Best Practices for Creating Visualization Cards

• Be sure to include the following information in the description:
  • The business initiative
  • The card’s strategic importance
  • Actions the user can take based on this data
  • Helpful alerts the user can set
  • The date range
  • Drilldown options for the card
  • The refresh rate
  • Who the card is audited by
    
• Use an appropriate chart type with…
  • A descriptive title
  • Named axes
  • Consistent formatting with other cards in the collection (for example, blue line = forecast, green bar = current, and so on)
  • A goal line if there is a goal associated with the data
• Use an appropriate summary number for the data represented in the card.
• Ensure the card is linked to other appropriate content that applies to the same business question.
• Ensure the card is assigned to the appropriate owner (the person responsible for answering questions about the card).

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Other Best Practices Topics

• Projects and Tasks Best Practices
• Best Practices for Managing DataSets
• Best Practices for Choosing Chart Types
• Top 10 Dashboard Design Best Practices
• Best Practices for Standardizing Visualization Cards
• Best Practices for Designing KPIs

• Best_Practices for Cards, Collections, & DataSets.pdf