Dashboard
10 best practices for building effective dashboards
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Know your audience: modulate the complexity against your audience’s level of expertise.
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Consider display size: consider the way your audience is going to consume your data. When designing for mobile, reduce the amount of interactivity. Stack content vertically for phone screens.
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Plan for fast load times: for optimisation tips, read here.
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Leverage the sweet spot: consider how your audience will ‘read’ your dashboard. Use the design (lines, white space, colours) to create a structure and guide the flow.
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Limit the number of views and colours: stick to two or three views in order not to overwhelm the reader. In case you need more, add other dashboards or use a story. Reduce the number of colours and use them intentionally.
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Add interactivity to encourage exploration: add filters and a search box, and highlight actions.
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Format from largest to smallest: from a formatting perspective, the hierarchy of a dashboard looks like this: 1. Theme; 2. Workbook; 3. Worksheet.
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Refining your dashboard: Tooltips are a useful way to reinforce the story. Remember to customise them and format accurately. The Viz in Tooltip feature augments your dashboards and stories with relevant data without introducing more clutter.
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Eliminate clutter: every element should serve a purpose: reduce the number of colours, lines and legends, and the amount of text if not necessary.
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Test your dashboard for usability.
Source: https://www.tableau.com/learn/whitepapers/10-best-practices-building-effective-dashboards#form