Well, let's go ahead and get started here. Good morning or good afternoon, everyone. My name is Maxwell Croft, and you are here for dashboards and delivery, and we're so excited to have you. A few little things. This is Rachel with mentioning. If you do have any questions or comments during the session, feel free to put that in Q and A function or even into chat. Rachel will be monitoring that and interrupt me if something needs to be asked during the presentation, or we'll also have some time at the end to follow-up. This will be recorded and you guys will get a follow-up, recording access to it. So don't worry if you feel like you're gonna miss something. Gonna make sure that we share all of these materials with you afterwards. You're gonna see some QR codes here on the screen. If you guys do want to look at webinars that we've hosted in the past, or ones that we have coming up, feel free to join. We have a lot of great content over different platforms that we host throughout the year and even coming in twenty twenty four. We're gonna have a lot more to offer. So to kick things off, I wanna give a quick little intro about inner works. For if you if this is your first time being with us, welcome. We're glad that you're here, joining us. Anorworks is an analytics consulting company and we're global. We have teams all over the US, Europe, and Australia. I'm talking to you guys today from Chicago, and Rachel's joining us from Raleigh. Interworks specializes in helping people and teams succeed with tech. Tableau is a great example. We're a longtime partner with Tableau, and they have built a great analytics product that we love, and we're gonna be showcasing today. But what Interworks does alongside our partners and customers is we help build strategies and problem solving solutions to succeed with your technology journey wherever you are. We can help you guys with pretty much anything that you need succeed. We do things such as, data prep, data management, data architecture, cloud migration, server administration, embedded analytics, training, and a lot more. Today, we're gonna be talking about Tableau essentials, but I recommend that you also visit the interworks blog, and you're gonna find out about all the different tech we support and get some great advice from our global team. A few reminders, again, we are recording this web this session, and we will be putting on our website here in a few days. We'll send you an email if you register with us to let you know when it's available for access. So with that, let's go ahead and figure out who you're talking to today. Again, my name is Maxwell Croft. I'm a membership enablement lead here at Interworks, and my goal is to help you guys succeed with analytics. And sessions like this is a great way to do so to learn about how can I use this platform in a great efficient way? Rachel, if you would go ahead and introduce yourself. Yeah. My name is Rachel Kurtz. I'm an analytics architect here at Inworx. I've been here for about six years, living pretty much always on the East Coast. Have a background in data science, but help people with kind of the entire data lineage from data prep, data science, data visualization, help out clients that way. All the things. That's why I love having you here. Today, we're gonna be talking about a few things, guys. One, we're first gonna give an overview of what Tableau is, sure that a lot of you on the call have touched the tool before. We're gonna talk about what does the dashboard look like and what are some good tips and tricks. We can help to improve that to ensure we're getting the most out of it. Then how do we take our dashboards further, meaning we've created a few visualizations, publish these to server, but maybe they don't look great. Or we're curious as to why not many people are utilizing them in the way that they should. And then at the end, let's say that maybe a lot of us have been creating these visualizations just in the desktop tool, what does that look like in server and also some different embedded solutions as well? Before we get started here, I wanna take a quick little poll, and we're gonna have a few of these throughout our session. It's a good way to see who our audience is and to learn more from you guys. I'm curious, what is your experience with Tableau? I'm gonna have Rachel go ahead and start that for us. You're gonna see there's beginner, intermediate and expert. And these answers always come in so quickly. I love it. Mhmm. And then when I started in Arts, I was, like, I think even beginner would have been a stretch for where I was with Tableau, beginner would even been a very kind word for my level of Tableau. I didn't even know what Tableau was or how to say it correctly. Like, is it Tableau? I I have no idea. Exactly. So, yeah, we're all but you learn pretty quickly once you're doing it, you know, all day every day and teaching it and things. Agreed. Well, I think we have a good number of answers here. We can go ahead and end and share this. So it looks like for the most of it, or most part, a lot of us are intermediate. So maybe you've built a few visualizations before and put this into board, and maybe you're trying to learn some new tips and tricks. Great. I see that we also have a good amount of beginners, and this workshop is still perfect for you. We're not gonna be doing anything advanced, but we are gonna tell you how to ensure that we can take these dashboard beyond? How can we really start considering our audience throughout the design process? And we do have some experts. So We'd love to hear your tips and tricks as we're going through this. So if you do have any, be sure to put those in the chat because Rachel and I would love to learn from you guys and same with the inner works team and others here on this, webinar today. Are you still any comments or anything before we continue? No. No. I just love seeing such a giant plethora of, like, a range of people coming to to learn more about Tableau? Same here. I love it. Well, again, today we're gonna be talking about Tableau. And Tableau is a visual analytics software. That we're wanting to connect to some kind of data source and tell a story. Always like comparing Tableau to painting a picture. If I was gonna paint a picture, I need a few things. One, I need my paints, I need a canvas, and I need a gallery to show it off in. So whenever we go to start painting a picture, you wanna make sure that you get the right colors of paint, you mix up the, coloring, make sure that it's the right consistency, before you take that brush to the canvas. In Tableau, those are gonna be our data sources. You're