HandsOn - New Orleans | October 22-25 | #TC18 · you’re good enough at explaining it. Clarifying...
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Transcript of HandsOn - New Orleans | October 22-25 | #TC18 · you’re good enough at explaining it. Clarifying...
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Welcome
Start at the Beginning | Gathering Requirements for Dream Dashboards
# T C 1 8
Tara Morton
Associate Analytics Consultant
Tableau
Agenda
3 for Them, 1 for Me
Start at the Beginning
The Pivotal Meeting
Make Your Executives Cry Tears of Joy
Summary
3 For Them, 1 For Me
Easter Eggs
Exciting Extras
Start at the Beginning
The Pivotal Meeting
Establishing Rapport
Speak their language
They are the experts of their business
Establishing Rapport
Can you avoid saying no?
Establishing Rapport
Establishing Rapport
Take the pressure off of them
They’re smart enough to get it if you’re good enough at
explaining it.
Clarifying Business Questions
Clarifying Business Questions
• Open-ended questions• Let them tell you more
• Reflect and Summarize• Themes in the form of business questions
Clarifying Business Questions
• What do you want this dashboard to tell you?
• Why are we making this thing?
• What questions about your business keep you up at night?
Clarifying Business Questions
• Do they have a current report that isn't doing the job?
• If I waved a magic wand and fixed everything about this report, what would it look like?
• What do you wish this report could tell you?
• What do you wish you could do with it?
• Do you have the detail that you need?
• Who else will you show this to?
• What decisions will it help you make?
Clarifying Business Questions
• The question will dictate the chart type
Who is my data person?
Hey, do you guys have coffee?
How big is the data?
How often is thedata source updated?
Make Your ExecutivesCry Tears of Joy
In Their Style
No brand guide? No problem
Match brand fonts using Inspect Element or a browser extension
No brand guide? No problem
Match brand colors using the Tableau color picker and www.color.adobe.com.
Tips
Copy and paste formatting
Copy and paste views or entire dashboards
Create a template
Easter Eggs
Put your stamp on it
Viz in Tooltip
Parameters
Measures/dimensions
KPI Indicators
Views
Dashboard Actions
Turn to a neighbor
Share a favorite
Easter egg you’ve added
On Their Schedule
How often will they use it?
On Their Schedule
Subscriptions
On Their Schedule
Alerts
Designed for Their Devices
What Devices Will They Use?
Take Out Your Phone
Type out your top 2 takeaways
Summary
Summary
Start at the Beginning• Who will be using the dashboard?
• That pivotal meeting
Establishing Report
Clarifying Business Questions
Making Them Cry Tears of Joy• In their style
• On their Schedule
• Designed for their Devices
Thank you!
#TC18
linkedin.com/in/taramorton
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