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10 Best Practices for Tableau Dashboard Design: Data Exploration and Actionable Insights

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10 Best Practices for Tableau Dashboard Design: Data Exploration and Actionable Insights

Top 10 best practices for building dashboards w/ Tableau Desktop. View the webinar video recording and download this deck. http://www.senturus.com/resources/10-best-practices-for-tableau-dashboard-design/.

This webinar provides tips for effective dashboard design, better approaches for creating user interfaces and new ideas on what dashboards can do to drive actionable insights. The following best practices are discussed: 1) How to design a dashboard with a goal in mind, 2) How the overall dashboard layout impacts effectiveness, 3) How to design for best performance, 4) Which chart type works best for a specific goal, 5) How to use the three color types effectively, 6) How to get the most impact from text, 7) How to minimize dashboard objects while maximizing actionable insights, 8) When to use any of the three basic types of navigation, 9) Some things to (almost) never do and 10) Two guiding principles for all dashboards.

Senturus, a business analytics consulting firm, has a resource library with hundreds of free recorded webinars, trainings, demos and unbiased product reviews. Take a look and share them with your colleagues and friends: http://www.senturus.com/resources/.

Top 10 best practices for building dashboards w/ Tableau Desktop. View the webinar video recording and download this deck. http://www.senturus.com/resources/10-best-practices-for-tableau-dashboard-design/.

This webinar provides tips for effective dashboard design, better approaches for creating user interfaces and new ideas on what dashboards can do to drive actionable insights. The following best practices are discussed: 1) How to design a dashboard with a goal in mind, 2) How the overall dashboard layout impacts effectiveness, 3) How to design for best performance, 4) Which chart type works best for a specific goal, 5) How to use the three color types effectively, 6) How to get the most impact from text, 7) How to minimize dashboard objects while maximizing actionable insights, 8) When to use any of the three basic types of navigation, 9) Some things to (almost) never do and 10) Two guiding principles for all dashboards.

Senturus, a business analytics consulting firm, has a resource library with hundreds of free recorded webinars, trainings, demos and unbiased product reviews. Take a look and share them with your colleagues and friends: http://www.senturus.com/resources/.

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10 Best Practices for Tableau Dashboard Design: Data Exploration and Actionable Insights

  1. 1. Data Exploration and Actionable Insights 10 BEST PRACTICES FOR TABLEAU DASHBOARD DESIGN
  2. 2. • Introduction: Today’s Presenters • 10 Best Practices for Tableau Dashboard Design – Overview and Live Demonstrations • Free Offers • Senturus Introduction Today’s Agenda 2Copyright 2015 Senturus, Inc. All Rights Reserved
  3. 3. Jim Frazier Vice President of Client Solutions Senturus Introduction: Today’s Presenters Copyright 2015 Senturus, Inc. All Rights Reserved 3 Chuck Hooper Tableau “Zen” Master
  4. 4. This slide deck is part of the “10 Best Practices for Tableau Dashboard Design” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/10-best-practices-for- tableau-dashboard-design/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear The Recording 4Copyright 2015 Senturus, Inc. All Rights Reserved
  5. 5. Resource Library Senturus’ whole purpose is to make you successful with Business Analytics. Thus, we offer a series of technology-neutral webinars, training on specific software, demonstrations, and no-holds-barred reviews of new software releases. We host dozens of live webinars every year and we offer a comprehensive library of recorded webinars, demos, white papers, presentations and case studies on our website--a wealth of learning resources. Most of our content is custom created and constantly updated, so visit us often to see what’s new in the industry. www.senturus.com/resources/ 5Copyright 2015 Senturus, Inc. All Rights Reserved
  6. 6. How long have you been using Tableau? AUDIENCE POLL
  7. 7. Overview and Live Demonstrations 10 BEST PRACTICES FOR TABLEAU DASHBOARD DESIGN
