T DASHBOARD DESIGN EST P - Senturus
TABLEAU DASHBOARD DESIGN: BESTPRACTICESData Exploration and Actionable Insights
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Agenda IntroductionSenturus OverviewPresentation in Tableau WorkbookAdditional ResourcesQ&ACopyright 2016 Senturus, Inc. All Rights Reserved.
Introducing Today’s PresentersMichael WeinhauerJim FrazierPractice Area Director /Solutions ArchitectVP of Client SolutionsSenturus, Inc.Senturus, Inc.Copyright 2016 Senturus, Inc. All Rights Reserved.
WHO WE AREBusiness Analytics Consultants
Bridging the Gap Between Data & Decision MakingBusiness NeedsAnalysisAnalysisReadyReadyDataDataDECISIONS& ACTIONSCopyright 2016 Senturus, Inc. All Rights Reserved.
Business Analytics Architects Dashboards, Reporting &Visualizations Data Preparation & Modern DataWarehousing Self-Service Business Analytics Big Data & Advanced Analytics Planning & Forecasting Systems Software to Automate and Enable ourClients in the Practice Areas AboveCopyright 2016 Senturus, Inc. All Rights Reserved.
1000 Clients, 2000 Projects, 16 YearsCopyright 2016 Senturus, Inc. All Rights Reserved.
PollWhat are your biggest challenges in creating effectivedashboards? (Select all that apply) Properly prepared data Understanding the business problem behind thedashboard Skill level with Tableau Securing and/or distributing workbooks OtherCopyright 2016 Senturus, Inc. All Rights Reserved.
TABLEAU WORKBOOK
“10 Best Better Practices for Tableau Dashboard Design”1.2.3.4.5.6.7.8.9.10.How to design a dashboard with a goal in mind.How the overall dashboard layout impacts effectiveness.How to design for best performance.Which chart type work best, for specific goals.How to use the three color types effectively.How to get the most impact from text.How to minimize dashboard object while maximizing actionable insights.When to use any of the three basic types of navigation.Some things to (almost) never do.The two fundamental, guiding principles, for all dashboards.Pulling it all together.
“10 Best Better Practices for Tableau Dashboard Design”1.2.3.4.5.6.7.8.9.10.How to design a dashboard with a goal in mind.How the overall dashboard layout impacts effectiveness.How to design for best performance.Which chart type work best, for specific goals.How to use the three color types effectively.How to get the most impact from text.How to minimize dashboard object while maximizing actionable insights.When to use any of the three basic types of navigation.Some things to (almost) never do.The two fundamental, guiding principles, for all dashboards.Pulling it all together.
“Best" vs "Better"/"Good""Best" dashboard is the one that- yields actionable insights- gets adopted by end user(s)
What do they all have incommon?."woof" is right!
KISS Still Applies"The painting isn't done when I can't get anything else in, but when I can't takeanything else out." - Famous painter“I have only made this letter longer because I have not had the time to make itshorter." - Blaise PascalTableau's great strength is also its (and by extension, possibly your) greatestweakness - avoid over-complicating!- Use the 5 Second Rule- Introduce to end users w/out training- Experiment and iterate rapidly WITH end users
Don't give your usersheadaches, give them hotdogs!Or visual belly rubs.
Visualizations should be VISUAL!
Pre-attentive visualcapabilities are a big partof what propelled you tothe top of the food chain(except for apparentlyzombies, aliens, and ofcourse, zombie-aliens).
.by keeping you frombeing eaten by T-Rexes.and Saber ToothTigers.
Only to die playing Pokemon Go, but that's another story.
Pre-Attentive Attributes - The Eyes Have It! When our eyes are open, our vision accounts for two-thirds ofthe electrical activity of the brain — a full 2 billion of the 3 billionfirings per second, and 50% of our neural tissue is directly or indirectly related tovision* More of our neurons are dedicated to vision than the other foursenses combined, and olfactory cortex is losing ground to the visual cortex - about 60percent of our smell-related genes have been permanentlydamaged in this neural arbitrage*** Source: John Medina, Brain Rules, 2015** Source: Neuroanatomist R.S. Fixot, 1957
Visualization is part art, part science. Engage BOTH sides of your brain!
