welcome [tc18.tableau.com] · intuitive dashboard design •teaching interactivity •define the...
TRANSCRIPT
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Welcome
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Self-teaching Dashboards:Building in Instructions to Complex Dashboards
Owen Xia
Software Engineer
Dashboard Applications
@owentableau
# T C 1 8
Jewel Loree
Product Manager
Dashboard Applications
@jeweloree
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Act 1: Scene 1-“Owen is very confused.”
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Principles of Intuitive Dashboard Design
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Thinking Through the Layout
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Determine what needs to go on your dashboard
•What questions are your users trying to answer?
•What do they need to answer that question (and what don’t they?)
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Keep each dashboard focused
Break your dashboard into multiple ones if you are trying to answer multiple questions.
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Think through the interaction flow
What actions are you planning on? Things that are meant to be interacted with should go on top. The results should go on bottom.
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Utilizing Text
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Make your title a question
This alerts the user to the purpose of your dashboard and gives them an idea of where to start.
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Check your axis labels
Sometimes dimension or measure names don’t really make sense. Check all your axis labels and make sure that your user knows precisely what they mean.
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Make human readable tooltips
The default tooltip formatting is awful and can do more to confuse people than help.
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Add a data dictionary
Define what all the dimensions and measures mean in your dataset.
Define how all calculated measures are calculated.
This ensures that everyone can trust the data!
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Try adding a “help” menu
Be explicit on what the workflow of the dashboard is by adding step by step instructions
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Teaching Interactivity
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Use titles to make it clear what is interactive
Titles are a great place to give explicit directions
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Start with an example
If a dashboard has a really complicated flow, try giving them an example question to ask and guide them through the answering.
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Utilize navigation to direct users through analysis
Take advantage of new navigation buttons to help your users move between the questions
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Filters are fun (or at least…they can be)!
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DO YOU REALLY NEED 10 FILTERS THO?
Too many filters slow down performance. They are also overwhelming to the user.
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Imply how to use the filter in the title
Imply the action that each one will do
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Prevent disappearing data
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Act 2: Scene 5-Owen chooses a bass
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Intuitive Dashboard Design
• Think through the layout• Define what questions your user is trying to answer
• Keep each dashboard focused on the question it’s trying to answer
• Think through the interaction workflow and layout your elements accordingly
• Utilizing Text• Make your titles into questions to prompt the users to try to answer the question
• Make sure your axis labels are user-friendly
• Either make human readable tooltips or turn them off
• Add a data dictionary
• Add a Hover help menu
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Intuitive Dashboard Design
• Teaching Interactivity• Define the expected interaction workflow through sheet titles
• Answer an example question to better help your user understand how to use the dashboard
• Utilize dashboard navigation as a way to propel your users through the workbook
• Make filters fun, not funky!• Get rid of unnecessary filters and focus on the question you want to answer
• Explained how to interact with different filters in their titles (choose, select, search)
• Prevent disappearing data by only using relevant values
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Q&A
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The FUTURE
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Thank you!
#TC18
@jeweloree & @owentableau
Don’t forget to sign up for the 2019.1 Beta!
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Please complete the
session survey from the
Session Details screen
in your TC18 app