Dashboard Best Practices 2016 v.2

What do business-users want?

Why Dashboards?

2 types of BI users

Dashboards for the BI Consumer

1 - Purpose

Who is the dashboard for?

What data do you need?

4 - Functionality

How will the dashboard be used?

Planning your dashboard

Make dashboards an engaging experience

Examine data further with

TooltipsDrill BrushingFiltersDate SliderSeries SelectionMap Zoom & Layers

2 - Summarize

Single subject area per tabDon't overwhelm

Summary to Detail

Display important metrics with KPIs

3 - Relevance

Is it relevant to your audience

5 - Visual Fit

Right chart to tell your story

6 - Layout

Allocate layout by importance - Before

Reports in the wrong order

Athlete Regional Metrics - wrong shape

Bubble - not wide enough to be clear

Campaign effectiveness - clear

Agency Sales over Time - too small

Heat Grid - clear

Allocate layout by importance - After

Athlete Regional Metrics - correct shape & size

Bubble - double width now, easier to read

Campaign Effectiveness - slightly more space

Agency Sales over Time - double width, easier to read

Heat Grid - clear

7 - Clarity

Titles

What does this chart represent?

Descriptions

Conditional Formatting

Rank Flag Camp Country Invoiced Profit Cost Rating % of Max1 Italy $8,882,013.53

2 Austria $7,447,954.66

3 USA $5,642,422.04

4 Australia $4,490,174.68

5 New Zealand $3,637,444.43

6 Japan $2,185,357.28

7 Germany $1,681,510.02

8 Canada $1,458,473.15

9 Armenia $1,296,521.07

10 Finland $1,145,911.31

Colours to highlight extremesIcon alertsFlags

Annotations and Reference Lines

Use annotation sparinglyAnnotations get more attention Higher dwell time

8 - Consistency

Consistency

9 - Trust

10 - Share

Any Platform, Any Device

Data-Driven Decisions