1.2.3.4.5.6.7.8.9.10.How to design a dashboard with a goal in mind.How the overall dashboard layout impacts effectiveness.How to design for best performance.Which chart type work best, for specific goals.How to use the three color types effectively.How to get the most impact from text.How to minimize dashboard object while maximizing actionable insights.When to use any of the three basic types of navigation.Some things to (almost) never do.The two fundamental, guiding principles, for all dashboards.Pulling it all together.
Goal-BadState Sales/Profit SummaryCustomerStateAlabamaProfit 0K450K500KSales Product Sales/Profit SummaryProduct NameRiverside Palais Royal Lawyers Bookcase, Royale Cherry FinishPolycom ViewStation ISDN Videoconferencing UnitHewlett Packard LaserJet 3310 CopierGlobal Troy Executive Leather Low-Back TilterCanon PC940 CopierPanasonic KX-P3626 Dot Matrix Printer FellowesPB300 Plastic Comb Binding MachinePolycom ViewStation Adapter H323 Videoconferencing UnitSAFCO PlanMaster Heigh-Adjustable Drafting Table Base, 43w x 30d x 30-37h, BlackSharp AL-1530CS Digital CopierHoover WindTunnel Plus Canister VacuumCanon imageCLASS 2200 Advanced CopierGlobal Leather and Oak Executive Chair, BlackCanon PC1080F Personal Copier0K20K40K60K80K100KSales 120K140K160K180K
Goal-GoodProfit 27,215-13,079Click a Bar to See DetailRegionProduct Cate. Month of uaryFebruaryMarch0K50KSales Selected detail100K0K50KSales 100K0K50K100KSales 0K50KSales 100K
1.2.3.4.5.6.7.8.9.10.How to design a dashboard with a goal in mind.How the overall dashboard layout impacts effectiveness.How to design for best performance.Which chart type work best, for specific goals.How to use the three color types effectively.How to get the most impact from text.How to minimize dashboard object while maximizing actionable insights.When to use any of the three basic types of navigation.Some things to (almost) never do.The two fundamental, guiding principles, for all dashboards.Pulling it all together.
Layout-BadCustomer SegmentProductContainerProductCategoryJumbo BoxFurnitureConsumerCorporateHome OfficeSmall BusinessTechnology0K 50K 100K 0K 50K 100K 0K 50K 100K 0K 50K 100KSales Sales Sales Sales Sheet 16Customer Sta.IllinoisTexasDRIVER - Click a bar to change other 0KSales 80K100KProduct Cont.Jumbo BoxJumbo DrumLarge BoxMedium BoxSmall BoxSmall PackWrap BagCentral0K500KSales East0K500KSales South0K500KSales West0K500KSales
Layout-GoodDRIVER - Click a bar to change other chartsCustomer SegmentRegionProduct Cont.CentralEastSouthWestJumbo BoxProductContainerProductCategoryJumbo BoxFurnitureConsumerCorporateHome OfficeSmall BusinessTechnology0K 50K 100K 0K 50K 100K 0K 50K 100K 0K 50K 100KSales Sales Sales Sales Jumbo DrumLarge BoxMedium BoxSmall BoxSmall PackWrap Bag0K500KSales 0K500KSales 0K500KSales 0K500KSales Customer K40K60KSales 80K100K
1.2.3.4.5.6.7.8.9.10.How to design a dashboard with a goal in mind.How the overall dashboard layout impacts effectiveness.How to design for best performance.Which chart type work best, for specific goals.How to use the three color types effectively.How to get the most impact from text.How to minimize dashboard object while maximizing actionable insights.When to use any of the three basic types of navigation.Some things to (almost) never do.The two fundamental, guiding principles, for all dashboards.Pulling it all together.
