Tableau Visual Best Practices: Go from Good to GREAT!


Tableau Visual Best Practices: Go from Good to GREAT!

About this Course

The focus of this course is to enable you to take your data visualization skills from good to GREAT. This course has been designed for data analysts/scientists who are passionate about data visualization that may find it challenging to create dashboards that are not only visually appealing but also user friendly and well-received by their audience.


Basic knowledge of how Tableau Desktop / Tableau Public works is helpful but not required.
Short introductory video on how to get started with Tableau will be provided


Course introduction and meet the instructor

Define how people use data visualizations and discuss the advantages of using charts and graphs to tell a story
Discuss components of an effective data visualization; informative, appealing, and efficient

Discuss advantages of using Tableau for data visualizations (intro to Tableau Public free tool)
Demonstrate how to connect to data and create a chart; explain measures & dimensions
Introduce the Show Me option as a quick start

Explain how different types of memory is used to interpret visualizations
Define preattentive attributes and how they impact a user's ability to interpret data visualizations
Demonstrate why we need to reduce cognitive load (the amount of mental effort being used in the working memory)

Describe the guidelines that help choose the most appropriate chart type(s) to answer specific questions of your data
Demonstrate the use of Tableau's Show Me option for easy chart selection & recommendation
Formatting tips for specific chart types (e.g. maps, bar charts, line charts, etc.)

Discuss the different uses of color (sequential, diverging, categorical, highlight, & alert); color needs to be used intentionally to tell a story
Limit color usage to less than 5 in a dashboard
Consider those with color vision deficiency

Demonstrate how to format the axes, zero Lines, borders, legends, & filters
Customize font types & size and number formats
Using titles effectively
Leveraging Tooltips to reduce cognitive load; formatting Tooltips

Discuss the need to hide sheets from view
Demonstrate how to avoid scrollbars using fit options
Introduction to Dashboard Actions
Review examples of how to take dashboards from good to GREAT
Demonstrate how to publish your dashboard to Tableau Public

Choose the dataset for this week's MakeoverMonday and create a visualization (
Share it on LinkedIn and tag me if you want me (Kate Strachnyi) to provide feedback; you'll likely get feedback from others as well, which can help you improve even more


Data visualization project

There is a data visualization project at the end of the course to help retain knowledge gained



Kate Strachnyi

Kate is passionate about all things data! She has extensive experience with data visualization tools (i.e. Tableau) and is highly proficient with gathering user requirements and developing custom interactive reports and dashboards using multiple data sources.
She is also author of Journey to Data Scientist; which is essentially compilation of interviews that Kate herself conducted with over 20 amazing data scientists. \u2014 with backgrounds ranging from LinkedIn and Pinterest to Bloomberg and IBM. She is also the creator of Humans of Data Science (HoDS) - a project that works on showing the human side of data science (housed on her Story by Data YouTube channel).
Data Visualization Specialist working in the analytics & reporting space. She previously served as an insights strategy manager and research analyst, where she was responsible for enabling the exchange of information in an efficient and timely manner. Prior to working with data, she focused on risk management, governance, and regulatory response solutions for financial services organizations.
Received a bachelor of business administration in finance and investments from Baruch College, Zicklin School of Business. Certifications include Project Management Professional (PMP) and Tableau Desktop 10 Qualified Associate

Key Takeaways

Improve visualizations/ dashboards to be in line with best practices.
Learn formatting tips that will help take your dashboards from good to GREAT


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For people undergoing the course, you can call us any time between 9AM - 5PM on Weekdays Monday - Friday on +91-8368253068 or email us on