Better Tableau Dashboard Design Tips. Eight strategies for crafting engaging and delightful Tableau dashboards:

  1. Add Interactivity for Exploration: Understand your audience and incorporate interactive features that allow them to drill down to the specific information they need.
  2. Utilize Filters: Leverage the power of filters to queue up specific views for side-by-side analysis. Filters enhance engagement by allowing your audience to customize their dashboard experience.
  3. Include Filter Cards: Display Filter Cards presenting different types of data, such as multi-select checkboxes, single select radio buttons, or drop-down lists. Provide clear instructions for interaction to enhance viewer understanding.
  4. Implement Highlight Actions: Enhance interactivity with Highlight Actions, where selecting an item in one view highlights related data in other views. For advanced scenarios, explore Set Actions or Parameter Actions for deeper levels of engagement.
  5. Limit Views: Resist the temptation to overcrowd your dashboard with numerous views. Stick to two or three key views to maintain focus on the big picture. If necessary, create additional dashboards or use a storytelling approach.
  6. Use Color Thoughtfully: Apply color judiciously, avoiding an overload of hues. Effective use of color enhances analysis, while excessive colors can hinder comprehension. Opt for a consistent color scheme to improve viewer understanding.
  7. Design for Screen Size: Prioritize the most crucial Key Performance Indicators (KPIs) for smaller screens. When designing for mobile devices, ensure elements are easy to click and limit unnecessary interactivity for optimal user experience.
  8. Enable Fast Loading: Avoid disengaging users with slow-loading dashboards. Optimize loading times by identifying and addressing issues in data or dashboard design. Utilize database calculations to reduce overhead and consider data extracts for faster loading, especially during prototyping. Keep in mind that live connections may be more suitable for constantly-refreshing data in the long run.

Creating dashboards using Tableau Dashboard Design Tips makes for better user experience.

“It’s easy to be distracted by formatting and finding the perfect color, size, and position for elements. It’s best to do this towards the end, after reviews by the end users, to not waste effort because entire charts suddenly change and all formatting is lost.”

Related Posts
What is BI in Salesforce?
public sector and tribal governent

Salesforce BI helps to create fast, digestible reports to help you make informed decisions at the right time. Salesforce Einstein Read more

Salesforce Slack Explained
Salesforce Slack

In December 2020, Salesforce made its largest acquisition to date by purchasing Slack for $27.7 billion. Slack is a business Read more

Datorama vs Tableau – What About Both?
Tableau vs Datorama

Datorama vs Tableau - What about both for your Salesforce org? When comparing Datorama vs Tableau it becomes clear they Read more

What is the Difference Between Datorama and Tableau?
Tableau vs Datorama

In the current business environment, customer and prospect data serve as the driving force in most everything we do, emphasizing Read more