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Dashboard Design Worksheet


Want to try designing your own dashboard? Try using this worksheet to guide yourself through the process of identifying your audience, choosing your essential data, and experimenting with visualizations and layout.


Resources about Tableau, by Tableau:


Other examples of how dashboards and data viz are being developed and used in museums around the world:


Casino, A., Raes, N., Addink, W., & Woodburn, M. 2019. "Collections digitization and assessment dashboard, a tool for supporting informed decisions." Biodiversity Information Science and Standards.


Deal, L. 2015;2014. "Visualizing digital collections." Technical Services Quarterly 14-34.


Graham, M., Kennedy, J., & Downey, L. 2006. "Visual comparison and exploration of natural history collections." Proceedings of the Working Conference on Advanced Visual Interfaces - AVI 06.


Kräutli, F. 2016. "Visualising cultural data: Exploring digital collections through timeline visualisations." ProQuest Dissertations Publishing 1-341


Shirey, V. 2018. "Visualizing natural history collection data provides insight into collection development and bias." Biodiversity Data Journal 1-8.


Smith, V., Paul, D., Woodburn, M., Grant, S., Singer, R., & Love, K. 2018. "Shining a New Light on the World's Collections." iDigBio. August 14. Accessed September 19, 2019.’s-collections.


Windhager, F., Filipov, V. A., Salisu, S., & Mayr, E. 2018. "Visualizing Uncertainty in Cultural Heritage Collections." Eurographics Digital Library 2311-2330.


Block, F., Horn, M. S., Phillips, B. C., Diamond, J., Evans, E. M., & Shen, C. 2012. "The DeepTree exhibit: Visualizing the tree of life to facilitate informal learning." IEEE Transactions on Visualization and Computer Graphics 2789-2798.


Liffick, M. 2008. "The IMA Dashboard." MW2008.


Ma, J., Ma, K.-L., & Frazier, J. 2019. "Decoding a Complex Visualization in a Science Museum - An Empirical Study." IEEE Transactions on Visualization and Computer Graphics 1-1.

Rao, S. 2017. "When big data meets art appreciation." The Boston Globe, April 14.


Hinrichs, U., Schmidt, H., & Carpendale, S. 2008. "EMDialog: Bringing Information Visualization into the Museum." IEEE Transactions on Visualization and Computer Graphics 1181-1188.


Molineux, A., Zachos, L., Criswell, K. E., & Risen, T. 2012. "GIS, The Key to Collections Management of a Large Research Archive." Colleciton Forum 60-69.


Semal, P., Adam, M., Spiegel, D. V. D., Theeten, F., Engledow, H., Mergen, P., … Rubio, A. 2019. "CETAF Collection Dashboard: Mapping natural history collections diversity." Biodiversity Information Science and Standards.

OpenRefine can be a great time-saving tool when manipulating large datasets. This module from the Institute of Museum and Library Services specifically covers data cleaning with it.

Tips from Tableau on getting and keeping your data clean.


Resources for cleaning and preparing datasets:

This Smithsonian article goes into the historic evolution of data viz, if you're curious.

Here is a list of books about data viz that Tableau recommends.

A brief orientation to what data viz actually is and how it's uniquely useful. This also has links to many other resources.

This is a fabulous resource from Knowable Magazine about data viz best practices. It covers tips for choosing chart types and colors, common pitfalls, and why our design choices matter.


Resources for data viz best practices, terminology, tools, etc.:

Search for specific questions, tasks, or features.

A compiled list of tricks from data viz experts. It is organized by category and updated regularly. Note: it's not officially through Tableau but the third party Data Plus Science, LLC

Narrated video clips demonstrating how to do everything from data preparation and connection, to making and customizing a visualization, to dashboards, to exporting and sharing.

A more in-depth set of video modules on all topics. It requires a free login.

CollViz Video Tutorials

Follow along with demos of the pdf tutorials.


Dive into all the details of the entire CollViz story.

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