gonna have a lot of different ones available to you. I think Tableau has eighty plus native data sources. Now with that data, I'm sure if I were to ask you on this call who has perfect data, no one's going to say yes. And if you do, I really wanna know your secret. But, we do wanna make sure that already is clean and tidy before we do connect to it. Just like our paint colors. We wanna make sure that it's the right color before we put that brush on the canvas. Now as we're painting this picture, we're gonna be doing this in Tableau desktop. We're gonna be building different visualizations to tell our users what is happening with our data. Then once we paint that picture, We then wanna show it off in a gallery. That's where we will be publishing these dashboards, the Tableau server, so then other users can log in and quickly and efficiently find those insight. And end to end, that's what we're doing with today's tool. Again, I mentioned that there's a ton of different sources out there. You guys might be working with Excel, Salesforce, SQL, or whatever data connections you have available at your company. Again, we do wanna make sure that those are clean and tidy before we start telling that story. Otherwise, you might wanna push back to a data cleaning software like Tableoprep, altrex, dataiku, or something else. Now what I enjoy about Tableau desktop is it's great drag and drop features. It's quick and efficient to drag a measure or dimension out into the view and instantly get get results. We're gonna be creating visualization to explore the data itself. It's gonna help us identify the insights to questions that we're asking and also what our stakeholders or other users are asking as well. And we're really telling a story with these visual visualization, these visuals queues that we're building throughout this journey. Now The overall Tableau workspace has a few things included. And Rachel was mentioning at the very beginning, you know, we we didn't, know what Tableau was whenever we both were engineers. We weren't using the tool. And Tableau kinda has its own language and all these terms that you have to learn. So the workspace to understand it is important. You have a few things that are included. First, you start with a worksheet. A worksheet is to where we're gonna be answering specific questions with a certain chart. Just like maybe we're curious as to who is my highest selling customer. You might have a bar chart to quickly show who that customer is, at the top. Now we're gonna have a, again, a lot of questions that we're asking. So we're gonna have multiple worksheets that then need to go into a dashboard. A dashboard is gonna be that overall picture frame to where we can land and look at a collection of worksheets that are related. And then you can imagine that we're not gonna answer all of our questions in one single dashboard. And if that was the case, I would never wanna use that dashboard because it'd be massive and probably very difficult to understand. But we're gonna have multiple dashboards that are gonna go into an overall workbook. So this is the overall workspace of Tableau itself, and I'm sure by our polling a lot of you are already familiar with that. So whenever we start with the dashboard, we wanna make sure that it's something that users can land on and quickly and efficiently understand. A lot of times whenever I'm starting to design something for a customer, I wanna start with a high level summary. That's gonna allow users to at a glance see how our data is performing and then drill down for more detail. I think that this is a really good way to help set up your dashboards, your data so then people can navigate to the areas that they need. Now as we're setting up these dashboard, we also need to consider what different personas are locking in and viewing these different views. I could have my c level executives. I could have my analyst, but also some of these users might not have a lot of training or, experience with Tableau itself. So as we're creating these views, we need to make sure that we're adding in contact. That we provide instructions so that people know how to navigate, interact, and find the answers that they need. And I think a lot of us that have used a tool like this before, know that real estate is precious on a dashboard. We don't have all the space in the world available to us. And we also wanna make sure that the workspace is clean and simple. So using things like an info button, we can provide that information on demand as needed, but also click keep the dashboard clean and tidy. Now I mentioned that I like to set up an overview dashboard. And sometimes people don't always understand what I mean by that. You're gonna see here that I have three different tiers better set up. Here, a, b, and c. So what am I including here? So let's say that whenever I land on this board, I might want to quickly get an overview of what the data looks like. Maybe this is where we wanna have a KPI dashboard. Key performance indicators where I can quickly look at the data and see if there is something I need to look into or not. TierB would be then looking at one of those KPIs in more detail. I can see that it's still a little more high level, but I do have some charts that are maybe explaining why I'm not trending the way that I should be. And then you can imagine as we're figuring out why there might be an issue with our data or something going on, we're gonna wanna see even more details, and that's where we get the tier c. So who is this for? A lot of times KPI dashboards, we can think about users like our CEOs, stakeholders, or maybe even practice leads that need to quickly and efficiently understand some primary actions and know if something is, worth looking into. Our tier b could be still at high level summaries for practice leads, managers, and others that want to apply some filters for their specific department and get closer to the answers that they're trying to answer. And then tier c, again, is that very detailed view to where employees the analyst, different users are wanting to look at the raw data itself to understand a deeper analysis of the data overall. I think this is a great way to help set up a dashboard so you have a nice way to quickly navigate and find the answers that you need. So this comes up to another poll here. And I'm curious For those of you that have built dashboards before, where do your current dashboards fall short? We're gonna see a few things here. The first one is bad data. Maybe you just purely need some training. You have opened up top, you've seen that blank worksheet, and you're like, I don't