• Simon Beaumont

Interactor top tips and user guides

Lets get one thing out the way before I go any further; Tableau is easy to use. So yes you may be thinking to yourselves why on earth would you spend time writing User Guides and Top Tips for end users of Tableau Server?! Well in short no matter how easy something is to use you will always have users who like to reference help material and be guided through their initial user experience of a product.


As part of our implementation of Tableau Server we created a range of Tableau help guides; ranging from one to two page 'Tableau Top Tips' to a full Tableau User Guide for interactors of our Tableau Server visualisations.


Many users have commented on how helpful it is to be able to access basic help material when needed; helping them understand how to complete basic tasks that have been identified as being key to maximising a users experience of using Tableau Server.



Tableau Top Tips

The one to two page 'Tableau Top Tips' are intended to be quick guides, describing at most three to four steps to complete any of the following tasks:


  • Saving favourites and applying tags to filter visualisations

  • Personalising your home page

  • Saving filters (custom views)

  • Resetting filters (custom views)

  • Subscribing

  • Exporting to PDF


Tableau User Guide

In addition to the Top Tips a full Tableau User Guide has been created to walk a user through their use of Tableau Server, offering them advice on key tasks and how to understand Tableau terminology such as projects, filters, tags, subscriptions and more.


The Tableau Top Tips and the Tableau User Guide have been uploaded to the Documents page of my blog as Microsoft Word files, I am of the opinion if we have taken the time and effort to create them, why expect you to waste your time replicating them!?


Please do not hesitate to use any of the help material uploaded to my blog and customise them with your corporate branding; all I ask is that you acknowledge the material came from Southern Health and myself.

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Vizionary was first created in 2018