Design Data Visualizations & Dashboards For Insight & Action

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Last updated on May 1, 2025 5:03 pm

Learn the 5 steps to design effective data visualizations and dashboards before development. Improve dashboard adoption and create actionable visuals with this course for analysts, developers, and BI professionals.

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Why jumping straight into building with BI tools or analytics platforms is a recipe for failureThe 5 steps to design effective data visualizations and dashboards before any developmentUnderstand how people see information, and use that knowledge and principles of design to create effective and actionable dashboardsDashboards 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:Identify User Roles  NeedsEvaluate Metrics Key Performance IndicatorsIdeate VisualizationCreate PrototypeValidate  IterateYou 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.Who this course is for:Analysts, developers or anyone creating data visualizations or dashboards for other people (employees, managers, C-suite)People working in Business Intelligence, IT, Big Data who have to translate data into digestable and actionable visualsTableau, Power BI, MicroStrategy and other BI tool and platform developers who want to improve dashboard adoption

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    Design Data Visualizations & Dashboards For Insight & Action
    Design Data Visualizations & Dashboards For Insight & Action
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