Introduction to Creating Dashboards for Corrections Analysts

Description

This course introduces the foundational principles of dashboard design and guides corrections analysts through building clear, effective, and reproducible dashboards in R using Quarto, static layouts, plotly, and Shiny integration. For learners who do not use R, lessons 1 and 2 teach how to design dashboards that follow evidence-based visual design principles, connect meaningfully with stakeholders to align on key performance indicators (KPIs), and build dashboards that make operational data actionable. For people who do use R, you'll then progress through structuring a Quarto dashboard project, designing and styling static panels, embedding interactive plotly charts, and integrating Shiny components for real-time exploration.

The course begins by grounding learners in foundational dashboard design principles, ensuring visuals are accessible, uncluttered, and purpose driven. The course also describes how to engage stakeholders early so dashboards reflect real operational needs and deliver insights in formats that decision-makers trust and use.

In corrections environments, well-designed dashboards can support daily operations, highlight facility-level trends, and help decision-makers monitor incidents, populations, and recidivism. Automating these dashboards with Quarto ensures that updates are reproducible, version controlled, and shareable with stakeholders in a consistent format.

Intended Audience

This course is designed for corrections analysts, data specialists, and operational staff who want to create dashboards. Learners who take Lessons 3–5 should have basic R experience and familiarity with Quarto or R Markdown but need not have prior dashboard or Shiny expertise. For those without R experience, the first two lessons provide a foundation for dashboard development that can be applied to any tool.

Learning Objectives

Objective
Apply design principles to create dashboards that balance clarity, accessibility, and effective data storytelling.
Engage stakeholders to define appropriate metrics, KPIs, and data refresh schedules for corrections dashboards.
Build static dashboard layouts using Quarto's grid and column structures to arrange charts and tables.
Embed interactive Plotly charts into Quarto dashboards for dynamic exploration of corrections trends.
Integrate Shiny components within Quarto dashboards for fully reactive user interfaces and live data interaction.

Course Structure

The course is organized into lessons that should be completed sequentially. Each lesson includes a video introduction, demonstrations of key techniques, and a practical exercise that allows learners to apply the concepts presented.

Lesson Objectives

Lesson Objectives
Lesson 1: Dashboard Design Principles
  • Describe best practices for dashboard design, including layout, visual hierarchy, and accessibility.
  • Identify design pitfalls such as clutter, misuse of color, and information overload.
  • Apply visual design principles to sketches or mock-ups of corrections dashboards.
Lesson 2: Connecting with Stakeholders
  • Describe the basics of collaborative dashboard design by working with stakeholders.
  • Document stakeholder requirements, including data sources, update frequency, and preferred visual formats.
  • Translate stakeholder needs into actionable dashboard features and layouts.
Lesson 3: Building Static Dashboard Layouts with Quarto
  • Initialize a Quarto dashboard project with an appropriate folder structure and YAML configuration.
  • Arrange charts, tables, and text using layout grids and columns.
  • Insert static ggplot2 charts and formatted tables.
  • Apply themes and export a polished dashboard.
Lesson 4: Enhancing Dashboards with Plotly Interactivity
  • Integrate Plotly charts with hover and zoom interactions.
  • Configure interactive controls such as dropdowns and sliders.
  • Embed interactive maps and sortable data tables.
  • Publish and test interactive HTML dashboards.
Lesson 5: Integrating Shiny in Quarto Dashboards
  • Configure Quarto dashboards to use Shiny.
  • Develop reactive inputs and outputs.
  • Embed Shiny modules for dynamic filtering and complex interfaces.
  • Deploy a Quarto Shiny dashboard locally or to shinyapps.io.

Resources

Resource
Quarto website
R Markdown: The Definitive Guide — Yihui Xie, J. J. Allaire, and Garrett Grolemund
R for Data Science (2nd Edition) — Hadley Wickham, Mine Çetinkaya-Rundel, and Garrett Grolemund

Estimated Time to Complete

10 hours

Keywords

R, Quarto, Dashboards, Data Visualization

Course Information