The Easiest Instructional Overlay Ever (Credit Zach Bowders & Brittany Rosenau)
I often create collapsing instructional menus that show users how to read my dashboards. I tend to build these in PowerPoint, by exporting an image of the dashboard out of Tableau, adding in a bunch of information in PowerPoint, exporting that image, then bringing it in as an image in Tableau. In fact, here is a great blog post from Heidi Kalbe showing exactly how to do this.
But recently, David Kelly told me about a Zach Bowders trick that makes this wayyyyyyyyyyyyyyyy easier. (Yeah, 16 y's...that's how much easier this is). Check out the short video below to see how to do this and check out Zach's template on Tableau Public showing an example (just click "View Overlay"). Note: I just learned that Brittany Rosenau wrote about a very similar technique 2 years ago. Here is her blog post on the topic.
And that's it! What a great technique! Thanks for reading...and watching!
Hi Kevin, good trick. the reason why avg 0 do3sn't work is quite obvious. If you look how the axis looks like by avg 1 vs avg 0 then by avg 0 is everythi g centered to the midlle vertical line so you can create anotation but always pointed along this line, suppose avg 0 is on columns of course. By avg 1 you can point from far left to far right along the ehole axis from 0 to 1
ReplyDeleteGreat call out, Patrik!
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