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Create Effective Dashboards with Tableau Next
The Tableau Next dashboard is designed to streamline your workflow by providing a clear, intuitive overview of all the critical information you need. Whether you’re tracking performance metrics, managing tasks, or monitoring key data, dashboards bring everything together in one place.
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- Analyze Critical Data with Dashboards
Tableau Next dashboards help you view and act on your data to make smart decisions. Whether you're monitoring or analyzing business data, Tableau Next custom and templated dashboards help you organize and understand the information that matters most to you. - Use Dashboard Templates from the Marketplace
When designing dashboards, you can start with a blank dashboard or you can use an out-of-the-box dashboard template to decrease your design lift. Tableau Next dashboard templates provide layouts tailored to your data and how you want to present it. - Add and Configure a Visualization Widget
Add visualizations to Tableau Next dashboards to enhance communication and collaboration by presenting data in a clear and intuitive way. Use visualizations to help you effectively act on key issues, such as drivers for sales growth. - Add and Configure a Metric Widget
Integrate real-time metrics into your Tableau Next dashboard for enhanced, data-backed decision making. Displaying KPIs visually enables users to quickly assess trends and track progress. - Refine Results with the Filter Widget
Create interactive dashboards by using versatile filter to help you explore data. You can use the properties panel to select how widgets appear, such as a list or toggle. - Create Interactive Dashboards with Parameters
Create interactive dashboards by using versatile parameter widget to help you model your data. Build more interactive dashboards that help you explore data and model different scenarios. - Interact with Dashboard Filters
In Tableau Next, dimensions are categorical or qualitative fields, such as names, dates, or geographical data. When you have a dashboard made of metrics and visualizations (vizzes), you can select one or more marks to filter the dashboard to show only the selected data. And when you select marks to filter data on the dasfhboard, the metrics and vizzes update to reflect the filtered data. For example, if your dashboard has multiple vizzes that show sales by category and region, you can click region to filter the dashboard to show data for only that region. Or you can select multiple categories and a region to filter the dashboard by using different dimensions at the same time. - Personalize Dashboard Visuals with the Image Widget
Upgrade the visual impact of your Tableau Next dashboards by adding custom graphics, such as logos and icons, to your workspace. You can upload image files directly from your local drive or select assets from your existing library to foster brand recognition. - Set Initial Values for Your Dashboard
Select values to filter as your dashboard loads, ensuring that users see the most relevant information right away. For example, you can set your dashboard to automatically display sales by quarter in EMEA. - Create and Share Custom Dashboard Views
Share precise dashboard information with users by creating custom views. These saved views allow quick access to specific data configurations without needing to reset filters and settings repeatedly. - Define Filter Selections for Widgets
Dashboard widgets can be set to automatically receive or ignore specific filter selections. - Add Descriptive Text Using the Text Widget
Use text widgets to provide explanations and information to improve user understanding and engagement. - Apply Conditional Formatting to Visualize Dashboard Data Performance
Improve your data visualization by adding conditional formatting to Tableau Next dashboards. Create custom rules to automatically highlight important data, making it easier to analyze and interpret key performance metrics. By applying custom text formatting, you can quickly identify areas of success or those needing attention, which helps you make more informed decisions. - Add Single-Click Actions to Your Data
Create a data journey for your users by turning your static Tableau Next dashboard into an interactive experience with single-click actions that lead to detailed pages or initiate Salesforce Flows. For example, use actions to add dynamic navigation to guide sales managers from a summary dashboard to pipeline details, progressively revealing more detailed information. - Add Efficiency to Your Dashboard with the Container Widget
Make widget tasks easier by adding them to a container widget. You can also configure containers with single-click actions to add interactivity to your dashboard. - Reuse Widgets Across Dashboards and Workspaces
Maintain design consistency and speed up your workflow by copying widgets across pages and workspaces in Tableau Next. Use standard keyboard shortcuts to duplicate components while preserving all custom formatting, colors, and styles. - Organize Content with Dashboard Pages
Make the information on a dashboard easier to digest by chunking the content into multiple pages. And, with fewer queries per page, you can expect an increase in dashboard performance. - Adjust Dashboard and Widget Formatting
Format the dashboard and its widgets to create a consistent user experience. - Integrate Workspace Asset into Tableau Next Dashboards
Access metrics and visualizations directly through a convenient authoring panel to speed up your dashboard creation. The integrated search bar helps you locate specific workspace assets, enabling you to add high-value data into your dashboard layout. - Remove Dashboard Widgets
Remove widgets when you need to declutter your dashboard and remove outdated elements. - Preview and Save Dashboards
Previewing your dashboard is a critical step in the design and development process. It allows you to thoroughly check the dashboard for data accuracy, visual clarity, and performance. - Simplify Dashboard Management
Duplicate a dashboard for testing purposes, remove an outdated version, or download a copy.
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