Dashboard Design
Intermediate 14 min read Dashboard Design

Choosing the Right Chart

What are you comparing? Then pick the chart

Match the chart to the comparison: one dimension, change over time, part-to-whole, distribution, correlation, ranking, or flow. The right chart answers the right question 90% of the time.

chart typesbarslinesscatterhistogramheatmapchart chooser
Prerequisites: Visual Encodings
Before we start

What you will learn

  • Map the seven classic comparisons to their chart archetypes
  • Avoid chart-vs-message mismatches
  • Annotate the takeaway so the chart speaks
Introduction

What is this?

Chart selection is question-driven: change over time → line; magnitude compare → bar; part-to-whole → stacked bar or donut (sparingly); distribution → histogram/boxplot; correlation → scatter; ranking → ordered bar; flow → sankey/beeswarm. When the comparison type and the chart type disagree, readers reverse-engineer the wrong message.

Motivation

Why do you need it?

  • A mismatched chart smudges the exact comparison the user needs.
  • A small catalog of archetypes covers most production analytics.
  • Question-first selection is the defensible answer in chart reviews.
  • Using the right shape makes the takeaway pop without annotation crutches.
Think about it

Mental model

Imagine

A toolbelt with one tool per job

Think of

Chart types

You wouldn't use a wrench to hammer — but people do it with charts daily (scatter for trends, pie for rankings). Each chart is shaped exactly for one comparison type; the belt is small and you pick by the task, not by style.

Mechanics

How it works

  • Time-series → line/area (x = time), scatter for point-in-time correlation.
  • Category magnitude → vertical bars; many categories → horizontal bars.
  • Part-to-whole splits → stacked bars or a (documented) donut for 2-5 shares.
  • Distribution → histogram/binned bars, boxplots for summary stats.
  • Ranking → ordered horizontal bars; flow → sankey only when real flow exists.

Comparison → chart type.

Question type
Data shape
Chart archetype
Encode
Annotate
Hands-on

Examples

The 90% chart chooser

The 90% chart chooser
IF the question is:
"How did it move over time?" -> Line chart
"Which is bigger?" -> Vertical bar
"Which ranks highest?" -> Horizontal ordered bar
"Parts of the whole?" -> Stacked bar (or donut, 2-5 slices)
"How distributed?" -> Histogram / boxplot
"Do two things correlate?" -> Scatter + trend line
"What flows where?" -> Sankey (only real flows)

A small decision tree covers nearly every analytics chart request. Deviations need a written reason.

Real world

In production

  • An exec trend page uses lines for monthly revenue and bars for plan-vs-actual deltas.
  • A pricing analysis uses a scatter of price vs volume to show the demand curve.
  • Support aging uses a histogram of ticket age bins instead of a line, so the distribution is visible.
Guidelines

Best practices

  • Answer the comparison type first; choose from the archetype catalog.
  • One chart, one message; resist combo-chart spaghetti.
  • Sorted categories when ranking; chronological when time.
  • Annotate the conclusion — charts should want to say something.
Watch out

Common mistakes

  • A scatter for time series (reorders the story).
  • A line for categories (implies continuity that isn't there).
  • Pies with 12 slices; stacked 100% bars hiding absolute drops.
  • Dual y-axes on a line chart that visually correlate unrelated scales.
When things break

Debugging tips

  • Charts 'feel off' to stakeholders → re-check the comparison-to-type match.
  • Line suggests a trend the data doesn't have → category data got a line; switch to bars.
  • Review caught a scatter without correlation → add the trend line/CI or drop it.
Interviews

Interview checkpoint

Practice

Hands-on lab

Pick the Chart from the Data Story
40 min · intermediate
In progress
Objectives
  • Map question types to chart archetypes from facts
  • Compute the trend stats that justify line vs bar
  • Build the histogram supports for distribution claims

Pick the Chart from the Data Story

40 min · intermediate

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sandbox · Linux sandbox
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Test yourself

Quick quiz

0/2
1

Which chart emphasizes continuous change over time?

2

A pie with ten slices is a good way to compare category shares.

Go deeper

Official documentation