Project Management

How To Use Tableau for Project Management? Read on To Know

Charts and graphs that display a large amount of data concisely and clearly are the project manager’s best friend. Project tracking software helps the managers to aggregate and generate graphs on a dashboard in the fastest way, and further assists them in sharing project health with their team members. If you are looking forward to implementing one such robust project management tool, then Tableau is the one for you. Tableau is not only an excellent tool for analyzing and exploring data but is one of the best project management software too. In this article at TechnologyAdvice, Forrest Brown provides tips on getting the most out of Tableau for project management needs.

Simple Techniques to Use Tableau to Manage Projects

Connect Your Project Data to Tableau

Combine the project data from any source in Tableau by importing the files. You will then be able to see a table that matches your Excel spreadsheet. Tableau helps in editing the data like renaming fields, pivoting, and more without making changes to the underlying Excel file. Additionally, you do not have to worry about duplicating efforts to track your project data.

Customize Your View

Under Tableau, you can present your data using bars, maps, and shapes. But, for managing project data, the Gantt Bar mark type is the best bet. “You can either build the Gantt chart out manually by dragging and dropping dimensions to the appropriate rows and columns, or you can apply the Gantt Bar mark type to visualize your project,” says Forrest. Further, you can embed the Gantt chart wherever necessary so others can view and interact with it.

Keep Your Team on Track

The interactive Gantt chart gives your team access to the project details they require. These details are available in any browser on any device. Further, with web authoring available in the browser, your team members can make most out of the shared project management data.

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Nivedita Gopalakrishna

Nivedita Gopalakrishna is currently working as a Content Specialist with CAI. She has more than eight years of experience in blogging, copywriting, and ghost-writing. Nivedita started her career as a reporter/sub-editor in one of the reputed newspaper organizations in India. She went on to pursue her career as a content analyst in an Indian-based company, Brickwork India Pvt Ltd. Nivedita has assisted several overseas clients with SEO-friendly content for B2C copies, blogs, product descriptions, newsletters, sales letters, e-books, and research papers. When she is not at her computer, you can find her either reading vintage novels or singing Indian classical music.

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