My name is Kevin.

我叫凱文。

Just make sure that you're in the right spot.

只要確保你在正確的位置。

This is the spot for dashboard design tips.

這裡是儀表盤設計技巧的彙集地。

I'll be talking about dashboard design, info buttons, and toggle switches.

我將介紹儀表盤設計、資訊按鈕和撥動開關。

And let's get started.

讓我們開始吧

First things first, please make your purchase decisions of any Tableau products and service based on existing features and services.

首先，請根據現有功能和服務決定是否購買任何 Tableau 產品和服務。

This conversation may go well or not, it may be awesome or awful, it's too early to tell, so please make your purchase decision wisely.

這次對話可能順利，也可能不順利；可能很棒，也可能很糟糕，現在下結論還為時過早，所以請明智地做出購買決定。

With that said, I'd like to say thank you to all of you for attending the session.

在此，我想對各位出席會議表示感謝。

And let's talk a little bit about myself so that we can get to know each other a little bit better.

讓我們談談我自己吧，這樣我們就能更好地瞭解對方。

My name is Kevin, Kevin Wee.

我叫凱文，凱文-韋。

If we have any Mandarin speaking people here, it's Huang Kewen in Mandarin.

如果我們這裡有講國語的人，那就是講國語的黃克文。

And there's several things I'd like to know about myself before we start the session.

在會議開始之前，我想了解自己的一些情況。

First of all, I've been using Tableau for more than five years.

首先，我使用 Tableau 已經五年多了。

I'm currently the lead BI analyst at Discover Financial Services.

我目前是 Discover 金融服務公司的首席商業智能分析師。

I'm also a Tableau ambassador.

我還是 Tableau 大使。

That's just another word to say that when I'm not using Tableau at work, I use Tableau for fun to try to push the limit of the tool to see what it can do that's not commonly available at a moment.

這句話的另一個意思是，當我在工作中不使用 Tableau 時，我會把使用 Tableau 當做一種樂趣，嘗試突破工具的極限，看看它能做什麼，而這些都是目前不常見的。

I'm also a Tableau visionary.

我也是一個 Tableau 願景家。

That just means that I am very, very passionate in sharing my findings with all of you.

這隻能說明，我非常非常熱衷於與大家分享我的研究成果。

And I try to do that every year in a conference.

我每年都會在會議上嘗試這樣做。

So with that said, let's talk about what you may get out of the conference.

說了這麼多，讓我們來談談您可能從會議中得到的收穫。

This is the agenda.

這就是議程。

I'll start with the demonstrations of a dashboard that filled with buttons.

我先來演示一個佈滿按鈕的儀表盤。

Then we'll talk about how you may find good icon libraries for your own dashboard development.

然後，我們將討論如何為自己的儀表盤開發找到好的圖標庫。

I'll talk about a specific kind of button called icon buttons, and then a specific category of icon buttons called toggle switches.

我將介紹一種特殊的按鈕，叫做圖標按鈕，以及一類特殊的圖標按鈕，叫做撥動開關。

We'll end the session with giving you all learning resources so that you could use them to create your own business dashboards as well.

在課程的最後，我們將為你提供所有的學習資源，這樣你也可以用它們來創建自己的業務儀表盤。

Sounds good?

聽起來不錯吧？

Great.

好極了

Let's get started.

讓我們開始吧。

By the end of the session, you should be able to do the following.

課程結束時，您應該能夠做到以下幾點。

First of all, you should be able to find suitable icon libraries that are readily available to use for you for dashboard development.

首先，你應該能夠找到合適的圖標庫，這些圖標庫可以隨時用於儀表盤開發。

You should be able to create custom-shaped icons with good user interface, or UI for short.

您應該能夠創建具有良好用戶界面（簡稱 UI）的自定義形狀圖標。

These icons, some of them should have good parameter interactivity.

這些圖標中，有些應該具有良好的參數交互性。

Last but not least, you should be able to lease at least three applications of icon buttons in dashboard design.

最後但並非最不重要的一點是，在儀表盤設計中，你應該至少能租用三種圖標按鈕。

So with that said, please raise your hand if you have explained the same thing about a dashboard or a metric over and over again in the last couple of days.

是以，如果你在過去幾天裡反覆解釋過儀表盤或度量標準的相同內容，請舉手示意。

People just keep asking the same questions about a chart, a metric, a equation.

人們只是不斷地就圖表、度量標準、方程式提出同樣的問題。

Now raise your hand if you have had too many filters or parameters in a dashboard.

