Tableau Storytelling Workbook for a Board Presentation
Order views into a clear story with annotation.
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Plan a Tableau story or dashboard sequence for a board meeting. The message and decision: [MESSAGE_AND_DECISION]. Key numbers and views available: [KEY_NUMBERS_AND_VIEWS]. Time available: [MINUTES]. Create a sequence of five to seven points, each answering a question a board member would ask (what happened, why, so what, what should we do). For each give the title as a finding, the view, the annotation text in a full sentence of under 30 words, the number that matters, and the transition; check for jumps in logic. Calculate the numbers used (differences, percentages) with arithmetic, and use no number that is not traceable to the data I provided. Write the opening and closing lines, the questions the board may ask with brief answers, and the three numbers every board member should remember. Explain how to set up story points and annotations [VERIFY]. Plan B if the live workbook fails: exported images or a PDF.
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