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Creating Interactive Tableau Dashboards

Creating Interactive Tableau Dashboards

5h 59mIntermediate2025-05-29

Authors

Matt Francis

Matt Francis

Loves data and using Tableau

Course details

Learn how to create compelling, informative, and eye-catching dashboards using Tableau, the interactive data visualization software. This course covers how to take the connected data you’ve analyzed and share it on presentable dashboards. Data analytics expert Matt Francis first encourages you to consider four main questions before creating each dashboard: who is your dashboard for, what do they need to know, where will the dashboard be displayed, and why is the information important. Then he takes you step by step through the process of making a dashboard, including designing a good layout, adding charts, labeling items, coloring elements, filtering the data displayed, and adding interactive features. Lastly, Matt discusses how to use storytelling and narrative to make data more engaging.

Learning objectives
Design comprehensive, multipurpose dashboards by systematically applying advanced Tableau techniques, integrating layout containers, interactive actions, and storytelling principles to effectively communicate complex data insights.
Critically evaluate dashboard design strategies by assessing audience needs, visualization effectiveness, and interaction methods to develop purpose-driven, user-centric data presentations.
Construct responsive and interactive dashboards across multiple devices by implementing device-specific layouts, filters, actions, and design principles that enhance data comprehension and user engagement.
Assess and refine dashboard elements by critically examining color choices, removing chart junk, applying visual grouping techniques, and selecting appropriate interaction methods to maximize data clarity and impact.
Comprehend the fundamental principles of dashboard design, including narrative structures, audience considerations, and the strategic use of dashboard objects, to create meaningful and effective data visualizations.

Skills covered

TableauTableau SoftwareData VisualizationBusiness AnalyticsData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsOne-Off

Concepts

0. Introduction

  • 01 - Designing dashboards in Tableau

1. How to Create the Right Kind of Dashboard

  • 02 - Who, what, where, and why - The four questions for every dashboard
  • 03 - Who is the dashboard for
  • 04 - Where will the dashboard be viewed
  • 05 - Why are you making the dashboard
  • 06 - What question do you want to answer

2. Dashboard Structure

  • 07 - Create a basic dashboard
  • 08 - Sizing your dashboard
  • 09 - Floating vs. tiles layouts
  • 10 - How to use layout containers
  • 11 - Using padding objects to help with tiled dashboards
  • 12 - Adding a download button
  • 13 - Challenge - Create a basic dashboard
  • 14 - Solution - Create a basic dashboard

3. Dashboard Objects

  • 15 - Adding a horizontal container
  • 16 - Adding a vertical container
  • 17 - Using color to help with container layouts
  • 18 - Adding text
  • 19 - Dashboard extensions
  • 20 - Adding images
  • 21 - Adding blanks to help with layouts
  • 22 - Adding a webpage to a dashboard
  • 23 - Adding navigation between sheets
  • 24 - Adding a download button
  • 25 - Add filters
  • 26 - Challenge - Adding dashboard objects
  • 27 - Solution - Adding dashboard objects

4. Dashboard Design Elements

  • 28 - Giving a dashboard a good title
  • 29 - Dashboard colors
  • 30 - Remove chart junk
  • 31 - Visually group elements with borders
  • 32 - Apply filters across sheets
  • 33 - Highlight data with annotations
  • 34 - Collapsible containers to show or hide elements
  • 35 - Challenge - Dashboard design
  • 36 - Solution - Dashboard design

5. Interactions with Dashboard Actions

  • 37 - Adding interaction with actions
  • 38 - Filter actions
  • 39 - Highlight actions
  • 40 - URL actions
  • 41 - The Go to Sheet action
  • 42 - Proportional brushing using set actions
  • 43 - Asymmetric drill down using set actions
  • 44 - Highlighting with parameter actions
  • 45 - Challenge - Dashboard actions
  • 46 - Solution - Dashboard actions

6. Using Story Dashboards

  • 47 - DataViz vs. data stories
  • 48 - Narrative structure
  • 49 - Big stories
  • 50 - Small stories
  • 51 - Challenge - Dashboard stories
  • 52 - Solution - Dashboard stories

7. One Dataset, Five Dashboards

  • 53 - Build an exploratory dashboard
  • 54 - Build an informative dashboard
  • 55 - Build a data story
  • 56 - Build a KPI dashboard
  • 57 - Design for tablets and mobiles
  • 58 - Challenge - Dashboard styles
  • 59 - Solution - Dashboard styles

Conclusion - Continuing Your Tableau Dashboard Learning Journey

  • 60 - Next steps and additional resources

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