如果你在儀表板中使用過太多過濾器或參數，請舉手示意。

People just keep asking for more, but you only have limited real estate in the dashboard, a lot of you.

人們一直在要求更多，但儀表盤上的空間有限，很多人都是如此。

How many of you have tried to find good icons on internet, but you always ended up with something that you're not sure whether they're proper or professional, right?

有多少人曾試圖在互聯網上找到好的圖標，但最後總是找不到合適或專業的圖標，對嗎？

In a business context.

在商業背景下。

So today I'll try to help you solve all of these problems.

所以，今天我就來幫你解決所有這些問題。

Before I demo the dashboard, there are two notes I'd like to give to you and myself.

在演示儀表板之前，我想給大家和我自己做兩點說明。

First of all, a well-designed dashboard button should help the target users.

首先，精心設計的儀表盤按鈕應能幫助目標用戶。

They should be easily used by them, but not bedazzled them.

要方便他們使用，但不能讓他們眼花繚亂。

They shouldn't spend too much time looking at them.

他們不應該花太多時間去看它們。

And the second thing is, later, I'd like you to pay attention to the buttons.

第二件事是，稍後我希望你們注意按鈕。

In this session, charts are not a hero.

在本環節中，圖表不是英雄。

These are the buttons that changes the charts.

這些按鈕可以更改圖表。

We good?

我們還好嗎？

Cool.

酷斃了

Now let's look at what can actually be done with icon buttons.

現在，讓我們來看看圖標按鈕到底能做些什麼。

I have published this dashboard on my Tableau public account, and it's currently publicly accessible to all of you.

我已經在我的 Tableau 公共賬戶上發佈了這個儀表盤，目前大家都可以公開訪問它。

These are the three icon buttons that I will be demonstrating today.

這就是我今天要演示的三個圖標按鈕。

Number one, it's a hover button.

第一，這是一個懸浮按鈕。

So what does it do is when you hover your cursor on it, it will spill out an information about a dashboard or a chart.

當你把遊標停留在上面時，它就會顯示出儀表盤或圖表的相關資訊。

An example of use would be in the chart on the right side here, it has a fancy metric called punctual delivery rate.

右邊的圖表就是一個很好的例子，它有一個花哨的指標，叫做準時交貨率。

If you hover your cursor over it, you will read the definition of that metric.

如果將遊標懸停在該指標上，就會看到該指標的定義。

So this could be useful for all of those indexes, all of those rates in your company.

是以，這對貴公司的所有指數和費率都很有用。

The second kind of icon buttons that I'd like to introduce to you is called A-B switch.

我要向大家介紹的第二種圖標按鈕叫做 A-B 開關。

It lets you switch between setting A and setting B in the same chart when you click it.

點擊後，您可以在同一圖表中切換設置 A 和設置 B。

So here it tells you when you click it, it will switch from B to A. And when you click it again, it will switch back.

是以，這裡會告訴你，當你點擊它時，它會從 B 切換到 A。

So back and forth.

就這樣來來回回。

An example of this application would be you can switch the X metrics between two different metrics.

例如，您可以在兩個不同的指標之間切換 X 指標。

Currently, the X metrics for this chart is sales per order by category.

目前，該圖表的 X 指標是按類別劃分的每個訂單的銷售額。

When you click the icon, it will switch to profit per order by category.

點擊圖標後，將切換到按類別計算的每筆訂單利潤。

The third kind of button that I'd like to introduce to you is a special kind of A-B switches.

我要向大家介紹的第三種按鈕是一種特殊的 A-B 開關。

It's called on off switch.

這就是所謂的開關。

Basically you turn on or turn off a setting of a chart or a dashboard by clicking it like this on and off.

基本上，你可以像這樣通過點擊來打開或關閉圖表或儀表盤的設置。

It's pretty much like the light switch at your home.

這就像家裡的電燈開關一樣。

The example that I'm showing you here is sometimes when we compare the existing value with our plan value, like a target, like a forecast, we want to temporarily hide or show that forecast or that compared value.

我在這裡向大家展示的例子是，有時當我們將現有值與計劃值（如目標值或預測值）進行比較時，我們希望暫時隱藏或顯示預測值或比較值。

So with the on off switch, you can accomplish so.

是以，有了開關，您就可以做到這一點。

I know that all of this is very overwhelming with a lot of buttons on the screen, but now let's take a step back.

我知道螢幕上有很多按鈕，讓人眼花繚亂，但現在讓我們後退一步。

Let's talk about how do we actually get this icon buttons.

