Today DS11 and DS12 were treated to a talk from Simon Beaumont about data architecture, enabling customers to understand your dashboards, how to make your workbooks easy for others to pick up and more. In this post, I will go over a few things about organising your Tableau workbook Data Pane to make it easier for others to understand.
Why organise your Data Pane?
If you are working in an organisation with multiple analysts and/or people who you will hand over workbooks to, you want them to be able to understand your workbook quickly. It is better to avoid future analysts having to spend hours picking your workbook apart to understand what a calculation does or what this set is used for, etc…
Also, if you publish your work to Tableau Public, you might want to make the workbook easy to understand in case someone downloads it to learn a technique you demonstrated.
Additionally, it may help you later down the line. If you have to refer back to an old workbook and realise you don’t understand how you got to what you did, that would be a pain.
As you can see, there are numerous reasons why one should organise their Data Pane.