  8. 8. This slide deck is part of the “10 Best Practices for Tableau Dashboard Design” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/10-best-practices-for- tableau-dashboard-design/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear The Recording 8Copyright 2015 Senturus, Inc. All Rights Reserved
  9. 9. 1. How to design a dashboard with a goal in mind. 2. How the overall dashboard layout impacts effectiveness. 3. How to design for best performance. 4. Which chart type work best, for specific goals. 5. How to use the three color types effectively. 6. How to get the most impact from text. 7. How to minimize dashboard object while maximizing actionable insights. 8. When to use any of the three basic types of navigation. 9. Some things to (almost) never do. 10. The two fundamental, guiding principles, for all dashboards. Pulling it all together.... 9Copyright 2015 Senturus, Inc. All Rights Reserved “10 Best Good Practices for Tableau Dashboard Design”
  10. 10. 1. How to design a dashboard with a goal in mind. 2. How the overall dashboard layout impacts effectiveness. 3. How to design for best performance. 4. Which chart type work best, for specific goals. 5. How to use the three color types effectively. 6. How to get the most impact from text. 7. How to minimize dashboard object while maximizing actionable insights. 8. When to use any of the three basic types of navigation. 9. Some things to (almost) never do. 10. The two fundamental, guiding principles, for all dashboards. Pulling it all together.... 10Copyright 2015 Senturus, Inc. All Rights Reserved “10 Best Good Practices for Tableau Dashboard Design”
  11. 11. 11Copyright 2015 Senturus, Inc. All Rights Reserved Goal-Bad Customer State 0K 20K 40K 60K 80K 100K 120K 140K 160K 180K 200K 220K 240K 260K 280K 300K 320K 340K Sales $ Product Sales/Profit Summary Product Name Riverside Palais Royal Lawyers Bookcase, Royale Cherry Finish Hewlett Packard LaserJet 3310 Copier Fellowes PB500 Electric Punch Plastic Comb Binding Machine with Manual Bind Fellowes PB300 Plastic Comb Binding Machine Polycom ViewStation™ Adapter H323 Videoconferencing Unit Chromcraft Bull-Nose Wood 48" x 96" Rectangular Conference Tables Bretford CR4500 Series Slim Rectangular Table Global Troy™ Executive Leather Low-Back Tilter SAFCO PlanMaster Heigh-Adjustable Drafting Table Base, 43w x 30d x 30-37h, Black GBC DocuBind 200 Manual Binding Machine Alabama Arizona California Colorado Connecticut Delaware Florida Georgia Idaho State Sales/Profit Summary 0K 10K 20K 30K 40K 50K 60K Sales $ 70K 80K 90K 100K 110K 956 41,284 Profit $ “10 Best Good Practices for Tableau Dashboard Design”
  12. 12. 12Copyright 2015 Senturus, Inc. All Rights Reserved Goal-Good Product Cate.. Month of Ord.. Click a Bar to See Detail Region Central East South West 0K 20K 40K 60K 0K Sales $ 20K 40K 60K 0K Sales $ 20K 40K 60K 0K Sales $ 20K 40K 60K Sales $ Furniture January February March Office Supplies January February March Technology January February March Selected detail -11,989 18,731 Profit $ “10 Best Good Practices for Tableau Dashboard Design”
  13. 13. 1. How to design a dashboard with a goal in mind. 2. How the overall dashboard layout impacts effectiveness. 3. How to design for best performance. 4. Which chart type work best, for specific goals. 5. How to use the three color types effectively. 6. How to get the most impact from text. 7. How to minimize dashboard object while maximizing actionable insights. 8. When to use any of the three basic types of navigation. 9. Some things to (almost) never do. 10. The two fundamental, guiding principles, for all dashboards. Pulling it all together.... 13Copyright 2015 Senturus, Inc. All Rights Reserved “10 Best Good Practices for Tableau Dashboard Design”
  14. 14. 14Copyright 2015 Senturus, Inc. All Rights Reserved Layout-Bad Product Cont.. Region Central East South West 0K 400K 0K Sales $ 400K 0K Sales $ 400K 0K Sales $ 400K Sales $ Jumbo Box Jumbo Drum Large Box Medium Box Small Box Small Pack Wrap Bag DRIVER - Click a bar to change other charts Product Container Product Category Customer Segment Consumer Corporate Home Office Small Business 100K 200K Sales $ 100K Sales $ 100K 200K Sales $ 100K Sales $ Jumbo Box Furniture Technology Jumbo Drum Furniture Office Supplies Technology Large Box Furniture Office Supplies Technology Medium Box Furniture Office Supplies Technology Small Box Furniture Office Supplies Technology Small Pack Furniture Office SuppliesCustomer State 0K 50K 100K 150K 200K 250K 300K Sales $ Massachusetts Michigan New York Nebraska Illinois New Jersey North Carolina Maryland Utah Florida Sheet 16 “10 Best Good Practices for Tableau Dashboard Design”
