Expert answer: Designing Meaningful Dashboards
Solved by verified expert:Designing Meaningful Dashboards This week, you have been introduced to dashboards and how they can be used in the business world. As with the other graphic presentations you have examined, dashboards are only as good as their design. You have been given suggestions for designing dashboards with ideas on what should be included and avoided. In this Application, you will have the opportunity to consider the design process. For this application, in a 2- to 3-page paper: Identify the key metrics for a process used in your own business or one you are familiar with.What suggestions would you provide for designing a dashboard to best display key metrics?What type of dashboard would you suggest the business use?What are the key variables involved in the visual perception? References: Few, S. (2012). Show me the number: Designing tables and graphs to enlighten. Oakland, CA: Analytics Press. Chapter 8, “Table Design” Chapter 9, “General Graph Design” Ballou, B., Heitger, D. L., & Donnell, L. (2010). Creating effective dashboards: How companies can improve executive decision making and board oversight. Strategic Finance, 91(9), 27-32. Retrieved from the Computers & Applied Sciences Complete database. This article discusses effective design of dashboards through defining requirements, and understanding assumptions and metrics for short-term decision making. Bremser, W. G., & Wagner, W.P. (2013). Developing dashboards for performance management. The CPA Journal, 83(7), 62-67. Retrieved from the Business Source Complete database
designing_meaningful_dashboard.pdf
formatting_dashboard_and_layout_matter.pdf
Unformatted Attachment Preview
Expenditure
Expenditure
August
$6,637
$1,300
$1,300
$1,200
$1,000
$1,500
$6,300
$6,625
$6,050
$3,500
$3,000
$2,500
Politics
Entertainment
Business
Local
Politics
$2,000
Business
$1,500
Entertainment
Local
$1,000
Marketing
Expenditure
$7,550
$12,000
Politics
Business
Entertainment
Local
Marketing
Monthly Expenditure
September
October
November
December
Section Total
$1,500
$1,650
$1,700
$1,400
$7,550
$1,500
$1,225
$1,250
$1,362
$6,637
$1,000
$1,350
$1,100
$1,400
$6,050
$1,450
$1,515
$1,370
$1,290
$6,625
$1,500
$3,000
$3,000
$3,000
$12,000
$6,950
$8,740
$8,420
$8,452
$38,862
Total
Marketing
$500
$0
August
October
November
December
Expenditure
Ad Revenue
Ad Revenue
August
$8,400
Politics
Business
Entertainment
Local
Monthly Revenue
$1,200
$1,100
$1,050
$500
$3,850
$6,750
September
October
November
December
Section Total
$1,050
$1,800
$2,500
$1,850
$8,400
$950
$1,260
$1,500
$1,800
$6,610
$1,000
$1,200
$1,500
$2,000
$6,750
$600
$1,000
$1,100
$1,500
$4,700
$3,600
$5,260
$6,600
$7,150
Total
$26,460
$6,610
$3,000
$2,500
$2,000
Politics
Business
$1,500
Politics
Entertainment
Business
Local
Entertainment
$1,000
Local
$500
Ad Revenue
$4,700
September
$0
August
November
December
Ad Revenue
August
27,000
20,100
24,000
7,000
Politics
Business
Entertainment
Local
September
26,700
24,000
22,400
6,700
October
November
36,000
45,000
22,800
29,400
27,000
33,000
9,600
10,000
December
28,500
48,000
54,000
23,000
Total
160,400
144,300
60,000
50,000
40,000
Politics
30,000
Politics
Entertainment
Business
Local
Business
Entertainment
20,000
Local
10,000
0
August
September
October
November
December
Unique Visitors
Section Total
163,200
144,300
160,400
56,300
524,200
Unique Visitors
163,200
October
Unique Visitors
Unique Visitors
56,300
September
Copyright © 2008 Stephen Few, Perceptual Edge
Page of 11
Dashboards can keep people well informed of what’s going on, but most barely scratch the surface of their
potential. Most dashboards communicate too little, and what they display, they display poorly. This is primarily
a failure of design. To present information in a way that people can rapidly monitor, fully understand, and
effectively respond to, we cannot format the appearance of information nor lay it out on the screen in just “any
ol’ way.” Dashboards are usually required to display a great deal of somewhat disparate information in a limited
amount of space (a single screen). It is challenging to squeeze all this information onto the screen without
ending up with a cluttered mess. To avoid this unfortunate outcome, we must follow visual design principles
for formatting and arranging information on the screen. We must organize information into meaningful groups
and do so in a way that features what’s most important. Even aspects of design that you might assume
are unimportant, such as the positioning and sizing of items on the screen, can dramatically undermine the
effectiveness of a dashboard when visual design principles are ignored.
