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Developing ActionOriented Dashboards with Tableau The following tutorial will show you how to create interactive dashboards in Tableau 9. To get started, you will need the following: Tableau version
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Determine the goals and objectives of the dashboard. What specific actions or decisions do you want to drive with the dashboard?
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Identify the key metrics and indicators that need to be tracked to measure progress towards the goals. These metrics should be actionable and provide insights into areas that need attention or improvement.
03
Gather the necessary data from relevant sources. This may involve integrating data from different systems or conducting surveys and interviews to collect feedback.
04
Clean and organize the data to ensure consistency and accuracy. Use data cleaning techniques like removing duplicates, correcting errors, and standardizing formats.
05
Design the dashboard layout and visualizations. Consider the target audience and their preferences for displaying information. Use charts, graphs, and tables to present the data in a clear and easy-to-understand manner.
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Build interactive features and filters to allow users to explore the data and drill down into specific details. This helps users to uncover insights and take action based on the findings.
07
Test the dashboard for usability and functionality. Ensure that all the features are working correctly and that the dashboard provides meaningful and actionable information.
08
Train users on how to effectively use the dashboard and interpret the data. Provide documentation and support to help users navigate and utilize the dashboard to its full potential.
09
Continuously monitor and update the dashboard as new data becomes available or as business goals and objectives change. Regularly review the metrics and indicators to ensure they are still relevant and aligned with the desired actions.
10
Seek feedback from users and stakeholders to identify areas for improvement and make enhancements to the dashboard over time.

Who needs developing action-oriented dashboards?

01
Developing action-oriented dashboards can benefit various individuals and organizations, including:
02
- Executives and business leaders who need to make informed decisions and take action based on real-time data.
03
- Project managers who want to track progress, identify bottlenecks, and ensure projects are on track to meet their objectives.
04
- Sales and marketing teams who need insights into customer behavior, market trends, and campaign performance to optimize strategies and drive revenue growth.
05
- Operations managers who require visibility into operational metrics, such as production efficiency, resource utilization, and quality control.
06
- Human resources professionals who want to monitor employee performance, engagement levels, and workforce analytics.
07
- Data analysts and data scientists who need actionable insights to drive data-driven decision-making and identify opportunities for improvement.
08
- Any individual or team responsible for monitoring and improving key performance indicators (KPIs) to drive organizational success.
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