Creating Great Dashboards - Beyond the Colors & Fonts
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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.
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
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
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
People’s time is precious, if your dashboard is not effective, they’ll
go back to excel :(
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
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
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
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.
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
Define each question and the information that will answer those questions.
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
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
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
If you make a mistake in the flow, now is the time to change it - gets harder the farther you go
with errors.
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
What if you can’t engage your audience?
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
Learn as much about them, review similar initiatives, send things past them anyway, speak with similar people
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
Continually share the status
and where you’re at with
your thinking
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
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
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
Pick the right grid…based on your audience
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
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
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
Make sure elements that are needed to answer the question are present
in each view
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
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
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