Transforming Power BI Feedback into a Dynamic Tableau Dashboard: Bite-Sized Tips for Success

by Jeffrey Brian Thompson

Switching from Power BI to Tableau Desktop on a project comes with its challenges and opportunities. Here's how we navigated through client feedback to enhance a dashboard, distilled into actionable tips.

Quick Brief Summary: The task involved refining a Power BI dashboard based on client feedback, then reimagining it in Tableau Desktop with specific metrics and formatting in mind.

What Worked Well

  • Adapting Client Feedback: Directing the dashboard based on client input set a solid foundation for the project. Their positive feedback was crucial in steering the adaptation process in Tableau.
  • Overcoming Tool Differences: Although replicating Power BI’s bookmark functionality in Tableau was challenging, focusing on the core metrics and formatting desired by the client led to success.
  • Documentation: Keeping thorough documentation separate from the project allowed for a smoother potential transition for future colleagues.
  • Adding Context: Providing context for the numbers displayed on the dashboard was key in making the data relatable and understandable.

Bite-Sized Tips for Future Projects

  1. Proactive Engagement: At the presentation's end, have questions ready for the client. This encourages dialogue and can unveil deeper insights.
  2. Beyond the Surface: High-level charts are great for overview insights but be prepared to dig deeper. Consider what additional questions these charts might prompt and if further analysis or charts could address them.
  3. Simplicity in Comparison: Avoid burying essential insights behind interactive elements. Keeping comparisons straightforward aids in clarity.
  4. Strategic White Space: Use white space to guide the viewer's attention to critical parts of the dashboard. It’s about highlighting, not hiding.
  5. Minimal Text, Maximum Impact: Overloading with text can overwhelm. Where possible, keep detailed explanations accessible yet not immediately in the foreground, allowing the data to speak first.
  6. Early Check-Ins: Confirm with the client if the project's direction aligns with their expectations early on to ensure you're on the right track.