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
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 2
Ann K. Emery www.annkemery.com
Take Your Skills to the Next Level
TechnoServe, http://www.technoserve.org/blog/lasting-solutions-2016-impact-report
Ann K. Emery www.annkemery.com
Take Your Skills to the Next Level
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 3
Ann K. Emery www.annkemery.com
Take Your Skills to the Next Level
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
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 4
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
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 5
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?
Ann K. Emery www.annkemery.com
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
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 6
Strategic
Operational
How Many Points in Time?
Ann K. Emery www.annkemery.com
Reports Executive Summaries
Press Releases
Appendices
One-Pagers
Live Presentations Dashboards Infographics
Which Format is Best for Each Viewer?
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 7
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
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 8
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
Ann K. Emery www.annkemery.com
Global Environment Facility, https://www.thegef.org/sites/default/files/documents/Corporate%20ScoreCard%20Oct%202016.pdf
A Single Static Dashboard
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 9
Great for producing matching dashboards
Ann K. Emery www.annkemery.com
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
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 10
Ann K. Emery www.annkemery.com
http://www.technoserve.org/our-work/impact#portal
Interactive dashboards with Tableau
What Will Your Dashboard Show?
15 Ideas for Dashboard Content
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 11
Narrow Down the Dashboard’s Focus
Ann K. Emery www.annkemery.com
Compare Categories (Stacked Bars)
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 12
Ann K. Emery www.annkemery.com
Compare Categories (Heat Table)
Ann K. Emery www.annkemery.com
Before/After (Deviation Bars)
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 13
Monitor Changes Over Time (Trend Lines)
Ann K. Emery www.annkemery.com
Track Progress Towards Goals (Progress Bars)
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 14
Ann K. Emery www.annkemery.com
Track Progress Towards Goals (Target Lines)
Combo
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 15
Combo
Ann K. Emery www.annkemery.com
Combo
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 16
How Can You Design the Best Dashboard of All Time?!
8 Data Visualization Tips
❶ Start with a Table
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 17
❷Declutter
Ann K. Emery www.annkemery.com
❸Group Data into Categories
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 18
❹ Separate with White Space
Ann K. Emery www.annkemery.com
❺Add a Visual(s)
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 19
❻Write User Onboarding Language
Ann K. Emery www.annkemery.com
❼Apply a Text Hierarchy
Ann K. Emery www.annkemery.com
Ann K. Emery | www.annkemery.com November 7, 2017
CQI Dashboard Design Workshop 20
❽Brand with Fonts and Colors
Ann K. Emery www.annkemery.com
Small Edits, Big Difference
Ann K. Emery www.annkemery.com