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TABLEAU DASHBOARDS THAT CAPTIVATE
& COMMUNICATE
Characteristics of Well Designed,
Interactive Dashboards
• Introductions
• Interactive dashboards defined
• Context
• Color
• Know your audience
• Parameters
• Senturus overview
• Additional resources
• Q&A
Agenda
©2019 Senturus, Inc. All rights reserved.
©2019 Senturus, Inc. All rights reserved.
Michael Weinhauer
Practice Area Director
/Solutions Architect
Senturus, Inc.
Presenters
Kyle Biehle
Tableau Solutions Architect
Senturus, Inc.
Hundreds of Free Resources
©2019 Senturus, Inc. All rights reserved. 4
www.senturus.com/resources/
This slide deck is from the webinar
Tableau Dashboards that Captivate & Communicate
To view the FREE video recording and download this
deck, go to
https://senturus.com/resources/tableau-dashboards-
captivate-communicate/
Like What You See?
©2019 Senturus, Inc. All rights reserved. 5
CHARACTERISTICS OF WELL-DESIGNED
INTERACTIVE DASHBOARDS
What Is An Interactive Dashboard?
©2019 Senturus, Inc. All rights reserved.
Characteristics of Well-Designed
Interactive Dashboards
©2019 Senturus, Inc. All rights reserved.
• Visual
• Intuitive
• Comprehensive
• Clean/efficient
• Consistent
• Immersive
• Inexhaustible
Most importantly: Always Be Comparing
Why Should We Visualize Data?
©2019 Senturus, Inc. All rights reserved.
Visualization allows us to
• Make comparisons
• Identify trends
Everyone’s First Dashboard Looks Pretty Much
the Same
©2019 Senturus, Inc. All rights reserved.
How Many 9s Do You See?
©2019 Senturus, Inc. All rights reserved.
How About Now?
©2019 Senturus, Inc. All rights reserved.
Preattentive Attributes of Visual Perception
©2019 Senturus, Inc. All rights reserved.
For the Category Binders, Which State Had the Highest
Sales and How Many States Had a Negative Profit?
©2019 Senturus, Inc. All rights reserved.
For the Category Binders, Which State Had the Highest
Sales and How Many States Had a Negative Profit?
©2019 Senturus, Inc. All rights reserved.
Select the Right Chart(s) to Convey Your Message
©2019 Senturus, Inc. All rights reserved.
Challenge: Let’s try to find all possible ways to visualize a
ludicrously small data set
• Just two numbers 75 and 37
• Then pick which is the best visualization
Comparison Test: Which Region Did Technology
Products Represent the Highest Percentage of Sales?
©2019 Senturus, Inc. All rights reserved.
Which Region Did Technology Products Represent
the Highest Percentage of Sales?
©2019 Senturus, Inc. All rights reserved.
All of the Options: Which Region Did Technology
Products Represent the Highest Percentage of Sales?
©2019 Senturus, Inc. All rights reserved.
Enjoy the Full Webinar Presentation
20©2018 Senturus, Inc. All rights reserved.
To view the video recording and download the slide deck
go to
https://senturus.com/resources/tableau-dashboards-
captivate-communicate/
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/
Context Is Key
©2019 Senturus, Inc. All rights reserved.
How big is the moon?
Context Is Key
©2019 Senturus, Inc. All rights reserved.
About this big…
Context Is Key
©2019 Senturus, Inc. All rights reserved.
• Compared to what?
• Be accurate and honest
Context Is Key
©2019 Senturus, Inc. All rights reserved.
A little more context
Use of Color
©2019 Senturus, Inc. All rights reserved.
Avoid using color if a label will do
Use of Color
©2019 Senturus, Inc. All rights reserved.
Limit the use of color – less is more
Use of Color
©2019 Senturus, Inc. All rights reserved.
Be consistent in use of categorical color and don’t re-use
the same colors
Use of Color
©2019 Senturus, Inc. All rights reserved.
Be consistent in use of continuous colors based on
measures – especially percentages
Use of Color
©2019 Senturus, Inc. All rights reserved.
Use bright colors sparingly – especially red
The Information Seeking Mantra
©2019 Senturus, Inc. All rights reserved.
Everyone’s Second Dashboard – Lots of Clutter
©2019 Senturus, Inc. All rights reserved.
Keep it simple
• More is often less and less is often more
• Ask what each chart is contributing to insight
Know Your Audience
©2019 Senturus, Inc. All rights reserved.
Only include the data that they need to accomplish their
defining task
Make Interactions Intuitive and Immersive
©2019 Senturus, Inc. All rights reserved.
Encode your dashboard with click-actions to keep the
user in the flow
Context Is Key – How Big Is the Difference? And
Do I Care?
©2019 Senturus, Inc. All rights reserved.
Adding sales goals and prior year values provides
meaningful context and comparison values in one chart
Adding More Context and Details on Demand
©2019 Senturus, Inc. All rights reserved.
Use Parameters
©2019 Senturus, Inc. All rights reserved.
Each Element Should Contribute to the
Enhancement of the Whole
©2019 Senturus, Inc. All rights reserved.
