For maximum impact follow these simple principles and
guidelines when creating
DASHBOARDS.
The supporting excel file provides examples of how
leading MVP’s use these principles on a daily basis.
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Data distortion / misrepresentation
A chart may
be accurate but if the underpinning data is out
of context it’s pointless. Smoothed lines are
great for identifying trends but can be
misinterpreted as actuals.
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Aesthetics
Use easy to read fonts,
sizes and formats for text inputs. Ensure text
is proper (and not in upper or lower case).
Keep axis label
alignment horizontal as it’s easier to read.
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Simplicity
Keep charts as simple as
possible.
Inclusion of
unnecessary information pollutes key messages
and adds clutter. Ensure the chart is the focus
so the key messages are clear.
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Harmony
If you have multiple charts
in your dashboard ensure they have a similar
look and feel.
Avoid mixing formal
& informal charts.
Avoid overpowering
colours / themes styles.
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Best chart selection
Chart selection depends
upon the type of data you need to visualise and
the key message(s) you want to get across. eg
tracking trends & relationship : Pie
Column
Chart
Variations
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Overpowering 3D effects
They may look funky but
they should be avoided. They distract from the
simplicity and they distort data visually.
As a result they are
prone to confusion and incorrect interpretation.
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Audience
Who is your audience and
what key messages are important to them?
This determines
which style you use (formal or informal) and the
level of detail you contain within it.
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Removal of non-essential items
The more clutter you add to
a chart (gradient backgrounds, full bodied axis
lines, labels etc) the harder the chart will be
to read.
They also have
severe printing limitations.
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Dynamic / interactive charts
Great for providing your
audience with the ability to control the content
within a chart.
To prevent confusion
ensure controls are keep simple and intuitive to
control .
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Sensible scale and axis selection
Your scale / axis selection
can have make a significant difference to the
visual effect of a chart.
Incorrect selection
or categorisation will distort trends and
misrepresent the data.
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