Dr Data Insight - M5: Presenting Dashboards & Interview Delivery

Welcome

M1: Getting Started Tableau

M2: Filters, Parameters and Drill Down

M3: Visual Best Practice and NHS Dashboards

M4: Calculated Fields & Data Blending

M5: Presenting Dashboards & Interview Delivery

Module 5: Presenting Dashboards & Interview Delivery

The final module brings everything together by focusing on how to present your Tableau dashboards effectively and demonstrate your skills in interview or real-world professional settings. In NHS roles, it’s not enough to build a technically sound dashboard—you must also tell a clear story, support decision-making, and align your insights with operational or clinical priorities. You’ll learn techniques for structuring a dashboard walkthrough, tailoring your message to different audiences (e.g. executives vs. clinical teams), and responding to questions with confidence. The module also includes interview preparation, with practical scenarios commonly used in NHS analyst interviews—such as live dashboard tasks and explaining metrics under time pressure. By the end of this module, you’ll be ready to present your work clearly, persuasively, and with the professional polish expected in healthcare data roles.

Module 5: Presenting Dashboards & Interview Delivery

From Analysis to Impact

You’ve built charts, blended data, applied filters, and followed visual best practices. Now it’s time to turn your dashboards into decisions. In this final module, you’ll learn how to present your Tableau work with confidence—whether you’re sharing insights with stakeholders or preparing for a job interview.

Learning Objectives

By the end of this module, you will be able to:

Design executive-ready dashboards that tell a clear story
Use layout, navigation, and interactivity to improve usability
Present your dashboards effectively in business or interview settings
Respond to live data questions with confidence
Prepare for common Tableau interview tasks and case studies

Lesson Breakdown

5.1 Principles of Effective Dashboard Presentation

What executives and stakeholders care about
Designing with end-users in mind: the “5-second rule”
Balancing detail with simplicity
Hands-on: Review and refine a dashboard for business presentation

“A great dashboard doesn't just answer questions—it starts conversations.”

5.2 Layout and Navigation Best Practices

Using containers for clean structure
Creating tabbed and guided navigation
Hiding complexity with toggle buttons and show/hide containers
Hands-on: Build a multi-page dashboard using navigation buttons

5.3 Storytelling with Dashboards

Framing insights: Before → Insight → Action
Using annotations, captions, and visual emphasis
Telling a narrative across multiple sheets or KPIs
Hands-on: Create a KPI dashboard with callouts and supporting visuals

5.4 Presenting in a Live Setting

Presenting dashboards in Tableau Desktop, Tableau Public, or Tableau Server
Managing live filters and real-time questions
Dealing with slow load times and technical issues
Best practices for screen sharing and virtual demos

5.5 Tableau in Job Interviews

Common Tableau interview tasks and how to prepare
Case study examples:
- Sales analysis dashboard
- Customer churn heatmap
- Profitability by product segment
Time management and what hiring managers look for
Hands-on: Complete a timed Tableau challenge with real business data

“You’re not just showing charts—you’re showing how you think.”

5.6 Final Capstone Project

Create a fully interactive, multi-page dashboard from scratch
Requirements: filters, parameters, calculations, best practices, storytelling
Peer review or instructor feedback (if applicable)
Optional: publish to Tableau Public and add to your portfolio

Module 5: Presenting Dashboards & Interview Delivery

🧠 Knowledge Check

Presentation critique: Review 3 dashboards for storytelling effectiveness
Practice Task: Recreate and present a dashboard in 10 minutes
Reflection prompt: “What story does your data want to tell—and who needs to hear it?”

📌 Key Takeaways

Design dashboards not just to inform, but to persuade and guide decisions
Layout, hierarchy, and interactivity make your insights easy to absorb
Presenting Tableau in an interview shows not just skill—but storytelling, strategy, and business acumen
Your Tableau portfolio is your new resume: let it speak for you

🎓 Congratulations — You’ve Completed Tableau Basics!

You now have a complete toolkit for:

Connecting and transforming data
Building interactive and insightful visualizations
Designing professional dashboards
Communicating clearly with data
Preparing for real-world analytics roles

✅ Next Steps:

Keep practicing with real-world datasets
Build your Tableau Public profile
Explore advanced topics: Tableau Prep, Level of Detail, predictive analytics
Stay current with Tableau Community and Tableau Conference content

Final Assessment Quiz

Disclaimer: The videos included have been thoughtfully selected to support and enrich the learning experience. While not essential to the completion of the course, they offer valuable insights that may deepen your understanding of the module content. Dr Data Insights does not claim authorship or involvement in the creation of these tutorials.