How to Document a Tableau Dashboard

There are many ways to document your dashboard. You can use RapidDox, SugarCRM, Power BI, or a Predefined RS dashboard template. Then, you can deploy the template to multiple users. After the template is created, you should click Deploy current template to make it available for other users.

SugarCRM dashboard documentation template

SugarCRM dashboard documentation templates include a description of the various features of a SugarCRM dashboard. The templates are based on the dashboards of a user and can be applied to any number of users. The templates do not contain any data when they are initially loaded, and the user must click on the “Load dashboard data” button to add data.

Sugar dashboards display data in a graphical form. This makes them highly customizable and eliminates the need to trawl through individual accounts to find a particular piece of information. The SugarCRM dashboard opens with a Dashlet box. This displays available modules. From here, you can select a chart that you would like to display in the dashboard.

SugarCRM offers close to 100 preconfigured reports. These reports summarize all standard modules and can be accessed by users according to their role. Users can also modify standard modules or add new reports. The Reports module contains several reports relating to sales and marketing, including Activities, Leads, Opportunities, and Leads.

SugarCRM dashboards can be reassigned to multiple users. The Assigned To field can be updated at any time. It is recommended to reassign dashboards to different users before deleting them. This will preserve dashboard access in the event that the user’s account is deactivated.

A SugarCRM dashboard documentation template can be configured and provisioned with the help of a CA AppLogic system dashboard. It is important to note that the SugarCRM template application includes parameters that are not mentioned in customer requests. These parameters are set through the SugarCRM administration interface. If the customer does not specify any parameters, default values are used.

Predefined RS dashboard templates

The Predefined RS dashboard documentation templates provide a structure for creating an RS dashboard. A typical template includes four evenly-spaced panel stacks, a text field for the title bar, and a panel stack at the bottom. In addition, the template provides additional formatting options. Users can change the height and width of the section to fit their needs, and they can even delete the title bar.

Templates can also have different canvas properties, resize mode, and font settings. In addition, they can include an image that can be used as a banner or as a background frame for the visualization. The templates can also contain notes and screenshots, as well as other information. When you’re done, you can save and reuse the template.

Predefined RS dashboard documentation templates are easily accessible on the dashboard’s metric-level documentation. There are several predefined templates, including a Blank Document template. This template creates a traditional document, while the Blank Dashboard template provides a full-screen view. In addition, templates make it easy to create detailed reports of dashboard metrics.

Documentation is important. Without it, a user will be unsure of what the information in a dashboard means. Therefore, documentation should include detailed descriptions of the metrics and how they are calculated. Furthermore, documentation should also include citations to any contributors of the data used to create the dashboard.


Using a RapidDox dashboard documentation template can cut eight to twelve hours off the documentation process. This can free up your time to focus on data analysis. In addition, it can reduce the cost of documentation by hundreds of dollars per dashboard. The documentation template is a simple and easy-to-use tool.

With RapidDox, you can add a variety of sections and fields to your documentation. This template enables you to organize and format the information you need, as well as include screenshots. Additionally, you can easily customize sections and hide unused fields. You can even exclude information that is not related to your dashboard or that would clutter the document.

RapidDox is easy to use and integrates with Tableau workbooks. It automates the documentation process and can be used for any number of data sources, including a database. Rapiddox also gives you detailed information about custom SQL used, calculated fields, parameters, groups, and sets. These insights can help you improve your Tableau dashboard performance and accuracy.

Documentation for a dashboard is essential for providing context to viewers. Dashboard documentation should clearly explain the different components of the dashboard. It should include definitions for key metrics and explain how they affect the data. In addition, it should cite contributors of data. It should also include contact information for queries, questions, and requests for changes to data.

Power BI

Before you begin to create a Power BI dashboard, you’ll want to know what you’re going to do with the Power BI report. This will allow you to create a more organized report. It will also help you avoid any potential problems that may occur when you’re building a new dashboard.

Power BI documentation is the first step in any project. It is the quickest way to get started. Creating a document is probably the easiest part, especially for those new to the software. There are a variety of tools and templates that you can use to document Power BI reports and dashboards, and using a documentation template is the easiest way to get started.

Before you start building a Power BI dashboard, you’ll need to understand the business objectives and data sources. To do this, you need to develop a business requirements summary. This document should provide an overview of the BI solution and translate the business strategy into operational terms. It should also identify the types of users that will interact with the dashboard, and describe the call-to-action that users will need to take after viewing it. You’ll also want to create a freestyle sketch of the final dashboard, including selected visualizations, KPI, and additional information.

Power BI dashboards can be customized to display shared content. You can create a home page for the dashboard and then organize the content in different ways. The home page, for example, contains tabs for new clients, testing, documentation, and preparing content.


Documentation is an essential part of any Tableau dashboard. Documentation can help users troubleshoot problems and make dashboard updates easier. Documentation is like insurance for your dashboard: you never realize how important it is until you need it. Documenting your dashboard should be one of your top priorities and should always be updated to reflect new features and techniques in Tableau.

When creating a dashboard, keep in mind the type of audience for your data. For example, if the dashboard is intended for executives, you may want an overview/KPI tab that allows for minimal interaction. On the other hand, if you’re designing a dashboard for analysts, you may want a tab that offers a wide range of filters.

Another way to document your dashboard is by using a Tableau style guide. The style guide will give you specific guidance on various visualization types and offer templates for each. It’s a good idea to follow a style guide to ensure your dashboard has a consistent look. It’s also a good idea to use the same design elements across all visualizations.

The first thing you need to do when creating a Tableau dashboard documentation template is to choose a font. The font should be an official font for your organization. The official font may be determined by your organization’s branding guidelines, or it may be up to you. It’s important to select a web-safe font for your dashboard. A web-safe font is one that renders the same way on any device.

It’s also a good idea to document your logic and thinking as you work with a workbook. This will ensure that other users are not left in the dark.

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