DashGuide: Authoring Interactive Dashboard Tours for Guiding Dashboard Users

Dashboard guidance helps dashboard users better navigate interactive features, understand the underlying data, and assess insights they can potentially extract from dashboards. However, authoring dashboard guidance is a time consuming task, and embedding guidance into dashboards for effective delivery is difficult to realize. In this work, we contribute DashGuide, a framework and system to support the creation of interactive dashboard guidance with minimal authoring input. Given a dashboard and a communication goal, DashGuide captures a sequence of author-performed interactions to generate guidance materials delivered as playable step-by-step overlays, a.k.a., dashboard tours. Authors can further edit and refine individual tour steps while receiving generative assistance. We also contribute findings from a formative assessment with 9 dashboard creators, which helped inform the design of DashGuide; and findings from an evaluation of DashGuide with 12 dashboard creators, suggesting it provides an improved authoring experience that balances efficiency, expressiveness, and creative freedom.