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Hey Reader, 3 years ago Eva and I had our first child together. Then something crazy happened. I suddenly felt I had less time! Crazy, I know. You’d think I’d be ready since Annika is my 5th child. I have learned lots of tips to help maximize my time learning Tableau, but the reality is how I saw my time needed to change. Here are some thoughts on time: 1. The 20-minute viz session is real. You don’t always need a long chunk of time to build that cool dashboard or catch up on that class. A...
Hey Reader, Strong Tableau analysis usually moves through three levels. Level 1: Overview Start with the big picture. What is the overall result? Is performance up or down? Are we above or below target? Which metric needs attention? Level 2: Diagnosis Next, investigate what caused the result. Break the metric down by useful dimensions: Region Product Customer segment Sales channel Time period The goal is to find the areas driving the movement. Level 3: Detail Only then should you show the...
Hey Reader, Your dashboard should guide the user’s eyes in the same order they should think. A simple layout usually works best: 1. Start with the headline Put your most important KPI or conclusion at the top. Examples: Revenue is 12% below target Customer churn increased this month The West region drove most of the growth 2. Show the trend Next, show how that number changed over time. This gives context. A number by itself rarely tells the full story. 3. Explain the movement Use a breakdown...