Tableau Templates: The Best implementation of templates in Tableau that I've seen!
This is hands down the best implementation of templates anywhere on the planet, and I went in sceptical.
- Tableau Templates uses a 'delete-first' methodology: every component is included up front and you delete what you don't need, with containers collapsing and rescaling automatically to reach thousands of layouts from a small set of templates.
- The templates avoid hacks, background images and floating, relying entirely on the container box model so dashboards stay maintainable and ready for future responsive design.
- Every layer is fully named and structured in the layout hierarchy, mirroring the Tableau UI kit one-to-one so the workbooks double as a learning resource for clean dashboard construction.
- Filters and navigation are kept separate following web and application design conventions, with filter pop-outs and positioning that change depending on the surrounding components.
- The workbook is deliberately lightweight (around 81 sheets) with almost no calculations, and the templates live on your own server or file system rather than a third-party service.
- Why Tableau templates matter0:00
- Meet Robert and Ludovic1:29
- How they met in the community6:44
- Origin of the product partnership8:35
- Staying passionate about Tableau15:01
- What Tableau Templates is18:17
- Product walkthrough and design principles21:18
- No hacks and a lightweight workbook37:32
- Live demo: building from a template54:23
0:00Building dashboards are one of the most
0:01time-consuming tasks in Tableau, so much so
0:03that Tableau started something called the
0:05Tableau Exchange to essentially give people
0:08accelerators, starting points connected to
0:10specific data sources just over a couple of
0:12years ago.
0:13However, I don't think they went far enough
0:15, because the other half of the most time-
0:17consuming thing in Tableau is actually
0:19dashboard designs and specifically layout.
0:22Everyone in the community has been asking
0:24for templates for some time, but the
0:25Exchange didn't really deliver that.
0:28Instead, Robert Januzik and Ludovic Tabern
0:30ir are taking that problem head on.
0:32In this video, I talk to them about Tableau
0:33templates, something they launched just
0:35last week, and in the conversation, it's
0:37over an hour and a half long.
0:39We essentially broke it down, and I have to
0:41say, going into this, I was a little bit
0:43skeptical, I was a little bit sort of not
0:45sure what to expect, and by the end of it,
0:47I was blown away.
0:48This is hands down the best implementation
0:50of templates anywhere on the planet, and
0:53pairing one of the world's best dashboard
0:55developers along with one of the best UI
0:57and UX capabilities in the Tableau
0:59community, this is something you have to
1:01check out.
1:02I've talked through the whole entire
1:03discussion in this video, we've got timest
1:05amps below as well, so go ahead and check
1:06those out, jump to the bits that you're
1:08most interested in, and trust me, if you
1:10watch the whole video, you'll come out of
1:11this, maybe with some questions you can ask
1:13them, but also some clarity about how
1:16detailed they've gone,
1:17even down to small, minute details that
1:19personally I look out for to tell me how
1:20good a dashboard is. They've covered it all
1:23, they've sorted it all, and they've thought
1:25about it all.
1:26Check out this video, thanks for watching,
1:28let's get stuck in.
1:29Yeah, so why don't we start with the two of
1:31you introducing yourselves, let people know
1:34who you are, what you've done with Tableau,
1:36and how you kind of got to the point where
1:38you are today.
1:39Yeah, I can start. So, my name is Robert
1:44Janizek, I am currently a UX/UI designer.
1:51Now currently that's, you know, working in
1:54Figma 90 plus percent of my day.
1:58Although that's what I'm doing now, that's
2:01not how I got here, so I used to be an
2:04analyst for years using Tableau daily to
2:07build dashboards reports like most people
2:10that are probably watching this.
2:14Right, so I did that for years and then
2:16when I transitioned to a new job there
2:19opened up an opportunity in the team where
2:22we needed to actually start designing an
2:24application, and I always wanted to go in
2:27the user interface direction anyways.
2:32So I took it upon myself to kind of
2:34transition my skills in my job from, you
2:38know, an analyst to a user interface
2:41designer so I took a year, two years to
2:44really hone those skills and, you know, it
2:48's been about three, four years since I made
2:52that transition.
2:55And that's kind of, you know, where I'm at
2:58now I'm still heavily involved in the BI
3:02community.
3:03But I think I have the unique perspective
3:06of doing both, where I was an analyst for
3:09years and I understand all the nuances of
3:12all the different, all the different BI
3:15products that are out there, what they can
3:17do, but also, I understand what it takes to
3:21design
3:21and build and release a product, you know,
3:24application and things like that.
3:28So mixing those two fields together really
3:31gives me a unique perspective on a lot of
3:34this and I think, I think that kind of
3:36shows in the products that we release.
3:40So I'm the founder of Nudge BI, which is
3:42really just marketing I put behind, you
3:46know, a suite of products, you would say so
3:49, the Tableau UI kit, the Power BI UI kit,
3:52and now Tableau templates, it's really just
3:56the marketing, branding behind it.
3:59Right.
4:00And so that's it for me, I think, you know,
4:03Ludovic, you can, you can hop in and.
4:07Thank you Robert. So my name is Ludovic
4:11Tavernier and currently I am an analytic
4:14engineer, business intelligence engineer at
4:18Ledger.
4:19And so before that, I have been in the data
4:22field for 12 years now, quite a long time,
4:26I would say.
4:28And I first used Tableau 12 years ago,
4:32doing an internship and then I kind of
4:36forgot about it.
4:39I was busy working on other data products,
4:43not only on the front end side, but also on
4:46the back end side, modeling data,
4:50transforming data with the tools I have at
4:52my disposal at this time.
4:56Oh, maybe you noticed, but I'm French.
5:00Yeah.
5:04And with Tableau, so things got more
5:07serious with Tableau, I think like eight
5:11years, seven years ago.
5:13So I got back to the tool, I participated
5:16to community challenges.
5:19It opened me gigs.
5:22I was a consultant back then, so it created
5:25opportunities to work with Tableau, of
5:29course.
5:30And I ended up doing so the biggest changes
5:35, the RMBs, I went to New Orleans and I
5:38participated to the event finally at New
5:41Orleans.
5:43And after that, I continued using Tableau.
5:51I did not spend so much time using other
5:52products, even except, yeah, I went freel
5:54ancing for four years.
5:56So I explored with the product at that time
5:58. But yes, mainly Tableau.
6:01And what is interesting, I think, is I kept
6:05my knowledge on modeling data, on
6:08understanding what is behind the product,
6:13in the back end of the data.
6:15And I think it enables me to create
6:17products that are robust and that my users
6:21can trust.
6:23But I think it's also a good match with
6:26Robert because I always have been
6:29interested in the front end and creating
6:34experiences, interfaces my users enjoy to
6:38use.
6:39Yeah, it's really important to me.
6:42How did the two of you meet? Because you've
6:44both got a bit of a history in the
6:45community as well.
6:47So, yeah. How did this sort of project come
6:50about and how did you first meet?
6:53Yeah, so a long time ago, not a long time
6:58ago, I would say maybe like 2016, 2017,
7:022018 timeframe.
7:04I was posting a lot of Tableau Public
7:07content, you know, work to Tableau Public
7:12and I was posting that on LinkedIn and
7:16Twitter.
7:18I'm sorry, formerly Twitter.
7:22And I think just, you know, I would see the
7:24things that Ludovic posted and I don't know
7:26, maybe he would see some of the things that
7:28I posted and we didn't interact a ton.
7:32I don't think. But I think in 2018, was
7:35that when New Orleans, was that the Tableau
7:38conference?
7:39Yeah.
7:40And so that was the year you were competing
7:43, right? That was the year you were
7:45competing in the IronBiz finals.
7:47Yeah, I remember that.
7:50And my mentor, Joshua Smith, was, you know,
7:54I was working with him and he knew you a
7:57little bit, so we actually got dinner.
8:02So it was me, Josh, Ludovic, and Klaus.
8:10So we all got dinner together in New
8:12Orleans and it was great. The food was
8:14amazing.
8:15And so that's when I met I met Ludovic in
8:18person then. So we've known each other for
8:20some times and we've always kind of, you
8:23know, kept in touch messages back and forth
8:25about like, hey, I just saw the thing you
8:26posted.
8:27It's awesome. And then we just kind of go
8:29back and forth.
8:31Amazing.
8:32So, yeah, that's that's kind of how we met
8:34there.
8:35Okay. And so what spawned the product idea?
8:38But like, why did you bring Ludovic into
8:41what you were thinking and Ludovic? What
8:45kind of what what time did he what made you
8:46say, yeah, this sounds like a great
8:47partnership?
8:48Yeah, so
8:52I don't know if anyone has whoever's
8:53watching this video. And I was seeing a
8:55previous video that Tim released about the
8:58Tableau UI kit, which is a product I
9:00released.
9:02I mean, that's almost that's getting close.
9:03That's over two years now. Three years. I
9:06was going to say close to three years now.
9:09And for those of you that don't know, it's
9:11a it's a Figma UI kit specifically for
9:14Tableau.
9:15It helps you prototype dashboards faster
9:18and Figma.
