Header Logo
Diagnostic Newsletter Blog Contact
Workshops
Design Principles for Analytics
Log In
← Back to all posts

The forgotten step between business needs and charts: Metric Design

Jul 28, 2026
Connect

I'm writing this week's newsletter from the PƩrigord region - France, where I'm taking a week off with my family.

Being here made me think about something.

Last year, 87% of my consulting revenue (workshops, coaching and advisory) came from French companies.

That made me wonder:

  • Does writing in English make this newsletter less enjoyable or harder to read?
  • Does it stop you from using or sharing resources like the cheat sheets, cards, templates and visuals I create?

I'm considering publishing every newsletter in its original French version alongside the English one.

I'd genuinely love to hear your opinion.

Just hit Reply and tell me what you think.

- - - 

One of the most common pitfalls for BI developers and data analysts is skipping Metric Design.

Once the business question is clear, they move directly to chart selection instead of refining how the metric should be expressed, calculated, compared, and interpreted.

The result is often a dashboard that is technically correct but fails to answer the user's real question.

One of my clients in the transportation and logistics industry has an interesting practice.

Before a single metric is allowed onto a dashboard, it goes through a series of design decisions.

For every metric, the team agrees on:

  • Name: What should we call it?
  • Business definition: What exactly are we measuring?
  • Calculation: How is it computed?
  • Scope: What's included and excluded?
  • Granularity: Per shipment, order, customer, vehicle, warehouse...?
  • Time: Daily, weekly, monthly, year-to-date...?
  • Aggregation: Total, average, median, percentage, ratio...?
  • Comparison: Previous period, last year, target, forecast, benchmark...?
  • Target: Does it need one?
  • Formatting: Number, percentage, currency, decimals..
  • Visualization: Only then do they choose the chart.

The chart is the last decision.

By the time they reach it, everyone already agrees on what the metric means and how it should be interpreted.

Choosing the visualization becomes almost obvious.

Many dashboard problems actually start long before the first chart is created.

If you'd like to teach your team a practical approach to Metric Design, I offer interactive workshops that help analysts and business teams get metrics right before they reach your semantic layer, dashboards, or AI agents.

See you next Tuesday.

AurĆ©lien 

Whenever you're ready, there are four ways I can help you and your team:
  • Analytics Product Office: Give your team a dedicated Analytics Design Office: one ticket board, one place to ask questions, fast expert responses directly from me. Get support on user interviews, workshop facilitation, product thinking, methodology, communication, and analytics product practices whenever you need it.
  • Analytics Diagnostic: Identify your biggest analytics challenges and priorities (for teams).
  • E-Learning: Learn Design Driven Dataviz: Master the fundamental design principles behind clear, intuitive, and impactful dashboards that people actually use.
  • Youtube channel: Short videos about data strategy, analytics and data teams.

Responses

Join the conversation
t("newsletters.loading")
Loading...
Every analytics product should pass these three tests
*]:pointer-events-auto scroll-mt-(--header-height)" dir="auto" tabindex="-1"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1"> During a recent workshop, several participants admitted they didn't know how to judge whether an analytics product was "good". Then I wrote three letters on the whiteboard: Useful. Usable. Used. Fr...
Introducing the Analytics Design Office
*]:pointer-events-auto scroll-mt-(--header-height)" dir="auto" tabindex="-1"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1"> I'm excited to introduce a new concept I've wanted to build for a long time. The subscription model has transformed industries like design. I believe it's time to bring the same approach to analyt...
Why analytics workshops fail before they begin + Webinaire in September
*]:pointer-events-auto scroll-mt-(--header-height)" dir="auto" tabindex="-1"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1"> One pattern keeps appearing, regardless of the company. A few months ago, I observed exactly the same situation in two completely different organizations. The first one was a large retail company. ...

The Analytics Operating Review

What you’ll get every Tuesday A series of sharp visuals that decode common mistakes in analytics. Fast to read. Easy to apply. Hard to forget.
Footer Logo
Privacy Policy Terms and Conditions
© 2026 Dataviz Clarity