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Dashboards and reports

1. Dashboards and reports

Single visualizations are interesting in showing a specific aspect of the data. However, reality is more complex than this, and it is often necessary to use multiple visualizations to describe it all. The most common way to group multiple visualizations is dashboard and reports.

2. Dashboards and reports

A dashboard is a collection of charts and plots to give an overview of data analysis, monitor operations, or track specific key metrics. Usually, dashboards include a level of interactivity and provide real-time information on the data.

3. Dashboards and reports

A report is a static document that provides information and insights based on a data analysis. Unlike dashboards, reports do not contain real-time data but a real-time snapshot. Reports are more suitable for in-depth analysis and documentation because they are static, while dashboards offer a quick and dynamic overview.

4. Dashboard and reports

Data analysts and stakeholders can identify problems, connect dots and information, and evaluate actions in real-time by consulting an interactive dashboard like an airplane cockpit. On the other hand, reports are like a post-flight analysis, providing detailed information about what happened in the air.

5. Best practices

It is important to follow some best practices for dashboards and reports to be effective tools for analysts or stakeholders. First, make sure to include elements relevant to the reader. A dashboard intended for a manager will contain different information and a different level of detail than one for an accountant.

6. Best practices

Don't overwhelm the reader with too many details all at once. Rather, the high-level overview should be made more prominent and let the reader go more in-depth if needed by interacting with the dashboard controls.

7. Best practices

Make good use of static elements, such as text and images, to describe the content and guide the reader through the comprehension. Consider the reader's level of expertise: do they need more context, or are they already familiar with the data?

8. Best practices

Finally, the user's attention follows a specific pattern. Make sure to drive the reader's natural attention to the important information first and structure the dashboard to align with this flow.

9. Let's practice!

To keep those best practices in mind, let's go to an exercise.

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