Chapter 7 - Data Visualization with Reports and Dashboards Flashcards

1
Q

What are first two steps of identifying the business requirements of reporting?

A

WHO - Identify the target audience
HOW - Identify how the audience will use the data

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

After the first two steps of identifying the business requirements of reporting (WHO/HOW), what are the next 2?

A

VISUALIZATION - Identify type of visualization (Static or Dynamic)
SOURCES - Identify Data Sources

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Identifing how people will ACCESS the report (Digitally or Physically) is the last step in identifying what? (Report distribution)

A

Business Requirements of Reporting

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

The step of identifying how people will access the report, what must you be mindful of?

A

The sensitivity of the data and thus the access restrictions that will need to apply

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

Identifying timeliness (age) needs of data
Identifying report parameters (data range limits)
Understanding limitations of data (do you have what’s asked for?)

Form part of which step in understanding the business requirements of reporting?

A

Step 2 - HOW the audience will use the data

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

You’ve identified data sources for a visualization but have found that the range doesn’t quite meet the needs of the CFO, what should you do?

A

Work with the CFO to find a way forward that will still get her what she wants.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

They let you define data range limits for the data elements in your report.

A

Report Parameters

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

If data analyst Dallas let’s people know a schedule of when a report is published and publishes a report to a known location, what type of report publishing approach is this called?

A

Pull approach

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

Describe the push approach of report publication?

A

when the report is automatically sent to people as it becomes available.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

Crystal has finished developing her report but the report itself is too big to email. What approach could she take to get this to the people that need it? Choose the best answer
a: print and mail it
b: use a blended approach

A

Use a blended approach

when pushing is too big for email, move to storing the report centrally

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

Which of the five C’s of report and dashboard design supports the goal of delivering the pertinent information quickly.

A

Control
(where to focus attention)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

What are the five C’s of design principles?

A

Control
Correctness
Clarity
Consistency
Concentration

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

Sue-Anne is designing a dashboard and she’s making sure that text is clear and easily readable. which of the 5 C’s of design is she using?

A

Clarity

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

Using visuals and ensuring only the NECESSARY information is shown on a dashboard conforms with which of the 5 design C’s?

A

Concentration

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

The cover page of a report should include what 3 things?

A

1) A concise title
2) Insight from the report itself or TOC
3) Instructions how to use

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

Which part of a report involves beginning at the end, summarizing crucial observations and insights?

A

The executive summary

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

Under which circumstance would having a monochromatic design element be appropriate?

A

If having to print physical copies of reports

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

If you have the freedom to work with more than one colour for a report, what kind of palette is recommended?

A

A complimentary palette

a pallette with contrasting colours

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

What does parallel construction relate to and what are it’s rules?

A

It relates to bullet pointed information.
Bullet points should follow the same form, style and length

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

Bullet points should follow the same form, style and LENGTH

A

Parellel Construction

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

Times New Roman, Garamond and Courier are examples of what kind of fonts?

A

Serif fonts

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
22
Q

When determining font sizes, which text should you start with?

A

Body text

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
23
Q

Body text font size is usually between what sizes?

A

12-14

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
24
Q

What design elements are critical to consider when printing reports?

A

Font size (and colour)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
25
Q

If you’re working for a corporation and creating visualizations/reports, what must you be mindful of in regards to the style and formatting?

A

Corporate reporting standards or Style Guides.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
26
Q

What guide defines the use of branding elements, font selections, colour codes and watermarks etc? What is it’s purpose

A

Style guides.
Their purpose is to enforce structure and consistency of reports throughout the company.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
27
Q

Their purpose is to enforce structure and consistency of reports throughout the company.

A

Style Guides

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
28
Q

How would you establish more trust in your visualizations?

A

Implement documentation elements.

version #, reference data sources and reference dates

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
29
Q

What 4 document elements should you update when distributing a report as part of good change management?

A

1) Publish date
2) Version number
3) Data Sources
4) Refresh date

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
30
Q

It’s considered good practice to move the details behind reports or calculations to another section of the report, which would this be?

A

The Appendix

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
31
Q

You’re developing a dashboard for senior leaders. You should spend sufficient time identifying what things that are crucial for them to know?

