Take a look at the following definition of dashboard, taken from the Intelligent Enterprise magazine's March 2004 issue:
For an enterprise, a dashboard is a visual tool to help team members throughout the ranks of the organization to track, monitor, and analyze the information about the organization in order to make decisions to support its current and future prosperity. In this recipe, we will interact with Tableau's sample dashboards, which are constructed from worksheets. People often learn by example, and this is a straightforward way of inspiring you with dashboard samples while also learning about Tableau.
What do dashboards help you to do?
Dashboards help key team members to gain insights and discern the health of the organization very quickly. Tracking, monitoring, and analyzing the organization's data is an essential part of making accurate decisions.
Tableau provides a number of example dashboards, both online and as part of the Tableau Desktop installation. We will find, open, and interact with sample Tableau dashboards.
We can also use the example dashboards as a basis to make our own dashboards. They can form a source of inspiration to make your own compelling visualizations. For the purpose of this recipe, we will focus on the sample Sales workbook.
A key feature of dashboards is their interactivity. There are different types of dashboards, and some references are included at the end of this recipe. Dashboards are not simply a set of reports on a page; they should tell a story about the business when they are put together. They should answer a clear business question. In order to facilitate the decision-making process, interactivity is an important part of assisting the decision-maker to get to the heart of the analysis as quickly as possible.
Fortunately, it is straightforward to interact with a dashboard that has been implemented in Tableau. This dashboard looks at sales commission models, based on quota, commission models, and base salary.
We will perform the following steps to see how we can interact with a dashboard:
When you click on the middle item, denoted as % quota descending, you can see that the horizontal bar charts in the main area of the dashboard change very quickly in response to the user interaction. The dashboard now looks quite different from the previous Tableau example, where the bars were sorted by Names. The rapidity of the change means that decision makers can think as they click in order to focus on their analysis.
There are a number of different ways in which Tableau can offer useful interactivity for dashboards. For example, we can include sliders, filtering by color, moving from dashboard to dashboard, radio buttons, drop-down lists, and timelines. For example, another interesting feature is that users can enter values into parameters in order to see the impact of their activity. A parameter is a dynamic value that responds to user input. In this example, we use it to filter the data by replacing constant values in calculations.
We use the following steps to view the interactivity:
$1,000,000
.$40,000
by inserting this value in the Base salary textbox. Note that the estimated results are now quite different. You can see from the following screenshot that the number of people making the sales target decreases, and the chart now shows a significant increase in the number of people nearing their target or missing it altogether:Tableau gives you a series of sample dashboards as part of the installation. You can also see more samples online. Some samples are provided by Tableau team members, and you can also visit the Tableau website for samples submitted by keen data visualization fans from around the world. These samples can help to inspire your own work.
In this topic, we compared the changes on a dashboard in order to see how Tableau responded to changes. We noted that the color has changed along with the values. The dashboard provides quick feedback that the values do not change favorably for the new quotes, commissions, and base salary. When decision makers are interacting with dashboards, they are expecting quick-as-a-flash responsiveness from the dashboard, and the sample Tableau dashboards meet this expectation well.
Tableau offers a number of sample dashboards on its website, and it is worthwhile to check the site for ideas and brainstorming for your own dashboards. Take a look at www.tableausoftware.com for examples. If you are interested in the dashboard theory in general, then you can look at the following references: