There are many ways of doing this.
You may use tooltips or labels.
But the one that works best from previous feedback is to take a screenshot of a dashboard annotate it and then place the annotated image as an additional sheet as a how to guide.
This way you can keep to the theme and styling of the report without overcrowding and give users all the information they require to understand the report on a how to page.
Hope this helps. If you have any further questions please let me know.
Thanks for much for the quick reply. Would you have an example you have done that you could share with me? It is hard to visualize this since I am new to Tableau. You could just do a screen shot if that is OK.
Thanks for your ideas.
See the second tab on this report by KPMG.
I feel this is a simple and effective way of getting information of how the dashboard works to the user.
Hope this helps you.
I like this approach as it is nicely integrated into the series of pages and is very clear to understand.
I have been through the same process to figure out the different options on how to display information and this is definitely the one that worked best for me, easy to create and simple for the user to understand.
Hope your user group agrees