Category: Data and Information

If you are trying to find what zipcodes are the ones with highest volume of sales, would the following image provide you the info

OR, would this one?

Both options show the same amount of marks, which is about 40K data points

It turns out that creating polygons to draw the zipcode boundaries is a bit more intensive than creating circles

I would minimize the number of sheets in each dashboard and ideally keep it to less than 5

Not sure how much more I can add, other than the fact that most of my dashboards are with sheets between 5 and 10. Having had many engagements providing the insipiration for these dashboards, I think my rule of thumb works pretty well

This is very similar to the filter conditions tip but there is a new concept here as well.

In today’s modern tech world, everyone expects more. Every one wants to be able to feel and touch their data. That is exactly what “Visual filtering” allows you to do.

you click on a data element and all the other reports are showing only contextual data.

Once your audience starts using visual filtering, the entire perspective on data changes.

Here’s an impact story:

One of my customers implemented a snr leadership facing dashboard and they recently conducted a meeting where not only did they use the Tableau dashboard to provide info, they decided to actively participate in some slicing and dicing of the data on the dashboard using “visual filtering”

This is the dream

One of the other execs in that meeting upon seeing the power of visual analytics

There are so many things you can do by setting up the right set of filter conditions on a dashboard.

• Use Visual Filters
• Use filter conditions that make the smallest SQL (think include or exclude)
• Use hierarchical filters instead of relevant filters when possible
• Use Wildcard filters vs. enumerated lists

Watch the video clip starting at 26:53