Fundamentals
The main audience to keep in mind when creating a dashboard
What is Users?
This chart allows users to clearly see how values compare against each other
What is a Bar Chart?
This chart is two interlocking bar charts -- most useful when there is a need to illustrate change between two points
What is a Bar in bar chart?
This is often linked or added as a tab to help users understand key terms and definitions?
A chart do we rarely or never use because it's hard to read with more than 3-4 categories
What is a Pie Chart
This will determine what type of charts you use
What is Business Question?
This chart is used to show change over time
What is a Line Chart?
This chart is useful for understanding how an initial value is affected by a series of positive and negative values
What is a Waterfall Chart?
All fonts on the entire dashboard including axes and tool tips should be this
What is IBM Plex Sans?
What is Too much data and/or text
This allows you to publish and share your dashboard with users across the organization
What is Tableau Server?
This chart is great for showing progress towards a goal
What is a Bullet chart?
This chart is used to depict a flow from one set of values to another
What is a Sankey Diagram?
Adding this button to all filters in a dashboard provides an easier user experience?
What is Apply Button?
Doing this in tableau rather than in SQL slows down the performance of the dashboard and makes it tough for users to filter
What is Blending data sources?
This IBM slack channel provides updates on the tableau server
What is #marketing-tableau-users slack channel?
This chart can show you which quadrant a value falls under based on 2 main metrics
What is a Correlation Chart?
This is a type of chart that contains both bars and a line graph, where individual values are represented in descending order by bars, and the cumulative total is represented by the line
What is a Pareto Chart?
This is seen throughout dashboards to guide users through the insights on the dashboard
What are Guiding Questions?
Our data sources are never connected in this form, rather they are always extracts or slate
What is a Live data connection
This tool is used to improve performance when our data sets are very large
What is Slate?
This chart is good at identifying areas of focus among many categories
What is a Heat Map
This feature is used to represent the hierarchical data view of the visualization
What is Drill Up/Drill Down?
What are Benchmarks
This makes your dashboard both unreliable and unusable
What is incorrect data/unvalidated data