Template School | Data visualization dashboard large-screen design process review

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The DataEase open source data visualization analysis platform will officially launch the template market in June 2022 ( https://dataease.io/templates/ ). The template market aims to provide DataEase users with professional, beautiful, and ready-to-use dashboard templates, allowing users to choose corresponding dashboard templates based on their own business needs and usage scenarios, and easily create their own dashboards based on high-quality templates. plate. Currently, the number of templates in the DataEase template market has exceeded 100.

New templates to be released in August 2023

The DataEase template market regularly updates new templates. A total of 4 new templates will be released in August 2023, covering topics such as education, consumer retail, etc. Everyone is welcome to download and use them in the DataEase template market.

Template Tips

This month’s template skills will introduce you to how to use the DataEase open source data visualization analysis tool to design an “effective data visualization dashboard screen” and establish “effective communication” with viewers of the dashboard screen.

Data visualization is an effective means that uses graphic symbols as the main form of visual expression to convey invisible, abstract, complex, boring, professional, and unintuitive data content to users in a simple and easy-to-understand manner. Users can convey data information through the design and presentation of large-screen data visualization dashboards and solve some data-related problems encountered in work and life.

Effective communication refers to the entire process of successfully transmitting a certain information to the communication object, and the communication object can make the expected response.

The large screen of the data visualization dashboard has the function of transmitting data information. The design of the dashboard is also a process of establishing communication channels and methods. In order for the dashboard to establish "effective communication" with viewers of the large dashboard screen through the visual language of data, we must always pay attention during the entire design process to whether the designed large dashboard screen can accurately Convey effective data information.

For data visualization dashboards, users expect to be able to clearly and intuitively see the required data, and to be able to simply and efficiently complete a series of interactive actions such as data query, comparison, association, and analysis, thereby improving their work. Efficiency, reducing team communication costs, information identification costs and data analysis costs at work.

Next, I will introduce to you the design process of a large data visualization dashboard screen. I hope it will help you more conveniently design a large data visualization dashboard screen that can play the role of "effective communication".

1. Dashboard design process

The general design process of a dashboard is as follows:

  Clear needs

  Filter data

  Confirm chart

  Typesetting layout

  Design Kanban

1. Clarify needs

Keywords: empathy

The first step in large-screen design of data visualization dashboard is needs analysis. Most of the large-screen data visualization dashboards we design are for use by others, so dashboard designers need to put themselves in someone else's shoes and examine and interpret the information conveyed by the dashboard from the user's perspective. This is the most important point in the large-screen dashboard design.

In empathy, designers need to consider the purpose of dashboard users, clarify the characteristics and focus of users and target users, and determine the theme content and required data indicators of the dashboard. "Effective design" can only be achieved when the design perspective is consistent with the user's perspective.

Examples of business themes and data indicators related to business themes on the large screen of the data visualization dashboard are as follows:

2. Filter data

Keywords: Put an end to both wanting and wanting

When sorting out business indicators, we generally cannot use all existing indicators for dashboard production. Rather, it is necessary to start from the user's perspective and after preliminary processing and optimization of the data, select the most needed ones from these numerous indicators.

In the process of filtering the dashboard usage data, we should "use the correct method to identify the most important data indicators , and on this basis, invest in the most thorough analysis and expansion to achieve the most effective information transmission rate." In other words, , decide the most critical content you want to display during the data screening stage, and avoid having both.

Examples of sorting and filtering key business data indicators are as follows:

3. Determine the chart

Keywords: accurate communication, clear information

In the chart selection step, we need to clarify what we want to express through data indicators, and a visual display form that allows viewers to accurately and conveniently capture effective data information.

The same indicator data will produce different results when analyzed from different dimensions. In different situations, data will also require different visual presentation methods. Through effective visual presentation, this data can convey the message that the dashboard creator wants to express. Therefore, when we choose charts, we must choose charts and graphics that can most accurately and intuitively express the information contained behind the data.

If a piece of data cannot be successfully understood by the viewer after being visualized in a certain chart format, it cannot be said to be a successful presentation.

4. Typesetting and layout

Keywords: Constructing sight flow space and time

In the layout step, we need to construct the time and space of sight flow based on the scene business line, and determine the position and arrangement of the data indicators corresponding to the charts.

After determining the theme of the dashboard and the required data indicators, it is necessary to further clarify the content trends displayed on the large screen of the dashboard and the data stories that need to be told to viewers. With the goal of "presenting problems and solving problems", sort out the order of different business data modules and determine the layout of the charts of these modules.

On the large screen of the data visualization dashboard, the producer can construct the flow path and space of the viewer's sight by cleverly designing the layout of the dashboard. The path of the viewer's line of sight is usually closely related to the relationship between business modules. Therefore, in the process of constructing the time and space of the flow of line of sight of the dashboard, it is necessary to consider both visual habits and business associations.

Based on the user's usage goals, the data visualization dashboard needs to intersperse and coordinate some scattered but relevant information data with clues such as location layout to form a systematic connection. An excellent large dashboard screen should be able to assist users to overview key business data, deduce the relationship between the data of each subordinate chart module, discover key problem nodes in the data relationship, and then solve these problems to achieve the business level Optimization.

5. Design a Kanban Board

Keywords: auxiliary output, eye-catching

In the dashboard design process, we need to determine the corresponding design style and visual language based on the business scenario theme.

The visual design of the dashboard is mainly a test of aesthetics, involving various design techniques such as dashboard color matching, chart color matching, auxiliary elements, cool motion effects, etc. The vast majority of visual expressions are used to assist the dissemination of information and enhance the transmission rate of information. Therefore, the visual design of the large-screen data visualization dashboard should enhance the visual effects as much as possible while ensuring the practicality and usability of the dashboard, and must not dominate the scene.

In the template market of the DataEase open source data visualization analysis tool, there are a variety of exquisite and practical dashboard templates for users to choose from. If you have difficulty deciding what color theme and composition distribution to use for your dashboard, you can go to the DataEase template market ( https://dataease.io/templates/ ) to download and apply dashboard templates of the same industry type with one click.

2. Summary

In the design of large-screen data visualization dashboards, we need to clarify the data information required by dashboard viewers and meet their information needs accurately and efficiently. In the process of information communication and transmission of "data visualization", "effective communication" between dashboard designers and viewers is achieved.

A standardized dashboard design process is the guarantee for producing an excellent dashboard and large screen. Under the guidance of a correct and effective dashboard design process, we can maximize the control of the design quality and progress of the large screen of the data visualization dashboard while trying to avoid unnecessary rework, and carry out efficient data visualization work.

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