Top 10 best practices for building dashboards w/ Tableau Desktop. View the webinar video recording and download this deck. http://www.senturus.com/resources/10-best-practices-for-tableau-dashboard-design/. This webinar provides tips for effective dashboard design, better approaches for creating user interfaces and new ideas on what dashboards can do to drive actionable insights. The following best practices are discussed: 1) How to design a dashboard with a goal in mind, 2) How the overall dashboard layout impacts effectiveness, 3) How to design for best performance, 4) Which chart type works best for a specific goal, 5) How to use the three color types effectively, 6) How to get the most impact from text, 7) How to minimize dashboard objects while maximizing actionable insights, 8) When to use any of the three basic types of navigation, 9) Some things to (almost) never do and 10) Two guiding principles for all dashboards. Senturus, a business analytics consulting firm, has a resource library with hundreds of free recorded webinars, trainings, demos and unbiased product reviews. Take a look and share them with your colleagues and friends: http://www.senturus.com/resources/.

1. Data Exploration and Actionable Insights
10 BEST PRACTICES FOR TABLEAU
DASHBOARD DESIGN

2. • Introduction: Today’s Presenters
• 10 Best Practices for Tableau Dashboard Design
– Overview and Live Demonstrations
• Free Offers
• Senturus Introduction
Today’s Agenda
2Copyright 2015 Senturus, Inc. All Rights Reserved

3. Jim Frazier
Vice President of Client
Solutions
Senturus
Introduction: Today’s Presenters
Copyright 2015 Senturus, Inc. All Rights Reserved 3
Chuck Hooper
Tableau “Zen” Master

4. This slide deck is part of the “10 Best Practices for
Tableau Dashboard Design” recorded webinar. To view
the FREE recording of the entire presentation and
download the slide deck, go to:
www.senturus.com/resources/10-best-practices-for-
tableau-dashboard-design/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com
Hear The Recording
4Copyright 2015 Senturus, Inc. All Rights Reserved

5. Resource Library
Senturus’ whole purpose is to make you
successful with Business Analytics. Thus,
we offer a series of technology-neutral
webinars, training on specific software,
demonstrations, and no-holds-barred
reviews of new software releases. We
host dozens of live webinars every year
and we offer a comprehensive library of
recorded webinars, demos, white papers,
presentations and case studies on our
website--a wealth of learning resources.
Most of our content is custom created
and constantly updated, so visit us often
to see what’s new in the industry.
www.senturus.com/resources/
5Copyright 2015 Senturus, Inc. All Rights Reserved

6. How long have you been using Tableau?
AUDIENCE POLL

7. Overview and Live Demonstrations
10 BEST PRACTICES FOR TABLEAU
DASHBOARD DESIGN

8. This slide deck is part of the “10 Best Practices for
Tableau Dashboard Design” recorded webinar. To view
the FREE recording of the entire presentation and
download the slide deck, go to:
www.senturus.com/resources/10-best-practices-for-
tableau-dashboard-design/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com
Hear The Recording
8Copyright 2015 Senturus, Inc. All Rights Reserved

9. 1. How to design a dashboard with a goal in mind.
2. How the overall dashboard layout impacts effectiveness.
3. How to design for best performance.
4. Which chart type work best, for specific goals.
5. How to use the three color types effectively.
6. How to get the most impact from text.
7. How to minimize dashboard object while maximizing actionable
insights.
8. When to use any of the three basic types of navigation.
9. Some things to (almost) never do.
10. The two fundamental, guiding principles, for all dashboards.
Pulling it all together....
9Copyright 2015 Senturus, Inc. All Rights Reserved
“10 Best Good Practices for Tableau Dashboard Design”

10. 1. How to design a dashboard with a goal in mind.
2. How the overall dashboard layout impacts effectiveness.
3. How to design for best performance.
4. Which chart type work best, for specific goals.
5. How to use the three color types effectively.
6. How to get the most impact from text.
7. How to minimize dashboard object while maximizing actionable
insights.
8. When to use any of the three basic types of navigation.
9. Some things to (almost) never do.
10. The two fundamental, guiding principles, for all dashboards.
Pulling it all together....
10Copyright 2015 Senturus, Inc. All Rights Reserved
“10 Best Good Practices for Tableau Dashboard Design”

11. 11Copyright 2015 Senturus, Inc. All Rights Reserved
Goal-Bad
Customer
State
0K 20K 40K 60K 80K 100K 120K 140K 160K 180K 200K 220K 240K 260K 280K 300K 320K 340K
Sales $
Product Sales/Profit Summary
Product Name
Riverside Palais Royal Lawyers Bookcase, Royale Cherry Finish
Hewlett Packard LaserJet 3310 Copier
Fellowes PB500 Electric Punch Plastic Comb Binding Machine with Manual Bind
Fellowes PB300 Plastic Comb Binding Machine
Polycom ViewStation™ Adapter H323 Videoconferencing Unit
Chromcraft Bull-Nose Wood 48" x 96" Rectangular Conference Tables
Bretford CR4500 Series Slim Rectangular Table
Global Troy™ Executive Leather Low-Back Tilter
SAFCO PlanMaster Heigh-Adjustable Drafting Table Base, 43w x 30d x 30-37h, Black
GBC DocuBind 200 Manual Binding Machine
Alabama
Arizona
California
Colorado
Connecticut
Delaware
Florida
Georgia
Idaho
State Sales/Profit Summary
0K 10K 20K 30K 40K 50K 60K
Sales $
70K 80K 90K 100K 110K
956 41,284
Profit $
“10 Best Good Practices for Tableau Dashboard Design”

