creating accessible dashboards in tableau · web content accessibility guidelines (wcag) developed...

70

Upload: others

Post on 12-Aug-2020

12 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more
Page 2: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Welcome

Page 3: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Create and Publish AccessibleDashboards In Tableau

Kyle Gupton

Director, Product Management

Tableau Software

Page 4: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Agenda

Accessibility Basics

Web Accessibility Standards

Creating Accessible Dashboards

Case Study

Demo

Page 5: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Accessibility Basics

Page 6: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Accessibility Basics

Accessibility is the usability of a system by people with disabilities

Each type of disability requires a differenttype of accommodation in the system

Different degrees of impairment requiredifferent levels of accommodation

Assistive technologies (AT) are mechanismsfor making computer systems accessible

Page 7: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Assistive Technologies—Limited Movement

Keyless Keyboard Sip and Puff Switch

Page 8: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Assistive Technologies—Vision Impairments

Refreshable Braille Display Screen Reader Software

Page 9: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Vision Impairments

Vision impairments exist on a wide scale

Some impairments are very common(red-green colorblindness in males); others are quite rare

But wait, isn’t Tableau a visual product?

Page 10: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Simulation of Visual Impairments – No Simulation

Page 11: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Simulation of Visual Impairments – Deuteranopia Simulation

Page 12: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Simulation of Visual Impairments – Achromatopsia

Page 13: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Simulation of Visual Impairments – Contrast Sensitivity Loss

Page 14: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Simulation of Visual Impairments – Low Vision

Page 15: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Simulation of Visual Impairments – Complete Blindness

Page 16: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Vision Impairments and Tableau

Our mission is to help people see and understand data

Tableau leverages our most powerful sense,vision, to help us understand data

Accessible Tableau content will help more peoplewith vision impairments benefit from Tableau andprovide access to the same information to everyone

Page 17: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Accessibility Laws and Regulations

Rehabilitation Act of 1973 (USA) – Section 508

Americans with Disabilities Act (USA)

Equality Act 2010 (UK)

Mandate 376 (European Union) – EN 301 549

Page 18: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Why Care About Accessibility?

You care about helping people with disabilities

You want to reach the largest possible audience

Many accessibility practices are also good usability practices

Your organization may have its own requirements

It may be the law

Page 19: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Web Accessibility Standards

Page 20: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Web Content Accessibility Guidelines (WCAG)

Developed by the World Wide Web Consortium (W3C)

Recommendations for making Web content more accessible

Establish technical standards for how web contentand Assistive Technologies (AT) interact

Section 508 adopted the WCAG for web content beginning January 2018

Page 21: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

WCAG 2.0 Principles and Guidelines

PerceivableInformation and user interface components must be presentableto users in ways they can perceive

OperableUser interface components and navigation must be operable

Page 22: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

WCAG 2.0 Principles and Guidelines

UnderstandableInformation and the operation of user interface must be understandable

RobustContent must be robust enough that it can be interpreted reliablyby a wide variety of user agents, including assistive technologies

Page 23: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

WCAG 2.0 Levels

AMinimum standard for accessibility

AAMost important level to target

Satisfies current laws

AAAMost stringent level of accessibility

Not broadly used as it imposes significant design constraints

Page 24: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Creating Accessible Dashboards

Page 25: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more
Page 26: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more
Page 27: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Use Only Accessible Dashboard Elements

Workbook Tabs

Dashboard Titles

Views, specifically:Title

View Data Window

Captions (when visible)

List and Dropdown List Filters

Categorical Legends

Text Objects

Web Page Objects

Image Objects*

Button Objects*

Toolbar

* New in Tableau 2018.3

Page 28: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Publish Dashboard and Embedin Accessible Web Page<script type='text/javascript' src='https://10az.online.tableau.com/javascripts/api/viz_v1.js'></script>

<div class='tableauPlaceholder' style='width: 1350px; height: 997px;’>

<object class='tableauViz' width='1350' height='997' style='display:none;’>

<param name='host_url' value='https%3A%2F%2F10az.online.tableau.com%2F' />

<param name='embed_code_version' value='3' />

<param name='site_root' value='&#47;t&#47;kylegupton' />

<param name='name' value='AuthoringTableauContentforAccessibilityDemo&#47;SATPerformanceofAdmittedStudents' />

<param name='tabs' value='no' />

<param name='toolbar' value='no' />

<param name='showAppBanner' value='false' />

<param name='filter' value='iframeSizedToWindow=true' />

</object>

</div>

Page 29: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

WCAG 2.0 Level AA Guidelines for Tableau Authors

Perceivable1.1 Text Alternatives

1.3 Adaptable

1.4 Distinguishable

Operable2.4 Navigable

Understandable3.3 Input Assistance

Page 30: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Guideline 1.1 Text Alternatives

1.1.1 Non-text ContentAll non-text content that is presented to the user hasa text alternative that serves the equivalent purposes

Best Practices• Use View Data page to get underlying data in a crosstab

• Provide textual description of visualization content in captions.Even default Captions can be useful

• Add alt-text to any Image Objects (new in 2018.3 and availableonly in Web-editing currently)

• Add tooltip text to any Button Objects (new in 2018.3)

Page 31: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Guideline 1.1 Text Alternatives

