Vizuators' guide

4 steps to improve ease of use dashboard and documentation

By Olga Britko, BI developer at Vizuators
April, 2022

You need beauty in visualizations on a dashboard and all that is behind it. In your Tableau documentation, for example. Why and what do we mean by beauty in documentation?


We mean convenience — no need to do extra steps to find what you need.


We mean clearness — the names speak about the content, and the comments suggest the logic of calculations.


We mean speed — easy to get started with dashboards that were not created by you or were made a long time ago, and now they need improvement.

Here are our 4 cards to exam your work

Fields from data source
  • Use Comments to fields. Help to understand the specifics of the data
  • Try not to use Aliases. Not used in calculations, at least. If necessary, create a copy of the field with aliases for signatures, and do the calculations on the original field.
Further work and documentation
  • Folders. Use them to group similarly used fields: filters, formatting, fields with aliases, meaning groups, and numbering.
  • Caption. Brief description of the visualization. It can be used for reference or to make your comments.
  • Describe sheet. Contains the main visualization parameters: Caption, Marks, Filters, Rows, Columns, etc.

It can be used for documentation.

Call:

Worksheet > Describe Sheet

or Ctrl+E (Cmd+E)

Calculated fields
  • Names. Give names your mom can understand.
  • Formulas. Break the logic into steps. Use hyphens to make the formula easier to read. Be careful with duplication. Replace constants with parameters. Create a validation sheet
  • Comments. Describe the purpose of the calculation and the calculation process. Use Describe to Understand the Value of a Field and display metadata on it.

//single line comment

/* multi-line comment */

Packing work
  • Remove unused fields
  • Use color coding sheets
  • Add update log

How many similar names of calculated fields do you get?

A large number of practice identical names generate an errors snowball.

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Rules of development in Tableau (English subs)

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