12. 12Copyright 2015 Senturus, Inc. All Rights Reserved
Goal-Good
Product Cate.. Month of Ord..
Click a Bar to See Detail
Region
Central East South West
0K 20K 40K 60K 0K
Sales $
20K 40K 60K 0K
Sales $
20K 40K 60K 0K
Sales $
20K 40K 60K
Sales $
Furniture January
February
March
Office
Supplies
January
February
March
Technology January
February
March
Selected detail
-11,989 18,731
Profit $
“10 Best Good Practices for Tableau Dashboard Design”

13. 1. How to design a dashboard with a goal in mind.
2. How the overall dashboard layout impacts effectiveness.
3. How to design for best performance.
4. Which chart type work best, for specific goals.
5. How to use the three color types effectively.
6. How to get the most impact from text.
7. How to minimize dashboard object while maximizing actionable
insights.
8. When to use any of the three basic types of navigation.
9. Some things to (almost) never do.
10. The two fundamental, guiding principles, for all dashboards.
Pulling it all together....
13Copyright 2015 Senturus, Inc. All Rights Reserved
“10 Best Good Practices for Tableau Dashboard Design”

14. 14Copyright 2015 Senturus, Inc. All Rights Reserved
Layout-Bad
Product Cont..
Region
Central East South West
0K 400K 0K
Sales $
400K 0K
Sales $
400K 0K
Sales $
400K
Sales $
Jumbo Box
Jumbo Drum
Large Box
Medium Box
Small Box
Small Pack
Wrap Bag
DRIVER - Click a bar to change other charts
Product
Container
Product
Category
Customer Segment
Consumer Corporate Home Office Small Business
100K 200K
Sales $
100K
Sales $
100K 200K
Sales $
100K
Sales $
Jumbo Box Furniture
Technology
Jumbo Drum Furniture
Office Supplies
Technology
Large Box Furniture
Office Supplies
Technology
Medium Box Furniture
Office Supplies
Technology
Small Box Furniture
Office Supplies
Technology
Small Pack Furniture
Office SuppliesCustomer State
0K 50K 100K 150K 200K 250K 300K
Sales $
Massachusetts
Michigan
New York
Nebraska
Illinois
New Jersey
North Carolina
Maryland
Utah
Florida
Sheet 16
“10 Best Good Practices for Tableau Dashboard Design”

15. 15Copyright 2015 Senturus, Inc. All Rights Reserved
Layout-Good
Product Cont..
Region
Central East South West
0K 400K 0K
Sales $
400K 0K
Sales $
400K 0K
Sales $
400K
Sales $
Jumbo Box
Jumbo Drum
Large Box
Medium Box
Small Box
Small Pack
Wrap Bag
DRIVER - Click a bar to change other charts
Product
Container
Product
Category
Customer Segment
Consumer Corporate Home Office Small Business
100K 200K
Sales $
100K
Sales $
100K 200K
Sales $
100K
Sales $
Jumbo Box Furniture
Technology
Jumbo Drum Furniture
Office Supplies
Technology
Large Box Furniture
Office Supplies
Technology
Medium Box Furniture
Office Supplies
Technology
Small Box Furniture
Office Supplies
Technology
Furniture
Customer State
Massachusetts
Michigan
New York
Nebraska
Illinois
New Jersey
North Carolina
Maryland
0K 50K 100K 150K 200K 250K 300K
Sales $
“10 Best Good Practices for Tableau Dashboard Design”

16. 1. How to design a dashboard with a goal in mind.
2. How the overall dashboard layout impacts effectiveness.
3. How to design for best performance.
4. Which chart type work best, for specific goals.
5. How to use the three color types effectively.
6. How to get the most impact from text.
7. How to minimize dashboard object while maximizing actionable
insights.
8. When to use any of the three basic types of navigation.
9. Some things to (almost) never do.
10. The two fundamental, guiding principles, for all dashboards.
Pulling it all together....
16Copyright 2015 Senturus, Inc. All Rights Reserved
“10 Best Good Practices for Tableau Dashboard Design”

17. This slide deck is part of the “10 Best Practices for
Tableau Dashboard Design” recorded webinar. To view
the FREE recording of the entire presentation and
download the slide deck, go to:
www.senturus.com/resources/10-best-practices-for-
tableau-dashboard-design/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com
Hear The Recording
17Copyright 2015 Senturus, Inc. All Rights Reserved

