AgentSkillsCN

dashboards

仪表板设计原则

SKILL.md
--- frontmatter
name: dashboards
description: "Dashboard design principles"
<purpose> Design dashboards that communicate the most important information at a glance, grounded in visual perception science rather than decoration. </purpose>

<core_definition> "A dashboard is a visual display of the most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can be monitored at a glance." — Stephen Few </core_definition>

<essential_principles>

<single_screen_rule> A dashboard must fit on a single screen without scrolling. If it requires scrolling, it's not a dashboard—it's a report. The constraint forces prioritization. </single_screen_rule>

<at_a_glance> Information must be perceivable at a glance. This means:

  • No hunting for data
  • No mental calculations required
  • Immediate pattern recognition
  • Exceptions visible without interaction </at_a_glance>

<eloquence_through_simplicity> Reduce to the minimum necessary:

  1. Reduce non-data pixels: Eliminate unnecessary ones, de-emphasize others
  2. Enhance data pixels: Eliminate unneeded ones, highlight the most important

Every pixel should earn its place. If removing something loses no information, remove it. </eloquence_through_simplicity>

<color_discipline> Color is a scarce resource. Use it only for meaning:

  • Default: Grayscale for most data and UI elements
  • Reserve bright colors: Only for alerts, exceptions, highlights
  • Consistency: Same color = same meaning across all dashboards
  • When everything is bright, nothing stands out </color_discipline>

<appropriate_precision> Match precision to need:

  • Executives need trends and exceptions, not decimal places
  • Analysts need exact values for investigation
  • Operations needs real-time status, not historical depth

Don't display more precision than the viewer can use. </appropriate_precision>

</essential_principles>

<dashboard_types> Three primary types, each with different design requirements:

TypePurposeUpdateInteractionFocus
StrategicLong-term oversightDaily/WeeklyMinimalTrends, KPIs
AnalyticalDeep investigationAs neededHighDrill-down, comparison
OperationalReal-time monitoringSeconds/MinutesLowAlerts, current state

Most dashboards serve ONE type. Mixing types creates confusion. </dashboard_types>

<display_media_hierarchy> Choose the right display for the data:

Data TypeBest DisplayAvoid
Single KPI vs targetBullet graphGauge, pie chart
Trend over timeSparklineFull chart with axes
DistributionStrip plot, histogramPie chart
Part-to-wholeStacked bar3D pie, donut
ComparisonBar chartRadar chart
GeographicChoropleth3D globe
CorrelationScatter plotBubble chart
Current statusIndicator + valueAnimation

Rule: The simplest display that communicates the data wins. </display_media_hierarchy>

<intake> What are you designing?
  1. New dashboard — Need to determine type, metrics, layout
  2. Reviewing existing dashboard — Audit against Few's principles
  3. Specific component — Bullet graph, sparklines, KPI cards, alerts
  4. Display media selection — What chart type for this data?
  5. Color/layout guidance — Visual design decisions </intake>
<routing> | Topic | Reference | |-------|-----------| | Strategic/Analytical/Operational dashboards | `references/dashboard-types.md` | | The 13 common mistakes to avoid | `references/common-mistakes.md` | | Bullet graph design and implementation | `references/bullet-graphs.md` | | Sparklines for trends | `references/sparklines.md` | | Color rules and palettes | `references/color-guidelines.md` | | Visual perception science | `references/visual-perception.md` | | Layout and organization | `references/layout-organization.md` | | Choosing display media | `references/display-media.md` | </routing>

<quick_audit_checklist> Run through this for any dashboard:

Structure

  • Fits on single screen without scrolling?
  • Serves ONE dashboard type (strategic/analytical/operational)?
  • Most important information in top-left quadrant?

Display Media

  • Using bullet graphs instead of gauges?
  • Sparklines for trends instead of full charts?
  • No pie charts, 3D effects, or decorative elements?

Visual Design

  • Mostly grayscale with color reserved for meaning?
  • Adequate white space between groups?
  • Consistent alignment and sizing?

Data

  • Context provided (vs. target, vs. prior period)?
  • Appropriate precision for audience?
  • Exceptions highlighted, not hidden?

Perception

  • Can grasp key message in <5 seconds?
  • Related items grouped by proximity?
  • No chartjunk, gradients, or decorative images? </quick_audit_checklist>

<anti_patterns> Few's most critical warnings:

Gauges and Meters — Waste space, encode poorly, look "impressive" but communicate little. Replace with bullet graphs.

Pie Charts — Humans judge angles poorly. Use bar charts for comparison, bullet graphs for target tracking.

Traffic Lights Alone — Red/yellow/green without values loses critical context. Always show the number alongside status.

Bright Color Everywhere — When everything screams for attention, nothing gets it. Default to gray, highlight exceptions.

Scrolling Dashboards — If it scrolls, it's not a dashboard. Prioritize ruthlessly.

Decoration — Gradients, 3D effects, background images, corporate logos in data area. Every non-data pixel costs attention. </anti_patterns>

<integration> This skill works with: - **d3-expert** — Implementation patterns for bullet graphs, sparklines - **stakeholder-adaptation** — Adjust dashboard for executive vs. analyst audience - **charts-visualization-review** — Complementary principles (data-ink ratio, lie factor) - **behavioral-health-viz-patterns** — Domain-specific dashboard patterns </integration>