MORE THAN JUST A COURSE
Tableau for Advanced Dashboard Design
For the Tableau analyst comfortable building charts and dashboards ready to level-up their design. Learn tips and tricks for creating elegant, inviting, and user-friendly charts, infographics, and dashboards in Tableau. This course also dives into creating and importing custom shapes, color palettes, charts, and templates for seamless consistency across an organization. In this 2-day course, the last half-day will be dedicated to workshopping with participant’s own data.
Part 1: Worksheet Formatting
- Entire workbook vs one sheet
- Navigation pane
- Formatting pane
- Fonts
- Alignment
- Shading
- Borders
- Lines
- Marks card
- Text
- Using fields for dynamic text
- Dummy fields for static text
- Shapes
- Custom Shapes
- Color
- Custom Color Palettes
- Adding borders
- Size
- Text
- Titles and Captions
- With static and dynamic text
- Instead of color legends
- Cleaning up the view
- Annotations
- Leveraging dual axis and dummy fields
- Custom charts
- Customized text
- Reference Lines
- Duplicating sheets
Part 2: Creating a Dashboard
- Objects
- Containers
- Show/Hide
- Selecting and formatting
- Custom images
- Background
- Foreground
- Text
- Blank Pieces
- Floating vs Tiled
- Containers
- Custom shapes
- Using PPT
- Icons
- Layout Tab
- Custom Size
- Borders
- Background
- Padding
Part 3: Content Creation Workshop (1/2 day)
- Bring in own data and big ideas
- Sketch out ideas
- Decide what design elements are needed, including outside images/shapes
*For interactivity, add 1 day of instruction.
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