Best Practices

Ready to buff up your Tableau skills like an expert data rockstar? Here are some of the best resources on Tableau best practices.

hint: (click on the green text or images for links)

Tableau Best Practices:

Designing Efficient Workbooks: This highly popular whitepaper helps Tableau users navigate their way through common performance problems that they may encounter on the journey from personal discovery to publishing and maintaining dashboards for thousands of others. 

Good Enough to Great: In today’s world, successful decision-making has everything to do

with turning data insights into action. And because the goal of data visualization is impact, not numbers, here are five ways to take your visualizations from good to great.

Optimize Workbook Performance: Start with databases, data, and extracts, and then focuses on things that affect your data source, your workbooks, your calculations, and visualizations. Learn how to record and analyze workbook performance and how to reduce upload times to a Tableau server.

Watch Zen Master Kevin Flerlage’s Simple Steps for Better Design awesome presentation in which he reviews 26 different ways to improve your designs in Tableau.

Visual Best Practices: Visual best practices are key to developing informative visualizations that drive your audience to act. Even a beautiful dashboard with an interesting data source could be rendered useless if your audience can’t use it to discover insights.

Visual Analysis Best Practices: A Guidebook: Bringing your visualizations from “good” to “great” takes time, patience, attention to detail, and some basic knowledge of visual analysis best practices. Luckily, Tableau has compiled an important list of techniques to get you started.