How do you optimize data visualization and dashboards for mobile and web platforms?

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Data visualization and dashboards are essential tools for predictive maintenance, as they help you monitor, analyze, and communicate the performance and condition of your assets. However, creating effective and engaging data visualizations and dashboards for mobile and web platforms can be challenging, as you need to consider different factors such as user needs, screen size, interactivity, and data quality. Here are some tips and best practices to optimize data visualization and dashboards for mobile and web platforms, based on the predictive maintenance field.

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Carlos E. Torres

CEO @ Power-MI | Predictive Maintenance, Mechatronics, Executive Leadership

1 Know your audience

The first step to optimize data visualization and dashboards for mobile and web platforms is to understand who your audience is, what their goals are, and how they will use your data. For example, are they technicians, managers, or customers? Do they need to access the data on the go, or on a desktop? Do they want to see detailed information, or a summary? Do they need to take action, or just be informed? Knowing your audience will help you design data visualizations and dashboards that are relevant, useful, and easy to understand.

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Carlos E. Torres

CEO @ Power-MI | Predictive Maintenance, Mechatronics, Executive Leadership
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In my experience, tailoring dashboards for predictive maintenance involves deeply understanding each audience segment. For technicians and analysts, it's crucial to display diagnostic data like vibration analysis or thermography results in a detailed yet digestible format. Maintenance departments, on the other hand, prioritize actionable insights like asset conditions and maintenance notifications. For production and operations, a simplified overview showing production line availability is key. Lastly, for upper management, showcasing predictive maintenance's impact on cost reduction and ROI is essential. Balancing these needs ensures that everyone receives relevant, actionable data.

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Joaquim de Jesus Barata Goma

Experienced Gas Turbine Advisor | Expert in LM2500 & LM6000, RB21, Titan 130, Mars 100, Taurus 60, Centaur 40, Saturn 20 | Precision Engineering
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Para otimizar a visualiza??o de dados e dashboards para plataformas móveis e web, aqui est?o algumas dicas que podem ajudar: 1-Escolha da Ferramenta Certa: 2-Design Responsivo: 3-Simplicidade e Clareza: 4-Interatividade: 5-Desempenho: 6-Testes em Diferentes Dispositivos: 7-Atualiza??o dos Dados: 8-Treinamento e Suporte:

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2 Choose the right format

The next step is to choose the right format for your data visualization and dashboards, depending on the type and amount of data you have, and the message you want to convey. For example, you can use charts, graphs, tables, maps, gauges, or indicators to show different aspects of your data, such as trends, patterns, comparisons, or status. However, you should avoid using too many or too complex formats, as they can make your data visualization and dashboards cluttered, confusing, or misleading. You should also use consistent and appropriate colors, fonts, and symbols to enhance the readability and aesthetics of your data visualization and dashboards.

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Carlos E. Torres

CEO @ Power-MI | Predictive Maintenance, Mechatronics, Executive Leadership
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I often notice the challenge of selecting the right parameters for trend analysis. Young analysts or IT professionals new to predictive maintenance might overload dashboards with irrelevant data. The ideal format simplifies alarm detection, focusing on key parameters for early anomaly identification. This prevents data saturation and keeps dashboards clear and actionable.

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3 Optimize for mobile

If you want to optimize data visualization and dashboards for mobile platforms, you need to consider the limitations and opportunities of mobile devices, such as screen size, touch interaction, orientation, and connectivity. For example, you should use responsive design to adapt your data visualization and dashboards to different screen sizes and orientations, and avoid using too much text or too small elements that can be hard to read or tap on a mobile device. You should also use interactive features, such as filters, sliders, or buttons, to allow users to explore and manipulate the data on their mobile devices. Moreover, you should ensure that your data visualization and dashboards load fast and work offline, as mobile users may have limited or unstable internet access.

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Carlos E. Torres

CEO @ Power-MI | Predictive Maintenance, Mechatronics, Executive Leadership
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From what I've seen, predictive maintenance analysts rarely use mobile devices for in-depth data analysis due to screen size limitations. However, tablets are increasingly used for visualizing measurement data during inspections. QR or RFID scanning with mobile devices for quick equipment status checks is becoming more common, bridging the gap between mobile convenience and desktop analysis depth.

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4 Optimize for web

Consider the advantages and challenges of web browsers, such as compatibility, security, and performance. For example, you should use web standards and frameworks, such as HTML, CSS, and JavaScript, to create data visualization and dashboards that are compatible with different browsers and devices. Avoid using proprietary or outdated technologies, such as Flash or Java applets, that may not work or pose security risks. You should also use web services and APIs to access and update your data from different sources, and ensure that your data visualization and dashboards are secure and compliant with data privacy regulations. Furthermore, you should test and optimize your data visualization and dashboards for web performance, such as loading speed, responsiveness, and scalability.

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Carlos E. Torres

CEO @ Power-MI | Predictive Maintenance, Mechatronics, Executive Leadership
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Optimizing for web platforms is a continuous effort in predictive maintenance. At Power-MI, we often receive requests for data export via API or into Excel/CSV formats. While analysts may prefer tools like Power-BI for detailed analysis, online systems and portable equipment software have matured enough for effective diagnostics. Web dashboards are more about asset consolidation, highlighting critical assets, and managing machinery conditions over technical diagnostics.

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5 Validate and iterate

The final step to optimize data visualization and dashboards for mobile and web platforms is to validate and iterate your design with your users, stakeholders, and data experts. Collect feedback and data on how your data visualization and dashboards are used, understood, and valued by your audience, and identify any issues or opportunities for improvement. Monitor and update your data visualization and dashboards regularly, as your data, goals, and user needs may change over time. By validating and iterating your data visualization and dashboards, you can ensure that they are accurate, relevant, and engaging for your audience.

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Carlos E. Torres

CEO @ Power-MI | Predictive Maintenance, Mechatronics, Executive Leadership
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Validating dashboards with users is crucial. It's surprising to some analysts when dashboards include cost savings from predictive maintenance, but they appreciate this insight. The key is whether the dashboards aid in maintenance and production decision-making. Regular user feedback helps refine and ensure the dashboards meet their needs.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Carlos E. Torres

CEO @ Power-MI | Predictive Maintenance, Mechatronics, Executive Leadership
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Designing dashboards for predictive maintenance management is a negotiation among diverse stakeholders. There's no one-size-fits-all solution; it's about finding a balance between simplicity and meeting varied requirements. This ensures that the dashboards are user-friendly and support decision-making in industrial maintenance and production settings.

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How do you optimize data visualization and dashboards for mobile and web platforms?

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1 Know your audience

2 Choose the right format

3 Optimize for mobile

4 Optimize for web

5 Validate and iterate

6 Here’s what else to consider

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