?????? ?? "??????-????-?????? ??????" ?????????????? ???????? ???? ?????????? ???????? ???? ??????????????.

?????? ?? "??????-????-?????? ??????" ?????????????? ???????? ???? ?????????? ???????? ???? ??????????????.

As part of our coaching ethos we talk a lot about gathering stakeholder requirements and needing to understand that drilling down through the “5 why’s” (typically) is imperative to allow your dashboard users to gain relevant insights that lead to taking meaningful action.

Therefore it's essential that you have multiple ways for your users to be able to drill down through that process. The data itself twill normally dictate the answers to any questions and you will want to have the flexibility of steering your users based upon on the answer that the data throws up,????????? ???????? I ask that question.

As John Steinbeck once said “ An answer is invariably the parent of a great family of questions” and I see the journey of weaving your way through those questions as the dashboard designers responsibility to get the user to be able to take action or make a decision.

There are some brilliant blog posts on each of the following subjects, but I thought it would be useful to group together the top 5 ways that Tableau provides, easy to use and out of the box, to enable that journey to come to a successful conclusion each time:

① ??????????????????????. A simple drag and drop in the data pane enables you to define a drill down path through multiple dimensions - from Category —> Sub-category —> Product for example.

â‘¡ Dashboard ???????????? ??????????????. Combining multiple analytical charts on a dashboard and allowing your user to click through and filter is powerful and allows them to answer complex questions really easily.

③ ?????? ???? ??????????????. Tooltips on their own allow you to provide supplementary information and add insights. Adding additional analytical charts in to the Tooltip also offer you and your users additional drill down capabilities...”who are the top 5 customers ordering that (loss making) product” is a great example.

④ ???????????????? ?????? ???????????? ???? ?????????????? ??????????????????. Quite often I see dashboards trying to cram too much detail on them, or “be everything to everybody”. This simple tool allows your user to select what is important, and use that to filter a different dashboard that shows them the underlying detail. Additionally, using the “Menu” option in the filter action can allow your user to select what they filter on, and to which dashboard they navigate to.

⑤ Pinpoint the location where you can take action in a 3rd party Web Applications using a??????? ????????????. (Securely) take the user to the patient record in your PAS, the Customer in your CRM or the Order in your Accounting system so that they can fix the problem ??????. You can’t get any closer to taking action than this wonderfully simple and yet powerful capability.

Any others I haven’t covered? I'd love to hear your ideas. It was very hard to keep it to 5...

????. Follow me if you’d if you’d like to see any of these in action, as I will be demonstrating each one and expanding on the options over the coming weeks.

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