Tableau Dashboard.
We build Tableau dashboards for analysis that goes beyond standard reports, such as profitability by product, customer and region, or operational trends across large datasets. We prepare the data, design workbooks in Tableau Desktop and publish them to Tableau Cloud or Tableau Server with permissions and refresh schedules, then train your analysts.
Typically 3–6 weeks. Data volume and complexity, the number of dashboards and access to source systems drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Businesses with analysts who explore data rather than read fixed reports
- Companies already licensed for Tableau
- Teams working with large or multi-source datasets that need visual analysis
What you receive at the end.
- 01Published Tableau workbooks and data sources
- 02Repeatable data preparation flows, where needed
- 03Permissions and refresh schedules configured
- 04Documentation of calculations and data sources
- 05Training for analysts and viewers
Tableau Dashboard, step by step.
Typically 3–6 weeks. Data volume and complexity, the number of dashboards and access to source systems drive the time.
- 1
Use-case definition
We agree the questions, audiences and metrics, and the level of detail analysts need.
- 2
Data preparation
We combine, clean and shape the data, using Tableau Prep where flows need to be repeatable.
- 3
Workbook design
We build dashboards in Tableau Desktop with filters, drill-downs and documented calculated fields.
- 4
Publish and schedule
Workbooks and data sources are published to Tableau Cloud or Tableau Server with project permissions and extract refresh schedules.
- 5
Training and handover
Analysts and viewers are trained, and we hand over a guide to the data sources and calculations.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Tableau licences, or a decision between Tableau Cloud and Tableau Server
- Access to source databases or extracts
- Examples of current analyses and reports
- Users and the permissions each needs
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Tableau Dashboard.
Ready to discuss Tableau Dashboard?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.