Analytics Best Practices in Tableau
This content is part of the Tableau Blueprint Methodology. Meet Tableau Blueprint(Link opens in a new window).
Analytics best practices enable your users with guidelines, standards, and processes for the discovery, interpretation, and presentation of data. In addition to the common best practices listed here, consider what additional organization-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 organizational 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 institutionalize best practices as part of transforming into a data-driven organization. While not intended to be an exhaustive list, this document compiles some of the most common analytics best practices.