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6 Tips For Giving Your Reporting Dashboards A Makeover

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6 Tips For Giving Your Reporting Dashboards A Makeover

In their new book ‘Making Numbers Count,’ co-authors Chip Heath and Karla Starr explain that our brains have not evolved to easily understand large numbers.

We really only have an instinct for small quantities – as in, five and fewer.

Beyond that, it’s just some vague notion of “lots.”

But with 2.5 quintillion bytes of data being created every day, dealing only with the numbers 0 to 5 in our reporting is a luxury we don’t have.

Data visualizations serve to transform and compare large amounts of data, but most reporting dashboards today are still like 1990s websites.

We put up with them, but they’re ugly and awful, and we wouldn’t trust them with our credit cards.

Non-strategic reports – dashboards that are too cluttered or too sparse to comprehend – make it harder for your clients and stakeholders to understand the data and take smart action.

Here’s how to turn those clunky dashboards into useful analysis.

1. Get Rid Of Charts That Have No Purpose

Not every chart in your dashboard deserves to be there.

Image created by author, January 2022

Unnecessary charts distract and compete for attention with graphs that do matter.

They can also derail meetings, encouraging your client to focus on minutia and natural variance rather than the essential.

Not all data breakouts are useful. Some are just useless, and some are anti-useful.

Make each chart earn its place in the dashboard by removing everything that doesn’t:

  • Tie back to objectives.
  • Provide context.
  • Aid comprehension.

2. Get Rid Of “Unnecessary Ink”

Statistician and dataviz pioneer Edward Tufte explains,

“…clutter and confusion are failures of design, not attributes of information.”

Tufte introduced the “data-ink ratio,” which tells us to strip all decorative or extra “ink” from charts until we’re left with only the essential.

a side-by-side comparison of a chart with decorative background colors, and one with only the barsImage created by author, January 2022

Improve your data-ink ratio by minimizing or removing:

  • Any bevel or 3D effects.
  • Gridlines.
  • Redundant chart legends.
  • Chart borders and shadows.
  • Background color fills.

Tables are inherently busy, showing a lot of data all at once.

To make your tables easier to read:

  • Remove pagination and row numbers.
  • Use compacted numbers (12M instead of 12,000,000).
  • Remove truncation (“…”) by expanding the column width or wrapping text.
  • Remove decimals (when numbers are >1).
    Low data ink vs. high data inkImage created by author, January 2022

When you introduce white space and eliminate chartjunk, your reports tell a clearer story.

3. Fix Misleading Axes

Sometimes charts are so intentionally misleading that they end up making headlines.

job charts sorted by various criteriaImage created by author, January 2022

More often, though, charts that mislead do so unintentionally.

Here’s how to find and fix common data visualization mistakes.

One common mistake is using a “truncated graph,” where the y-axis doesn’t start at 0.

Truncated graphs are so common that Google Data Studio uses them by default in some of its chart options.

The fix for this is easy.

Just set any “axis minimums” from auto to zero.

a chart with a non-0 y-axis corrected to 0Image created by author, January 2022 

While less common, charts can sometimes have an inappropriate maximum.

This can happen when you’ve hardcoded the max axis based on a previous data set, and you forget to update it when it’s using a different data range.

Also a very easy fix.

Another issue is using a “logarithmic scale” for your charts.

When you’ve tried to get a chart to look a certain way and nothing else worked, you may have switched over to log scale for better visualization.

Unless you’re truly working with logarithmic data though, that’s not okay.

Change it back to linear.

4. Fix Poor Chart Selection

Chart selection is not as easy as just changing an axis. But it’s arguably more important, and easier to get wrong.

Campaign conversion ratesImage created by author, January 2022

Have you ever tried to use a chart selection guide, only to be asked whether your data is nominal or categorical?

If you’re not fluent in data visualization, then it can feel easier to just stick with trial and error until you land on something that looks okay.

