DATA VISUALIZATION FOR MANAGERS MODULE 5| Bringing Together with Dashboard| BUSINESS ANALYTICS PAPER 1 |MBA SEM 3| RTMNU NAGPUR UNIVERSITY| BY JAYANTI R PANDE MBA Notes by Jayanti Pande #JayantiPande #MBA #MBAnotes #BusinessAnalyticsNotes

1. Copyright © 2023 Jayanti Rajdevendra Pande. All rights reserved.
- Jayanti R Pande
DGICM College, Nagpur
Sales
RASHTRASANT TUKDOJI MAHARAJ NAGPUR UNIVERSITY
MBA
SEMESTER: 3
SPECIALIZATION
BUSINESS ANALYTICS (BA 1)
SUBJECT
DATA VISUALIZATION FOR MANAGERS
MODULE NO : 5
BRINGING TOGETHER WITH
DASHBOARD

2. Copyright © 2023 Jayanti Rajdevendra Pande. All rights reserved.
Q1. How Tableau Dashboard can be used as facilitator?
A Tableau dashboard is a visually interactive representation of data that consolidates multiple visualizations and data sources
into a single, unified interface. It allows users to explore, analyse, and gain insights from complex datasets through interactive
charts, graphs, and filters.
TABLEAU DASHBOARDS FUNCTION AS FACILITATORS
1. Comprehensive Data Visualization: Tableau dashboards enable the amalgamation of diverse datasets into visually appealing and
comprehensive displays. Users can view multiple dimensions and measures simultaneously, allowing for a holistic understandingof the data
landscape. By presenting data in an intuitive visual format, dashboards facilitate quick comprehension of complex information.
2. Interactive Exploration: Interactivity lies at the core of Tableau dashboards. Users can apply filters, drill down into specific data points, and
dynamically adjust parameters. This interactivity fosters a hands-on approach to data exploration, allowing users to focus on particular
aspects of the data. Interactive elements like sliders and drop-down menus provide real-time feedback, enabling users to observe data
changes instantly.
3. Real-time Data Analysis: Tableau dashboards provide the unique advantage of real-time data analysis. Users can make on-the-fly
adjustments, instantly observing the impact on visualizations. This real-time interaction accelerates the analytical process, allowing for swift
hypothesis testing and scenario exploration. Users can experiment with different filters, dimensions, and measures, leading to a deeper
understanding of the data’s nuances.
4. Customization and Personalization: Dashboards in Tableau are highly customizable. Users can tailor the visualizations, colours, and layouts
to match specific requirements. Customization facilitates the creation of visually appealing and user-friendly interfaces, enhancing the overall
user experience. Additionally, dashboards can be personalized for different user roles, ensuring that each stakeholder accesses the most
relevant information.
5. Collaborative Decision-making: Tableau dashboards promote collaborative decision-making by providing a shared platform for data
exploration. Multiple stakeholders can interact with the same dashboard, facilitating discussions based on real-time data insights.
Collaborative features allow users to annotate visualizations, share comments, and collaborate seamlessly. This collaborative environment
fosters a data-driven decision-making culture within organizations.

3. Copyright © 2023 Jayanti Rajdevendra Pande. All rights reserved.
Q2. How can we use Interactive data visualization software to improve the Dashboard?
leveraging interactive data visualization software equips users with the tools necessary to create dynamic, engaging, and
insightful dashboards. By capitalizing on these features, businesses can foster data-driven decision-making, enhance stakeholder
engagement, and elevate the overall impact of their dashboards.
USE INTERACTIVE DATA VISUALIZATION SOFTWARE TO IMPROVE THE DASHBOARD
• Drag-and-drop Interface: Interactive data visualization tools offer intuitive drag-and-drop interfaces, simplifying the process of
dashboard creation and customization. This user-friendly approach saves time and effort, enabling users to effortlessly
explore and interpret data.
• Advanced Visualization Options: These tools provide a diverse array of visualization options, encompassing various chart
types, maps, and interactive elements. This diversity empowers users to craft visually compelling and informative
dashboards, facilitating a deeper understanding of complex datasets.
• Real-time Data Updates: Interactive visualization software ensures real-time data updates, allowing users to observe changes
in their datasets instantly. This feature is invaluable for scenario analysis, enabling users to assess different variables' impact
on the data dynamically.
• Data Integration and Connectivity: Robust data integration and connectivity capabilities are fundamental. These tools
seamlessly connect to multiple data sources, enabling the import and analysis of data from diverse channels. This ensures
that dashboards are not only visually appealing but also rich in accurate, up-to-date information.
• Customization and Branding: Interactive data visualization software offers extensive customization and branding options.
Users can tailor dashboards to specific audiences, incorporating personalized designs, color schemes, and corporate
branding elements. Customization ensures that dashboards align with organizational aesthetics and effectively convey the
intended message to stakeholders.