know how to build these different charts and dashboard. Staterdice formatting. Maybe, again, you haven't had that training or a style guide pushed out, and you're just kind of guessing what people need. Low engagement, maybe you've published a dash to the server, and no one's utilizing it. You're like, well, why isn't this, being used by anyone? And then the last one, feel free to send us a message in the chat. We're curious if there's something else that you're really struggling with. Seems like we've got a couple of people saying other and we've gotten some, responses in the chat. So thank you. I think that a better understanding of the data underlying dashboard is key, like Marcel was saying this earlier, right, like you definitely wanna make sure that your data is not just clean, but that you get where it's coming from, you get what it's representing, you know, like, every a little bit more about it. Tableau is helpful in that and that you can do a lot of that exploratory data analysis to under stand at some, but it's still good to go in with some knowledge. We also have a few other things about, dashboard actions and filters, which is fun to hear because we may be talking about those a little bit later today. And, yeah, depending on the problem, I'm there's a lot of responses. So I'm just kinda noting on a few that I'm not ignoring anybody intentionally. But depending on how the problem is difficult to build one dashboard. And that is exactly what Maxwell was just talking about of, like, that the problem of seeing the, like, one dashboard to rule them all, you know, just having, like, one thing that you can put all the information in. And so you do kind of want to to start like bringing in maybe introducing kind of that higher level one and then having the more detailed a summary one and then having the more detailed dashboards being linked from that with those dashboards to access we're talking about. I'm loving the chat just popping off right now. It was going crazy. Amazing. Let's go ahead and share this poll. I saw that there is, one chat that, everybody wants one dashboard for everything. I totally agree with you. And I don't wanna have to create ten different dashboards. I'm sorry. That's a huge waste of our time, and no one's gonna use it. So creating the overview dashboard to where you can drill down to those details such a great way to answer questions and needs for a lot of different on the company. So it looks like the hot the two top answers was training needed and standardized formatting for dashboards. And I agree. Even, like, whenever you log into the server environment at your company, you'll see that depending on who created it, there's all these different looks and feels and all the all the things being shown to you. And a lot of times, people don't have standardized templates or, style guides to follow. And so it can be difficult to know, well, how should this look? What is the best way to display this information? Training needed. Rachel and I can completely, relate to you. Whenever we first started, we went through a lot of formalized training to learn how to use the tool in an efficient good way. I will say that our blog has a ton of great resources a lot of replays like this and a ton of blog articles that will tell you where to start and how to start learning a lot more. And it looks like low engagement as well. I think today's presentation is great because we're gonna talk about how can we design this for a lot of different users So then we make sure that it's useful to them. Mhmm. Rachel, any more comments maybe from the chat or from, No. I think some of the things that people talked about in the chat is is the fact that, like, there's a couple of things that we will end up talking about. In the rest of this presentation today, actions and context are very big things, which will help drive adoption, and engagement with it. So that's a few things that people have talked hopefully we can help give you some tips and tricks on that. But yeah, all of it, it it makes a lot of sense and is a lot of the, like hurdles that we've found ourselves when working within clients or within our within our own company trying to get things, pushed forward and utilized. Well, speaking of utilizing dashboards is a great segue into thinking about our dashboards in Tableau itself. I'm gonna go ahead and open up desktop, and we're gonna be working with this dashboard here today. And I'm sure that most of you that have used Tableau before, you've heard of the dataset sample Superstore. It's kinda like an Amazon dataset to where we're selling different products across the United States, and we're trying to analyze our profit and our sales with each one of those products. Now this dashboard that we see here is a regional analysis, and it's pretty simple. You can see that there's a KPI. We're looking at what states are included even trending over some kind of timeline and maybe some more product detail. Now looking at this view, Rachel, I'm gonna put you on the spot here. What are maybe some things that are missing or ways to ensure that this is gonna be successful overall? Well, one of the things, and it's something that somebody brought up in the chat earlier when talking about, the the their challenges with dashboards is, context for this? How do I understand what that means? For example, the, total sales line chart? Like, what does that what what is the time frame for that? Like, what is that looking at or even what is the scale? Just a little bit more context on that as well as information on how I can interact with because right now I would see this as a static image and move on, but I think that that may not be the case because that's the great thing about Tableau. Right? Agreed. This isn't PowerPoint. PowerPoints is a flat file, and what you see is what you get. But with Tableau, we can click, navigate, and manipulate the visualization to answer questions and same with our end users. And that brings us to interactivity and adding in that context. If we allow users to have engagements to control the visualizations, we're gonna see that those visualizations are gonna be used more and more. Because if we can allow them to customize that for their needs, they're gonna be more happy and able to answer their specific question. I will say that a lot of times, whatever we're the designers of a dashboard, sometimes we don't always think about what others need. And we need to make sure that we are bringing in to them into the conversation early and making sure that we're considering their needs in question throughout the build process. Because we wanna create a