1 Reply Latest reply on Sep 1, 2015 5:47 AM by francesca.tangredi

    Do you have standards you follow when building visualizations?

    Jeff Meteyer

      As UR is getting deeper into building more complex visualizations that have longevity, its becoming apparent we need to document how the visualization is built as well as what were the requirements gathered. We need to ensure that the visualization can go on long after the author(s) have left, and how to modify when necessary.

      Some of the items we are looking to capture include:

      • Data source/extract modeling and connectivity
      • Data definitions and integration with "Data Cookbook"
      • Construction logic ( type of visual, interactivity such as actions, filtering)
      • Data examination and cleanliness assessment
      • Data Refresh scheduling
      • Initial data requirements
      • Customer/User feedback capture
      • security modeling considerations ( with external/internal data and custom security groups)

      If you've gone down this path, would love to hear from you!! All answers shared

        • 1. Re: Do you have standards you follow when building visualizations?

          We are currently in the process of building a Tableau Style Guide that will be distributed to anyone using Tableau in our company. The style guide will cover everything in the process including data connections, extracts, scroll bars, fonts, colors, sizing, filters, actions, and even upload and access policies on Tableau Server. Obviously not every company needs something this in depth, however, we have discovered that some topics which are inherent to current Tableau users are helpful to include in the style guide for new users or even new employees. You seem to be looking for more of a "policies and procedures" document on the actual data and integration with the server, and this could easily be something that is covered in your "UR Tableau Style Guide."


          There are many examples of style guides online that are very easy to find in order to help find the best topics to cover for your company. While going through some examples we were able to customize some of their ideas or even branch off with a few of our own new ideas. I included a link below to a guide that comes up first in Google made by Oxford University.