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PRESENTED BY
George Firican
UBCTUG  UBC Tableau User Group
Best practices for powerful dashboards
UBCTUG http://meetup.com/UBCTUG
Quick presenter intro
http://ca.linkedin.com/in/georgefirican
https://twitter.com/georgefirican
Now:
 Data Quality Manager  Development & Alumni Engagement (UBC)
Past:
 10+ years experience in education, software/web development and e-
commerce industries
 7+ years Business/Technical Analysis & Project Management
UBCTUG http://meetup.com/UBCTUG
Dashboard
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.
By Stephen Few
UBCTUG http://meetup.com/UBCTUG
Key characteristics of a dashboard
 Fits on a single computer screen
 Shows the most important performance indicators/measures
 Data updated without the users involvement
 Incorporates certain level of interactivity (optional)
UBCTUG http://meetup.com/UBCTUG
Key characteristics of a powerful dashboard
1. Objectives-focused and relevant
2. Current
3. Accessible
4. Visual and interactive
Optimized to speed the evaluation of strategic, analytical, and
operational objectives.
UBCTUG http://meetup.com/UBCTUG
1. Objective-focused and relevant
 Determining the metrics to
include
 Know the objective
 Select the metrics that
your users understand
 Select the truly
necessary metrics
UBCTUG http://meetup.com/UBCTUG
2. Current
 Ensure the underlying data is
up-to-date
 Determine what the date
range of the data should be
 Out-of-date data will lead to
bad decisions
UBCTUG http://meetup.com/UBCTUG
3. Accessible
 Ease of access
 Web based
 Multiple devices
 No more than one
authentication
UBCTUG http://meetup.com/UBCTUG
4. Visual & interactive  A photo = 1k words
 Picture is worth a thousand words
 Human process of comprehension
and insight is faster with
visualization
UBCTUG http://meetup.com/UBCTUG
4. Visual & interactive - Medium
 Consider consumption medium
 Desktop
 Mobile
 Static
UBCTUG http://meetup.com/UBCTUG
4. Visual & interactive - Views
 Top-left area
holds most
important view
 Max 4 panes
 Z pattern
 Higher to lower
detail
 Top to bottom
 Left to right
UBCTUG http://meetup.com/UBCTUG
4. Visual & interactive - Filters
 Close to the main view
 Right hand side
UBCTUG http://meetup.com/UBCTUG
4. Visual & interactive - Filters
 Use quick filters sparingly
 They query the entire data
 Can be expensive
 Use relevant filters
 Use context filters
 Pre-filtered and faster results
 Action filters
UBCTUG http://meetup.com/UBCTUG
4. Visual & interactive - Legends
 Allows the usage of colors
 Place close to its
corresponding view(s)
 Custom shapes  same size
UBCTUG http://meetup.com/UBCTUG
4. Visual & interactive  Titles and captions
 Use them!
 Avoid acronyms
UBC = University of British Columbia OR the Ubiquitin C gene
UBCTUG http://meetup.com/UBCTUG
4. Visual & interactive - Annotations
UBCTUG http://meetup.com/UBCTUG
4. Visual & interactive - Annotations
 Call attention to specific marks, points
or areas
Advice
 Format
 Use sparingly
 Dont add them over areas requiring
interaction
UBCTUG http://meetup.com/UBCTUG
4. Visual & interactive - Tooltips
 Add details without visually overloading
the dashboard
 Make them dynamic
Advice
 Format tooltips at the end
 Use a common font
 Use formatting option to highlight
 Include measure units and names
UBCTUG http://meetup.com/UBCTUG
4. Visual & interactive  Overall format
 Make it aesthetically pleasing
 Be consistent
 Use color wisely (keep in mind black & white printing and
colorblindness)
 Avoid pie charts for one to many comparisons
 3D charts offer no increase in viewer comprehension
 Dont use the same chart type twice
UBCTUG http://meetup.com/UBCTUG
Recap
 Choose current metrics that matter
 Make it simple to access
 Keep it visual and interactive
UBCTUG http://meetup.com/UBCTUG
Recommended books
 Information Dashboard Design: The Effective Visual
Communication of Data (Stephen Few)
 Effective Dashboard Design (Gail La Grouw)
 Business Dashboards: A Visual Catalog for Design and
Deployment (Nils Rasmussen, Manish Bansal, Claire Chen)
UBCTUG http://meetup.com/UBCTUG
Thank you!
UBCTUG http://meetup.com/UBCTUG

