Creating Great Dashboards - Beyond the Colors & Fonts

Post on 05-Dec-2014

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Walk through the fundamentals of effective dashboard design and learn how to customize them to fit specific user requirements. This presentation was created in partnership with Alchemy50.

Transcript of Creating Great Dashboards - Beyond the Colors & Fonts

BEYOND THE COLORS & FONTS

P R E S E N T E D BY A LC H E M Y 5 0

1 5 - M A Y - 2 0 1 4

C R E A T I N G G R E A T D A S H B O A R D S

T O D A Y ’ S S P E A K E R S

Ryan AndersonFounder & Creative Director

Mark LockwoodProduct Marketing Manager

ALCHEMY50

F O U N D E D I N 2 0 1 0

Alchemy50 is an award winning application studio located in NYC.

We are experts in user experience and analytical applications.

A L C H E M Y 5 0 S P E C I A L I Z E S I N :

P R O D U C T S T R AT E GY

CO N C E P T UA L D E S I G N

P R OTOT Y P I N G

U I / U X

W I R E - F R A M I N G

B R A N D I N G

H T M L / C S S

M O B I L E D E V E LO P M E N T

G R A P H I C D E S I G N

DATA V I S UA L I Z AT I O N

C R E A T I N G E F F E C T I V E D A S H B O A R D S

1 . D E F I N E T H E P U R P O S E

What is a dashboard and why create one?

Dashboards are data visualizations meant to answer a

series of questions in a clear, concise manner.

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Why are dashboards important?

C R E A T I N G E F F E C T I V E D A S H B O A R D S

There is too much information to efficiently analyze without visualization

C R E A T I N G E F F E C T I V E D A S H B O A R D S

Dashboards inform your audience with strategic insights to run their

business or organization

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People’s time is precious, if your dashboard is not effective, they’ll

go back to excel :(

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Value - Is it useful? Usability - Is it easy to use?

Adoptability - Is it easy to get started? Desirability - Is it engaging?

C R E A T I N G E F F E C T I V E D A S H B O A R D S

But what if i don’t know the

questions?

Your must engage your audience

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2 . E N G A G E T H E A U D I E N C E

Get your audience involved early on, make sure they understand the task and why it’s important.

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Define each question and the information that will answer those questions.

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Map out the workflow for each view - ensure the right pieces are present to answer the question.

C R E A T I N G E F F E C T I V E D A S H B O A R D S

Create diagrams so that your audience and team can see what you are looking to build, analyze

the flow

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If you make a mistake in the flow, now is the time to change it - gets harder the farther you go

with errors.

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What if you can’t engage your audience?

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Learn as much about them, review similar initiatives, send things past them anyway, speak with similar people

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Continually share the status

and where you’re at with

your thinking

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3 . B E G I N L A Y O U T … O N P A P E R

Once you’ve engaged your audience, understand what they

need, and mapped the information, you can begin

wireframe mockups

C R E A T I N G E F F E C T I V E D A S H B O A R D S

Know the grid.

C R E A T I N G E F F E C T I V E D A S H B O A R D S

The use of a Grid will help visual digestion of information

Form vs. Chaos

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Pick the right grid…based on your audience

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take into account the devices your dashboard will be viewed from

C R E A T I N G E F F E C T I V E D A S H B O A R D S

Don’t worry about the components themselves, focus on the visual

structure your dashboards

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Make sure elements that are needed to answer the question are present

in each view

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C R E A T I N G E F F E C T I V E D A S H B O A R D S

Circulate wireframes back to your audience -

!

“A picture is worth a 1,000 words!”

4 . S E L E C T T H E R I G H T C O M P O N E N T S

You can do the first steps correctly and still mess up this part…

C R E A T I N G E F F E C T I V E D A S H B O A R D S

Don’t pick components based on “how cool they look”

C R E A T I N G E F F E C T I V E D A S H B O A R D S

Components have a specific purpose, select the right one

C R E A T I N G E F F E C T I V E D A S H B O A R D S

Follow your brand guidelines for color and limit the number of colors and graphical elements

C R E A T I N G E F F E C T I V E D A S H B O A R D S

The difference between goodand bad dashboards…

C R E A T I N G E F F E C T I V E D A S H B O A R D S

C R E A T I N G E F F E C T I V E D A S H B O A R D S

C R E A T I N G E F F E C T I V E D A S H B O A R D S

C R E A T I N G E F F E C T I V E D A S H B O A R D S

C R E A T I N G E F F E C T I V E D A S H B O A R D S

C R E A T I N G E F F E C T I V E D A S H B O A R D S

C R E A T I N G E F F E C T I V E D A S H B O A R D S

C R E A T I N G E F F E C T I V E D A S H B O A R D S

C R E A T I N G E F F E C T I V E D A S H B O A R D S

!

• Know why you’re building a dashboard • Engage your audience • Keep your audience involved by iterating through process • Use the grid • Pair up the right components with the data • Leave off unnecessary elements • Make sure your dashboard answers the questions!

I N S U M M A R Y

F O R M O R E I N F O R M A T I O N

salesteam@logianalytics.com

www.logianalytics.com/start-your-free-trial

S I G N - U P F O R F R E E T R I A L

ALCHEMY50

www.alchemy50.com