Rethinking Corporate Dashboard Design
Data dashboards are particularly polarizing at work, and when I joined the reporting team, there were far more people actively resisting dashboards than using them. Most of the existing reports were saturated with different permutations of analysis without much thought given to how the data is presented. To address that problem, I changed the focus from the data to the user interested in the data, considering the user's behavior and needs. The following reports have been created on Power BI. 

** The data within these reports have been replaced with arbitrary numbers or blurred to protect proprietary information.
sovereign macro-economic interactive slide deck 
I synthesized macroeconomics time series insights into a dashboard that performs statistical calculations on key metrics and links the macro-analysis research with our internal holdings (not pictured below). 

Design Considerations
Visual Hierarchy: 
1. Each page has a single purpose and a clear call to action 
2. The filter is set as the title to prevent redundancy while providing the user flexibility in their analysis

Decluttering: 
1. Only visuals that are to be used concurrently are retained on one page
2. The option to drilldown on metrics is provided via tooltips
3. No gridlines or data markers is included: the initial analysis is done using the colors and shapes but the option to see details is provided on hover

Setting context:
1. There is a blurb in each page about the data sources and calculations used to arrive at the graphs
2. A clear legend that denotes what the colors mean is provided
3. Instructions on how to use Power BI features on hover is provided for anyone new to the tool

investments financial dashboard
I managed the development and rollout of several dashboards for the CIOs of Investments and Life and Retirement IT. These reports included FP&A, headcount, projects and application usage, server migration status, and vendor management, among others. Below I have included a few pages from a much larger set (apologies for the pixelated images).
** The data within these reports have been replaced with arbitrary numbers or blurred to protect proprietary information.

Design Considerations
Setting context:
1. Each page is trying to answer one question with data - positioning the question as the title directs all the readers to look for answers in the data to that posed question.
2. Each slide has a blurb that briefly describes the purpose of the page, and data sources used in the page 
3. Titles for each graph dynamically change based on the filters applied to reduce any confusion if graphs are "screenshot" and sent out without proper context

Visual Hierarchy: 
1. Graphs are sized and ordered on the page according to the flow of the story (ex: What is my YTD total spend? -> Spend broken by month -> What happened in March? -> scroll down to see details -> drill down to delve deeper)
2. The style, type and colors are consistent across all the decks so the rules of use don't need to be re-established for every deck 

Decluttering: 
1. Only visuals that answer the posed question are included in the page
2. There is an option to drilldown on metrics via tooltips
3. Scroll to see details: Not all the information need to be visible at first glance, I used the scroll to discriminate what data needs to be seen first/later 

More Projects

Back to Top