dashboard that provides users with this kind of self-service, ability of the view. Now are you gonna create the perfect view first? No. But we're gonna talk about ways that we can iterate throughout the dashboarding process to make sure that that's gonna be more successful. So coming back to that dashboard that we were just looking at, Again, this was just a static image. I wanted to show what the dashboard would look like without context. But clicking here into the view, I can see that we've added in a little more information here. I see at the top that we have some instructions to where, you know, I can hover or select one of these KPIs to find more details. So let's play let's set up a story to where I'm an account executive, and possibly I'm an account executive of the south, and I'm curious how my different states are performing. So being that AE, I can land on this KPI, and I see, oh, yeah. Here are my states that are included, how I'm trending. I know that I can also click here to filter for that region specifically. Now I'm continuing down here, and I can look at different states that are included. I'm talking to you guys from Chicago, but I'm originally from Kentucky. So maybe I'm curious how is Kentucky performing? I know that I can click and, again, continuing to fill to filter to see more details. So I'm looking at this scatter plot down here. I I don't maybe this is the engineering me. I love scatter plots. I see this outlier. So I see that there's this global deluxe highback managers chair. I have really high profit and high sales. So Looking at this, I have found a product that I'm selling a lot of that is a high performer. Now what I really like about Tableau is, let's say that someone else was trying to find the same answer and they were looking at it in its spreadsheet. This would have taken you forever. But with literally two mouse clicks, I was able to find this great product that I'm doing, that I'm selling very well. Now looking at this view, we it's fine. We've answered a question, but I might be curious about even more details. Now mentioned in our Tableau workbook, we're also going to have multiple dashboards to give users more and more insights. I'm curious. Why why am I selling so much of this specific product? Down here at the bottom, I do have another dashboard. A product detail dashboard so I can see my product name, how many times someone's purchased it, discount sales profit. So what I might wanna do is allow users once they filter to find a specific product here, how can they drill down to another dashboard to filter and find out more details about a specific item. This is to where we wanna add in dashboard filter actions. To do so, on this dashboard, I'm gonna go up to the top toolbar to where I see dashboard, and then the option for action. You would wanna add in what is called a dashboard filter action. So on my menu down here, I'd wanna add in a filter. And I just wanna simply name this see more, information about. And I really like that you can make this dynamic to where I can insert product name here. So on that scatter plot, whenever I click on that high back chair, it's then gonna populate here with instruction to click on it. Now I do want to run this off of a particular sheet, which is my scatterplot, a little tip here I don't know if you guys ever have to go through and uncheck all of these. In the past, I would do it one by one, but a great little shortcut is If you select one and press control a to select all of them, you can then deselect all of them at once. And I love doing this. You just click off of all of them to be highlighted, and then I just want this to be sales and profit by product. So if anything, I hope that you guys learned a new little tip today of It is still my favorite tips and trick. I learned that the last time you've heard them, like, think you told me about it fairly recently, and I, like, I forget every time. Yep. It's I do. So much. I love that one so much. So we're just running this, action off of this single sheet on a menu because I do want it to populate a little tool tip and say, hey. Do you want a filter for this item? And then the target sheet is going to be our other dashboard, our product detail dashboard. Perfect. So now I've set it up. Let's go ahead and see it in action. I'm gonna go ahead and say okay here. And I'm really curious how this Hiback manager's chair is doing. I don't know about you guys. So I'm gonna click on that outlier on our scatter plot. And now I can see in the bottom of the tooltip, it says, Hey, do you wanna see more info about this item, which I do? I'm gonna go ahead and select it. And now I've drilled to this lower level dashboard. I can see that I've sold thirty seven of these chairs. I gave zero percent discount My sales are ten k, profit three k. So the reason I'm probably so profitable here is I've sold a good amount of these, and I didn't have to give a discount at all. Now, again, notice that within just a few mouse clicks, a user is quickly able to look at some very detailed views about items. While if this was in a spreadsheet or a crosstatt, it would have taken us a lot longer to find these answers. You're you're also gonna notice up here at the top. I do have returned overview. It's really good to also add a navigation button. So we can tell users how to navigate between each one of these views whenever they are in the, different lower level dashboard. Now coming back to our overview here, again, I looked at a specific region, a specific state to see detail. I also have a different dashboard. Remember that tier a, b, and c, you can kinda think of the same thing here. I do have a tier b dashboard. Maybe, again, that account executive, and I'm curious how my different states are performing. From our overview dashboard, I also wanna be able to drill down for a state and again see all of its details. You set up this filter action the same way we just did for the scatter plot. I'm gonna go back to my top toolbar to dashboard and action, and we're gonna add in another filter action. We're gonna see we're gonna say Seymour info about and then insert our state name And we're going to run this off of just the state map, and I hope you guys use this little tip here because you can notice how quickly I was able to select this. Again, we do want this to be run on a menu. And the dashboard, we need to change to be our state, sales, analysis. And we're gonna filter all the sheets for that specific state. Now something I forgot to mention in the last, filter action whenever I'm setting is this little option over here. It says clearing the selection wheel, keep