18. 18Copyright 2015 Senturus, Inc. All Rights Reserved
Performance
Region Home Office Consumer Small Business Corporate
0K 20K 40K
Profit $
0K 20K 40K 60K 0K 20K 40K
Profit $ Profit $
0K 20K 40K
Profit $
Central
East
South
West
AGG-1 (16 Records) Agg-2 (200 Records)
Customer Segment
Agg-4 (35k Records)
“10 Best Good Practices for Tableau Dashboard Design”

19. 1. How to design a dashboard with a goal in mind.
2. How the overall dashboard layout impacts effectiveness.
3. How to design for best performance.
4. Which chart type work best, for specific goals.
5. How to use the three color types effectively.
6. How to get the most impact from text.
7. How to minimize dashboard object while maximizing actionable
insights.
8. When to use any of the three basic types of navigation.
9. Some things to (almost) never do.
10. The two fundamental, guiding principles, for all dashboards.
Pulling it all together....
19Copyright 2015 Senturus, Inc. All Rights Reserved
“10 Best Good Practices for Tableau Dashboard Design”

20. Copyright 2015 Senturus, Inc. All Rights Reserved
Small Business
126,295
0K 100K 200K 300K 400K 500K 600K 700K
Sales $
800K 900K 1000K 1100K 1200K 1300K
Central
East
South
West
Small Business
181,617
Small Business
372,400
Small Business
296,023
Home Office
327,866
Home Office
229,878
Home Office
355,049
Home Office
204,647
Consumer
260,091
Consumer
188,408
Consumer
149,491
Consumer
369,045
Corporate
479,255
Corporate
342,328
Corporate
381,116
Corporate
193,326
Bars - Categorical Comparison
Region
“10 Best Good Practices for Tableau Dashboard Design”

21. 21Copyright 2015 Senturus, Inc. All Rights Reserved
January 2014 March 2014 May 2014 July 2014 September 2014
Month of Ship Date
November 2014 January 2015 March 2015
Sales$
Scatter - Compare different measures
220K
200K
180K
160K
140K
120K
100K
80K
60K
40K
20K
0K
Product Category
Furniture Office Supplies Technology
“10 Best Good Practices for Tableau Dashboard Design”

22. 22Copyright 2015 Senturus, Inc. All Rights Reserved
0K 50K 100K 150K 200K 250K
Sales $
300K 350K 400K 450K 500K
-10K
0K
Product Category
Furniture
10K
20K
Profit$
Scatter - different measures
70K
60K
50K
40K
30K
Office Supplies
Technology
Region
Central
East
South
West
“10 Best Good Practices for Tableau Dashboard Design”

23. 23Copyright 2015 Senturus, Inc. All Rights Reserved
Maps - TAKE advantage of Demographics! Sales $
651
50,000
100,000
153,477
-7,521 20,018
Profit $
Per Capita Income
11,000 to 24,100
24,100 to 27,200
27,200 to 30,200
30,200 to 34,300
34,300 to 87,700
“10 Best Good Practices for Tableau Dashboard Design”

24. 24Copyright 2015 Senturus, Inc. All Rights Reserved
Customer State
Arizona
0K 20K 40K 60K 80K 100K 120K
Sales $
140K 160K 180K 200K 220K 240K
California
Colorado
Idaho
New Jersey
Virginia
Washington
Wisconsin
NOTE: The grey shading
Compare LIKE values (Example Prev Yr Sales versus New Yr Quota
Blue Bar = Sales$. Black Line = Quota$
“10 Best Good Practices for Tableau Dashboard Design”

25. This slide deck is part of the “10 Best Practices for
Tableau Dashboard Design” recorded webinar. To view
the FREE recording of the entire presentation and
download the slide deck, go to:
www.senturus.com/resources/10-best-practices-for-
tableau-dashboard-design/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com
Hear The Recording
25Copyright 2015 Senturus, Inc. All Rights Reserved

26. 1. How to design a dashboard with a goal in mind.
2. How the overall dashboard layout impacts effectiveness.
3. How to design for best performance.
4. Which chart type work best, for specific goals.
5. How to use the three color types effectively.
6. How to get the most impact from text.
7. How to minimize dashboard object while maximizing actionable
insights.
8. When to use any of the three basic types of navigation.
9. Some things to (almost) never do.
10. The two fundamental, guiding principles, for all dashboards.
Pulling it all together....
26Copyright 2015 Senturus, Inc. All Rights Reserved
“10 Best Good Practices for Tableau Dashboard Design”

27. 27Copyright 2015 Senturus, Inc. All Rights Reserved
0K 50K 100K 150K 200K 250K 300K 350K 400K 450K 500K 550K
Sales $
Appliances
Bookcases
Computer Peripherals
Envelopes
Paper
Storage & Organization
COLOR - Sequential shows SCALE
Sub Category
Region
Central East South West
Bookcases
Chairs & Chairmats
Office Furnishings
Office Machines
Paper
Tables
COLOR - Divergent has some LOGIC
Black
Red
White
Green
Blue
Yellow
Car Colors - Categorical
Black
Red
White
Green
Blue
Yellow
VERSUS....
-17,460 25,401
Profit $
43,286 538,027
0K 20K 0K 20K 0K 20K 0K 20K
Profit $ Profit $ Profit $ Profit $
“10 Best Good Practices for Tableau Dashboard Design”

