Question

Create Story Board OR Dashboard (Size – Fixed)

o   Are all questions Answered?

o   Dashboard Title (Dark Gray)

o   Add notations on vizzes and dashboards to answer the questions.

o   Add an exploratory dashboard at the end of the storyboard.

 

Layout

o   Summary on top horizontal bar. Upper left – Most imp.

o   No Scroll bars

 

Dashboard and Sheet Titles (Dark gray)

o   Clearly named with Proper punctuation/capitalization

o   View titles are all formatted similarly

 

  Legend

o   Highlights ON

o   Formatted with symbols ($, %, K/M/B)

 

Axes - (Dark Gray - Verdana)

o   Labels are clean and understandable to a layperson

o   Formatted with symbols ($, %, K/M/B)

 

Tooltips (Calibri or Cambria)

o   USE VIZ IN A TOOLTIP

o   Include all possible dimensions

o   Add: "Click on an attribute in the tooltip to select other marks with the same value.” (Small and Italics)

o   Formatted properly – Bigger font top middle

o   Maybe create sentence

o   Roll over everything

o   Formatted with symbols ($, %, K/M/B)

 

Filters

o   Add Verb in front of Filter name – Choose/Pick/Select

o   Ensure Hierarchy works. Top – Show all values. Lower – Show relevant.

o   Combine all Filters in a container. Add legends here too.

o   Add Apply button + Remove All when appropriate

o   Apply to all views if possible. (Right scope)

o   Works properly – No blank views/blank filters + Views fit consistently on filter application.

 

Formatting - Parameters and filters look the same

 

Color – Single colorblind palette across dashboard. Less colors.

 

Actions

o   Add highlight actions

o   Show all values if unchecked

o   Test for unexpected outcomes, make sure they clear/stay as appropriate for your story

 

Clean presentation

o   Sheet/dashboard tab titles (No  “Sheet 12” labels).

o   For Tooltip sheet – add “Tooltip - ***” to the title.

o   Hide sheets. Keep only Storyboard/Dashboard

o   Color sheets based on dashboards

o   Hide unused fields