9:19This is a common thing that product design
9:22and design teams do to show off to people,
9:26clients, leaders, etc.
9:30And I started to get a lot of emails from
9:34people saying, hey, you know, we love the
9:38UI kit. It's really great. We can show our
9:40clients all of this stuff.
9:42How do we actually build it in Tableau?
9:47Now, normally in a design system, for those
9:49that don't know, the way design systems
9:52usually work is you have some sort of UI
9:54kit in a prototyping tool that could be Fig
9:58ma.
9:59I was going to say Adobe XD, but Adobe XD
10:02is gone.
10:04Sketch design teams have a UI kit. And then
10:07you need some way to build that thing.
10:11So. Design systems have the UI kit and then
10:15they have actual.
10:17Components in code that allows you to match
10:19it one to one, and that's what a design
10:21system is.
10:22And also, you know, more complicated ones,
10:24they give you actual recommendations about
10:27how to actually use these components.
10:30Now, previously it was just the UI kit,
10:31right? There was nothing that links.
10:36That product to Tableau, to Tableau at all.
10:39So. I knew I needed a way to release
10:43something that helped people do this better
10:46now in my head.
10:48It makes obvious sense, but also in the
10:50back of my head, I was like, oh, I don't
10:52actually use.
10:54I don't really use Tableau anymore. Like my
10:57skills are kind of less so in that area
11:01because.
11:02You know, I just haven't been using it in
11:04my head as fully in the design user
11:06interface and user experience space now.
11:09Yeah. So I knew I needed someone.
11:12To help.
11:14Make this a reality, essentially.
11:16And I thought, you know, who do I consider
11:20to be.
11:21The best Tableau developer.
11:25And I don't know if I think I've mentioned
11:26this before. Ludovic probably doesn't like
11:28that I say this.
11:29I think Ludovic is the best. So I reached
11:31out to Ludovic and I said, hey, you know, I
11:35.
11:36Want to build this thing that helps people
11:39build these dashboards from the UI kit to
11:43Tableau.
11:45And Ludovic, you were a little reluctant at
11:48first because you just kind of you just
11:50didn't want to, which is totally fair.
11:54So I kind of I think I stopped bugging you
11:56for a little bit and I like I think I just
11:58left it alone for like a while.
12:00I think maybe like almost a year even.
12:02Exactly.
12:03You envision our collaboration very early
12:06in the WIT release.
12:09And yes, and I we had back and forth at the
12:13end, I said, no, it's not a good timing for
12:17me to help you.
12:18I won't be there enough for you. Yeah.
12:20Right.
12:21At the time. Yeah. And I didn't want I didn
12:26't want it to just be.
12:28Not amazing. So I was like, I'm just not
12:30going to do it right now.
12:32I'm not not going to try and do it myself.
12:35I would rather spend my time making updates
12:39to the UI kits and make those as good as
12:41possible.
12:42And when the time comes, it'll come. And it
12:45did eventually. And then Ludovic kind of
12:47got on board and we went from there.
12:50It's incredible. I see things came through
12:52my mind.
12:53And I'll also back you up on this point
12:55about being one of the best because there's
12:58two metrics I use for that,
12:59which is when I go on tablet public and I
13:01see something awesome, who is it inspired
13:04by?
13:05And I think you have a distinct style that
13:08has spread across the community and people
13:12acknowledge that as well.
13:14It's not just that, you know, I see
13:15something. I said, I think I've seen a big
13:17deal this before.
13:18Right. It's that people reference your
13:19style specifically. And for that reason, it
13:22's it's it's a very sort of common thing.
13:25So I think you could you can you can sit
13:27behind Rob saying that.
13:29And generally, I think everyone in the
13:31comments would say the same. And the second
13:33point I had was actually super interesting.
13:36That some of the best ideas sort of take
13:37time to come to fruition. And it's it's
13:39really it's actually really good to hear
13:41that.
13:42Like you, Ludovic, you had the presence to
13:44say that if I was going to do this, I need
13:46to do it well and I don't have that time
13:47now.
13:48And Rob, you were patient. And that's that
13:50's something that's super important because
13:52I think good products sometimes require
13:54that patience.
13:54For them to sort of follow through when
13:55people do put their time together. So I
13:57think it's great to hear that because a lot
13:59of people have ideas in the community.
14:01And in the first instance, when they're not
14:02successful, they kind of feel a bit despond
14:04ent. Actually, this is a great tale of
14:07saying maybe now's not the right time.
14:09There's a better time coming up. And that's
14:11that's a fairly common theme, I would think
14:15.
14:15Yeah. Through all the stuff I've ever
14:16created, like even when I was doing tablet
14:18public stuff. Right.
14:20I only had like I think it's like eight or
14:24nine. I think it's like a very small number
14:28of tablet public stuff.
14:31But when I did it, you know, I really did
14:34and I wanted to make.
14:36I wanted to publish it up when it's super
14:39unique and interesting and worth doing so I
14:42'm OK with sitting on something for years
14:45until it's actually good and it provides
14:48tremendous value to the consumer.
14:52And that's yeah, that's what great products
14:56and great things do.
14:59Yeah. And I think the selfish question I
15:01have and this is going to be kind of me
15:03outing myself a little bit. I've really
15:06struggled to have the persistent passion
15:09with tablet.
15:11And that sounds weird because I have a
15:12YouTube channel. It's called tablet.
15:16That's pretty, pretty big following. But
15:20when I say that, that's different because I
15:22think the channel I'm teaching people
15:23tablet is very different.
15:25I have a passion for teaching when I talk
15:27about a passion for the product. I mean,
15:29there are times when I've opened the
15:31product and I felt no longer excited by it.
15:34Right. Or I've opened the products and it's
15:36just something that's off.
15:38And lately I've been saying tablet weirdly
15:39is the thing that's kept me excited about
15:41tablet because it just seemed to solve
15:43these problems I've had.
15:45So maybe this is a question for you
15:46specifically. You had a very long demonstr
15:49able history with tablet.
15:51How have you kept your kind of passion at
15:53the level that has allowed you to kind of
15:56keep thinking about tablet and sort of kept
15:58thinking about how to push it to its
16:00boundaries?
16:02Yeah. So I think I tested the tools.
16:08You tried other things.
16:13Yeah.
16:14I also did consider the thing.
16:18Yeah. I always come back to tableau because
16:22tableau allows me to get stuff I cannot do
16:24with other tools.
16:25Exactly.
16:26Yeah.
16:27So I much more freedom with tableau.
16:30And at the same time, it's also very well,
16:34it's robust.
16:36I mean, we have tableau cloud, tableau
16:38desktop, the desktop tool, tableau Mumbai,
16:41it's all sweet.
16:43Now you mentioned tableau pep.
16:46So yeah, it's, there is no, it's, I don't,
16:52to be honest, I do not have alternatives
16:55right now to tableau.
16:57And I like it. That's okay. I like to use
17:00tableau.
17:01And we mentioned that but even the same
17:05point is the, the bad points, for example,
17:09containers.
17:11I enjoy containers a lot.
17:16Yeah. So I don't know, maybe I'm different,
17:20but yeah, I always come back to tableau and
17:23I, I like to read this tableau.
17:25Interesting. Interesting. I think it's a,
17:28this point, I have a video planned about
17:31like tableau versus Power BI.
17:34And my hot take on those two products is it
17:37's not a, it's not a question about which is
17:39better.
17:40Instead, it's a question about using what
17:42you love or using what you have to use.
17:44Right. And that's not the same thing as
17:46which is the better product.
17:49In many ways, I think analytics has become
17:51a commodity space.
17:52And so you'll find the same features in
17:54both platforms a lot of the time.
17:56It's just a preference of how you like it
17:58delivered to you and sort of how it feeds
18:00up.
18:01So anyway, that's a, that's a sidetrack for
18:02another day.
18:03So let's, let's not beat around the bush.
18:06What have you built? Like, what have you
18:07brought to the community?
18:08I think in the last, was it last week or
18:10this week? I can't.
18:11It was, it was last week.
18:13Last week I thought so.
18:14Last week.
18:15What have you built? Tell the people.
18:17So the name of the product is called Table
18:19au Templates.
18:21Now, a slight origin story about where we
18:25thought we were going to be with the
18:28product and what it turned into based on
18:31tableau constraints.
18:35Right.
18:36And I'll explain some of that. So the
18:38initial plan was to do exactly what design
18:41systems do, which is you break specific
18:45parts of the user interface down and you
18:50combine all of these components together to
18:53make something.
18:55Yeah.
18:56In this case, a dashboard.
18:58Now we were originally going to do not
19:00something called Tableau templates. There's
19:03probably going to be something like Tableau
19:05components or something like that.
19:08Right.
19:09And it would actually be a workbook of
19:10individual components that you could copy
19:13and paste into a dashboard and you combine
19:15the components together to build a
19:17dashboard.
19:18Right.
19:19That quickly fell apart based on
19:22constraints. The first one being you can't
19:28copy anything if there's a sheet in it.
