Tableau Design Flow

As Tableau helps in analyzing down bunches of information over different time periods, measurements, and measures, it needs an exceptionally careful intending to create a decent dashboard or story. Thus, it is critical to know the way to deal with design of a decent dashboard. Like some other field of human attempt, there are many accepted procedures to be taken after to make great worksheets and dashboards.

In spite of the fact that the ultimate result anticipated from a Tableau project is in a perfect world a dashboard with story. There are many practices to create great worksheets and dashboards. There are many intermediate steps which should be finished to achieve this objective. Following is a flow diagram of configuration steps that should be ideally followed to make effective dashboards.

Design flow

Connect to the data source:

Tableau associates with all popular data sources. It has inbuilt connectors which deal with building up the connection, once the connection parameters are provided. Be it simple text files, relational sources, SQL sources or cloud data bases, Tableau connects to nearly every data source.

Build Data Views: Once connected to the  data source, Tableau condition is made accessible with every columns and data. The environment  is classified as dimensions and measures. Views  are constructed which are known as Reports by utilizing these dimensions and measures. To build these views easy drag and drop feature  is given by Tableau.

Enhance the Views: The views created  above should be upgraded promote by utilization of filters, Aggregations, Labeling of Axes, Formatting of colors and borders and so on.

Create Worksheets: Different worksheets are made to make distinctive views on the same or distinctive data.
Create and Organize Dashboards: Dashboards contain different worksheets which are connected it. So the action in any of the worksheet can change the result in the dashboard accordingly.

Create a Story: A sheet which contains the succession of worksheets or dashboards which pass on the information by working together is known as Story. The story is made to display how the facts are connected. The content is given, decisions related yo outcomes  are taken, a compelling case is made by Stories.

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