4 Steps to consider in Tableau Projects to avoid Iterations

As the visualization layer directly interacts with the decision makers, there will be a lot of repetitions in terms of UI, KPIs and Aesthetic part of dashboards. In order to make the overall process efficient we generally follow below strategy for dashboard development.


Every business unit has multiple data sources which leads to multiple KPIs and dashboards. We divide the work in different phases in order to address Risk Factors and take advantage of the cost/resource advantages.


For each business segment we create a dashboard with following phases


1. Strategy: This phase will include

a. Data, Data Sources & Environment Understanding

b. Dashboard Scope Finalization

c. KPI Finalization and their Priorities

d. Timelines & Integration Strategies


2. Prototyping: This phase will include

a. Dashboard Paper Design

b. Sample Data Extract from Data Sources

c. Data Cleansing & Modelling (If Required)

d. Dashboard Prototype Development on Sample Data

e. Requirement Refinement

f. Prototype Release & Final Confirmation


3. Development & Deployment: This phase will include

a. Dashboard Development with Actual Data

b. Data Quality Issue Handling

c. Dashboard Functionality & Data Integrity Testing

d. Dashboard Performance Tracking & Fine Tuning

e. Dashboard Deployment on Server

f. User Access & Admin Activities


4. Post Release Support: This phase will include

a. Dashboard Maintenance & Changes

b. Dashboard Refresh (Manual or Automated)


For sample run of this cycle, you can start with a PoC by taking a flat file and creating dashboard on top of it.

#Tableau #BIprojects #ProjectStrategy #TableauJob #Learning


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