讓我們來談談如何真正獲得這個圖標按鈕。

On the screen here, we have two set of icons.

在螢幕上，我們有兩組圖標。

I'd like you to spend about five seconds to think which one set, which set is better for a professional business dashboard.

我希望你們花 5 秒鐘的時間思考一下，哪一套更適合專業商務儀表盤。

How many of you say the bottom one?

有多少人說下面那個？

How many of you say the top one?

有多少人說是最上面那個？

Awesome.

棒極了

We're in a good, we're in a good, we're in a good place.

我們的處境很好，我們的處境很好，我們的處境很好。

Oh, by the way, I'm not a graphic designer.

對了，我不是平面設計師。

I did not create any of this icons, but I do agree with you that icons on the top are better than the ones on the bottoms.

這些圖標都不是我設計的，但我同意你的看法，上面的圖標比下面的好。

So what exactly that make them better?

那麼，究竟是什麼讓它們變得更好呢？

According to Google material design, the icons that could be, should be used in a software or in our case, a dashboard, this should be simple in design, they should be easily recognizable.

根據谷歌材料設計的要求，軟件或儀表盤中使用的圖標應設計簡潔，易於識別。

That means that when you step at a very far and you can still figure out a small one, what do they mean without the text next to it.

這就意味著，當你走到很遠的地方，你仍然可以弄清楚一個小的地方，如果沒有旁邊的文字，它們是什麼意思。

And amongst the icons, they should have style consistency, meaning that the color should be similar.

圖標之間應保持風格一致，即顏色應相似。

If they have any line in it, their line weight should be similar, their thickness should be similar.

如果其中有任何線，其線的重量和粗細都應相似。

They should look like they belong in the same family.

它們看起來應該屬於同一個家族。

So in the past couple of months, I have gathered about 26 icons that I deem they could be commonly used in dashboard designs.

是以，在過去的幾個月裡，我收集了大約 26 個我認為可以在儀表盤設計中常用的圖標。

And then by the end of the session, you will get all 26 of them.

在課程結束時，你將獲得全部 26 項內容。

Okay, so stay tuned, sit tight.

好了，敬請期待，坐穩了。

Now let's get back to these buttons.

現在，讓我們回到這些按鈕上來。

And what do they actually do?

他們究竟在做什麼？

Let's compare these three buttons.

讓我們比較一下這三個按鈕。

They look so different, right?

它們看起來很不一樣，對吧？

But actually, they're all coming from the same starting point.

但實際上，他們的出發點都是一樣的。

All three buttons are actually one worksheet, like each of them is their own worksheet, with one custom shape mark overlap with a transparent shape.

所有三個按鈕實際上是一個工作表，就像每個按鈕都是自己的工作表，其中一個自定義形狀標記與一個透明形狀重疊。

For those who are not familiar with the term, a transparent shape is just a circle PNG file with zero opacity, or 100% transparency.

對於不熟悉這個術語的人來說，透明形狀只是一個不透明度為零或透明度為 100% 的圓形 PNG 文件。

You can export it and then import it to Tableau.

您可以將其導出，然後導入到 Tableau 中。

Basically all of them starting with this starting point, they're just two marks overlap with each other with a transparent circle being larger than the actual icon.

基本上所有的圖標都是從這個起點開始的，它們只是兩個標記重疊在一起，透明的圓圈比實際圖標要大。

And of course, we have some text in the tooltip.

當然，我們還在工具提示中添加了一些文字。

What else that they have in common?

他們還有什麼共同點？

All of them arguably have a better UI compared to one shape mark icon button.

可以說，與一個形狀標記圖標按鈕相比，所有這些按鈕都有更好的用戶界面。

So in this small icon here, this is just like one shape mark.

是以，在這個小圖標中，這只是一個形狀標記。

So why do we need to overlay it with a transparent circle and everything?

那麼，為什麼我們需要用透明的圓圈和其他東西來覆蓋它呢？

So you can see that usually when people create one custom shape icon, when you hover over it, you see the very ugly black outline, right, making it very hard to read.

所以你可以看到，通常當人們創建一個自定義形狀圖標時，當你將鼠標懸停在它上面時，你會看到非常難看的黑色輪廓，沒錯，這讓它非常難讀。

And then the second you move your cursor away from it, the tooltip text won't stay, it's just gone.

然後，一旦你把遊標移開，工具提示文本就會消失。

But if you hover over mine icon, you can move your cursor onto the tooltip, and when my hand's out, it's still up there.

