A complete dashboard project includes a question, data model, measures, visual design and validation. The finished screen is only one part of the deliverable.
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.
- Write a stakeholder brief
- Build a documented model
- Validate measures before styling
Practice task
Build a fictional sales dashboard comparing actual and planned amounts by period.
Check your result
Submit the model diagram, measure definitions, reconciled totals and a short limitations note.
A mistake to avoid
Do not use a screenshot as the only evidence that the report is correct.
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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