PerformanceAGG-1 (16 Records)Agg-2 (200 Records)Customer SegmentRegionSmall BusinessHome 0K 0KProfit Agg-4 (35k Records)50K100K 0KProfit 50K100K 0KProfit 50K100KProfit
1.2.3.4.5.6.7.8.9.10.How to design a dashboard with a goal in mind.How the overall dashboard layout impacts effectiveness.How to design for best performance.Which chart type work best, for specific goals.How to use the three color types effectively.How to get the most impact from text.How to minimize dashboard object while maximizing actionable insights.When to use any of the three basic types of navigation.Some things to (almost) never do.The two fundamental, guiding principles, for all dashboards.Pulling it all together.
Bars - Best for Categorical ComparisonsConsumerRegionHome OfficeCorporate900,262CentralSmall Business288,319Home Office487,628Consumer435,697Small BusinessCorporateCorporate604,905EastSmall 53West0K200KHome Office349,002Small Business578,077Small Business397,922400KConsumer405,803600K800KHome Office579,859Home Office472,6881000K1200KSales 2200K2400K
Product CategoryFurnitureOffice SuppliesTechnologyLine Charts - excellent for showing data over time!220K200K180K160KSales 140K120K100K80K60K40K20K0KJuly 2013October 2013January 2014April 2014July 2014October 2014Month of Ship DateJanuary 2015April 2015July 2015October 2015
Scatter - different measures, leveraging position, color and shape!180K160K140KProfit 120K100K80KRegionCentralEast60KSouthWest40KProduct CategoryFurniture20KOffice SuppliesTechnology0K0K100K200K300K400K500KSales 600K700K800K900K1000K
Maps - Take advantage of built-in Demographics!Sales 19850,000100,000150,000198,111Profit -11,727Per Capita Income11,100 to 25,20025,200 to 28,60028,600 to 31,90031,900 to 36,00036,000 to 84,60052,787
Compare LIKE values (Example Prev Yr Sales versus New Yr QuotaBlue Bar Sales . Black Line Quota .Customer StateArizonaCaliforniaNOTE: The grey shadingColoradoIdahoNew K120K140K160K180KSales 200K220K240K260K280K300K320K340K
1.2.3.4.5.6.7.8.9.10.How to design a dashboard with a goal in mind.How the overall dashboard layout impacts effectiveness.How to design for best performance.Which chart type work best, for specific goals.How to use the three color types effectively.How to get the most impact from text.How to minimize dashboard object while maximizing actionable insights.When to use any of the three basic types of navigation.Some things to (almost) never do.The two fundamental, guiding principles, for all dashboards.Pulling it all together.
COLOR - Sequential / Gradient colors shows SCALECar Colors - CategoricalAppliancesBlackBookcasesRedComputer ueStorage & Organization0K100K200K300K400K500KSales 600K700K800K900K1000KProfit YellowVERSUS.COLOR - Divergent has some LOGIC-16,56081,067BlackRegionSub s & ChairmatsGreenOffice FurnishingsOffice MachinesPaperBlueTables0K50KProfit 0K50KProfit 0K50KProfit 0K50KProfit Yellow
1.2.3.4.5.6.7.8.9.10.How to design a dashboard with a goal in mind.How the overall dashboard layout impacts effectiveness.How to design for best performance.Which chart type work best, for specific goals.How to use the three color types effectively.How to get the most impact from text.How to minimize dashboard object while maximizing actionable insights.When to use any of the three basic types of navigation.Some things to (almost) never do.The two fundamental, guiding principles, for all dashboards.Pulling it all together.
