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Tableau Dashboard Cookbook by Jen Stirrup

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Chapter 3. Interacting with Data for Dashboards

In this chapter, we will cover the following recipes:

  • Fun with filters – grouping your data with clarity
  • Hierarchies for revealing the dashboard message
  • Classifying your data for dashboards
  • Actions and interactions
  • Drilling into the details
  • Working with input controls

Introduction

A key aspect of dashboarding is that a dashboard should convey its message clearly and simply in order to help team members draw the right conclusions. Dashboards became more interesting to businesses when Kaplan and Norton introduced their Balanced Scorecard methodology in the 1990s. This introduced the dashboard as a way of measuring business performance with a particular focus on Key Performance Indicators (KPIs), which helped ...

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