Steps to start a dashboarding project using Tableau

As part of  Tableau Questions and Answers series, I am asking questions related to Tableau and data warehousing concepts. One question is what are steps to start a dashboarding  project using Tableau.  I will encourage my students and other readers to explore the answers and reply with comments.


Can you please let me know what all I will need to start building a dashboarding application in Tableau.

What all things you will need.

2 thoughts on “Steps to start a dashboarding project using Tableau

  • · A well designed dashboard will speed up the decision making for the organization.
    · And before we create the dashboard, the first step is to get the requirements from the user.
    · It is very important to ask the user about the business rules for the dashboard.
    ·Once the requirements are gathered, we analyze the requirements and ask the users about the KPIs’s and desired visualization
    · As most of the viewers scan the screen from left to right. Be sure to place your important information on the upper left corner of the dashboard.
    .Next step is the data source preparation which depends on the business requirement.
    ·Tableau dashboards are set to use a fixed size and keep visualization at the size it will be viewed at.
    · Limit the number of views, use only muted colors, use filters which helps in bringing the necessary data for analysis.
    ·Having understood the business requirements and data we create draft version in Tableau using pen and paper or PowerPoint and get users feedback on the layout.

  • Sujal parikh says:

    To build a dashboarding application, we will first need business requirements. After getting the requirements, we need details on the data sources, data refresh frequency and key filters.
    We need KPI information from user too.
    Inquire about the questions users are trying to answer using the dashboard.
    Understanding the security requirements.
    Get requirements for the screen resolution.
    Review the existing reports.

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