  15. 15. 15Copyright 2015 Senturus, Inc. All Rights Reserved Layout-Good Product Cont.. Region Central East South West 0K 400K 0K Sales $ 400K 0K Sales $ 400K 0K Sales $ 400K Sales $ Jumbo Box Jumbo Drum Large Box Medium Box Small Box Small Pack Wrap Bag DRIVER - Click a bar to change other charts Product Container Product Category Customer Segment Consumer Corporate Home Office Small Business 100K 200K Sales $ 100K Sales $ 100K 200K Sales $ 100K Sales $ Jumbo Box Furniture Technology Jumbo Drum Furniture Office Supplies Technology Large Box Furniture Office Supplies Technology Medium Box Furniture Office Supplies Technology Small Box Furniture Office Supplies Technology Furniture Customer State Massachusetts Michigan New York Nebraska Illinois New Jersey North Carolina Maryland 0K 50K 100K 150K 200K 250K 300K Sales $ “10 Best Good Practices for Tableau Dashboard Design”
  16. 16. 1. How to design a dashboard with a goal in mind. 2. How the overall dashboard layout impacts effectiveness. 3. How to design for best performance. 4. Which chart type work best, for specific goals. 5. How to use the three color types effectively. 6. How to get the most impact from text. 7. How to minimize dashboard object while maximizing actionable insights. 8. When to use any of the three basic types of navigation. 9. Some things to (almost) never do. 10. The two fundamental, guiding principles, for all dashboards. Pulling it all together.... 16Copyright 2015 Senturus, Inc. All Rights Reserved “10 Best Good Practices for Tableau Dashboard Design”
  17. 17. This slide deck is part of the “10 Best Practices for Tableau Dashboard Design” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/10-best-practices-for- tableau-dashboard-design/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear The Recording 17Copyright 2015 Senturus, Inc. All Rights Reserved
  18. 18. 18Copyright 2015 Senturus, Inc. All Rights Reserved Performance Region Home Office Consumer Small Business Corporate 0K 20K 40K Profit $ 0K 20K 40K 60K 0K 20K 40K Profit $ Profit $ 0K 20K 40K Profit $ Central East South West AGG-1 (16 Records) Agg-2 (200 Records) Customer Segment Agg-4 (35k Records) “10 Best Good Practices for Tableau Dashboard Design”
  19. 19. 1. How to design a dashboard with a goal in mind. 2. How the overall dashboard layout impacts effectiveness. 3. How to design for best performance. 4. Which chart type work best, for specific goals. 5. How to use the three color types effectively. 6. How to get the most impact from text. 7. How to minimize dashboard object while maximizing actionable insights. 8. When to use any of the three basic types of navigation. 9. Some things to (almost) never do. 10. The two fundamental, guiding principles, for all dashboards. Pulling it all together.... 19Copyright 2015 Senturus, Inc. All Rights Reserved “10 Best Good Practices for Tableau Dashboard Design”
  20. 20. Copyright 2015 Senturus, Inc. All Rights Reserved Small Business 126,295 0K 100K 200K 300K 400K 500K 600K 700K Sales $ 800K 900K 1000K 1100K 1200K 1300K Central East South West Small Business 181,617 Small Business 372,400 Small Business 296,023 Home Office 327,866 Home Office 229,878 Home Office 355,049 Home Office 204,647 Consumer 260,091 Consumer 188,408 Consumer 149,491 Consumer 369,045 Corporate 479,255 Corporate 342,328 Corporate 381,116 Corporate 193,326 Bars - Categorical Comparison Region “10 Best Good Practices for Tableau Dashboard Design”
  21. 21. 21Copyright 2015 Senturus, Inc. All Rights Reserved January 2014 March 2014 May 2014 July 2014 September 2014 Month of Ship Date November 2014 January 2015 March 2015 Sales$ Scatter - Compare different measures 220K 200K 180K 160K 140K 120K 100K 80K 60K 40K 20K 0K Product Category Furniture Office Supplies Technology “10 Best Good Practices for Tableau Dashboard Design”
  22. 22. 22Copyright 2015 Senturus, Inc. All Rights Reserved 0K 50K 100K 150K 200K 250K Sales $ 300K 350K 400K 450K 500K -10K 0K Product Category Furniture 10K 20K Profit$ Scatter - different measures 70K 60K 50K 40K 30K Office Supplies Technology Region Central East South West “10 Best Good Practices for Tableau Dashboard Design”
  23. 23. 23Copyright 2015 Senturus, Inc. All Rights Reserved Maps - TAKE advantage of Demographics! Sales $ 651 50,000 100,000 153,477 -7,521 20,018 Profit $ Per Capita Income 11,000 to 24,100 24,100 to 27,200 27,200 to 30,200 30,200 to 34,300 34,300 to 87,700 “10 Best Good Practices for Tableau Dashboard Design”
