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AINO TUOMINEN SPEAKER Business Analytics Consultant @Solita twitter: @ainotuominen M.Sc. in Engineering, B.A. in Arts Working in consulting / analytics and planning since 2006 Bachelor thesis about dashboards design process 2014

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AINO TUOMINENSPEAKER

Business Analytics Consultant @Solitatwitter: @ainotuominen

M.Sc. in Engineering, B.A. in Arts

Working in consulting / analytics and

planning since 2006

Bachelor thesis about dashboards design

process 2014

DASHBOARD DESIGNDesign Process and Data Visualization for Dashboards

“The purpose of visualization is insight, not pictures.”Ben Schneiderman, Human-computer interaction lab, U.

of Maryland

CONTENTS

How to Create a Good Dashboard

Data Sources and Tools

What is a Dashboard1

3

2

WHAT DASHBOARD?What is a dashboard and how to design one

”What gets measured, gets managed.

Peter Drucker (?)

A DASHBOARDWhat is it, anyway?

Purpose:

to visually display the most essential

and actionable (real time)

information needed to achieve

objectives, on single view so that

the information can be monitored at a

glance.

HOW TO MAKE ONE?What should you consider when creating a dashboard concept

”The goal is to turn data into information, and information into insight.Carly Fiorina, Former CEO of HP

PROCESS IN 3 STEPS

THE USERPeople Before Features

• Who is your user?

• Why those personas need a dashboard?

• What brings value to the user?

• Where will they access the dashboard?

• When do you need the dashboard?

• How does the dashboard support your

organizational objectives?

YOU MUST HAVE AN INTIMATE

KNOWLEDGE OF YOUR USER TO

DESIGN FOR THEM.

STORY PRESENTATION

Flow of the story from left to right and from up down

(normally). Use visual aids to support the flow.

Flow

1

Present the relationship of the data in a clear way

Relationship

2

Group data meaningfully.

Grouping

3

A Year in review

DATA GRAPHS..

• Use graphs to:• Discern relationships between data series

• Identify patterns, trends and exceptions

• Present large data-amounts

• Choose graph type based on data

• Remove any component that is not

contributing to the message.KEEP IT SIMPLE!

ANSCOMBE’S QUARTET

• All the summary statistics you’d think to compute are close to identical.

• Plot these four data sets on x/y coordinate plane to be able to see the differences.

WHY GRAPHS?Graphs are good to identify patterns, trends and exceptions

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”Overview first, zoom and filter, then details-on-demand.

The visual information-seeking mantra, Ben Schneiderman

DESIGN PROCESS

Presentation Methods

2

What presentation methods are

available in the selected technology

platform?

User / Information Content

1

What information is the user

looking for? What needs does he

have? What data is available?

?Data Scoping Tools

3

What tools are available that the

user can use to restrict the data on

screen

How to Use Color

6

How to use color to highlight the

most relevant information. Use

color for alerts and to guide to

action.

Visual Style

7

What choices should be made for

the visual style? Remember to

consider the brand guidelines. Also,

the visual style should not confuse

or introduce meaningless variety.

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Layout

4

What kind of layout supports the

story in a meaningful order? How to

bring out the most important key

metrics? It’s also good to apply the

golden ratio.

Drill Through

5

How can the user find more context

information for the data by drilling

through?

DESIGN PROCESS

” If the insight aren’t actionable your target audience won’t adopt the dashboard a decision-support instrument.

Lilian Pierson, the author of Data Science for Dummies

FUNCTIONALITYMake a choice what functionality supports your use case

Comparison Alerts Export / Print

Responsiveness Mouse Over Drill Down Filters

Use colors to highlight what is important or to

group what belongs together. Avoid

unnecessary confusing use of different colors.

Careful with colors

Gauges are not very effective. They have no

value to compare with. There are better and

more effective visualizations available than

gauges that also take up less space.

No more gauges

Increase the ratio between data to ink.

Highlight what’s important, leave out all

effects that are just decorative.

Less is more!1

3

2

8 TIPSfor Better Dashboards

Production

Orders

Orders 1,2 k€

1,2 k€

Orders

If you want to compare two series, like targets and

actuals, you can also show and highlight the difference.

Highlight negative values to bring out the anomaly.

Show the difference

The pie chart is very popular but it’s not very effective.

It’s difficult to compare the pie sizes.

No more pies

With a bar chart, always allow the vertical axis to start

at zero (0) to prevent graphs from being wrongly

interpreted.

Start at zero4

6

5

8 TIPSfor Better Dashboards

A horizontal bar is often the best choice

when long labels are used or when you

want to show the hierarchy.

Different angle

Use a neutral dashboard and use highlights to

immediately show what is really important.

Highlight important7

8

8 TIPSfor Better Dashboards

”If you can’t explain it simply, you don’t understand it well enough.Unknown

INEFFECTIVE1

The presentation does

not create insight, or the

data does not promote

action.

MEANINGLESS2

The presentation

introduces

meaningless variety

or data.

CONFUSING3

Confusing the user

with poor

presentation.

3 COMMON PITFALLS

Dashboard Design Mistakes

Too many colorspoor readability3D effects

Small fontConfusing color

Lack of graphsSmall fontToo much colorLack of space

1

KEY DATA IN CONTEXT

2

DENSE INFORMATION,

NOT CLUTTERED

3

HIGHLIGHT EXCEPTIONS

4

ZERO LEARNING

CURVE

5

ACCESS TO SUPPORTING

DETAILS

A GOOD DASHBOARDA Good Dashboards is Graphic Oriented and a Single Page

AGILE DESIGN PROCESSApply agile design• Iterate through client testing to improve

usability and relevance

• Observation in real situations with real users is better than just asking questions

• Collect user statistics if possible

• Test, test, test, … All the time if possible

SOURCES AND TOOLS?What kind of tools, platforms and data sources are available?

PLATFORMS• In a typical project the data source is

given and often the tools can be from the same vendor.

• You should first evaluate the platform. Understand the basic structure and responsive nature of the platform.

GARTNER

PLATFORMS

Freeboard

Mozaïk

Dashbuilder

Grafana

Stashbord

Pentaho

Birt

Etc, etc…

IBM Cognos Analytics

Tableau

Birst

Microsoft Power BI

Qlik Sense

SAP BusinessObjects Design Studio and Lumira

Google Analytics Solutions

IBM Watson Analytics

Geckoboard

DashThis

HappyMetrix

DataPine

Dash

Kipfolio

TOOLS..

• The concept and a prototype can be created with i.e. Adobe Illustrator + Invision / Adobe XD

• There are Open Source tools for data visualizations like Java script libraries.

• Many companies offer free trial periods, like Power BI, SAP Lumira, Tableau.

..

• Preferably real time data (but sometimes near real time is good enough)

• Data from your: • Cloud application?• Computer or a file sharing

service?• Database?

DATA SOURCES

ANALYTICS IS KNOWLEDGE IS

POWER.