ant-design/docs/spec/visualization-page.en-US.md
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docs: Improved some english translations (#53568)
Co-authored-by: Fardad Afscharian <fardad.afscharian@accenture.com>
2025-04-21 10:35:39 +08:00

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Design Patterns Template Document 2 Visualization Page

Data visualization templates depict information and assist users to understand the data, by displaying a series of multiple charts. By viewing and interacting with the charts, users can analyze the data and eventually create data-driven strategies.

Design Goals

To help users quickly and clearly understand the meaning of data, analyze trends and make decisions.


Design Principles

Organized

Define the layout logically, sort the content by priority. In most cases, in order to emphasize the common-used analysis thoughts, you should organize the information from top to bottom and from left to right, or use progressive interactions. To sum up, put the summary first, then focus on filters, and finally provide details whenever the user needs.

Focused

Put the most important charts and the key scorecards on the top or upper part the page.

Accurate

Keep data accurate, clear and complete.
1. Use the correct chart type.
2. Provide explanations where necessary.

Dos & Donts

Do Don't

When the data is highly aggregated, add details to your chart.


Do

Try to highlight the primary information by placing it first on a screen. Limit the sum of modules to 5-9 to avoid information overload.


Do

Make good use of filtering capability. Let users observe the overview and check the detailed data at the same time. This way users can explore data quickly whenever they have questions. text

Typical Templates

Presentation Dashboards

In order to help users make decisions, tile the most critical data from the overall perspective on the whole page. When all of the indicators share similar importance, choose the layout on the left; to emphasize one of them, select the one on the right.

Indicator Dashboards

When to use

When decision-makers need an overview and the option to gain further insights via drill-down.

Related capabilities

Key indicator, scorecard, filter, chart.

Monitor Dashboards

When to use

This type of dashboard provides an overview of the data for decision making. Usually there is a central topic, around which presents multi-dimension indicators, helping the users find out abnormal immediately.

Related capabilities

Key indicator, scorecard, chart, map.

Analytics Dashboards

Analytics dashboards separate the data-analysis interface into several parts. Usually their layouts are "summary and description" structure, showing overviews of the whole information with different aspects. These dashboards can assist the users to discover the current problems.

Multi-dimension Analytics Dashboards

When to use

To analyze multiple dimension of data, surround the same topic.

Related capabilities

Key indicator, scorecard, filter, chart.

Detail Templates

Detail templates display the overview and detailed information of a report or a unique indicator. Users can set texts, lists and charts according to their business needs.

Data Details

When to use

To show the details of the reports.

Related capabilities

Filter, chart, table.

Design Suggestions

Connect Analysis Steps

  • Figure out users roles and aims, and choose the categories of template accordingly. Different business roles pay attention to different key data. There are two common-used types of indicators: high-level dashboard data, and detailed information.
    • Decision-makers can select templates which describe the results;
    • Operators can choose templates which provide more analysis capabilities and detailed information.
  • Confirm the priority of the key indicators, and then define the page layouts accordingly. Put the most important data on the most outstanding positions.
  • Please remember, you can connect the user interfaces through interactive modes, telling your own stories.

Combination Methods of Cards

  1. One card, one topic.

  1. Place closely-related datasets on one card, and use split lines to break it into different areas.

Use Suitable Charts

After designing the draft layout, select related visualization charts based on how summarized or detailed the data is. Usually scorecards and ranking lists are used for information summaries, tables and texts express details, and charts are between the two categories.

Color Palette

Read more

Relative Rules

Relative Modules or Components