28. 1. How to design a dashboard with a goal in mind.
2. How the overall dashboard layout impacts effectiveness.
3. How to design for best performance.
4. Which chart type work best, for specific goals.
5. How to use the three color types effectively.
6. How to get the most impact from text.
7. How to minimize dashboard object while maximizing actionable
insights.
8. When to use any of the three basic types of navigation.
9. Some things to (almost) never do.
10. The two fundamental, guiding principles, for all dashboards.
Pulling it all together....
28Copyright 2015 Senturus, Inc. All Rights Reserved
“10 Best Good Practices for Tableau Dashboard Design”

29. 29Copyright 2015 Senturus, Inc. All Rights Reserved
RED means Profit is BELOW State average.
BOLD means Profit is ABOVE state average.
UPPERCASE means Profit is BELOW state average
Highlight text on a dashboard.
Use bold and color
Do NOT use UPPER CASE...
..
Customer State Discount Rate Avg. Sales $ Avg. Profit $ idiot Discount Rate Avg. Sales $ Avg. Profit $
Alabama 4.03% 2,339 353 Alabama 4.03% 2,339 353
Arizona 4.71% 1,319 109 ARIZONA 4.71% 1,319 109
California 4.86% 1,227 77 CALIFORNIA 4.86% 1,227 77
Colorado 4.67% 1,648 49 COLORADO 4.67% 1,648 49
Connecticut 4.46% 1,526 221 Connecticut 4.46% 1,526 221
Delaware 5.68% 1,609 75 DELAWARE 5.68% 1,609 75
Florida 5.22% 2,136 38 FLORIDA 5.22% 2,136 38
Georgia 5.05% 1,561 235 Georgia 5.05% 1,561 235
Idaho 5.39% 1,847 247 Idaho 5.39% 1,847 247
Illinois 5.55% 1,873 171 ILLINOIS 5.55% 1,873 171
Maryland 4.86% 2,575 426 Maryland 4.86% 2,575 426
Massachusetts 5.02% 2,473 253 Massachusetts 5.02% 2,473 253
Michigan 5.19% 1,873 139 MICHIGAN 5.19% 1,873 139
Grand Total 5.04% 1,850 181 Grand Total 5.04% 1,850 181
“10 Best Good Practices for Tableau Dashboard Design”

30. 1. How to design a dashboard with a goal in mind.
2. How the overall dashboard layout impacts effectiveness.
3. How to design for best performance.
4. Which chart type work best, for specific goals.
5. How to use the three color types effectively.
6. How to get the most impact from text.
7. How to minimize dashboard object while maximizing
actionable insights.
8. When to use any of the three basic types of navigation.
9. Some things to (almost) never do.
10. The two fundamental, guiding principles, for all dashboards.
Pulling it all together....
30Copyright 2015 Senturus, Inc. All Rights Reserved
“10 Best Good Practices for Tableau Dashboard Design”

31. 31Copyright 2015 Senturus, Inc. All Rights Reserved
Region
Customer Segment
Consumer Corporate Home Office Small Business
0K 200K
Sales $
400K 0K 200K
Sales $
400K 0K 200K
Sales $
400K 0K 200K
Sales $
400K
Central
East
South
West
Customer Segment
Product Category
Furniture Office Supplies Technology
0K 100K 200K 300K
Sales $
400K 500K 0K 100K 200K 300K
Sales $
400K 500K 0K 100K 200K 300K
Sales $
400K 500K
Consumer
Corporate
Home Office
Small Business
-1,527 60,841
Profit $
Product
Container
Jumbo Box
Jumbo Drum
Large Box
Medium Box
Small Box
Small Pack
0K 100K 200K 300K 400K 500K 600K 700K 800K
Sales $
900K 1000K 1100K 1200K 1300K 1400K 1500K
“10 Best Good Practices for Tableau Dashboard Design”

