Design Data Visualizations & Dashboards For Insight & Action

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:

1. Identify User Roles & Needs

2. Evaluate Metrics & Key Performance Indicators

3. Ideate Visualization

4. Create Prototype

5. 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.

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Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!