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Page 1: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range
Page 2: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Welcome

Page 3: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Tell your Public Data Stories

# T C 1 8

Jonni Walker

Senior Data Artist

Email: [email protected]

Twitter: @jonni_walker

Florian Ramseger

Senior Product Specialist, Tableau Public EMEA

Email: [email protected]

Twitter: @FRamseger

Page 4: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

https://pearljam.com/thehomeshows/seattle-wa

Page 5: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

What is Tableau Public?

Create viz in Tableau Desktop

Publish to Tableau Public (public.tableau.com)

Embed in website

Page 6: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Agenda

Content & Message

Form Factor & Mobile Design

Interactivity & UX

Formatting & Branding

Page 7: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Design considerations

Project management tips

Tableau tips

Real-world examples

Key Take-Aways

Page 8: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Content & Message

Page 9: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Content & Message

Content Marketing

Annual Reports

PR opportunities

Social media

campaigns

Statutory

reporting

Surveys &

Opinion Polls

Open Data

Transparency

Demonstration of skills,

know-how, and technology

Side projects

Thought-

leadership

Page 10: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

http://www.boeing.com/commercial/market/commercial-market-outlook/#/interactive-forecast

Page 11: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

https://thehatchinstitute.org/government-wage-gap-data

Page 12: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

ExploratoryExplanatory

Provide Information Communicate Insights

Content & Message

Page 13: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Design considerations

• Audience?

• Purpose?

• Message?

• Exploratory or Explanatory?

• How objective do we have to be?

Project management tips

• Involve your PR & Social

Media teams early on

Real-world examples

• Boeing - Market Outlook

• Hatch Institute – Pay Gap

Content & Message | Key Take-Aways

Page 14: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Form Factor & Mobile Design

Page 15: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Form Factor | Long-form Infographic

Page 16: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

https://insights.spotify.com/us/2017/12/18/christmas-listening-data/

Form Factor | Mini-Dashboard

Page 17: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Form Factor | Story Points

Page 18: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Form Factor | Story Points

Page 19: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Form Factor | Tabs

Page 20: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Form Factor | Navigation Buttons

Page 21: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Form Factor | Single Chart

Page 22: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Form Factor

Dashboards

Story Points/Tabs/Navigation Buttons

Long-form infographics

“Mini dashboards”

Individual charts

Page 23: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range
Page 24: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range
Page 25: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Single small chart

Flexible width (automatic or range sized)

Device designer

Dashboard swap

Form Factor | Designing for Mobile

Page 26: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Design considerations

• Content & available space

• Format options:• Dashboards

• Stories/Tabs/Buttons

• Long-form infographics

• “Mini dashboards”

• Individual charts

• Mobile design:• Mobile only?

• Automatic width

• Device designer

Project management tips

• Involve your web team early on

• Don’t leave mobile design as an afterthought

Tableau tips

• Style your Story Points to fit design

• Automatic/range sizing + phone layout for best

results

• Utilize layout containers for more complex layouts

Real-world examples

• Spotify – Christmas songs

• Tableau Foundation – Living Report

Form Factor | Key Take-Aways

Page 27: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Interactivity & UX

Page 28: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

https://public.tableau.com/views/chart_2_0/Dashboard3?:embed=y&:display_count=no

Interactivity & UX | Secondary Messages

Page 29: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

https://blogs.unicef.org/blog/5-facts-about-childhood-pneumonia/

Interactivity & UX | Dashboard Actions

Page 30: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Design considerations:

• Less is more

• Secondary (customized) insights

• Design for non-Tableau users

• Make it obvious - Give guidance!

• Use dashboard actions carefully

• Action on click, rather than hover

• Lock maps

Project management tips:

• Let others test your viz

Tableau tips:

• Filter action + drop-down menu

• Maps > Map Options > untick all

Real-world examples:

• UNICEF – Health care data

Interactivity & UX | Key Take-Aways

Page 31: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Formatting & Branding

Page 32: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Formatting & Branding

Page 33: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Formatting & Branding | Map Design

Page 34: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Before After

Formatting & Branding

Page 35: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Formatting & Branding | You, the Artist

Page 36: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Formatting & Branding | Principles of Design

• Movement and Rhythm

• Balance

• Emphasis

• Simplicity

• Contrast

• Proportion

• Space

• Unity

"Good visual balance, rhythmic

movement, emphasis of a focal point,

simplicity, contrast in colour, anatomical

proportion and effective space

arrangement will make a data

visualisation look harmonious in composition."

Page 37: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Formatting & Branding | Inspiration

https://public.tableau.com/en-us/s/gallery

Page 38: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Formatting & Branding | Inspiration

Page 39: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

What is a Dashboard?

It's a canvas, a

repository

for "elements"

Formatting & Branding | Design Thinking

Page 40: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Formatting & Branding | Design Thinking

You CAN

do this in

Tableau!

Page 41: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Bear Viz

72separate floating elements

Parakeet Viz

23separate floating elements

Formatting & Branding | Design Thinking

Page 42: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Formatting & Branding | Design Thinking

Page 43: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

FLOATING?

100%

Formatting & Branding | Design Thinking

Page 44: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

MOVEMENT AND RHYTHM

MAPS &

CHARTS ARE

DESIGN

Formatting & Branding | Design Thinking

Page 45: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

MOVEMENT AND RHYTHM

VISUAL FLOW

Formatting & Branding | Design Thinking

Page 46: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Formatting & Branding | Design Thinking

SHAPES LIBRARY

Page 47: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Formatting & Branding | Images

Page 48: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Formatting & Branding | Transparency

Page 49: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Formatting & Branding | Videos

Page 50: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Design considerations

Basic:

• Clean/modern design – less is more

• Logo

• Corporate colors

(+ complementary colors)

• Whitespace

Advanced:

• Think YOU

• Think Design Principles

• Think Unity

• Think Flow

• Think Transparency (Responsibly!)

• Think Images & Shapes (Copyright!)

Project management tips

• Involve your graphic design team

to get corporate design guidelines

Tableau tips

• Format > Borders & Lines

• Map layers & background colors

• Mapbox maps

• Color picker

• Transparency

• Hierarchy control

Formatting & Branding Key Take-Aways

Page 51: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Agenda

Content & Message

Form Factor & Mobile Design

Interactivity & UX

Formatting & Branding

Page 52: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Please complete the

session survey from the

My Evaluations menu

in your TC18 app

Page 53: Welcome [tc18.tableau.com]...• Involve your web team early on • Don’t leave mobile design as an afterthought Tableau tips • Style your Story Points to fit design • Automatic/range

Thank you!#TC18

Jonni Walker

Senior Data Artist

Email: [email protected]

Twitter: @jonni_walker

Florian Ramseger

Senior Product Specialist, Tableau Public EMEA

Email: [email protected]

Twitter: @FRamseger

+ Come see the Tableau Public Team at the Viz Gallery!

Reach out if you have questions:

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