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10 Do’s and 5 Don’ts for Creating a Dashboard in Tableau

  • Define who will use the dashboard. Executives prefer high-level KPIs, while analysts may need detailed breakdowns.
  • Decide what question your dashboard should answer, such as monitoring sales trends, customer behavior, or operational efficiency.
  • Connect Tableau to clean, reliable, and accurate data sources, such as SQL databases, Excel files, or cloud platforms.
  • Provide filters (e.g., date, region, category) to let users customize their views without overwhelming them.

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