An executive dashboard summarizes a few measures linked to decisions and exceptions. Keep definitions visible and allow readers to investigate unexpected results.
Before you begin
Understand rows, keys and basic aggregation. Use a fictional dataset and define the report's audience and intended decision.
Work through the idea
Write metric definitions and the reporting period before styling the page. Reconcile a selected total with source records and explain active filters. Include data freshness and a route to supporting detail. Evaluate the report with a reader who did not build it, then revise confusing labels or interactions.
- Define the audience and decisions
- Choose a limited set of measures
- Explain thresholds and data freshness
Practice task
Design a fictional executive view of revenue, costs and unresolved operational issues.
Check your result
Show how a reader moves from a headline exception to relevant supporting detail.
A mistake to avoid
Do not present a threshold as a business fact unless it was explicitly chosen and documented.
Keep a review note
Save the inputs or scenario, your reasoning and the result you checked. Explain one assumption and one case that needs more work. Revise the exercise after feedback and distinguish what you demonstrated from what remains untested.
Official reference for further study
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