4 steps to Improve Development in Tableau
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 — it's easy to start with other developer dashboards or were made a long time ago, and now they need improvement.
Here are our 4 cards to examine your dashboard work
Here are our 4 cards to examine your dashboard work
- 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.
- 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)
- 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.
//single line comment
/* multi-line comment */
- Remove unused fields
- Use color coding sheets
- Add update log
Try to avoid similar names of calculated fields
Check out how many similar names we've found on one of the projects we've worked on. A large number of practically identical names generate an error snowball.
Rules of development in Tableau (English subs)
Let's try to find all the incorrect names of calculations and pages on your server
How to improve dashboard performance?
Let's audit your dataviz
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