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I don't really think there is a quick answer to your question. I do recommend, however, checking out Stephen Few's blog: perceptualedge dot com. He is a thought leader in data visualization and has some good tips on this subject. This white paper in particular would be a good resource:
Additionally, when it comes to using filters in dashboards, I like to create one worksheet that ONLY has filters. The purpose of this is to minimize confusion around which worksheet has global filters for your dahsboard.
1) Create all the worksheets you need for your dashboard
2) Create another worksheet and drag into the filters area all the global filters you want to use
3) "Show Quick Filters" for all these filters.
4) On your dashboard, add the filters only worksheet (this will be a blank box) and use the header of the box to show all the filters.
This way, as you are designing your dashboard, if you need to remove or add global filters, you'll know exactly which worksheet they came from.
Hope that helps!
Justin, this is an interesting technique. Do you have a mock up you can post; I'd really like to see this in action. Thanks,
I feel like the logical flow is left to right. So I put global filters on the left. Filters that are linked to only one viz, I tend to put directly above the viz or as a floating object to the right of the title.
And if it is a tall scrolling dashboard, I tend to put global filters at the top. I do everything I can to keep all the controls on the same page as the viz.
Hi all - thanks for the responses, very helpful!
We are begining to deliver client work using Tableau and need to apply a consistent page design and brand. At this point, we're leaning towards the left column for everything but also testing the right hand column as well. We'll see what the client says.
Going one step further, what are y'all doing to help people navigate from one dashboard to another? Build a nav bar? Embed the dashboards into a website? Or am I trying too hard to build an app within Tableau?
Report back on your right/left results, I'm interested to know. Thanks,