RED means Profit is BELOW State average.BOLD means Profit is ABOVE state average.Customer StateUPPERCASE means Profit is BELOW state averageDiscount RateAvg. Sales ttext on4.95%a dashboard.1,945Maryland5.01%Use bold andcolorMassachusettsMichiganGrand Total.2,350Avg. Profit Uppercase StateDiscount RateAvg. Sales Avg. Profit 98%1,9395.28%2,02233Maryland823 aARIZONACALIFORNIA28 COLORADO8244DELAWARE20 ISMICHIGANGrand TotalDo NOT use UPPER CASE.
1.2.3.4.5.6.7.8.9.10.How to design a dashboard with a goal in mind.How the overall dashboard layout impacts effectiveness.How to design for best performance.Which chart type work best, for specific goals.How to use the three color types effectively.How to get the most impact from text.How to minimize dashboard object while maximizing actionable insights.When to use any of the three basic types of navigation.Some things to (almost) never do.The two fundamental, guiding principles, for all dashboards.Pulling it all together.
Customer SegmentRegionConsumerCorporateProfit Home OfficeSmall Business2,925CentralEast119,244SouthWest0K200K400K 600KSales 800K0K200K400K 600KSales 800K0K200K400K 600KSales 800K0K200K400K 600KSales 800KProduct CategoryCustomer SegmentFurnitureOffice SuppliesTechnologyConsumerCorporateHome OfficeSmall Business0K200K400K600KSales 800K1000K0K200K400K600KSales 800K1000K0K200K400K600KSales 800K1000KProductContainerJumbo BoxJumbo DrumLarge BoxMedium BoxSmall BoxSmall Pack0K200K400K600K800K1000K1200K1400KSales 1600K1800K2000K2200K2400K
Profit Down to a Single Query to the mbo BoxOfficeCentralHome Consum. CorporateOffice72,019 118,684 SouthSmallBusinessSmallBusinessWestHome Consum. CorporateOffice46,80445,64070,11968,279Home Consum. CorporateOffice80,45662,783 8,03482,17623,37646,50027,601Jumbo Drum38,99989,41764,93674,430Large m 518,5033,62213,2131,7986,27013,649Small 1446,2971,7041,9554,8393,3214,026Small 524,66224,91968,20142,93923,281 315,600Jumbo Drum59,304 108,577Home Consum. rge BoxMedium BoxSmall BoxSmall PackTechnologyJumbo BoxJumbo Drum1,99122,74173,896Large ium 20026,1836,8629,01214,0525,840Small Box46,941 51015,8419,94315,752Small Pack8,54611,980
1.2.3.4.5.6.7.8.9.10.How to design a dashboard with a goal in mind.How the overall dashboard layout impacts effectiveness.How to design for best performance.Which chart type work best, for specific goals.How to use the three color types effectively.How to get the most impact from text.How to minimize dashboard object while maximizing actionable insights.When to use any of the three basic types of navigation.Some things to (almost) never do.The two fundamental, guiding principles, for all dashboards.Pulling it all together.
CLICK and Go/ChangeCustomer SegmentRegionCorporateSmall Business5.12%CentralEast5.16%South0K500KSales 0KCustomerStateIllinois500KSales 1000K0K500KSales Nav3Zip 3002-1K0K5.00%4.76%Hierarchical DRILL, and HOVER 89%4.91%4.83%1K2KHome Office5.29%4.69%4.86%WestConsumer5.18%3KProfit 4K5K6K7K4.88%1000K0K500KSales 1000K
Profit Heat Map - Click a square to see menu options36,422-23,193Customer Segment / RegionConsumerProduct Sub-CategoryAppliancesBinders and Binder AccessoriesBookcasesChairs & ChairmatsComputer PeripheralsCopiers and FaxEnvelopesLabelsOffice FurnishingsOffice MachinesPaperPens & Art SuppliesRubber BandsScissors, Rulers and TrimmersStorage & OrganizationTablesTelephones and astSouthHome OfficeWestCentralEastSouthSmall BusinessWestCentralEastSouthWest
1.2.3.4.5.6.7.8.9.10.How to design a dashboard with a goal in mind.How the overall dashboard layout impacts effectiveness.How to design for best performance.Which chart type work best, for specific goals.How to use the three color types effectively.How to get the most impact from text.How to minimize dashboard object while maximizing actionable insights.When to use any of the three basic types of navigation.Some things to (almost) never do.The two fundamental, guiding principles, for all dashboards.Pulling it all together.
