michael le, dmitri rogulkin, designing public and private dashboards in tableau: best practices

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Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

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Page 1: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Michael Le,

Dmitri Rogulkin,

Designing Public And Private Dashboards In Tableau: Best Practices

Page 2: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Problem

Page 3: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Goals

Page 4: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Public Dashboard Best Practice Tableau Public

Private Dashboard Best Practice Tableau Server

Questions and Hopefully the Correct Answers

Overview

Page 5: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Public Dashboard Best Practice

Page 6: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Steps for creating Dashboards

1. Choose metrics that matter

2. Keep it visual

3. Make it interactive

4. Keep it current or don’t bother

5. Make it simple to access and use

Public Dashboard Best Practice

Page 7: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Institutional Dashboards: Navigational Tool for Colleges and Universities

Number 123, Winter 2012

Dashboard Best Practice

Page 8: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Indicator Group Usage Ranking by Category

Dashboard Best Practice

Category Indicator Group Percent

Financial Indicators Endowment & Expenses Data 80%

Admissions Admissions Scores 79%

Enrollment Enrollment Figures 77%

Faculty Faculty – General 77%

Student Outcomes Graduation Rates 73%

Page 9: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Using Tableau Public

Page 10: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

HSU IR Webpage

♦ Meaningful Navigation♦ General Data Dashboards

♦ Specialty Data Dashboards

♦ Data Dashboards - Under development

Using Tableau Public

Page 11: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

HSU IR Webpage

♦ Meaningful Navigation

♦ Monitor Usage

♦ Engage Specific Audiences

Using Tableau Public

Page 12: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Using Tableau Public

Page 13: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Example Time!

Page 14: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Redesigning a PDF

Page 15: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Redesigning a PDF

Page 16: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Redesigning a PDF

Page 17: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Answering a question for a Dean

Page 18: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

A Question

How do students in online classes do compared to face-to-face classes?

Page 19: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

A Question

Page 20: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

A Question

Page 21: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

A Question

Page 22: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

A Question

Page 23: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Humoring a Curiosity for the Budget Office

Page 24: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

A Curiosity for Improvement

Mike, I have a data set and I’m wondering if you can Tableau’ify it?

Page 25: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

A Curiosity for Improvement

Page 26: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

A Curiosity for Improvement

Page 27: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

To the WEB!http://www.humboldt.edu/irp/Dashboards/Budget-Actuals-FTES.html

Page 28: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Private Dashboard Best Practice

Page 29: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Steps for creating Dashboards

1. Know your audience

2. Make it simple

3. Make it actionable

Private Dashboard Best Practice

Page 30: Michael Le, Dmitri Rogulkin, Designing Public And Private Dashboards In Tableau: Best Practices

Michael LeHumboldt State University

[email protected]

Question and Answer

Presentation Will be Posted at:

www.humboldt.edu/irp/presentations.html

Dmitri RogulkinFresno State University

[email protected]