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Hello, I am excited to present DashGuide,  

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a system for authoring dashboard 
tours that can guide dashboard users.

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Dashguide is a web-based system and works with any 
dashboard hosted in Tableau Public’s service. The  

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dashboard in this example visualizes different 
metrics from web traffic data for a website.

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Consider the scenario that the author of this 
dashboard wants to create a guide that can  

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explain the charts in the dashboard. To create 
that guide, the author can click on the record  

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button which opens a modal. The author can 
choose a communication goal and optionally  

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provide special instructions and a title for the 
tour. For this example, let’s choose “dashboard  

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composition and semantics” as the goal. 
After hitting the start recording button,  

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we can start interacting with the dashboard 
to create the tour. Each interaction in the  

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dashboard creates a placeholder step on the 
left-hand side. The author can continue to  

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interact with the dashboard to add new 
steps. After completing the interactions,  

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the author can click on this button again to stop 
recording. The system prompts GPT-4 to generate  

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titles and descriptions for the steps. We can now 
see the completed guide on the left-hand side.

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Once we have the initial guide, we can play back 
the original interactions by clicking on the play  

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buttons placed on the left-hand side of each 
step. This plays back the original interaction  

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while placing the title and description for 
the step as an overlay near the location of  

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the interaction. The author can move forward 
or backward in the dashboard tour and adjust  

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the position of the overlay. The author can 
refine this initial tour in multiple ways.

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For example, the author can provide an instruction  

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to shorten the descriptions in the 
tour and ask the LLM to regenerate.

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After regenerating, notice that 
the descriptions are now much  

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shorter than previous descriptions. 
Satisfied with the updated version,  

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the author uses the play button at the top to 
see the tour in consumer view. This feature  

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will hide everything except the dashboard, 
and start the guide from the beginning.

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There are several other features available in 
DashGuide that authors can use to create tours  

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quickly while exercising their creative  

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freedom. Let’s look at another 
example to see other features.

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The dashboard in this example analyzes 
flavors such as strawberry, orange, peach,  

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etc. in fruit snacks. Consider that the dashboard 
creator wants to author a dashboard tour showing  

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some insights. Contrary to the first example, 
the author selects “data facts” as goal this  

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time. The author then interacts 
with the charts to create the tour.  

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Notice that the created tour focuses 
on explaining the numbers and facts.

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Suppose, the author has decided to explain 
the jitter plot in the middle as people may  

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not know what a jitter plot is. The 
author opens the setting for the step,  

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changes the goal to “dashboard composition and 
semantics”, and asks the LLM to regenerate the  

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step. The revised step explains 
the jitter plot and its encoding.

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The author can add new steps by clicking on the 
record icons in between the steps. For example,  

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the author can click on the record button at 
the end to insert new steps in this position.  

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The author can then interact with the dashboard 
to add the new steps. The author can also add a  

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step without any interactions, for example by 
prompting the LLM to introduce the dashboard's  

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purpose. The steps without interactions 
appear differently than the steps with  

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interactions in the tour. Finally, it 
is possible to manually edit or write  

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the steps. The author just needs to open 
the setting for a step and edit the text.

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Following the similar process, DashGuide 
can be used to author dashboard tours for  

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a wide variety of dashboards. Please see 
our paper for more details. Thank you!