19:31So like if we had an information icon and
19:33you hover over it and you see stuff that
19:36has to be a sheet and you can't actually
19:39copy that component and paste it into your
19:42thing.
19:43Right.
19:44And right away, we were like, oh, this this
19:47this won't work. Like we have to do
19:49something else.
19:50Remember, you were disappointed.
19:52I was you always ask me things like that.
19:55And I said, no, don't we can do that.
19:58Are you sure?
19:59Yeah.
20:00Are you sure? No, we won't find a way.
20:02But I like the idea.
20:06You've tried it already.
20:08You've hit the wall.
20:09You had against the wall many times.
20:11Yeah.
20:12What the end result that you see?
20:15Just know that's like, oh, hundred.
20:18That's like the most amount of time I feel
20:20like anyone has ever put into language
20:24critically, critically thinking about
20:27templates and using templates at scale.
20:31Right.
20:32Like throughout an entire organization.
20:34So we went with the tablet templates thing
20:36because that's what it has to be.
20:38You have to copy the entire dashboard.
20:42You can't copy specific components.
20:44Right.
20:45We named a tablet templates just because
20:47that was.
20:48Already a mental model.
20:51That people from the community understood.
20:53Yeah, they understand what templates are.
20:57They probably understand what components
20:59are less so.
21:01So we just called it template tableau
21:03templates.
21:04Just make it super clear about what it is.
21:09Now, the actual product.
21:12Do you want me to share my screen?
21:14Yeah, go for it.
21:15Yeah, absolutely.
21:16This is the stage is yours.
21:18OK, so this is tableau templates.
21:21Now we have I'm using the tableau public
21:23version.
21:24And just a quick side note, just for if
21:27anyone at tableau is watching this.
21:30When I upload something to a server and
21:34there's two dashboard sizes that are
21:37different sizes, please do not take the
21:40largest dashboard size.
21:44From a user experience point of view, the
21:46idea of.
21:48A user saying what they want in the
21:50interface and then publishing that up to
21:52somewhere and it changes the size, I think
21:55is a little strange.
21:57I think it's always been that way, though.
21:59That's the first thing.
22:02So this is feedback.
22:04Product feedback.
22:05Yeah.
22:06So this is tableau templates.
22:09The first thing you'll see when you open it
22:11is just a welcome screen, right?
22:14It's just going to say what it is.
22:16How are these templates are different?
22:18How to use.
22:19And we have a video here that I that I
22:22created and put up on YouTube.
22:25And we have some comments on publishing to
22:26server and things like that.
22:28Now, I wanted to really make sure that
22:30there were five main points when we were
22:32talking about these templates, because.
22:35It's easy to just think about these
22:37templates in terms of what's come before,
22:39but if I'm if I if we're going to release
22:42something, it has to be unique in a way,
22:46and it has to solve problems in such a way
22:49that it almost seems inevitable that you
22:52would decide to go through with getting the
22:54product.
22:55Right.
22:56So the first thing is best in class design.
22:59Right. I mentioned this before that I think
23:01Ludovics the best.
23:02And, you know, we designed I designed all
23:04these things and using the tablet UI kit.
23:08And then it was Ludovics responsibility to
23:11match it one to one.
23:13Right. And so that actually involves down
23:16to the minuscule level of naming layers the
23:19same, which is a very tedious task that I'm
23:23sure he can.
23:25So we're confident for sure, saying these
23:27are the best designed templates out there.
23:31Number two, everything has to match the
23:34Tableau UI kit.
23:36So what the what you prototype in the UI
23:38kit you can build and you can build using
23:40these templates.
23:42Now, I'll talk about some of the things
23:44that are missing from the UI kit in here,
23:48and I'll talk about how we're going to
23:50solve some of those problems in the future
23:52in different releases.
23:54Number three is industry agnostic. Now I've
23:56noticed.
23:58Generally, when people are publishing and
24:01talking about dashboards, the very industry
24:04specific.
24:05Yeah.
24:06And I from a design perspective, I don't
24:09understand that.
24:11Because that's not really how it works.
24:14Right. When you're building something, it's
24:17just broken down components that build the
24:19whole.
24:20It's not actually like you think about the
24:22entire thing and just for a specific
24:25industry.
24:26Yeah. So we've built templates that will
24:30work for any industry and will work for
24:33anyone that's using Tableau.
24:36Right. The fourth one is there's thousands
24:38of different layout possibilities.
24:40Now, one issue I've seen with templates
24:44previously is.
24:46Tableau is not Figma, and what I mean by
24:49that is you can't simply just.
24:52Changed layouts based on a component set.
24:55Yeah.
24:56Some people that know that Figma know what
24:58I'm talking about. A lot of people don't
25:00know what I'm talking about.
25:01Just know you can't just change layouts is
25:04as easy as you potentially could.
25:07So we had to come up with a solution for
25:09this, and we went with a delete first.
25:14Mentality, a new way of thinking about
25:16creating dashboards where you actually
25:18think about deleting instead of adding and
25:21adding things in Tableau is historically
25:24difficult.
25:25Right. So, for example, if you're using a
25:27scene, if you're using containers, there's
25:30this method you see around of like adding
25:34blanks.
25:36And then adding in your sheet and then
25:38adding in the other sheet and then deleting
25:40the blank.
25:41So there's actual strategies to work around
25:44of how difficult it is to design.
25:47I was about to say, little bit. You love
25:50this.
25:53Yeah, it's it's difficult.
25:55I do this all day long. You know, I love it
25:58.
25:59Yeah, it's it's not easy. Right. So we had
26:03to think of, OK, how do we build a small
26:06amount of templates that allow you to get
26:10to thousands of layout possibilities simply
26:13by deleting?
26:14And I'll show you what that means in a
26:15little bit. And I think the fifth thing is
26:18really important that.
26:20I would say not that it never happens in
26:22the community, it's something that doesn't
26:25happen often where this kind of goes back
26:27to our conversation of how do you stick to
26:29one thing?
26:31So this this is there's going to be new
26:32updates for this. It's not just going to be
26:35what you see here is what you get.
26:37It's the same thing that happens with the
26:38tablet UI kit. This is a product. Right.
26:41So new updates will be coming in. Ludovic
26:43and I have already been thinking about.
26:46Version two and what's going to be in
26:48version two, so if you got this product,
26:50the return on investment increases with
26:53each new release.
26:55Yeah, so this is something that, you know,
26:57if you really focus on a specific product,
27:00it's it's something that, you know, that I
27:02love doing because you can actually focus
27:04on one thing and make it as good as
27:06possible.
27:07So if we jump into the next thing here, it
27:09's just licensing, just talking about what
27:11you can and can't do with it, essentially,
27:14this is very common.
27:16Third thing, we have table of contents, and
27:18we wanted a way to kind of show all the
27:20different layout, general layout
27:22possibilities that you can get.
27:24OK, yeah. So we have a basic one, which is,
27:27you know, it's a template with without
27:29sidebar or top bar and it has a slide over
27:31for filters.
27:33Each of these is a button so you can
27:36navigate to it. Second one, we have sidebar
27:39navigation horizontal, and then we have
27:40more sidebar navigation and I'll show all
27:42these in a little bit.
27:44Nice. We have sidebar filters, top bar
27:47navigation. You'll see each of these is a
27:49different button to a different theme.
27:51Right. So each of these filters has a
27:53different theme, which is which is great
27:55for people that want something a little bit
27:57different.
27:58And you can take these templates and adjust
28:02the designs to your own brand.
28:05I see. You can take it, you can put your
28:08own colors and change your line on top of
28:09it.
28:10And then and then you can change it and it
28:13's yours.
28:15And then we have some more. These are
28:17examples. I mean, these designs.
28:22You know, this is Ludovic for sure. I was
28:24about to say, yeah, this is this has Lud
28:26ovic written all over it.
28:27Like you can tell you can tell right away.
28:30Like, yeah, this last one, I mean, and this
28:33one especially really reminds me of Ludovic
28:35's design style.
28:37So you'll be getting. Yeah, I was going to
28:39say I'll say this now.
28:41You've got a history of posting snippets of
28:43these, right?
28:44So you've you post sort of little
28:46components that you kind of. Decompose and
28:49you see them on LinkedIn.
28:51You have the money to have a public profile
28:53. What this feels like is all of that has
28:56been leading to this, if that makes sense.
28:58So you've been able to bring all of those
29:00together and put it into something that is
29:02readily accessible, which is fantastic.
29:05I don't know what is a chicken and what is
29:09a egg.
29:11Yeah. I think this is all. Yeah. Yeah. Ag
29:15reed with you.
29:18And that brings up that brings up a good
29:19point, right? You just said hack. So when
29:21we're talking about this product and how it
29:25's different, we.
29:27Ludovic really and I, Ludovic and I talked
29:30a lot about what we want this to be and who
29:33does it cater to.
29:35So we really thought about how do we create
29:38something where we think it's objectively
29:42the best while simultaneously making it
29:46accessible for every Tableau user?
29:50Yeah. Now, often you'll see with products
29:52and applications as they get more
29:54complicated.
29:56So they start adding more features. You'll
29:58actually see complaints from users saying
30:00this is getting too complicated.
