Advanced Dashboard Design Considerations


Dashboard design is the art of measuring and visualizing enterprise metrics. Dashboards provide a comprehensive overview of key performance indicators (KPIs) to aid in decision-making at all levels of an organization. An advanced dashboard design allows users to drill down into operational data to obtain further insights into their performance.

Overview of Dashboard Design

When designing a dashboard, the goal should be to present complex data in a simple, easily understandable manner. Dashboards should provide a comprehensive overview of key indicators, metrics, and performance data that are relevant to the business. High-quality dashboards utilize modern design principles such as visual hierarchy and bold graphics to enhance the readability and usability of the dashboard.

The Purpose of an Advanced Dashboard

Advanced dashboards are tailored to meet the specific needs of each user or organization. Advanced dashboards take dashboard design even further, allowing users to dig deeper into data and visualize it in more meaningful ways. Advanced dashboards are also designed to optimize decision-making and support data-driven decisions with actual facts, figures, and trends. Advanced dashboards not only make it easy to identify trends and correlations, but also provide insights into the drivers of organizational performance.

User Interface Design

The user interface design is of utmost importance when it comes to designing an advanced dashboard. Advanced dashboards should be designed with user experience and navigation in mind. Features such as automation, user feedback, and control integration all contribute to the overall user experience.

Automation of Navigation and Features

Dashboard users should be able to quickly and easily find the information they need. This can be accomplished through the use of automation. Automation mechanisms such as context-aware menus, dynamic search, and intelligent navigation should be utilized. This helps reduce the time and effort required to find the right information.

Automation of the dashboard's features is also key. This includes providing the user with options and settings that allow them to customize their experience and tailor the dashboard to their needs. Automated features such as single sign-on and automated data analysis services can also be implemented to further improve the user experience.

User Feedback and Control Integration

It is imperative that the dashboard be designed in such a way that users can easily provide feedback. This feedback should be collected and taken into consideration when designing the dashboard. This feedback can be used to adjust the user interface design and create a better user experience.

Control integration is also important. The dashboard should allow users to easily access controls such as menus, buttons, and filters. These controls should be easy to find, understand, and navigate. This will enable users to quickly access the information they need.

Data Visualization

Data visualization is a critical component to any dashboard design, meant to give users the ability to quickly gain insight from the data being presented. When designing a dashboard, it’s important to ensure that the data is being presented in the most effective manner by leveraging data visualization best practices.

Comprehension of data types

Data comes in many different types, and understanding the different types and how they can be effectively displayed can help to ensure the maximum benefit of data visualization. For example, quantitative data such as numbers and dates should be displayed as charts or as tabular data, while qualitative data can be best understood in the form of diagrams or tree diagrams. Knowing the best way to visualize each type of data can help to ensure that the information is easily understood by the user.

Interactive feature utilization

In addition to understanding different types of data, it’s also important to make effective use of interactive features when designing the dashboard. This includes tools like drill down, filtering, and highlighting. This allows users to quickly manipulate the data to give them more focus and deeper insight into what the data is showing. With interactive features, users can explore the data in a way that was not previously possible with static data visualizations.

Creating an effective dashboard design requires a deep understanding of user behavior and how users interact with data. By leveraging interactive features and data visualization best practices, a well-designed dashboard can help make data more accessible and provide a more interactive experience for users.

Flexible Layout Options

A dashboard should be an intuitive and useful representation of data that allows the user to glean valuable insights with minimal effort. Being able to quickly and easily customize the layout of the dashboard is essential to creating an effective final product. Layout options should be capable of addressing the needs of both novice and experienced users.

Customizable Settings for Various User Types

Dashboard users need the flexibility to modify settings based on their knowledge level. An effective dashboard design needs to be as user-friendly for an inexperienced user as it is for a power user. A custom-built dashboard should include different settings for users to fully control how their data is presented.

Dynamic Display of Data

A customizable dashboard should also include the ability to display data dynamically. This feature allows users to view different types of data interactively, either on the same screen or on multiple screens. Dynamic data displays allow users to quickly and easily compare and analyze different data sets at a glance.

The ability to create a dashboard that is both aesthetically pleasing and highly functional is essential. Flexible layout options are key to ensuring that the dashboard design meets the needs of all users and presents data in an effective and meaningful way.

