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    jgtolentino

    superset-dashboard-designer

    jgtolentino/superset-dashboard-designer
    Data & Analytics
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    About

    Expert guidance for designing effective Apache Superset dashboards with professional layouts, intuitive navigation, and optimized user experience...

    SKILL.md

    Superset Dashboard Designer Skill

    Purpose

    Expert guidance for designing effective Apache Superset dashboards with professional layouts, intuitive navigation, and optimized user experience. This skill helps you create dashboards that tell clear data stories - with specific templates for Finance SSC, BIR compliance, and operational monitoring.

    When to Use This Skill

    • Designing new dashboards from scratch
    • Improving existing dashboard layouts
    • Building executive/operational/analytical dashboards
    • Creating Finance SSC monitoring solutions
    • Implementing BIR compliance tracking
    • Designing InsightPulse AI analytics views

    Dashboard Design Philosophy

    The 3-Second Rule

    Users should understand your dashboard's purpose in 3 seconds:

    1. Clear title - What is this dashboard about?
    2. Key metrics visible - Most important numbers at top
    3. Visual hierarchy - Eyes drawn to what matters most

    The 5-Click Rule

    Users should find any insight within 5 clicks:

    1. Dashboard selection
    2. Date range filter (if needed)
    3. Primary filter (agency, category, etc.)
    4. Chart interaction (drill-down)
    5. Detail view or export

    Dashboard Layout Grid System

    Superset Grid Basics

    • Grid Units: 24 columns × infinite rows
    • Minimum Height: 1 row = ~40px
    • Recommended Chart Heights:
      • Big Numbers: 2-3 rows
      • Bar/Line Charts: 6-10 rows
      • Tables: 8-15 rows
      • Complex visuals: 10-20 rows

    Standard Layouts

    Layout 1: Executive Dashboard (F-Pattern)

    ┌─────────────────────────────────────────────┐
    │ Dashboard Title + Date Range Filter         │ Row 1-2
    ├─────────────────────────────────────────────┤
    │ [KPI 1]  [KPI 2]  [KPI 3]  [KPI 4]         │ Row 3-5
    │ Big Num  Big Num  Big Num  Big Num          │
    ├─────────────────────────────────────────────┤
    │ [Primary Chart - Full Width]                │ Row 6-15
    │ (Line/Area Chart - Trend Over Time)         │
    ├─────────────────────────────────────────────┤
    │ [Chart Left] │ [Chart Right]                │ Row 16-25
    │ (Bar Chart)  │ (Donut/Table)                │
    └─────────────────────────────────────────────┘
    

    Use For: Executive summaries, high-level monitoring Examples: BIR Compliance Overview, Monthly Performance Summary

    Layout 2: Operational Dashboard (Grid)

    ┌─────────────────────────────────────────────┐
    │ Filters: [Agency] [Status] [Date Range]     │ Row 1-2
    ├─────────────────────────────────────────────┤
    │ [Status 1] [Status 2] [Status 3] [Status 4] │ Row 3-5
    │  Big Num    Big Num    Big Num    Big Num   │
    ├─────────────────────────────────────────────┤
    │ [Chart 1]          │ [Chart 2]              │ Row 6-15
    │ (Bar - Status)     │ (Line - Trend)         │
    ├─────────────────────────────────────────────┤
    │ [Detailed Table - Full Width]               │ Row 16-30
    │ (Task List with Actions)                    │
    └─────────────────────────────────────────────┘
    

    Use For: Daily operations, task tracking Examples: Month-End Closing Tracker, InsightPulse Processing Monitor

    Layout 3: Analytical Dashboard (Drill-Down)

    ┌─────────────────────────────────────────────┐
    │ [Filter Bar] + [Time Comparison Toggle]     │ Row 1-2
    ├─────────────────────────────────────────────┤
    │ [Summary KPI Row]                           │ Row 3-5
    ├─────────────────────────────────────────────┤
    │ [Primary Analysis Chart - Full Width]       │ Row 6-18
    │ (Interactive, Drill-Down Enabled)           │
    ├─────────────────────────────────────────────┤
    │ [Chart A] │ [Chart B] │ [Chart C]          │ Row 19-28
    │ (Related Metrics - Side by Side)            │
    ├─────────────────────────────────────────────┤
    │ [Detail Table or Drill-Down View]           │ Row 29-40
    └─────────────────────────────────────────────┘
    