PerceptionAnd, the winner is?And, the winner 1099.12Sum of Actual for each And, the winner is?. Color shows details about And, the winner 9.5299.5499.5699.58
RealityAnd, the winner is?Me99.5Competitor99.105101520253035404550Sum of Actual for each And, the winner is?. Color shows details about And, the winner is?.55Actual6065707580859095100And, the winner is?MeCompetitor105
Zero AxisBatch#100StandardStandaPULL!Avg rd DeviationTarget90Showing:ActualTargetAverageStd DevPull 17181920212223
Friends don't let friends use pie charts!!!The BadThe Good
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.
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Q&A
Thank You!www.senturus.cominfo@senturus.com888 601 6010mweinhauer@senturus.comCopyright 2016 by Senturus, Inc.This entire presentation is copyrighted and may not bereused or distributed without the written consent ofSenturus, Inc.Copyright 2016 Senturus, Inc. All Rights Reserved.
"10 Best Better Practices for Tableau Dashboard Design" 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 .
of new dashboard, click Zreate New Dashboard [ button on the dashboards view. New Dashboard will be opened in design view, ready to be designed and configured. 3.1. Free Position – Dashboard Layout In this dashboard layout mode, dashboard consist of one area where dashboard tiles (charts) are positioned in any preferred way.
Dashboard design. When you are designing a Dashboard in a car, you need to consider that other drivers might use the dashboard, you need to consider access to the dashboard, the layout, the personal preferences and so on. CHARLIE’S TIP So, if the Dashboard on P6 is comprisable to that of a Vehicle Dashboard, when things go wrong, and the .
Dashboard varies based on the size and name of the columns specifi ed at Dashboard design level. Since the height of each Dashboard is fixed, only the first 5 records can be viewed at a time. If the Dashboard contains more than 5 records, then the following buttons and links at the top of each Dashboard aid in viewing them:
3 series(E90) Z3/COMPACT (Dashboard 35080 CAS) C46(have two of this) C56: 5 series(E60) (Dashboard 35080 CAS) 6 series(E63/E64) 5/7 series列/X5 (Dashboard 35080 CAS) C46(before 1996) C56(before 1996) 24C02(9before 1996) C56(HIGH IKE) C56(HIGH-IKE) LOW(Dashboard only have; 7 seriesE65/E66: one button) E65(Dashboard 35080 CAS) E66(Dashboard .
Telelogic Dashboard Installation Guide walks users through the process of installing the following components: Telelogic Dashboard Portal, Telelogic Dashboard Collector and Telelogic Dashboard Web Services. The instructions provided in Section 4 of this document are for a full setup, often called a "clean install", of Telelogic Dashboard .
Main Dashboard: A dashboard is directly accessible via the section dropdown Drilldown Dashboard: A dashboard that is accessible by clicking within another dashboard In several sections 'Main Dashboards' are also considered 'Drilldown Dashboards' as they can be accessed by clicking on a value in a main dashboard.
Two Dashboard Design analytics Dashboard Design and Web Intelligence/Crystal Reports SWF to SWF (Content Linking between two or more Dashboard Design analytics) A Dashboard Design analytic when used as a source document has to be configured with a Portal Provider Connection. The target a
Step 1: Fold paper into triangular fourths. Cut along one line from the outer point to the middle. Step 2: Fold paper into a pyramid shape by putting one triangle beneath the other to make the base of the pyramid. Staple in each of the front corners. Step 3: Make the desired number of pyramids and staple them together. You can do 1, 2, 3, or 4 pyramid sections. This photo shows 4 pyramid .