  24. 24. 24Copyright 2015 Senturus, Inc. All Rights Reserved Customer State Arizona 0K 20K 40K 60K 80K 100K 120K Sales $ 140K 160K 180K 200K 220K 240K California Colorado Idaho New Jersey Virginia Washington Wisconsin NOTE: The grey shading Compare LIKE values (Example Prev Yr Sales versus New Yr Quota Blue Bar = Sales$. Black Line = Quota$ “10 Best Good Practices for Tableau Dashboard Design”
  25. 25. This slide deck is part of the “10 Best Practices for Tableau Dashboard Design” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/10-best-practices-for- tableau-dashboard-design/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear The Recording 25Copyright 2015 Senturus, Inc. All Rights Reserved
  26. 26. 1. How to design a dashboard with a goal in mind. 2. How the overall dashboard layout impacts effectiveness. 3. How to design for best performance. 4. Which chart type work best, for specific goals. 5. How to use the three color types effectively. 6. How to get the most impact from text. 7. How to minimize dashboard object while maximizing actionable insights. 8. When to use any of the three basic types of navigation. 9. Some things to (almost) never do. 10. The two fundamental, guiding principles, for all dashboards. Pulling it all together.... 26Copyright 2015 Senturus, Inc. All Rights Reserved “10 Best Good Practices for Tableau Dashboard Design”
  27. 27. 27Copyright 2015 Senturus, Inc. All Rights Reserved 0K 50K 100K 150K 200K 250K 300K 350K 400K 450K 500K 550K Sales $ Appliances Bookcases Computer Peripherals Envelopes Paper Storage & Organization COLOR - Sequential shows SCALE Sub Category Region Central East South West Bookcases Chairs & Chairmats Office Furnishings Office Machines Paper Tables COLOR - Divergent has some LOGIC Black Red White Green Blue Yellow Car Colors - Categorical Black Red White Green Blue Yellow VERSUS.... -17,460 25,401 Profit $ 43,286 538,027 0K 20K 0K 20K 0K 20K 0K 20K Profit $ Profit $ Profit $ Profit $ “10 Best Good Practices for Tableau Dashboard Design”
  28. 28. 1. How to design a dashboard with a goal in mind. 2. How the overall dashboard layout impacts effectiveness. 3. How to design for best performance. 4. Which chart type work best, for specific goals. 5. How to use the three color types effectively. 6. How to get the most impact from text. 7. How to minimize dashboard object while maximizing actionable insights. 8. When to use any of the three basic types of navigation. 9. Some things to (almost) never do. 10. The two fundamental, guiding principles, for all dashboards. Pulling it all together.... 28Copyright 2015 Senturus, Inc. All Rights Reserved “10 Best Good Practices for Tableau Dashboard Design”
  29. 29. 29Copyright 2015 Senturus, Inc. All Rights Reserved RED means Profit is BELOW State average. BOLD means Profit is ABOVE state average. UPPERCASE means Profit is BELOW state average Highlight text on a dashboard. Use bold and color Do NOT use UPPER CASE... .. Customer State Discount Rate Avg. Sales $ Avg. Profit $ idiot Discount Rate Avg. Sales $ Avg. Profit $ Alabama 4.03% 2,339 353 Alabama 4.03% 2,339 353 Arizona 4.71% 1,319 109 ARIZONA 4.71% 1,319 109 California 4.86% 1,227 77 CALIFORNIA 4.86% 1,227 77 Colorado 4.67% 1,648 49 COLORADO 4.67% 1,648 49 Connecticut 4.46% 1,526 221 Connecticut 4.46% 1,526 221 Delaware 5.68% 1,609 75 DELAWARE 5.68% 1,609 75 Florida 5.22% 2,136 38 FLORIDA 5.22% 2,136 38 Georgia 5.05% 1,561 235 Georgia 5.05% 1,561 235 Idaho 5.39% 1,847 247 Idaho 5.39% 1,847 247 Illinois 5.55% 1,873 171 ILLINOIS 5.55% 1,873 171 Maryland 4.86% 2,575 426 Maryland 4.86% 2,575 426 Massachusetts 5.02% 2,473 253 Massachusetts 5.02% 2,473 253 Michigan 5.19% 1,873 139 MICHIGAN 5.19% 1,873 139 Grand Total 5.04% 1,850 181 Grand Total 5.04% 1,850 181 “10 Best Good Practices for Tableau Dashboard Design”
  30. 30. 1. How to design a dashboard with a goal in mind. 2. How the overall dashboard layout impacts effectiveness. 3. How to design for best performance. 4. Which chart type work best, for specific goals. 5. How to use the three color types effectively. 6. How to get the most impact from text. 7. How to minimize dashboard object while maximizing actionable insights. 8. When to use any of the three basic types of navigation. 9. Some things to (almost) never do. 10. The two fundamental, guiding principles, for all dashboards. Pulling it all together.... 30Copyright 2015 Senturus, Inc. All Rights Reserved “10 Best Good Practices for Tableau Dashboard Design”