Marketer’s Crash Course In Chart Selection

This is not a complete guide, but it covers a lot of dashboard mistakes:

  • Use scorecards for your big KPIs, even if the same data is in tables and other graphs in the report. It emphasizes what’s most important.
  • Use line charts to show trends over time. If your x-axis is anything other than a time series (continuous data), don’t use a line chart.
  • Only use pie/donut charts to show the composition of a whole, ideally with five or fewer categories. Need to compare pie charts to each other to show a change in composition? You probably need a different chart type. A stacked bar chart could be a good choice.
  • Map charts are a good way to visualize data across regions, and clients seem to like them. Be sure that you’re not just mapping population data though, which is generally not helpful in making business decisions.
  • Bar charts work well to compare category performance for a single metric. Think sales driven by (campaign, landing page, etc).
various chart stylesImage created by author, January 2022

5. Add Contrast

Removing “unnecessary ink” from your charts puts you on the right track.

This next step is to layer on “necessary ink” that focuses your reader’s attention and makes your chart even easier to interpret.

These three charts all use an identical data set:

3 charts of identical data, with different lines weighted for emphasisImage created by author, January 2022

Chart A has no focus and feels “noisy.”

Charts B and C vary line thickness and color to draw your attention to a single line.

Even though you don’t know the actual metrics or dimensions in Charts B and C, you immediately know where to focus.

This is an example of using “pre-attentive attributes,” which our brains process instantly on a subconscious level.

When you want to emphasize a key point, you can increase contrast with preattentive attributes like:

Less content vs. more content chartImage created by author, January 2022

Don’t leave your audience asking “what am I looking at?”

Help them out with contrast and preattentive attributes.

6. Add Context

Context is another type of “necessary ink” that clarifies the meaning of your visualizations.

As a marketer and subject matter expert, you know what your charts are about.

You can survey all your dashboards and quickly identify trends and outliers.

For your clients and stakeholders, that’s probably not the case.

The people on the receiving end of your reports are likely not intimately familiar with the acronyms and shorthand that’s obvious to you.

They need more context in the form of:

  • Chart titles and descriptions.
  • Acronyms that are spelled out and defined.
  • Annotations and microcopy.

Your audience also needs a better understanding of the factors driving the trends and data changes in the report.

The metric is the “effect,” but what is the “cause”?

Covid-19 impact on paid search chartImage created by author, January 2022

Look beyond the metrics themselves to find the narrative.

  • What are the internal and external forces that contribute to performance?
  • What backstory might they be missing (historical, seasonality, competition, buyer preference)?
  • Given current and projected trends, what needs to happen next?

Finally, don’t assume that your audience knows the targets, even if they were the ones who set them.

Help them out by comparing performance to goals and not just previous time periods.

Conclusion

‘Presentation Zen’ author Garr Reynolds said,

“…you can achieve simplicity in the design of effective charts, graphs and tables by remembering three fundamental principles: restrain, reduce, emphasize.”

Remove what is unnecessary, fix remaining problems, and add context and meaning to make your charts and dashboards as powerful as possible.

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Featured Image: Saklakova/Shutterstock




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8% Of Automattic Employees Choose To Resign

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8% Of Automattic Employees Choose To Resign

WordPress co-founder and Automattic CEO announced today that he offered Automattic employees the chance to resign with a severance pay and a total of 8.4 percent. Mullenweg offered $30,000 or six months of salary, whichever one is higher, with a total of 159 people taking his offer.

Reactions Of Automattic Employees

Given the recent controversies created by Mullenweg, one might be tempted to view the walkout as a vote of no-confidence in Mullenweg. But that would be a mistake because some of the employees announcing their resignations either praised Mullenweg or simply announced their resignation while many others tweeted how happy they are to stay at Automattic.

One former employee tweeted that he was sad about recent developments but also praised Mullenweg and Automattic as an employer.

He shared:

“Today was my last day at Automattic. I spent the last 2 years building large scale ML and generative AI infra and products, and a lot of time on robotics at night and on weekends.

I’m going to spend the next month taking a break, getting married, and visiting family in Australia.

