Home / Tableau Dashboard Gallery. Our Tableau pros can create powerful Tableau dashboards that reveal actionable insights fast. If you want to create your own Tableau dashboards, we offer Tableau Training courses customized for your needs and experience level. Sports + Data Viz Gallery Tableau Public. Dashboard extensions are web applications that add functionality to your dashboards. Extensions are created and supported by Tableau partners. Tableau Public compatible (2020.1 and later) Data Writer. Edit and Delete data directly from your Tableau Dashboards in a secure and governed way. Dataiku AutoML Insights. Refining Your Dashboard Now that we’ve outlined best practices for dashboards, here is a quick list of some common mistakes to avoid: 1. Trying to answer too many questions with a single dashboard It’s easy to get overly ambitious and want to provide highly detailed, real-time dashboards.

A well-designed dashboard can align your organization's efforts, help uncover key insights, and speed up decision-making. Use this topic for tips on best practices for creating effective dashboards in Tableau.

What's your goal?

Know your purpose and audience

The best visualizations have a clear purpose and work for their intended audience. What will you be trying to say with this dashboard? Are you presenting a conclusion or a key question?

In addition to knowing what you're trying to say, it's important to know who you're saying it to. Does your audience know this subject matter extremely well or will it be new to them? What kind of cues will they need? Thinking about these questions before you head into the design phase can help you create a successful dashboard.

Leverage the most-viewed spot

Most viewers scan web content starting at the top left of a web page. Once you know your dashboard's main purpose, be sure to place your most important view so that it occupies or spans the upper-left corner of your dashboard. In the dashboard below, the author decided that the map view holds the key message.

Design for the real world

Author at your final display size

By default, Tableau dashboards are set to use a fixed size and if you keep this setting, be sure to construct your visualization at the size it will be viewed at. You can also set Size to Automatic, which makes Tableau automatically adapt the overall dimensions of a visualization based on screen size. This means that if you design a dashboard at 1300 x 700 pixels, Tableau will resize it for smaller displays—and sometimes this results in scrunched views or scrollbars. The Range sizing feature is helpful for avoiding this.

If you're using Tableau Desktop to create dashboards, you can also design for specific device layouts, so that on tablets, for example, your dashboard contains one set of views and objects, and on phones it displays another. See Create Dashboard Layouts for Different Device Types for steps.

Limit the number of views

In general, it's a good idea to limit the number of views you include in your dashboard to two or three. If you add too many views, visual clarity and the big picture can get lost in the details. If you find that the scope of your story needs to grow beyond two or three views, you can always create more dashboards.

Too many views can also interfere with the performance of your dashboard after it's published. See Make Visualizations Faster for more details on performance.


Click the image to replay it.

Add interactivity to encourage exploration

Show filters

Filters help users specify which data is shown in the view.

To turn on filters for a field:

  • In Tableau Desktop—Right-click the field in the Data window and select Show Filter.

  • In Tableau Server or Tableau Online—In the toolbar click Show/Hide Cards > Filters.

You can customize each filter for different types of data. For example, you can show filters as multi-select check boxes, single select radio buttons, or drop-down lists, etc. You can include a search button, the option to show all fields, null controls, and more. You can also edit the title of a filter to give your viewers clear instructions for interacting with the data.

Enable highlighting

You can use the Highlight button on the toolbar to set up highlighting between views. When highlighting is turned on, a selection in one view will highlight related data in the other views. You can turn on highlighting for all fields or select specific fields. For more information about the different methods you can use to highlight data, see Highlight Actions(Link opens in a new window).

You can also display a highlighter that allows your customers to highlight parts of a view based on what they enter or select.

To display a highlighter:

  1. Go to the worksheet where the view is (or select Go to Sheet from the dashboard).

  2. Right-click the field you want to highlight and choose Show Highlighter:

    In the highlighter, your users will be able to select or enter terms to highlight data in the view:

Thanks for your feedback!

Visual analytics has newfound importance in top-tier businesses, where members at all levels of the business hierarchy participate actively in analyzing, sharing, and deriving insights from the most relevant data sets. A visual representation becomes all the more important when insights are derived from raw values that cannot be understood independently. The use of convenient dashboards through Business Intelligence tools like Tableau play an important role here in converting relevant data into forms that are interpretable and understandable by all.

