As Tableau teams grow, informal standards break down. Learn how to build a practical dashboard checklist covering naming, design, accessibility, and review to keep quality consistent.
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Community Speaker
Reserved Seating
Video On Demand
The Tableau Dashboard Quality Checklist
, Director, Data Analytics and Operations, University of Massachusetts
, Analyst, Massachusetts Institute of Technology (MIT)
Role: Data Analyst, Designer
Product: Tableau
Tableau Product: Tableau Desktop
Session Level: Intermediate
Session Type: Breakout
- Wednesday, May 61:00 PM - 1:40 PM PDT(8:00 PM - 8:40 PM GMT)Stage 5 | Content Pavilion, Ground LevelRESERVED SEATING
Session Summary: This session introduced the Tableau Dashboard Quality Checklist (TDCJ), a six-step framework designed to enhance the consistency, usability, and quality of Tableau dashboards as teams scale. The checklist addresses common challenges such as inconsistent standards, unclear definitions of 'done,' and loss of user trust by focusing on key areas like naming conventions, design standards, interactivity, performance, and testing. Using a milkshake analogy, the presenters demonstrated how dashboards can be built with a solid base, intentional design choices, and effective review processes to ensure they meet user needs and are easy to maintain. Attendees were provided with practical guidance to align dashboards with team standards, improve user adoption, and implement TDCJ seamlessly into existing workflows, supported by real-world examples and resources for immediate application.
Key Takeaways:
• The TDCJ checklist streamlines dashboard creation with six components: purpose, naming conventions, design standards, interactivity, performance, and review, ensuring quality and consistency across teams.
• Using tools like Tableau’s Workbook Optimizer and Performance Recorder can identify bottlenecks and improve dashboard load times and usability, fostering trust and adoption among users.
• Incorporating usability testing and peer reviews into the workflow ensures dashboards are intuitive, meet user needs, and are maintainable by team members over time.
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