Michael Le,

Dmitri Rogulkin,

Designing Public And Private Dashboards In Tableau: Best Practices

Problem

Goals

Public Dashboard Best Practice Tableau Public

Private Dashboard Best Practice Tableau Server

Questions and Hopefully the Correct Answers

Overview

Public Dashboard Best Practice

Steps for creating Dashboards

1. Choose metrics that matter

2. Keep it visual

3. Make it interactive

4. Keep it current or don’t bother

5. Make it simple to access and use

Public Dashboard Best Practice

Institutional Dashboards: Navigational Tool for Colleges and Universities

Number 123, Winter 2012

Dashboard Best Practice

Indicator Group Usage Ranking by Category

Dashboard Best Practice

Category Indicator Group Percent

Financial Indicators Endowment & Expenses Data 80%

Admissions Admissions Scores 79%

Enrollment Enrollment Figures 77%

Faculty Faculty – General 77%

Student Outcomes Graduation Rates 73%

Using Tableau Public

HSU IR Webpage

♦ Meaningful Navigation♦ General Data Dashboards

♦ Specialty Data Dashboards

♦ Data Dashboards - Under development

Using Tableau Public

HSU IR Webpage

♦ Meaningful Navigation

♦ Monitor Usage

♦ Engage Specific Audiences

Using Tableau Public

Using Tableau Public

Example Time!

Redesigning a PDF

Redesigning a PDF

Redesigning a PDF

Answering a question for a Dean

A Question

How do students in online classes do compared to face-to-face classes?

A Question

A Question

A Question

A Question

Humoring a Curiosity for the Budget Office

A Curiosity for Improvement

Mike, I have a data set and I’m wondering if you can Tableau’ify it?

A Curiosity for Improvement

A Curiosity for Improvement

To the WEB!http://www.humboldt.edu/irp/Dashboards/Budget-Actuals-FTES.html

Private Dashboard Best Practice

Steps for creating Dashboards

1. Know your audience

2. Make it simple

3. Make it actionable

Private Dashboard Best Practice

Michael LeHumboldt State University

Michael.Le@humboldt.edu

Question and Answer

Presentation Will be Posted at:

www.humboldt.edu/irp/presentations.html

Dmitri RogulkinFresno State University

drogulkin@csufresno.edu