但是，如果把鼠標懸停在我的圖標上，就可以把遊標移到工具提示上，當我的手伸出來時，它仍然在上面。

So in a meeting, it could be easy for you to demonstrate the dashboard.

是以，在會議上，您可以輕鬆演示儀表盤。

Last but not least, when you compare these three icons with the very original icon here, when you click it, it will have a lot of unrelatable command buttons above it.

最後但並非最不重要的一點是，當你把這三個圖標與這裡最原始的圖標進行比較時，當你點擊它時，它的上方會出現很多不相關的命令按鈕。

It's just ugly and it's just confusing.

這太難看了，也太令人困惑了。

They don't serve any functions here.

它們在這裡沒有任何作用。

But in my icon, when you click on them, not that there are no outlines, no ugly outlines, they're also very clean, doesn't have all of those command buttons.

但在我的圖標中，當你點擊它們時，並不是說沒有輪廓，沒有難看的輪廓，它們也非常簡潔，沒有那些命令按鈕。

So how do we accomplish them?

那麼，我們該如何實現這些目標呢？

I'll explain that later.

我稍後再解釋。

But with that, let's talk about their differences.

既然如此，我們就來談談它們的不同之處。

These three buttons, one of the major significant difference is that they have different informations in the tooltips.

這三個按鈕的主要區別之一是它們的工具提示信息不同。

The first one just tells you whatever useful informations you want, and the second one it tells you to switch to B or A, and the third one telling you to turn on or off a dashboard setting.

第一個只是告訴你任何有用的資訊，第二個告訴你切換到 B 或 A，第三個告訴你打開或關閉儀表板設置。

The last comparisons between these three buttons would be what would happen when you click on them.

這三個按鈕之間的最後一個比較點是，當你點擊它們時會發生什麼。

For the hover button, when you click on it, nothing would happen.

至於懸浮按鈕，當您點擊它時，什麼也不會發生。

And for the A, B switch, when you click on it, it won't change the shape, but it would change the text next to it and a parameter value.

至於 A、B 開關，當你點擊它時，它不會改變形狀，但會改變旁邊的文字和參數值。

And then for the on-off button, it'll just change everything.

而開關按鈕則會改變一切。

So how do we actually create them?

那麼，我們究竟該如何創造它們呢？

Let's go to my Tableau desktop, which you will also get the file by the end of the session.

讓我們轉到我的 Tableau 桌面，在課程結束前你也會得到文件。

Here, this is what I call a proto-button, the starting point of all three buttons.

這裡，這就是我所說的原型按鈕，是所有三個按鈕的起點。

You can tell that I just use min-zero as a placeholder to create the zero lines, and then I just place two custom shape marks overlapping with each other.

你可以看到，我只是用 min-zero 作為佔位符來創建零線，然後將兩個自定義形狀標記重疊在一起。

And to create that special kind of cleaner tooltip text, here are what I did.

為了創建更簡潔的工具提示文本，我做了以下工作。

For show tooltips, I select on-hover instead of responsive, so your tooltip will last longer.

對於顯示工具提示，我選擇的是 "懸浮時"，而不是 "響應時"，這樣工具提示的時間會更長。

And also, I unchecked the include command buttons option so that it doesn't have those weird command buttons show up when you click the button.

此外，我還取消了包含命令按鈕選項，這樣點擊按鈕時就不會出現那些奇怪的命令按鈕了。

So that's how you create a cleaner proto-button.

這就是如何創建一個更簡潔的原型按鈕。

So with this proto-button, all I did was I changed the circle to a transparent shape, and I hid all of those zero lines, and I changed the shape mark under it.

是以，對於這個原型按鈕，我所做的就是將圓形改為透明形狀，隱藏所有的零線，並更改其下方的形狀標記。

That is how I create the hover button.

這就是我創建懸停按鈕的方法。

So it's very simplistic, very clean.

是以，它非常簡潔，非常乾淨。

All it does is just tell you one information, one information about a dashboard.

它所做的只是告訴你一個資訊，一個關於儀表盤的資訊。

And here you will see that I have apple and oranges in the detail, and a lot of people will be like, why do you always have apple, oranges, pears, and strawberries in your dashboard?

很多人會問，為什麼你的儀表盤裡總是有蘋果、橘子、梨和草莓？

The thing is, this, even though the top layer is a transparent shape, when you click on it in the worksheet, sometimes it will still glitch out a little bit.

