Tag: reporting

10 Tips for Effective Dashboard Design by Deloitte

10 Tips for Effective Dashboard Design by Deloitte

My colleague prof. Jack van Wijk pointed me towards these great guidelines by Deloitte on how to design an effective dashboard.

Some of these rules are more generally applicable to data visualization. Yet, the Deloitte 10 commandments form a good checklist when designing a dashboard.

Here’s my interpretation of the 10 rules:

  1. Know your message or goal
  2. Choose the chart that conveys your message best
  3. Use a grid to bring order to your dashboard
  4. Use color only to highlight and draw attention
  5. Remove unneccessary elements
  6. Avoid information overload
  7. Design for ease of use
  8. Text is as important as charts
  9. Design for multiple devices (desktop, tablet, mobile, …)
  10. Recycle good designs (by others)

In terms of recycling the good work by others operating in the data visualization field, check out:

I just love how Deloitte uses example visualizations to help convey what makes a good (dashboard) chart:

Screenshot from the Deloitte slidedeck
Screenshot from the Deloitte slidedeck
Pimp my RMD: Tips for R Markdown – by Yan Holtz

Pimp my RMD: Tips for R Markdown – by Yan Holtz

R markdown creates interactive reports from R code, including interactive reports, documents, dashboards, presentations, and even books. Have a look at this awesome gallery of R markdown examples.

Yan Holtz recently created a neat little overview of handy R Markdown tips and tricks that improve the appearance of output documents. He dubbed this overview Pimp my RMD. Have a look, it’s worth it!

Via https://rmarkdown.rstudio.com/authoring_quick_tour.html
Transitioning from Excel to R: Dictionary of common functions

Transitioning from Excel to R: Dictionary of common functions

Alyssa Columbus published maintains this GitHub repository with a great tutorial on how to move from Excel to R. Very useful for beginning useRs, the repository’s tutorial includes a translation table between Excel and R functions:

Excel Formula R Function Type
ABS abs Arithmetic
ADDRESS assign Essentials
AND &,&&,all Boolean
BETADIST pbeta Statistics
BETAINV qbeta Statistics
BINOMDIST pbinom when cumulative,dbinom when not Statistics
CEILING ceiling Arithmetic
CELL str has the same idea Essentials
CHIDIST, CHISQDIST pchisq Statistics
CHIINV, CHISQINV qchisq Statistics
CHITEST chisq.test Statistics
CHOOSE switch Essentials
CLEAN gsub Text
COLS, COLUMNS ncol Essentials
COLUMN col,:,seq Essentials
COMBIN choose Essentals
CONFIDENCE -qnorm(alpha/2)*std/sqrt(n) Statistics
CORREL cor Statistics
COUNT, COUNTIF length Arithmetic
COVAR cov Statistics
CRITBINOM qbinom Statistics
DELTA identical Boolean
EXACT == Boolean
EXP exp Arithmetic
EXPONDIST pexp when cumulative,dexp when not Statistics
FACT factorial Arithmetic
FACTDOUBLE dfactorial in the phangorn package Arithmetic
FDIST pf Statistics
FIND regexpr,grepl,grep Text
FINV qf Statistics
FISHER atanh Arithmetic
FISHERINV tanh Arithmetic
FIXED format,sprintf,formatC Essentials
FLOOR floor Arithmetic
FORECAST predict on an lm object Statistics
FREQUENCY cut,table Arithmetic
FTEST var.test Statistics
GAMMADIST pgamma if last argument T,dgamma if last arg. F Statistics
GAMMAINV qgamma Statistics
GAMMALN lgamma Statistics
GAUSS pnorm(x) - 0.5 Statistics
GCD gcd Arithmetic
GEOMEAN exp(mean(log(x))) Arithmetic
GESTEP >= Boolean
HARMEAN harmonic.mean in the psych package Arithmetic
HLOOKUP match,merge Essentials
HYPGEOMDIST dhyper Statistics
IF if,ifelse Essentials
IFERROR try,tryCatch Essentials
INDEX x[y,z] Essentials
INDIRECT get Essentials
INT as.integer(not for negative numbers),floor Arithmetic
INTERCEPT first element of coef of an lm object Statistics
ISLOGICAL is.logical Boolean
ISNA is.na Boolean
ISNUMBER is.numeric Boolean
ISTEXT is.character Boolean
KURT kurtosis in the moments package Statistics
LARGE sort Statistics
LCM scm in the schoolmath package Arithmetic
LEFT substr Text
LEN, LENGTH nchar Text
LINEST lm Statistics
LN, LOG log Arithmetic
LOG10 log10 Arithmetic
LOGINV qlnorm Statistics
LOGNORMDIST plnorm Statistics
LOWER tolower Text
MATCH match,which Essentials
MAX max (sometimes pmax) Arithmetic
MDETERM det Arithmetic
MEDIAN median Arithmetic
MID substr Text
MIN min (sometimes pmin) Arithmetic
MINVERSE solve Arithmetic
MMULT %*% Arithmetic
MOD %% Arithmetic
MODE as.numeric(names(which.max(table(x)))) Arithmetic
MUNIT diag Arithmetic
N as.numeric Arithmetic
NEGBINOMDIST dnbinom Statistics
NORMDIST, NORMSDIST pnorm when cumulative,dnorm when not Statistics
NORMINV, NORMSINV qnorm Statistics
NOT ! Boolean
NOW date,Sys.time Essentials
OR ` ,
PEARSON cor Statistics
PERCENTILE quantile Statistics
PERCENTRANK ecdf Statistics
PERMUT function(n,k) {choose(n,k)*factorial(k)} Arithmetic
PERMUTATIONA n^k Arithmetic
PHI dnorm Statistics
POISSON ppois when cumulatic,dpois when not Statistics
POWER ^ Arithmetic
PROB ecdf Statistics
PRODUCT prod Arithmetic
PROPER toupper Text
QUARTILE quantile Arithmetic
QUOTIENT %/% Arithmetic
RAND runif Arithmetic
RANDBETWEEN sample Arithmetic
RANK rank Essentials
REPLACE sub,gsub Text
REPT rep and paste or paste0 Text
RIGHT substring Text
ROUND round Arithmetic
ROUNDDOWN floor Arithmetic
ROUNDUP ceiling Arithmetic
ROW row,:,seq Essentials
ROWS nrow Essentials
RSQ summary of lm object Statistics
SEARCH regexpr,grep Text
SIGN sign Arithmetic
SKEW skewness in the moments package Statistics
SLOPE in coef of lm object Statistics
SMALL sort Arithmetic
SQRT sqrt Arithmetic
STANDARDIZE scale Statitics
STD, STDEV sd Arithmetic
STEYX predict on an lm object Statistics
STRING format,sprintf,formatC Text
SUBSTITUTE sub,gsub,paste Essentials
SUM, SUMIF sum Arithmetic
SUMPRODUCT crossprod Arithmetic
TDIST pt Statistics
TEXT format,sprintf,formatC Text
TINV abs(qt(x/2,data)) Statistics
TODAY Sys.Date Essentials
TRANSPOSE t Arithmetic
TREND fitted of an lm object Statistics
TRIM sub Essentials
TRIMMEAN mean(x,trim=tr/2) Arithmetic
TRUNC trunc Essentials
TTEST t.test Statistics
TYPE typeof,mode,class Essentials
UPPER toupper Text
VALUE as.numeric Arithmetic
VAR var Essentials
VLOOKUP match,merge Essentials
WEEKDAY weekdays Essentials
WEIBULL pweibull when cumulative,dweibull when not Statistics
ZTEST pnorm Statistics