Analytics Visualization Patterns Skill
When to Use
- Planning a new dashboard or updating existing visualizations.
- Coaching teams on self-serve analytics adoption.
- Auditing visual design, accessibility, and narrative clarity.
Framework
- Audience & Story – clarify persona, decision cadence, and key questions.
- Layout & Hierarchy – organize tiles by funnel (overview → drill-down → diagnostic), highlight KPIs.
- Chart Selection – match metric type to chart (trend, composition, comparison, distribution).
- Accessibility – color contrast, labels, tooltips, mobile/responsive considerations.
- Narrative & Actions – annotate insights, embed CTA buttons or playbook links.
Templates
- Dashboard wireframe grid with KPI slots.
- Metric dictionary (definition, source, owner, refresh schedule).
- Adoption checklist (stakeholder review, enablement session, feedback form).
Tips
- Keep hero KPIs at top-left with trend vs target.
- Use consistent color palettes for good/bad variance.
- Embed documentation or Loom walkthroughs directly in BI tool when possible.