Chapter 7 - Data Visualization with Reports and Dashboards Flashcards
What are first two steps of identifying the business requirements of reporting?
WHO - Identify the target audience
HOW - Identify how the audience will use the data
After the first two steps of identifying the business requirements of reporting (WHO/HOW), what are the next 2?
VISUALIZATION - Identify type of visualization (Static or Dynamic)
SOURCES - Identify Data Sources
Identifing how people will ACCESS the report (Digitally or Physically) is the last step in identifying what? (Report distribution)
Business Requirements of Reporting
The step of identifying how people will access the report, what must you be mindful of?
The sensitivity of the data and thus the access restrictions that will need to apply
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?
Step 2 - HOW the audience will use the data
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?
Work with the CFO to find a way forward that will still get her what she wants.
They let you define data range limits for the data elements in your report.
Report Parameters
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?
Pull approach
Describe the push approach of report publication?
when the report is automatically sent to people as it becomes available.
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
Use a blended approach
when pushing is too big for email, move to storing the report centrally
Which of the five C’s of report and dashboard design supports the goal of delivering the pertinent information quickly.
Control
(where to focus attention)
What are the five C’s of design principles?
Control
Correctness
Clarity
Consistency
Concentration
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?
Clarity
Using visuals and ensuring only the NECESSARY information is shown on a dashboard conforms with which of the 5 design C’s?
Concentration
The cover page of a report should include what 3 things?
1) A concise title
2) Insight from the report itself or TOC
3) Instructions how to use
Which part of a report involves beginning at the end, summarizing crucial observations and insights?
The executive summary
Under which circumstance would having a monochromatic design element be appropriate?
If having to print physical copies of reports
If you have the freedom to work with more than one colour for a report, what kind of palette is recommended?
A complimentary palette
a pallette with contrasting colours
What does parallel construction relate to and what are it’s rules?
It relates to bullet pointed information.
Bullet points should follow the same form, style and length
Bullet points should follow the same form, style and LENGTH
Parellel Construction
Times New Roman, Garamond and Courier are examples of what kind of fonts?
Serif fonts
When determining font sizes, which text should you start with?
Body text
Body text font size is usually between what sizes?
12-14
What design elements are critical to consider when printing reports?
Font size (and colour)
If you’re working for a corporation and creating visualizations/reports, what must you be mindful of in regards to the style and formatting?
Corporate reporting standards or Style Guides.
What guide defines the use of branding elements, font selections, colour codes and watermarks etc? What is it’s purpose
Style guides.
Their purpose is to enforce structure and consistency of reports throughout the company.
Their purpose is to enforce structure and consistency of reports throughout the company.
Style Guides
How would you establish more trust in your visualizations?
Implement documentation elements.
version #, reference data sources and reference dates
What 4 document elements should you update when distributing a report as part of good change management?
1) Publish date
2) Version number
3) Data Sources
4) Refresh date
It’s considered good practice to move the details behind reports or calculations to another section of the report, which would this be?
The Appendix
You’re developing a dashboard for senior leaders. You should spend sufficient time identifying what things that are crucial for them to know?
KPI’s
when creating a dashboard, use qualitative data to create ________
use quantitative data to create __________
Dimensions
Measures
At what stage should you identify the dimensions people want to use for segmenting data?
When gathering business requirements
What are the 3 key stakeholders you need to consult in order to understand what KPI metrics you need to include on the dashboard?
C-suite
Board of Directors
Lower Management
If your dashboard is public facing, what might you need to include?
SLA performance
After identifying the audience and data sources for a dashboard, what 3 key development processes do you employ when developing the dashboard itself?
1) Wireframes
2) Mockups
3) Data Storying
When should you obtain customer feedback sessions in the development process?
During Mockups
2 delivery requirements for dashboards
begin with S
Subscription Capability
Scheduled Delivery
3 Interactivity requirements for dashboards
Drill Down
Roll-up
Filtering
Besides the delivery and interactivity considerations of dashboards, sound dashboard design should allow the user to do what?
Saving the search criteria