This insightful guide by Ann Pregler outlines a step-by-step process for reviewing a dashboard – from assessing data sources to understanding filters and calculations. She provides clear and actionable advice to help you quickly get up to speed and identify potential issues or areas for improvement. Whether you’re a Tableau beginner or experienced user, these checks are invaluable for ensuring a smooth takeover and maintaining the dashboard’s effectiveness.
By following Ann’s guidance, you can avoid common pitfalls like broken data connections or confusing design elements – ensuring that the dashboards you inherit remain reliable and impactful. If you’ve ever faced the challenge of taking over someone else’s work in Tableau, this post will give you the confidence and tools to tackle the task like a pro. Don’t miss out on these tips to streamline your workflow and keep your dashboards running smoothly!
