1. Introduction to Dashboard Design

 
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Dashboard Design

12 lessons , 2 exercises

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Overview

There are numerous benefits to understanding how you can design a Tableau dashboard effectively. This course introduces these benefits and the case study for this course.

Summary

  1. Lesson Goal (00:25)

    The goal of this lesson is to learn about the importance of dashboard design and introduce the case study.

  2. Why Design Effective Dashboards (00:33)

    There are several benefits of well-designed dashboards:

    • A well-designed dashboard conveys information quickly and accurately, guiding users to the information they need at a glance.

    • A well-designed dashboard helps you organize and structure your information correctly, turning your analysis from a series of visualizations to a single interface.

    • A well-designed dashboard lets you tailor your information to the appropriate situation and audience, as different audiences can have different needs.

  3. Case Study for the Course (01:41)

    In this course, we consider a company called Interslice, providing an online product to businesses and consumers for a monthly subscription fee. Subscription businesses like this are interested in two key metrics: Monthly Recurring Revenue (MRR), which is the revenue generated from a customer in a typical month, and the number of subscribers. Of particular interest is the churn rate, which is the percentage of customers who cancel their subscription in a specific time period.

    The Interslice dataset records every monthly payment transaction for every customer. It records the MRR for each transaction, and identifies each customer with a unique ID that can be used to track total customer numbers. The dataset also contains several columns of address data, which can be used to analyze the data geographically.

Transcript

In many of our other courses, we teach you how to create informative visualizations in Tableau.

However, these visualizations will only make an impact on other people if you understand how to present them effectively.

In this course, we'll learn how to do this by designing effective dashboards.

Our goal in this lesson is to learn about the importance of dashboard design and introduce the case study.

There are several reasons why good dashboard design is important.

First, dashboards should convey information quickly and accurately.

A well-designed dashboard helps users find information they need at a glance.

While a badly designed dashboard can present too much information, making it difficult to find the right information.

Second, dashboard design helps organize your information correctly.

Organization helps turn your analysis from a series of disconnected visualizations into a single interface.

Finally, dashboard design helps you tailor your information to the situation and the audience.

For example, an audience of managers may have different needs from a dashboard than an audience of lower level employees.

We'll explore all these ideas during this course.

In the first half of this course, we'll learn about the fundamental principles of dashboard design.

In the second half of this course, we'll apply these principles to create a dashboard in Tableau.

Before we start, let's introduce the case study for the course.

We'll study a company called Interslice, which offers an online product to businesses and consumers.

Customers pay a monthly subscription fee and can sign up or cancel at any time.

Subscription businesses like this are usually interested in two key metrics.

First is monthly recurring revenue or MRR.

This represents the revenue generated from a customer in a typical month.

Second is the number of subscribers and how this changes over time.

In particular, Interslice wants to understand the churn rate, which is the percentage of customers that cancel their subscription in any given time period.

These metrics will all be important when it comes to creating our dashboard.

Let's now look at the dataset that we'll use to create our dashboard.

This dataset records every monthly transaction for each customer.

As a result, each customer appears multiple times if they subscribe for multiple months.

The key columns are the MRR column, which records monthly recurring revenue at each transaction, the Customer ID column, which can be used to calculate the number of subscribers at any given time, and the address data, which can be used to analyze the data geographically.

Now that we've introduced the case study, we'll stop the lesson here.

In the next lesson, we'll learn how to arrange the data on a dashboard.

> Tableau Tableau for data visualization
Tableau Essentials
Dashboard Design

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