30:02And then a new product comes out. This is
30:04why I don't know if anyone's seen the meme
30:06of like.
30:07Notes, apps and to do apps where they make
30:09them really complicated.
30:12And the meme is just just to use the Apple
30:14notes in the Apple reminders. Yeah. It just
30:17gets more complicated and complicated.
30:19Yeah. So we wanted to make sure this was
30:21really easy to use, but it's also the best.
30:24And we did that in a few ways.
30:26Right. Number one, we wanted to make sure
30:29that these are actually yours.
30:32Right. These are your templates. You don't
30:34these aren't like sitting on a server.
30:36Correct. Outside of outside of your control
30:38.
30:39If you get this product, they're yours. You
30:41can put them on your Tableau server. You
30:43can put them in.
30:45Your file explorer. They are they're
30:48actually.
30:49Yours. So that's a big piece. So no third
30:54party applications needed.
30:57Right. You don't need stigma. You don't
30:59need PowerPoint. Now, obviously, I talked
31:02about before these.
31:04Hold basically hold hands with the Tableau
31:06UI kit. So if you have the Tableau UI kit
31:09and Tableau templates, you basically have a
31:11full Tableau design system.
31:13But if you have this, you you don't
31:15necessarily need the UI kit if you don't do
31:17prototyping. Right. It's not like you need
31:20both.
31:21So we wanted to make sure that no, if you
31:24didn't use Figma and you don't use
31:25PowerPoint, I think you can still use these
31:27templates, which is really important.
31:29I think a lot of people just use Tableau.
31:32Right. Correct. I don't necessarily use
31:34anything else.
31:35Yeah. Yeah. Another big piece is.
31:39No background images. We do not want to use
31:43background images.
31:46For a few reasons. One, by allowing
31:48background images, that automatically
31:51implies that you need another application,
31:54which we don't want to do.
31:55Correct. Yeah. This is a huge one that it's
32:00not really even a hot take, in my opinion.
32:03It's just, oh, here we go. No floating.
32:09No. Yes. So, yes, I would say no floating.
32:20Not that it's the right way to go. I think
32:23it's actually been proven over time in Web
32:27development that no floating. For those
32:31that don't know, floating is just the
32:34equivalent to absolute in coding.
32:37So CSS, there's a property called absolute,
32:40which is the equivalent to floating in
32:43Tableau.
32:45Websites, applications and the entire Web
32:49are not built on absolute slash floating.
32:53It's built on the box model.
32:56The box model. Is containers.
33:00Yes. The idea of putting boxes inside of
33:02each other, naming those boxes and having a
33:05hierarchy of boxes.
33:07Yeah. Now, the reason container is the
33:10correct path is because where the Web went,
33:13you know, like Web 2.0 or whatever, which
33:17is responsive design.
33:20Now, if you have everything floating.
33:24The possibilities for responsive design
33:26completely go out the window. You simply
33:29cannot do.
33:31Responsive design with floating.
33:35So the main reason we use containers is
33:37because we follow the box model. We follow
33:39Web standards.
33:41We want responsive dashboards in the future
33:45.
33:46And that's something that we're going to
33:48say that's something we're potentially
33:51looking at for your releases, not to wink
33:53wink.
33:54But that is something where we're totally
33:56thinking about.
33:58And the only way to achieve responsive
34:01design is with containers and having a
34:04structured way to look at the dashboard.
34:09Now.
34:11For example, I look at this, I go to go to
34:14the layout.
34:16Oh, yeah, my favorite thing.
34:19Everything. The hierarchy.
34:21Everything is hierarchy. Everything is
34:23named.
34:24I know exactly you know exactly what it is.
34:27Yeah.
34:28And this is not only good for.
34:31You know, responsive design and
34:32organization, but it's good for people that
34:35are picking up your dashboards later.
34:38They understand the way the dashboard is
34:41structured.
34:42Right. So this is this is really good in in
34:44so many ways.
34:46And I could probably go on the rest of the
34:47video about why container is is the right
34:49way to go about it.
34:51I'm here for it. I'm here for it. I couldn
34:54't agree more.
34:56And a good thing anyone can do right now,
34:58which is actually funny if if you're on
35:00YouTube right now watching this, just right
35:03click and go to inspect and just go through
35:07everything.
35:08Everything is a box inside of a box inside
35:10of a box. And that's exactly what
35:12containers.
35:13The entire Web is built on that. So and
35:16Tableau itself is actually built on that
35:19methodology. Correct.
35:21Can I go out? Can I point something out
35:22here? Yeah.
35:24Before before it leaves me, if you expand
35:26the hierarchy again, I just want to point
35:28something out.
35:29I think most people take for granted just
35:32fully expanded out.
35:34Now, I can tell you that this dashboard has
35:36had love and care put into it because I
35:39guarantee no one else can expand their
35:42hierarchy and tell you that everything that
35:45is there is actually supposed to be there.
35:48And Tableau itself hasn't added something
35:50unnecessary like.
35:52And it makes me happy to see this because I
35:53look at it and I'm like, yes, everything's
35:55a section.
35:56Everything is named. No one does that.
36:00Yes. I hate to say it also because even me
36:04at my work, if I don't use this complete, I
36:07never do that because it's just so much
36:10time to do this.
36:11Yeah. And I was so happy to do it because
36:14it had so much clarity, so much maintain
36:17ability.
36:18And it's very satisfying. Yeah. It's the
36:21literally the best hierarchy I've ever seen
36:23in my life.
36:24Like I saw it and I was like, there's not a
36:28single problem there. I love it.
36:32And I have never built a dashboard with a
36:33hierarchy that clean. So I cut off to both
36:36of you for like going down to that level of
36:39detail.
36:40It's so easy to take that for granted if
36:42you use Tableau a lot and you don't know
36:44what this is like this.
36:46This this is just amazing. And so you if
36:49you use the product, you do not have to
36:52create it.
36:53It's already there for you. And that's what
36:56it's also a beauty of it.
36:58Amazing. So it's taking off the trailer. No
37:00, that's great.
37:01Yeah. And just for reference, like major
37:04props to Ludovic for looking at the way I
37:07named my layers and just matching them one
37:10to one.
37:11And also there's a huge meme in the design
37:13community about whether you should name
37:15your layers or not in Sigma.
37:17So I named all of my layers in the tablet
37:19UI kit and they match basically essentially
37:23one to one in this in this product.
37:26So that was the big thing we want to do.
37:28Amazing. And the very last thing that I
37:31wanted to talk about was there are no hacks
37:34.
37:35There are no hacks. What we consider to be
37:37hacks in this product. So anyone at anyone
37:40at any level can use these.
37:44Now, there are things that are in the UI
37:46kit that would involve hacks. Right.
37:49So we decided to leave those out for
37:51version one.
37:53And we would have to think about how we
37:54want to integrate those into a future
37:56release, maybe calling them experimental
37:59components or things like that.
38:02So people understand that these components
38:05that are in this in a specific template are
38:08experimental and involve more more love and
38:12care, essentially.
38:14Yeah. And everything is very minimal. Right
38:16. So there's almost no calculations.
38:20We wanted to make sure it's it's very base
38:22and lightweight. A lightweight workbook is
38:25is really important. Right.
38:28So if I just hop through to these different
38:31templates we have here.
38:34So this is basic. We have the horizontal
38:37here. Right. So sidebar navigation.
38:41Vertical icon. Amazing. Filter top bar.
38:46And you probably noticed that these look
38:50weird.
38:51Right. These templates look weird and
38:53different as compared to the way you're
38:56used to seeing templates.
38:59Right. So it's because of the delete
39:01mentality. Yeah.
39:03And they're on. So the way we decided to go
39:06about component izing Tableau dashboards is
39:10by adding everything.
39:12And letting people easily delete the things
39:15that they don't want.
39:17So, for example, if you had a dashboard and
39:20you don't want internal navigation, now
39:23these are tabs.
39:24This you would use tabs if you know you
39:26have this is just secondary navigation,
39:30essentially.
39:31You can just go ahead and delete them and
39:33everything scales properly.
39:35So we really wanted to focus on letting
39:37people easily delete the things that they
39:40don't want and also scaling the things that
39:42are still there.
39:44So you can see it. When I was working with
39:45Ludovic, I said, hey, if someone deletes
39:47this, everything else has to fit perfect.
39:51Right. Like it has to collapse. Yeah. It
39:54has to collapse on itself.
39:55Yeah. And it has to just be exactly the
39:57same as it was before.
39:59You know, that component wasn't there. So
40:01you can essentially what you would do when
40:03you would copy and paste the workbook.
40:06And Ludovic will go over a demo later. You
40:08can copy and paste the workbook.
40:10You just delete the things you don't want
40:12and then you simply swap out the sheet and
40:15he'll walk you through that later.
40:18Those were all of the light templates. And
40:21we kind of categorized these into different
40:23things of a top bar is, you know, normally
40:27what you would see on a website.
40:28And they use top bars a lot. Applications
40:30use sidebar. That's a common practice in
40:36web design.
