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Dashboard Best Practices ( Tooltips Edition) ATUG - March 22, 2012

Dashboard Best Practices ( Tooltips Edition) ATUG - March 22, 2012. b y: Andy Piper Mgr. Supply Chain Development Norfolk Southern Corporation. Takeaways. SESSION WILL COVER: How to add conditional formatting to tooltips How to add hyperlinks to tooltips

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Dashboard Best Practices ( Tooltips Edition) ATUG - March 22, 2012

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  1. Dashboard Best Practices(Tooltips Edition)ATUG - March 22, 2012 by:Andy PiperMgr. Supply Chain DevelopmentNorfolk Southern Corporation

  2. Takeaways SESSION WILL COVER: • How to add conditional formatting to tooltips • How to add hyperlinks to tooltips • How to use image files as custom shapes • How to configure hover help • How we are keeping track of viz versioning

  3. Hands On • Fire up Tableau, this is a hands on session • Don’t have a laptop, • Get with someone who does, or • Direct your attention to the front • Using 7.01, but all material presented (unless indicated otherwise) is possible in 6.x

  4. Hands On • Connect to Coffee Chain • Create a bar chart using Product Type and Sales • Tooltip rather lifeless • 7.x has Keep Only and Exclude options

  5. Conditional Formatting TITLE FIELD CREATION • Create Calculated field from Product Type • Name field “Coffee Title” • Formula IIF ([Product Type]=“Coffee”, “Coffee Sales”, “”)

  6. Conditional Formatting TITLE FIELD CREATION • Duplicate field 3 times IIF([Product Type]=“Espresso”, “Espresso Sales”,“”) IIF([Product Type]=“Herbal Tea”, “Herbal Tea Sales”,“”) IIF([Product Type]=“Tea”, “Tea Sales”,“”) • Place fields onto Level of Detail shelf

  7. Conditional Formatting TOOLTIP MODIFICATIONS Coffee Title: <Coffee Title> Espresso Title: <Espresso Title> Herbal Tea Title: <Herbal Tea Title> Tea Title: <Tea Title> Product Type: <Product Type> Sales: <SUM(Sales)> <Coffee Title><Espresso Title><Herbal Tea Title><Tea Title> Product: <Product Type> Sales: <SUM(Sales)> Budgeted Sales: <SUM(Budget Sales)>

  8. Conditional Formatting REMOVE COMMAND BUTTONS • Remove the Keep Only and Exclude bar at the bottom of tooltip windows • Uncheck “Include Command Buttons” • Please duplicate your worksheet

  9. Conditional Formatting CONDITIONAL TOOLTIP TEXT • Create Calculated Field based on Sales • Name field “Difference” • Formula ABS([Sales]-[Budget Sales])

  10. Conditional Formatting CONDITIONAL TOOLTIP TEXT • Create Calculated Field based on Sales • Name field “Over Target” • Formula IIF(Sum([Sales])>Sum([Budget Sales]),“over”,“”) • Duplicate field, swap “over” for “under”, “>” for “<” • Place new fields on Level of Detail shelf

  11. Conditional Formatting CONDITIONAL TOOLTIP TEXT • Format Tooltip similar to: <Coffee Title><Espresso Title><Herbal Tea Title><Tea Title> Sales of <Product Type> were <SUM(Sales)>. This is <SUM(Difference)><AGG(Over Target)><AGG(Under Target)> our target of <SUM(Budget Sales)>.

  12. Stand Up, Stretch, Introduce Yourself to your Neighbor

  13. Tooltip Hyperlinks CREATE IN DASHBOARD USING ACTIONS • Create dashboard; bring over worksheets • Add URL Action • Name Google search results for <Product Type> • Run action on = “Menu” • URL http://www.google.com/search?q=“<ProductType>”

  14. Hover Help USER CONFERENCE PLUG • 2011 Tableau Conference – AWESOME!! • Anyone going to San Diego this year? • Tips & Tricks of the Wild – huge hit • Steve Wexler introduced Hover Help

  15. Hover Help What is Hover Help?

  16. Hover Help USER QUESTIONS • What do I do? • What does X mean? • Who developed this? / How do I get in touch? • What dataset was used? • What version of the viz are we on and what changed between versions DEVELOPER QUESTIONS • How do I take up less dashboard real estate with instructions? • Who is part of the project team? • Who developed this? / How do I get in touch? • What version of Tableau was used?

  17. Hover Help 5 BASIC STEPS • Created in own worksheet – call it “Hover Help” • Create calculated field for help notifier • Place on Rows shelf • Specify shape for Hover Help icon • Create informational tooltip • Add Hover Help to Dashboard

  18. Hover Help CREATING CUSTOM SHAPES • Shapes stored in \My Documents\My Tableau Repository\Shapes • Create new folder – “Custom Shapes” • Copy and paste an image in new folder – consider “?” icon or audience expectation • Valid image formats: • .PNG, .GIF, .JPG, .BMP and .TIFF

  19. Hover Help TOOLTIP FORMATTING • Know audience • Use title & body • Use coloring, spacing, font sizing effectively • May run out of room; be succinct • Hide worksheet title and field labels for rows on dashboard

  20. Hover Help ADDITIONAL THOUGHTS • Circular/odd shape image, use transparent background • Consider removing all lines in Help worksheet • Play with Fit Selector in Dashboard • Play with size of icon in workbook • Common position – upper right

  21. Viz Versioning COMPANY LOGO • Use company logo to keep track of • Viz versions and changes • Project participants and their contact info • Data source used • Who commissioned viz and when • Who initially created viz and when • How to contact developer • Version of Tableau used

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