Have you ever seen a checklist for people to determine if they have designed a successful dashboard? I don’t think I have.
What would it contain? I was talking about Style Guides with a colleague, focusing especially on the excellent BBC Tableau Style Guide (it’s amazing: go check it out).
Looking beyond the style of a dashboard, what about the purpose?
Help me crowdsource a checklist a dashboard designer could use to ensure they’ve thought through exactly why they chose each design element. I could easily produce a beautiful BBC-style dashboard using the style guide, but how would I know it’s answering the right business questions?
What would a dashboard design checklist look like?
Which lead me to think: what questions could someone ask a dashboard designer to be sure they have thought about the purpose? I started with this list, what else would you add? This could easily be a self-assessment check list:
- What business question does your dashboard answer?
- Which charts show summary information? Which charts show detail information? Why?
- In what order will people read the components of your dashboard? Why?
For each chart on your dashboard:
- Why did you choose this chart?
- Is this chart showing summary or detail information? Why?
- What business question does it answer? How does it answer that question?
- How have you indicated key points that require further investigation
I need your help!
What questions would you add? How could you use questions to encourage a dashboard to critically look at their dashboard?
If you were a BI Manager, would you find a checklist like this useful? Would it be feasible to get all dashboard designers to answer these question during and after dashboard design?
Have you ever seen a dashboard design checklist?
Let me know your thoughts in the comments or on Twitter (@acotgreave).
Where did this image come from? Graphic Methods for Presenting Facts (1914) by Willard Cope Brinton.