40:39So we have filters and top bar and all this
40:41. And then we get into the dark. These are
40:43dark. Oh, dark templates.
40:46And we wanted to make sure every every
40:49color, every piece of color and typography
40:51matches.
40:52So these are the same colors in the UI kit.
40:54The the white on top of the dark matches
40:58exactly these icons.
41:02Part of Tableau templates is you get I
41:05think what was the number of over twelve
41:07hundred icons? Yeah.
41:09So all you would do is you would select
41:13this.
41:15You know, you would go in, you would add a
41:17button and then all you do is choose from
41:19the different folders of icons that you
41:21have.
41:22So you have consistent icons. Yeah. Yep.
41:25And so I could quickly go through dark and
41:27feel free to ask questions throughout.
41:30I was going to say that demo you showed of
41:32collapsing containers.
41:34Yet another thing that lets me know how
41:36much love and care has gone into this,
41:38because you have to put thought into the
41:40hierarchy in order for that to work the way
41:43you expect it to work.
41:45Right. When you delete the thing that goes
41:46all the way across, everything moves up.
41:48If I was to delete a vertical column, the
41:50other two on the other side should come in.
41:53And so I think you're also using like you
41:56're literally on the bleeding edge of the
42:00features that Tableau last added to the
42:01product.
42:02Like what's now five years ago. Right. Like
42:04in terms of containers, like distribute
42:06evenly all of those sort of small things
42:09that make that possible.
42:11And you have to think that I'm hoping there
42:13's got to be something right for the layout
42:16system coming.
42:17And again, it's something just opens a bit
42:19more out because I think that's what this
42:22needs. Right. Like you shouldn't have to be
42:24like bound by what feels like a very well
42:27understood problem because now design tools
42:30everywhere use the same set of principles.
42:33So, yeah, it's a compliment and a
42:35frustration at the same time.
42:37Yeah, we we thought I thought a lot about
42:40especially when designing.
42:43Some of these templates and.
42:47I wanted to build and I wanted to build in
42:50best practices to this.
42:53Now you'll notice something. This sidebar
42:56just looks a little bit different than a
42:59lot of the sidebars you see on Tableau
43:01public.
43:02An application design, you're not combining
43:04filters and navigation into one sidebar.
43:07Yeah, that's just that's just not how how
43:10it goes. So when I'm designing these
43:12templates, I wanted to make sure.
43:15That all of the best practices are coming
43:16into play as well. So let's say, for
43:19example, you have sidebar navigation here.
43:23The next question is, OK, I want filters.
43:25Where do I put the filters? Well, the
43:27answer is not put the filters here because
43:29that's that's not really how you how you
43:30would design it.
43:32Filters could go here or you could do a pop
43:35out. So this is something where you can
43:37hide and show. Oh, nice. You can hide and
43:40show different filters.
43:42And so you'll notice through throughout
43:45based on what component is around depends
43:47on where the filters go. So so navigation,
43:51it's going to stay here. But as soon as you
43:54pop over to.
43:56Having no major navigation, the filters pop
43:59over to the left and you get an information
44:01pop out that you can do. Yes, you're not.
44:04Yes.
44:06And then, you know, let's say you have top
44:08bar where would your filters go if you have
44:11top bar? It wouldn't go to the right
44:14because there are some very unique
44:15situations where you might put it to the
44:17right, but almost no application or website
44:20puts filters to the right.
44:22Yeah, it's always left or they have it in
44:25line. So I wanted to make sure it follows
44:28the way that applications and websites are
44:32done throughout the Web.
44:34And you'll see it throughout. And
44:35everything is super intuitive. It's so good
44:38, honestly, like the amount of time wasted
44:41in in businesses asking people who, you
44:45know, understand the business are, you know
44:48, decent analytics, but are not UX designers
44:51to build dashboards.
44:53And you have to kind of moonlight in design
44:55, almost stumble into the right answer. And
44:57at the end of the day, the product you
44:59build is never going to have the same
45:01quality and the tension is and thought that
45:03you've put into this.
45:05It's just incredible. And this scales for
45:07people, right? You can take your branding,
45:09you can take your colors, you can take your
45:11principles.
45:12You put this on your server as you
45:13highlighted, and people can start from this
45:16common starting point. And there's almost
45:18no excuse to get it to get it wrong because
45:21the starting point has solved most of these
45:23problems for you.
45:25It's really good. Right. And a big thing
45:28that I wanted to focus on generally in the
45:31community.
45:33There's a lot of focus on data
45:35visualization, which makes sense, but there
45:38's no focus on the things that go around the
45:41data visualization.
45:43You'll see countless blogs and, you know,
45:46conversations with people talking about
45:49data visualization.
45:51But the user interface piece of it, I think
45:53, is not that I'm saying it's harder. It's
45:56simply not an area that.
45:59Analysts are familiar with. Yeah, I mean,
46:03they're familiar with data and building
46:05charts and stuff. They're not familiar with
46:07.
46:08Designing and building applications, and
46:10that's kind of what these are at the end of
46:12the day. These are these are just.
46:16Applications that you're trying to build
46:18for people and you have to have a good user
46:19interface around it.
46:21So we wanted to focus this product really
46:23on the user interface interface part of it.
46:26You'll notice it's not like we have.
46:29Templates for bar charts. Right. You know,
46:32I mean, there's a ton of those out there.
46:34Right. You can go out and look at, you know
46:37, different ways that people build.
46:40Bar charts, that's that's not the focus of
46:41this. It's the base, the base of a
46:44dashboard, and then you can add your charts
46:48to it.
46:49Yeah, it's incredible. So at the very end
46:52here, we have examples.
46:54Now, what I love about these examples, one,
46:56they look amazing. Ludovic props to you.
47:00Two is you can you can actually you get six
47:01of them. I mean, six is a is a good amount.
47:05Right. So you can go through all of them.
47:07Yeah. Understand.
47:09See how Ludovic did it. Yeah. Yeah. So
47:13those those are the six examples.
47:15And that's kind of what I wanted to show,
47:17just doing a product walkthrough. And I
47:19wanted to hand it over to Ludovic to do
47:22that.
47:23And he can kind of you know, he's the table
47:25au expert. So I want you know, I want him to
47:27do it.
47:28Before you do that, can you indulge me one
47:30second? Yeah. If you go to the just open a
47:33new sheet, I want to see what number it
47:37gives you.
47:39See, not that many. 81. That's incredible.
47:42I was going to say I was like, right.
47:45Ludovic must have like something like 150
47:48sheets or something. Yeah.
47:51Only 81. How have you done that? That's
47:54incredible. One.
47:56And another thing I keep saying another big
47:59thing. We wanted to make sure this was this
48:01workbook was as lightweight as possible.
48:04There you go. Because I get often what you
48:07see with template workbooks is you have to
48:11try and solve the problem of, OK, here's
48:14this.
48:14But how do you solve this? How do you solve
48:17? How do you solve the endless possibilities
48:21of the different layouts?
48:23And it's with this methodology of just
48:25deleting. You put everything in and allow
48:27users to delete the things that they don't
48:28want.
48:29So, for example, I could say I don't want
48:30you know, I don't want that container and
48:32it automatically swaps it in or out.
48:35Yeah. Right. Yeah. Yeah. So that instantly
48:38allows us to create a base amount of
48:41templates that saves you room on your
48:44servers and in your file explorer or
48:45whatever.
48:46Yeah. It does. It's a really small workbook
48:49in reality. But it's incredible.
48:53A lot of thought went into keeping it that
48:55way. Our initial plans was not to have it
48:58that way.
48:59We were going to, I think, build it on the
49:01fly. My initial my initial conversation
49:05with Ludovic was let's have 5000 different,
49:12you know, templates that people can choose
49:13from.
49:14And as we started thinking about this, we
49:16were like, well, the actual user experience
49:20of something, someone using the product
49:23will go down as you increase the amount of
49:26templates because it's just overload.
49:28Right. And the workbook would take a long
49:30time to open. So we thought down to the
49:32very minuscule level of not only what's
49:34involved in the workbook, but the ways in
49:38which a person will use the workbook.
49:42So that was another big piece of it as well
49:44. That's incredible. And I like to build
49:46products I can maintain.
49:52And it's same work. Yeah. Always try to
49:55optimize at most my products. So it was
49:59important for me to do to optimize this one
50:03.
50:04That's beautiful. I honestly just I've not
50:06even I deliberately didn't look at this
50:08beforehand. I know you announced it last
50:10week and probably we're talking a bit
50:12before that, right? Because I reached out
50:14to you last year and I said, hey, I hear
50:16you're working on something cool.
50:18I want to put it on the channel. And then I
50:20completely missed the balance because you
50:22messaged me and I just don't use Twitter X
50:24now that much.
50:25And I deliberately held off looking at this
50:27because I kind of wanted to have this sort
50:29of first experience. And honestly, this is
50:32fantastic. Like, I cannot understand why
50:34people wouldn't start from here.
50:37That makes sense. Like it's so well thought
50:38through. And I have to say, people do try
50:40templates. People have tried their own
50:42templates.
