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. 1. Building Great DashboardsBest practices, tips, tricks and skills PRESENTED BY Name Here Mrunal Shridhar Product Consultant, Europe
  2. 2. DashboardsVisual display of the most important information needed to achieveone or more objectives which fits entirely on a single computerscreen 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 15. Tableau 8.0 What’s New` ©2012 Tableau Software Inc. All rights reserved.
  16. 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. 17. Questions?mshridhar@tableausoftware.com ©2012 Tableau Software Inc. All rights reserved.

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