32. 32Copyright 2015 Senturus, Inc. All Rights Reserved
Down to a Single Query to the Database
-11,941 37,087
Profit $
Product
Category
Product
Container
Central
Home
Consum.. Corporate Office
Small
Business
East
Home
Consum.. Corporate Office
Small
Business
South
Home
Consum.. Corporate Office
Small
Business
West
Home
Consum.. Corporate Office
Small
Business
Furniture Jumbo Box 33,899 36,390 86,61
2
36,890 33,028 48,096 29,354 76,215 28,845 85,454 60,258 76,208 69,998 30,525 31,680 17,473
Jumbo Drum 14,596 69,547 53,38
1
56,957 29,335 66,638 18,186 40,545 16,713 35,892 16,847 23,128 30,109 19,073 21,166 11,376
Large Box 6,655 29,333 7,81
5
4,202 4,433 11,439 7,246 19,466 6,993 15,735 21,248 2,613 17,488 2,012 16,895 6,654
Medium Box 3,959 12,269 5,599 5,309 3,099 10,763 1,578 522 9,989 8,007 826 8,541 1,083 4,570 4,135
Small Box 736 1,393 2,61
7
1,214 2,511 1,291 804 5,673 2,926 1,082 288 1,344 2,833 2,903 961
Small Pack 479 3,060 2,78
9
1,496 1,696 1,331 960 527 399 1,552 2,176 2,687 1,324 2,162 1,114
Office Jumbo Drum 26,874 16,08
2
40,952 19,851 11,791 6,954 1,529 6,173 5,198 322
Supplies
Large Box 15,715 10,255 1,61
5
1,337 1,621 90 2,892 3,272 1,888 7,074 10,980 8,737 9,198 12,405 17,986
Medium Box 8,502 2,704 365 135 1,539 23,516 2,262 2,837 18 2,636 538
Small Box 77,748 70,817 55,75
0
29,640 24,479 58,324 75,678 76,475 22,378 50,691 67,958 105,604 73,314 58,155 35,096 40,245
Small Pack 2,259 2,864 65
9
1,752 884 2,265 1,193 2,898 3,077 5,376 1,666 2,432 5,614 2,673
Technolog
y
Jumbo Box 16,167 13,672 3,502 10,254 3,731 9,172 6,092
Jumbo Drum 29,616 16,499 17,82
3
8,192 11,533 18,807 15,557 26,495 14,438 52,823 23,002 2,313 1,601 7,363 203
Large Box 74,704 27,87
6
16,246 23,281 3,797 70,183 14,300 29,205 3,378 14,647 4,430
Medium Box 26,056 4,825 13,97
0
315 9,150 31,524 17,758 3,758 22,108 6,862 610 14,052 469 929 5,075
Small Box 29,758 93,447 23,39
4
30,206 30,471 45,638 33,336 51,332 11,131 57,351 49,549 44,531 79,894 41,846 41,310 23,613
Small Pack 6,229 3,553 8,25
0
6,000 1,785 6,390 5,633 8,024 3,878 7,852 3,678 2,746 9,649 2,870 4,933 10,162
“10 Best Good Practices for Tableau Dashboard Design”

33. 1. How to design a dashboard with a goal in mind.
2. How the overall dashboard layout impacts effectiveness.
3. How to design for best performance.
4. Which chart type work best, for specific goals.
5. How to use the three color types effectively.
6. How to get the most impact from text.
7. How to minimize dashboard object while maximizing actionable
insights.
8. When to use any of the three basic types of navigation.
9. Some things to (almost) never do.
10. The two fundamental, guiding principles, for all dashboards.
Pulling it all together....
33Copyright 2015 Senturus, Inc. All Rights Reserved
“10 Best Good Practices for Tableau Dashboard Design”

34. This slide deck is part of the “10 Best Practices for
Tableau Dashboard Design” recorded webinar. To view
the FREE recording of the entire presentation and
download the slide deck, go to:
www.senturus.com/resources/10-best-practices-for-
tableau-dashboard-design/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com
Hear The Recording
34Copyright 2015 Senturus, Inc. All Rights Reserved

35. 35Copyright 2015 Senturus, Inc. All Rights Reserved
Region
Central
East
South
West
0K 20K 40K 60K 80K
Profit $
100K 120K 140K
Hierarchical DRILL, and HOVER navigation
Region
0K 200K 400K 600K 0K
Sales $
200K 400K 600K 0K
Sales $
200K 400K 600K 0K
Sales $
200K 400K 600K
Sales $
4.76%
4.43%
4.97%
5.40%
5.42%
4.67%
5.12%
5.14%
4.89%
5.18%
4.92%
5.25%
4.79%
5.41%
4.86%
CLICK and Go/Change
Customer Segment
Small Business Corporate Home Office Consumer
Central
East
South
West
5.22%
Nav3
“10 Best Good Practices for Tableau Dashboard Design”

36. 36Copyright 2015 Senturus, Inc. All Rights Reserved
Product Sub-Category
Customer Segment / Region
Consumer
East SouthCentral West
Corporate
East SouthCentral West
Home Office
East SouthCentral West
Small Business
East SouthCentral West
Appliances
Binders and Binder Accessories
Bookcases
Chairs & Chairmats
Computer Peripherals
Copiers and Fax
Envelopes
Labels
Office Furnishings
Office Machines
Paper
Pens & Art Supplies
Rubber Bands
Scissors, Rulers and Trimmers
Storage & Organization
Tables
Telephones and Communication
Heat Map - Click a square to see menu options
Profit $
-12,539 24,441
“10 Best Good Practices for Tableau Dashboard Design”

