Dashboard best practices
Visualization best practices are not limited to visual features; actions, filters, and organizing data can be just 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.
We will start by discussing six different types of Actions, followed by the Download and Navigation Object, then the Used In feature, and lastly, the Item Hierarchy. All contribute to 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 regard to visualization and dashboard design by using Actions. Actions come into play if you want your user to be redirected by clicking or hovering on data in a visualization. This...