Reports and Dashboards for Creators: Intro to the Splash Viz Standards and Style Guide

Purpose of this article is to provide high-level guidance to users who are working on reports and dashboards for Splash. The users may be internal (Splash employees) or external (volunteers, consultants).

The latest Splash Viz Standards can be found here: 7. Splash Viz Standards and Style Guide - Tableau Online

 

Splash Viz Guide Do's and Don'ts

Splash Viz Icons

Learn More: Recommended Material on the Tableau Style Guides in General

 

Splash Viz Guide Do's and Don'ts

'This guide isn’t a how-to make things in Tableau, but what to strive towards visually'. 

 

DO follow the Splash Viz Standards and Style Guide if you plan to publish or demonstrate the viz to others.

DON'T follow the guide if you are just exploring data or running a data/report query for Excel export.  

DO check the latest version of the published Splash guide 7. Splash Viz Standards and Style Guide - Tableau Online  (see tab 'Version Control').

DO read the Guide contents carefully, from tab 'Welcome' to 'Maps'.

DO watch the training videos on the Splash Viz Guide (including the practical tips and how to use the dashboard template).

DO practice what you learn regularly.

DO save the Custom Splash Palettes on your computer (see the tab 'Custom Palettes' of the guide).

DON'T use all the colors available in the palettes.

DO be intentional in color use (see the tab 'Colors' of the guide).

DO use the layout containers in the dashboards (see Layout Containers in Dashboards, your best friend).

Do use 'copy-paste formatting' for worksheets (see how to copy formatting between worksheets).

Do edit the workbook default formatting 'from top' (see Change fonts in your workbook).

DO think of your audience, their familiarity with Splash data and how they will be consuming the viz  (PDF, online live, print, PowerPoint, screen size),  when designing your visualization, adjust accordingly.

 

 

Splash Viz Icons

The latest approved icons and logos can be downloaded to your personal computer from the MLE SharePoint. Refer to the Splash Viz Guide for tips on how/when to use each icon.

Organizational Assets - Tableau

Quote:

Developing organizational assets—such as a style guide, template workbooks with pre-selected fonts, colors, negative space, etc.—will help your users adopt visualization best practices. It’s important for creators and viewers to both understand what “great” looks like and have a common reference on how to best develop, deliver, and consume content. ...

By providing users with content that looks and feels familiar, you can dramatically speed up adoption. Additionally, you can build consumer confidence by producing content that is recognizable as part of a brand. The core themes to keep in mind when designing your standard are text, color and consistency.

  • Text — Use of text is not limited to custom fonts; it is also about the use of text and lettering to enhance your analytics and storytelling to improve cognitive recognition of analytics.
  • Color — Use custom color palettes, and capitalize on pre-existing associations to increase speed to insight. In addition, keep in mind best practices regarding color-blindness and limit the amount of discrete colors on a dashboard. If your brand has bright colors, use a neutral color palette and use your brand’s colors to call out specific items on a dashboard instead of using them for main colors.
  • Consistency — Consistency doesn’t mean having to have a set of identical visualizations or dashboards. Think about how to convey the same look and feel while allow room for design and creativity.

Examples of other Tableau Style Guides

BBC Audiences Tableau Style Guide - BBC Audiences | Tableau Public  ( more on the process How we made the BBC Audiences Tableau Style Guide | by Jovan Lekovic | BBC Data Science | Medium

 

JLL Business Intelligence Style Guidance for Tableau - JLL | Tableau Public (Simon Beaumont from JLL created the original Splash Viz Guidelines in 2020 that is now adjusted to the latest Splash preferences).