical layout container with the worksheet it will replace when activated, and applying some logic and customizations to the warning sheet so it only shows up when you want it to.
Ready to add dashboard warning messages to your Tableau toolkit? Check out this video!
If you're looking to turn your static Tableau dashboards into interactive powerhouses, buttons are a fantastic way to do that! In today's tutorial, we're diving into one of Tableau's most underutilised secrets: using buttons to control parameters. This isn't just about making dashboards look sleek (though they absolutely will), it's about creating an experience so intuitive that your users will actually want to explore your data.
KPI's are a powerful way to draw our end-users' attention to specific key metrics. By adding in visual information in the form of bar charts, we're able to create a comparison of the current year with the previous year.
While there are numerous ways to show this kind of comparison, here are three easy and effective time-series KPI's that can add an element of visual flair to any dashboard! These bar charts are simple to create and use one or two nifty calculated fields to add the visual flair we’re looking for.
Want to learn how to build a sales funnel in Tableau? You've come to the right place! Most funnels are hard to interpret because they deal with size disproportion issues. The classic upside-down triangle visual likely isn't the best way for you to represent funnel data for your users.
We've built funnels for dozens of clients over the last decade and have distilled our learnings into this video! Check it out for tips on writing calculations, building a funnel visual, formatting effectively and compiling it all into a meaningful dashboard.
KPIs (Key Performance Indicators) are essential for any dashboard, helping you track performance at a glance and make data-driven decisions faster. In this tutorial, I’ll walk you through how to build KPIs in Tableau, from setting up calculated fields to customizing visuals that make your data stand out.
Whether you’re designing a dashboard for executives or optimizing reports for daily tracking, well-designed KPIs can bring clarity and impact. Here’s how to do that in an engaging and eye-catching way!
If you want to use Tableau for free and don't need to ensure your data is perfectly private, you can use Tableau Public! This free-to-use option is perfect for Tableau newbies, testers, or people working for organizations where expensive Tableau licenses just aren't possible.
In this video, we'll see how to build a dashboard from scratch: from connecting to data, to building worksheets, to adding actions, and finally, to publishing it.
How do Tableau URL Actions work? Let's dive into how they work, what they can do and some creative ways you can customize them.
URL Actions in Tableau provide the ability to generate open a tab in a browser based on a user selection. There are loads of ways to set them up too. You can reference a full URL field from your data source, you can append a field to the end of a static URL slug, heck you can even generate a form email from within Tableau using fields in your data source!
Do you need to build a dashboard in Tableau Cloud but you don't know where to start? We've got you covered!
In this video, we cover connecting to data, building data visualizations, filtering, number formatting, worksheet formatting, Table Calculations, compiling a dashboard and publishing your work.
Join us for a thorough breakdown on how to build your first dashboard in Tableau Cloud!
Do you want to show and hide sheets on your dashboard with only a click? Dynamic Zone Visibility lets you do exactly that. This is far more dynamic than filter actions, as we can show or hide any number of sheets and their elements from a single interaction.
There are a few key steps to getting this right, so follow along to see how to implement this into your dashboards too!
Tableau's Dashboard Actions are powerful tools that we can use to add significantly increased levels of interactivity to our dashboards. Interactive dashboards are part of what makes Tableau such an engaging product for our data analysis.
Of all the actions in Tableau, Filter Actions are some of the most common and useful. They allow us to click on one worksheet and filter another, or filter a worksheet on another dashboard entirely!
One of the primary purposes of a dashboard title is to provide context for users. It should give them a sense of what they are looking at, and what they are looking for.
My favorite way to add value to a dashboard title is to have it reflect filter selections. For example instead of saying "How is our hospital system performing?" it could say "How is Trinity Northern performing?" when the dashboard is filtered to a single hospital.
Filtering on a date range in Tableau is pretty straightforward, right? But how about if you want to filter on that date range AND you want a comparison date range filtered at the same time? That's trickier.
For example, you set a filter from January 1st to March 15th 2024 and you want a comparison period of January 1st to March 15th 2023 to automatically be set, how do you do that?
Do you have an object in your Tableau dashboard that should be expanding and contracting but isn't?
There are a number of reasons you might set up an object to expand and contract. Maybe it's a detailed sheet that should only display when the user makes a selection from the summary sheet at the top of the dashboard. Maybe it's a parameterized worksheet swap. Maybe you've set up a simple show/hide button for your user.
Regardless, when an object is in a layout container and isn't expanding and contracting as desired, it's frustrating!
Do you ever find yourself working on a data-related project and wonder "What are we doing here?". While data-related endeavors can drive massive values, many of them are fairly directionless. Maybe there's a top-down mandate to "become more data-driven" without much thought about what that actually means.
We believe that the highest purpose of data analysis is to support informed experimentation. Creating dashboards with facts and figures is helpful, but it's really only the first step in the process.
Ready to learn about those additional steps and how you can drive value in your organization? Check out this video on the purpose of data analysis!