50:43But I think you've you've proven just here
50:46how to go about doing that. And you've
50:49provided people that starting point and the
50:53thought that's gone into that. I don't
50:56think anyone would be able to keep up with
50:56you in terms of as you as you release more
50:57features as you do more work.
50:59And it's built beautifully as well. Like
51:01that's just so easy to take that for
51:02granted as well. So, yeah, and it's it's
51:06got the ecosystem as well.
51:08Yeah, we've got the UI kit. So it's a full
51:10it's a full experiences, which is kind of
51:13how you're supposed to build products.
51:16Right. It's not just be the actual results.
51:18Supposed to be the ways in which you use
51:20that end result as well. Yeah. So, yeah, we
51:23're really excited for people to start using
51:25this thing.
51:26And I want to kind of show the ways you
51:28would actually go about using it. So I
51:32think I'm going to hand it over. Yeah. Yeah
51:34, absolutely.
51:35Let's see. And we see this product. You can
51:38have a piece of the weekend. Yeah, that's
51:43that's a really genuine point. Yeah. That's
51:47a great point that I think that's kind of
51:50also how I sold it to you, which was.
51:53One, do you not have money in your
51:55department, potentially for extra people,
51:59and you've always been thinking about like
52:02what you know we want templates or we need
52:05to build these dashboards faster, but we
52:08don't have the time to do it.
52:11We can't get extra people, you know, budget
52:13is tight right now.
52:15And so the way I was like hey Ludovic, like
52:18, we can market it in a way that's saying
52:20you get the designs from someone that is a
52:23UX UI designer. Yeah, on my day to day job,
52:27which most teams don't have right and then
52:31you can also get the work of what I
52:34consider
52:34to be the best Tableau developer in the
52:36world. So it's that that combination of the
52:39two where you don't have to have that
52:42massive budget to do some of these things
52:45it's, it's available at your fingertips,
52:48right now, which was a selling point I
52:51think I talked
52:52a little bit about earlier. Yeah, yeah. And
52:54dare I say people can look at how you've
52:56done the workbook and learn from it. It's
52:58not just, it's not just something, it's not
53:00just a template it's actually like you can
53:03approach this from a completely different
53:05perspective
53:06and say hey, I've got my template here but
53:08now let me build on this concept, let me
53:10actually understand how it's been done, and
53:12you've got the hierarchy that spells it out
53:14like this is how you do it.
53:16This is the level of detail you've got to
53:19go to so again it's super useful. And that
53:23's, it's actually interesting you say that
53:25because that's actually in my description
53:26tag of knowledge bi.
53:28I think the last sentence is.
53:32It's around the idea of building products
53:35that add such a immense amount of value it
53:38's, it's unquestionable they should probably
53:41get them but also that helps you to
53:44completely reassess and rethink the way you
53:47do process work, because a lot of companies
53:50have been doing things the same way for a
53:52long time. And sometimes it takes something
53:56that is such at such a high level of value
53:59add that it completely changes the way you
54:02think about the way you do things in the
54:05future and that's kind of the way I look
54:08at the way I build products.
54:11Yeah. So, yeah, that kind of goes hand in
54:14hand there.
54:15Okay, over to you did vicar, so I just keep
54:18I just keep fanboying and fan going both of
54:21you.
54:22Here we go.
54:23So, okay, demo time.
54:27Let's leave some just me.
54:30So, what maybe we can do is try to reveal
54:34example five if you are. Yeah, yeah, yeah,
54:37yeah. So we got this.
54:40We got the API matrix at the top two charts
54:43on the left, and the 21 here. So, I have
54:47prepared, because obviously I won't have
54:51time, I did not have time to prepare this
54:53during this session so I keep already
54:56prepared the different sheets.
54:59Yes, yeah, not that much. Let's go back to
55:12the product now. So what you will do, you
55:12will look for the template, you want to use
55:12.
55:12I want to use the sidebar navigation, or
55:16with a primary color, let's copy this one,
55:22we just click on copy here. Let's go back
55:27to this one.
55:29Okay.
55:30We are on this workbook with my file sheets
55:36, I will paste
55:39template.
55:41And like you said you could have your own
55:43version of the template you built on top of
55:46templates so yeah, it can be used. Yeah.
55:50Let's hide everything, hide all sheets. So
55:53I just duplicate that you will see that my
55:56navigation are broken but it is not an
55:59issue. What I can do, I will do.
56:02I will call this one base, and I will
56:04duplicate it after because if I want to
56:08create maybe several dashboards in the same
56:11workbook I can reuse this one and copy
56:14paste.
56:18So I will need only let's say three navig
56:23ations.
56:24I don't need a secondary navigation so let
56:27's remove this one, I don't need the
56:30platform so let's remove the platform.
56:33Let's keep it simple for this one, no
56:37metadata and you said it already but you
56:41see how everything collapsed and it resides
56:47.
56:47I won't need this button, I will keep the
56:50eye filters because I will use this to hide
56:54the filters. Yeah, I will fix my buttons so
57:00maybe I can add some images.
57:04So I am in the UI kit.
57:07Icons, I am in the primary ones so I can
57:11choose the white.
57:14White icons, I will do random stuff here
57:18because I think that's exactly what I want
57:21but the edit button I will change it to use
57:25this base for example.
57:28Let's change this one to choose, let's use
57:32same random. Let's see.
57:36Nice.
57:38So fast.
57:42So there I said this also looks fun. Yeah,
57:45again, for that but we you will know what
57:49you want.
57:51Let's rename this, maybe the first one will
57:55be an overview.
57:57And here I will look at, I don't know, this
58:01performance.
58:04I don't know, do you have any details? I
58:12will change the title.
58:12So you don't need to, and it's a pain when
58:15you have to rethink about all your font
58:19size and font design.
58:23I was going to say you've got the right,
58:26you've got your H1, H2 subheading, all that
58:30stuff built through. Just bring it through
58:33web design to Tableau. Love it.
58:35Exactly. So now I have my base. Let's
58:38remove this one.
58:41Okay.
58:43Let's keep this one because maybe I want to
58:46navigate to another external website.
58:50Yeah, so you will change that and we can
58:52already maybe add an action because here
58:56you will see on this one, I could say let's
59:00, I want to use this button to go on an
59:02external website so you will add an action.
59:06Yeah, let's do it.
59:09Let's go to URL and let's enter manage.py.
59:15com, I will select my navigation one.
59:21Okay, that should be the one. It's on menu.
59:28So let's change it.
59:28Okay, same. I can change, I could change
59:31the icon here. Yeah, that's, I know I have
59:34a blank one here. I can use this one. Yeah.
59:39And now we, the most interesting part. So I
59:42could use the template to add my sheets. So
59:45I have my old sheets. Let's, you first
59:49create, oh, let's duplicate this one
59:51because I, like I said, you maybe you want
59:52to reuse it for your next one.
59:54So it's my base, let's duplicate and let's
59:58call it performance because that's my
60:02performance sheet.
60:04Okay, now let's begin, let's begin the swap
60:08.
60:09So you select the sheet you want to swap
60:12with and you just have to, you know, you
60:16have to leave selection here and basically
60:20just swap and it will add the sheet instead
60:24of the one you already have as a template.
60:28I don't need this one so I can resize a
60:32little bit, edit eight here because I
60:36designed my cap a little bit taller but
60:40that's not an issue.
60:43Let's resize and we are already tied up.
60:49Next, let's add my charts next. So I
60:52already prototyped my work on Figma so I
60:56know I would only, on your Tableau UI tips
61:01so I only need two columns.
61:04I will remove this one. I know on the
61:07second column, I only need my charts by
61:10country if I remember right. So let's
61:14remove this one and same here I will have
61:17only two charts.
61:19So let's remove this one. You already
61:23created your layout, the layout you need
61:27for the dashboard you want to design. Now
61:32you just have to start to see.
61:35So let's have the channel one here. Let's
61:40use the product chart here and let's add
61:45the country one here.
61:49So you see that we are almost done with
61:53this example, you could change the title,
61:58say for example quantity by channel. Let's
62:03copy paste this one. Let's do by product.
62:08And let's say by country. Let's edit the
62:23subtitle. I always like the subtitles even
62:24if it's redundant with for example the
62:24dashboard subtitle because you never know
62:25when someone will do a screenshot of your
62:26chart.
62:27So you keep your subtitles, your captions
62:32and your legend code.
62:35Yeah, I have a concept screenshot.
62:39Yeah, screenshots and it finished in a...
62:44Then let's add the legend.
62:48Okay, let's add it here. Let's remove the
62:52title. Let's change the sizing a little bit
62:56.
62:56Let's remove the front spot here.
62:59And actually, Ludovick, quickly about how
63:01much we thought about these templates is
63:03what he did right there. I had a question
63:06of in the UI kit, you're able to add
63:09legends and filters to the far right of the
63:11card.
63:12Yeah. But the only way for someone to do
63:14that, the easiest way possible is to add a
63:16blank in the top right of the card and then
63:19add in the legend or filter.