  31. 31. 31Copyright 2015 Senturus, Inc. All Rights Reserved Region Customer Segment Consumer Corporate Home Office Small Business 0K 200K Sales $ 400K 0K 200K Sales $ 400K 0K 200K Sales $ 400K 0K 200K Sales $ 400K Central East South West Customer Segment Product Category Furniture Office Supplies Technology 0K 100K 200K 300K Sales $ 400K 500K 0K 100K 200K 300K Sales $ 400K 500K 0K 100K 200K 300K Sales $ 400K 500K Consumer Corporate Home Office Small Business -1,527 60,841 Profit $ Product Container Jumbo Box Jumbo Drum Large Box Medium Box Small Box Small Pack 0K 100K 200K 300K 400K 500K 600K 700K 800K Sales $ 900K 1000K 1100K 1200K 1300K 1400K 1500K “10 Best Good Practices for Tableau Dashboard Design”
  32. 32. 32Copyright 2015 Senturus, Inc. All Rights Reserved Down to a Single Query to the Database -11,941 37,087 Profit $ Product Category Product Container Central Home Consum.. Corporate Office Small Business East Home Consum.. Corporate Office Small Business South Home Consum.. Corporate Office Small Business West Home Consum.. Corporate Office Small Business Furniture Jumbo Box 33,899 36,390 86,61 2 36,890 33,028 48,096 29,354 76,215 28,845 85,454 60,258 76,208 69,998 30,525 31,680 17,473 Jumbo Drum 14,596 69,547 53,38 1 56,957 29,335 66,638 18,186 40,545 16,713 35,892 16,847 23,128 30,109 19,073 21,166 11,376 Large Box 6,655 29,333 7,81 5 4,202 4,433 11,439 7,246 19,466 6,993 15,735 21,248 2,613 17,488 2,012 16,895 6,654 Medium Box 3,959 12,269 5,599 5,309 3,099 10,763 1,578 522 9,989 8,007 826 8,541 1,083 4,570 4,135 Small Box 736 1,393 2,61 7 1,214 2,511 1,291 804 5,673 2,926 1,082 288 1,344 2,833 2,903 961 Small Pack 479 3,060 2,78 9 1,496 1,696 1,331 960 527 399 1,552 2,176 2,687 1,324 2,162 1,114 Office Jumbo Drum 26,874 16,08 2 40,952 19,851 11,791 6,954 1,529 6,173 5,198 322 Supplies Large Box 15,715 10,255 1,61 5 1,337 1,621 90 2,892 3,272 1,888 7,074 10,980 8,737 9,198 12,405 17,986 Medium Box 8,502 2,704 365 135 1,539 23,516 2,262 2,837 18 2,636 538 Small Box 77,748 70,817 55,75 0 29,640 24,479 58,324 75,678 76,475 22,378 50,691 67,958 105,604 73,314 58,155 35,096 40,245 Small Pack 2,259 2,864 65 9 1,752 884 2,265 1,193 2,898 3,077 5,376 1,666 2,432 5,614 2,673 Technolog y Jumbo Box 16,167 13,672 3,502 10,254 3,731 9,172 6,092 Jumbo Drum 29,616 16,499 17,82 3 8,192 11,533 18,807 15,557 26,495 14,438 52,823 23,002 2,313 1,601 7,363 203 Large Box 74,704 27,87 6 16,246 23,281 3,797 70,183 14,300 29,205 3,378 14,647 4,430 Medium Box 26,056 4,825 13,97 0 315 9,150 31,524 17,758 3,758 22,108 6,862 610 14,052 469 929 5,075 Small Box 29,758 93,447 23,39 4 30,206 30,471 45,638 33,336 51,332 11,131 57,351 49,549 44,531 79,894 41,846 41,310 23,613 Small Pack 6,229 3,553 8,25 0 6,000 1,785 6,390 5,633 8,024 3,878 7,852 3,678 2,746 9,649 2,870 4,933 10,162 “10 Best Good Practices for Tableau Dashboard Design”
  33. 33. 1. How to design a dashboard with a goal in mind. 2. How the overall dashboard layout impacts effectiveness. 3. How to design for best performance. 4. Which chart type work best, for specific goals. 5. How to use the three color types effectively. 6. How to get the most impact from text. 7. How to minimize dashboard object while maximizing actionable insights. 8. When to use any of the three basic types of navigation. 9. Some things to (almost) never do. 10. The two fundamental, guiding principles, for all dashboards. Pulling it all together.... 33Copyright 2015 Senturus, Inc. All Rights Reserved “10 Best Good Practices for Tableau Dashboard Design”
  34. 34. This slide deck is part of the “10 Best Practices for Tableau Dashboard Design” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/10-best-practices-for- tableau-dashboard-design/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear The Recording 34Copyright 2015 Senturus, Inc. All Rights Reserved
  35. 35. 35Copyright 2015 Senturus, Inc. All Rights Reserved Region Central East South West 0K 20K 40K 60K 80K Profit $ 100K 120K 140K Hierarchical DRILL, and HOVER navigation Region 0K 200K 400K 600K 0K Sales $ 200K 400K 600K 0K Sales $ 200K 400K 600K 0K Sales $ 200K 400K 600K Sales $ 4.76% 4.43% 4.97% 5.40% 5.42% 4.67% 5.12% 5.14% 4.89% 5.18% 4.92% 5.25% 4.79% 5.41% 4.86% CLICK and Go/Change Customer Segment Small Business Corporate Home Office Consumer Central East South West 5.22% Nav3 “10 Best Good Practices for Tableau Dashboard Design”