    Use For: Deep analysis, exploration Examples: Revenue Analysis, Document Processing Performance


    Visual Hierarchy Principles

    1. Size Hierarchy

    Larger = More Important

    Priority 1 (Largest):
      - Primary KPI big numbers
      - Main trend chart
      - Critical alerts
      Size: 6-8 grid columns, 6-12 rows
    
    Priority 2 (Medium):
      - Supporting charts
      - Comparison views
      - Category breakdowns
      Size: 6-12 grid columns, 6-10 rows
    
    Priority 3 (Smaller):
      - Detail tables
      - Reference data
      - Supplementary metrics
      Size: 4-6 grid columns, 4-8 rows
    

    2. Position Hierarchy

    Top-Left = Highest Priority

    Reading pattern: F-Pattern (Western audiences)

    HIGH   → → → Medium
      ↓
      ↓
    Medium → → → Low
      ↓
    Low    → → → Low
    

    Dashboard Zones:

    • Top Row: Most critical KPIs (Big Numbers)
    • Upper Left: Primary chart/analysis
    • Center: Supporting visualizations
    • Right Side: Filters, context, details
    • Bottom: Detailed tables, drill-downs

    3. Color Hierarchy

    Use color to guide attention:

    High Attention:
      - Red: Alerts, overdue, errors (use sparingly!)
      - Green: Success, on-track, completed
      - Yellow/Orange: Warnings, pending
    
    Medium Attention:
      - Blue: Primary data, informational
      - Purple: Secondary categories
    
    Low Attention:
      - Gray: Inactive, disabled, context
      - White/Light: Background, spacing
    

    Filter Design Best Practices

    Filter Placement Options

    Option 1: Top Bar (Recommended)

    ┌─────────────────────────────────────────────┐
    │ [Filter 1] [Filter 2] [Filter 3] [Date]    │
    └─────────────────────────────────────────────┘
    

    Pros: Always visible, consistent location Use When: 2-5 key filters, executive/operational dashboards

    Option 2: Left Sidebar

    ┌─────┬───────────────────────────────────────┐
    │ F1  │                                       │
    │ F2  │        Dashboard Content              │
    │ F3  │                                       │
    │ F4  │                                       │
    └─────┴───────────────────────────────────────┘
    

    Pros: More filter space, doesn't push content down Use When: 6+ filters, analytical dashboards

    Option 3: Collapsible Panel

    ┌─────────────────────────────────────────────┐
    │ [▼ Advanced Filters]                        │
    └─────────────────────────────────────────────┘
    

    Pros: Clean initial view, reduces clutter Use When: Optional filters, mobile dashboards

    Filter Types and When to Use

    Filter Type Best For Example
    Dropdown (Single) Select one option Agency selection
    Dropdown (Multi) Select multiple Multiple form types
    Date Range Time period selection Filing date range
    Radio Buttons 2-4 options, always visible Status (Active/Inactive)
    Text Search Finding specific items Search invoice number
    Slider Numeric range Amount range
    Checkbox Boolean toggles Show only overdue

    Filter Configuration

    Default Values:

    # Set smart defaults
    Agency Filter: "All Agencies" (not blank)
    Date Range: "Current Month" or "Last 30 Days"
    Status: "Active" (exclude archived by default)
    

    Filter Dependencies:

    # Parent → Child relationship
    Country → City → Region
      - City list updates based on Country selection
      - Region list updates based on City selection
    
    Agency → Department → Employee
      - Cascade filters for organizational hierarchy
    

    Required vs Optional:

    Required Filters:
      - Force user to make selection
      - Use for: Date range (to prevent huge queries)
      
    Optional Filters:
      - Allow "All" option
      - Use for: Most category filters
    

    Cross-Filtering & Interactivity

    Cross-Filtering Setup

    What is Cross-Filtering? Clicking on a chart element filters other charts on the dashboard.

