MBA 744 - Loughrin - Week 4 - Dashboards

When connected to a Tableau Server, allows you to add Ask Data to your dashboard to enable self-service analytics and natural language processing (NLP) capabilities.

Ask Data

__________ are best utilized when you have a single measure, and want to compare categories.

Bar charts

This object an be used as a placeholder or to provide spacing options.

Blank

__________ is one of the most powerful aesthetic features because it's an attention-grabber.

Color

Formatting applied to a dashboard such as the overall shading, dashboard title, worksheet titles, and text objects.

Dashboard Format Level

The default formatting for a field including number and date formats, colors, and shapes.

Data Source Format Level

This object allows you to create a link or button that gives the user an easy option to export the dashboard as an image, crosstab, PDF, or PowerPoint.

Download

__________ are focused on the human behavior, skills, or performance needed to execute strategy.

Employee Measures

Many times, you do not know what story the data will tell when the data is refreshed in the next hour, next week, or next year. What may not be a significant aspect of the story today might be a major decision point in the future. In these cases, your goal is to provide your audience with an analytical tool that gives them the ability to explore and interact with various aspects of the data on their own.

Exploratory

One of a growing number of tools developed by Tableau and third parties (or maybe even you!) that leverages the extensions API to provide extended functionality to dashboards. This could allow you to accomplish things such as gathering extensive usage data, dynamically updating parameters, incorporating visualizations from other platforms (such as D3), and much more.

Extension

True or False Excess information, confusing graphics, and unnecessary features can make a dashboard easy to use and understand.

False

You've done the analysis, made the discoveries, and thus have a deep understanding of the implications of the data story. This type of dashboard guides your audience through a similar process of making the discoveries for themselves, so the need to act is clear.

Guided analysis

__________ actions cause marks that are defined, at least in part, by the selected dimensional value(s) to be highlighted in the target sheets.

Highlight

__________ are shown as user controls (similar to filters and parameters) that cause highlighting based on user interaction. They can be applied to one or more views and will highlight the marks of the views. They do not create an action.

Highlighters

A layout container within which other objects will be arranged in a single row.

Horizontal container

An image (for example, .gif, .png, or .jpeg) that can be positioned and sized on your dashboard. Optionally, you may set a URL for navigation when a user clicks the image.

Image

__________ measure attributes (amount, type, quality) of resources consumed in processes that produce outputs.

Inputs

Good __________ can track efficiency, effectiveness, quality, timeliness, governance, compliance, behaviors, economics, project performance, personnel performance or resource utilization

KPIs

__________ are the critical quantifiable indicators of progress toward an intended result.

Key Performance Indicators (KPIs)

Based on the locale of the system (or a manually adjusted locale) and sets the default format used for currency and dates.

Locale Format Level

This type of dashboard emphasizes a story. There may be aspects of exploration, guided analysis, or performance indication, but primarily you are telling a single story from the data.

Narrative

This object allows you to define user navigation to other sheets and dashboards in the workbook.

Navigation

The building blocks of strategic intent, __________ are the linchpins of a successful KPI system, whether it is focused on strategy or operations.

Objectives

__________ focus on the use of resources, processes, and production (output). These measures "drive" the outcomes an organization desires, with some outcomes being more intermediate than other, more final, outcomes.

Operational measures

__________ focus on accomplishments or impacts, and are classified as Intermediate, such as customer brand awareness (a direct result of, say, marketing or communications outputs), or End, such as customer retention or sales (that are driven by the increased brand awareness).

Outcomes

__________ are result measures that indicate how much work is done and define what is produced.

Outputs

__________ or activity measures focus on how the efficiency, quality, or consistency of specific processes used to produce a specific output; they can also measure controls, such as the tools/equipment used or training.

Process

__________ measures answer questions about the status of deliverables and milestone progress related to important projects or initiatives.

Project

__________ are focused on project progress and effectiveness.

Project Measures

__________ are focused on the risk factors that can threaten our success.

Risk Measures

Don't make a lot of important information compete for attention. Most of the time, more than three visualizations on one dashboard is too many.

Rule of three

There may be a wide agreement on Key Performance Indicators (KPIs) or metrics that indicate good and poor performance. You don't need to guide the audience through discovery or force them to explore. They just need a high-level summary and the ability to drill down into details to quickly find and fix problems and reward success.

Scorecard/Status Snapshot

__________ allow you to populate a set with one or more values for one or more dimensions. This is very powerful because sets can be used on any shelf to encode any visual element, can be used in calculations,

Set actions

Consider unchecking __________ for any view where they do not significantly and intentionally add value to the user experience.

Show tooltips

Formatting applied to a story such as the story shading, title, navigator, and text objects.

Story Format Level

__________ track progress toward strategic goals, focusing on intended/desired results of the End Outcome or Intermediate Outcome.

Strategic Measures

An object that allows you to include richly formatted text in your dashboard.

Text

__________ help you take dashboards up a notch by integrating important details that add clarity for your audience.

Tooltips

True or False Dashboard design is not about making dashboards 'pretty.' It's making them functional and helping the user to get the information they need as efficiently as possible.

True

True or False The goal of data visualization is impact, not numbers.

True

A layout container within which other objects will be arranged in a single column.

Vertical container

Often referred to as __________, Tableau allows you to embed visualizations in tooltips that are dynamically filtered as you hover over different marks.

Viz in Tooltip

An object that allows you to embed web content in the dashboard. You may set the URL at design time. We'll also consider how to use actions to dynamically change the URL.

Web Page

The default format applied at a workbook level. This includes the default font for worksheets, tooltips, and titles. It also allows you to specify default formats for lines.

Workbook Format Level

All the various formatting options for a visualization including fonts, alignment, shading, lines, banding, and field formatting.

Worksheet Format Level

Histograms and box plots show where your data is __________, and can compare categories.

clustered

Use __________ shapes to tell a more compelling story.

custom

From a Tableau perspective, a __________ is an arrangement of individual visualizations, along with other components, such as legends, filters, parameters, text, containers, images, extensions, buttons, and web objects, that are arranged on a single canvas.

dashboard

Stephen Few, one of the leading experts in the field of data visualization, defines a __________ as a visual display of the most important information that's needed to achieve one or more objectives, consolidated and arranged on a single screen so the information can be monitored at a glance.

dashboard

Your __________'s purpose is to help guide the reader's eye through more than one visualization, tell the story of each insight, and reveal how they're connected.

dashboard

An object on the dashboard is either tiled or floating. If it is a __________ object, it will float on the dashboard in layers. You can then change the order of the layers.

floating

Your audience should smoothly absorb and use the information in a dashboard without distractions or turbulence—this is described by people in the data viz world as __________.

flow

As you change the look and feel of your work, use a __________ workflow. This will help you work quickly and keep you from accidentally overwriting your changes.

largest to smallest

Managing with KPIs often means working to improve performance using __________, which are precursors of future success, that will later drive desired impacts indicated with lagging measures.

leading indicators

Dashboards are made up of __________ that are arranged on a canvas.

objects

The __________ feature allows you to tell a story using interactive snapshots of dashboards and views.

stories

If you need more than one dashboard, or are preparing for a presentation, connect the different visualizations with __________.

story points

Bullet charts, reference lines, bands, and distributions focus attention on __________.

targets

Managing with the use of KPIs includes setting __________ (the desired level of performance) and tracking progress against those.

targets

An object on the dashboard is either tiled or floating. If it is a __________ object, it will snap into the dashboard or layout container where you drop it.

tiled