• Should be aesthetically pleasing: clean, not cluttered
• Should be intuitive: you should “get” how the pieces fit
together
• Each element should meet a specific need
• Each should offer something different that enhances the
understanding of the whole
Create a Consistent Look and Feel for Your
Dashboards
©2019 Senturus, Inc. All rights reserved.
Remember
©2019 Senturus, Inc. All rights reserved.
• Leverage chart types that your audience will understand
without unnecessary explanation
• Make the interactions intuitive – anticipate the next
question
• Don’t over complicate with color – keep it consistent and
to a minimum
• Use parameterized views to add additional analytical
capability without adding clutter
• Leverage tooltips effectively to keep the user immersed
• Make sure the visuals make for easy comparisons of
differences
• Always be comparing
Enjoy the Full Webinar Presentation
40©2018 Senturus, Inc. All rights reserved.
To view the video recording and download the slide deck
go to
https://senturus.com/resources/tableau-dashboards-
captivate-communicate/
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/
• Access to an entire team of BI experts to fill in as
needed
• High level, strategic guidance to boots-on-the- ground
assistance and everything in between
• Expand your in-house expertise or augment your staff
Learn more at https://www.senturus.com/?p=6497
Contact us at: info@senturus.com or 888 601 6010 ext. 87
BI Concierge Service
©2019 Senturus, Inc. All rights reserved. 41
Business Analytics Consultants
WHO WE ARE
Decisions & Actions
©2019 Senturus, Inc. All rights reserved.
Business Needs
Analysis Ready Data
Bridging the Gap between Data & Decision Making
• Dashboards, reporting & visualizations
• Data preparation & modern data warehousing
• Self-service business analytics
• Salesforce reporting
• Proprietary software to enable bimodal BI and platform
migrations
Business Analytics Architects
©2019 Senturus, Inc. All rights reserved.
1200+ Clients, 2000+ Projects, 18+ Years
©2019 Senturus, Inc. All rights reserved.
ADDITIONAL RESOURCES
Upcoming Events
©2019 Senturus, Inc. All rights reserved.
www.senturus.com/events
www.senturus.com/senturus-resources/
Free Resources
©2019 Senturus, Inc. All rights reserved.
Tableau Training Options
©2019 Senturus, Inc. All rights reserved.
https://senturus.com/training/tableau-training/
©2019 Senturus, Inc. All rights reserved.
https://senturus.com/training/course-schedule-2/
Upcoming Tableau Course Schedule
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.

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Tableau Dashboards that Captivate & Communicate

  • 1. TABLEAU DASHBOARDS THAT CAPTIVATE & COMMUNICATE Characteristics of Well Designed, Interactive Dashboards
  • 2. • Introductions • Interactive dashboards defined • Context • Color • Know your audience • Parameters • Senturus overview • Additional resources • Q&A Agenda ©2019 Senturus, Inc. All rights reserved.
  • 3. ©2019 Senturus, Inc. All rights reserved. Michael Weinhauer Practice Area Director /Solutions Architect Senturus, Inc. Presenters Kyle Biehle Tableau Solutions Architect Senturus, Inc.
  • 4. Hundreds of Free Resources ©2019 Senturus, Inc. All rights reserved. 4 www.senturus.com/resources/
  • 5. This slide deck is from the webinar Tableau Dashboards that Captivate & Communicate To view the FREE video recording and download this deck, go to https://senturus.com/resources/tableau-dashboards- captivate-communicate/ Like What You See? ©2019 Senturus, Inc. All rights reserved. 5
  • 7. What Is An Interactive Dashboard? ©2019 Senturus, Inc. All rights reserved.
  • 8. Characteristics of Well-Designed Interactive Dashboards ©2019 Senturus, Inc. All rights reserved. • Visual • Intuitive • Comprehensive • Clean/efficient • Consistent • Immersive • Inexhaustible Most importantly: Always Be Comparing
  • 9. Why Should We Visualize Data? ©2019 Senturus, Inc. All rights reserved. Visualization allows us to • Make comparisons • Identify trends
  • 10. Everyone’s First Dashboard Looks Pretty Much the Same ©2019 Senturus, Inc. All rights reserved.
  • 11. How Many 9s Do You See? ©2019 Senturus, Inc. All rights reserved.
  • 12. How About Now? ©2019 Senturus, Inc. All rights reserved.
  • 13. Preattentive Attributes of Visual Perception ©2019 Senturus, Inc. All rights reserved.
  • 14. For the Category Binders, Which State Had the Highest Sales and How Many States Had a Negative Profit? ©2019 Senturus, Inc. All rights reserved.
  • 15. For the Category Binders, Which State Had the Highest Sales and How Many States Had a Negative Profit? ©2019 Senturus, Inc. All rights reserved.
  • 16. Select the Right Chart(s) to Convey Your Message ©2019 Senturus, Inc. All rights reserved. Challenge: Let’s try to find all possible ways to visualize a ludicrously small data set • Just two numbers 75 and 37 • Then pick which is the best visualization
  • 17. Comparison Test: Which Region Did Technology Products Represent the Highest Percentage of Sales? ©2019 Senturus, Inc. All rights reserved.
