6 steps to enhance your tableau dashboard
Table of Contents
- 1 6 steps to enhance your tableau dashboard
- 1.1 Why has Tableau become famous? Why do people want to study how to use Tableau?
- 1.2 Do you want to build an effective dashboard? Here are the six tips for Tableau users.
Tableau is a first-rate data visualisation tool. It helps compile, analyse, and represent big data. Companies prefer to use Tableau as a data analysis application. The application has a friendly design with unique features. These are some reasons why Tableau has a growing fan base amongst big data techies. It offers some top-notch data visualisation options. You can study data more effectively while highlighting data points.
Why has Tableau become famous? Why do people want to study how to use Tableau?
Recently, with the increase of Big Data, the variables are numerous. So, studying these big numbers without an analysis tool is almost impossible. Also, companies are leveraging modern tools for data-driven decisions. So, it's important to have a tool to analyse and visualise data for swift solutions. But there are many data visualisation tools in the market. But almost all need prior knowledge about coding, etc. Tableau, on the other hand, is easy-to-use. You don't need any coding or technical language. You need to have strong analytical skills. Even a non-technical person can learn Tableau. Tableau's visualisation and insightful features have helped many companies grow exponentially. The app makes data interesting.
Now, you can choose to learn about Tableau by yourself. But a good Data Analyst Certification course helps you become literate on data visualisation and analysis. You learn the usage of Tableau. But unless you can extract insights to develop solutions, the app doesn't help much. So, a good course allows you to be mentored by industry leaders.
One of the important things that you learn is to design a dashboard. The app does offer you a basic dashboard. But you need to customise it as per your variables. It improves data analysis and tracks performances. This can be tricky.
Do you want to build an effective dashboard? Here are the six tips for Tableau users.
Connecting Data from All-Over
This is the key to creating an impactful dashboard. You need to collect and connect data from multiple sources for analysis. You aim to create a dashboard with access to all the information in the cloud or warehouse. Now, these steps increase the reliability of your insights. It helps you make key business decisions. Learn data analytics to handle big data rightly to make accurate predictions. A well-organised dashboard helps in identifying trends. Different data sets on a common field help track performance and completion of goals during the whole process.
There are many data visualisation tools around the globe. But the Tableau dashboard is a fan favourite. It offers key information and precise data. Also, you can choose a dynamic layout to assist in data reporting. Ensure that it helps split the information into many segments for better interpretation. Fix a dashboard size manually. Try to avoid using automatic sizing for maximum utilisation.
Provide Context and Proper Metrics
There are ways to elevate the effectiveness of the dashboard. First, writing a brief with a properly labelled axis is important. It is a key design tip to compare data against projected values, targets, etc. A well-organised dashboard helps in assessing information and presenting a good report. It should be easy to understand at first glance. Also, choosing the right metrics and small-size file images helps fulfil the organisational objectives and reduce the loading time to obtain optimal results.
Avoid Custom SQL & Enable Highlighting
Another major thing we can implement to improve the dashboard is to avoid using custom SQL in live connections, as they are difficult for databases to handle. Instead, using views in the database or multiple joins is recommended for implementing custom SQL. Secondly, enable a highlight button on the toolbar that oscillates between the views. When it is on, a selection in one view highlights the related data in other views. One can turn on the highlighter for a few selected or all fields. You can also turn it on to achieve fast processing speed and optimal results. In addition, we can also choose to display it in a way that highlights specific parts of a view based on their selection.
Limit the Views & Explore Better Visualisations
For a great dashboard experience, limiting the number of views to two or three in the dashboard is vital. Adding excessive views could result in losing visual clarity in the details and interference problems, causing performance issues in the dashboard after it is published. As an alternative, extra dashboards can be created to enhance the story scope. Utilising different visualisation features is an additional way to enrich our dashboard with relevant data points in a simplistic manner, such as graphs and charts. The use of colours and filters in the feature further helps in easy understanding and gaining insight.
Keeping the Tableau dashboard accessible without losing any data or graphical representation of important information is a tough task. Hence, we must ensure the availability of essential visualisation features on all devices, including mobiles. With the help of proper configuration and mobile business intelligence, provide the flow of data at all times. This is for informative purposes as well as analytical processes. The data visualisation features boost the dashboard's efficacy by notifying everybody about the changes and developments in real time.
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