Dazzling Tableau Dashboards

• Introductions
• Tips for designing professional looking dashboards
• Build a better-looking dashboard
• Adding color with demo
• Details on demand with demo
• Senturus overview
• Additional resources
• Q&A
Agenda
©2019 Senturus, Inc. All rights reserved.

Michael Weinhauer
Practice Area Director /
Solutions Architect
Senturus, Inc.
Monica Van Loon
Tableau Consultant
and Trainer
Senturus, Inc.
Presenters

Hundreds of Free Resources
©2018 Senturus, Inc. All rights reserved. 4
www.senturus.com/resources/

This slide deck is from the webinar
Dazzling Tableau Dashboards
To view the FREE video recording and download
this deck, go to
https://senturus.com/resources/dazzling-tableau-
dashboards/
Like What You See?
©2018 Senturus, Inc. All rights reserved. 5

Tips for Designing Professional Looking Dashboards
BEYOND THE DEFAULTS

• The defaults don’t always cut it
• Some things are just not intuitive
• Options can be hidden behind layers of menus
• New Releases = new features (it’s hard to keep up)
Learning Tableau is a process
What I Learned Using Tableau

Key dashboard design principles:
• Avoid visual clutter
• Incorporate color wisely and consistently
• Consider using corporate fonts and colors
• Make sure important information stands out
• Top down approach—details on demand
• Always Be Comparing (ABC)
Tableau Dashboards from Good to Great!

BUILD A BETTER-LOOKING DASHBOARD

Defaults can be boring
Tableau’s Default Charts are Good, But …

Adding Color — Don’t Overdo It

Default Dashboard

Build a Better Dashboard – Demo

Discover the “why” behind data anomalies
Who has access to Explain Data?
• On Tableau Server — Creators and Explorers
• All Tableau Desktop users
Bonus Tip - 2019.3 Explain Data –

• Explain Data only works on a single data source
• Eliminate (hide) extraneous fields for improved
performance and clarity of explanations
• Granularity of the data is important
– Data should have facts and dimensions (not just order
amounts but details like where, when, who)
Good to Know — Explain Data

Enjoy the Full Webinar Presentation
19©2018 Senturus, Inc. All rights reserved.
To view the video recording and download the slide deck
go to
dashboards/
Visit our website to access our library of free BI
knowledge resources including events, blogs, demos,
whitepapers, other on-demand webinars and our
dashboard gallery
https://senturus.com/senturus-resources/

ADDING COLOR

Adding Color to Dashboards
21Copyright 2019 Senturus, Inc. All Rights Reserved.
• Add color to indicate “net change”
• Add corporate colors and fonts

Default KPI Dashboard

Using Color — KPI Dashboards
• Quick summary of State of the business
• Up/Down arrows are typical
• Color is used to indicate Better/Worse than Comparison
Use color to show net change

Many companies have corporate color standards
Adding Custom Colors
24Copyright 2019 Senturus, Inc. All Rights Reserved.
HEX 6990C9
RGB 105.144.201
HEX A3B471
RGB 163.180.113
HEX 8C6492
RGB 140.100.146
HEX 4E8096
RGB 78.128.150
HEX D8CB97
RGB 216.203.151
HEX D0894D
RGB 208.137.77
HEX 8FBACB
RGB 143.186.203
HEX BB5151
RGB 187.081.81
HEX 00000
RGB 0.0.0
HEX 595959
RGB 89.89.89
HEX 6D6F71
RGB 109.111.113
HEX 808285
RGB 128.130.133
HEX E6E6E6
RGB 230.230.230
HEX FFFFFF
RGB 255.255.255

Custom Color Palettes — Preference File

Demo
Adding Color

What happens if you want to publish to Tableau Server?
• Your custom colors are viewable in the workbook
published Tableau Server
• FYI—when creating a new a workbook on Tableau
Server custom colors are not available by default
• Workaround—assign custom colors to data elements,
then publish data source to server—use the published
data source for building new worksheets
Good to Know — Custom Colors and Publishing

Avoid Visual Clutter
DETAILS ON DEMAND

Top down approach:
• Only provide details when asked for
• Only show filters when needed
Avoid Visual Clutter

Viz in a Tooltip
Details on Demand

Old way—lots of filters, parameters, etc.
New in 2019.2 — Show/Hide Buttons

Now—parameters and filters can be hidden
New in 2019.2 — Show/Hide Menu Options

Demo
Details on Demand

• How to incorporate color wisely
• Avoid visual clutter
• Be consistent with color and fonts
• Top down approach is best
• Use Tableau’s new Explain Data feature to go from
“what happened” to “why did it happen”
• ABC—Always Be Comparing
Summary — What We Learned

• Tableau Dashboards that Captivate and Communicate
• Creating A Big Numbers KPI Dashboard in Tableau
• Our Favorite New Features in Tableau 2019.3
• TC19 Session: Raise the Bar - Latest Dashboard Objects
Additional Tableau Resources

Enjoy the Full Webinar Presentation
37©2018 Senturus, Inc. All rights reserved.
To view the video recording and download the slide deck
go to
dashboards/
Visit our website to access our library of free BI
knowledge resources including events, blogs, demos,
whitepapers, other on-demand webinars and our
dashboard gallery
https://senturus.com/senturus-resources/

• We can mentor you so you learn how to resolve your
BI challenges
• We can give you access to an entire team of BI
experts to fill in as needed
Mentoring: https://senturus.com/?p=462
Expert Staffing: https://www.senturus.com/?p=6497
Contact us at: info@senturus.com or 888 601 6010 ext. 87
Need Additional Help with Tableau?

Business Analytics Consultants
WHO WE ARE

Decisions & Actions
Business Needs
Analysis Ready Data
Bridging the Gap between Data & Decision Making

• Dashboards, reporting and visualizations
• Data preparation and modern data warehousing
• Hybrid BI environments (migrations, security, etc.)
• BI support retainer (expertise on demand)
• Software to enable bimodal BI and platform migrations
• Training and mentoring
Full Spectrum of Services for BI

42Senturus, Inc. – Proprietary and Confidential
1300+ Clients, 2500+ Projects, 19+ Years

www.senturus.com/senturus-resources/
Free Resources
Check out these Tableau resources:
• https://senturus.com/resources/tableau-dashboards-captivate-
communicate/
• https://senturus.com/blog/creating-a-big-numbers-kpi-dashboard-in-
tableau/

Training for Power BI, Tableau, Power BI & Cognos
https://senturus.com/training/

Thank You!
www.senturus.com
info@senturus.com
888 601 6010
Copyright 2019 by Senturus, Inc.
This entire presentation is copyrighted and may not be
reused or distributed without the written consent of
Senturus, Inc.

Dazzling Tableau Dashboards

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