Data Visualization & Dashboard Design Playbook
A Guide to Visual Hierarchy, Chart Selection, and Actionable BI Reporting
1. Chart Selection Guide
Choosing the right visual representation ensures fast cognitive processing and accurate interpretation by stakeholders.
Goal / Analytic Objective Recommended Chart Type Anti-Pattern / What to Avoid
Trend over time Line Chart or Area Chart Pie chart or 3D bar chart
Stacked Bar or Donut (max 4-5
Part-to-whole breakdown Multi-slice pie charts with > 5 categories
slices)
Correlation between 2
Scatter Plot with Trendline Dual-axis line charts with misleading scales
variables
Basic summary mean/average without
Distribution of single metric Histogram or Box Plot
range
2. Core Dashboard Layout & Design Rules
• F-Pattern Layout: Place high-level KPI summary cards across the top. Place detailed charts below from top-left
to bottom-right.
• Color Strategy: Use neutral grey backgrounds (#f8fafc), dark grey headers, and reserve vibrant accent colors
(e.g. blue or green) strictly for key datapoints or target lines.
• Contextual Benchmarks: Never report a metric in isolation. Always include historical comparison (e.g., vs.
Last Month or vs. Target).
Dashboard Usability Checklist:
1. Can an executive grasp performance in under 5 seconds?
2. Are standard number formats applied consistently (e.g., $1.2M vs 1234567)?
3. Are filter controls clearly placed at the top?
Data Visualization & UX Design Standard • Scribd Community Resource