{"id":8778,"date":"2020-05-18T07:20:00","date_gmt":"2020-05-18T07:20:00","guid":{"rendered":"https:\/\/ubiq.co\/tech-blog\/?p=8778"},"modified":"2025-08-13T04:37:09","modified_gmt":"2025-08-13T04:37:09","slug":"how-to-create-data-visualization-dashboard","status":"publish","type":"post","link":"https:\/\/ubiq.co\/tech-blog\/how-to-create-data-visualization-dashboard\/","title":{"rendered":"How to Create Data Visualization Dashboard"},"content":{"rendered":"\n<p>Data Visualization dashboards help you visualize data, get business insights and make better decisions. Here&#8217;s how to create data visualization dashboard for your business. You can use these dashboards to get at-a-glance status of your business and track business performance against goals.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-data-visualization-dashboard\/#How_to_Create_Data_Visualization_Dashboard\" >How to Create Data Visualization Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-data-visualization-dashboard\/#1_Determine_Your_KPIs\" >1. Determine Your KPIs<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-data-visualization-dashboard\/#2_Choose_the_Right_Visualization\" >2. Choose the Right Visualization<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-data-visualization-dashboard\/#3_Pick_the_Right_Dashboard_Type\" >3. Pick the Right Dashboard Type<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-data-visualization-dashboard\/#4_Design_Your_Data_Visualization_Dashboard\" >4. Design Your Data Visualization Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-data-visualization-dashboard\/#5_Provide_Context_for_Each_Visualization\" >5. Provide Context for Each Visualization<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Create_Data_Visualization_Dashboard\"><\/span>How to Create Data Visualization Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the steps to create data visualization dashboard.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Determine_Your_KPIs\"><\/span>1. Determine Your KPIs<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>The first step to create data visualization dashboard is to clearly identify the KPIs you need to display in it. Conduct 2-3 rounds of meetings with your target users ad stakeholders to find out which metrics they need to do their jobs better. Classify them into 3 groups:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Metrics that they already track and need no change. You can report them as-is and require minimal effort<\/li>\n\n\n\n<li>Metrics that they already track and need to be modified (e.g measurement period, calculation, etc).<\/li>\n\n\n\n<li>New metrics that need to tracked. These would require maximum effort.<\/li>\n<\/ol>\n\n\n\n<p>This will help you quickly understand which metrics can be reported easily and which ones require more effort. Get a sign off from the stakeholders to freeze the requirements<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Choose_the_Right_Visualization\"><\/span>2. Choose the Right Visualization<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Once you have identified KPIs, it is important to choose the right visualization for each KPI, to present information is the most lucid manner.<\/p>\n\n\n\n<p>Otherwise, you might confuse or even misguide the user. Look at the 2 visualizations below. In which visualization, is it is easy to spot the sales trend?<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"730\" height=\"282\" src=\"https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/05\/choose-right-visualization-4.png?resize=730%2C282&#038;ssl=1\" alt=\"\" class=\"wp-image-8781\" srcset=\"https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/05\/choose-right-visualization-4.png?w=1137&amp;ssl=1 1137w, https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/05\/choose-right-visualization-4.png?resize=768%2C297&amp;ssl=1 768w\" sizes=\"auto, (max-width: 730px) 100vw, 730px\" \/><\/figure>\n<\/div>\n\n\n<p>The sales fluctuation is obvious in the bar chart, while it is difficult to determine in the pie chart.<\/p>\n\n\n\n<p>Here&#8217;s a simple diagram to help you decide the right kind of visualization, depending on the information you want to display.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"730\" height=\"512\" src=\"https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/05\/data-chart-type.png?resize=730%2C512&#038;ssl=1\" alt=\"\" class=\"wp-image-8782\" srcset=\"https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/05\/data-chart-type.png?w=1346&amp;ssl=1 1346w, https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/05\/data-chart-type.png?resize=768%2C539&amp;ssl=1 768w\" sizes=\"auto, (max-width: 730px) 100vw, 730px\" \/><\/figure>\n<\/div>\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Pick_the_Right_Dashboard_Type\"><\/span>3. Pick the Right Dashboard Type<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>There are 3 main types of dashboards &#8211; strategic, analytical, operational &#8211; each one meant for a different target audience and serves a unique purpose.