Below you can find samples of Guidelines and Good Practices for Data Visualization (mostly with Tableau), which I used recently.

best-practiceSome of this samples are Tableau-specific, but others (may be with modifications) can be reused for other Data Visualization Platform and tools. I will appreciate feedback, comments and suggestions.

Naming Convention for Tableau Objects

  • Use CamelCase Identifiers: Capitalize the 1st letter of each concatenated word

  • Use Suffix for Identifiers with preceding underscore to indicate the type (example: _tw for workbooks).

Workbook Sizing Guidelines

  • Use Less than 5 Charts per Dashboard, Minimize the number of Visible TABs/Worksheets

  • Move Calculations and Functions from Workbook to the Data.

  • Use less than 5000 Data-points per Chart/Dashboard to enable Client-side rendering.

  • To enable Shared Sessions, don’t use filters and interactivity if it is not needed.

Guidelines for Colors, Fonts, Sizes

  • To express desirable/undesirable points, use green for good, red for bad, yellow for warning.

  • When you are not describing “Good-Bad situation” (thanks to feedback of visitor under alias “SF”) , try to use pastel, neutral and blind colors, e.g. similar to “Color Blind 10” Palette from Tableau.

  • Use “web-safe” fonts, to approximate what users can see from Tableau Server.

  • Use either auto-resize or standard (target smaller screen) sizes for Dashboards

Data and Data Connections used with Tableau

  • Try to avoid pulling more than 15000 rows for Live Data Connections.

  • For Data Extract-based connections 10M rows is the recommended maximum.

  • For widely distributed Workbooks use of Application IDs instead of Personal Credentials.

  • Job failure due expired credentials leads to suspension from Schedule, so try to keep embedded credentials up to date

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Tableau Data Extracts (TDE)

  • If Refresh of TDE takes more than 2 hours, consider to redesign it.

  • Reuse and share TDEs and Data Sources as much as possible.

  • Use of Incremental Data Refresh instead of Full Refresh when possible.

  • Designate Unique ID for each row when Incremental Data Refresh is used.

  • Try to use free Tableau Data Exract API instead of licensed Tableau Server to create Data Extracts

Scheduling of Background Tasks with Tableau

  • Serial Schedules is recommended; avoid the usage of hourly Schedules.

  • Avoid scheduling during peak hours (8am-6pm), consider weekly instead of daily schedules.

  • Optimize Schedule Size, group tasks related to the same project into one Schedule, if total tasks execution exceeds 8 hours, split Schedule on a few with similar Name but preferably with different starting time.

  • Maximize the usage of Monthly and Weekly Schedules (as oppose to Daily Schedules) and usage of weekends and nights.

Guidelines for using Charts

  • Use Bars to compare across categories, use Colors with Stacked or Side-by-Side Bars for deeper Analysis

  • Use Line for Viewing Trends over time, consider Area Charts for Multi-lines

  • Minimize the usage of Pie Charts; when appropriate – use it for showing proportions. It is recommended to limit pie wedges to six.

  • Use Map to show geocoded data, consider use maps as interactive filters

  • Use Scatter to analyze outliers, clusters and construct regressions

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You can find more about Guidelines and Good Practices for Data Visualization here: http://www.tableausoftware.com/public/community/best-practices