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Is the data going to update and if so, how often? For very frequent updates (e.g. several times a week or more often), a static visualization may be time-consuming, as manual updating and exporting is required everytime new figures come in.
How much time do I have? Generally, an interactive dashboard is quicker to set up, especially if using an existing template. Hence, when in hurry, an interactive dashboard could be the way to go, even if there is not necessarily requirement for filters, slicers or other interactive elements. Once you have more time in your hands, you can start creating a more visually appealing static dashboard.
What is the key element in the dashboard? If the main component is a map with a plenty of detail, the interactive data visualization tools may not be strong enough for accommodating this (unless using a map-centered platform such as ArcGIS Maps or Carto)
Who are the main users and where are they located (e.g. in the HQ, regional office, field office, mobile field team)
How is the internet connectivity among the users of the dashboard? For those based in the HQ or regional offices, there are usually no constraints to internet access. However, if the main users will be based in the field, will they be able to load and display an interactive dashboard?
2. Choosing the right software (see the Visualization page for more details about the tools and technologies)
Different software is required for creating static and interactive visualizations. On both sides, there are several licensed and open-source options to choose from.
The three basic tools standard software for creating static visualizations are:
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such as
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ESRI ArcGIS Pro (licensed) or QGIS (open-source) for creating simple and sophisticated maps.
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Adobe Illustrator (licensed) or Inkscape (open-source) for compiling the visuals and giving a neat finishing touch to the product.
The two basic tools for creating interactive visualizations include:
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Power BI (licensed, comes with Office 365) for creating the visuals. There are also many alternative tools such as Tableau (comes with free and paid versions) and ArcGIS Dashboards (licensed) but these are less commonly used at OCHA.
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humanitarian snapshots, is Adobe Illustrator. This powerful vector graphics software is especially helpful for compiling and enhancing graphics and maps created on Excel, ArcGIS Pro or QGIS. Illustrator requires a subscription for the Adobe Creative Commons License. The closest open-source, free-of-charge equivalent of this software is Inkscape.
For interactive visualizations, the default tool is Microsoft Power BI, which is included in the Office 365 package. This software comes with a broad range of visualization options, including charts, tables and different maps. It is also compatible with plenty of cloud-storage services including SharePoint, DropBox and Google Drive. The final dashboards can be shared both for internal and public consumption.
More information about the software license request and the subsequent procurement process is available here.
3. Dissemination
No product is complete without proper dissemination and distribution. While the first step is to share the product with the requesting party, such as the operations manager, it is important to consider who else would benefit of the product.
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