Credit Unions | Dashboards and Data Viz | iDashboards Products

Sean Warren here, blogging live from the #iDashboards16 Conference in Las Vegas.  Here’s some extra credit from the iDashboards 101 session.

Purpose of a Dashboard

Technical consultants, Ben Clark and Ken Rose, started the session by asking who in the room was brand new to using the iDashboards platform.  The result – around 50% were just starting out. If you’re like them and new to the dashboard scene, it’s good to the purpose of a dashboard. Some of topics Ben touched on were the following:

  • Transparency – dashboards on the wall or on your website
  • Reporting – stakeholders need information in real time
  • Decision Making – red bad, green good
  • Finding anomalies in your data

You have iDashboards – now what?

Figuring out which key performance indicators (KPIs) and goals are important to the organization is always the first step of creating a successful dashboard.  It’s best to revisit the current reporting and ask a lot of “Why?” questions.  The more you understand about the data and why it’s important to the overall success of the organization, the easier it will be to build engaging dashboards.

When building your dashboards, 'keep the end user in mind' Click To Tweet

When building your dashboards, “keep the end user in mind”.  This reminded me of a great quote from the inspirational tale of a young Joe Dirt – “It’s not what you like, it’s the consumer.”



Read next: What Is The Purpose of a Dashboard?

Live Social Experiment – the data of our attendees

Unsuspecting attendees didn’t know they were being observed as they walked in the door to our iDashboards 101 session. Attendees were stopped as they walked into the room and were assigned an ID number.  While they were getting that ID number, two people were observing the attendee for traits like what color hair or shirt they were wearing, whether they were male or female, and if they were holding anything in their hand to name a few. Ken Rose, iDashboards Product expert, described the process for creating a dashboard, including the data collection, identifying the audience, storyboarding, and dashboard design.  Ken said, “This isn’t just an infographic, this is a real dashboard with interactivity and drilldowns built into each chart.”

This isn’t just an infographic, this is a real dashboard with interactivity and drilldowns built into each chart. Click To Tweet

Below is the dashboard they built, live on the spot, during their session at the iDashboards Conference.

iDashboards Conference 2016 Live Dashboard

Come back and see more useful snippets from our sessions at the iDashboards Conference.  Feel free to join the conversation and give us some insight on how you started your dashboarding project on Twitter or Facebook using #iDashboards16.

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Sean Warren Program Manager for Implementation and Solutions Consulting @iDashboards

Sean has helped hundreds of clients transform their rows and columns into beautiful dashboards and is currently focused on client on-boarding, consulting, and retention. He has a passion for non-profit success with experience in QuickBooks, Microsoft SQL Server, and various data-prep tools. When he's not building dashboards, you'll find him on a mountain bike with his son (Arthur) or vacuuming fur from 2 Siberian Huskies (Nymeria and Sven).


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