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Tableau Dashboard Creation

20 Years in BI and analytics
8 Years as a Tableau partner
94% Customer satisfaction
350+ Tableau engagements completed
1200+ Tableau dashboards built
2800+ Tableau users trained

Home   / Data Visualization & Dashboards  / Tableau Dashboard Creation

Need Help Creating Tableau Dashboards?

We help people and organizations succeed by delivering dashboard reports that are meaningful and insightful. We deliver on the 3 main customer demands:

1. Insight

Deliver more accurate and timely business insight

2. Performance

Create faster performing dashboards

3. Aesthetics

Make dashboards more attractive and user-friendly




How visuals look is important, but creating attractive dashboards that lack insight is a lost opportunity. However, creating insightful dashboards is often impossible if the underlying data sets are not properly organized, curated, and inter-connected. Most projects require some level of ETL (Extraction, Transformation and Loading) for data sources to be imported and visualized. For example, databases are typically designed for fast search but are rarely well suited for reporting. Recursive data structures are perfectly suitable for a database, but not for data visualization, and not for tools such as Tableau.

Tableau can connect natively to many different SOR (System of Record) data sets found in an organization. They can be from transactional databases, CRM systems, financial systems, Excel files, and so on. While connecting directly to Tableau to visualize data may seem more efficient, the results are often not optimal.

There are often advantages of bringing those data sets into an OLAP (Online Analytical Processing) database instead such as a Data Mart or Data Warehouse that is specifically designed for reporting and data visualization. It allows for richer analysis and better performance.


When dashboards deliver a slow user experience, they will soon not be used at all. But it’s not always easy to know why a dashboard performs slowly on load and when interacted with. Speed can be affected by the way the underlying data is organized, the number of data points in the visual, the network and data storage systems, and the overall design considerations. More on Tableau Dashboard Performance Optimization.

The most common reason for poor dashboard performance is connecting directly to data sources instead of first organizing the data in a separate repository such as a Data Mart or Data Warehouse. Another common problem is asking Tableau to do complex calculations instead of off-loading them to the source database system. Take a look at our 33-point Tableau Dashboard performance checklist.

The Melissa & Doug client success story demonstrates the exceptional performance improvement results that we can help you achieve.



Without the proper use of visual precepts dashboards can become confusing, slow to interpret, or even interfere with accurate decision-making. We adhere to industry standard best practices when using visual concepts as well as our own internal dashboard design methodology which we’ve standardized and called D3 – Dashboard Design & Development process.

Our methodology ensures dashboards answer critical questions, are designed with the right audience in mind, and incorporate design and visual cognition best practices. We make proper use of visual science precepts such as alignment, containment, position, color, proximity, enclosure, etc.

If you want to create your own Tableau dashboards, we offer a full suite of Tableau Training services customized for your needs and experience level.

Unilytics consistently produces Tableau dashboards that present data in an insightful, yet easy to understand fashion.

Michael Booth, President, Axis

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