Fortunately, the best practices for dashboard formatting and layout are easy to learn. They are also easy
to implement—if you happen to use software that supports the necessary level of formatting and layout
functionality and flexibility. It is a sad fact that most dashboard products do not. CenterView from Corda
Technologies, however, is a pleasing exception.
To present information in a way that people can rapidly monitor, fully understand, and
effectively respond to, we cannot format the appearance of information nor lay it out on the
screen in just “any ol’ way.”
Common Failures in Dashboard Formatting and Layout
I’ll begin by clarifying my use of the terms formatting and layout. Formatting involves anything we do that
affects the visual appearance of a dashboard’s content. Formatting can be applied to a section of text, a table
of data, a graph, an icon, or anything else that appears on the dashboard. Formatting manipulates visual
attributes of the things on display, such as their color, size, and thickness, as well as the presence or absence
of components that may or may not be needed, such as gridlines on a graph. For instance, we might want to
assign a distinct color to an alert icon and make it bright so it can be used to draw attention to particular items
on a dashboard. Layout includes everything we do to position, group, or in some manner order units of content
on the screen. For example, we might want to place a particular graph in a prominent location to make it stand
out as important or be the first thing that people notice.
When I review the effectiveness of dashboards, which I do quite often—both those that were created by
software vendors to promote their products and those created by organizations to do real work—I encounter
many of the same formatting and layout problems again and again. Here’s a list of nine of the most common
problems I come across, which you would do well to avoid:
. Positioning content in places that don’t fit its importance
2. Positioning content in places that fail to support its use
. Including items that serve no useful purpose
. Sizing content larger than it deserves
. Separating content excessively
6. Visually featuring content and other items more than they deserve
. Failing to visually link contents and other items that are related
8. Visually suggesting links between contents that are not related
. Enforcing a rigid symmetrical grid
Copyright © 2008 Stephen Few, Perceptual Edge
Page of 11
In 2006, I judged a data visualization competition for DM Review magazine. Contestants were asked to create
separate graphical solutions to five business scenarios, one of which involved creating a sales dashboard.
I provided the data and left contestants to their own devices to create solutions, letting them know that I
would evaluate them solely on their ability to communicate the information accurately, clearly, and rapidly.
It was interesting to see how differently the contestants envisioned the dashboard solution. For most of the
nine dashboard design problems that I’ll cover in this paper, I’ll use dashboard solutions submitted to this
competition to illustrate what we ought to avoid.
1. Positioning Content in Places that Don’t Fit Its Importance
We look at some regions of a computer screen more than others. Prominent screen real estate can be used to
feature important content. This opportunity is wasted when we place is less important content in these valuable
regions. The importance of each piece of information that will appear on a dashboard should be weighed
relative to all others and this hierarchy of importance ought to be considered when deciding what goes where.
In the following example, this was not done.
Placing a legend in the upper left corner of the dashboard—the most expensive real estate available—to
explain what the colors green, orange, and red mean, gives this information prominence it doesn’t deserve.
Few people would need to read this legend more than once. Assuming that it must take up permanent
residence on the dashboard, it would be better placed in less prominent location.
Copyright © 2008 Stephen Few, Perceptual Edge
Page of 11
The relative prominence of screen space on a dashboard can be divided into quadrants, as shown in the
following illustration. Whenever possible, place information that is considered most important in the upper left
hand region and that which is least important in the lower right hand corner.
Emphasized
Neither emphasized
nor de-emphasized
Neither emphasized
nor de-emphasized
De-emphasized
2. Positioning Content in Places that Fail to Support Its Use
Some pieces of information on a dashboard belong together because they are closely related in the minds of
those who view them. Positioning these pieces of information apart from one another can cause confusion and
make it hard to see related facts holistically. Others pieces of information belong close to one another because
they need to be compared. Positioning them apart from one another complicates this process. The following
example illustrates a simple, surprisingly common, but easily avoided example of this problem. Look at the two
bar graphs on the right. Now look for their titles. They are located just to the right of the bar graph on the left,
much closer to it than to the graphs that they describe. Don’t force people to work this hard to associate items
that belong together.