4. Copyright © 2023 Jayanti Rajdevendra Pande. All rights reserved.
Q3. State the right ways to build a dashboard.
RIGHT WAYS TO BUILD A DASHBOARD
1. Clear and Concise Layout: Design the dashboard with a clear and consistent layout. Utilize appropriate visualizations, maintain
consistency in color schemes, and use concise labels and titles to enhance readability and user comprehension.
2. Focus on Key Metrics: Identify and emphasize the key metrics that are crucial for users. Present these metrics prominently,
allowing users to quickly grasp essential information without overwhelming them with excessive data points.
3. Utilize Filters and Parameters: Incorporate interactive elements such as filters and parameters to enable users to explore data
dynamically. Filters permit users to focus on specific data subsets, while parameters enhance interactivity by allowing users to
change values dynamically.
4. Choose Appropriate Data Granularity: Select the right level of detail (granularity) for your data based on user needs and
objectives. Avoid overwhelming users with overly detailed or excessively summarized information. Present data at a level that
aligns with users' understanding and the purpose of the dashboard.
5. Maintain Data Accuracy: Ensure the accuracy and reliability of the data presented on the dashboard. Regularly validate data
sources, update information as necessary, and clearly indicate data sources and update timestamps to establish
trustworthiness.
6. Balance Aesthetics with Functionality: While aesthetics are essential, prioritize functionality and usability. Strive for an
appealing design without compromising the dashboard's effectiveness. Visual elements should enhance, not distract from, the
data being presented.
7. Test and Iterate: Gather feedback from users and stakeholders to identify areas of improvement. Iterate on the design based
on user feedback, making necessary adjustments to enhance user experience and ensure the dashboard's effectiveness in
conveying information.

5. Copyright © 2023 Jayanti Rajdevendra Pande. All rights reserved.
Q4. What are the wrong ways to build a dashboard?
WRONG WAYS TO BUILD A DASHBOARD
1. Overloading the Dashboard: Overwhelming the dashboard with excessive data can confuse users. Focus on essential metrics,
avoiding data overload, and present information in a clear and concise manner.
2. Using Inappropriate Visualizations: Selecting improper visualizations can hinder data interpretation. Choose visualizations that
align with the data type and message, ensuring clarity and understanding.
3. Cluttered or Inconsistent Layout: A cluttered or inconsistent layout can confuse users. Maintain a clean, organized layout with
consistent design elements, making it easier for users to navigate and comprehend the content.
4. Failing to Allow Data Exploration: Lack of interactive elements such as filters and parameters restricts users from exploring the
data. Incorporate interactive features to enable users to delve into specific data subsets, enhancing user engagement and
insights.
5. Ignoring User Feedback: Disregarding feedback from users and stakeholders can lead to ineffective dashboards. Regularly
gather feedback, analyze user interactions, and iterate on the dashboard design to improve user experience and usefulness.
Avoiding these pitfalls ensures that your dashboard remains user-friendly, informative, and conducive to effective decision-
making.

6. Copyright © 2023 Jayanti Rajdevendra Pande. All rights reserved.
Q5. Explain the best practices to build dashboard.
BEST PRACTICES TO BUILD DASHBOARD
Following are the best practices to follow when building dashboards in Tableau:
1. Clear and Concise Layout: Ensure the dashboard has a clear and consistent layout that is easy to understand. Use appropriate
visualizations, maintain consistency, and use clear labels and titles for a cohesive design.
2. Focus on Key Metrics: Highlight the most critical metrics relevant to the user. Present these metrics prominently to allow users
to quickly grasp essential information.
3. Use Filters and Parameters: Implement filters, parameters, and interactive elements to enable users to explore data freely.
Allow users to drill down into specific dimensions or measures, enhancing interactivity.
4. Appropriate Data Granularity: Present data at a level of detail suitable for the audience. Consider the users' needs and goals to
determine the appropriate level of granularity for effective communication.
5. Choose Appropriate Visualizations: Select visualizations tailored to the data type and the dashboard's objectives. Different
types of data require specific visualization types to convey information accurately.
6. Clear Labels and Titles: Utilize clear and concise labels and titles that accurately describe the data. Well-labeled visualizations
enhance user understanding and interpretation.
7. Branding and Customization: Customize the dashboard to align with the user's needs and branding requirements. Incorporate
custom colors, logos, and branding elements to create a personalized and engaging dashboard.

