Dashboard Design Best Practices
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Monitors a Continuous Process At a Glance
Gauge Oriented
Managed P r o d u c t i o n
Dashboards
Analysis
Tables, Crosstabs, Charts, Graphs
Customization & Distribution Alternatives Parameter Driven
Ease of Development & Usage Paramount
Highly Formatted Guided Analytics
Programmer Developed
Line Developed
Depth & Quickness of Analytics Interactive Navigation Advanced Visualization Staff Developed
D i s c o v e r y
Visual Display most important information
objectives single computer screen monitored at a glance Information Dashboard Design By Stephen Few
Some are Better
Than Others
Specific – Clear on what is being measured Measurable – Accurate and consistent Actionable– Influence to alter the outcome Relevant– Significance and leverage Timely – Appropriate intervals
Key Data/Metrics In Context
Dense Information Not Cluttered
Access to Supporting Details
Zero Learning Curve Single Page Graphically Oriented
Highlight Exceptions
“Single Page” No Scrolling Nothing Hidden Linked Content
All Relevant Info One Place to Look Not Data Driven
“Graphical”
Better Dashboard Design
“Disparate Data”
Displays Patterns Abstract Data Minimal Grids
“Guided Analytics”
Domain Aware Leverages Knowledge
All relevant data/metrics Different perspectives It is not how much, but how well Easy to view, not an eye chart The Visual Display of Quantitative Information Edward R. Tufte
Non-essential ink should be removed Supporting ink (axis lines) = low visual impact
POP
Visual Cues Color Size Shape Boldness Position Icons
Dashboards are not an end unto themselves Guided Analytics
Contextual Content Updates Links to New Pages
Root Cause Analysis
Associated Layers
Update Dashboard Webparts
Hierarchical Drill-Down
Ad Hoc Analysis
Detail Reports
Diagrams
Scorecards Grids
Gauges
Tree Map
Charts
Maps
Decomp Tree And So Much More……
Color
A dashboard is not a painting Usefulness is Paramount
Icons are best used to: Replace data to save space Show variance or score
Scorecards are less about data and more about process
Score
Catalog Audited Accurate Approved
Budget Plan Forecast
Tolerances
Benchmarks
Scorecards
Perspectives
Initiatives
KPIs Metrics Measures Data
Organize
Time Series oriented
Comparison Oriented
Part to Whole
http://www.symcorp.com
If the dashboard is not visually appealing, people will not go to it If the dashboard is not effective and practical, people will not use it
1 Page – 6#s
Pretty Yes! Useful?
What is fun the first time Might be boring the 100th time Too Dense?
Trellis Charts
Great Data-Ink Ratio
Effective Mixing Of Charts & Values
Introduction of Sparklines & Bullet Graphs
Small Multiples
A bullet graph is a variation of a bar graph developed by Stephen Few. Seemingly inspired by the traditional thermometer charts and progress bars found in many dashboards, the bullet graph serves as a replacement for dashboard gauges and meters
Symmetry’s Variation Sales Costs Black Bar = Value Green/Red Bar = Target Blue Pointer = Last Year
Useful in showing regional components Maps are great for demographics
Impact grids can be effective Be careful of charts within a map
Hard to set gauge scale for the general case
When using a set of gauges expected value should be straight up
Best for continuous process Poor Data-Ink Ratio
Process Diagram
Balanced Scorecard Strategy Map
Diagrams are underutilized Graphical Representations
Impact Diagram
Root Cause/Fishbone Diagram
The Visual Display of Quantitative Information Edward R. Tufte
A tiered set of dashboards based on role or function
A set of grids, graphs, or visualizations that examine a single metric
A set of detailed reports or ad-hoc analytics http://www.symcorp.com
Show Me the Numbers: Designing Tables and Graphs to Enlighten
Information Dashboard Design: The Effective Visual Communication of Data
The Visual Display of Quantitative Information, 2nd edition
http://www.perceptualedge.com/
http://dashboardspy.com/ www.symcorp.com
Questions?
