Design Data Visualizations & Dashboards For Insight & Action
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
- 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:
Identify User Roles & Needs
Evaluate Metrics & Key Performance Indicators
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.
Who this course is for:
- Analysts, developers or anyone creating data visualizations or dashboards for other people (employees, managers, C-suite)
- People working in Business Intelligence, IT, Big Data who have to translate data into digestable and actionable visuals
- Tableau, Power BI, MicroStrategy and other BI tool and platform developers who want to improve dashboard adoption
Lyndon is an experienced and certified Customer & User Experience practitioner, providing business and technology leadership as an expert in Customer and User Experience Strategy and Design. He has over 20 years of hands-on experience leading and delivering UX consulting engagements for clients across industries including Allstate, American Express, Coca-Cola, Disney, General Motors, Merrill Lynch, and Wal-Mart.
User Experience Certifications include User Experience Analyst (CXA) & Usability Analyst (CUA) certifications from Human Factors International, and User Experience Master Certification from Nielsen Norman Group