Best Practices For Tableau Dashboard Design

To build the best practices in tableau dashboard to get the maximum number of insights, there are some strategies that one needs to follow. Before you look for Microsoft Power BI consulting services, it would be better to gather some basic knowledge about the Tableau dashboard design.

If you have to meet your customers’ requirements, we, the developers of Tableau development USA, at Techcronus are here to help you with some dashboard designing tips and tricks. Without further delay, let’s get started.

Looking To Hire Tableau Developer?

Effective dashboard layout

According to visual science, the top of the screen is the place where our eyes go first. So, if you want to put any critical notice or information, the top of the screen can be utilized. The layout of all the pages should be done correctly so that users do not find any difficult to find information. If needed, the options’ use as filter’ can filter the information required to the other page.

Aim for better performance

Divide the dashboard design into several categories to reach the desired level of precision. To do this, begin with the summary and then gradually move ahead to the details. Give users the choice to narrow down to the respective detail that they want. Further, the data source should be flexible enough to be developed for enhancing performance.

Use suitable charts that match your goals

Instead of putting numbers randomly on the screen, arrange the numbers visually appealingly using relevant charts and graphs. Given below is a table that will show which charts are suitable for which purposes:

Charts	Purposes served
Bar charts	Compares numbers
Stacked bars	Presents categorical comparisons
Line charts	Shows the trends that have changed with time
Scatter plots	To depict outliners

[/vc_column_inner][/vc_row_inner]

Have an idea of colour types and the purposes they serve

When you work with data, primarily while representing it, tableau best practices look at the values of the data and likewise apply color to it. In Tableau, these are the colors used:

Gradient colors – to depict scale.
Divergent colors – to show a profit.
Categorical colours – to categorize items (different colours are used for another category).

When choosing the colour, consistency is one thing that should be rightly maintained. The colour that you choose as a default one should be kept the same for all pages. For changing colours, click on the ‘colour’ option followed by ‘edit.’

Reduce dashboard objects to maximize actionable insights

When the information can be conveyed, put everything in one worksheet. Let us take an example here. If you have more than one category page, avoid displaying it separately on separate bar charts. Instead, use different colours, shapes and sizes in the worksheet to show them from other dimensions. Your goal should be to minimize the confusion of the users and make the presentation as clear to them as possible.

Three types of navigation can be used in Tableau – select, hover and menu. In select, the bar chart can be clicked. On the other hand, in hover, the data bounces back when overused. Again, the case of menu navigation takes the user to a completely separate worksheet.