  36. 36. 36Copyright 2015 Senturus, Inc. All Rights Reserved Product Sub-Category Customer Segment / Region Consumer East SouthCentral West Corporate East SouthCentral West Home Office East SouthCentral West Small Business East SouthCentral West Appliances Binders and Binder Accessories Bookcases Chairs & Chairmats Computer Peripherals Copiers and Fax Envelopes Labels Office Furnishings Office Machines Paper Pens & Art Supplies Rubber Bands Scissors, Rulers and Trimmers Storage & Organization Tables Telephones and Communication Heat Map - Click a square to see menu options Profit $ -12,539 24,441 “10 Best Good Practices for Tableau Dashboard Design”
  37. 37. 37Copyright 2015 Senturus, Inc. All Rights Reserved Product Category Furniture Product Sub-Category Product Name Sales $ Profit $ Discount Rate Chairs & Chairmats Product Sales $, Profit $ and Discount Rate broken down by Product Category, Product Sub-Category and Product Name. The data is filtered on Action (Customer Segment,ProductSub-Catego- ry,Region), which keeps 1 member. Global Commerce™ Series Hi.. 8,213 1,149 2.00% Global Ergonomic Managers .. 550 -211 9.00% Global Leather and Oak Exec.. 5,204 636 7.00% Global Stack Chair without Ar.. 978 -212 7.00% Global Troy™ Executive Leat.. 8,937 2,383 1.00% Hon 2090 “Pillow Soft” Series .. 4,621 -636 9.00% Hon Comfortask® Task/Swive.. 652 -228 9.00% Hon Deluxe Fabric Upholstere.. 3,335 540 3.00% Hon Every-Day® Chair Series.. 628 -151 5.00% Hon Olson Stacker Stools 431 -165 10.00% Lifetime Advantage™ Folding .. 14,698 3,433 10.00% Metal Folding Chairs, Beige, 4.. 302 -77 0.00% Office Star - Mid Back Dual fu.. 14,135 1,938 4.00% SAFCO Arco Folding Chair 5,482 1,167 6.00% “10 Best Good Practices for Tableau Dashboard Design”
  38. 38. 38Copyright 2015 Senturus, Inc. All Rights Reserved Customer Sales $, Profit $ and Discount Rate broken down by Customer Segment, Region, Customer State and Customer Name. The data is filtered on Action (Customer Segment,Product Sub-Catego- ry,Region), which keeps 1 member. Customer Segment Region Customer State Customer Name Sales $ Profit $ Discount Rate Corporate Central Michigan Guy Armstrong 5,204 636 7.00% Hilary Holden 4,621 -636 9.00% Sonia Sunley 1,609 -527 8.00% Nebraska Harold Dahlen 9,646 1,859 6.50% Jeremy Lonsdale 8,387 2,114 10.00% Stewart Visinsky 6,800 405 7.00% Ohio Jonathan Doherty 8,213 1,149 2.00% Texas Speros Goranitis 5,784 1,090 3.00% Victoria Pisteka 7,987 1,305 3.00% Wisconsin Jason Fortune 9,916 2,172 4.00% “10 Best Good Practices for Tableau Dashboard Design”
  39. 39. 39Copyright 2015 Senturus, Inc. All Rights Reserved Time Sales $, Profit $ and Discount Rate broken down by Ship Date Year, Ship Date Quarter and Ship Date Month. The data is filtered on Action (Customer Seg- ment,Product Sub-Category,Region), which keeps 1 member. Year of Ship Date Quarter of Ship Date Month of Ship Date Sales $ Profit $ Discount Rate 2014 Q1 February 1,609 -527 8.00% March 5,784 1,090 3.00% Q2 April 6,800 405 7.00% May 14,850 2,495 6.67% Q3 July 4,621 -636 9.00% September 9,916 2,172 4.00% Q4 November 8,387 2,114 10.00% December 7,987 1,305 3.00% 2015 Q1 February 8,213 1,149 2.00% “10 Best Good Practices for Tableau Dashboard Design”
  40. 40. 1. How to design a dashboard with a goal in mind. 2. How the overall dashboard layout impacts effectiveness. 3. How to design for best performance. 4. Which chart type work best, for specific goals. 5. How to use the three color types effectively. 6. How to get the most impact from text. 7. How to minimize dashboard object while maximizing actionable insights. 8. When to use any of the three basic types of navigation. 9. Some things to (almost) never do. 10.The two fundamental, guiding principles, for all dashboards. Pulling it all together.... 40Copyright 2015 Senturus, Inc. All Rights Reserved “10 Best Good Practices for Tableau Dashboard Design”
  41. 41. 41Copyright 2015 Senturus, Inc. All Rights Reserved FOX And, the winner is? Me Competitor And, the winner is? Me Competitor Sum of Actual for each And, the winner is?. Color shows details about And, the winner is?. “10 Best Good Practices for Tableau Dashboard Design”
  42. 42. This slide deck is part of the “10 Best Practices for Tableau Dashboard Design” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/10-best-practices-for- tableau-dashboard-design/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear The Recording 42Copyright 2015 Senturus, Inc. All Rights Reserved