This article deals with the particulars of sharing and publishing Tableau Dashboards, the different methods of publishing, sharing and the steps you need to follow through to do the same. You will also understand the basics of Tableau and how Tableau Dashboards function in the first place.

Tableau of Contents

  • Publishing Tableau Dashboards
  • Sharing Tableau Dashboards

Introduction to Tableau

Tableau is a very well-known and comprehensive Visual Analytics engine which allows users to access interactive and insightful visuals through active dashboarding. This unique method of active dashboarding allows all business professionals, technical and non-technical, to come on the same page for analyzing valuable insights. Tableau also uses Business Intelligence and interactive Data Visualizations to make strategies easier to analyze, convey and deploy. All forms of raw and unstructured data can be easily organized into formats understandable by a business team.

The functioning of Tableau in tandem with different data sources and users can be illustrated as follows:

More information on Tableau can be found here.

Understanding the Key Features of Tableau

Some of the key features of Tableau are as follows:

  • Advanced Dashboard: Tableau Dashboards provide an in-depth view of the data using advanced visualizations. Dashboards are considered to be very informative as they support the addition of multiple views and objects. It also allows visualization of data in the form of Stories by giving users a variety of layouts and formats to choose from.
  • In-Memory and Live Data: Tableau ensures seamless connectivity with data extracted from external data sources in the form of In-memory data or Live data sources. This gives users the ability to analyze data from various data sources without any restrictions.
  • Attractive Visualizations: Tableau gives users the ability to create different types of data visualizations. For example, users can seamlessly create the simplest visualizations such as a Pie Chart or Bar Chart or some of the most complex visualizations such as Bullet Chart, Gantt Chart, Boxplot, etc. Tableau also houses information on geographical data such as Countries, Cities, Postal Codes, etc. that allows users to build visualizations using informative maps.
  • Robust Security: Tableau implemented special measures to ensure user and data security. It houses a security system based on permission and authentication mechanisms for user access and data connections.
  • Predictive Analytics: Tableau houses several data modeling capabilities, including forecasting and trending. Users can easily add a trend line or forecast data for any chart, and view details describing the fit easily.

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Understanding Tableau Dashboards

Dashboards in Tableau are the main facilitators of active analysis and templating of important data. Here, data from different worksheets can be represented together in a single place. Robust and filtered Comparisons, Visualizations, and Reports can be created with Dashboards that can handle large amounts of data.

Tableau Dashboards are responsive and easy to implement with multiple Reports, Notifications, and Strategies that can be scheduled as per the requirements. Here are some typical Tableau Dashboards created with varied data types for different use cases:

Publishing Tableau Dashboards

There are two primary ways of publishing Tableau Dashboards. Read along to see which of the two ways are best suited for you. Follow the intended steps as listed below to publish Tableau dashboards:

1) Publishing Tableau Dashboards to Tableau Server

Instead of downloading your workbook manually on Tableau, the online mode reduces this manual task by converting it into an automated one. You can share your workbook with your colleagues, or your organization online by publishing it on the Tableau Server. Publishing Tableau Dashboards to Tableau Server is a simple task that can be performed by implementing the following steps:

  • Step 1: Open Tableau Desktop.
  • Step 2: To publish the data source, select Tableau Server from the top menu. Then click on Publish a Workbook. Click on the Share button that you see on the next screen. Note: If you are unable to see the Publish a Workbook option, then make sure that the Tableau Dashboard is active, if not, you can sign in to the Tableau Server.
  • Step 3: After selecting Publish a Workbook, a dialog box will open asking for the project name that you want to publish. Provide an identifiable workbook name for the project, and add some tags and descriptions so that it becomes easier for the user to search across the workbook when published to the Tableau Server.
  • Step 4: Now, to make your workbook visible and accessible by other users, and from a security perspective, you need to provide a set of permissions after publishing Tableau Dashboard. Thus, accept the default administrator project settings, for enabling the permissions.
  • Step 5: If you wish to publish a data source to a Tableau Server, then additional care needs to be taken. There are several options available for authentication. If you want to embed the data source, you can click on the Edit option to change the access options of the data source for different users. Note: If your workbook is connected to any data source, then it is necessary to add a password or embed the data source for security reasons.
  • Step 6: Click on Publish and Share.

