Building Interactive Dashboards with Tableau [Video]

Building Interactive Dashboards with Tableau [Video]

Starting
Tony Kau

Create a variety of fully interactive and actionable Tableau dashboards that will inform and impress your audience!
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Video Details

ISBN 139781782177302
Course Length4 hours 31 minutes

About This Video

  • Increase your value to an organization by turning existing data into valuable, engaging business intelligence
  • Master the dashboard planning process by knowing which charts to use and how to create a cohesive flow for your audience
  • Includes best practices and efficient techniques to walk you through the creation of five progressively engaging dashboards

Who This Video Is For

If you are a data analyst looking for ways to create effective business dashboards at every level of your organization using Tableau, from Executive to Operations and Directors to Analysts, then this course is for you. Beginner-level understanding of how to use Tableau is expected.

Table of Contents

Exploring Possibilities and Positioning for Success
Beginning with the End in Mind
Using "Show Me" and Chart Types
Enabling User-facing Filtering
Creating Parameters
Calculating Your KPIs
Strategic or Executive Dashboards
Understanding the Strategic or Executive Dashboard Project
Creating Text Elements
Calculating Period-over-period Changes
Visualizing Comparisons with Bullet Charts
Arranging Elements on a Dashboard
Tactical Dashboards
Understanding the Tactical Dashboard Project
Building Waterfall Charts
Constructing Heat Map Charts
Displaying Geographical Map Charts
Linking Together Dashboard Objects
Operational Dashboards
Understanding the Operational Dashboard Project
Building Combo Charts
Constructing Positional Circle Charts
Using URL Actions
Linking Together Dashboards with Actions
Analytical Dashboards
Understanding the Analytical Dashboard Project
Creating Robust Time-series Charts
Using Parameters to Control Display and Slicing Dimensions
Incorporating a Highlight Table
Extracting Aggregated or Raw Data from the Viz
Ad-hoc Dashboards
Understanding the Ad-hoc Dashboard Project
Working with Sets and Groups
Creating Bins and Box and Whisker Charts
Annotating Points, Marks, and Areas
Generating Funnel Charts
Customizing and Styling Your Dashboard
Styling Concepts and Best Practices
Formatting Axis Labels and Lines
Creating Relevant Labels and Effective Number Formats
Formulating Helpful and Informative Tooltips
Formatting Parameters and Legends
Dashboard Publication
Preparing for Publication
Publishing on Tableau Public
Publishing on Tableau Server and Tableau Online
Employing Tableau Reader
Closing Thoughts and Next Steps

What You Will Learn

  • Develop intuitive and informative executive-level dashboards with the appropriate depth of interactivity
  • Empower tactical teams to track progress and opportunities using charts and interactivity that quickly surfaces key insights
  • Create engaging Operational dashboards to monitor pipeline activities and drive team KPIs
  • Expose advanced analytical tools to analysts and others who need to dive in deep to explore the data
  • Produce customized visualizations of data to support the decision processes of your stakeholders
  • Deliver your finished dashboard with an informative user interface that guides, informs, and amazes your audience
  • Publish and distribute your work confidently using the best methods and options for your audience

In Detail

As businesses collect increasing amounts of vital data, the need for effective, intuitive, and actionable interfaces increases every day. Tableau is part of a new class of business intelligence tools, which dramatically reduce the time and technical acumen required to derive insights from data and publish it in a consumable format.

We'll begin by laying the groundwork for a successful dashboard and then move on to constructing five different dashboards of increasing complexity.

Starting with the Strategic/Executive dashboard, we’ll design a few of the most common dashboard elements and assemble our first complete dashboard. Next, we’ll show you how to use Tactical dashboards for visualizations that can help depict progress and draw attention to important areas. We’ll then dive into increasing the dashboard interactivity by using Operational dashboards when focusing on granular detail. Using advanced techniques in Tableau, we’ll then show you how to use Analytical dashboards that can provide you with the tools to effectively extract knowledge from your data. We’ll also walk through how to quickly create a visualization using Ad-hoc dashboards that allow you to effectively keep an eye on a specific area of interest. Lastly, we’ll cover the styling settings and publication options and conclude with best practices.

This course guides you through the entire “how and why” of each task in the dashboard creation process, which will translate easily to your own dashboard projects.

Style and Approach

Packt video courses are designed to cover the breadth of the topic in short, hands-on, task-based videos. Each course is divided into short manageable sections, so you can watch the whole thing or jump to the bit you need. The focus is on practical instructions and screencasts showing you how to get the job done.

In this course, every step is demonstrated on-screen and explained practically, so you can effectively apply the techniques to your own projects. Learning the “why” behind each task is the key to being able to implement what you learn, and is emphasized for every stride along the way.

Authors

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Table of Contents

Exploring Possibilities and Positioning for Success
Beginning with the End in Mind
Using "Show Me" and Chart Types
Enabling User-facing Filtering
Creating Parameters
Calculating Your KPIs
Strategic or Executive Dashboards
Understanding the Strategic or Executive Dashboard Project
Creating Text Elements
Calculating Period-over-period Changes
Visualizing Comparisons with Bullet Charts
Arranging Elements on a Dashboard
Tactical Dashboards
Understanding the Tactical Dashboard Project
Building Waterfall Charts
Constructing Heat Map Charts
Displaying Geographical Map Charts
Linking Together Dashboard Objects
Operational Dashboards
Understanding the Operational Dashboard Project
Building Combo Charts
Constructing Positional Circle Charts
Using URL Actions
Linking Together Dashboards with Actions
Analytical Dashboards
Understanding the Analytical Dashboard Project
Creating Robust Time-series Charts
Using Parameters to Control Display and Slicing Dimensions
Incorporating a Highlight Table
Extracting Aggregated or Raw Data from the Viz
Ad-hoc Dashboards
Understanding the Ad-hoc Dashboard Project
Working with Sets and Groups
Creating Bins and Box and Whisker Charts
Annotating Points, Marks, and Areas
Generating Funnel Charts
Customizing and Styling Your Dashboard
Styling Concepts and Best Practices
Formatting Axis Labels and Lines
Creating Relevant Labels and Effective Number Formats
Formulating Helpful and Informative Tooltips
Formatting Parameters and Legends
Dashboard Publication
Preparing for Publication
Publishing on Tableau Public
Publishing on Tableau Server and Tableau Online
Employing Tableau Reader
Closing Thoughts and Next Steps

Video Details

ISBN 139781782177302
Course Length4 hours 31 minutes
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