Now that I’m working with Tableau on a regular basis at work, I’ve also decided to recreate my existing dashboard examples so I can better understand the exact differences (pros/cons) between Tableau and SAP Dashboards / Xcelsius. This first posting on the topic covers the simple mobile sales dashboard that I originally posted about here.
The main point of this exercise is to leverage design elements from PowerPoint to create a more polished looking dashboard on a mobile device. I experimented with the new transparency options in Tableau 8.1, but found that my dashboard would crash when trying to layer transparent sections over graphics in the dashboard. Trying an alternative approach, I used version 8.0 and just set the backgrounds of each section to match the image.
I had to make a page for each KPI (budget, actual, variance) because putting them into a single table wouldn’t show correctly over the graphic bubbles. Other than that, it was much faster to build this dashboard in Tableau and the separate pages wasn’t much of an inconvenience. I was also able to use the x/y positioning and exact sizing of elements to make sure that they were all aligned correctly and easily.
The ‘sales rep’ quick filter at the top adjusts all of the numbers, and the entire dashboard is mobile ready by default… so I’m pretty happy with the outcome on this one!