Copyright © 2008 Stephen Few, Perceptual Edge
Page of 11
Sometimes the information on a dashboard is most useful when it is viewed in a particular sequence. For
instance, a dashboard that is used to monitor processes that consist of sequential steps, usually presents
what’s going on most effectively when it is arranged in a way that encourages people to view information in
that sequence. Even when the information does not correspond to a sequential process, some facts only make
sense when others are known, so they should be arranged to support the construction of understanding, one
building upon the other, in this sequence.
3. Including Items that Serve No Useful Purpose
Dashboards are supposed to keep people informed about what’s going on. Their purpose is not to entertain or
to provide dashboard developers an opportunity to impress people with their wizardry or artistic talents. There
is certainly nothing wrong in and of itself with a dashboard being enjoyable to use or beautiful to look at, but
this goal should never override its ability to serve as an effective medium of communication. If the information
displayed on a dashboard is important to the people who use it, more than anything else they want to acquire
that information as quickly, clearly, and accurately as possible. Anything we include on a dashboard that
doesn’t serve this objective undermines it by wasting useful screen space and distracting from the information
people rely on to do their jobs.
Take a look once again at the dashboard in the section above and notice how little actual information it contains
compared to the available space, much of which was given to photos of strangers, the dashboard’s title, and
the cute phrase “everybody on the same page,” which only a member of the marketing department could love.
Some of the frequent space wasters and eye distractors that I find on dashboards include:
The organization’s logo, splashed boldly across
the most prominent real estate on the screen
Assuming that the dashboard is used within an
organization, do the people who use it need to be
reminded that they work for Company X? When
you run an internal meeting, do you spend the
first few minutes telling people the name of the
company for which they work? Not likely.
Decoration in the form of photographs, abstract
art, background images, and so on
Art has its place, but not on a dashboard.
Decoration that looks cute on day 1 becomes
annoying by day 2, because it robs space from
useful information.
Instructions or descriptions displayed as text,
which are needed only the first time someone
uses the dashboard and never again
Most dashboards are used by the same people day
in and day out. If the dashboard is well designed,
minimal instructions are needed on the first day to
explain how to use it. Don’t clutter the dashboard
with text that explains something that must only be
explained once and never again. Place instructions
of this type in a Help document that can be easily
accessed when it’s needed, perhaps through a
small help button located in some obscure corner
of the dashboard.
Copyright © 2008 Stephen Few, Perceptual Edge
Page of 11
The dashboard below illustrates the last of the three types of unnecessary content mentioned above:
instructions that are seldom needed.
As with all forms of communication, when people need information, it works best to tell them what they
need—no more and no less.
4. Sizing Content Larger than It Deserves
The size of something on a dashboard serves as a strong visual cue to its importance. If a particular section of
information is relatively less important than others, try to give it less space. In the following example, the sales
organization’s seven key metrics occupy the upper left quadrant of the dashboard, which they rightly deserve,
but the bar graph of the top customers, which is much less important, has been given the same amount of
space.
Begin by sizing each section of content as needed to be easily seen. Then, when everything has been laid out
on the dashboard, adjust the sizes of various sections to visually reinforce their relative importance.
Copyright © 2008 Stephen Few, Perceptual Edge
Page of 11
5. Separating Content Excessively
Dashboards should be seen more as a whole than a collection of individual parts. People use dashboards to
construct an overview in their heads—the big picture of what’s going on. We shouldn’t make this difficult by
fragmenting the information into little independent pieces. Many dashboards fragment onto separate screens
what ought to be shown together. Even information that all appears on a single screen is often visually
segregated unnecessarily. The is commonly done using borders—often quite dark and heavy—drawn around
each graph, each cell of a table, and so on. Notice the heavy-handed way the following dashboard has been
separated into little groups.
Besides borders, another way that content is sometimes divided is by using different fill colors in the
backgrounds of various sections. The following example illustrates this practice, which in this case is done to
great and unpleasant visual excess.
Copyright © 2008 Stephen Few, Perceptual Edge
Page of 11
We should only separate sections of content into groups when doing so enforces a meaningful relationship
that assists people’s understanding, visually joining information that makes most sense when viewed together.
When they’re needed, apply visual separators such as borders or fill colors with a gentle hand, making them
just visible enough to do the job and no more.
