Building user-friendly, interactive visualizations

Data Visualization in Tableau

Maarten Van den Broeck

Content Developer, DataCamp

When less is ... more

I didn't have the time, so I wrote you a long letter (Mark Twain).

  • Simplicity and synthesis versus complexity and deluge of data points

  • Love for data analytics versus the impact on our consumers

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Two pictures to illustrate discussing data with stakeholders

Data Visualization in Tableau

Flexibility vs. usability

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  • "One dashboard to rule them all"
  • Overwhelmed stakeholders

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  • Cognitive overload:
    • New and complex information
    • Limited attention --> loss of interest
    • Inability to distill the key insights

Venn diagram presenting trade-offs between flexible and useful

Data Visualization in Tableau

Design - formatting - interactivity

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Design

  • Cascading design: from general to detailed
  • Keep simple, consistent style
  • Foresee enough "white space"

Formatting

  • Accentuate what's important
  • Use chart elements to your advantage
  • Avoid "visual overload", i.e., too many colors, shapes, sizes, labels

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Interactivity:

  • User-friendly parameters
  • Dynamic highlighting, drill-downs
  • Animations (if add value)

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An illustration of a thinking boy with a laptop

Data Visualization in Tableau

Keeping it user-friendly

Adaptive titles:

Example of Tableau's adaptive title

  • Impactful titles based on the values of measures, dimensions, and filter values
  • Information on last data load date and hour
  • Use color and font formatting for emphasis

Viz in tooltip:

Example of viz in tooltip in Tableau

  • Embedded visualizations with more detail
  • Relevant to a given data point
  • Neat way to "hide" extra insights
Data Visualization in Tableau

Making it interactive

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Actions:

  • Changing a value through
    • Clicking
    • Hovering
    • Selecting a mark on the visualization
  • Intuitive design, interaction with data
  • Exploration and drill-downs in a few clicks
Data Visualization in Tableau

Tips for stimulating user-adoption

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  • Design and develop in co-creation with stakeholders
  • Short feedback loops (show and try)
  • Interactive user training
  • Visual documentation (e.g. demos, gifs)
  • Usage monitoring of your dashboards

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Two persons pointing on the laptop

Data Visualization in Tableau

Let's practice!

Data Visualization in Tableau

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