Third-Party Options• Use Tableau Magic DataTables Extension to display data in accessible table

• Use Natural Language Generation (NLG) Extensions to displaytextual narratives describing the data

Page 32: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Guideline 1.1 Text Alternatives

TableauMagic DataTables Extension by Toan Hoang

renders underlying data for a visualization in an accessible table

Page 33: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Guideline 1.1 Text Alternatives

Natural Language Generation (NLG) tools can

produce data-driven textual narratives for visualizations

Several NLG vendors have Tableau integrations

Page 34: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Guideline 1.3 Adaptable

1.3.1 Information and RelationshipsInformation, structure, and relationships conveyed through presentationcan be programmatically determined or are available in text

1.3.3 Sensory CharacteristicsInstructions provided for understanding and operating content do not rely solely on sensory characteristics of components such as shape, size, visual location, orientation, or sound

Best Practices• Provide text explaining how various

components of a visualization relate

• Keep instructions simple, clear, textual,and refer to controls by label

x ✓

Page 35: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Guideline 1.4 Distinguishable

1.4.1 Use of ColorColor is not used as the only visual means of conveying information, indicatingan action, prompting a response, or distinguishing a visual element

Best Practices• Use color blind color palette for marks

• Ensure that there are ways to distinguish marks other than color:Add shapes to line marks, use begin/end caps or labels

Page 36: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Guideline 1.4 Distinguishable

1.4.3 Contrast (Minimum)The visual presentation of text and images of text has a contrast ratio of at least 4.5:1 (large text 3:1)

Best Practices• Use contrast analyzer tools to choose text colors and backgrounds with

sufficient contrast ratios

Accessibility

xAccessibility

Page 37: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Guideline 2.4 Navigable

2.4.3 Focus OrderIf a Web page can be navigated sequentially and the navigation sequences affect

meaning or operation, focusable components receive focus in an order that preserves

meaning and operability

2.4.6 Headings and LabelsHeadings and labels describe topic or purpose

Best Practices• Set sensible focus order for dashboard zones

• Ensure that visualizations, filters, and legends have titles that are clear and self explanatory

Page 38: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Guideline 2.4 Navigable

Dashboard Focus OrderDefault focus order is set by the order in which you place zones in a dashboard

Setting Focus Order Instructions for setting focus order by editing the Workbook XML are in the

following Tableau Community Forums topic:

How can I set the focus order of the view and objects in a dashboard?

Page 39: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Guideline 3.3 Input Assistance

3.3.2 Labels or InstructionsLabels or instructions are provided when content requires user input

Best Practices• Label interactive elements (filters, legends) in a way that describes their purpose.

• Provide instructions for using content in text zone on dashboard

• Add Image Object with link to Keyboard Navigation topic in Tableau Online Help

Page 40: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Case Study

Page 41: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more
Page 42: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

1. Marks are distinguishable only by color

Page 43: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

2. Contrast ratio for text is too low in some cases

Page 44: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

3. Insufficient or missing descriptions, instructions, and captions

Page 45: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

4. Keyboard focus order is confusing

Page 46: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more
Page 47: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more
Page 48: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

1. Used text color that meets minimum contrast guideline

Page 49: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

2. Set alt-text for Image Object

Page 50: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

3. Added Image Object with link to keyboard navigation helpand alt-text

Page 51: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

4. Added descriptive text and instructions for dashboard

Page 52: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

5. Added descriptive captions for charts

Page 53: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

6. Added tooltip text to Button Objects

Page 54: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

7. Used accessible filters

Page 55: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

8. Titles for filters indicate function. Instructions refer to filters by name

Page 56: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

9. Titles for legends reference associated charts

Page 57: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

10. Used shape marks encoded with color

Page 58: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

11. Used Color Blind color palette for all marks

Page 59: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

12. Simplified text to remove redundancies

Page 60: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

13. Set focus order for dashboard zones

Page 61: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more
Page 62: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Demos

Page 63: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Resources

You can find all of the Tableau resources related to accessibility in the Accessibility FAQ on the Tableau Community Forums

Page 64: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Summary

Accessibility Basics

Web Accessibility Standards

Creating Accessible Dashboards

Case Study

Demo

Page 65: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Create and Publish Accessible Dashboards in Tableau

Tuesday | 10:45am - 11:45am | MCCNO - L3 - 386

Create and Publish Accessible Dashboards in Tableau

Wednesday | 12:00pm - 1:00pm | MCCNO - L2 - 214

Page 66: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Explore a Whole New World with Dashboard Extensions

Tuesday | 2:15pm - 4:45pm | MCCNO - L3 - 356

Explore a Whole New World with Dashboard Extensions

Wednesday | 1:45pm - 4:15pm | MCCNO - L2 - 229

Page 67: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Authoring Navigation and External Resources in Dashboards

Tuesday | 3:45pm - 4:15pm | MCCNO - L1 - Data Village - Story Points Theater 4

Page 68: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Please complete the

session survey from the My

Evaluations menu

in your TC18 app

Page 69: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more

Thank you!

#TC18

Kyle Gupton

[email protected]

Page 70: Creating Accessible Dashboards in Tableau · Web Content Accessibility Guidelines (WCAG) Developed by the World Wide Web Consortium (W3C) Recommendations for making Web content more