When you work with Tableau professionally, one thing is inevitable: Sooner or later, you’re going to inherit a dashboard that someone else built. If you’re lucky, it’ll be a dashboard from a reliable team member who is still around to answer questions. If you’re less lucky, it’ll be from someone who left the company and can’t help you out. Hopefully there’s some documentation to help you out, but often there isn’t.
So where do you start? In this post, I’ll share the five steps I always take when inheriting a dashboard from another developer, plus some handoff tips for your own dashboards to prepare to pass them on one day.
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