• David Goldstone

Can I Have A Menu Please?!

Remember those times not all that long ago when we could go out to a restaurant and we were inadvertently handed not enough menus? Then we had to ask for another?

Well, it’s going to be a few more weeks. So here is another way to deal with the lack of a menu.

Let’s look at navigations, contents and menu issues in Tableau.

Working with my clients, the Workbooks usually start off with maybe 1 or 2 tabs. This very quickly turns into several or even many more as they start to want more questions answering, and looking at their data in different ways.

If you are not careful then you can easily end up with a smorgasbord of tabs/dashboards that can become overwhelming, or you may even get lost with all the different visualisations and dashboards. This is where we bring in the menu.

Some people call this a Contents page, others call it a navigation tab. I call it a Menu page.

We can do some wonderfully useful stuff with a menu page, such as utilising the fairly recent new addition to Tableau, the Extensions. Extensions include a nice little button feature that we can use as a tile or a floating container. You can edit this button with an image or text and bring it inline with your branding. The magic happens when you create a new dashboard with the newly created button and link it to a tab in the workbook. Repeat this process for all tabs. Now you have created yourself a basic menu page.

To enhance this further, add your company logo, format the colours to your company branding so it starts to look professional and a workbook the user will find easy and useful to interact with.

Take the workbook user experience to another level by adding a home button or even add another Extension button to each tab. Allowing the user to navigate freely through the dashboard, as you would a website.

These are all simple ideas that can make your workbook simple to navigate through, easy and enjoyable to use.

I would love to see your menu pages that you have created, let’s share those ideas and designs.

So, eventually when the lockdown is lifted and we can socialise in a restaurant one again; when you are given not enough menus, remember this blog post was inspired by my experience of not being given enough menus :-)

In my next blog post I will recap on a previous post on how to add custom colour palettes. This will help you enhance your dashboard further.

You can also access this article and other blog post on my LinkedIn Profile

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