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UBCTUG - Best practices for powerful dashboards

Editor's Notes

  • #4: A way of communicating important information at a glance. Dashboardinsight.com Stephen Few - Information Dashboard Design: The Effective Visual Communication of Data He has over 20 years of experience as an IT innovator, consultant, and educator. As Principal of the consultancy Perceptual Edge, Stephen focuses on data visualization for analyzing and communicating quantitative business information. He provides consulting and training services, speaks frequently at conferences, and teaches in the MBA program at the University of California in Berkeley.
  • #5: All the visualizations fit on a single computer screen (scrolling to see more violates the definition of a dashboard) Shows the most important performance indicators/measures to be monitored Data automatically gets updated without any involvement from the user. The frequency of the update will vary by the organization and by purpose. The most effective dashboards have data updated at least on a daily basis Incorporates certain level of interactivity such as filtering and drill-down, but these types of actions should not be required to see which performance indicators are under performing.
  • #6: Displays relevant and current data Optimized to speed the evaluation of strategic, analytical, operational needs
  • #7: Choosing which metrics to include in the dashboard is important. Above all, they must be metrics that matter and that are relevant to the job at hand. But that doesnt mean every metric should be include. Knowing the objective is CRITICAL. Be sure you can clearly explain how every metric on your dashboard connects to organization objectives.
  • #8: Make sure that the data underlying your dashboard is up-to-date so that your selected metrics reflect current business challenges. File-based distribution youll have synchronization issues (people reading old versions) and the security of your data may be a bit more cumbersome.
  • #10: Dan Murray urges not to build grids or pivot table looking dashboards and use visuals instead
  • #12: Place your most important view in the top left as this is where the human eye is naturally drawn and where your user will look first. Chained interactivity or when one view filters the next make sure you structure them top to bottom and left to right.
  • #13: Interactive, highly visual dashboards enable your audiences to perform basic analytical tasks, such as filtering the views, drilling down and examining underlying data all with little training. Viewers need to be able to literally get the big picture from the dashboard that everyone sees and then be able to drill down into a view that tells them what they need to know to get their jobs done. Place your filters close to that view, preferably on the right hand side (you can do this by using the layout containers).
  • #14: Using them promotes interaction Keep in mind that when using a quick filter, a query is created and the entire data is probed so it can be expensive. So only use relevant filters and take out the ones that are not frequently used as it will improve load time Dan Murray avoid quick filters Use context filters instead. the results are pre-filtered and they are proportionally faster
  • #15: A legend will allow you to use colors to your advantage, while making sure your audience knows what theyre looking at. Place your legend close to that view. Avoid eye movements away from data view.
  • #16: Depending on wholl be looking at your reports, be sure theyll know what each graph means. Consider, Jersey, Jamaica Red, Florida.油These words all come from the same category, but if you didnt know I was listing breeds of cattle you might think I was having a problem with Geography.
  • #21: Dashboards have become popular in recent years as uniquely powerful tools for communicating important information at a glance. Although dashboards are potentially powerful, this potential is rarely realized. The greatest display technology in the world won't solve this if you fail to use effective visual design. Tableau offers the technology to make powerful dashboards. And if a dashboard fails to tell you precisely what you need to know in an instant, you'll never use it, even if it's filled with cute gauges, meters, and traffic lights. Choose metrics that matter. Keep it current or dont bother Make it simple to access and use Keep it visual. Make it interactive