things filtered, or show all values. So what this means is whenever I've filtered from, like, let's say I clicked on Kentucky and I filtered to that tier b dashboard. It's gonna filter for Kentucky, but then whenever I leave that dashboard, This first option will always keep it filtered to that state. But what if I did want it to reset and show me everything? That's where I'd want to show all values. So make sure you know the difference between those and you select the right one. Because sometimes you'll be using one of those dashboards randomly, you're like, wait, why am I missing all of my data? It's because of your filter action. And I see Rachel's smiling We've both done this many, many times. We have to go back and fix it. Okay. So I wanna go ahead and try out this filter action. I'm talking to you guys from Chicago today. So I'm gonna click here on Illinois. I'm gonna see my tool tip to where now I can filter to see more information about the specific state. And now I filter this lower level dashboard to see where, oh, Chicago, We are not profitable at all. Not doing so hot. I can look at our products here and I see chairs, tables, binder, We're selling a lot of these, but we are making no money, which isn't good. Maybe then I'd be like, well, what's happening? Are we giving a really high discount So you can see, again, within a few mouse clicks, we're able to quickly filter and find some great answers. That an account executive and manager and even an analyst might be curious about. Okay. Reach, I'm gonna pause here. Have there been any questions or anything about We do have a couple of questions, one question that was asked is, when you were doing that dashboard action, there was on the source sheet, there was the option for single select only and people were just wondering what that means and like what is the use for that. So yeah, over under run action on. There's that single select only checkbox. You know, Rachel? I am How I am not exactly sure what that one is. That I know. I was trying to look it up. You know what? We will have to look that up and get back to you because I don't actually know what that is. I think it's to where it would be clicking on a single item within the filter itself. But, again, I'm not totally sure. Oh, no. Actually, I think I do know what that is. Able objects as well as one of our meetings. You can you can select multiple states here and notice that I'm showing Illinois, Ohio and or sorry, Indiana and Kentucky. Mhmm. That's a great option. If you wanna be able to filter for multiple states at a time, Where this would break, if I used it for this, notice that we get the tooltip to filter for it as well, is if I filter to that state analysis dashboard, Notice up here at the top. Mhmm. This dashboard does not look great if you select multiple ones. So thank you whoever asked that in the chat because This would be an option to where I would wanna use that single select domain because I don't wanna give people the option to select more than one. Yep. For sure. And then we had one other question. I know I see some more questions coming in, but, just until, like, we'll we'll try to get more at the end. But one other question was They were noticing that all these dashboards are slightly different sizes, and then they were just asking what is kind of best practices when it comes to, the sizing. I think they're all yeah. See, this one is one thousand. Different. Mhmm. Yeah. This one is just desktop browser or the other ones for custom size. And just kinda like some best tip. Somebody in the chat responded back and said that fourteen hundred by nine hundred is good because it fits most laptop desktops. My suggestion would be it kinda depends a little bit on what you are. These, are definitely suggestions for it. But you should always, like, kind of see where you're going to be looking at. If everyone's got huge screens or you want this to be seen on a TV, right, that's gonna be a slightly different sizing than if you have on this, the one thing that I would definitely suggest against though is or suggest that you should always do is fixed size, and I would generally not do, what is it called Maxwell? It's not fixed size. It's automatic? Autom is it automatic? Yeah. We don't we don't recommend using an automatic for a few reasons. One, whenever let's say we're building a KPI dashboard and we're gonna float sheets out into the view. Whenever you publish that to server, doesn't always stay where you're expecting it to. So whenever you're looking at it in the server environment, you're like, this looks weird because, one, Pablo servers trying to look at the different devices that are logging in, and then change the dashboard to make sure that it fits. And those floating items don't always fit the way that we're expecting them Also, if everyone in the company kept on publishing dashboards that were automatic, then Tableos happened to rerender that dashboard every single time, for whoever's logging in to do that. And it's if it's having to do that for tons of dashboards, for tons of users, it's gonna drastically slow down the server. And that those are two really good reasons why to always use FedEx. And, yeah, Rachel, to your comment about the different sizes, I do recommend keeping the dash or consistent. So I probably would change that last one to be twelve hundred by nine hundred. Just so it matches these first two. So great call out, and I'm glad you guys are paying attention and noticing that. Well, Rachel, I'm gonna go ahead and continue. I see that we have lots of, things that are coming in. Love the chat. We'll make sure that if we don't answer it in this session, we'll have someone follow-up and make sure that your questions answered even after the webinar ends today. So now we wanna think about we've created an dashboard. We've made it interactive. How can we make sure that this is going to be a, sustainable and useful dashboard, everyone. I'm really curious before we do dive into this, what is your comfort level with dashboard design best practices. So I can say, I definitely come, my background is in chemical engineering, and I have an engineer's mindset to where I just wanna quickly build something and give you the answer. I did not make things look pretty and consider the user at all. It wasn't until Interworks. And I was like, oh, wait. UI UX design, that's a thing. I had no idea. But you can see we have three or four options here. Your experience is low, meaning I would like to learn more and get better, decent. You probably done, built a few dashboards, and you have worked with updating some of those different design