The Fundamentals of Creating Impressive BI Dashboard Designs

Andrew Hubbard
5 min readMay 30, 2023

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Introduction

In today’s data-driven world, business intelligence (BI) dashboards have become essential tools for organisations to gain valuable insights and make informed decisions. However, the success of a BI dashboard lies not only in the data it presents but also in its design. Good dashboard design principles play a pivotal role in maximising usability, enhancing data comprehension, and ultimately empowering users to extract meaningful information effortlessly. In this article, we will explore the benefits of employing excellent dashboard design practices, highlight the perils of neglecting them, delve into the laws of Gestalt Psychology, and provide essential rules for creating compelling BI tools.

Benefits of Good Dashboard Design

Enhanced User Experience

Well-designed dashboards prioritise user experience by ensuring intuitive navigation, clear data visualisation, and efficient information retrieval. As a result, users are more satisfied and engaged.

Improved Data Comprehension

Effective visual representation of data aids users in quickly understanding complex concepts, patterns, and trends, resulting in better decision-making capabilities.

Time and Effort Savings

Intuitive designs minimise the learning curve and reduce the time required for users to understand and explore data, enabling them to make faster decisions.

Increased Adoption and Collaboration

Dashboards that are visually appealing, user-friendly, and deliver relevant insights foster widespread adoption within an organisation, promoting collaborative data-driven culture.

Pitfalls of Neglecting Dashboard Design

Confusing and Overwhelming Visuals

Poorly designed dashboards can overwhelm users with excessive information, cluttered layouts, and confusing visualisations, leading to information overload and reduced comprehension.

Inefficient Data Communication

Lack of clear hierarchy, inadequate labelling, and inappropriate use of colour schemes can hamper effective data communication, resulting in misinterpretation and incorrect decision-making.

User Disengagement

If users find it difficult to navigate or extract insights from a dashboard, they are likely to disengage from the tool altogether, rendering it ineffective and reducing the ROI on data investments.

Gestalt Psychology

You can use Gestalt Psychology’s valuable principles for visual perception and cognition to create intuitive and effective BI dashboards. Let’s explore three fundamental laws:

Law of Proximity

We perceive elements placed close together as related. Utilise this principle to group related data and create clear visual associations. For example, placing sales figures and corresponding time periods next to each other helps users identify trends and correlations easily.

The Gestalt Law of Proximity

Law of Similarity

We perceive similar elements as belonging to the same group. Utilise consistent visual attributes, such as colour or shape, to represent related data. For instance, using the same colour to denote sales data across various charts establishes a clear visual connection.

The Gestalt Law of Similarity

Law of Continuity

We perceive Elements arranged in a smooth and continuous manner as a whole. We can employ this principle to guide users’ attention through logical flow by aligning elements and utilising proper visual cues. Showing a continuous line connecting data points, for instance, aids us in conveying a trend effectively.

The Gestalt Law of Continuity

Rules for Creating BI Tools

Define Clear Objectives

Clearly outline the purpose and goals of the dashboard to ensure it aligns with users’ needs and expectations. This enables focused design decisions and avoids clutter.

Prioritise Essential Information

Identify the key metrics and data points that are critical for decision-making. We display these prominently and avoid overwhelming users with unnecessary details.

Use Appropriate Visualisations

Choose the most suitable chart types, graphs, and diagrams based on the data being presented and the insights required. Utilise visual cues, such as colour, size, and position, to highlight important information.

Ensure Consistency

  1. Maintain consistency in colour schemes, fonts, and visual elements across the dashboard to establish a cohesive and unified user experience. Consistency fosters familiarity and reduces cognitive load, making it easier for users to navigate and interpret the dashboard.

Emphasise Clarity and Simplicity

Keep the design clean and uncluttered, using white space effectively to highlight important information. Use clear and concise labels, titles, and annotations to aid data comprehension.

Responsiveness and adaptability

We should design the dashboard to be responsive across different devices and screen sizes. Ensure that the layout and visualisations adapt seamlessly, providing optimal viewing experiences on desktops, tablets, and mobile devices.

Intuitive Navigation

We should implement intuitive navigation controls, such as menus, filters, and drill-down capabilities, to empower users to explore the data effortlessly and access relevant information quickly.

Provide Context and Storytelling:

Use annotations, captions, and contextual information to provide a narrative and guide users through the data story. Presenting data in a logical sequence and explaining the significance of insights improves comprehension and decision-making.

Test and Iterate

Regularly gather user feedback and conduct usability testing to identify pain points and areas for improvement. Iteratively refine the design based on user insights to enhance usability and effectiveness.

Conclusion

I cannot overstate the importance of good dashboard design in the realm of business intelligence. By adhering to fundamental principles and leveraging Gestalt Psychology laws, BI developers can create visually appealing and user-friendly dashboards that maximise data comprehension, improve decision-making capabilities, and foster a data-driven culture within organisations. Remember to prioritise user experience, embrace simplicity, and continually iterate based on user feedback to create awe-inspiring BI tools that empower users and unlock the true potential of data-driven insights.

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Andrew Hubbard

A Data analyst using Microsoft Power BI to create visualisations. With a keen interest in mental well being.