7. Copyright © 2023 Jayanti Rajdevendra Pande. All rights reserved.
Q6. How Advanced Dashboard in tableau is built?
Building advanced dashboards in Tableau involves leveraging a variety of features and techniques to create interactive and insightful
visualizations. Here's a breakdown of the steps and considerations for building advanced Tableau dashboards:
Building advanced dashboards in Tableau
1. Utilize Diverse Visualization Types
2. Implement Interactive Elements
3. Harness Calculated Fields and Table
Calculations
4. Leverage Data Blending
5. Implement Data Storytelling Techniques
7. Evaluate & Refine
6. Optimize User Experience
1. Utilize Diverse Visualization Types:
Incorporate a wide array of visualization types, including charts,
maps, tables, heat maps, and more. Each visualization type offers
unique insights into the data and enhances user understanding.
2. Implement Interactive Elements:
Integrate interactive elements such as filters, parameters, drop-down
menus, and sliders. These elements empower users to explore
specific aspects of the data dynamically, facilitating a more
personalized and insightful experience.
3. Harness Calculated Fields and Table Calculations:
Create calculated fields and utilize table calculations to perform
advanced calculations. These custom calculations enable the
transformation and analysis of data, allowing for the generation of
new insights and metrics not readily available in the raw data.

8. Copyright © 2023 Jayanti Rajdevendra Pande. All rights reserved.
4. Leverage Data Blending:
Combine data from multiple sources using data blending. By blending data, you can create a comprehensive view that
incorporates information from different datasets. This integration enhances the depth of analysis and provides a holistic
perspective on the data.
5. Implement Data Storytelling Techniques:
Use data storytelling techniques to craft compelling narratives. Integrate visualizations, text annotations, and images to
create a cohesive story around the data. Narratives help contextualize insights, making them more accessible and engaging
for the audience.
6. Optimize User Experience:
Ensure the dashboard's layout is intuitive and user-friendly. Arrange visualizations logically, providing a seamless flow for
users to explore the data effortlessly. Consider the user's perspective to optimize the dashboard's usability and impact.
7. Evaluate & Refine
Regularly test the dashboard with end-users to gather feedback. Refine the design based on user input, making necessary
adjustments to enhance clarity, interactivity, and overall user satisfaction.

9. Copyright © 2023 Jayanti Rajdevendra Pande. All rights reserved.
Q7. Write a note on sharing dashboard with Interactive Data Visualization software Reader & Server.
METHODS TO SHARE TABLEAU DASHBOARDS WITH READERS AND SERVERS
1 Publish to Tableau Server:
• Utilize Tableau Desktop's "Publish" option.
• Upload the dashboard to Tableau Server, a web-based platform accessible from any device with a web browser.
• Users can access and interact with the dashboard online.
2 Share as a Web Page:
• Use Tableau Desktop's "Share" option to generate a link to the dashboard.
• Share the link with others; accessible from any device with a web browser.
• Users can view and interact with the dashboard online.
3 Export as a PDF or Image:
• Employ Tableau Desktop's "Export" feature.
• Save the dashboard as a PDF or image file.
• Share the file via email or other file-sharing methods.
• Users can view the static version of the dashboard.
4 Embed in a Website or Blog:
• Utilize Tableau Desktop's "Embed" option to create an HTML code snippet.
• Paste the code snippet into the website or blog.
• Users can view and interact with the dashboard directly from the website.

10. Copyright © 2023 Jayanti Rajdevendra Pande. All rights reserved.
Q8. How to design mobile consumption through Tableau?
DESIGNING TABLEAU DASHBOARDS FOR MOBILE CONSUMPTION
1 Responsive Design:
• Implement responsive design techniques to ensure the dashboard adjusts seamlessly to various screen sizes and resolutions.
• Adapt visualizations dynamically to fit the device being used, enhancing readability and interaction on mobile devices.
2 Mobile-Friendly Visualization Types:
• Opt for visualization types suitable for mobile consumption, such as maps and scatter plots.
• Avoid overly complex charts on small screens; prioritize clarity and simplicity for enhanced understanding.
3 Clear and Concise Labels/Titles:
• Utilize clear and concise labels and titles to enhance readability on small screens.
• Avoid lengthy or intricate text; opt for straightforward and easily comprehensible descriptions.
4 Interactive Elements:
• Incorporate interactive elements like filters and parameters, enabling users to explore data in-depth.
• Enhance user engagement by allowing focused exploration of specific data aspects on mobile devices.
5 Appropriate Data Granularity:
• Opt for suitable data granularity to prevent overwhelming users with excessive details.
• Balance providing meaningful insights without overcrowding the small screen space, ensuring a user-friendly experience on
mobile devices.
By adhering to these considerations, you can create Tableau dashboards optimized for mobile consumption, ensuring users can
access and comprehend the data effectively on their handheld devices.