Learn a step-by-step process for designing Tableau dashboards — from sketching and layout planning to building and refining interactions — so you can deliver clearer, more consistent dashboards.
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Community Speaker
Reserved Seating
Video On Demand
The Dashboard Design Playbook: From Sketch to Screen
, Senior Consultant, Eigen X
Role: Data Analyst
Product: Tableau
Tableau Product: Tableau Desktop, Tableau Public
Session Level: Intermediate
Session Type: Breakout
- Wednesday, May 63:20 PM - 4:00 PM PDT(10:20 PM - 11:00 PM GMT)Stage 4 | Content Pavilion, Ground LevelRESERVED SEATING
Session Summary: This session focused on a structured, three-step approach to designing effective Tableau dashboards, emphasizing the importance of sketching, wireframing, and prototyping before building in Tableau. The presenter demonstrated this process using a fictional brewing company, showcasing how sketching rough ideas, creating detailed mockups with a tool like Figma, and incorporating stakeholder feedback streamlined dashboard development. Key features such as metric toggles, drill-down capabilities, and consistent design elements were highlighted, along with the use of prototyping to align with stakeholder expectations. The session also touched on the limitations and potential of AI tools in dashboard design, stressing their current inability to match the precision and control of manual processes but acknowledging their evolving capabilities.
Key Takeaways:
• A three-step dashboard design process—sketching, wireframing, and prototyping—saves development time and ensures alignment with stakeholder needs before building in Tableau.
• Effective mockups allow for easy exploration of design changes, stakeholder collaboration, and feedback incorporation, reducing the need for later revisions in Tableau.
• AI tools like Google’s Stitch are promising for dashboard design but currently lack the precision and control required, making manual mockup tools like Figma more reliable for now.
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