A

KPI’s

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
32
Q

when creating a dashboard, use qualitative data to create ________
use quantitative data to create __________

A

Dimensions
Measures

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
33
Q

At what stage should you identify the dimensions people want to use for segmenting data?

A

When gathering business requirements

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
34
Q

What are the 3 key stakeholders you need to consult in order to understand what KPI metrics you need to include on the dashboard?

A

C-suite
Board of Directors
Lower Management

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
35
Q

If your dashboard is public facing, what might you need to include?

A

SLA performance

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
36
Q

After identifying the audience and data sources for a dashboard, what 3 key development processes do you employ when developing the dashboard itself?

A

1) Wireframes
2) Mockups
3) Data Storying

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
37
Q

When should you obtain customer feedback sessions in the development process?

A

During Mockups

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
38
Q

2 delivery requirements for dashboards

begin with S

A

Subscription Capability
Scheduled Delivery

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
39
Q

3 Interactivity requirements for dashboards

A

Drill Down
Roll-up
Filtering

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
40
Q

Besides the delivery and interactivity considerations of dashboards, sound dashboard design should allow the user to do what?

A

Saving the search criteria

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
41
Q

What do you need to have in place if you’re allowing users to subscribe to a dashboard?

A

An opt-out feature

42
Q

Understanding what users want to see will dictate data ???? planning, which in turn will determine the level of dashboard ?????

A

Understanding what users want to see will dictate data STORY planning, which in turn will determine the level of dashboard INTERACTIVITY

43
Q

When the design stage of the dashboard is done, you should do what before proceeding with building it?

A

Obtain final approval

44
Q

What stages of dashboarding should you get voice of the customer feedback?

A

Both at the design stage mock ups and at the development stage (build and test)

the design stage is titled the development stage in the book!

45
Q

During the build/development stage of dashboarding regarding security, what must you define?

A

Role definitions and Access permissions

46
Q

After deploying the dashboard into production, what ongoing activity must you as the dashboard owner continue doing?

A

Dashboard optimizations

47
Q

how could you reduce the density of dots in a scatter chart but retain the perspective of how many individual observations exist?

A

Aggregate the y-axis to an average value and convert to a bubble chart to retain clarity

48
Q

Which chart type often used in exploratory analysis helps to illustrate the shape of data for onwards analysis?

A

Histograms

49
Q

Freya is visualizing data of accident occurrences on the US road network. What type of visualization would be good to use to help Freya illustrate data on where accidents occur?

A

Geographic maps

50
Q

Golum wants to show the significance of damage from orc raids in a town in middle-earth. What visualization should he use?

A

A Heat map. for example, building damage and number of causalities

51
Q

What visualization can help identify how correlated multiple values are with each other?

A

A correlation heat map.

52
Q

what visualization is good if you need to map proportional representation of hierarchical data?

A

Tree map

it is hierarchical because you can decompose the data elements by clicking on them

53
Q

Johnny wants to create an interactive visualization, which of the below is the best choice?

Geographic map
Bubble Chart
Tree Mapo

A

Tree Map

54
Q

You have a baseline value of critical vulnerabilities. You need to show the director over the year how adding new vulnerabilities and resolving existing ones has affected the number you started out with in the beginning of the year. What would be a good way to show this?

A

Using a Waterfall chart.

55
Q

visualization, you need to convey insight quickly

A

infographic

56
Q

you’ve sent out a survey and asked for peoples opinions about their favourite biscuits. It’s free-form answers. What is a good visualization to use for this type of data?

A

A word cloud

57
Q

What visualization uses shape, font size and colour to signify importance of words?

A

a Word Cloud

58
Q

which type of report combines internal data about an organization’s operational performance and risk with data about external forces?

A

Strategic or Research report

59
Q

communicate essential information whilst minimizing clutter - is the goal of what?

A

Dashboarding

60
Q

which charts are best for categorical data?

A

Bar, Stacked Bar and Pie charts

61
Q

report, gives people access to real-time information

A

Dynamic report

62
Q

this report typically uses an API to access the data

A

Dynamic report

access real-time data

63
Q

which of the five C’s of design reduces clutter?

A

Concentration

64
Q

A concise title
Insight from the report itself or TOC
Instructions how to use

Are all elements that should be on what?

A

Report Cover Page

65
Q

version number, references data sources and reference dates are known as what?

What do they help establish with the report?

