It is time to say goodbye to the older ways of working. As you ditch manual spreadsheets and tables, you need a tool that can help you see and understand business data. Tableau does just that. A leading business analytics platform, Tableau is transforming the way businesses use data to solve problems. Businesses across the globe are adopting Tableau to analyze data. But, not everyone who gets a Tableau Licence gets the implementation and performance right. To use Tableau to the fullest potential, keep the following quick tips and tricks in mind!
TIP 1 – Play with fonts, colours, bar graphs and charts
Making your data interactive is fun. You can experiment with various fonts, colours and graphs to aid your business information. Although Tableau has a range of figures, visuals and representative bars to choose from, you also have the option to customize these as per your unique business needs.
TIP 2 – Opt for Extract data sources
When you do not necessarily have to use a live connection, use the ‘extract’ data engine. You’ll see faster dashboards.
TIP 3 – Hide unused fields
When it comes to business reports, ‘on-point’ is the name of the game. After you create the dashboard, remove all columns or fields that are unused. You will find a ‘Hide All Unused Fields’ option in the Extract dialog box that will automatically hide all of the unused columns.
TIP 4 – Reduce the marks on the dashboard
Only show the most relevant information on the dashboard. Do not drag all the marks onto the canvas. Use different colours to segregate data. This makes data visualization easier and more convenient.
TIP 5 – Simplify numerical data and calculations
Tableau allows you to use certain formulas for calculations. You can explore the calculations field that can perform simple to complex calculations hassle-free.
TIP 6 – Use limited worksheets
The more worksheets you have, the more processing Tableau has to do. Keep the data consolidated and maintain easy-to-read and understand worksheets.
TIP 7 – Optimize your dashboard
Obtaining a Tableau licence gives you the freedom to test it according to your will. As you find changes to be done after testing – you can adjust the sizing and position items to optimize data insights. You have the ability to specify the overall size of the dashboard as well.
FINAL, BUT PRO TIP!
TIP 8 – Mastering Tableau With A Support Partner
Keeping the above tips and tricks in mind can help you create interactive and rich dashboards. Tableau has many features and capabilities that you can further explore to optimize its performance. As you get the Tableau Licence, we recommend hiring a trusted Tableau implementation partner who has the experience and expertise to get the maximum value from the business analytics tool. A knowledgeable team can help you with data visualization, Tableau migration, technical support and managed services. They understand the pain points of businesses in various industries and help customize the Tableau tool as per the company’s unique requirements. So, are you ready to get a powerful and high-performing visualization tool that allows you to deliver scalable solutions and make smarter business decisions? Go now!
