Analytics best practices in Tableau

Analytics best practices enable your users with guidelines, standards and processes for discovering, interpreting and presenting data. In addition to the common best practices listed here, consider what additional organisation-specific practices you will layer on top to enable your users with repeatable processes that will evolve into analytical capabilities.

Once defined, you should publish your organisational best practices to the Tableau enablement intranet. A mix of pre-recorded content, web meetings and in-person sessions should also be used to introduce, reinforce and institutionalise best practices as part of transforming into a data-driven organisation. While not intended to be an exhaustive list, this document compiles some of the most common analytics best practices.

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