Tableau Checklist Part 1

     

    Few things to keep in mind when you are delivering a dashboard.

                Things to check while you are delivering a dashboard.

1. Font size, Font name : Maintain consitency

2.Color code : check whether appropriate business sense color coding is applied.

3.Grid Lines, Reference Lines :

4. Relevant Filters, Data Source Filters, Action Filters: 

Whenever you are repointing to a new data source , the data source filters get removed.           

5.Numbers : Most of the times clients are more concerned with the data accuracy and its format.Check whether you are formatting PANE OR HEADER. PREFIX etc.

6.Filter heirarchy and context filters.

7. Grid readability :  When  there are too many columns, use Measure names and Measure values in order to fix those appropriately in grid. 

8.Tooltips and its formatting.

9: Fix sheet container size:

10.Legends :  Give appropriate Legends wherever they are applicable.

11.Padding