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Strategic dashboards<\/strong> &#8211; Meant for Executives and C-suite employees. Contains high-level summaries to help senior management measure strategy performance and discover new growth areas<\/li>\n\n\n\n<li><strong>Analytical dashboards<\/strong> &#8211; Data-heavy dashboards meant for data analysts and business analysts. Used for investigative research and analysis. Contains a lot of filters and drill-downs<\/li>\n\n\n\n<li><strong>Operational dashboards<\/strong> &#8211; Most commonly used dashboards that contain operational metrics to help managers with day-to-day operations.<\/li>\n<\/ul>\n\n\n\n<p>When you create data visualization dashboard, it is important to choose the right dashboard type to display your KPI metrics. Only then it will be relevant to your users. For example, an executive may not be interested in granular details and tactical numbers, but will look for high-level trends.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Design_Your_Data_Visualization_Dashboard\"><\/span>4. Design Your Data Visualization Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Next, organize your KPI metrics on your <a href=\"\/data-visualization-tools\">data visualization dashboard<\/a>. Organize your KPIs into 3-4 layers. Place the most important and urgent KPI summaries on top, followed by 1-2 layers of trends, comparisons and distributions. The bottom layer can have detailed data tables and granular information.<\/p>\n\n\n\n<p>Use a&nbsp;<a href=\"http:\/\/ubiq.co\/dashboard-reporting-software-tool\">dashboard software<\/a>&nbsp;to quickly create dashboard mock ups with sample data. Here&#8217;s a sample data visualization dashboard created using <a href=\"https:\/\/ubiq.co\">Ubiq<\/a>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"730\" height=\"638\" src=\"https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/05\/sample-dashboard-2.png?resize=730%2C638&#038;ssl=1\" alt=\"\" class=\"wp-image-8783\" srcset=\"https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/05\/sample-dashboard-2.png?w=1351&amp;ssl=1 1351w, https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/05\/sample-dashboard-2.png?resize=768%2C671&amp;ssl=1 768w\" sizes=\"auto, (max-width: 730px) 100vw, 730px\" \/><\/figure>\n<\/div>\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Provide_Context_for_Each_Visualization\"><\/span>5. Provide Context for Each Visualization<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Once you have designed your dashboard, it&#8217;s time to add some finishing touches. You can make your data visualization dashboard a lot more <a href=\"https:\/\/www.amanet.org\/articles\/using-visual-language-to-create-the-case-for-change\/\" target=\"_blank\" rel=\"noreferrer noopener\">insightful<\/a> by making your charts &amp; graphs easy to understand.<\/p>\n\n\n\n<p>You can do this by clearly defining the context in which the users need to see your KPI metrics.&nbsp;Here are simple tips to help clearly communicate the data context.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use Descriptive Titles that explain what your visualization is about<\/li>\n\n\n\n<li>Include axis labels to describe what X-axis and Y-axis stand for<\/li>\n\n\n\n<li>Add footnotes to clearly mention caveats and assumptions<\/li>\n\n\n\n<li>Make sure the entries in chart legend are intuitive<\/li>\n\n\n\n<li>If your chart elements such as pie slices have values that are very close, consider adding data labels to clearly distinguish between them<\/li>\n<\/ul>\n\n\n\n<p>All these little changes have a great effect on how your user perceives information.&nbsp;Without context, it can be difficult for users to make sense of your data visualizations.<\/p>\n\n\n\n<p>Look at the 2 visualizations below. Which one is easier to understand?<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"730\" height=\"214\" src=\"https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/05\/chart-context-1-768x225-1.png?resize=730%2C214&#038;ssl=1\" alt=\"\" class=\"wp-image-8784\"\/><\/figure>\n<\/div>\n\n\n<p>The chart on the right is more descriptive and lucid.<\/p>\n\n\n\n<p>That&#8217;s it! Hopefully you can create data visualization dashboard for your business, and help users make better decisions faster.&nbsp;If you want to create business dashboards, reports &amp; charts, you can try&nbsp;<a href=\"https:\/\/ubiq.co\/\">Ubiq<\/a>. We offer a 14-day free trial!<\/p>\n\n\n\n<p>Also read:<br><a href=\"https:\/\/ubiq.co\/tech-blog\/top-devops-metrics-kpis-to-monitor-regularly\/\">Top DevOps Metrics &amp; KPIs to Monitor Regularly<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/effective-dashboards-what-to-measure-and-how-to-show-it\/\">How to Create Effective Dashboards<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-a-dashboard-for-your-business\/\">How to Create Business Dashboard<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Data visualization dashboards give at-a-glance status of your business. Here&#8217;s how to create data visualization dashboard for your business.<\/p>\n","protected":false},"author":1,"featured_media":8779,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[514],"tags":[571],"class_list":["post-8778","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dashboards","tag-data-visualization-dashboard"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Create Data Visualization Dashboard - Ubiq BI<\/title>\n<meta name=\"description\" content=\"Data visualization dashboards give at-a-glance status of your business. 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