The problem: we expect everyone to adapt and be able to analyze and explore our visualizations. The reality: you’re forcing end-users to adapt to the viz rather than adapting it to their needs. In this week’s episode of Data Stories Deep Dive, we’ll take an audience-first approach to dashboard creation with Microsoft MVP Tommy Puglia.
Key Insights from this episode:
– You need to know your audience when building a dashboard. Think about:
- What does your audience do? What is their role?
- Why are they coming to you? What do they need?
- What drives the decisions they make?
– Your visuals should behave like text does: context is key.
Is the visual help driving the decision? If it’s just nice to look at- then take it out.
- Everything in a dashboard should help drive a decision.
- Where can things go wrong in a dashboard?
- Too much focus on visuals and not on context.
- Don’t go too broad with your dashboard, have an audience in mind.
- Understand that not everyone is analytically minded.
– How can you win over dashboard users?
- Do a discovery phase and interview stakeholders in advance. Understand their current state and get an idea of their ideal outcome
- Know what you need to show in advance- what are the requirements? How are they going to use the data?
- Sandox and version- test out your dashboards in advance. Show all stakeholders how to use and interact with the dashboard. Get feedback and make edits.
About the data storyteller:
Tommy Puglia is passionate about Power BI & how Data Analysis can impact decisions. Using Power BI since it was known as “Power BI Designer”, he is a Microsoft MVP and consumes whatever he can to constantly learn and apply BI for Marketing & Sales. He is also a leader of the Chicago Power BI User Group. He is also MCSA certified in BI Reporting by Microsoft.
“Every dashboard should be targeted to a specific audience, not a broad group.” - Tommy Puglia