Creating a technically correct chart is easy. Creating a chart that an audience can understand in seconds and that leads them to a clear conclusion is an art. This is visual storytelling. A dashboard is a collection of such stories, organized to give a comprehensive overview of a topic. Here are the core principles.
1. Know Your Audience and Your Goal
Before you draw anything, ask:
- Who is this for? An expert analyst needs granular detail, while a busy executive needs a high-level summary and a clear "so what?"
- What is the one key message I want to convey? Every design choice should serve the goal of making that message obvious. Don't just show data; present an insight.
2. Choose the Right Chart for the Job
Different charts answer different questions. Using the wrong one can obscure your message.
- Comparison: Use Bar Charts. They are the easiest for the human eye to compare lengths.
- Trends over Time: Use Line Charts. They excel at showing the continuous evolution of a data point.
- Relationships: Use Scatter Plots to see if two numerical variables are correlated.
- Distribution: Use Histograms or Box Plots to understand the spread and skew of a single variable.
- Parts of a Whole: Use Stacked Bar Charts or Treemaps. Use Pie Charts with extreme caution—only for a few categories when showing simple proportions is the main goal.
3. Maximize the Data-Ink Ratio
This principle, popularized by Edward Tufte, states that a large share of the ink on a graphic should present data-information.
- Maximize Data-Ink: The pixels that represent the actual data (the bars, the lines, the points).
- Erase Non-Data Ink (Chart Junk): Redundant labels, heavy grid lines, unnecessary 3D effects, shadows, and distracting background colors. These elements clutter the visualization and obscure the message.
Before (High Chart Junk): A 3D pie chart with shadows and a dark background. After (High Data-Ink): A simple, clean horizontal bar chart.
4. Create a Clear Visual Hierarchy
On a dashboard, not all information is equally important. Guide your audience's eyes to the most critical insights first.
- Position: We naturally read from top-left to bottom-right. Place your most important Key Performance Indicator (KPI) or summary chart in the top-left corner.
- Size: Make the most important chart the largest.
- Color: Use a bright, contrasting "action color" to highlight the most critical data points. Use muted colors for everything else.
5. Use Color Purposefully, Not Decoratively
Color is a powerful tool, but it's easily misused.
- Categorical: Use distinct, easily distinguishable colors for different categories (e.g., blue for 'USA', orange for 'Canada').
- Sequential: Use a single color graduating from light to dark to represent a numerical range from low to high (e.g., sales figures).
- Diverging: Use two contrasting colors with a neutral midpoint to show a range with a meaningful center (e.g., profit/loss, with white at zero).
- Accessibility: Be mindful that about 8% of men are colorblind. Use palettes that are colorblind-safe. Avoid relying on red/green combinations alone.
A well-designed dashboard doesn't just present numbers; it provides answers. It guides the user from a high-level overview to specific insights, telling a clear and compelling story with data.