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Building Interactive Dashboards with Tableau

Building Interactive Dashboards with Tableau

by Tony Kau
Publisher: Packt Publishing
Release Date: July 2014
ISBN: 9781782177302
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Video Description

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

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

    • 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.

    Table of Contents

    1. Chapter 1 : Exploring Possibilities and Positioning for Success
      1. Beginning with the End in Mind 00:05:13
      2. Using "Show Me" and Chart Types 00:04:23
      3. Enabling User-facing Filtering 00:06:23
      4. Creating Parameters 00:10:44
      5. Calculating Your KPIs 00:10:11
    2. Chapter 2 : Strategic or Executive Dashboards
      1. Understanding the Strategic or Executive Dashboard Project 00:03:25
      2. Creating Text Elements 00:07:04
      3. Calculating Period-over-period Changes 00:08:43
      4. Visualizing Comparisons with Bullet Charts 00:07:33
      5. Arranging Elements on a Dashboard 00:05:46
    3. Chapter 3 : Tactical Dashboards
      1. Understanding the Tactical Dashboard Project 00:04:11
      2. Building Waterfall Charts 00:04:39
      3. Constructing Heat Map Charts 00:04:00
      4. Displaying Geographical Map Charts 00:06:26
      5. Linking Together Dashboard Objects 00:05:54
    4. Chpater 4 : Operational Dashboards
      1. Understanding the Operational Dashboard Project 00:07:22
      2. Building Combo Charts 00:09:16
      3. Constructing Positional Circle Charts 00:08:48
      4. Using URL Actions 00:10:53
      5. Linking Together Dashboards with Actions 00:08:20
    5. Chapter 5 : Analytical Dashboards
      1. Understanding the Analytical Dashboard Project 00:05:05
      2. Creating Robust Time-series Charts 00:08:05
      3. Using Parameters to Control Display and Slicing Dimensions 00:14:45
      4. Incorporating a Highlight Table 00:07:04
      5. Extracting Aggregated or Raw Data from the Viz 00:06:38
    6. Chapter 6 : Ad-hoc Dashboards
      1. Understanding the Ad-hoc Dashboard Project 00:04:32
      2. Working with Sets and Groups 00:07:40
      3. Creating Bins and Box and Whisker Charts 00:09:10
      4. Annotating Points, Marks, and Areas 00:06:13
      5. Generating Funnel Charts 00:07:19
    7. Chapter 7 : Customizing and Styling Your Dashboard
      1. Styling Concepts and Best Practices 00:04:16
      2. Formatting Axis Labels and Lines 00:08:21
      3. Creating Relevant Labels and Effective Number Formats 00:08:06
      4. Formulating Helpful and Informative Tooltips 00:12:01
      5. Formatting Parameters and Legends 00:05:20
    8. Chapter 8 : Dashboard Publication
      1. Preparing for Publication 00:04:01
      2. Publishing on Tableau Public 00:03:31
      3. Publishing on Tableau Server and Tableau Online 00:04:22
      4. Employing Tableau Reader 00:02:22
      5. Closing Thoughts and Next Steps 00:03:22