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Dashboard Design
Module 1: Intro to Dashboard Design
Welcome & Materials (3:21)
Step 1: Planning (13:31)
Step 2: Drafting the Topics (6:50)
Step 3: Choosing the Charts (6:58)
Step 4: Fine-Tuning the Formatting (11:27)
Step 5: Iterating for Infinity (3:56)
Module 2: 20 Stress-Free Charts
1 Point in Time (Tallies, Circles, Filled Squares, Outlined Squares, Bars, Stacked Bars) (26:31)
2 Points in Time (Slopes, Columns, Win/Loss Columns, Deviation Bars, Checkboxes, Sort-of Checkboxes with Squares or Circles) (29:57)
3+ Points in Time (Trendlines, Columns, Win/Loss Columns) (6:13)
Comparing to a Target/Goal (Checkboxes, Deviation Bars, Spillover Bars) (16:00)
Putting It All Together (26:51)
Module 3: Practicing Static Dashboards
Monitor Changes Over Time (56:04)
Compare Categories with Bars or Stacked Bars (19:54)
Compare Categories with Heat Tables (13:33)
Before-After Changes with Deviation Bars (22:15)
Module 4: Interactive Dashboards - Demographics
Step 1: Excel Table (28:35)
Step 2: Pivot Tables (21:09)
Step 3: Pivot Charts (3:55)
Step 4: Slicer(s) (2:42)
Repeat Steps 2-4 as Needed (11:33)
Adding More Rows to the Dataset (4:28)
Maps in Interactive Dashboards (with Helper Cells & Lookups) (18:25)
Formatting the Charts (with Helper Cells) (28:05)
Dynamic Takeaway Sentences (with Helper Cells & Concatenation) (26:46)
Module 5: Interactive Dashboards - Grantmaking
Step 1: Excel Table (22:20)
Step 2: Pivot Tables (3:09)
Step 3: Pivot Charts (1:25)
Step 4: Slicer(s) (1:56)
Repeat Steps 2-4 as Needed (9:05)
Formatting the Charts (with Helper Cells) (33:45)
Dynamic Takeaway Sentences (with Helper Cells & Concatenation) (22:47)
Module 6: Interactive Dashboards - YouTube Stats
Step 1: Excel Table (22:40)
Step 2: Pivot Tables (11:31)
Step 3: Pivot Charts (6:09)
Step 4: Slicer(s) (2:59)
Formatting the Charts (27:52)
Module 7: Interactive Dashboards - State Snapshots
Step 1: Excel Table (4:23)
Step 2: Pivot Tables; Step 3: Pivot Charts; and Step 4: Slicer (7:56)
Helper Table & Regular Chart (10:10)
(More) Helper Tables and Regular Charts (19:09)
Adding State Icons with the Stateface Font (13:15)
Dynamic Takeaway Sentences & Fine-Tuning (25:09)
Case Studies from Ann
A Library's Quarterly Report (8:00)
A Library's Monthly Report (5:52)
Visualizing Workshop Evaluation Results in a Short Report (10:50)
Visualizing Annual Survey Results in a One-Pager (12:26)
8 Ideas for Visualizing Change Over Time: A Newspaper's Case Study (17:54)
Public Health Outcomes (39:44)
Government Spending Over Time (29:41)
Visual Appendices (58:58)
Homeowners' Association Data (60:24)
Case Studies from Your Colleagues (Arranged newest to oldest)
The 2022 Cohort's Graduation Party (35:34)
The 2020 Cohort's Graduation Party (35:54)
Heather's Two Fundraising Dashboards (56:00)
Rebecca L.'s Monthly CARES Dashboard (47:23)
Terri's Dashboard & Dataviz Questions (38:55)
Bob's Advanced Dot Plot Questions (73:00)
Lauren's Monthly Report (47:20)
Lillian's 10-Page Report about an Online Conference's Feedback Survey (40:11)
Repeat Steps 2-4 as Needed
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