63:22So now people can easily just drag in their
63:25filter or their legend right to the top
63:28corner and it's super intuitive and easy to
63:31use.
63:32Yeah, I was about to say like you've done
63:34the step for them and even whatever you
63:37just did there, you could see all the
63:40containers and it just kind of highlighted
63:43the web sort of approach to this. It's
63:46crazy. Love it.
63:48And it's also nice when you add in filters,
63:49it automatically puts it into the filters.
63:52Into the filters, yeah.
63:53Yeah.
63:54Why is that? What if... How have you
63:58figured that out? Is that like a trade
64:02secret?
64:04Absolutely.
64:05So how is it that when you add a filter,
64:06they're always going into the filters frame
64:08?
64:09Yeah. And you went here a little bit, but
64:12the first time you add a filter or legend,
64:16it will go there. It's mainly because I
64:18designed my templates.
64:20If you go to the... Yeah, maybe the base
64:25one.
64:33The last time I used filters in this
64:35template, it was in this... In that
64:39position.
64:40So that's why I do.
64:41And this is why when I... Yeah.
64:45My legend, so I go here and then when I
64:47click on filters, my filters go right there
64:51until I moved my first filters here.
64:54Right, right, right. I get it. I get it.
64:57So you just have to finish the work
64:59basically if you are like me, you will only
65:03choose, most of the time, dropdowns.
65:09I think it's really quick from the base
65:13template.
65:15And basically you got your...
65:17Yeah, yeah, yeah.
65:18I think it's done.
65:19It's done.
65:20And Ludovic, you still have to... You got
65:21to have the filters.
65:23We don't need because we choose these
65:25filters.
65:27So now we got the...
65:29Yeah, the work will be... The dashboard is
65:31done.
65:32That's amazing.
65:35I think it built it faster than you could
65:37build this.
65:38Yeah, I mean, I did not feel this and I'm
65:41kind of surprised myself.
65:44I don't think you could build this
65:45dashboard from scratch yourself as fast as
65:47you've just done it.
65:49Yeah.
65:50I don't think anyone could. I don't think
65:53anyone could. So you don't just get Robert
65:54and Ludovic.
65:55You get Robert and Ludovic on steroids.
65:57Like, this is crazy.
65:59Maybe we will spend a little more time, but
66:04I don't expect you to spend like two hours
66:07to do that. It will be very fast.
66:09Yeah, you've just done it. You did it. Like
66:11, when you said you're going to do it, I was
66:14like, okay, this is a real sort of proof in
66:15the pudding.
66:16Is this going to take 15 minutes, 20
66:19minutes? I was completely off. It was like
66:22five minutes.
66:24That's incredible.
66:26I would say normally something that if you
66:29already knew exactly what you were going to
66:30do, it would take you probably like an hour
66:34.
66:35Yes.
66:36It's building in all of the years of
66:40experience of Ludovic and I to have. What's
66:46the saying where it's like, you know, if a
66:47plumber comes over, you're not really
66:48paying them for that job.
66:51Yeah, that job. It's the years of
66:53experience that goes into being able to
66:55solve that problem as quickly as possible.
66:59Correct.
67:00Right. So that's kind of the way that we
67:01think about it as well.
67:03And if you have enough experience, like for
67:06example, myself, I can see myself doing
67:09that, you know.
67:11Okay, maybe you just need to lay out the
67:13framework.
67:15Framework, yeah.
67:16You build from scratch and so you have also
67:18this possibility to build from this blank
67:20page and build your own layout if you want
67:24something more complex or you have ideas.
67:27But yeah, I got the two options.
67:33I'm blown away. I am.
67:35And you probably can't tell because I'm
67:37just sat here quietly just, you know, using
67:39it.
67:40I've also been using Tableau not for 12
67:41years, 11 years. Right.
67:43So and I think back to learning Tableau, I
67:45think back to like the challenges I've had
67:47learning Tableau and I think I always say
67:50to people, if you're learning Tableau today
67:53, it's a much bigger platform than it was 11
67:55years ago.
67:57Right. 11 years ago, you could learn every
67:59quarter of Tableau and know it inside out.
68:01That's when we learned. Right.
68:04But today, that's a completely different
68:05challenge.
68:06So this also presents an opportunity to
68:08people to to really focus in on the thing
68:10that matters.
68:12That is data analysis. Right.
68:14Like what you just did there is you deleted
68:16this necessity to become UX designers, to
68:19become designers, to to to to waste time
68:21repeating tasks.
68:24I didn't see you right click format
68:25anything. I didn't see you change the size
68:28of anything.
68:30I didn't. The only thing you edited was the
68:31height. But that was to get to your like
68:34thing.
68:35The delete mentality kind of completely
68:37pays off there.
68:38And now I get it. When you said delete, I
68:39was like, why should I just drag everything
68:41where I needed to?
68:43But of course Tableau is not predictable
68:44like that. And that's why the delete first
68:46mentality has to happen.
68:48Tableau, if you're listening, make it more
68:50predictable.
68:52You know what I mean? So, wow.
68:54And that's probably why people go to
68:55floating because floating is semi
68:56predictable. You put something then to you.
68:59It shows it to you. And the thought I had
69:01back then was who even uses responsive
69:03design.
69:04Right. Because in I'd love to know the tele
69:07metry of what percentage of dashboards
69:11employ responsive design deliberately.
69:14I don't know how you'd measure that, but
69:16yeah, it is.
69:19It is low. It has to be. Yeah. For now. It
69:22is low for now. Right.
69:25Yeah, exactly. Exactly. I'm not saying the
69:27exact words, but the percentage is low for
69:30now.
69:31And right. And just so people know, a lot
69:36of web frameworks are built on mobile first
69:40mentality.
69:42Correct. But I find it a bit frightening
69:45that we're building on a framework that's
69:49just floating.
69:51And there's basically no thinking about
69:56mobile or tablet.
69:59So really what you should be doing is
70:02thinking about breakpoints from this from
70:06media, this amount of pixels to this amount
70:08of pixels.
70:09It's this design. Yeah. Desktop to tablet
70:12to mobile landscape to mobile.
70:16Right. So that's something we're really
70:19going to look at because we think it's a
70:22feature that is like majorly overlooked.
70:26Yeah. I'll blow. Yeah. Mainly because it's
70:28fairly difficult. And actually the design
70:30knowledge is different from mobile.
70:34It's actually a completely different way to
70:36think about design. Yes. Yeah. So, yeah.
70:41Wow. And so, yeah, I won't try and second
70:43guess where you're going because then I'm
70:45just wish casting.
70:47And I think you've shown enough. What you
70:50show me today is kind of enough proof to
70:53know that whatever you do with mobile is
70:54going to be the right thing.
70:55Because you kind of thought about it and
70:57you thought about it for so many good ways.
71:00Yeah. It's incredible. I love it. It's
71:02really, really good.
71:04I think I wonder, do you do you see any
71:07opportunities with the noise around custom
71:12chart types and being able to augment what
71:14you're doing with that?
71:16So. In general, like I mentioned before,
71:20this is generally staying away from data
71:22visualization,
71:24and I don't think the actual things that
71:26change about the data visualization would
71:28change with the user interface.
71:31Right. Right. So I don't think, you know,
71:34the what do they call them? Vis extensions.
71:37Vis extensions. Yeah.
71:38So if anything, they become a part of this.
71:41If anything, it just it more it helps you
71:44integrate it even even more.
71:47You know, I mean, you can think about these
71:49extensions and the chart types in a
71:51different way. This is very user interface
71:54and skeleton based level thinking.
71:57And that's kind of what design systems do.
72:00It helps you think about it in the smallest
72:02.
72:03I don't know if anyone's read atomic atomic
72:05design. Yeah. But this is having atomic
72:08design mentality for sure.
72:11And we only need we only need lines and
72:17bars anyway.
72:20No, I'm kidding.
72:23Fun, fun question. Have you thought of how
72:26many possible things you could build with
72:28your kit?
72:29Because I see this delete first mentality
72:31and I'm like.
72:33But clearly there's zones for everything,
72:35so there must be some sort of crazy
72:37multiplier because you've got six different
72:40styles of sidebar.
72:42And then within those, you've got what
72:44feels like eight or nine possibilities.
72:47So there must be literally tens of
72:49thousands of possible things possible.
72:52I don't know if you thought of that. Oh, I
72:54've totally thought about that.
72:56And I have it. I have it in the marketing
72:58on the Web site. What's the number?
73:01What's the number? Oh, I don't have the
73:03exact number, but it's a lot.
73:05I think I was able to do it easier and
73:06stigma because each of the figma components
73:08, you have different variants.
73:11So you can say you can see nine times four
73:13times, 13 times, 15 times four.
73:17And you add them all together and that's
73:18how many you get. It's slightly harder in
73:21this instance.
73:23But yeah, it's thousands, thousands and
73:25thousands because there's different perm
73:27utations of if you delete one container, it
73:29's a different permutation.
73:30So there's a thousand different layouts.
73:34You need a you need a tableau public
73:35bookmarklet that like when you're on a
73:38tablet public this,
73:39it tells you how to customize your template
73:41to that layout. That'd be amazing. Yeah.