www.microsoft.com/teched
www.microsoft.com/learning
http://microsoft.com/technet
http://microsoft.com/msdn
Sign up for Tech·Ed 2011 and save $500 starting June 8 – June 31st http://northamerica.msteched.com/registration
You can also register at the North America 2011 kiosk located at registration
Join us in Atlanta next year
Gauge Oriented
Managed P r o d u c t i o n
Dashboards
Analysis
Tables, Crosstabs, Charts, Graphs
Customization & Distribution Alternatives Parameter Driven
Ease of Development & Usage Paramount
Highly Formatted Guided Analytics
Programmer Developed
Line Developed
Depth & Quickness of Analytics Interactive Navigation Advanced Visualization Staff Developed
D i s c o v e r y
Visual Display most important information
objectives single computer screen monitored at a glance Information Dashboard Design By Stephen Few
Some are Better
Than Others
Specific – Clear on what is being measured Measurable – Accurate and consistent Actionable– Influence to alter the outcome Relevant– Significance and leverage Timely – Appropriate intervals
Key Data/Metrics In Context
Dense Information Not Cluttered
Access to Supporting Details
Zero Learning Curve Single Page Graphically Oriented
Highlight Exceptions
“Single Page” No Scrolling Nothing Hidden Linked Content
All Relevant Info One Place to Look Not Data Driven
“Graphical”
Better Dashboard Design
“Disparate Data”
Displays Patterns Abstract Data Minimal Grids
“Guided Analytics”
Domain Aware Leverages Knowledge
All relevant data/metrics Different perspectives It is not how much, but how well Easy to view, not an eye chart The Visual Display of Quantitative Information Edward R. Tufte
Non-essential ink should be removed Supporting ink (axis lines) = low visual impact
POP
Visual Cues Color Size Shape Boldness Position Icons
Dashboards are not an end unto themselves Guided Analytics
Contextual Content Updates Links to New Pages
Root Cause Analysis
Associated Layers
Update Dashboard Webparts
Hierarchical Drill-Down
Ad Hoc Analysis
Detail Reports
Diagrams
Scorecards Grids
Gauges
Tree Map
Charts
Maps
Decomp Tree And So Much More……
Color
A dashboard is not a painting Usefulness is Paramount
Icons are best used to: Replace data to save space Show variance or score
Scorecards are less about data and more about process
Score
Catalog Audited Accurate Approved
Budget Plan Forecast
Tolerances
Benchmarks
Scorecards
Perspectives
Initiatives
KPIs Metrics Measures Data
Organize
Time Series oriented
Comparison Oriented
Part to Whole
http://www.symcorp.com
If the dashboard is not visually appealing, people will not go to it If the dashboard is not effective and practical, people will not use it
1 Page – 6#s
Pretty Yes! Useful?
What is fun the first time Might be boring the 100th time Too Dense?
Trellis Charts
Great Data-Ink Ratio
Effective Mixing Of Charts & Values
Introduction of Sparklines & Bullet Graphs
Small Multiples
A bullet graph is a variation of a bar graph developed by Stephen Few. Seemingly inspired by the traditional thermometer charts and progress bars found in many dashboards, the bullet graph serves as a replacement for dashboard gauges and meters
Symmetry’s Variation Sales Costs Black Bar = Value Green/Red Bar = Target Blue Pointer = Last Year
Useful in showing regional components Maps are great for demographics
Impact grids can be effective Be careful of charts within a map
Hard to set gauge scale for the general case
When using a set of gauges expected value should be straight up
Best for continuous process Poor Data-Ink Ratio
Process Diagram
Balanced Scorecard Strategy Map
Diagrams are underutilized Graphical Representations
Impact Diagram
Root Cause/Fishbone Diagram
The Visual Display of Quantitative Information Edward R. Tufte
A tiered set of dashboards based on role or function
A set of grids, graphs, or visualizations that examine a single metric
A set of detailed reports or ad-hoc analytics http://www.symcorp.com
Show Me the Numbers: Designing Tables and Graphs to Enlighten
Information Dashboard Design: The Effective Visual Communication of Data
The Visual Display of Quantitative Information, 2nd edition
http://www.perceptualedge.com/
http://dashboardspy.com/ www.symcorp.com
Questions?
www.microsoft.com/teched
www.microsoft.com/learning
http://microsoft.com/technet
http://microsoft.com/msdn
Sign up for Tech·Ed 2011 and save $500 starting June 8 – June 31st http://northamerica.msteched.com/registration
You can also register at the North America 2011 kiosk located at registration
Join us in Atlanta next year
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