The Ultimate Dashboard Building Checklist

Dashboard Building

Despite the massive claims by the BI companies, dashboard building may not take “Just 5 minutes” to build the dashboard you’ve dreamed of.

Building your first ever business dashboard can be a daunting task and it pays to be prepared.

Our ultimate dashboard building checklist will put you on the right tracks:

1. UNDERSTAND YOUR DATA

Make an inventory of each source including where it’s located, how often it’s updated, who the gate keeper is and so on. The more you know about the source of each piece of data the stronger your analysis will be.

Map out how the various data sources are connected and identify the key pieces of data that bind things. Look for the common thread like a client number, project number, invoice and company name.

2. TALK TO THE BUSINESS

Involve as many people from the business as possible when embarking on a project like this. Ultimately you will be sharing your dashboard with them so make sure of two things:

  1. they know you are doing this
  2. they have contributed ideas at the start

 Once you have something to show, you can’t fail to make an impact.

3. CHOOSE YOUR DASHBOARD BUILDING TOOL

Spend some time researching the different tools that you could use to build your dashboard. It also pays to check with IT to see if you already have a subscription to an existing BI tool. A lot of organisations have Office 365 which comes with Power BI.

4. UNDERSTAND YOUR OBJECTIVE

It may sound crazy to be thinking of the results before looking at the data but it makes a lot of sense. The scientific world have been using this approach for years, and producing amazing results.

The Hypothesis driven approach helps drive your efforts when you start collating data but mostly focuses your attention of achieving an outcome. Whether your hypothesis holds will be discovered at the end.

The laser focus will get you there.

5. PLAN THE REVEAL

It’s SHOW TIME!

The ideal goal of any visualisation is to get the “aha!” moment when the audience first see your results.  While the medium will dictate the method, it won’t alter your message.

 Consider your audience and the presentation options you have available:

  • Presentation deck
  • PDF Report
  • Interactive dashboard
  • Q&A sessions

The next step

Think you are ready but not sure how to get started.  

 

Find out now!

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