One of the most important benefits of data visualization is that it allows users to access huge amounts of data in an easily digestible format. Discover our 10 principles.
Users must be able to see what is available to them (offer a tour with a welcome widget for example). You can also highlight the main actions available on your dashboard.
Make insights actionable
a. Show data that is relevant to the user and helps taking accurate decisions faster, reducing operational risk.
b. Where applicable, the user should be able to download data, charts and graphs to enable use in other forums (i.e., CRM system, executive presentation).
c. Where possible, clearly describe for the customer actions that can be taken based on the results of the visual (i.e., consider eliminating processing bottlenecks where higher processing days exist)
Use color with intent, it must have meaning
Use color as part of the visual language and to convey meaning. Use of color should be consistent across dashboards.
Green and red are commonly associated with positive/negative outcome.
Make design modular, design in terms of re-usable widgets.
Clearly define data-changes as obvious visual indications that the change is good or bad. Enhance readability and understanding of the data changes in a clear and visible way.
Format of visualization
Put power in users’ hands to set priority and format of visualization that makes most sense to them. Allow users to customize and adapt the visualization to their needs.
Show underlying data
Be able to show the underlying data view without losing your place. Provide ways to drill-into and explore underlying data by navigating in an intuitive way, without losing the context and the important metrics at sight.
Must show data relative to the role of the person that is using it. Use empathy to understand and show data that is relevant for a particular role.
Third party widgets
Should accept 3rd party widgets (APIs & UI elements inherit theme) into our dashboard.
“At a glance”
Recent/Important changes and actions need to be obvious. Where possible, clearly describe for the customer actions that can be taken based on the results of the visual (i.e., consider eliminating processing bottlenecks where higher processing days exist).
To learn more about our data visualization guidelines, take a look at the charts and dashboard pages.