73:45That would be really cool. Yeah, I think I
73:48think just this delete first mentality is
73:53it's just a new way to think about
73:57designing things faster.
73:58It's not tableau. Yeah. And so that came
74:02from the constraints of tableau itself.
74:07Right. It's not that easy to add. So we had
74:09to think of a different way to do this and
74:12that, you know.
74:14Yeah. So we did, which is great. Amazing. I
74:17am blown away.
74:19So what are people like me going to do?
74:21What if it like leader back? You're OK
74:22because you're part of this project.
74:24I'm sitting here building dashboards. What
74:26am I going to do? I just turn into like a
74:29template master now.
74:31Sure. I. I'll tell you that question to you
74:37in jest.
74:38Of course, that's not the case. But like it
74:39's the kind of question that I get from
74:40people like with A.I. and stuff like that.
74:43So I sort of might as well pose it to you.
74:45How do you see dashboard developing
74:46changing?
74:47Because it's all like this. I would
74:50actually have Ludovic answer this question.
74:54I am. It's not my day to day job. Right.
74:58Yeah.
74:59I think it's like you. It allows you to
75:02spend more time on the user experience and
75:07to focus more on your stakeholders and,
75:10you know, be able to answer to their needs
75:13and objective without thinking too much
75:16about the ability of it.
75:19And like Robert said, it's it's also when
75:21you build this kind of product,
75:24it's also an enabler for the next one who
75:27comes after the next one to come.
75:30When I build new new experiences, when I
75:34build create new stuff.
75:38It's always a good example of what is
75:40possible to do with Tableau or in the
75:42dashboard community.
75:44I don't know. Yeah. And it allows people to
75:47to say, hey, I want this.
75:49I have an idea. I want this for my next
75:51dashboard because it will be useful for me.
75:55So we save time to answer your stakeholders
75:59needs and they will also be able to see the
76:04new opportunities for the products to come.
76:07I guess. Yeah. Amazing. Amazing. You know,
76:11I think of it as in so many job posting,
76:14you see dashboard developer and maybe you
76:16'll see less than that and more of a data
76:18visualization expert or data analyst.
76:21Right. Because. Really, no one actually
76:24needs dashboard designers and developers.
76:27We actually just need people who understand
76:29the data. I think your other role is data
76:32engineering to an extent.
76:34I say that is really where the brains are
76:36needed. Right.
76:38Layout should really be a solved problem.
76:39And I think that's why I think they say
76:41good because it kind of really disrupted
76:43the way Adobe was going about things.
76:46Right. Really making things tough to use on
76:47things that were already well understood.
76:50And that's it. And yeah. Yeah. I've said
76:55before that over time, the amount of titles
77:00that keep getting added on to.
77:04Analysts is increasing by the day. Right.
77:06OK. You're an analyst.
77:08You have to understand.
77:10Data visualization. Best practices. You
77:12have to understand.
77:14And you need to know like how to do ETL. OK
77:16. But now you need to be a user interface
77:19designer.
77:21You need to understand design concepts like
77:23crap, contrast, repetition, alignment,
77:26proximity.
77:27You need to know X, Y and Z. And it's just
77:30so overwhelming for people with people can
77:34really just focus on the data and getting
77:37to actionable insights for their users.
77:40That's like the main point of this. We want
77:42analysts to focus on their users.
77:45Yeah. And so we hope we hope that this
77:48solves.
77:49A long standing problem that I've had with
77:52Tableau, which is like you just mentioned,
77:55just general layout, which is not that easy
77:59to do.
78:00And we hope this this kind of solves it.
78:03And it's just going to get better, which I
78:06love to think about in terms of products.
78:10If you ever think if you ever see someone.
78:10It's OK to have critiques for specific
78:11projects, but I like thinking about it.
78:14The reverse of this is the worst it'll ever
78:18be. Right.
78:19And the same that just applies to the Apple
78:21Vision Pro just got released. And I like
78:24saying, hey, this is the absolute worst
78:27this product is ever going to be.
78:30And you should actually be excited that it
78:32's a young world.
78:34Yeah, but that it exists and that and that
78:36it'll get better from here.
78:39Yeah. So that's I would say anyone out
78:42there, you know, give it a try, ask us
78:46questions, send us emails. Do you have any
78:49feedback? If you have any suggestions, just
78:49let us know.
78:50And we're going to be making new updates.
78:53So your feedback will directly go into this
78:55.
78:56And we just want to make it as good as
78:58possible.
78:59Amazing. Yeah, I can endorse it more if I
79:07tried. I'm going to have a go at it now.
79:10But you sort of walk me through it. Oh,
79:10yeah. Maybe maybe I'll use it as my
79:11starting point for getting back into data
79:11storytelling, because again, I've not built
79:13a dashboard for tablet public in now nearly
79:16two years.
79:18Oh, wow. It's time.
79:21And I've built like one sheet. There's an
79:23art dashboard. There's a not sort of these
79:25big efforts that people put into it. So
79:27maybe it's time. But anyway, look, I really
79:29appreciate you guys spending your time
79:31walking people through this.
79:33It's kind of hard with product launches,
79:34isn't it? Because you kind of want people
79:36to get your product in the right light. So,
79:40you know, as Robert said, if you're not
79:41sure about everything, head to their
79:43website, and I'll put a I'll put a link on
79:45screen in the description.
79:48Go check them out. And yeah, I think it's a
79:50fascinating tool. So absolutely use it.
79:54Awesome. Yeah, I really appreciate the time
79:57and, and, you know, having a son is it was
79:59fun, as always, you know, I love having
80:01this conversation.
80:03Yes, it's our second time, we should make
80:10it like a yearly thing. Let's not let it go
80:17by. Yeah, I mean, we can have a yearly
80:19conversation where we just talked about in
80:19general talk about in general. The new
80:19person every time. Yeah, yeah.
80:19Next time, you need to bring a third person
80:23in.
80:24Amazing.
80:26Thank you.
In this video, we delve into the genesis of a groundbreaking product in the Tableau World: Tableau Templates. The conversation begins with the origins of the idea, exploring why the creators, Robert & Ludovic, decided to collaborate on this venture. The discussion then shifts to the evolution of the product. Throughout the video, the creators share their personal journeys with Tableau, discussing the challenges and triumphs they faced. This insightful discussion is not just about a product; it’s a deep dive into the minds of seasoned experts in the field of analytics and design, offering valuable lessons on patience, collaboration, and innovation in product development. Whether you’re a seasoned Tableau user or new to the platform, this video provides a unique perspective on creating value and pushing the boundaries in the world of data visualisation.LinksTableau UI Kit https://www.nudgebi.com/tableau-ui-kitTableau Templates: https://www.nudgebi.com/tableau-templatesTableau Public link : https://public.tableau.com/app/profile/nudgebi/viz/TableauTemplates\_17067231678050/WelcomeVideos & Playlists You Shouldn’t missWhat is Tableau: https://youtu.be/7Jl-RwkzqQ4How to Learn Tableau: https://youtu.be/ayc6AjOuQb0Tableau Desktop Crash Course: https://youtu.be/-Aj8IlC0IEATableau Prep Course: https://www.youtube.com/playlist?list=PLRfaJ7ZL0cF6JRvdxUV3FQSYG6OOH9EtaTableau Functions: https://www.youtube.com/playlist?list=PLRfaJ7ZL0cF7f6EQL-mGk63ElvpWzs2z- Tableau charts in 2 mins: https://www.youtube.com/playlist?list=PLRfaJ7ZL0cF7kHEdpAum7pccjQypzlabRTableau Desktop Crash course Playlist https://www.youtube.com/playlist?list=PLRfaJ7ZL0cF4fwAQFPvDMWxN\_xPFu2XujTimestamps0:00 Introduction01:29 Robert and Ludovic Introductions06:44 How did the collaboration kick off08:34 Where did the idea come from14:55 How they’ve kept Passion with Tableau18:05 Tableau Templates Explained21:18 Product Walkthrough27:17 Table of contents and layouts31:35 Product philosophy (no floating containers)35:26 The most detailed hierarchy I’ve ver seen37:35 No Hacks38:30 The Templates themselves41:34 Collapsing Containers51:37 A piece of Ludovic and Robert54:24 Building a dashboard with the Template1:05:29 It took only 5 Minutes!1:11:06 Viz extensions1:14:18 The role of Analysts in the future1:19:01 OutroJoin this channel to get access to perks:https://www.youtube.com/channel/UC7HYxRWmaNlJux-X7rNLZyw/join#tableau #salesforce #analytics #dataFollow me on Twitter: https://twitter.com/TableauTim My recording gear & what’s on my desk. https://kit.co/TableauTim/desk-setup My website: https://www.tableautim.com/ My Screen Annotation Tool: https://j.mp/3HWc4MjMy technology Channel: https://j.mp/3F0d28fShare feedback and Suggestions: https://tableautim.canny.io/suggestions----------(C) 2023 TN-Media LTD. No re-use, unauthorized use, or redistribution, of this video without prior permission.