Give me 40 minutes of your time and I will give you 3 systems to build better dashboards in less time

3 signs you aren't using Tableau effectively

You've got this wonderful tool called Tableau sitting on everybody's desktop and you just can't get to grips with why they keep opening up Excel.

It’s frustrating that you’ve invested in what Gartner perceive to be one of the leaders in the Data Visualization industry, and it’s not being used to speed up decisions or improve performance.

There are loads of examples of beautiful dashboards built in Tableau which can be inspiring and give people examples of what can be achieved. But they can also discourage some new users and create a perception gap.

As an organisation, what you want is analysis that drives insights, decisions and action.

Not a master piece.

Here are 3 signs that Tableau is not being used properly:

① It’s taking your team ?????? ???????? to build solutions. Either trying to “do what you do in Excel” or recreating “something you’ve seen in Tableau Public” without a solid basis in the building blocks, will lead dashboard builders down many rabbit holes.

② Building ???????????? ?????????????????? every time. It’s the age old “don’t reinvent the wheel” but typically arises because people feel that each dashboard has to be unique, otherwise you are not using Tableau’s full breadth of capabilities. Start with something that works, and incrementally improve.

③ Users are asking for ????-?????? analysis after using a dashboard, or ?????????????????? the data to Excel. What this actually means is the dashboard is not driving decisions, but more questions. Get clarity on the drill down path your users need to answer their questions.

The bottom line is your team can't switch from using Excel or legacy systems and it's bugging the hell out of you.

How Successful Analysts make Tableau dashboards quicker

[Stop right there if you don’t know what the Pareto Rule is (or the 80 : 20 rule). Here is a great blog that explains it -?https://www.thebaguide.com/blog/how-to-effectively-use-the-pareto-principle)]

But if you do, then you need to know that by:

??Replacing static reports with dynamic dashboards

??Reducing the need for ad-hoc requests and

??Engaging in more data driven discussions

???You will be able to deliver more insights, more frequently and make better decisions. All in less time.

All you need to do is follow my ?-?-? approach of delivering actionable insights, quickly and repeatedly:

③ Use all ? pillars of visual analytics - Questions, Design, Process in your dashboard developments

② Use ? ways to speed up your dashboard developments - style guides and templates

① Implement ? Process to deliver quicker insights and engage your stakeholders

Give me 40 minutes and I'll give you these 3 systems to build better dashboards more quickly

I am passionate about Tableau. I've been using it for eight years, and five years ago I set up my own company to take organisations on a journey to transform their teams to agile analysts that drive decisions, improve organisational performance and in some cases, save lives.

But it can be a little bit daunting due to its flexibility, it's depth and breadth of capabilities.

That's what led me to develop Tableau Training on Tap which leads people like Ella, a team leader in the NHS at the time, and a current Tableau Ambassador to say:

Actually having someone on tap that they can take problems too… You can't underestimate that. It takes pressure off the management team and we've also learned a lot from them.

As part of the Tableau Training on Tap program we developed the ?-?-? approach, to deliver better dashboards, quicker.

And now I've created a free training which is just under 40 minute long.

It covers all these points to help you and your team deliver better insights, quicker, so that you can focus on saving and improving peoples lives with better organisational performance.

If you’d like access:

1. Comment “#TToT”
2. I will get in touch to make sure its right for you (I don’t want to waste your time), and if it is
3. I’ll send you the access details.

Go on. I dare you. Make change happen!

__

Steve Adams

Tableau Coach

PS - Our next public training courses now come with 4 WEEKS FREE live Tableau coaching, worth ￡400. Book here:

• Tableau Foundation - 2 day course to get you up to speed quickly.
• Tableau Analyst - 2 day intermediate course to help you get more from Tableau.

PPS - know that you already need my help designing your teams cost effective L&D and support roadmap? Book a Discovery Call with me here. (It's free.)