Design Data Visualizations & Dashboards For Insight & Action

5 steps to design dashboards before building in Business Intelligence tools like Tableau, Power BI, MicroStrategy, Excel

Dashboards are popular way to make data digestible using data visualization. In the business world, dashboards can be a powerful way to communicate important information at a glance, monitor Key Performance Indicators (KPIs) and take action. However they often fail and have low adoption because they are not effective, useful or actionable. The most common reason is because people dive straight into building a dashboard in their Business Intelligence (BI) tool or Analytics Platform of choice before taking the time to design a dashboard that is meaningful for the user and provides them actionable insight.

What you’ll learn

  • Why jumping straight into building with BI tools or analytics platforms is a recipe for failure.
  • The 5 steps to design effective data visualizations and dashboards before any development.
  • Understand how people see information, and use that knowledge and principles of design to create effective and actionable dashboards.

Course Content

  • Welcome –> 1 lecture • 2min.
  • Introduction –> 4 lectures • 21min.
  • Step 1: Identify User Roles & Needs –> 2 lectures • 9min.
  • Step 2: Evaluate Metrics & Key Performance Indicators –> 2 lectures • 26min.
  • Step 3: Ideate Visualizations –> 3 lectures • 17min.
  • Step 4: Create Prototype –> 7 lectures • 1hr 8min.
  • Step 5: Validate & Iterate –> 2 lectures • 8min.
  • Wrapping Up Design –> 2 lectures • 8min.

Design Data Visualizations & Dashboards For Insight & Action

Requirements

  • None, since this course teaches the design principles and method for designing dashboards, not the technology.
  • No knowledge of BI tools or analytics platforms like Tableau, MicroStrategy, Power BI, or Excel needed.

Dashboards are popular way to make data digestible using data visualization. In the business world, dashboards can be a powerful way to communicate important information at a glance, monitor Key Performance Indicators (KPIs) and take action. However they often fail and have low adoption because they are not effective, useful or actionable. The most common reason is because people dive straight into building a dashboard in their Business Intelligence (BI) tool or Analytics Platform of choice before taking the time to design a dashboard that is meaningful for the user and provides them actionable insight.

I created this 5-step data visualization and dashboard design method to address these problems by applying the principles of User-Centered Design. Over the past decade, I have used it successfully and consistently for my Fortune 500 clients, irrespective of the BI tool or Analytics platform they were using, including Tableau, Power BI, or MicroStrategy. This method also works for more static data visualizations and dashboards in common tools like MS Excel and PowerPoint.

You will learn how to apply these 5 steps in a quick, concise and no-fluff format:

  1. Identify User Roles & Needs
  2. Evaluate Metrics & Key Performance Indicators
  3. Ideate Visualization
  4. Create Prototype
  5. Validate & Iterate

You will learn how to apply these 5 steps and design data visualizations and dashboards before beginning any development. This design process works for all BI tool or Analytics Platforms, and you do not need to be a developer. This course focuses how people consume information and shows you how you can apply design principles and steps to design dashboards and data visualization that can then be built in any technology.

If you are interested in improving your dashboards, data visualization, information visualizations as an analyst, project manager, designer, developer, this course will show you the 5 steps you should take to visualize data and make it effective, insightful and actionable.