Data at Your Fingertips: How to Design a Dashboard

Data dashboards are a way to represent large amounts of data in a condensed and visual manner. A dashboard typically consists of widgets or reportlets. Each of widgets includes one or several KPIs, supplemented by graphs, small data tables, etc.

If you are supposed to prepare a concept for a dashboard, the first task is to find out the stakeholders’ requirements. Who are you building the dashboard for? What data do they need to see, what insights do they want to gain and how detailed should the information be? E.g.  the dashboard for the marketing department will substantially differ from the dashboard you are building for the CEO of the company.

Secondly, prepare a rough draft of the dashboard layout and the widgets it will have. Try not to include more than 10-12 widgets, otherwise your dashboard may become too cumbersome to view and understand. This is also where you define what KPIs the dashboard will show.

Rough draft of a dashboard.
Rough draft of a dashboard.

Thirdly, decide what time period will be included. The majority of dashboards will show only today’s or this week’s data. However, if the website has significant monthly or daily fluctuations in performance, you may want to include a more extended period of time. If stakeholders want to use the dashboard for performance monitoring, the data naturally has to be real-time or with a minimum time lag.

In the fourth place, consider how to represent the data you will gather. A widget may contain a number, a graph, a data table, or a combination of these. The graphical representations of numbers is the most visual way that allows to grasp the meaning of data within seconds. Choose the type of graphics wisely: a line graph will show the development of KPIs in time, the pie chart will show what percentage each segment or product contributed to the total and a bar chart is a good way to visualize and compare several dimensions. The picture below shows how different data may be visualized. In addition, you can use scattergrams, process visualizations, bubble diagrams, etc. In any case, make sure that your graphs are not cluttered and convey a meaningful story.

graphics on a dashboard
Examples of graphics.

numberIf you choose to use a data table in your widget, select only top 5 entries and do not include more than three  columns. In addition, do not be afraid to put a single number in your widget, in case this number is important.

The next decision is what technology you will use. The majority of modern analytics systems include a dashboard feature. If the feature is not sufficient for your requirements or is missing altogether, you may consider using specialized data visualization software (in fact, even Excel offers dashboard building). The best solutions will be those that allow for automatic export and processing of data, without much manual work. Ideally, you should be able to pull data from several sources – e.g. from the website itself, from the order processing system and from social media.

Also think how you will share the dashboard with stakeholders and if the system provides you with this option. Some will prefer viewing the real-time data, others will be satisfied with a weekly/monthly report in PDF format.

And finally, create a visual mock-up of your dashboard for the stakeholders before starting to implement your concept.

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10 Best User Features of Adobe Analytics

Adobe Analytics (former: Omniture) is a powerful Web analytics tool that provides a user with information of different levels of complexity and for different purposes and contains several useful features.

Adobe Analytics (former: Omniture) is a powerful Web analytics tool that provides a user with information of different levels of complexity and for different purposes. After having been working with this solution for three months, I can point out its ten best user features.

Feature one: flexibility in adding metrics. All reports already contain data, but Adobe Analytics allows you to select additional metrics for most reports. Those include: bounce rate, visits, visitors, exits, entries, etc. In addition, you can create calculated metrics from existing ones, using a variety of mathematical functions.

Feature two: segment creation. Segments basically filter data by different parameters, e. visit number or device type. To create a segment, select the parameter and one of the following: value equals/does not equal, value exists/does not exist, value is larger than…, smaller than..., then enter the value. You can segment your audience on hit, visit, or visitor basis. Examples of segments: all page URLs that contain “product”, all visitors with more than one visit, all visits from mobile devices, etc. You can also compare segments— display the metrical data from two segments side by side and see the difference in percentage. E.g. you can compare users of smartphones to users of tablets.

Adobe Analytics Adjust Chart Type
Visualization in Reports

Feature three: visual representation. Every report includes a graph that can be either hidden or adjusted: the chart type can be changed, metrics can be selected or deselected or even split to be displayed on two different graphs. Data visualization helps you to perceive the trends or shares at first glance.

Feature four: Favorites and Bookmarks. Favorites function lets you save the created reports in your personal account and display their names on the right-hand side when you log in. Bookmarks is a similar function, however, you can share the bookmarks with other users of Adobe Analytics reports. One more way of sharing is a report is generating a short link to it and sending it per email.

Feature five: Dashboards. You can include any existing report into a custom dashboard. You can arrange repotlets in the dashboard the way you need and select if only the graph, the data table or both should be displayed. The dashboard allows you to set rolling or fixed time range for all the reports it includes. It is also possible to print, share and download dashboards. Dashboards are a convenient way to to summarize the performance of your website and monitor how business goals are being met.

Download Options

Feature six: download options. Each report can be downloaded and saved in different formats, e.g. XLS, CSV, PDF, etc. You can set up automatic download and forwarding of a certain report to a stakeholder.

Feature seven: pathing reports. There are several reports in Adobe Analytics that enable you to record and analyze the user journey on the site to improve its usability. The most flexible reports are Path Finder and All Paths. In Path Finder, you can select user journeys that start with, end with or contain any page you are interested in. All Paths report shows user journeys on the site for a selected period, and you can additionally filter the report by path length.

Feature eight: Activity Map. This browser extension is easily installed and visualizes user activity on a given page. It records what links on a page were clicked within a reporting period and presents the data as bubbles with numbers or as a heat map. This is especially useful if you want to investigate where to place the most important information on your page or how the links placed “below the fold” perform.

Feature nine: Workspace. Workspace is a tool that allows you as a user to create customized reports and visualizations as well as print and share them. For example, you can select any segments and present them on a Venn diagram or a doughnut chart. Other diagram types include: bar charts, scattergrams, cohort tables, etc. Workspace gives you immense flexibility in working with data and presenting the results to stakeholders.

Feature ten: Targets and Alerts. Target empowers a company to access its current performance against a business goal (e.g. a desired number of visitors or page views). Adobe Analytics will generate a  report that shows how the target is being met. Alerts, once you set them up, is a basic way to oversee the stability of the system. Should  the main indicators fall below or rise above a secure span, the system will send out an email alert to the specified users.

Adding an Alert

As you see, Adobe Analytics offers a number of possibilities for deep-dive into the data. However, due to its complexity and cost, this software is only useful for large companies with significant amount of traffic on their website.

All Images: Adobe Analytics (screenshots and featured images).
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