  43. 43. 43Copyright 2015 Senturus, Inc. All Rights Reserved Reality And, the winner is? 0 10 20 30 40 50 60 70 80 90 100 110 Actual Sum of Actual for each And, the winner is?. Color shows details about And, the winner is?. Me Competitor 99.5 99.1 And, the winner is? Me Competitor “10 Best Good Practices for Tableau Dashboard Design”
  44. 44. 44Copyright 2015 Senturus, Inc. All Rights Reserved 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 40 30 20 10 0 50 60 70 Score AvgStandard DeviationStandaPULL! Zero Axis Batch# 100 Target rd Deviation 90 80 Showing: Actual Target Average Std Dev Pull Level “10 Best Good Practices for Tableau Dashboard Design”
  45. 45. 45Copyright 2015 Senturus, Inc. All Rights Reserved 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 Score NO Zero Axis Batch# 1 2 3 4 5 6 98.0 98.2 98.4 98.6 98.8 99.6 99.4 99.2 99.0 Avg Standard Deviation Standard Deviation PULL! Target “10 Best Good Practices for Tableau Dashboard Design”
  46. 46. 46Copyright 2015 Senturus, Inc. All Rights Reserved The Bad The Good Friends don't let friends use pie charts??? “10 Best Good Practices for Tableau Dashboard Design”
  47. 47. 1. How to design a dashboard with a goal in mind. 2. How the overall dashboard layout impacts effectiveness. 3. How to design for best performance. 4. Which chart type work best, for specific goals. 5. How to use the three color types effectively. 6. How to get the most impact from text. 7. How to minimize dashboard object while maximizing actionable insights. 8. When to use any of the three basic types of navigation. 9. Some things to (almost) never do. 10. The two fundamental, guiding principles, for all dashboards. Pulling it all together.... 47Copyright 2015 Senturus, Inc. All Rights Reserved “10 Best Good Practices for Tableau Dashboard Design”
  48. 48. 48Copyright 2015 Senturus, Inc. All Rights Reserved December 2013 February 2014 April 2014 June 2014 August 2014 Month of Order Date October 2014 December 2014 February 2015 April 2015 0K 50K 100K 150K 200K 250K 300K 350K 400K 450K Sales$ Junk - Filled Region Central East South West “10 Best Good Practices for Tableau Dashboard Design”
  49. 49. 49Copyright 2015 Senturus, Inc. All Rights Reserved December 2013 February 2014 April 2014 June 2014 August 2014 October 2014 Month of Order Date December 2014 February 2015 April 2015 Central East South West 50K 0K 150K Sales$ 50K 0K 150K 100K Sales$ 50K 0K 150K 100K Sales$ 50K 0K 100K Sales$ Better - Filled Region 150K 100K “10 Best Good Practices for Tableau Dashboard Design”
  50. 50. This slide deck is part of the “10 Best Practices for Tableau Dashboard Design” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/10-best-practices-for- tableau-dashboard-design/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear The Recording 50Copyright 2015 Senturus, Inc. All Rights Reserved
  51. 51. 51Copyright 2015 Senturus, Inc. All Rights ReservedT39m Sauder Facets SAFCO PlanMaster Riverside Palais Royal Lawyers Bookcase, Polycom Polycom Lifetime i2000 Global Hewlett Packard LaserJet Global Troy™ GBC DocuBind Fellowes PB500 Fellowes PB300 Chromcraft Bull-Nose Canon PC940 Canon Image Bretford CR8500 Bretford CR4500 BoxOffice By Bevis 36 x 72 5165 3285 Junk - Bubbles -28,012 30,904 Profit $
  52. 52. 52Copyright 2015 Senturus, Inc. All Rights Reserved 0K 10K 20K 30K 40K 50K 60K 70K 80K 90K 100K 110K Sales $ -30K -20K -10K 0K 10K 20K 30K Profit$ Better - Bubbles “10 Best Good Practices for Tableau Dashboard Design”
  53. 53. 53Copyright 2015 Senturus, Inc. All Rights Reserved WisconsinNebraska DelawareConnecticut Ohio ColoradoWashington TexasVirginia Alabama Utah South Carolina Idaho North CarolinaNew York Illinois New MexicoFloridaArizona MarylandMassachusettsNew Jersey MichiganGeorgia California Junk - Word “10 Best Good Practices for Tableau Dashboard Design”
  54. 54. 54Copyright 2015 Senturus, Inc. All Rights Reserved Better - Word 67,828 328,888 Sales $ Profit $ 956 10,000 20,000 30,000 41,284 “10 Best Good Practices for Tableau Dashboard Design”
  55. 55. 55Copyright 2015 Senturus, Inc. All Rights Reserved Edward Tufte: Data to ink ratio... Junk - Bubbles December 2013 April 2014 August 2014 December 2014 Month of Order Date April 2015 100K 0K 200K 400K 300K Sales$ Junk - Filled Wisconsin Washington MarylandNebraskaVirginia Utah Alabama Colorado Texas North Carolina South CarolinaNew YorkOhio New MexicoFlorida New Jersey MichiganGeorgia Massachusetts Delaware Illinois Idaho Connecticut California Junk - Word Arizona Region Central East South West -28,012 30,904 Profit $ “10 Best Good Practices for Tableau Dashboard Design”