  • 18. Which Region Did Technology Products Represent the Highest Percentage of Sales? ©2019 Senturus, Inc. All rights reserved.
  • 19. All of the Options: Which Region Did Technology Products Represent the Highest Percentage of Sales? ©2019 Senturus, Inc. All rights reserved.
  • 20. Enjoy the Full Webinar Presentation 20©2018 Senturus, Inc. All rights reserved. To view the video recording and download the slide deck go to https://senturus.com/resources/tableau-dashboards- captivate-communicate/ 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/
  • 21. Context Is Key ©2019 Senturus, Inc. All rights reserved. How big is the moon?
  • 22. Context Is Key ©2019 Senturus, Inc. All rights reserved. About this big…
  • 23. Context Is Key ©2019 Senturus, Inc. All rights reserved. • Compared to what? • Be accurate and honest
  • 24. Context Is Key ©2019 Senturus, Inc. All rights reserved. A little more context
  • 25. Use of Color ©2019 Senturus, Inc. All rights reserved. Avoid using color if a label will do
  • 26. Use of Color ©2019 Senturus, Inc. All rights reserved. Limit the use of color – less is more
  • 27. Use of Color ©2019 Senturus, Inc. All rights reserved. Be consistent in use of categorical color and don’t re-use the same colors
  • 28. Use of Color ©2019 Senturus, Inc. All rights reserved. Be consistent in use of continuous colors based on measures – especially percentages
  • 29. Use of Color ©2019 Senturus, Inc. All rights reserved. Use bright colors sparingly – especially red
  • 30. The Information Seeking Mantra ©2019 Senturus, Inc. All rights reserved.
  • 31. Everyone’s Second Dashboard – Lots of Clutter ©2019 Senturus, Inc. All rights reserved. Keep it simple • More is often less and less is often more • Ask what each chart is contributing to insight
  • 32. Know Your Audience ©2019 Senturus, Inc. All rights reserved. Only include the data that they need to accomplish their defining task
  • 33. Make Interactions Intuitive and Immersive ©2019 Senturus, Inc. All rights reserved. Encode your dashboard with click-actions to keep the user in the flow
  • 34. Context Is Key – How Big Is the Difference? And Do I Care? ©2019 Senturus, Inc. All rights reserved. Adding sales goals and prior year values provides meaningful context and comparison values in one chart
  • 35. Adding More Context and Details on Demand ©2019 Senturus, Inc. All rights reserved.
  • 36. Use Parameters ©2019 Senturus, Inc. All rights reserved.
  • 37. Each Element Should Contribute to the Enhancement of the Whole ©2019 Senturus, Inc. All rights reserved. • Should be aesthetically pleasing: clean, not cluttered • Should be intuitive: you should “get” how the pieces fit together • Each element should meet a specific need • Each should offer something different that enhances the understanding of the whole
  • 38. Create a Consistent Look and Feel for Your Dashboards ©2019 Senturus, Inc. All rights reserved.
  • 39. Remember ©2019 Senturus, Inc. All rights reserved. • Leverage chart types that your audience will understand without unnecessary explanation • Make the interactions intuitive – anticipate the next question • Don’t over complicate with color – keep it consistent and to a minimum • Use parameterized views to add additional analytical capability without adding clutter • Leverage tooltips effectively to keep the user immersed • Make sure the visuals make for easy comparisons of differences • Always be comparing
  • 40. Enjoy the Full Webinar Presentation 40©2018 Senturus, Inc. All rights reserved. To view the video recording and download the slide deck go to https://senturus.com/resources/tableau-dashboards- captivate-communicate/ 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/
  • 41. • Access to an entire team of BI experts to fill in as needed • High level, strategic guidance to boots-on-the- ground assistance and everything in between • Expand your in-house expertise or augment your staff Learn more at https://www.senturus.com/?p=6497 Contact us at: info@senturus.com or 888 601 6010 ext. 87 BI Concierge Service ©2019 Senturus, Inc. All rights reserved. 41
  • 43. Decisions & Actions ©2019 Senturus, Inc. All rights reserved. Business Needs Analysis Ready Data Bridging the Gap between Data & Decision Making
  • 44. • Dashboards, reporting & visualizations • Data preparation & modern data warehousing • Self-service business analytics • Salesforce reporting • Proprietary software to enable bimodal BI and platform migrations Business Analytics Architects ©2019 Senturus, Inc. All rights reserved.
  • 45. 1200+ Clients, 2000+ Projects, 18+ Years ©2019 Senturus, Inc. All rights reserved.
  • 47. Upcoming Events ©2019 Senturus, Inc. All rights reserved. www.senturus.com/events
  • 49. Tableau Training Options ©2019 Senturus, Inc. All rights reserved. https://senturus.com/training/tableau-training/
  • 50. ©2019 Senturus, Inc. All rights reserved. https://senturus.com/training/course-schedule-2/ Upcoming Tableau Course Schedule
  • 51. 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.