A dashboard should connect measures to a user's decisions. Define each metric and filter so the audience can interpret comparisons correctly.
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.
- Identify the primary decision
- Document metric definitions
- Provide detail behind exceptions
Practice task
Design a fictional admissions dashboard with inquiries, qualified inquiries and follow-up status.
Check your result
Reconcile one metric with source rows and explain the selected period.
A mistake to avoid
Do not combine metrics with incompatible definitions or update dates without notice.
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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