  56. 56. 56Copyright 2015 Senturus, Inc. All Rights Reserved Look and Feel!!!!! “10 Best Good Practices for Tableau Dashboard Design”
  57. 57. 1. Have a master template. 2. Keep it current. 3. Enforce its use! 4. DRIVER in upper left. 5. Be kind to your color blind friends. 6. Performance is ALWAYS an issue! 7. Design creen resolution for YOUR user! 7 Tips for a Look and Feel Standard 57Copyright 2015 Senturus, Inc. All Rights Reserved
  58. 58. This slide deck is part of the “10 Best Practices for Tableau Dashboard Design” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/10-best-practices-for- tableau-dashboard-design/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear The Recording 58Copyright 2015 Senturus, Inc. All Rights Reserved
  59. 59. 1. How to design a dashboard with a goal in mind. 2. How the overall dashboard layout impacts effectiveness. 3. How to design for best performance. 4. Which chart type work best, for specific goals. 5. How to use the three color types effectively. 6. How to get the most impact from text. 7. How to minimize dashboard object while maximizing actionable insights. 8. When to use any of the three basic types of navigation. 9. Some things to (almost) never do. 10.The two fundamental, guiding principles, for all dashboards. Pulling it all together.... 59Copyright 2015 Senturus, Inc. All Rights Reserved “10 Best Good Practices for Tableau Dashboard Design”
  60. 60. 60Copyright 2015 Senturus, Inc. All Rights Reserved Region Ship Mode Customer Segment Consumer Corporate Home Office Small Business Regular Air 0K 200K 400K 600K 800K 0K 200K 400K 600K 800K 0K 200K 400K 600K 800K 0K 200K 400K 600K 800K Sales$ Sales$ Sales$ Sales$ Central Delivery Truck Express Air Regular Air East Delivery Truck Express Air Regular Air South Delivery Truck Express Air Regular Air West Delivery Truck Express Air Click on a bar segment to show detail list, below Detail for: None / None / None / None Product Category Furniture Office Supplies Technology Disclaimer: Acccuracy, integrity and usability are not implied. “10 Best Good Practices for Tableau Dashboard Design”
  61. 61. OFFERS 61Copyright 2015 Senturus, Inc. All Rights Reserved
  62. 62. • Free, 14-day full version available here: www.tableau.com/partner-trial?id=39146 • Senturus also offers a complimentary, one hour consultation to get you started with Tableau Contact Senturus at info@senturus.com or 888-601-6010 Download Free Trial of Tableau Software Copyright 2015 Senturus, Inc. All Rights Reserved
  63. 63. • Customized for each client and can include your data • Curriculum Developed and Delivered by a Tableau Zenmaster with over 20+ years experience in Business Intelligence • Course Goal of bringing Business Needs together with a Technical Mastery of the Platform • No limit to class size • Applicable to new/experienced users • You will leave the class with something you can put into production • Contact Senturus at info@senturus.com or 888-601-6010 • More details: www.senturus.com/training/custom-training/tableau- desktop-training-server-introduction/ Tableau Training: 2-Day Customized Training Copyright 2015 Senturus, Inc. All Rights Reserved
  64. 64. • 2 Days of Customized Training with your team • 3 Day Proof of Concept – Understand Business Requirements – Understand Data Sources – Discuss Architectural Approaches – Install and Configure Tableau Server – Jointly Develop Workbooks and Dashboards – Cost $8,995 Contact Senturus at info@senturus.com or 888-601-6010 Tableau Jumpstart Engagement Copyright 2015 Senturus, Inc. All Rights Reserved
  65. 65. Who we are SENTURUS INTRODUCTION
  66. 66. Technology Depth + Business Acumen Senturus: Business Architects for Business Analytics 66Copyright 2015 Senturus, Inc. All Rights Reserved C-Level Business Acumen Technical/ Tool Expertise* Deep Data Experience Project Manage- ment Rigor Business Intelligence Enterprise Planning Predictive Analytics
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  69. 69. This slide deck is part of the “10 Best Practices for Tableau Dashboard Design” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/10-best-practices-for- tableau-dashboard-design/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear The Recording 69Copyright 2015 Senturus, Inc. All Rights Reserved
  70. 70. Thank You! www.senturus.com 888-601-6010 info@senturus.com Copyright 2015 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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