Building great dashboards by Mrunal Shridhar - Tableau Customer Conference 2012

Building Great Dashboards
Best practices, tips, tricks and skills

PRESENTED BY
Name Here
Mrunal Shridhar
Product Consultant, Europe

Dashboards
Visual display of the most important information needed to achieve
one or more objectives which fits entirely on a single computer
screen so it can be monitored at a glance

- Stephen Few, “Dashboard Confusion”, Intelligent Enterprise, March 20, 2004

©2012 Tableau Software Inc. All rights reserved.

Types of Dashboards
• Strategic
• Snapshot of historical data
• High level measures of performance
• Low reporting frequency
• Long decision horizon
• Analytical
• Answers what, why, when, how
• Highly interactive actions
• Drill to details
• Focus on actionable information
• Medium decision horizon
• Operational
• Regularly updated or real-time data
• Departmental low level operational measures
• Monitoring and decision making aid
• High reporting frequency
• Short decision horizon

©2011

Framework
• Pyramid Principle
• High level thesis
• Why? How? Where?
• Support inductive and deductive thinking
• Mutually Exclusive, Cumulatively Exhaustive (MECE)
• Each view is exclusive
• Together all views are exhaustive
• Inter related topical views
• Each dashboard is topical
• E.g. Product, Customer
• Actions from one topic to the other
• Drill to detail
• Initial high level performance view
• Actions drill to underlying details

©2011

Framework
A1
A
A2
Deductive
Why? link
B1

Inductive
link B B2

Thesis C B3
How?
D

Where? E


Navigation

• Top to down, left to right
• F visual decoding
• Drill from higher to lower detail
• Drill from higher to lower importance


Action Filters

• Best practices
• Use action filters
• Instead of quick filters
• Quick filter needs a query to populate the list
• Save a query from being issued
• Clearing the selection excludes all values
• Avoids expensive query of asking for all of the data
• Use menu driven action filters to navigate between dashboards


Tooltips

• Use case
• Add details without cluttering the visual
• Create dynamic annotations or notes
• Highlight important elements
• Best practices
• Select a font that does not pixelate
• Only include measures and dimensions that make sense
• Rename measure names
• Include measure units


Annotations

• Use case
• Call attention to specific points, marks and areas
• Add information that makes a view understandable
• Best practice
• Format annotations
• Annotations play a supporting role
• Use sparingly
• More attention
• Higher dwell time


Titles & Captions

• Captions use case
• Generate automatically or create manually
• Add context to your view
• Add additional or supporting information
• Add references
• Useful when printing or exporting an image
• Titles use case
• Add dynamic guidance
• Colour shades to group similar views


Formatting

• Grid lines
• When necessary to read graph effectively
• Shaded bands
• Alternating rows to adequately delineate them
• Container and view borders
• Delineate sections of data
• Co-locate items
• Helps group similar items and ideas
• Maintain consistency
• Allows for quick and accurate interpretation
• Aesthetically pleasing formatting
• Make viewing experience better


Legends

• Consistent usage
• Based on type of data
• Categorical Dimensions
• Discrete colours
• Ordinal Dimensions
• Dark to light sequential colours
• Narrow range measures
• Sequential colour bands
• Extreme range measures
• Diverging colour bands
• Placement
• Avoid eye movements away from data view
• Custom Shapes
• Adds helpful context to data
• Should be same size


Labels

• Support visual representation
• Selected/highlighted labels
• Values on request
• Min Max labels
• Data points in relation to extreme values
• All labels
• High level aggregated values


Sharing

• Consider consumption medium
• Phone
• Tablet
• Desktop screen resolution
• Printing
• Interactive vs. static view
• Fixed dashboard size
• Improves rendering performance
• Makes cache shareable
• Keeps formatting intact


Tableau 8.0 What’s New
`


Coming soon…

• New visualisations
• Treemaps
• Bubble charts
• Word clouds
• Enhanced data labels
• New dashboard tab
• Freeform dashboards
• Hyperlink objects
• Captions
• Titles
• Text objects
• Improved performance
• Fast graphics & calculations
• Parallelised dashboards


Questions?
mshridhar@tableausoftware.com


Building great dashboards by Mrunal Shridhar - Tableau Customer Conference 2012

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