Creating Interactive Tableau Dashboards (2019)

Creating Interactive Tableau Dashboards (2019)

3h 29mIntermediate2019-07-29

Authors

Matt Francis

Matt Francis

Loves data and using Tableau

Course details

Learn how to create compelling, informative, and eye-catching dashboards using Tableau, the interactive data visualization software. This course covers how to take the connected data you’ve analyzed and share it on presentable dashboards. Data analytics expert Matt Francis first encourages you to consider four main questions before creating each dashboard: who is your dashboard for, what do they need to know, where will the dashboard be displayed, and why is the information important. Then he takes you step by step through the process of making a dashboard, including designing a good layout, adding charts, labeling items, coloring elements, filtering the data displayed, and adding interactive features. Lastly, Matt discusses how to use storytelling and narrative to make data more engaging.

Learning objectives
Explain the core principles of dashboard design.
Identify how to construct a dashboard using simple structural elements.
Summarize how to extend dashboard functionality using dynamic components.
Recall how to extend dashboard appeal using visual elements.
Identify how to integrate interactive dashboard features.
Summarize how to create a data narrative using stories.
Recall how to create various dashboard types based on specific goals.

Skills covered

TableauTableau SoftwareData VisualizationBusiness AnalyticsData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsDeep Dive (X:Y)

Concepts

Introduction

  • Design dashboards in Tableau
  • What you should know

Elements of a Good Dashboard

  • The four questions for every dashboard
  • Who is the dashboard for
  • Where is the dashboard viewed
  • Why are you making the dashboard
  • What question do you want to answer

Dashboard Structure

  • Create a basic dashboard
  • Size your dashboard
  • Floating vs. tiles layout
  • How to use layout containers
  • Titles on your dashboard
  • Challenge - Create a basic dashboard
  • Solution - Create a basic dashboard

Dashboard Components

  • Apply filters across sheets
  • Highlight data with annotations
  • Additional information and help
  • Collapsible containers to show or hide elements
  • Challenge - Modifying dashboards
  • Solution - Modifying dashboards

Dashboard Design Elements

  • Dashboard colors
  • Remove chart junk
  • Visually group elements with borders
  • Challenge - Dashboard design
  • Solution - Dashboard design

Interaction with Dashboard Actions

  • Add interaction with actions
  • Filter actions
  • Highlight actions
  • URL actions
  • Go to Sheet
  • Proportional brushing using set actions
  • Asymmetric drill down using set actions
  • Highlight with parameter actions
  • Challenge - Dashboard actions
  • Solution - Dashboard actions

Using Stories to Make Dashboards

  • Data viz vs. data stories
  • Narrative structure
  • Big stories
  • Small stories
  • Challenge - Dashboard stories
  • Solution - Dashboard stories

One Dataset - Five Dashboards

  • Build an exploratory dashboard
  • Build an informative dashboard
  • Build a data story
  • Build a KPI dashboard
  • Design for tablets and mobile
  • Challenge - Dashboard styles
  • Solution - Dashboard styles

Conclusion

  • Next steps
80,000 Toman