D-Tour: semi-automatic generation of interactive guided tours for visualization dashboard onboarding

Abstract

Onboarding a user to a visualization dashboard entails explaining its various components, including the chart types used, the data loaded, and the interactions available. Authoring such an onboarding experience is time-consuming and requires significant knowledge and little guidance on how best to complete this task. Depending on their levels of expertise, end users being onboarded to a new dashboard can be either confused and overwhelmed or disinterested and disengaged. We propose interactive dashboard tours (D-Tours) as semi-automated onboarding experiences that preserve the agency of users with various levels of expertise to keep them interested and engaged. Our interactive tours concept draws from open-world game design to give the user freedom in choosing their path through onboarding. We have implemented the concept in a tool called D-TOUR PROTOTYPE, which allows authors to craft custom interactive dashboard tours from scratch or using automatic templates. Automatically generated tours can still be customized to use different media (e.g., video, audio, and highlighting) or new narratives to produce an onboarding experience tailored to an individual user. We demonstrate the usefulness of interactive dashboard tours through use cases and expert interviews. Our evaluation shows that authors found the automation in the D-Tour Prototype helpful and time-saving, and users found the created tours engaging and intuitive. This paper and all supplemental materials are available at https://osf.io/6fbjp/.