Tableau Workshop Overview
This half-day Tableau workshop, Dashboard Design Tips and Tricks, teaches participants how to leverage the formatting panes and dashboard objects to create visually appealing dashboards.
Location and Pricing
This course is taught as a private, live online class for teams of 3 or more. To receive a quote for online corporate training, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Understand the different aspects of the formatting pane for worksheets and dashboards.
- Create and use custom shapes for icons
- Create and use custom shapes for dashboard elements
- Create custom color palettes
- Clean up the view and increase the data to ink ratio
- Use floating and tiled containers strategically
- Create a collapsible container for filters
- Use the layout tab for dashboard formatting
- Create a cleaner dashboard using your own data
Prerequisites
All students must have experience building charts and dashboards in Tableau.
Outline
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Introduction
The Formatting Pane for Worksheets and Dashboards
- Formatting the sheet versus the entire workbook
- Fonts
- Alignment
- Shading
- Borders
- Lines
Custom Shapes and Icons
Custom Shapes and Dashboard Elements
Custom Color Palettes
Cleaning up the View
Floating and Tiled Containers
Collapsible Containers for Filters
Dashboard Formatting
- Borders
- Padding
- Sizing
- Background
Creating a Cleaner Dashboard
Conclusion
Training Materials
Attendees receive a copy of the instructor’s presentation in electronic format.
Software Requirements
- Tableau Desktop
- Microsoft Excel 2016 or later
- Internet access
- Related data and lab files that Accelebrate would provide