Your Tableau Workbook or data source will then get published to the Tableau Server.

2) Publishing Tableau Dashboards to Tableau Reader

The Tableau Reader is a free software application that one can use to view the existing Tableau Dashboards built over Tableau Desktop.

Despite the straightforward available ways to share the Tableau content with your colleagues, business partners, and officials, if you can’t share it directly to the Tableau Server, the Tableau Reader is a quick option for publishing Tableau Dashboards. Tableau Reader can also be used for publishing Tableau Dashboards for those who do not use Tableau Desktop.

The steps for publishing Tableau Dashboard To Tableau Reader are as follows:

  • Step 1: Open the Tableau Desktop application.
  • Step 2: Find your workbook and its connected data source.
  • Step 3: Click on the Save As button present under the File menu and provide a suitable name for it.
  • Step 4: Email that saved workbook and data source with .twbx extension.

The steps for viewing a published Tableau Dashboard using Tableau Reader are as follows:

Best tableau dashboard examples
  • Step 1: Download and Install the Tableau Reader application from the official Tableau website.
  • Step 2: Download and open the email attachment of the workbook along with the data source, right-click on the downloaded file, select the Open With option, and click on Tableau Reader.

Sharing Tableau Dashboards

There are different ways to share Tableau Dashboards. You can share them with any of your colleagues irrespective of how they were created or published. Here are the primary formats and ways in which Tableau Dashboards can be shared:

1) Sharing via Tableau Server/Public

To make your Tableau Dashboard publicly accessible, the best way is to share it via Tableau Server/Public. The steps are as follows:

  • Step 1: Open Tableau Desktop, and click on the Server button.
  • Step 2: After selecting the Server, click on Tableau Public and select Save to Tableau Public.
  • Step 3: A dialog box pops up asking to enter your credentials for Tableau Public. If you don’t have it, then you can create a profile.
  • Step 4: Upon entering the credentials, a new dialog box will open. Select Create Data Extract and click on Extract.
  • Step 5: Once done, repeat step 2, to view the final embedded Tableau Dashboard on the browser.
  • Step 6: Click on Edit if you want to add a title or any description for the Tableau Dashboard.
  • Step 7: Save it and share it with the Tableau Viewer.

2) Sharing as a Dashboard Link

Tableau Public Best Dashboards

If you find other sharing options difficult, then simply share it as a link. You just need to click on the Share button under the toolbar on an active dashboard. At the bottom, a dialog box appears containing the embed code and the link. Just copy the link by pressing Ctrl+C and share via email or any other form.

3) Sharing as a PDF

Tableau Dashboards can also be stored in PDF format easily. This can be done on an active dashboard. Under the File menu, you will find the Export option. Upon clicking it, you can select the option that says Export as PDF. After your workbook is ready, click on it and the file will be saved in PDF format that can be shared as per requirements.

Tableau Public Best Dashboards 2020

Best tableau public dashboards

Best Tableau Dashboards

4) Sharing as a PPT

Tableau Dashboards can be represented in PPT format too. Under the File menu, you will find the Export option. Upon clicking it, you can select the option that says Export as PPT. The workbook will then be exported in a PPT format and can be shared as per requirement.

5) Sharing as a Crosstab (Excel or CSV Files)

Tableau houses functionalities that give users the ability to share a Tableau Dashboard as a Crosstab file like CSV or Excel. In the Tableau Desktop, select the Workbook. Under the File menu, you will find the Export option. Upon clicking it, you can select the option that says Export as Crosstab to Excel. The file will then be exported in Excel or CSV format. You can share the same in case this format is more suitable for your business requirements.

Conclusion

This article provided you with an understanding of various methods that can be implemented for sharing and publishing Tableau Dashboards. This article also explores the different publishing and sharing options along with how exactly you can use each one.

Most modern businesses make use of multiple platforms to run their day-to-day operations. Before sharing or publishing Tableau Dashboards, the primary requirement for any business is importing the data into Tableau from all their sources in the right form.

Tableau Public Dashboards

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Top Tableau Dashboards

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Best Tableau Public Dashboards

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