operations dashboard: effective by design · dashboards - patterns of use •strategic •tactical...
TRANSCRIPT
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Matt Woodlief, esri
Operations Dashboard: Effective by
Design
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Dashboards - Patterns of Use
• Strategic
• Tactical / Analytical
• Operational
• Informational
- Not shown in conceptual diagram
- Less formal
Details
Functionality Personas
Operational
A
Operations Staff
AnalyzeTactical
Managers/Analysts
Monitor Strategic Executives
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Georgia Emergency Management Agency
• Live Traffic Dashboard with Waze data
https://bit.ly/2GkgqRI
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Johns Hopkins Corona VirusCoronavirus Cases
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Planning for the User Experience
How do I do that?
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Design Theory – Overall Objective
• Don Norman
- Cognitive scientist and usability engineer
“Two of the most important characteristics
of good design are discoverability and understanding”
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Design Theory
• Aesthetic Usability Effect:
• Source: https://lawsofux.com/
Users often perceive aesthetically pleasing
design as design that’s more usable
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Configuring Dashboards
• Challenge:
- Communicate and share data in an effective
and aesthetically pleasing manner
- Balance functionality vs. usability
- Consider UI/UX
- Consider end user(s) technical level
Source: https://syndicode.com/uiux-design/
A
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Qualities of “Good” Dashboards
• Know your audience:
- What question(s) are they trying to answer?
- In what environments are they going to view the dashboard?
- What is their technical level?
• Express information clearly and accurately
• Focus attention to where it is needed
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Start with Web Map
• Which data are most important?
• Style your layers to convey meaning
• Set appropriate refresh interval(s) on layers
• Basemap that helps to highlight data
• Options:
- Scale dependent renderers
- Spatial bookmarks
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Arcade support in Operations Dashboard
• Arcade
- Expression/scripting language made by esri
- Can be authored and executed across the ArcGIS Platform
- Some example usage:
- Classify numeric data
- Date differences
- Number and date formatting
- Concatenate text
• Symbology in the Map element
• Pop-ups in the Map
- Details element
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Arcade in the Web Map
• Symbology in the Map element
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Arcade in the Web Map
• Pop-ups in the Map
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Presenter(s)
Arcade
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Dashboard Layout
The goal of a dashboard is NOT to see how
many different ways you can display your data
Keep it simple
A
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Design Approach Build focused dashboards
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Design Theory
• Flexibility-usability tradeoff:
• Source: https://medium.com/about-codecademy/horror-vacui-1af263f068bb
As the flexibility of a system increases,
the usability of the system decreases
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Design Theory: Flexibility-Usability Tradeoff Example
usability
flexibility
A
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Design Theory
• Hick’s Law:
• Source: https://lawsofux.com/
The time it takes to make a decision
increases with the number and complexity
of choices
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Dashboard Layout
• General guideline: Keep it simple
• How will the Dashboard be used?
vs
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Dashboard Layout
• Configure a dashboard to the audience’s requirements
• Use appropriate elements
• Provide contextual information
• Use color to focus on certain data
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Design Theory
• Miller’s Law:
• Source: https://lawsofux.com/
The average person can only keep 7
(plus or minus 2) items in their working
memory
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Dashboard Layout – Example 1
• Suggestions to
improve?
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Dashboard Layout – Example 2
• Suggestions to
improve?
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Dashboard Layout – Example 3
• Suggestions to
improve?
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Dashboard Layout – Example 4
• What about this one?
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Dashboard Layout – Some Good Examples
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Dashboard Layout – Some Good Examples
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Dashboard Layout – Some Good Examples
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Design Approach Consider the end user’s perspective
How you think your
dashboard will be used
How everyone else uses
your dashboard
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Dashboard Layout Considerations
• Use Case: Want a single URL to access and view many Dashboards
• 3 approaches to solve:
1. Use a Story Map to contain the Dashboards
2. Display several Dashboards on a web page
3. “Stack” several Dashboards on top of each other
single URL
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Dashboard Layout – Contain in a Story Map
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Dashboard Layout – Display on a Web Page
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Dashboard Layout – Stack Embedded Content Elements
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Dashboard Elements Many data visualization options
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Dashboard Elements
• Header
• Side Panel
• Map and Map Legend
• Serial chart
• Pie chart
• Indicator
• Does a Dashboard need to have ALL of these elements?
• Gauge
• List
• Details
• Rich text
• Embedded Content
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Tips for Visual Elements
• Ensure they are legible
• Provide context to data
• Less is more
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Charts
• Visualize your data so that you can make better decisions faster
• Likely one of the key data visualizations used in a Dashboard
• Pie Chart → Show part-to-whole relationships or for data composition
• Serial Chart → Compare something between different groups or track change(s) over time
of people are
visual thinkers
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Pie Chart element
• Use ‘donut’ style over ‘pie slices’ style
• Limit to 6 categories or less
• Use labels or legend, not both
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Pie Chart Examples
• Suggestions to
improve?