A

Documentation Elements

They help establish trust of the report

66
Q

A ___________ divides data into categories or segments.

A

A DIMENSION divides data into categories or segments.

67
Q

Incorporating wireframes, mockups, data story plan help design an optimal what?

A

Web Interface (Dashboard)

68
Q

Which stage of the dashboard development process asks questions from aggregated data like “how many people work here?” and “what’s the average time a person works here”?

A

During the Data Story plan

69
Q

What visualization would you use to help identify the variables you would consider as part of making predictions.

A

Correlation Heat Map

70
Q

In which recurring report type are KPI’s most often conveyed?

A

Operational reports

71
Q

What recurring report type deals with System and Organizational Controls?

A

Risk Compliance Report

72
Q

Two main categories of recurring reports

A

Operational Reports and Compliance Reports

73
Q

Selecting the right visualization tool for communicating your message aligns with which of the five C’s of design principles?

A

Clarity

74
Q

Which view in Power BI allows a user to explore data in a spreadsheet type of view?

A

Data View

75
Q

from within the Power BI application, which view allows a data engineer to look over the related data in a visual, such as a pie chart?

A

Report View

76
Q

totals or aggregated values and is an easy way to display critical values on the dashboard.

A

Card visuals

77
Q

reports for presentations and meetings and typically schedule them to run on a set schedule.

A

Point-in-time report

the report reflects on a specific point in time, whether looking at data from the most recent month or data from one year prior.

78
Q

report relies on research to inform and even change business practices.

A

Research report

79
Q

Updating the hexadecimal code on a report does what?

A

Changes the colour of a font or other element

80
Q

What kind of code is this?
(0, 0, 255)
What is it used for?

A

RGB values
is color code used to change colour of reprot elements

81
Q

a report may have multiple charts with different date ranges, what could you add to make this fact clearer?

A

label run dates against each visual

82
Q

Which department is a good first resource to determine appropriate guidelines for presenting data in a large company?

CM

A

Marketing Department

or Communications dept

83
Q

What kind of colour is this?
PMS 4151 C

A

Pantone

84
Q

What kind of colour code is this?
(89, 56, 0, 0)

A

CMYK

85
Q

Visual that best compares the values of data points across categories.

A

Stacked bar/graph or Pie

86
Q

Geographic maps are alos known as what?

A

Dot-maps

87
Q

Adobe Illustrator and Canva would be two tools you could use to build what kind of visualization?

cm

A

INFOGRAPHICS

88
Q

Type of chart that allows comparison of multiple data points against a trend?

A

Combination chart

uses columns against a plotted line

89
Q

what process involves creating a framework based on real-world data requirements, organizing data elements, and defining relationships.

It ensures that data is ready for use and meaningful for reporting purposes.

A

Data Modelling

part of requirements gathering (identifying data sources)

90
Q

uploading a static visual to Power BI you need to do what 3 things?

A

Request permissions
Log into the dashboar
Disable Filtering options on the visual

91
Q

a querying technique for reports that rarely changes, especially when intended for scheduled reports.

A

Hard-coded filters

92
Q

technique commonly applied in scheduled reports, ensures everyone gets the same data subset, consistently.

A

Hard-coded filters

93
Q

Before publishing a dashboard, apart from departmental managers, which manager should you also inform?

A

IT Manager

to ensure security procedures are seen to

94
Q

what dashboard focuses on the operational details of a process or operation.

A

Tactical Dashboard

95
Q

a Dynamic report is also know as

A

a real-time report

96
Q

Self-service, static and point-in-time reports can be considered what type of report?

cm

A

On-Demand

don’t agree. Statics are often sent out, and not on demand of user

97
Q

method of organizing data where a user sorts within a sort.

A

Multi-sorting

98
Q

Software - allows a designer to draw different screens and add objects to build a potential layout. A designer can also do this on a piece of paper.

A

SnagIt

99
Q

is a data transformation tool that allows analysts to merge, clean and transform data from different sources

cm

A

Power Query

can be used in Excel and Power BI

100
Q

determining the information needed for each consumer type will determine what?

A

Data Content

101
Q

models the time-based patterns in the data to make future predictions. This technique helps in predicting future sales based on historical sales data.

cm

A

Time series forecasting

dispute this! LDA more appropriate