DASHBOARD DESIGN - University Of Illinois · 2017-12-14 · CQI Dashboard Design Workshop 8 Static Interactive A single dashboard A series of matching dashboards Excel Google Sheets

Ann K. Emery | www.annkemery.com November 7, 2017

CQI Dashboard Design Workshop 1

DASHBOARD

DESIGNANN K. EMERYWWW.ANNKEMERY.COM

Ann K. Emery www.annkemery.com

Take Your Skills to the Next Level





TechnoServe, http://www.technoserve.org/blog/lasting-solutions-2016-impact-report



http://www.technoserve.org/blog/lasting-solutions-2016-impact-report





What We’re Covering

Journals

Appendices

Reports

Policy briefs

One-pagers

Press releases

Slide decks

Social media

Infographics

Dashboards

Static

Interactive

Single

Series of Matching Dashboards

Compare Categories

Make Before/After Comparisons

Monitor Trends Over Time

Track Progress Towards Goals

Content Strategy

Dashboard Types

Dashboard Content

Start with a Table

Declutter

Group Data into Categories

Separate with White Space

Add a Visual(s)

Write User Onboarding Language

Apply a Text Hierarchy

Brand with Fonts and Colors

Dashboard Design




Who Are You Trying to Reach, and How?Audience Analysis & Content Strategy

Diagram by Rakesh Mohan, http://annkemery.com/rakesh-mohan-on-getting-the-attention-of-your-audiences/

Who’s My Audience?

Audiences

Funders

Agency/program officials

Stakeholders affected by the program or policy

Big policymakers/decisionmakers

General public

Press/media

Other evaluators/colleagues


http://annkemery.com/rakesh-mohan-on-getting-the-attention-of-your-audiences/



1. What’s going well? What’s not going well?

2. Did we reach our goals? Why or why not?

3. What increased over time? Decreased? Remained the same?

4. What’s surprising? What unfolded as expected?

5. Which information needs to be shared with others? Who else needs to see this?

What’s Worth Visualizing?


How Many Points in Time?

48% 50%

16%

70%

63%

85%

2004 2010

48% 50%

16%

70%

63%

85%

2004 2006 2008 2010’11 ‘12 ’13 ’14 ‘15 ‘16 ‘17 ‘11 ‘12 ’13 ‘14 ‘15 ‘16 ‘17




Strategic

Operational

How Many Points in Time?


Reports Executive Summaries

Press Releases

Appendices

One-Pagers

Live Presentations Dashboards Infographics

Which Format is Best for Each Viewer?




What Type of Dashboard Will You Build?

4 Dashboard Types and Their Tools

Stephen Few, http://www.perceptualedge.com/articles/Whitepapers/Rich_Data_Poor_Data.pdf

“A dashboard is a visual display of the most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can be monitored at a glance.”

Stephen Few’s Definition




Static Interactive

A single dashboard

A series of matching

dashboards

ExcelGoogle SheetsNumbers (?)

TableauRetc.

Excelwith VBA code ordrop-down menus

TableauRetc.

Dashboard Types and their Tools


Global Environment Facility, https://www.thegef.org/sites/default/files/documents/Corporate%20ScoreCard%20Oct%202016.pdf

A Single Static Dashboard


https://www.thegef.org/sites/default/files/documents/Corporate ScoreCard Oct 2016.pdf



Great for producing matching dashboards


A Series of Matching Dashboards

A Series of Matching Dashboards with Drop-Down Menus

National Home Visiting Resource Center, https://www.nhvrc.org/wp-content/uploads/NHVRC_Yearbook_2017_Final.pdf


https://www.nhvrc.org/wp-content/uploads/NHVRC_Yearbook_2017_Final.pdf




http://www.technoserve.org/our-work/impact#portal

Interactive dashboards with Tableau

What Will Your Dashboard Show?

15 Ideas for Dashboard Content

http://www.technoserve.org/our-work/impact#portal



Narrow Down the Dashboard’s Focus


Compare Categories (Stacked Bars)





Compare Categories (Heat Table)


Before/After (Deviation Bars)



Monitor Changes Over Time (Trend Lines)


Track Progress Towards Goals (Progress Bars)





Track Progress Towards Goals (Target Lines)

Combo




Combo


Combo




How Can You Design the Best Dashboard of All Time?!

8 Data Visualization Tips

❶ Start with a Table




❷Declutter


❸Group Data into Categories




❹ Separate with White Space


❺Add a Visual(s)




❻Write User Onboarding Language


❼Apply a Text Hierarchy




❽Brand with Fonts and Colors


Small Edits, Big Difference


Documents

DASHBOARD DESIGN - University Of Illinois · 2017-12-14 · CQI Dashboard Design Workshop 8 Static Interactive A single dashboard A series of matching dashboards Excel Google Sheets