37. 37Copyright 2015 Senturus, Inc. All Rights Reserved
Product
Category
Furniture
Product
Sub-Category Product Name Sales $ Profit $
Discount
Rate
Chairs &
Chairmats
Product
Sales $, Profit $ and Discount Rate broken down by Product Category, Product Sub-Category
and Product Name. The data is filtered on Action (Customer Segment,ProductSub-Catego-
ry,Region), which keeps 1 member.
Global Commerce™ Series Hi.. 8,213 1,149 2.00%
Global Ergonomic Managers .. 550 -211 9.00%
Global Leather and Oak Exec.. 5,204 636 7.00%
Global Stack Chair without Ar.. 978 -212 7.00%
Global Troy™ Executive Leat.. 8,937 2,383 1.00%
Hon 2090 “Pillow Soft” Series .. 4,621 -636 9.00%
Hon Comfortask® Task/Swive.. 652 -228 9.00%
Hon Deluxe Fabric Upholstere.. 3,335 540 3.00%
Hon Every-Day® Chair Series.. 628 -151 5.00%
Hon Olson Stacker Stools 431 -165 10.00%
Lifetime Advantage™ Folding .. 14,698 3,433 10.00%
Metal Folding Chairs, Beige, 4.. 302 -77 0.00%
Office Star - Mid Back Dual fu.. 14,135 1,938 4.00%
SAFCO Arco Folding Chair 5,482 1,167 6.00%
“10 Best Good Practices for Tableau Dashboard Design”

38. 38Copyright 2015 Senturus, Inc. All Rights Reserved
Customer
Sales $, Profit $ and Discount Rate broken down by Customer Segment, Region, Customer State
and Customer Name. The data is filtered on Action (Customer Segment,Product Sub-Catego-
ry,Region), which keeps 1 member.
Customer
Segment
Region Customer
State
Customer Name Sales $ Profit $ Discount
Rate
Corporate Central Michigan Guy Armstrong 5,204 636 7.00%
Hilary Holden 4,621 -636 9.00%
Sonia Sunley 1,609 -527 8.00%
Nebraska Harold Dahlen 9,646 1,859 6.50%
Jeremy Lonsdale 8,387 2,114 10.00%
Stewart Visinsky 6,800 405 7.00%
Ohio Jonathan Doherty 8,213 1,149 2.00%
Texas Speros Goranitis 5,784 1,090 3.00%
Victoria Pisteka 7,987 1,305 3.00%
Wisconsin Jason Fortune 9,916 2,172 4.00%
“10 Best Good Practices for Tableau Dashboard Design”

39. 39Copyright 2015 Senturus, Inc. All Rights Reserved
Time
Sales $, Profit $ and Discount Rate broken down by Ship Date Year, Ship Date
Quarter and Ship Date Month. The data is filtered on Action (Customer Seg-
ment,Product Sub-Category,Region), which keeps 1 member.
Year of Ship
Date
Quarter of
Ship Date
Month of Ship
Date
Sales $ Profit $ Discount
Rate
2014 Q1 February 1,609 -527 8.00%
March 5,784 1,090 3.00%
Q2 April 6,800 405 7.00%
May 14,850 2,495 6.67%
Q3 July 4,621 -636 9.00%
September 9,916 2,172 4.00%
Q4 November 8,387 2,114 10.00%
December 7,987 1,305 3.00%
2015 Q1 February 8,213 1,149 2.00%
“10 Best Good Practices for Tableau Dashboard Design”

40. 1. How to design a dashboard with a goal in mind.
2. How the overall dashboard layout impacts effectiveness.
3. How to design for best performance.
4. Which chart type work best, for specific goals.
5. How to use the three color types effectively.
6. How to get the most impact from text.
7. How to minimize dashboard object while maximizing actionable
insights.
8. When to use any of the three basic types of navigation.
9. Some things to (almost) never do.
10.The two fundamental, guiding principles, for all dashboards.
Pulling it all together....
40Copyright 2015 Senturus, Inc. All Rights Reserved
“10 Best Good Practices for Tableau Dashboard Design”

41. 41Copyright 2015 Senturus, Inc. All Rights Reserved
FOX
And, the winner is?
Me
Competitor
And, the winner is?
Me
Competitor
Sum of Actual for each And, the winner is?. Color shows details about And, the winner is?.
“10 Best Good Practices for Tableau Dashboard Design”

42. This slide deck is part of the “10 Best Practices for
Tableau Dashboard Design” recorded webinar. To view
the FREE recording of the entire presentation and
download the slide deck, go to:
www.senturus.com/resources/10-best-practices-for-
tableau-dashboard-design/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com
Hear The Recording
42Copyright 2015 Senturus, Inc. All Rights Reserved

43. 43Copyright 2015 Senturus, Inc. All Rights Reserved
Reality
And, the winner is?
0 10 20 30 40 50 60 70 80 90 100 110
Actual
Sum of Actual for each And, the winner is?. Color shows details about
And, the winner is?.
Me
Competitor
99.5
99.1
And, the winner is?
Me
Competitor
“10 Best Good Practices for Tableau Dashboard Design”

