Dynamic Report Templates


This presentation was created for the Tableau 2012 user conference Tips and Tricks session. It walks through how to create a dashboard "application" for users that may want to have a simplified way to create basic reports, dashboards or charts, such as for PowerPoint presentations. The output is highly formatted and presentation ready, shielding the user from having to do any formatting or branding. The concept uses the sample data from a fictitious coffee merchant. The user has the ability to select the report attribute being reported on, the metric uses to monitor performance, filter criteria and the output chart or dashboard display. Use the tabs to walk through the presentation as well as a step by step "how to". The concept is called the "Chart-o-Matic".