Tableau – Gone in 4 seconds

by | Oct 10, 2016 | Tableau Pro Tips | 0 comments

Do You sometimes wonder whether You can deliver more powerful and professional Products/Dashboards?

The answer is “Yes You can!”. But How? One of the option is to implement “magic number four” and use proper color coding in all Your products.

Remember number 4 it is magic. Why?

4 Colors – Using of a maximum 4 colors makes the user does not feel overloaded by the amount of color and he can easier search for the information in the dashboard. Please read about the Color Dress Code in the second part of this post.
https://public.tableau.com/views/ColorDressCode_0/ColorDressCode?:embed=y&:display_count=yes

4 Visualizations – Using of a maximum 4 visualizations makes the user does not feel overloaded by the amount of information and he can easier search for the information in the dashboard. It is also very important from performance point of View. Using more than 4 Visualization in the Dashboard will most probably kill the performance.

4 Worksheets – Using of a maximum 4 worksheets makes the user does not feel overloaded by the amount of tabs and he can easier search for the information in the application. It is also very important from performance point of View. Using more than 4 worksheets in the Dashboard will most probably kill the performance.
If Your product has more than 4 worksheets but you are publishing only 4 on the server it will still affect performance, I recommend you to make a copy of the project, remove all worksheets which are not needed and publish only 4.

4 Seconds – This should be Your target every time you creating Dashboard, if User waits more than 4 second he is getting impatient, most probably he will try to find better/ faster tool to answer his question. Sometime it is not possible to create such a fast View but that should be always Your target. There will be another post covering Performance DNA soon.

4 Dashboard Areas – Dashboard should include four areas with different Priority
https://public.tableau.com/views/Howweseedashboards/Howweseedashboards?:embed=y&:display_count=yes

  • Priority 1 – Most important area – add here most important information NUMBERS which attract the users eye
  • Priority 2 – Important area – add here rest of Your analysis, drill down elements etc.
  • Priority 3 – Less important area – Product Title – It should be very short, aptly describing the contained content. Do not use big font size, it should not be huge like an Elephant. Users are looking for information’s not titles.
  • Priority 4 – Less important area – Product Filters & Additional Information’s – keep only most important information’s in the dashboard, do not add long text, if something is longer than 6 words nobody will read it. If You really need to add long definitions etc. keep them in the tooltip. You can create Info Icon and add to tooltip all needed information’s. Your users will not feel lost when they watching Your dashboard. Create Cover Page and move there all global filters, If You need to keep some of the filters in that Dashboard put them in the bottom or right side of the dashboard.

In total only few points to implement and You will get huge positive impact to Your tools!