44. 44Copyright 2015 Senturus, Inc. All Rights Reserved
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
40
30
20
10
0
50
60
70
Score
AvgStandard DeviationStandaPULL!
Zero Axis
Batch#
100 Target rd Deviation
90
80
Showing:
Actual
Target
Average
Std Dev
Pull Level
“10 Best Good Practices for Tableau Dashboard Design”

45. 45Copyright 2015 Senturus, Inc. All Rights Reserved
7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Score
NO Zero Axis
Batch#
1 2 3 4 5 6
98.0
98.2
98.4
98.6
98.8
99.6
99.4
99.2
99.0
Avg
Standard Deviation
Standard Deviation
PULL!
Target
“10 Best Good Practices for Tableau Dashboard Design”

46. 46Copyright 2015 Senturus, Inc. All Rights Reserved
The Bad
The Good
Friends don't let friends use pie charts???
“10 Best Good Practices for Tableau Dashboard Design”

47. 1. How to design a dashboard with a goal in mind.
2. How the overall dashboard layout impacts effectiveness.
3. How to design for best performance.
4. Which chart type work best, for specific goals.
5. How to use the three color types effectively.
6. How to get the most impact from text.
7. How to minimize dashboard object while maximizing actionable
insights.
8. When to use any of the three basic types of navigation.
9. Some things to (almost) never do.
10. The two fundamental, guiding principles, for all dashboards.
Pulling it all together....
47Copyright 2015 Senturus, Inc. All Rights Reserved
“10 Best Good Practices for Tableau Dashboard Design”

48. 48Copyright 2015 Senturus, Inc. All Rights Reserved
December 2013 February 2014 April 2014 June 2014 August 2014
Month of Order Date
October 2014 December 2014 February 2015 April 2015
0K
50K
100K
150K
200K
250K
300K
350K
400K
450K
Sales$
Junk - Filled Region
Central
East
South
West
“10 Best Good Practices for Tableau Dashboard Design”

49. 49Copyright 2015 Senturus, Inc. All Rights Reserved
December 2013 February 2014 April 2014 June 2014 August 2014 October 2014
Month of Order Date
December 2014 February 2015 April 2015
Central
East
South
West
50K
0K
150K
Sales$
50K
0K
150K
100K
Sales$
50K
0K
150K
100K
Sales$
50K
0K
100K
Sales$
Better - Filled
Region
150K
100K
“10 Best Good Practices for Tableau Dashboard Design”

50. This slide deck is part of the “10 Best Practices for
Tableau Dashboard Design” recorded webinar. To view
the FREE recording of the entire presentation and
download the slide deck, go to:
www.senturus.com/resources/10-best-practices-for-
tableau-dashboard-design/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com
Hear The Recording
50Copyright 2015 Senturus, Inc. All Rights Reserved

51. 51Copyright 2015 Senturus, Inc. All Rights ReservedT39m
Sauder
Facets
SAFCO
PlanMaster
Riverside Palais
Royal Lawyers
Bookcase,
Polycom
Polycom
Lifetime
i2000
Global
Hewlett
Packard
LaserJet
Global
Troy™
GBC
DocuBind
Fellowes
PB500
Fellowes
PB300
Chromcraft
Bull-Nose
Canon
PC940
Canon
Image
Bretford
CR8500
Bretford
CR4500
BoxOffice
By
Bevis 36
x 72
5165
3285
Junk - Bubbles
-28,012 30,904
Profit $

52. 52Copyright 2015 Senturus, Inc. All Rights Reserved
0K 10K 20K 30K 40K 50K 60K 70K 80K 90K 100K 110K
Sales $
-30K
-20K
-10K
0K
10K
20K
30K
Profit$
Better - Bubbles
“10 Best Good Practices for Tableau Dashboard Design”

53. 53Copyright 2015 Senturus, Inc. All Rights Reserved
WisconsinNebraska DelawareConnecticut
Ohio ColoradoWashington
TexasVirginia Alabama
Utah
South Carolina Idaho
North CarolinaNew York Illinois
New MexicoFloridaArizona
MarylandMassachusettsNew Jersey
MichiganGeorgia
California
Junk - Word
“10 Best Good Practices for Tableau Dashboard Design”

54. 54Copyright 2015 Senturus, Inc. All Rights Reserved
Better - Word
67,828 328,888
Sales $
Profit $
956
10,000
20,000
30,000
41,284
“10 Best Good Practices for Tableau Dashboard Design”

55. 55Copyright 2015 Senturus, Inc. All Rights Reserved
Edward Tufte: Data to ink ratio...
Junk - Bubbles
December 2013 April 2014 August 2014 December 2014
Month of Order Date
April 2015
100K
0K
200K
400K
300K
Sales$
Junk - Filled
Wisconsin
Washington
MarylandNebraskaVirginia
Utah
Alabama
Colorado Texas
North Carolina
South CarolinaNew YorkOhio
New MexicoFlorida
New Jersey
MichiganGeorgia Massachusetts Delaware
Illinois
Idaho
Connecticut
California
Junk - Word
Arizona
Region
Central
East
South
West
-28,012 30,904
Profit $
“10 Best Good Practices for Tableau Dashboard Design”