    Example:

    User clicks "CKVC" in Agency Bar Chart
      → All other charts update to show only CKVC data
      → Filter indicator appears at top
      → User can clear to return to all agencies
    

    Configuration:

    Enable Cross-Filtering:
      Dashboard Settings → Enable cross-filtering
      
    Per Chart:
      Chart Settings → Emit Dashboard Cross Filters: ON
      Chart Settings → Can Be Filtered By Dashboard Filters: ON
    

    Best Practices:

    • ✅ Enable on summary charts (pie, bar) that show categories
    • ✅ Clear visual feedback when cross-filter is active
    • ❌ Don't enable on too many charts (confusing)
    • ❌ Avoid on charts with too many categories (performance)

    Drill-Down Patterns

    Pattern 1: Summary → Detail

    Dashboard 1: Executive Summary
      Click metric → Navigate to
    Dashboard 2: Detailed Analysis
      With pre-filtered data
    

    Pattern 2: Chart → Table

    Same Dashboard:
      Top: Bar chart (aggregated)
      Bottom: Table (detailed rows)
      Cross-filter enabled: Click bar → Table filters
    

    Pattern 3: Dashboard Tabs

    Tab 1: Overview
    Tab 2: By Agency
    Tab 3: By Month
    Tab 4: Detailed Reports
    

    Dashboard Templates for Finance SSC

    Template 1: BIR Compliance Dashboard

    Purpose: Monitor filing status across multiple agencies

    Layout:

    ┌─────────────────────────────────────────────────────────┐
    │ BIR Filing Compliance Dashboard - Q4 2025              │
    │ Filters: [Agency ▼] [Form Type ▼] [Quarter: Q4 2025]  │ Row 1-2
    ├─────────────────────────────────────────────────────────┤
    │ [Total]  [Completed]  [Pending]  [Overdue]             │ Row 3-6
    │  245      198 (81%)    32 (13%)   15 (6%)              │
    │          🟢            🟡          🔴                    │
    ├─────────────────────────────────────────────────────────┤
    │ Compliance Trend (Line Chart - 12 months)              │ Row 7-16
    │ Shows: Completion % over time + 90% target line        │
    ├─────────────────────────────────────────────────────────┤
    │ Filings by Agency      │  Form Type Distribution       │ Row 17-26
    │ (Horizontal Stacked Bar)│  (Donut Chart)                │
    │ Status: Done/Pending/   │  1601-C, 2550Q, 1702-RT      │
    │         Overdue         │                                │
    ├─────────────────────────────────────────────────────────┤
    │ Upcoming Deadlines & Overdue Items (Table)              │ Row 27-40
    │ Columns: Agency | Form | Due Date | Status | Assignee  │
    │ Sorted: Overdue first, then by due date                │
    └─────────────────────────────────────────────────────────┘
    

    Key Features:

    • Status color coding (Red/Yellow/Green)
    • Trend with target benchmark line
    • Drillable bar chart (click agency → filter table)
    • Sortable table for actionable items

    SQL Snippets:

    -- KPI: Total Filings
    SELECT COUNT(*) FROM bir_filing_tracker WHERE filing_period = '2025-Q4'
    
    -- KPI: Completion Rate
    SELECT 
      (COUNT(CASE WHEN filing_status = 'Completed' THEN 1 END)::FLOAT / 
       COUNT(*)::FLOAT * 100) as completion_percentage
    FROM bir_filing_tracker WHERE filing_period = '2025-Q4'
    
    -- Chart: Filings by Agency (Stacked)
    SELECT 
      agency_name,
      filing_status,
      COUNT(*) as count
    FROM bir_filing_tracker
    WHERE filing_period = '2025-Q4'
    GROUP BY agency_name, filing_status
    ORDER BY agency_name
    

    Template 2: Month-End Closing Dashboard

    Purpose: Track closing tasks progress across agencies

    Layout:

    ┌─────────────────────────────────────────────────────────┐
    │ Month-End Closing Progress - October 2025              │
    │ Filters: [Agency ▼] [Task Category ▼] [Assignee ▼]    │ Row 1-2
    ├─────────────────────────────────────────────────────────┤
    │ [Overall Progress Gauge: 73%]  [Days Until Close: 5]   │ Row 3-8
    │                                [Tasks Overdue: 8 🔴]    │
    ├─────────────────────────────────────────────────────────┤
    │ Task Completion by Agency (Horizontal Bar - Stacked)    │ Row 9-20
    │ Shows: % Done, In Progress, Not Started per agency     │
    │ Sorted: By completion %                                 │
    ├─────────────────────────────────────────────────────────┤
    │ Daily Completion Trend  │  Task Status Breakdown        │ Row 21-30
    │ (Area Chart)            │  (Donut Chart)                │
    │ Cumulative tasks done   │  Done/In Progress/            │
    │                         │  Blocked/Not Started          │
    ├─────────────────────────────────────────────────────────┤
    │ Task Details (Table - Sortable, Filterable)             │ Row 31-50
    │ Columns: Task | Agency | Assignee | Due | Status |     │
    │          Days Variance | Actions                        │
    │ Conditional Formatting: Red (overdue), Yellow (due soon)│
    └─────────────────────────────────────────────────────────┘
    

