Building great dashboards by Mrunal Shridhar - Tableau Customer Conference 2012
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Building great dashboards by Mrunal Shridhar - Tableau Customer Conference 2012
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Building great dashboards by Mrunal Shridhar - Tableau Customer Conference 2012
- 1. Building Great Dashboards Best practices, tips, tricks and skills PRESENTED BY Name Here Mrunal Shridhar Product Consultant, Europe
- 2. 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.
- 3. 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 ©2012 Tableau Software Inc. All rights reserved.
- 4. 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 ©2012 Tableau Software Inc. All rights reserved.
- 5. Framework A1 A A2 Deductive Why? link B1 Inductive link B B2 Thesis C B3 How? D Where? E ©2012 Tableau Software Inc. All rights reserved.
- 6. Navigation • Top to down, left to right • F visual decoding • Drill from higher to lower detail • Drill from higher to lower importance ©2012 Tableau Software Inc. All rights reserved.
- 7. 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 ©2012 Tableau Software Inc. All rights reserved.
- 8. 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 ©2012 Tableau Software Inc. All rights reserved.
- 9. 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 ©2012 Tableau Software Inc. All rights reserved.
- 10. 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 ©2012 Tableau Software Inc. All rights reserved.
- 11. 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 ©2012 Tableau Software Inc. All rights reserved.
- 12. 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 ©2012 Tableau Software Inc. All rights reserved.
- 13. 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 ©2012 Tableau Software Inc. All rights reserved.
- 14. 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 ©2012 Tableau Software Inc. All rights reserved.
- 15. Tableau 8.0 What’s New ` ©2012 Tableau Software Inc. All rights reserved.
- 16. 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 ©2012 Tableau Software Inc. All rights reserved.
- 17. Questions? mshridhar@tableausoftware.com ©2012 Tableau Software Inc. All rights reserved.