Method360 is an IT consulting company focused on data and analytics, headquartered in San Francisco with over 100 employees. The document details a presentation on designing effective Tableau dashboards, including gathering requirements, layout design, and user interface polishing, emphasizing the importance of user-centered design for business intelligence solutions. It also highlights the presenter Jeremy Alper's expertise in creating dashboards for Fortune 500 companies.

1. © 2015 Method360, Inc. All rights reserved.
Tableau Dashboards
Presented By
Jeremy Alper | Sr. Consultant, Business Intelligence

2. © 2015 Method360, Inc. All rights reserved.
Method360COMPANY OVERVIEWAbout Us
Leading Information Technology Consulting
Services Company
• Headquartered in San Francisco, CA
Local offices in San Diego, Chicago, Dallas,
Pittsburgh, and Calgary
• Celebrating Our 15th Year of Operations
• 100+ Employees Throughout the US
• Focus on Data, Analytics and Testing
• Strong Emphasis on Consultant Quality and
Client Relationship
• Onsite, Offsite and Nearshore Capabilities
• Certified SAP Services Partner

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Method360
@JeremyAlper
Jeremy Alper
Sr. Consultant
Business Intelligence
Jeremy has over 10 years experience in data visualization. He’s
designed dozens of executive level dashboard solutions for Fortune
500 companies in various sectors. His ability to transform data into
information continues to help businesses rethink the way they do BI.
Introduction TABLEAU DASHBOARDS

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Method360Session Overview
• How to gather requirements
• Design the dashboard layout
• Polishing the UI
• Top 10 Tableau tips and techniques
• Open Q&A
TABLEAU DASHBOARDS

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Method360
Business Value
UXUI
Dashboards
Pretty and useful
but hard to use
Easy to use and
useful but ugly
Pretty and easy to
use but not useful
Ideal dashboard
Useful, Pretty and
Easy to Use
TABLEAU DASHBOARDS

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Method360Gathering Requirements TABLEAU DASHBOARDS
Ask users what facts &
dimensions they would
like to see
Build dashboard
Users consume
dashboard and determine
what business questions
can be answered
Ask users what
business
questions they
need answered
Determine what
data is needed
to answer the
questions
Determine how
to present data
most effectively
to answer the
questions
Build
dashboard
Users consume
dashboard
designed to
answer their
business
questions
Typical approach
Our approach

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Method360Designing the Layout TABLEAU DASHBOARDS
Those from western cultures interpret visual input from left to right, top to bottom
• Align your layout to better connect with the audience
High-Value Real Estate
Low-Value Real Estate

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Method360Designing the Layout TABLEAU DASHBOARDS
This story goes from right to left, which is unintuitive

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Method360Designing the Layout TABLEAU DASHBOARDS
The story should unfold left to right, top to bottom

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Method360Designing the Layout TABLEAU DASHBOARDS
“Show history by” filter only affects one of the two components in front of it

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Method360Designing the Layout TABLEAU DASHBOARDS
Place it directly within the component it controls to avoid confusion

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Method360Designing the Layout TABLEAU DASHBOARDS
Apply the same methodology when using action filters/drill between components

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Method360Designing the Layout TABLEAU DASHBOARDS
“A” can filter B

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Method360Designing the Layout TABLEAU DASHBOARDS
But “B” shouldn’t filter “A”

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Method360Designing the Layout TABLEAU DASHBOARDS
“A” should either filter both “B” and “C”, or filter neither

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Method360Designing the Layout TABLEAU DASHBOARDS
“B” can filter “C”, but shouldn’t filter “A”

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Method360Designing the Layout TABLEAU DASHBOARDS
“C” shouldn’t filter “A” or “B”

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Method360Designing the Layout TABLEAU DASHBOARDS
What does this
graph tell us?

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Method360Designing the Layout TABLEAU DASHBOARDS
Benchmark: Product
Average
Benchmark: Target
Benchmark: YTD Average Benchmark: Prior Year

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Method360Designing the Layout TABLEAU DASHBOARDS
Scenario: The CEO of Superstore would like a dashboard that answers the following question:
• “Which product sub-categories had a negative year over year profit variance this month?”
WHO
Which sub-categories
had negative Y/Y Profit?
WHAT
What was the Y/Y
profit variance
Chairs
WHERE
Which states had the
most negative Y/Y
profit
WHY
Why was there a negative Y/Y profit?
HOW
How did profit
decrease? Decreased
sales? Increase
expenses?
WHEN
When did profit begin
to decline?
-$2,000 Mar 2014
California, Washington Decreased Revenue

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Method360Designing the Layout TABLEAU DASHBOARDS
WHO
Which sub-categories
had negative Y/Y Profit?

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Method360Designing the Layout TABLEAU DASHBOARDS
WHO
Which of my stores had a
negative Y/Y margin?
WHAT
What was the Y/Y profit
variance

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Method360Designing the Layout TABLEAU DASHBOARDS
WHO
Which of my stores had a
negative Y/Y margin?
WHAT
What was the Y/Y profit
variance for chairs
WHEN
When did profit begin to
decline?

32. © 2015 Method360, Inc. All rights reserved.
Method360Designing the Layout TABLEAU DASHBOARDS
WHO
Which of my stores had a
negative Y/Y margin?
WHAT
What was the Y/Y profit
variance for chairs
WHEN
When did chair profit
begin to decline?
WHERE
Which states had the
most negative Y/Y profit

33. © 2015 Method360, Inc. All rights reserved.
Method360Designing the Layout TABLEAU DASHBOARDS
WHO
Which of my stores had a
negative Y/Y margin?
WHAT
What was the Y/Y profit
variance for chairs
WHEN
When did chair profit
begin to decline?
WHERE
Which states had the
most negative Y/Y profit
HOW
How did profit decrease?
Decreased sales?
Increase expenses?

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Method360Polishing the UI TABLEAU DASHBOARDS
“Above all else show the data” – Edward Tufte, 1983

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Method360Polishing the UI TABLEAU DASHBOARDS
“With a dashboard, every unnecessary piece of information results in time
wasted trying to filter out what’s important, which is intolerable when time
is of the essence.” – Stephen Few

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Method360Polishing the UI TABLEAU DASHBOARDS

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Method360Polishing the UI TABLEAU DASHBOARDS

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Method360Polishing the UI TABLEAU DASHBOARDS

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Method360Polishing the UI TABLEAU DASHBOARDS

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Method360Polishing the UI TABLEAU DASHBOARDS

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Method360Polishing the UI TABLEAU DASHBOARDS

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Method360Live Demo TABLEAU DASHBOARDS

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Method360Q&A TABLEAU DASHBOARDS

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Method360More webinars…
Check out our YouTube channel to view more webinars on-demand
TABLEAU DASHBOARDS

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Method360Contact Information
P R E S E N T E R
S A L E S & M A R K E T I N G
GREG CLARKE
714.380.2753
gclarke@method360.com
JEREMY ALPER
401.632.6971
jalper@method360.com
TABLEAU DASHBOARDS

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Method360Thank You
E N D - T O - E N D S E R V I C E S . H I G H V A L U E S O L U T I O N S .
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