    Key Features:

    • Big progress gauge as focal point
    • Agency comparison bar chart (identifies laggards)
    • Cumulative completion trend (shows velocity)
    • Actionable task table with status indicators

    Refresh: Auto-refresh every 5 minutes during closing period


    Template 3: InsightPulse AI Monitoring

    Purpose: Real-time document processing monitoring

    Layout:

    ┌─────────────────────────────────────────────────────────┐
    │ InsightPulse AI - Document Processing Monitor           │
    │ [Time Range: Last 24 Hours ▼] [Auto-refresh: ON]       │ Row 1-2
    ├─────────────────────────────────────────────────────────┤
    │ [Docs Processed] [Avg Speed] [OCR Accuracy] [Errors]   │ Row 3-6
    │   1,247 (+8%)     3.2s (-5%)   96.4%         23 (1.8%)  │
    │   🟢              🟢           🟢             🟡         │
    ├─────────────────────────────────────────────────────────┤
    │ Processing Volume Over Time (Area Chart - Hourly)       │ Row 7-18
    │ Shows: Successful + Failed (stacked)                    │
    ├─────────────────────────────────────────────────────────┤
    │ Processing Time Trend  │  Document Type Distribution    │ Row 19-28
    │ (Line Chart)           │  (Bar Chart)                   │
    │ Avg seconds per doc    │  Invoices, Receipts, etc.      │
    ├─────────────────────────────────────────────────────────┤
    │ Recent Errors & Failed Processing (Table)               │ Row 29-45
    │ Columns: Timestamp | Document ID | Type | Error |       │
    │          Retry Status | Actions                         │
    │ Auto-refresh: Every 30 seconds                          │
    └─────────────────────────────────────────────────────────┘
    

    Key Features:

    • Real-time metrics with trend indicators
    • Time-series area chart for volume patterns
    • Error tracking table for immediate action
    • Auto-refresh for operational monitoring

    Color Schemes & Theming

    Finance SSC Standard Palette

    Primary Colors:

    Brand Blue:    #1890FF   # Primary actions, info
    Success Green: #52C41A   # Completed, on-track
    Warning Yellow:#FAAD14   # Pending, review needed
    Danger Red:    #F5222D   # Overdue, errors, critical
    

    Status Indicators:

    Completed: #52C41A (Green)
    In Progress: #1890FF (Blue)
    Pending: #FAAD14 (Yellow)
    Overdue: #F5222D (Red)
    Blocked: #FA8C16 (Orange)
    Not Started: #8C8C8C (Gray)
    

    Agency Colors (Consistent across all dashboards):

    RIM:  #1890FF (Blue)
    CKVC: #52C41A (Green)
    BOM:  #FA8C16 (Orange)
    JPAL: #722ED1 (Purple)
    JLI:  #13C2C2 (Cyan)
    JAP:  #F5222D (Red)
    LAS:  #FADB14 (Gold)
    RMQB: #EB2F96 (Magenta)
    

    Dark Mode Considerations

    If using dark theme:

    Background: #141414 (Very Dark Gray)
    Text: #FFFFFF (White)
    Charts: Brighter colors, higher contrast
    Emphasis: Use white/light blue for highlights
    

    Mobile Dashboard Design

    Mobile-Specific Layouts

    Key Principles:

    1. Vertical Stack - All charts in single column
    2. Priority Order - Most important at top
    3. Larger Touch Targets - Buttons, filters 44px min
    4. Collapsible Sections - Save vertical space

    Mobile Layout Example:

    ┌─────────────┐
    │ [Filters ▼] │  Collapsible
    ├─────────────┤
    │ [KPI Card 1]│  Full width
    │ [KPI Card 2]│  Stacked
    │ [KPI Card 3]│  vertically
    ├─────────────┤
    │ [Chart 1]   │  Full width
    │ (Bar Chart) │  6-8 rows
    ├─────────────┤
    │ [Chart 2]   │  Full width
    │ (Line)      │  6-8 rows
    ├─────────────┤
    │ [Table]     │  Horizontal
    │ (Scrollable)│  scroll
    └─────────────┘
    

    Mobile Optimizations:

    • Hide less critical charts
    • Reduce chart complexity (fewer data points)
    • Larger fonts (minimum 14px)
    • Touch-friendly filter controls
    • Consider separate mobile dashboard

    Performance Optimization

    Dashboard Load Time Goals

    • Good: < 3 seconds
    • Acceptable: 3-8 seconds
    • Poor: > 8 seconds (optimize!)

    Optimization Strategies

    1. Query Optimization

    Cache Results:
      - Enable query caching for stable data
      - Set cache timeout based on data freshness needs
      - BIR data: 1 hour cache
      - Real-time monitoring: 1 minute cache
    
    Async Queries:
      - Enable for slow queries (> 10 seconds)
      - User sees loading spinner per chart
      - Dashboard still usable while loading
    

    2. Chart Optimization

    Limit Data Points:
      - Line charts: Max 365 points (daily for 1 year)
      - Bar charts: Max 20-30 bars
      - Tables: Paginate at 100-500 rows
    
    Use Appropriate Time Grain:
      - Last 7 days: Hourly
      - Last 30 days: Daily
      - Last year: Weekly or Monthly
    

    3. Dashboard Structure

    Tabs for Related Views:
      - Split heavy dashboard into tabs
      - Load tabs on-demand (not all at once)
      
    Lazy Loading:
      - Load visible charts first
      - Defer below-fold charts
    

    Dashboard Refresh Strategies

    Auto-Refresh Configuration

    Real-Time Monitoring (10-60 seconds):
      - Use For: Error monitoring, live operations
      - Example: InsightPulse processing errors
      - Warning: High database load
    
    Operational Updates (5-15 minutes):
      - Use For: Task status, work-in-progress
      - Example: Month-end closing progress
      - Balance: Fresh data vs. performance
    
    Periodic Refresh (1-24 hours):
      - Use For: Reports, historical analysis
      - Example: BIR compliance trends
      - Cache: Enable aggressive caching
    

    Manual Refresh:

    • Always provide refresh button
    • Show last updated timestamp
    • Clear cache on explicit refresh

    Accessibility Best Practices

    Color Contrast

    Minimum Contrast Ratios:
      - Normal Text: 4.5:1
      - Large Text (18px+): 3:1
      - UI Components: 3:1
    
    Test Tools:
      - WebAIM Contrast Checker
      - Browser DevTools Accessibility
    

    Screen Reader Support

    Chart Descriptions:
      - Add meaningful alt text
      - Describe chart purpose and key findings
      
    Table Headings:
      - Use proper header row markup
      - Sortable column labels
      
    Filter Labels:
      - Clear, descriptive labels
      - Associated with input fields
    

    Keyboard Navigation

    Tab Order:
      - Logical flow (filters → charts → tables)
      - Skip links for long pages
      
    Interactive Elements:
      - All clickable items keyboard accessible
      - Visible focus indicators
    

    Dashboard Checklist

    Before publishing a dashboard:

    Content & Layout:

    • Clear, descriptive title
    • Filters placed logically (top or left)
    • Visual hierarchy guides user's eye
    • Related charts grouped together
    • White space for breathing room
    • Consistent chart sizing

    Functionality:

    • All filters work correctly
    • Cross-filtering enabled (if appropriate)
    • Drill-downs configured
    • Auto-refresh set (if needed)
    • Cache settings optimized

    Performance:

    • Dashboard loads in < 8 seconds
    • Individual charts < 5 seconds
    • No unnecessary data fetching
    • Query results cached

    User Experience:

    • Mobile view tested
    • Color scheme is accessible
    • Filters have smart defaults
    • Help text / descriptions added
    • Last updated timestamp visible

    Documentation:

    • Dashboard purpose documented
    • Data sources identified
    • Refresh schedule noted
    • Owner/maintainer assigned

