1 / 21

Dashboard Best Practices ( Tooltips Edition) ATUG - March 22, 2012

Dashboard Best Practices ( Tooltips Edition) ATUG - March 22, 2012. b y: Andy Piper Mgr. Supply Chain Development Norfolk Southern Corporation. Takeaways. SESSION WILL COVER: How to add conditional formatting to tooltips How to add hyperlinks to tooltips

duke
Download Presentation

Dashboard Best Practices ( Tooltips Edition) ATUG - March 22, 2012

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Dashboard Best Practices(Tooltips Edition)ATUG - March 22, 2012 by:Andy PiperMgr. Supply Chain DevelopmentNorfolk Southern Corporation

  2. Takeaways SESSION WILL COVER: • How to add conditional formatting to tooltips • How to add hyperlinks to tooltips • How to use image files as custom shapes • How to configure hover help • How we are keeping track of viz versioning

  3. Hands On • Fire up Tableau, this is a hands on session • Don’t have a laptop, • Get with someone who does, or • Direct your attention to the front • Using 7.01, but all material presented (unless indicated otherwise) is possible in 6.x

  4. Hands On • Connect to Coffee Chain • Create a bar chart using Product Type and Sales • Tooltip rather lifeless • 7.x has Keep Only and Exclude options

  5. Conditional Formatting TITLE FIELD CREATION • Create Calculated field from Product Type • Name field “Coffee Title” • Formula IIF ([Product Type]=“Coffee”, “Coffee Sales”, “”)

  6. Conditional Formatting TITLE FIELD CREATION • Duplicate field 3 times IIF([Product Type]=“Espresso”, “Espresso Sales”,“”) IIF([Product Type]=“Herbal Tea”, “Herbal Tea Sales”,“”) IIF([Product Type]=“Tea”, “Tea Sales”,“”) • Place fields onto Level of Detail shelf

  7. Conditional Formatting TOOLTIP MODIFICATIONS Coffee Title: <Coffee Title> Espresso Title: <Espresso Title> Herbal Tea Title: <Herbal Tea Title> Tea Title: <Tea Title> Product Type: <Product Type> Sales: <SUM(Sales)> <Coffee Title><Espresso Title><Herbal Tea Title><Tea Title> Product: <Product Type> Sales: <SUM(Sales)> Budgeted Sales: <SUM(Budget Sales)>

  8. Conditional Formatting REMOVE COMMAND BUTTONS • Remove the Keep Only and Exclude bar at the bottom of tooltip windows • Uncheck “Include Command Buttons” • Please duplicate your worksheet

  9. Conditional Formatting CONDITIONAL TOOLTIP TEXT • Create Calculated Field based on Sales • Name field “Difference” • Formula ABS([Sales]-[Budget Sales])

  10. Conditional Formatting CONDITIONAL TOOLTIP TEXT • Create Calculated Field based on Sales • Name field “Over Target” • Formula IIF(Sum([Sales])>Sum([Budget Sales]),“over”,“”) • Duplicate field, swap “over” for “under”, “>” for “<” • Place new fields on Level of Detail shelf

  11. Conditional Formatting CONDITIONAL TOOLTIP TEXT • Format Tooltip similar to: <Coffee Title><Espresso Title><Herbal Tea Title><Tea Title> Sales of <Product Type> were <SUM(Sales)>. This is <SUM(Difference)><AGG(Over Target)><AGG(Under Target)> our target of <SUM(Budget Sales)>.

  12. Stand Up, Stretch, Introduce Yourself to your Neighbor

  13. Tooltip Hyperlinks CREATE IN DASHBOARD USING ACTIONS • Create dashboard; bring over worksheets • Add URL Action • Name Google search results for <Product Type> • Run action on = “Menu” • URL http://www.google.com/search?q=“<ProductType>”

  14. Hover Help USER CONFERENCE PLUG • 2011 Tableau Conference – AWESOME!! • Anyone going to San Diego this year? • Tips & Tricks of the Wild – huge hit • Steve Wexler introduced Hover Help

  15. Hover Help What is Hover Help?

  16. Hover Help USER QUESTIONS • What do I do? • What does X mean? • Who developed this? / How do I get in touch? • What dataset was used? • What version of the viz are we on and what changed between versions DEVELOPER QUESTIONS • How do I take up less dashboard real estate with instructions? • Who is part of the project team? • Who developed this? / How do I get in touch? • What version of Tableau was used?

  17. Hover Help 5 BASIC STEPS • Created in own worksheet – call it “Hover Help” • Create calculated field for help notifier • Place on Rows shelf • Specify shape for Hover Help icon • Create informational tooltip • Add Hover Help to Dashboard

  18. Hover Help CREATING CUSTOM SHAPES • Shapes stored in \My Documents\My Tableau Repository\Shapes • Create new folder – “Custom Shapes” • Copy and paste an image in new folder – consider “?” icon or audience expectation • Valid image formats: • .PNG, .GIF, .JPG, .BMP and .TIFF

  19. Hover Help TOOLTIP FORMATTING • Know audience • Use title & body • Use coloring, spacing, font sizing effectively • May run out of room; be succinct • Hide worksheet title and field labels for rows on dashboard

  20. Hover Help ADDITIONAL THOUGHTS • Circular/odd shape image, use transparent background • Consider removing all lines in Help worksheet • Play with Fit Selector in Dashboard • Play with size of icon in workbook • Common position – upper right

  21. Viz Versioning COMPANY LOGO • Use company logo to keep track of • Viz versions and changes • Project participants and their contact info • Data source used • Who commissioned viz and when • Who initially created viz and when • How to contact developer • Version of Tableau used

More Related