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Serial Chart element
• Start from ‘0’ value, especially when there are many categories
• Use 5-7 lines at most
• Remove gridlines
• Use scalebar when applicable
• Suggestions to
improve?
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Serial Chart - Good Examples
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Serial Chart - Good Examples
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Serial Chart - Good Example
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Indicator element
• Great performance indicator
- Simple, easy to interpret
• Leverage other properties
- Icon
- Supporting text
- Colors
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Indicator - Good Examples
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List element
• Only display relevant information
- Purpose of the list
• Considerations:
- Which attributes are needed?
- In what order?
- How many features?
• Leverage HTML to help format appearance
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Gauge element
• Provide context
• Unit of measure
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Gauge Example
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Embedded Content element
• Include web pages, video, and apps
• Social media content
• Can provide additional context to Dashboard
• Video
- Get the embed code (an HTML fragment)
- copy/paste its ‘src’ property
- Set Content Type as Document
• <iframe width="1280" height="720" src="https://www.youtube.com/embed/wmnkAOO6Qo4" frameborder="0"
allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
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Embedded Content element
• Survey123 web forms
- Support data collection workflows
• Web AppBuilder apps
- Enable editing workflows
- Incorporate custom widget functionality
• 3D web scenes
- 3D visualizations
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Mobile Dashboard Example
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Colors can be used for Different Purposes
• Connect related data together across different elements of the dashboard
• For branding purposes to create a feeling of authenticity
• Evoke emotion (discomfort or relief)
• Ease eye strain and reduce harshness in dim lighting environments
• Create a captivating aesthetic
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Using Color in Data Visualizations
• If you need more than 7 colors in a chart, consider
- Use another chart type
- Group categories together
• Use same color for the same variables
- Across different elements
• Apply appropriate contrast
• Use intuitive colors
• Light colors for low values, dark colors for high values
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Dashboard Color – Example 1
• Suggestions to
improve?
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Dashboard Color – Example 2
• Suggestions to
improve?
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Dashboard Color – Example 3
• Suggestions to
improve?
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Design Theory
• Von Restorff Effect:
• Source: https://lawsofux.com/
Aka: The isolation effect, predicts that when
multiple smaller objects are present, the
one that differs from the rest is likely to
be remembered
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Colors – Some Good Examples
• Select colors to contrast with the background
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Colors – Example 1
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Colors – Example 2
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Colors – Example 3
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Interactive Dashboards
• An interactive dashboard involves:
1. Events: map extent change or selection change (triggered by user)
2. Actions: spatial/attribute-based filtering or map actions
3. Defined at source elements, applied to target elements
• Configure and apply multiple filters to drill down on data
• Set up attribute-based filters to show related records
• Flexibility-usability tradeoff: As the flexibility of a system increases,
the usability of the system decreases
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Selectors and Filters
• Header or Side Panel?
- Header → minimal choices
- Side Panel → more choices
• Filters
- How many?
- Buttons or Dropdown?
- Configure actions
- Spatial or attribute?
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Mobile Dashboard Considerations
• Dashboards authored for Desktops need to be refactored for mobile
• Configure focused Dashboards
- Less is more
• What is the purpose of the mobile Dashboard?
- Keep information content minimal
• Authoring experience for mobile Dashboards is different
• Blog: Strategies & Best Practices for using Dashboards on your Smartphone
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Designing Mobile Dashboards
• Need to refactor the layout for mobile devices
A
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ArcGIS Solutions Team
• Industry template
Dashboards
• https://solutions.arcgis.com/
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Resources
• Operations Dashboard product page
• Operations Dashboard help documentation
• Operations Dashboard – Useful Links blog
- Contains links to many example Dashboards
• Operations Dashboard Customer examples ppt deck (on Compass)
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Print Your Certificate of Attendance
Print Stations Located in 150 Concourse Lobby
Tuesday12:30 pm – 6:30 pm
Expo
Hall B
5:15 pm – 6:30 pm
Expo Social
Hall B
Wednesday10:45 am – 5:15 pm
Expo
Hall B
6:30 pm – 9:30 pm
Networking Reception
Smithsonian National Museum
of Natural History
![Page 70: Operations Dashboard: Effective by Design · Dashboards - Patterns of Use •Strategic •Tactical / Analytical •Operational •Informational-Not shown in conceptual diagram-Less](https://reader031.vdocuments.us/reader031/viewer/2022011912/5f997a262870885ced50cc00/html5/thumbnails/70.jpg)
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