I have some really fun ideas of things to build that I’ve been storing up for a while. Now I get to build them. Get in touch if you’d like to build AI products together.”

Another former employee, Naoko Takano, is a 14 year employee, an organizer of WordCamp conferences in Asia, a full-time WordPress contributor and Open Source Project Manager at Automattic announced on X (formerly Twitter) that today was her last day at Automattic with no additional comment.

She tweeted:

“Today was my last day at Automattic.

I’m actively exploring new career opportunities. If you know of any positions that align with my skills and experience!”

Naoko’s role at at WordPress was working with the global WordPress community to improve contributor experiences through the Five for the Future and Mentorship programs. Five for the Future is an important WordPress program that encourages organizations to donate 5% of their resources back into WordPress. Five for the Future is one of the issues Mullenweg had against WP Engine, asserting that they didn’t donate enough back into the community.

Mullenweg himself was bittersweet to see those employees go, writing in a blog post:

“It was an emotional roller coaster of a week. The day you hire someone you aren’t expecting them to resign or be fired, you’re hoping for a long and mutually beneficial relationship. Every resignation stings a bit.

However now, I feel much lighter. I’m grateful and thankful for all the people who took the offer, and even more excited to work with those who turned down $126M to stay. As the kids say, LFG!”

Read the entire announcement on Mullenweg’s blog:

Automattic Alignment

Featured Image by Shutterstock/sdx15

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YouTube Extends Shorts To 3 Minutes, Adds New Features

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YouTube Extends Shorts To 3 Minutes, Adds New Features

YouTube expands Shorts to 3 minutes, adds templates, AI tools, and the option to show fewer Shorts on the homepage.

  • YouTube Shorts will allow 3-minute videos.
  • New features include templates, enhanced remixing, and AI-generated video backgrounds.
  • YouTube is adding a Shorts trends page and comment previews.

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How To Stop Filter Results From Eating Crawl Budget

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How To Find The Right Long-tail Keywords For Articles

Today’s Ask An SEO question comes from Michal in Bratislava, who asks:

“I have a client who has a website with filters based on a map locations. When the visitor makes a move on the map, a new URL with filters is created. They are not in the sitemap. However, there are over 700,000 URLs in the Search Console (not indexed) and eating crawl budget.

What would be the best way to get rid of these URLs? My idea is keep the base location ‘index, follow’ and newly created URLs of surrounded area with filters switch to ‘noindex, no follow’. Also mark surrounded areas with canonicals to the base location + disavow the unwanted links.”

Great question, Michal, and good news! The answer is an easy one to implement.

First, let’s look at what you’re trying and apply it to other situations like ecommerce and publishers. This way, more people can benefit. Then, go into your strategies above and end with the solution.

What Crawl Budget Is And How Parameters Are Created That Waste It

If you’re not sure what Michal is referring to with crawl budget, this is a term some SEO pros use to explain that Google and other search engines will only crawl so many pages on your website before it stops.

If your crawl budget is used on low-value, thin, or non-indexable pages, your good pages and new pages may not be found in a crawl.

If they’re not found, they may not get indexed or refreshed. If they’re not indexed, they cannot bring you SEO traffic.

This is why optimizing a crawl budget for efficiency is important.

Michal shared an example of how “thin” URLs from an SEO point of view are created as customers use filters.

The experience for the user is value-adding, but from an SEO standpoint, a location-based page would be better. This applies to ecommerce and publishers, too.

Ecommerce stores will have searches for colors like red or green and products like t-shirts and potato chips.

These create URLs with parameters just like a filter search for locations. They could also be created by using filters for size, gender, color, price, variation, compatibility, etc. in the shopping process.

The filtered results help the end user but compete directly with the collection page, and the collection would be the “non-thin” version.

Publishers have the same. Someone might be on SEJ looking for SEO or PPC in the search box and get a filtered result. The filtered result will have articles, but the category of the publication is likely the best result for a search engine.

These filtered results can be indexed because they get shared on social media or someone adds them as a comment on a blog or forum, creating a crawlable backlink. It might also be an employee in customer service responded to a question on the company blog or any other number of ways.

