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Dashboarding Tag

Tableau is a robust tool that allows you to build dashboards in a multitude of ways, which is part of what makes it great. The flip side is that it can be easy to let little inefficiencies pile up and affect the ultimate performance of...

This article reflects on my attempt at transforming a previously created Tableau dashboard. This transformation was greatly influenced by the insights gained from the excellent two-week Tableau data visualization training provided to me as a BI intern at InterWorks. Most humans are visual creatures. We consume...

In today’s visual analytics landscape, it’s more important than ever that we are building tools (dashboards, apps, websites) that prioritize effective insights. Too often, we see clients that have all sorts of data collected, loads of dashboards, excel exports, printed reports and email trails that...

Back in my days working in financial planning and analysis (FP&A), my job was rooted in data storytelling. I developed forecasts, ad hoc analyses, models and dashboards to help drive and empower decisions with data. Financial dashboarding, like any other skill, has a learning curve...

If you’re new to User-Centered Dashboard Development (UCDD), please check out the earlier posts in this series to get acclimated, found at the bottom of this post, then come back here!   We have finally made it to our final phase of the UCDD Framework: Evolve!...

If you’re new to User-Centered Dashboard Development (UCDD), please check out the earlier posts (also found at the bottom of this post) to get acclimated, then come back here!   Above: "Three… Two… One… Blast off!"  The time is here to launch our dashboard to our end...

In our previous post we previewed this phase, "Refine," since it goes hand in hand with the "Develop" phase. They dance a tango, one leading the other as they move together towards creating a dashboard ready for production. The goal of the "Refine" phase is...

(Re)Intro To This Series If you are reading this, you probably already made your way through my coworker Troy’s article, which was the first in this blog series about how the creation of music and the process of building out data visualizations share many similarities. Troy’s...

In our last blog post, we talked about the 3 principles to User-Centered Dashboard Development (UCDD):  Start with users, not with the data.  Not just users first, but users throughout.  Don’t build it and forget it. Build it and nurture it.  Now, we’re going to dig...

New year, new me! Tired of hearing that one yet? It's the time of year to start (and potentially abandon) your New Year's Resolutions. If you're kinda over the whole trend, I recommend this video from CGP Grey that replaces a single resolution with "Themes"...

There is a plethora of elements that go into a successful dashboard. Organizing these elements can be incredibly intimidating. So, how can we make the design process easy to understand and implement? What Are Design Principles? Why Are They Important for Dashboarding? Design principles are the tenets...

"It doesn't have to look good. It just has to work."  I have a client who often says this when I start a new dashboarding project. The statement seems paradoxical  because design and functionality are so intertwined. As Laws of UX says, "Users often perceive aesthetically...

Welcome back to Portals for Tableau 101! In today's lesson, we will cover how to add a dashboard to your portal from Tableau Server. If you missed the last lesson, please check it out as we cover how to set up your portal to connect...

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