Demystifying dashboards in Tableau

This article talks about dashboards in Tableau, how to create them, the benefits of using them, and most importantly where to use them.

In the data-centered world we live in, understanding data is the key to making the best decisions for any business owner or consumer. There is an overwhelming amount of data available today and is meaningless unless someone gives an appropriate context to it. Once, the context is applied and the information is interpreted, it becomes imperative to translate it into a presentable format that can be understood by the end consumer. The complexity of the presentations depends on the end-consumer and can be made complex for the SMEs whereas the same data would need to be simplified for the general public. Tableau provides an easy-to-use tool called dashboard to gather all the relevant visualizations in one place and present them to technical and non-technical audiences.

Tableau defines dashboard as a collection of several views, letting you compare a variety of data simultaneously. For example, if there are a set of views related to each other, you can display them simultaneously in a dashboard for the stakeholder to review instead of viewing them in separate worksheets. Dashboards are available as a tab at the bottom of a workbook. Once worksheets are created, they can be used in a dashboard. Data in the worksheets and dashboard are connected. When a worksheet is modified, the data in the dashboard is also modified.

Create a dashboard:

Create a dashboard, in the same way, a new worksheet is created:

Benefits of Dashboards:

Dashboards are highly beneficial for visualizing and gathering insights from related data. It gives a clear view of the key data metrics that are important to any organization. Some of the other benefits are:

Uses of Dashboards:

The usage of dashboards will vary across industries and segments. However, the dashboards can be categorized into the following depending on the business functions:

Dashboard best practices:

These are some of the points recommended by Tableau to consider while creating a dashboard:

Conclusion:

Dashboards are a highly versatile and customizable tool that can be used in any industry, segment, or business function. They help to convey the right message to the end user and are easy to build. A well-designed dashboard can align the organization’s efforts, help uncover key insights, and speed up decision-making.

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