A dashboard is a collection of several views, letting you compare a variety of data simultaneously. For example, if you have a set of views that you review every day, you can create a dashboard that displays all the views at once, rather than navigate to separate worksheets.

Like worksheets, you access dashboards from tabs at the bottom of a workbook. Data in sheets and dashboards is connected; when you modify a sheet, any dashboards containing it change, and vice versa.

Best Practices for Effective Dashboards

A well-designed dashboard can align your organization’s efforts, help uncover key insights, and speed up decision-making. Use this topic for tips on best practices for creating effective dashboards in Tableau.

What’s your goal?

Know your purpose and audience

The best visualizations have a clear purpose and work for their intended audience. What will you be trying to say with this dashboard? Are you presenting a conclusion or a key question?

In addition to knowing what you’re trying to say, it’s important to know who you’re saying it to. Does your audience know this subject matter extremely well or will it be new to them? What kind of cues will they need? Thinking about these questions before you head into the design phase can help you create a successful dashboard.

Limit the number of views

In general, it’s a good idea to limit the number of views you include in your dashboard to two or three. If you add too many views, visual clarity and the big picture can get lost in the details. If you find that the scope of your story needs to grow beyond two or three views, you can always create more dashboards.