Security and Accessibility

Dashboard designs have become incredibly useful in business decision-making, however, they must be designed with security and accessibility in mind.

Protection of visualized data

Organizational data used in the dashboard design should be well-protected. This occurs in two distinct elements:

  • Controlling who can access the data
  • Securing the data itself.

Organizations must consider applicable regulations, compliance, industry standards and user roles when determining access levels and security protocols for the data.

Adjustment of accessibility settings

Dashboard content needs to be created so that everyone can access it in the desired way. This means adjusting the dashboard to meet the specific needs of the users. Depending on the user and the platform being used, the appearance and behavior of the dashboard will be different. Organizations must take into account these potential variations when designing a dashboard.

As an example, some visual elements, such as color, may be interpreted in different ways by individuals. To ensure a dashboard is accessible to all users, it may be important to adjust their settings. This could include adjusting the color, size and font of the data to ensure the maximum level of clarity and usability. Organizations must consider how they can make sure the data is properly organized, structured and presented.

Data Linking and Connectivity

Data and analytics are an integral part of a business and its operations. Modern business intelligence (BI) solutions leverage advanced dashboard designs to create a central point of data and analytics access. This makes it easy for users to monitor, analyze, and visualize their data. However, advanced dashboard design considerations must be taken into account when creating a dashboard to ensure data connectivity and interoperability with other systems.

Thanks to advancements in software and data architecture, a modern dashboard can be integrated with other systems and sources quickly. This allows users to access external data sources and take advantage of powerful data-linking capabilities, creating insights that extend beyond the dashboard itself. To achieve this, advanced dashboard design must consider both configurable integration within the dashboard as well as user connection with external data sources.

Configurable Integration Within the Dashboard

To ensure that all elements of a dashboard can be integrated with other systems, a dashboard design must include configurable integration options. This includes the ability to define connection parameters for external systems and sources, such as data caches, data warehouses, and cloud-based databases. Additionally, a dashboard must have options to configure and customize the display, allowing users to choose the appropriate column and filter options, pagination size, and display type, such as pie charts, tables, and graphs.

User Connection With External Sources

Having the ability to connect to different systems, from cloud services to on-premises databases, is essential for a dashboard's connectivity. This is especially important for data visualization, dashboards should be able to interact with external data sources for business intelligence solutions and other applications. To ensure a smooth connection, the dashboard design must include capabilities for authentication and authorization, structured query language (SQL), and secure socket layer (SSL) protocols.

Advanced dashboard design should include an intuitive user experience, with easy navigation and data-linking capabilities. This would allow users to quickly access data and use it to create powerful visualizations and insights. Implementing such features requires consideration of both data integration and connectivity within the dashboard and with external sources, giving users the ability to connect to powerful data solutions.


Careful advanced dashboard design is an important consideration in ensuring an effective, efficient, and actionable reporting system. By following the key design principles discussed, as well as best practices from the industry, organizations can better utilize dashboards to effectively monitor, analyze and react to their data needs.

Summary of Dashboard Design Principles

The dashboarding process involves several components, from the early stages of planning a dashboard to the implementation of specific elements. We discussed many key considerations for designers when creating dashboards including:

  • Goal-oriented: Make sure to keep a specific goal in mind when designing a dashboard. Think of the type of data points, visualizations and KPIs you want to track.
  • Audience/user consideration: Understand who your audience/ user will be to ensure the dashboard is easy to use and understand.
  • Key Performance Indicators (KPIs): Understand which KPIs are most important to your organization and design your dashboard to track their performance.
  • Data Sources: When designing the dashboard, ensure to consider the size and type of the data, as well as any potential integrations with other data sources and internal tools.
  • Choosing the right visualizations: Selecting the right visualizations for your dashboard will ensure the data is being presented in a clear, concise, and easy to understand way.

Reflection on the Importance of Advanced Dashboard Design

Advanced dashboard design is an important part of any organization’s reporting infrastructure. Carefully considering the key design principles prior to engagement will ensure an effective and actionable dashboarding experience for your organization. By following the principles discussed, organizations can ensure their dashboard is effective, efficient and successful in helping to reach their desired outcomes.

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