Review a Tableau Workbook Checklist (for Developers)

This document provides a checklist for a Tableau developer to go through.


  • Use generic names
  • Make sure functional area is set
  • See if the URL set properly
  • Do not check the checkbox for exclusion from portal
  • Look at the definitions (make sure the ones you added actually saved)
  • Do not check the checkbox for exclusion from portal
  • If a workbook has a non-public classification, the Request URL should be set to either an email address or
  • Make sure a descriptive comment as to what is changed is included


Home page

  • Check Links on: navigation icons, i icon, ? icon, the classification icon, UW-Madison logo and any hyperlink on the page (please see appendix for more information on links)
  • Check the format of navigation panel (please see appendix on specs)
  • Does classification icon match data restriction level specified in cookbook
  • Do footer components have proper format and information
  • Proper font for title and description



  • Overall look and feel should be visually appealing and intuitive to use
  • Make sure to upload into the Staging for review


  • Check color contrast
  • Check that all images have alternative text


Navigation panel (home page)

What’s Inside - Title

  • Vertical container, shaded color #c5050c, second thickest solid border color #c5050c
  • What’s Inside title 18pt Tableau Regular font, white
  • Left aligned directly under workbook title, fixed height, w387

What’s Inside - Dashboard Navigation

  • Vertical container containing 11 additional containers. Each of the 11 containers contains a navigation button and navigation text.
  • Second thickest solid border color #c5050c

Navigation buttons:

  • Red arrow buttons in container navigate to the corresponding dashboard
  • w39, h39; Outer padding 6
  • Hover text is “Click to go to this page”
  •  (Note: Arrows may seem disproportionately smaller in Tableau Desktop but they do appear normally when viewed in the Tableau server.)

Navigation text:

  •  Dashboard name worksheets in order from top to bottom of container, fit to width
  • Dashboard names 15pt, font color #333333
  • w348, h39; Outer padding 4
  • Technical Notes text is 2nd to bottom
  • Tips on Using Tableau is final/bottom in the container
Should navigate properly to referencing page

 Technical notes (i) icon

Should navigate to corresponding reference page on RADAR. The id on this link should match the same id in the cookbook link (the first solo 5 digit number that appears in the link)

 Tips on using Tableau (?) icon

Should navigate to the Tableau quick reference guide:

Data classification icons:

 Internal data
 Public data
 Restricted data
 Sensitive data

UW-Madison log:

Should navigate to:


General considerations

Filters should be located on the left side of dashboards that are landscape and on the top of dashboards that are portrait. The width of the filters container (on landscape visualizations), or height of the filters container (on portrait visualizations) may be reduced where filter names allow, but must be the same across all dashboards of a single workbook.

Group multiple filters together in a layout container.

  • If filters have a cascading effect (chained interactivity):
    • Use #b4b4b4 color second thinnest solid border around layout container
    • Fill layout container with 33% #b4b4b4 color
    • Select “only relevant values”
    • Structure from top to bottom in landscape, left to right in portrait, for example, school/college, department, course, etc.
  • If filters do not have a cascading effect (no chained interactivity):
    • Use #b4b4b4 color second thinnest solid border around layout container
    • Do not fill background color
    • Do not select “only relevant values”

Parameters are considered the same as non-cascading filters and should be grouped together with them.

All filters should have a title with a clear purpose; none should be “value” or “measure”.

Minimize the number of quick filters.

When possible, use dashboard filter actions (select “use as filter”).

If dashboard rendering performance is slow, limit enumerated filters.

Enumerated cards require tableau to query all fields before the card can be rendered.

Multiple value list, single value list, compact list, slider, measure filters, ranged date filters.

Use non-enumerated filter cards to increase performance.

Consider using custom value list, wildcard match, relative date filters.

Cascading filters example:

Non-cascading filters and parameters example:

Information and Help Icons

Horizontal container, top right corner, w98 h54

Information Icon

  • Black filled circle with white  “i”
  • w45 h54, fixed width
  • Fit entire view
  • Links to Cookbook technical notes about the visualization and underlying data

Help Icon

 Acceptable School/College Names


DIVISION_DESCR (30 character)


All Spelled out

Spelled out but no School/College/Division/Institute


Col of Agricultural & Life Sci


College of Agricultural & Life Sciences

Agricultural & Life Sciences


Officer Education

Officer Ed

Officer Education

Officer Education


School of Business


School of Business



Division of Continuing Studies

Contg St

Division of Continuing Studies

Continuing Studies


School of Education


School of Education



College of Engineering


College of Engineering



School of Human Ecology

Hum Ecol

School of Human Ecology

Human Ecology


Institute for Environmental St

Envir St

Nelson Institute for Environmental Studies

Environmental Studies


College of Letters and Science


College of Letters and Science

Letters and Science


Law School

Law School

Law School



School of Med & Public Health

Med School

School of Medicine and Public Health

Medicine and Public Health


School of Nursing

Nur School

School of Nursing



School of Pharmacy


School of Pharmacy



Research & Graduate Education

ResGrad Ed

Research and Graduate Education

Research and Graduate Education


School of Veterinary Medicine

Vet Med

School of Veterinary Medicine

Veterinary Medicine

KeywordsTableau, Developer, Checklist   Doc ID111747
OwnerNoah L.GroupData KB
Created2021-06-17 09:09:45Updated2024-05-01 10:40:00
SitesData, Academic Planning & Institutional Research
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