Training
Step 1: Plan
The Curious Case of Finding the “Who” – Set Your Dashboard’s Audience
Before you begin designing, you must first lay the groundwork. That’s why it makes sense to understand your dashboard’s audience and goals.
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Problems, Goals and Timing: Getting at the “What” of Your Dashboard Solution
Getting at the “what” of your dashboard is important for both sides of the designing table. Find out how to set expectations and timing goals.
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Why Focusing on Your Audience is Crucial in Dashboard Design
Communicating data is about the story you want to tell. Choosing the right one depends on your audience. You must think with the end in mind.
Read MoreStep 2: Scope
Discovering What Matters. Designing a Dashboard in Line With Your Client’s Goals
How can you show your customers that you share their values? If you’re a sustainable brand, green marketing might be able to help.
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Using Mental Models for Successful Dashboard Design
What do you need to build a tool that’s useful for your client? The idea is to understand how they will use the data to support their job.
Read MoreStep 3: Build
Manage, Discover or Tell a Story with Data: One Dashboard Does Not Rule Them All
When a client requests a dashboard, they might not know how many types there actually are. Knowing what they plan to do with the data helps decide which type to use.
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Layout in Dashboard Design: 3 Guidelines to Follow
Arranging information poorly is a common mistake when designing dashboards. Follow these 3 guidelines to establish a visual hierarchy.
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The Importance of Graph Choice in Dashboard Design
Choosing the right graph for your visualization depends on how accurately you want to display information. Different types of graphs make it easier to read certain types of information. How can you make the right choice?
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Goldilocks and the Three Graphs
Have you ever felt frustration when presenting visuals to customers? This handy visualization wheel helps both sides clearly express feedback.
Read MoreStep 4: Test
The Secret Ingredient in Building Great Dashboards Isn’t What You Think
If you get this one part of the process right, you’re 75% of the way there. Find out what the secret sauce is to building better dashboards.
Read MoreStep 5: Release
Training Day: What to Cover Before Dashboard Release
Getting users trained and ready to use a new dashboard is essential to successful release and ensuring that it gets adopted easily. What should you do?
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How do you know if your dashboard is ready? Check these 4 things first
Checking dashboard performance is a crucial step before you begin releasing it out to users. Here are 4 things to test before setting it free.
Read MoreStep 6: Monitor
Ultimate Dashboard Survival: Fending Off Zombies
The dreaded zombie dashboard. How do we avoid it? Here are 3 responsibilities of the new dashboard owner to ensure the data stays fresh and up-to-date.
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Keeping Dashboards Fresh – Why Every Dashboard Needs a Gardener
A lot of work goes into building dashboards. You need to set the stage so it doesn’t stagnate and become forgotten as the business changes and moves on.
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