Dashboards that are automatically fed with the latest data are one of the main ways we can ensure that everyone within an organization has access to the right information at the right time. Communicating insight is not just about giving people access to the data, but also about making it clear and easy to read what that data is.
Dashboards are a way for you to organize previously saved stories and combine with other contextual items such as text, images, and embedded content.
Creating visually appealing and relevant dashboards is an important way for a creator to engage with an audience to deliver insights.
You can create and manage dashboard pages in My Dashboards area which can be accessed through browse. Learn more about My Dashboards.
In this article
1. Dashboard design overview
Considerations when designing your dashboard
a) Who is your target audience?
Each dashboard should be designed for a particular user group with the specific aim of assisting recipients in the business decision-making process.
b) Define the content
Consider what information should be included in each dashboard, including the filters. Determine the number of items on each dashboard and the number of dashboards needed.
Keep in mind:
The complexity of analyses e.g. guard-railing views that limit items from being available in specific dimensions.
The complexity of visuals, e.g. animations.
The sheer number of views can also make a dashboard more complex.
c) Define navigation paths
Think about how dashboard users can drill down and back to change the focus of their analysis by moving between levels of information. Determine the required paths to link up each dashboard.
Keep in mind:
- The complexity of navigation paths, e.g. different users seeing different views
- The sheer number of navigation pathways can also make a dashboard more complex.
d) Define the production process
Identify the data source or sources you want to include in your dashboards. Think about the data structure as well as the required manipulation including construction and bases. Confirm design requirements and brand guidelines.
Keep in mind:
The complexity of data, e.g. if the data is not in a way that is conducive to the type of analyses required from it, the time required to manipulate the data introduces additional complexity.
The complexity of the content, e.g. are calculations required to construct the required content.
e) Other Suggestions
Build out a section of the dashboard for initial review before completing the final deliverable.
To make pages look great, we enlist design services. Contact firstname.lastname@example.org if you want to learn more.
2. Dashboard canvas
To create a new dashboard you will need to browse to My Dashboards area and select the Create button. After naming your dashboard, select the Create button which will open a new blank canvas for you to design your dashboard page.
The dashboard canvas is a 120/120 grid or coordinate space.
One unit in the grid corresponds to one unit on the canvas.
The origin of this grid is positioned in the top left corner at coordinate (0,0). All items are placed relative to this origin.
The position of the top left corner of a given container becomes x units from the left and y units from the top, at coordinate (x,y).
Edit your dashboard
At the top right of the dashboard page, you will find the edit icon.
Selecting this icon will open the dashboard editing pane.
Under the dashboard editing pane, you will find the different container type options that you can include in your dashboard. These include: Text, Image, Chart and Embed.
After choosing a container type the General settings menu becomes available. This menu is context sensitive. Customization options will differ depending on the container type you are using.
You can display or hide the canvas guides as you design your dashboard.
Expand/Collapse edit pane
Selecting the icon allows you to expand and collapse the editing pane so you can fully see your dashboard canvas.
The Save button is at the bottom of the editing pane. Any change that you do to your dashboard page must be saved for it to be retained.
Where to from here?
Learn more about the containers and general settings