The goal now is to make sure search engines don’t spend time crawling the “thin” versions so you can get the most from your crawl budget.

The Difference Between Indexing And Crawling

There’s one more thing to learn before we go into the proposed ideas and solutions – the difference between indexing and crawling.

  • Crawling is the discovery of new pages within a website.
  • Indexing is adding the pages that are worthy of showing to a person using the search engine to the database of pages.

Pages can get crawled but not indexed. Indexed pages have likely been crawled and will likely get crawled again to look for updates and server responses.

But not all indexed pages will bring in traffic or hit the first page because they may not be the best possible answer for queries being searched.

Now, let’s go into making efficient use of crawl budgets for these types of solutions.

Using Meta Robots Or X Robots

The first solution Michal pointed out was an “index,follow” directive. This tells a search engine to index the page and follow the links on it. This is a good idea, but only if the filtered result is the ideal experience.

From what I can see, this would not be the case, so I would recommend making it “noindex,follow.”

Noindex would say, “This is not an official page, but hey, keep crawling my site, you’ll find good pages in here.”

And if you have your main menu and navigational internal links done correctly, the spider will hopefully keep crawling them.

Canonicals To Solve Wasted Crawl Budget

Canonical links are used to help search engines know what the official page to index is.

If a product exists in three categories on three separate URLs, only one should be “the official” version, so the two duplicates should have a canonical pointing to the official version. The official one should have a canonical link that points to itself. This applies to the filtered locations.

If the location search would result in multiple city or neighborhood pages, the result would likely be a duplicate of the official one you have in your sitemap.

Have the filtered results point a canonical back to the main page of filtering instead of being self-referencing if the content on the page stays the same as the original category.

If the content pulls in your localized page with the same locations, point the canonical to that page instead.

In most cases, the filtered version inherits the page you searched or filtered from, so that is where the canonical should point to.

If you do both noindex and have a self-referencing canonical, which is overkill, it becomes a conflicting signal.

The same applies to when someone searches for a product by name on your website. The search result may compete with the actual product or service page.

With this solution, you’re telling the spider not to index this page because it isn’t worth indexing, but it is also the official version. It doesn’t make sense to do this.

Instead, use a canonical link, as I mentioned above, or noindex the result and point the canonical to the official version.

Disavow To Increase Crawl Efficiency

Disavowing doesn’t have anything to do with crawl efficiency unless the search engine spiders are finding your “thin” pages through spammy backlinks.

The disavow tool from Google is a way to say, “Hey, these backlinks are spammy, and we don’t want them to hurt us. Please don’t count them towards our site’s authority.”

In most cases, it doesn’t matter, as Google is good at detecting spammy links and ignoring them.

You do not want to add your own site and your own URLs to the disavow tool. You’re telling Google your own site is spammy and not worth anything.

Plus, submitting backlinks to disavow won’t prevent a spider from seeing what you want and do not want to be crawled, as it is only for saying a link from another site is spammy.

Disavowing won’t help with crawl efficiency or saving crawl budget.

How To Make Crawl Budgets More Efficient

The answer is robots.txt. This is how you tell specific search engines and spiders what to crawl.

You can include the folders you want them to crawl by marketing them as “allow,” and you can say “disallow” on filtered results by disallowing the “?” or “&” symbol or whichever you use.

If some of those parameters should be crawled, add the main word like “?filter=location” or a specific parameter.

Robots.txt is how you define crawl paths and work on crawl efficiency. Once you’ve optimized that, look at your internal links. A link from one page on your site to another.

These help spiders find your most important pages while learning what each is about.

Internal links include:

  • Breadcrumbs.
  • Menu navigation.
  • Links within content to other pages.
  • Sub-category menus.
  • Footer links.

You can also use a sitemap if you have a large site, and the spiders are not finding the pages you want with priority.

I hope this helps answer your question. It is one I get a lot – you’re not the only one stuck in that situation.

More resources: 


Featured Image: Paulo Bobita/Search Engine Journal

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