tips. Great. Hi. Maybe you're a pro with it. We love that. Again, give us your tips and tricks. And others, feel free to let us know in the chat. Yeah. We are very fortunate that we have some of the the most creative people that we work with who can help us with our dashboard design because as much as I would love, I would love to be very creative, I journaling a little bit of assistance. I get blank page debilitation pretty intensely. Agreed. It's like going to paint a picture and you're looking at that white canvas and you're like, where do I start? I'm gonna mess up, and I don't know what to do. Yeah. And before we call that, yeah, it's, somebody commented, a senior leader sometimes insists on his design that is not best practice, and that is always a tough nut to crack for sure. Oftentimes just as a suggestion when we've, come upon that with clients is I'll end up making it twice once with the request that they have, and then once with the, with another way of doing it and show them both ways. And sometimes they end up going still with the one that they wanted, but it's generally good to show them both possibilities. Yeah. Just like with finance, people love to keep red and green. And I get it. It's been a thing for so long, but people that are color blind, that doesn't work well for them. So, we we can totally re relate with you guys. So it looks like for the most part, a lot of people selected low about fifty three percent of you. So I'm glad that you guys are gonna go through this next little section with us. You're gonna learn a lot, but also we have some really great webinar replays of a session called designing for data that is a deeper dive into what we're just discussing. And it looks like the second one, again, is decent that a lot of you have done a lot of design, best practices, but you're wanting to learn more. Again, reach out. We have some great resources that can help you guys out. So let's go ahead and continue on here. And again, I was mentioning, you know, after we do create our dashboard, we've spent forty hours or plus designing I don't know about you, but my eyes start to go crisscross, and I don't know what looks good or what looks bad. And I wanna make sure that before I publish it to server and other from my team and my manager can see it, that it looks good. So you can see here we have this UI checklist. At a high level, these are the key things that you guys should be considering before you do publish that to server. I know Rachel and myself, we both always go through and double check our dashboard with this exact list here. So let's say that you've built the dashboard before, maybe, something like this in the middle of the view. This dashboard is fine. I see that it's a portfolio portfolio summary, but if I'm honest with you guys, I might not want to share that with my CEO or my manager. I'd probably want to spend a little time making this look a little better. Now a lot of times, we don't always know where to start. And this list will definitely help you. Where I start is I wanna define the title and the spaces. What's the important information here? I can see there's three categories, asset class, industry performance, and asset performance. So go ahead and break apart the dashboard into to the different sections that you have. Then you wanna call out the important stuff. I might be concerned about some high level KPIs first, bonds, equities, foreign exchange. I'm also adding in details underneath, like Rachel and I mentioned, were important of how to navigate and utilize this dashboard. Then we want to make this automatic for people to look at and follow along without having to think twice. This is where we're going to use text as a hierarchy. And what do I mean by that? If we if you look at any application that you guys have on your phone or even on the internet, you will see that there's a text hierarchy automatically built in that you haven't even thought about. Typically, there's three different weight sizes. And companies use this weight size to guide you through their information without you having to think twice about it. Always like showing this next slide. You will read this first, and then you will read this one, then this one, and you will read this last. So you can see how important tech size is, the bold and the presentation of it because I don't know about you. I am exhaited on it. You will read this first, and my eyes aren't going anywhere else. So whenever we're looking at our data, board, we're typically gonna have three different types of information, title, part title body information. You can see as I'm clicking here, I'm transforming this in changing the representation of it to make this easy and automatic for our users to look at. So you can see how I took that simple information that we had at the start of the screen. I've kept the same type phase. I've changed the weights of the text and made it to where I can automatically see what the information is and then what sections I should look at first, second, and last. So this is why techs hierarchy is so important, and I really hope that you guys start utilizing some of these different weights in your views themselves. Now as we guide people through our views, we also need to make sure that we have logical chart placement put into play. Typically, I'm talking to you guys from Chicago. So I'm gonna use use case of the United States, in the US, a lot of people read in a z pattern, meaning that we start at the top left, and we go from left to right, and we go moving that zigzag to, digest information. A lot of times, we wanna orient our dashboards in the same way. I will recommend that templates are super helpful to keep this consistent across a lot of dashboards that you may build or others on your team may build. But you don't always have those available. I get it. There's a lot of great, templates available online and, different resources You guys can take a screenshot of this one if you want to. This is a high level summary to where we're looking at, like, head count, job movement, turnover, So if I was a manager, I'd want to quickly land and look at at a high level, how is my data performing? Maybe I'm concerned about Metric One. I see there were ten thousand, but we're trending down by seven point six percent from last year. Now if I'm in charge of this metric, I'd be like, woah, why is that happening? I can then drill down to see more details. And what's great using templates is you can keep that same look and feel. So then people can automatically see what the details are for this specific metric, and then gain those insights as to why you're not performing