Tableau Dashboard Lifecycle

If you are looking for a typical development life cycle with a Tableau dashboard then it should cover below points:


1. Dashboard Requirement: You need to understand important things in this phase like who will be using this dashboard, how frequently it will be used and what decisions user will take based on this dashboard. Also, this phase will include finalizing the list of KPIs, their priorities and the list of filters the user wants to see on the dashboard.


2. Dashboard Design: In this phase, you need to give priority to the listed KPIs and decide the overall layout along-with the best suitable charts for each KPI. The dashboard alignment, color codes, themes, navigation buttons, and actions can be finalized in this phase.


3. Dashboard Development: In the dashboard development phase, you will actually start the development by connecting to your data sources and creating the required charts and dashboards.


4. Dashboard Testing: This phase includes your dashboard testing in terms of functionality and data quality. The functionality testing should involve testing of all the navigation buttons, actions, filters, and URLs.


5. Deployment: This phase includes publishing the workbook on the server, giving access to users, scheduling the data source refresh (in case of extract) and notifying business users about the dashboard publish.


6. Change Management: The change Management phase typically includes changing UI/UX, chart types or filters on the dashboard. It may include modifying existing charts or adding new charts based on your project requirement.


7. Documenting your Workbook: Documenting your work for data lineage or workbook management is a very crucial part of your project work. You can document your workbook using tools like Doxami which will help you in case of data lineage, project handover and error tracking.

The dashboard lifecycle may vary based on the available data sources, Integrations to different applications, refresh cycles, environment architecture and other project factors.

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