問題是，儘管頂層是一個透明的形狀，但在工作表中點擊它時，有時還是會出現一些閃爍。

So to prevent that, when I create the button in the dashboard action, I use something that

是以，為了避免出現這種情況，當我在儀表板操作中創建按鈕時，我使用了以下功能

I call highlight deactivation, or some of the DataFam leader, they call it a false highlight.

我稱之為高亮停用，或者一些 DataFam 領導人稱之為假高亮。

I make Tableau, when we click on that icon, we force Tableau to compare apple and orange.

我讓 Tableau 在點擊該圖標時強制比較蘋果和橙子。

And because apple will never equal to orange, it will default to show all value, so there will not be any white highlights or black highlights on the button.

由於 "蘋果 "永遠不會等於 "橙色"，所以默認情況下會顯示所有值，是以按鈕上不會出現任何白色或黑色高光。

So now the button seems very seamless, very integrable into your dashboard.

是以，現在這個按鈕看起來非常完美，與儀表盤融為一體。

Now let's look at some of the use cases for hover button.

現在，讓我們來看看懸停按鈕的一些使用案例。

Rather than showing the metric, or the metric definition, or SQL logic, or calculation formula, you can also show who is responsible for this chart, or who is responsible for the metric.

除了顯示指標、指標定義、SQL 邏輯或計算公式外，還可以顯示誰對該圖表負責，或誰對指標負責。

So that could be very useful.

是以，這可能非常有用。

And sometimes when your dashboard has some data issue, you can also show the data issue in a red alert.

有時，當儀表盤出現數據問題時，也可以用紅色警報顯示數據問題。

And then if you have the link to the JIRA ticket or Merrill ticket of someone's taking care of that issue at the moment, you can place it in the tool tip too, so that when people use the click to go to URL function in the dashboard, they may directly access to the current status of that problem.

然後，如果您有正在處理該問題的 JIRA 票據或美林票據的鏈接，也可以將其放在工具提示中，這樣當人們使用儀表板中的點擊轉到 URL 功能時，就可以直接訪問該問題的當前狀態。

So this could be a very useful case.

是以，這可能是一個非常有用的案例。

Now let's talk about A-B switches and on-off switches.

現在我們來談談 A-B 開關和開關。

They're actually very similar as I described earlier.

實際上，它們與我之前描述的非常相似。

For an A-B switch, you just need to place what I call a flip formula in the text.

對於 A-B 開關，您只需在文本中加入我所說的翻轉公式。

For those who are not familiar with the flip formula, it's basically telling us if the current parameter is A, then the answer is B. If the current parameter is B, then the answer is A. With the flip formula in the text, we can know what would happen, or which setting we could go to when we click it.

對於那些不熟悉翻轉公式的人來說，它基本上就是告訴我們，如果當前參數是 A，那麼答案就是 B；如果當前參數是 B，那麼答案就是 A。有了文本中的翻轉公式，我們就可以知道會發生什麼，或者點擊它後可以進入哪個設置。

And for an on-off switch, it's just building one layer above of it.

而對於開關來說，只需在其上建立一層即可。

Now in the text, it is showing you the current parameter, but we place the flip value in the tool tip.

現在，文本中顯示的是當前參數，但我們將翻轉值放在了工具提示中。

So now we know when we click it, it will turn off, but the current setting is on, and so on.

是以，我們現在知道，當我們點擊它時，它會關閉，但當前設置是打開的，以此類推。

And using dashboard change parameter function, we can use the button to control the parameter, and then the parameter control the chart.

使用儀表盤更改參數功能，我們可以用按鈕來控制參數，然後用參數來控制圖表。

Here are some of the examples.

下面是一些例子。

Like I said earlier, you can change a metric.

就像我之前說的，你可以改變一個指標。

In this use case, I'm changing the Y metric between monthly profit per order to monthly sales per order by clicking the icon.

在本例中，我點擊圖標將 Y 指標從每訂單月利潤改為每訂單月銷售額。

Oh, by the way, for those who looks a little bit confused, basically this is a button.

哦，順便說一下，對於那些看起來有點糊塗的人來說，這基本上就是一個按鈕。

These are the title of the chart.

這些是圖表的標題。

I just create a space holder so that I can float that icon above of it.

我只需創建一個空間支架，這樣就可以將圖標浮動到它的上方。

You can also switch between two breakout dimension.

您還可以在兩個突破維度之間切換。

So practically with the A-B switch, you can switch metrics, you can switch dimensions.

是以，實際上使用 A-B 轉換器，你可以切換指標，也可以切換維度。

These are practically everything, everything in Tableau.