Speakers

Conor Oliver
Senior Salesforce Developer

For Business

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Dashboard Design in Tableau

March 2023

A well-designed dashboard makes it easier for the audience to interpret, and make it more likely that it will be used. In short, good design increases the impact of your dashboards. In this live training, you'll get hands-on experience with the principles of dashboard design to apply to your own dashboards.

What will I learn?

The importance of your audience when deciding on what analysis to pick for your dashboard
Bringing your story to life! Data storytelling is key when designing dashboards
How to utilize the different design and format features available in Tableau to make your dashboards pop!

Useful Links

Dataset: Microsoft Contoso Retail Dataset

Summary

Exploring the art of dashboard design using Tableau, the webinar outlines the essentials of creating effective and visually engaging data presentations. Connor Oliver, a Tableau expert and Salesforce Technical Administrator, emphasizes the importance of crafting dashboards that convey insights to users swiftly and clearly. The session highlights user-centric design, and outlines strategies for achieving a balance between information and simplicity, while ensuring consistency in visual elements. Participants are guided through the process of downloading Tableau Public, setting up datasets, and designing dashboards suitable for executive audiences. The session also covers advanced features such as creating calculated fields, filtering data, and customizing visual elements to enhance the storytelling power of dashboards. Key principles of design, including the use of colors, the rule of thirds, and the importance of avoiding clutter, are emphasized to ensure dashboards are not only functional but also engaging. Connor demonstrates these concepts by building a sample dashboard with real-world data, showcasing how to visualize sales data effectively for strategic decision-making. The session concludes with insights into sharing and maintaining dashboards, alongside discussions on potential interactivity enhancements.

Key Takeaways:

Effective dashboards prioritize swift and clear delivery of insights.
User-centric design is essential for creating impactful visualizations.
Consistency in color, font, and layout enhances the readability of dashboards.
Advanced Tableau features like calculated fields and filters enhance data storytelling.
Design principles such as the rule of thirds and avoiding clutter are essential for functional aesthetics.

Deep Dives

Importance of User-Centric Dashboard Design

Connor Oliver emphasizes that dashboards ...
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should be crafted with the user in mind, focusing on delivering insights efficiently. "You care about how quickly users can get those insights," he notes, emphasizing the importance of user-centric design. By understanding the audience's needs, designers can create dashboards to provide relevant information without overwhelming users. The key is to strike a balance between information and simplicity, ensuring that the visualizations tell a coherent story that aligns with the users' objectives. This approach not only improves the usability of dashboards but also enhances their effectiveness in driving data-driven decisions.

Design Principles: Consistency and Clarity

Consistency in visual elements is essential for creating intuitive dashboards. Connor discusses the importance of maintaining uniformity in color schemes, font types, and layout across the dashboard to prevent distractions. "Inconsistency can draw a viewer's attention away from the story," he explains. The session also covers the strategic use of colors to highlight key metrics and avoid excessive busyness. By adhering to these design principles, dashboards can effectively guide the audience's focus to the most important insights, facilitating a smooth interpretation of data.

Advanced Features and Techniques in Tableau

Connor explores the advanced functionalities of Tableau, such as creating calculated fields and applying filters to refine data visualization. These features allow for more precise data analysis and storytelling. For instance, calculated fields enable users to generate unique codes for grouping and filtering data, enhancing the granularity of insights. Filters, on the other hand, help in narrowing down datasets to highlight specific trends or periods, as demonstrated with the 2018 sales data example. Utilizing these advanced tools, users can craft dashboards that not only present data but also uncover underlying patterns and trends.

The webinar guides participants through the step-by-step process of building a professional dashboard using Tableau. Starting with setting up the data source, attendees learn to create worksheets and integrate them into a cohesive dashboard. Connor stresses the importance of aligning the dashboard's design with the audience's level of proficiency, particularly when designing for executive teams. The session also touches on the practical aspects of sharing dashboards, including saving projects to Tableau Public and generating shareable links. This comprehensive approach ensures that dashboards are not only well-designed but also easily accessible to stakeholders.

Potential Enhancements: Interactivity and Customization

While the session focuses on static dashboard designs, Connor acknowledges the potential benefits of incorporating interactivity. Features like filters and slicers can add lively elements to dashboards, allowing users to explore data more deeply. However, he cautions against overcomplicating the interface, especially for executive audiences who may prefer straightforward presentations. Customizing dashboards with company branding, such as logos and color schemes, is also discussed as a way to enhance professionalism and alignment with corporate identity. These enhancements can improve the functionality and appeal of dashboards, making them more engaging and informative for users.

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