During this one day workshop, attendees will learn fundamental principles around the design and development of user-centered dashboards to delight and inform users.

The session will blend principles from UX, user-centered design, agile software methods, and data visualization design best practices with a tool-agnostic approach that will leave attendees with immediately applicable techniques they can apply in their work.

• Understanding your users: Exploring the UX frameworks and assets for understanding who your audience is, how they will use the dashboard, and how that influences your design decisions. We’ll think through the ways dashboards are really analytical products that can borrow from some of the methods used in agile software development to develop and maintain new software products.

• Dashboard Layouts: Identify how to structure and layout dashboards to enable data exploration, following the broad principles from Ben Shneiderman around big picture first, zoom and filter, then details on demand, and considering. We’ll distinguish between the use of dashboarding tools to develop visuals for story-finding (exploration) and storytelling (explanation).

• Charts for Dashboards: Explore different types of charts used to address common analytical needs, including tracking KPIs, making comparisons, visualizing time, part to whole comparisons, and exploring underlying distributions in data.

• Fine-tuning and Formatting – Learn how to apply design principles and best practices to dashboard design, moving beyond the design defaults and making purposeful decisions in decluttering, creating meaningful groups/white space, the use of color, and the use of text.

• Common conundrums and considerations: During the final part of the day, we’ll talk about common challenges dashboard developers face throughout the process of developing and launching a new dashboard, managing expectations around enhancements, and serving the needs of many audiences. We’ll talk through your questions, including questions about dashboard tech stacks, tools, and recommended resources to continue the learning journey.

Throughout the session, we’ll move between microlectures, Q&A about your specific interests and use cases, and hands on practice wireframing a dashboard for an illustrative user persona.

Note: Instruction and examples focus on general best practices and are not tool specific. You do not need to bring a computer. Just bring whatever you like to use to take notes.

Instructor

Steve Wexler is the founder and chief chart looker-atter for Data Revelations. He is also the author of The Big Picture: How to Use Data Visualization to Make Better Decisions—Faster (winner of Data Literacy’s Most Insightful Data Book) and co-author of The Big Book of Dashboards: Visualizing Your Data Using Real-World Business Scenarios.

Steve has worked with ADP, Alcon, Amazon, ACLU, Gallup, Johnson & Johnson, Deloitte, ExxonMobil, Convergys, Consumer Reports, The Economist, SurveyMonkey, Con Edison, D&B, Marist, Cornell University, Stanford University, Stand Together, USAID, Tradeweb, Tiffany, McKinsey & Company, and many other organizations to help them understand and visualize their data. A Tableau Visionary (Hall of Fame) and Iron Viz winner, Steve also serves on the advisory board to the Data Visualization Society and is co-host of the popular webinar series Chart Chat (winner of Data Literacy’s most interesting podcast award).

His presentations and training classes combine an extraordinary level of product mastery with the real-world experience gained through developing thousands of visualizations for dozens of clients. Steve has taught thousands of people in both large and small organizations and is known for conducting his workshops and presentations with clarity, patience, and humor.