the way that you should. So I know that you don't always have these available. But if you can start leveraging some ideas like this, it's gonna help people to quickly and efficiently get the answers that they need. We also wanna consider things like accessibility, meaning can everyone look at this view and understand it? Color choice is so important. You do want to try and limit the colors on your dashboard. You don't wanna open something up, and it look like a circus to where it's like, whoa, like, the crown box, it floated all over this dashboard. So try and limit those. If you're going over seven colors, that's way too many, And also be aware of color deficiencies. I brought up the red and green issue. People on this call, I'm sure there's a lot of people that have joined us today, one's most likely color blind. And if the entire dashboards are red and green, some users aren't gonna have the same experience as others will. So make sure you take things like that into consideration. There's a lot of great opt sites out there that can help you with color blindness, if you guys do wanna try and look into those. Now as you are trying to evaluate the dashboard, make sure that you ask people, ask them what they need. Watch them use it and always lean towards simple. You can spend a ton of time developing a dashboard that you think people will utilize. But then whenever they go to use it, they'll be like, what's this? This isn't what I was expecting. That's why it's important to bring them into the conversation early, watch them use it, and then you're gonna see how you can help improve that. I love showing this picture because you could spend a ton of time taping this beautiful walkway and building a bench and putting it there for people to sit on and enjoy. But all the people are concerned about it's getting over to that bridge and getting home or getting to the store. And humans, we're just gonna naturally take the quickest path forward. And if we design a dashboard that isn't answering or meeting the needs that people have, they're not gonna use it the way that you're expecting them to. So we wanna make sure that we iterate and we collaborate often. So we can ensure that this dashboard isn't just gonna sit on tableau server and never get used. So we started with something like this. Again, a fine dashboard, but If I'm honest, there can be some design best practices applied to it. Through that UI checklist, we're able to make something that's clean and crisp to where anyone can land and figure out how they're doing. Now one dashboard is not doesn't fit all. You're gonna have multiple versions of the same view, which is fine. Maybe marketing wants a different header added in, possibly people are requesting a black background or something else. That's fine. Just make sure that the story overall is clear and intuitive to what other whatever user's gonna land here and try and interpret these different metrics. So, that entire series that I just went through is all in our blog. I know that I'm pretty sure I saw it here in the chat. You wanna look at more details about design, I'd highly recommend going and reviewing that. Now next would be, let's say, we have built this dashboard here in desktop, and possibly we need to share this with other users. This is to where we would then want to publish this to Tableau server. Now I'm just gonna quickly do this. We're not gonna get into all the details here, but, basically, I'd wanna go to server, make sure I'm signed in, and then select to publish this workbook. You would need to know your credentials where this dashboard's going to live. Again, that would be specific to your company. And make sure you always give it some kind of meaningful name. Just for this training instance, I'm going to, put this as October third. The date that we're talking at the start of our webinar here. And, go ahead and publish this to server. The reason I'm doing this is I want to be able to show you guys what this dashboard would look in server as compared to desktop. Now this, dashboard is pretty small, so it's gonna load really quickly. And once it does, your Internet browser is automatically gonna open to where that was published. So now I'm gonna be able to see that dashboard from Tableau desktop put into Tableau server. It has, for the most part, the same look and feel, but now I don't have all those, dimensions and measures and everything to where I can edit this workbook. This is purely where people are gonna land and start viewing the dashboard overall. I can see where I can still click, filter, and navigate throughout this view for more and more details if needed. So this is our end goal. Feel to create a meaningful visualization, publish it to server for others to quickly navigate through and interpret. Now what have we done here? So we've talked about a few things. One, we're working with first our data layer. This is to where we have our raw data in Excel, Snowflake, SQL, whatever data plays data source that we're working with. We're then using an analytics layer to help tell that story. Today, I highlighted using Tableau. We built a dashboard using that sample superstore data set. And then we need some kind of presentation layer for people to quickly and efficiently interpret these different views. Now there could be instances, and I'm sure a lot of you here on this call, you don't just use Tableau, maybe use Power BI use thought spot or some kind of other analytics layer. This is to where sometimes end users are confused where they need to go to find these different answers. At interworks, we have a product that's called curator. So where we can bring all of these embedded analytics together, frame up your content to where it's the same look and feel to our end users can seamlessly think that all this information's been brought together. So we can enable them to quickly share the insights and find the answers that they need. So what is this product that I'm talking about? This is actually a site that we have, that you guys can navigate to. It's called Innerburger. But, basically, we have a platform to where we're showcasing a tool like Tableau to where we can look at some KPI dashboards. But also, along with it, we have another tool called thought spot. So we have two different platforms that are reporting to answer questions of whichever user needs to log in and look at this. What I really like about curator is it takes away some of those design practices and things that some of you commented on that you have a trouble with. Just like up here, we have a standard banner that's added in, some standard titles and filters that are