1. Building Great DashboardsBest practices, tips, tricks and skillsPRESENTED BYName HereMrunal ShridharProduct Consultant, Europe

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. 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. 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. FrameworkA1AA2Deductive Why? linkB1 Inductive link B B2ThesisC B3 How?D Where? E 2012 Tableau Software Inc. All rights reserved. 6. Navigation Top to down, left to right F visual decoding Drill from higher to lower detail Drill from higher to lower importance2012 Tableau Software Inc. All rights reserved. 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 dashboards2012 Tableau Software Inc. All rights reserved. 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. 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 time2012 Tableau Software Inc. All rights reserved. 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 views2012 Tableau Software Inc. All rights reserved. 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. 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 size2012 Tableau Software Inc. All rights reserved. 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. 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 intact2012 Tableau Software Inc. All rights reserved. 15. Tableau 8.0 Whats New` 2012 Tableau Software Inc. All rights reserved. 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. Questions?mshridhar@tableausoftware.com2012 Tableau Software Inc. All rights reserved.