    Common Dashboard Anti-Patterns

    ❌ Don't: Chart Soup

    Problem: Too many charts with no organization Solution: Group related charts, use tabs, prioritize

    ❌ Don't: Filter Overload

    Problem: 10+ filters, user overwhelmed Solution: Collapsible filters, smart defaults, progressive disclosure

    ❌ Don't: Buried Insights

    Problem: Key metrics at bottom or hidden Solution: F-pattern layout, KPIs at top-left

    ❌ Don't: Inconsistent Design

    Problem: Different color schemes, layouts per dashboard Solution: Dashboard templates, style guide, consistent palette

    ❌ Don't: Static Data

    Problem: No indication of data freshness Solution: Show last updated time, auto-refresh for live data

    ❌ Don't: Desktop-Only

    Problem: Unusable on mobile devices Solution: Test mobile view, create mobile variant if needed


    Dashboard Versioning & Iteration

    Version Control Strategy

    Draft Version:
      - Visible only to creator
      - Experiment freely
      - Get feedback from stakeholders
    
    Staging Version:
      - Share with test users
      - Validate with real data
      - Collect usability feedback
    
    Production Version:
      - Published to all users
      - Monitor usage analytics
      - Plan improvements
    
    Deprecated:
      - Old version archived
      - Redirect users to new version
    

    Feedback Collection

    Methods:

    1. Usage Analytics - Which charts get clicked most?
    2. User Surveys - Is dashboard meeting needs?
    3. Support Tickets - What questions arise?
    4. Direct Observation - Watch users interact

    Iterate Based On:

    • Low engagement charts → Remove or improve
    • Frequently filtered dimensions → Add as default
    • Common drill-down paths → Pre-build views
    • Performance issues → Optimize or split

    Integration with Your Stack

    Odoo + Supabase Context

    Data Refresh Patterns:

    -- Odoo data synced to Supabase every 15 minutes
    -- Dashboard queries Supabase PostgreSQL
    -- Cache dashboard results for 5-15 minutes
    -- Result: Fresh data with good performance
    

    User Permissions:

    Finance SSC Admins:
      - Can edit all dashboards
      - Access all agency data
    
    Agency Leads:
      - View own agency data only
      - Cannot edit dashboards
    
    Executives:
      - View all data (read-only)
      - Access executive dashboards only
    

    MCP Integration

    Using Superset MCP Server:

    # Fetch dashboard via MCP
    mcp.call_tool("get_superset_dashboard", {
      "dashboard_id": 123
    })
    
    # Update chart via MCP
    mcp.call_tool("update_superset_chart", {
      "chart_id": 456,
      "config": {...}
    })
    

    Quick Wins for Better Dashboards

    1. Add KPIs at top - Big numbers, immediately visible
    2. Use consistent colors - Status colors across all dashboards
    3. Enable cross-filtering - Make dashboards interactive
    4. Set smart filter defaults - Current month, active status
    5. Show last updated time - Build trust in data
    6. Add descriptions - Help users understand purpose
    7. Test on mobile - Ensure usability on all devices
    8. Get user feedback - Iterate based on actual usage
    9. Monitor performance - Optimize slow charts
    10. Version control - Keep drafts separate from production

    Next Steps

    After designing your dashboard:

    1. Build charts first - Use superset-chart-builder skill
    2. Test with real data - Validate queries and performance
    3. Get stakeholder review - Ensure it meets needs
    4. Publish to production - With proper permissions
    5. Monitor usage - Iterate based on feedback

    Related Skills:

    • superset-chart-builder - Build individual charts
    • superset-sql-developer - Optimize data queries
    • pmbok-project-management - Dashboard project planning

    Support

    For Superset dashboard features:

    # View dashboard list
    http://your-superset-url/dashboard/list/
    
    # Dashboard URL pattern
    http://your-superset-url/superset/dashboard/{id}/
    

    Your Context:

    • Multiple Finance SSC agencies (RIM, CKVC, BOM, JPAL, JLI, JAP, LAS, RMQB)
    • BIR compliance tracking requirements
    • Month-end closing multi-agency coordination
    • InsightPulse AI operational monitoring
    • Odoo 18/19 + Supabase data stack
    Recommended Servers
    tldraw
    tldraw
    Webflow
    Webflow
    Better Stack
    Better Stack
    Repository
    jgtolentino/insightpulse-odoo
    Files