consistent across all of our different dashboard. So then users can land here and have the same look and feel between all the different dashboards that they're utilizing. We can add in messaging. Just like that info button that I was mentioning. So where we can land and let's say we needed to use this map, we're gonna get info of how to look, how to navigate, and how to interpret this view. Possibly, we wanna have, consistent filters across all of our different dashboards. Sometimes it's I don't wanna say frustrating, but maybe annoying to have to always make sure that you add in all the filters that you need that they work correctly and that they're consistent. Because a lot of people be like, I need all the filters in the world. And sometimes they just don't. In curator, you can set up specific filters again that are consistent and useful across all the views that you're utilizing. You can re build reports and even create all these custom views much like you would in Tableau Server. Overall, I think that this is a really great product, especially if you're recording between different platforms, or even if you're trying to create that standard design practice within your company, and wanna be able to have a tool that's gonna do the heavy lifting for you. Tierator could be your answer. So there's no coding required You can literally launch this in under a week. It's really quick, and you can have support by experts, at interworks. So if you do have questions or you wanna learn more, you can look at our blog and also contact us to look at curator in more detail. So I'm curious. We're gonna take another little poll here. Where are you with embedded analytics? And we're not we're not gonna share this one. We're just curious internally how many of you might be utilizing a tool like this, or maybe you've never even heard of it. Feel free to give us a quick little answer here. While we're doing that, there's been a couple of questions that I've come through q and a. One that just came through is do you have to have Tableau server to use curator? And, yes, if you wanna visualize your Tableau workbooks, you do need to have Tableau server in order to utilize curator because it it references your Tableau server. So if those are the ones, that you're trying to visualize, then, yes, you do need that. And that's a great question because I also wanna show really quick. So what would happen is I would published to Tableau server, the dashboard would look like this, like, just what I was showing you. And then, basically, in curator in the background, you just link it to where where this lives on Tableau server, and this is actually what the dashboard would look like in curator. It has the same information that you would see, but we have all of our our, standard menu bars that is very customizable. Download full screen, you have a lot of different options that are available to you. So it's pretty simple, and it's literally just tell curator where it lives, and then it's gonna be brought forward. Rachel, were there some more questions too? Yes. There is another question. And, some of you who put in some questions into Q and A, we will probably be contacting you afterwards because they're they're very specific to like, a particular dashboard. So look for our contact afterwards. I'm not ignoring you. Another one that was brought up. Well, I'm just gonna end this poll so we can see screens, was would, like, when would you suggest using a story versus a dashboard? If you have any kind of like tricks on that. I have used stories only, like, a handful of times personally. But I do see kinda like their benefits as well. I think a story let's say that I've been building a dash for management, and I wanna go and showcase this in one singular view. Story allows you to take multiple dashboards or worksheets and put them into one storyline to where you can click through it and narrate changes that have been made or updates in the dashboard itself. Now the thing about stories is you're not gonna have that interactivity that you would with the normal dashboard. So if I'm gonna be publishing this to server and I want users to navigate through the views and find details, keep it as regular dashboard. A stories really for me is if I'm gonna be publishing this to Tap Republic, and I wanna create some kind of storyline, great. Or if I want to maybe teach people how to use the dashboard. You can create a story to give them captions of information of why you'd use the view and instructions there as well. Good question. Yeah. So like I said, there's a couple other questions that, we will contact and I don't think there are too many other things that, there are a lot of things in the chat. So I apologize. You know, we're a very chatty group, which we absolutely love you being as interactive. So I apologize if anything flew past me before I was able to, note it. Oh, there was one other question. Is there a way to see how the dash board will look on the server without uploading it, kinda giving a little preview. And I do not know of one. You can select the sorry. My zoom controls are blocking me. This little preview button up here, this basically removes all the backgrounds. And you can see the same look and feel. That's the best way you'll the tabs will be down at the bottom instead of at the top. But, basically, this is how it would look in server once it's published. Yeah. If you wanna look at it in desktop. But if it has to do more of, like, whether the font that you're using is up on server, there's not really a way of being able to preview that without without uploading it. Yep. Correct. That was another question. That came through. Well, I see that we're right at time, and I really thank you guys for all of your participation. This has been great. We love getting all these answers and responses from you because if we get to learn more about customers and others that are out there in analytics field and what they're struggling with and what they wanna learn more about. If you did send in a question today and we weren't able to get to it, as Rachel mentioned, we'll reach out and make sure that we try and address anything that you need Also, feel free to contact us. We'd be more than happy to try and help you guys with your analytics journey overall. You will get an email in a after this webinar ends with a link to the recording and any links and information that we find pertinent. Do wanna thank you, and Rachel, thank you so much for assisting me today. I really enjoyed it. And I hope all of you have a great rest of your week. So thank everyone so much, and we'll see you next time. Thank you. Bye guys.