Instead of cluttering your dashboard with excessive tooltips or lengthy instructions, Holly James‘ method allows you to provide clear, accessible guidance that users can refer to only when needed. Best of all, since the help content is managed externally, you can update it without modifying your Tableau dashboard – ensuring that your users always have the most up-to-date support.
Especially valuable is its focus on improving user experience without sacrificing design or functionality. A well-designed help overlay reduces confusion, minimises training time, and empowers users to interact with your dashboards confidently. Whether you’re designing dashboards for internal reporting, client presentations, or public-facing analytics, this approach will make your work more accessible and engaging.