56. 56Copyright 2015 Senturus, Inc. All Rights Reserved
Look and Feel!!!!!
“10 Best Good Practices for Tableau Dashboard Design”

57. 1. Have a master template.
2. Keep it current.
3. Enforce its use!
4. DRIVER in upper left.
5. Be kind to your color blind friends.
6. Performance is ALWAYS an issue!
7. Design creen resolution for YOUR user!
7 Tips for a Look and Feel Standard
57Copyright 2015 Senturus, Inc. All Rights Reserved

58. This slide deck is part of the “10 Best Practices for
Tableau Dashboard Design” recorded webinar. To view
the FREE recording of the entire presentation and
download the slide deck, go to:
www.senturus.com/resources/10-best-practices-for-
tableau-dashboard-design/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com
Hear The Recording
58Copyright 2015 Senturus, Inc. All Rights Reserved

59. 1. How to design a dashboard with a goal in mind.
2. How the overall dashboard layout impacts effectiveness.
3. How to design for best performance.
4. Which chart type work best, for specific goals.
5. How to use the three color types effectively.
6. How to get the most impact from text.
7. How to minimize dashboard object while maximizing actionable
insights.
8. When to use any of the three basic types of navigation.
9. Some things to (almost) never do.
10.The two fundamental, guiding principles, for all dashboards.
Pulling it all together....
59Copyright 2015 Senturus, Inc. All Rights Reserved
“10 Best Good Practices for Tableau Dashboard Design”

60. 60Copyright 2015 Senturus, Inc. All Rights Reserved
Region Ship Mode
Customer Segment
Consumer Corporate Home Office Small Business
Regular Air
0K 200K 400K 600K 800K 0K 200K 400K 600K 800K 0K 200K 400K 600K 800K 0K 200K 400K 600K 800K
Sales$ Sales$ Sales$ Sales$
Central
Delivery Truck
Express Air
Regular Air
East
Delivery Truck
Express Air
Regular Air
South
Delivery Truck
Express Air
Regular Air
West
Delivery Truck
Express Air
Click on a bar segment to show detail list, below
Detail for: None / None / None / None
Product Category
Furniture
Office Supplies
Technology
Disclaimer: Acccuracy, integrity and usability are not implied.
“10 Best Good Practices for Tableau Dashboard Design”

61. OFFERS
61Copyright 2015 Senturus, Inc. All Rights Reserved

62. • Free, 14-day full version available here:
www.tableau.com/partner-trial?id=39146
• Senturus also offers a complimentary, one hour
consultation to get you started with Tableau
Contact Senturus at info@senturus.com or 888-601-6010
Download Free Trial of Tableau Software
Copyright 2015 Senturus, Inc. All Rights Reserved

63. • Customized for each client and can include your data
• Curriculum Developed and Delivered by a Tableau Zenmaster with
over 20+ years experience in Business Intelligence
• Course Goal of bringing Business Needs together with a Technical
Mastery of the Platform
• No limit to class size
• Applicable to new/experienced users
• You will leave the class with something you can put into production
• Contact Senturus at info@senturus.com or 888-601-6010
• More details: www.senturus.com/training/custom-training/tableau-
desktop-training-server-introduction/
Tableau Training: 2-Day Customized Training
Copyright 2015 Senturus, Inc. All Rights Reserved

64. • 2 Days of Customized Training with your team
• 3 Day Proof of Concept
– Understand Business Requirements
– Understand Data Sources
– Discuss Architectural Approaches
– Install and Configure Tableau Server
– Jointly Develop Workbooks and Dashboards
– Cost $8,995
Contact Senturus at info@senturus.com or 888-601-6010
Tableau Jumpstart Engagement
Copyright 2015 Senturus, Inc. All Rights Reserved

65. Who we are
SENTURUS INTRODUCTION

66. Technology Depth + Business Acumen
Senturus: Business Architects for Business Analytics
66Copyright 2015 Senturus, Inc. All Rights Reserved
C-Level
Business
Acumen
Technical/
Tool
Expertise*
Deep Data
Experience
Project
Manage-
ment
Rigor
Business
Intelligence
Enterprise
Planning
Predictive
Analytics

67. 800+ Clients, 1400+ Projects, 14 Years
Copyright 2015 Senturus, Inc. All Rights Reserved. 67

68. www.senturus.com/events
Upcoming Events
68Copyright 2015 Senturus, Inc. All Rights Reserved

69. This slide deck is part of the “10 Best Practices for
Tableau Dashboard Design” recorded webinar. To view
the FREE recording of the entire presentation and
download the slide deck, go to:
www.senturus.com/resources/10-best-practices-for-
tableau-dashboard-design/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com
Hear The Recording
69Copyright 2015 Senturus, Inc. All Rights Reserved

70. Thank You!
www.senturus.com
888-601-6010
info@senturus.com
Copyright 2015 by Senturus, Inc.
This entire presentation is copyrighted and may not be
reused or distributed without the written consent of
Senturus, Inc.