6. Visually Featuring Content and Other Items More than They Deserve
I previously mentioned how we should regulate the size of sections of information to suggest their relative
importance, but visual attributes besides size can be also be used to achieve this effect. For instance, if we
present most information using relatively soft and neutral colors, we could make particular sections stand out
by using bright colors. We could also put a border around a particular section, because all forms of visual
enclosure, borders especially, cause content to pop out, when used sparingly.
What I’m trying to say is that differences in the visual salience of items on a dashboard—anything visual that
makes something stand out—should never be arbitrary. Don’t highlight something that doesn’t deserve a high
level of attention. Notice, when looking at the following example, where your eyes are drawn.
No care was taken to balance the salience of items on the dashboard such that what’s most important stands
out above the rest. Perhaps your eyes were drawn to the pie charts because they’re so colorful. If so, that’s
unfortunate, because other information is more important. If you’re like me, your eyes were powerfully drawn
to the red X’s in the three line graphs. The purpose of the X’s is to mark the location of each value along
the line—something that isn’t even necessary to see the patterns of change through time, and definitely not
something that deserves to be highlighted.
Copyright © 2008 Stephen Few, Perceptual Edge
Page of 11
I frequently come across dashboards that display nearly everything in a visually salient manner. Bright colors,
3-D effects, dark borders, and other visual attributes are turned up to such a high level that my eyes can’t
decide where to look because everything competes for my attention. When everything is yelling, no voices
stand out, and the result is noise that no one wants to hear.
When everything is yelling, no voices stand out, and the result is noise that no
one wants to hear.
7. Failing to Link Content and Other Items that Are Related
We can’t always place items next to one another that are related or ought to be compared. In such situations,
however, we can make it easy for people to see these connections by visually linking the items, such as by
using common colors or subtle borders. Despite the fact that much is done right in the following dashboard,
most everything looks so much the same that items that ought to be grouped together are not linked in an
obvious way.
The top two rows of bar graphs display the key sales metrics, the third row the products, and the fourth row the
regions. Especially because all of these bar graphs look so much alike, something is needed to delineate these
three groups of objects. Something as simple as gray horizontal lines could have been use to make these
groups clearly visible and enforce the connections between related items that help people isolate what they’re
examining from the rest when they wish.
As much as possible, whenever things share the same meaning or belong together in some way, make the
relationship obvious by placing them together, enclosing them together, or giving them a similar appearance
that is unique.
Copyright © 2008 Stephen Few, Perceptual Edge
Page of 11
8. Suggesting Links between Content that Is Not Related
This problem is the flipside of the one above. When different items on a dashboard look alike in some way,
people tend to see them as related. We should be careful not to suggest relationships that don’t actually exist
in the data. In the following example, notice the orange and blue colors that appear in all four graphs:
(Note: This is the one dashboard example, which I’m using to illustrate poor design practices,
that was not submitted as part of the DM Review 2006 Data Visualization Competition. It was
provided by Corda.)
The sameness of these colors suggests shared meaning. These two colors do in fact share the same meaning
in three of the graphs—orange represents the Americas and blue represents Europe—but not in lower
right-hand graph, where orange represents “QTD Q/Q Growth” and blue represents “QTD Y/Y Growth.” This
problem could have been easily avoided by using different colors in the “Worldwide Units QTD Growth graph.”
We can’t always assign a different color to everything on a dashboard that means something different, because
doing so would often cause the dashboard to become colorful to a visually overwhelming degree. We can work
around this problem, however, by using neutral colors, such as black and various shades of gray, when we
don’t want people to associate the same meanings with every instance of those colors. People tend to assign
common meanings primarily to colors that stand out as distinct, which would not be the case with black and
grays if they appear frequently throughout a dashboard.
9. Enforcing a Rigid Symmetrical Grid
In the context of layout, grids are often used to divide a page or screen into specific rectangular regions for
specific purposes. Grids can be quite useful for creating consistency from page to page in a book or screen
to screen in a computer application or website. While it is useful for most dashboards in an organization to
be consistent in many aspects of their appearance (fonts, colors, the location of the Help button, the action
Copyright © 2008 Stephen Few, Perceptual Edge
Page 10 of 11
required to access details related to the high-level information that is on display, and so on), a dashboard’s
layout ought to be determined by the arrangement and sizing of objects that communicates the information
best.
The dashboard in the section above exhibits the kind of rigid layout that is rarely useful. Everyth …
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