Makeover Monday Challenge: 11/4/2016

Here is my shot at the first week’s #Makeover Monday challenge from Andy Kriebel.

The story was based off of how much value Bryce Harper brought to the team vs. what he was paid. Thinking about the concept of ‘making it personal’ from one of the TC15 sessions that I watched recently, I decided to add interactivity to make the viz more engaging. I also tend to like the ‘big number’ style summary statistics at the top so I included those here.

Click the image for the interactive version

Tableau Color Palettes

While there are a number of great posts on how to create a custom color palette in Tableau, they don’t necessarily give you examples to start with. I have taken 25 different color palettes from around the web and added them into this single dashboard in hopes to inspire future Visualizations. If you have other palettes to share, list the HEX numbers in the comments below.

Click on the image to view the Palette Generator on Tableau Public

Simple Tableau Mobile Dashboard

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.

Click on the image to seeing the working Tableau Public version. Try it on your desktop and mobile devices!

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!

Xcelsius Slide-Out Menu with Inovista

Today I’m going to show you a slide-out menu using the Inovista component suite. One key thing to note is that many of the ‘mobile’ components can add good value to your desktop dashboards. In trying to review what I’ve done in this example, I’ve found that there are a lot of details, so I’m going to summarize the process and provide the source file.

You can view this on the iPad by downloading the ‘Dash Reader’ app from Invoista. Then you load this URL.


Click on the image to see the desktop version in action.


SAP Dashboards Loading Progress Bar

Some dashboards have a lot going on and maybe a simple loading spinner doesn’t cut it. One solution would be to use a loading bar. If you have several queries, you could count the number of them that have returned data to update the overall progress. Or, if you know roughly the speed to update the dashboard, you can just ballpark the loading progress using the SAP Dashboards / Xcelsius history component. Want to know more?


Inovista Tutorial – Part 1 (The Basics)

I’ve had a number of people reach out in response to my teaser post about the capabilities of Inovista add-ons. Before I jump into things like the concept of sliding panels, we need to cover some of the basics.

If you are going to invest in the Inovista add-ons, I highly recommend that you get the full developer suite for $999. Remember, this is only required for the developers and not the end users, so it grants a lot of extra features without being a big deal if you have a couple hundred end users. Usually I recommend that organizations have at least 2 licenses because everyone needs a back-up. If you end up building a lot of mobile dashboards with Inovista, they have another option that allows you to package your own apps. I haven’t reached that point myself, but their mobile app reader is a great way to get started.

Here are some of the packages in the suite:

– Advanced Shapes
– Mobile Components
– iOS Components
– SVG / Image Controllers
– Inovista Mobile Charts
– Inovista Grids
– Inovista Microcharts

Animated Slide-out Panel and Other Dashboard Tricks

In looking to improve the quality of my Xcelsius/SAP Dashboard data visualizations and incorporate UX in line with current web trends, I have been working with Inovista over the past few months to better understand their add-on suite. I would say that there is a lot of power here, with many hidden gems. The mobile options hold some cool tricks, and you don’t have to be using their mobile stand-alone app to enjoy the benefits.

Lead Conversion Dashboard(Click Image to Launch Interactive Version)