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

1. Audience & Story – clarify persona, decision cadence, and key questions.
2. Layout & Hierarchy – organize tiles by funnel (overview → drill-down → diagnostic), highlight KPIs.
3. Chart Selection – match metric type to chart (trend, composition, comparison, distribution).
4. Accessibility – color contrast, labels, tooltips, mobile/responsive considerations.
5. 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.

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