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Tips to Create a Dashboard

Building a dashboard involves careful planning to ensure it meets the needs of the users and
provides valuable insights. Here are some key things to plan when building a dashboard:

1. Define Objectives and Audience: Understand the purpose of the dashboard and
identify the primary audience who will be using it. Determine what insights they need
to derive from the data and how the dashboard will help them make informed
decisions.

2. Select Key Metrics: Identify the key performance indicators (KPIs) and metrics that
align with the objectives of the dashboard. These metrics should be relevant,
measurable, and actionable to provide valuable insights.

3. Choose Data Sources: Determine the data sources required to populate the
dashboard with relevant information. This may include databases, spreadsheets,
APIs, or other data sources. Ensure that the data is accurate, up-to-date, and reliable.

4. Design Dashboard Layout: Plan the layout of the dashboard, including the
placement of charts, graphs, tables, and other visualizations. Consider the most
effective way to present the data to facilitate understanding and interpretation.

5. Select Visualization Types: Choose appropriate visualization types for each metric
or KPI based on the nature of the data and the insights you want to convey. Common
visualization types include bar charts, line charts, pie charts, heatmaps, and gauges.

6. Define Interactivity: Determine the level of interactivity required for the dashboard.
Decide whether users should be able to drill down into specific data points, filter the
data based on criteria, or interact with dynamic elements.

7. Consider User Experience (UX): Keep the user experience in mind when designing
the dashboard. Ensure that the layout is intuitive, navigation is easy, and
visualizations are easy to understand. Minimize clutter and distractions to focus
attention on the most important information.

8. Plan for Accessibility: Ensure that the dashboard is accessible to all users, including
those with disabilities. Use color schemes that are readable for individuals with color
blindness, provide alternative text for images, and ensure compatibility with screen
readers.

9. Test and Iterate: Before finalizing the dashboard, conduct usability testing with
representative users to gather feedback and identify areas for improvement. Iterate
on the design based on user feedback to ensure that the dashboard meets their
needs effectively.

10. Implement Security Measures: Consider security measures to protect sensitive


data displayed on the dashboard. Implement user authentication, role-based access
controls, and encryption to ensure data security and privacy.

By carefully planning these aspects of dashboard development, you can create a powerful
tool that provides valuable insights and facilitates data-driven decision-making for your
organization.

By Bharat Swamy

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