Dashboard best practices for user experience

Visualization best practices are not limited to visual features; actions, filters, and organizing data can be as important. A few of those features that Tableau has to offer shall be mentioned in this section. Each of them will help you to either improve the user experience or keep track of what you have built—since sometimes, you can get lost when working with many different worksheets.

In total, we will be discussing four features, two of each category mentioned previously. Actions (six in total) and export buttons contribute to a better user experience, and "Used In" as well as item hierarchy are part of a better dashboard building experience. Let's start!

Actions

Implicitly, we have discussed this a few times before, but let's have an explicit look at what we can achieve with regards to visualization and dashboard design by using Actions. Actions come into play if you want your user to be redirected...