INTRODUCTION – Automate and Monitor
Assimilating the full course, participants will have the best hands-on experience in designing business-driven intelligent dashboards. The learning will guide the learners through constructing the charts and streamlining them into unique dashboards optimized for continual data observation. Exercises will enable participants to attain more technical skills in chart creation and appreciate the strategic considerations of their visual organization to create still valuable dashboards.
The course is dynamic because participants will also play the role of BI professionals with some client interaction simulation. Students refine critical skills in asking critical questions and further top communication to collect all the vital information from the clients. This forms the ground for an individual’s BI projects to help translate the individual client need to actionable insights and develop dashboards that fit perfectly into the client’s objectives.
Learning Objectives:
- Make design choices that keep in mind stakeholder needs.
- Build good and effective data visualization.
- Create dynamic dashboards that are able to track longitudinal data trends.
- Apply design best practices to create dashboards that ably meet business objectives.
- Demonstrate visually insights and impact attributed to BI research.
QUIZ: MODULE 3 CHALLENGE
1. There are four key questions business intelligence professionals ask when designing a dashboard. One is, “How many charts are required?” What are the other three? Select all that apply.
- How can the dashboard be designed in order to include as much fine detail as possible?
- Which measures and dimensions will be represented in each chart? (CORRECT)
- Which parts of the dataset will make it possible to address the business requirement? (CORRECT)
- Which chart types and forms of encoding will be most effective? (CORRECT)
2. What are the risks of including numerous visualizations in a dashboard? Select all that apply.
- Empowering users to interpret the data on their own
- Enable long-term monitoring
- Overwhelming the user (CORRECT)
- Slowing down the dashboard (CORRECT)
3. Fill in the blank: When conducting long-term monitoring, _____ dashboards will likely require more context in order to make the data understandable for users.
- larger (CORRECT)
- smaller
- older
- newer
4. Fill in the blank: It is important to establish use cases for different _____ in a live-monitoring dashboard in order to give users the ability to drill down to the information that is relevant to them.
- views (CORRECT)
- mockups
- hardware
- aesthetics
5. When designing a dashboard, how can a business intelligence professional enable users to follow the data’s evolution, rather than isolated snapshots of the latest information?
- Include more metrics
- Build in tracking (CORRECT)
- Ensure consistency
- Use only open data
6. Fill in the blank: When creating a dashboard, implementing _____ is beneficial because it helps users understand why the data in the dashboard is useful.
- indexes
- patterns
- comparisons (CORRECT)
- updates
7. There are four key questions business intelligence professionals ask when designing a dashboard. One is, “Which measures and dimensions will be represented in each chart?” What are the other three? Select all that apply.
- How can the dashboard be designed in order to include as much fine detail as possible?
- How many charts are required? (CORRECT)
- Which parts of the dataset will make it possible to address the business requirement? (CORRECT)
- Which chart types and forms of encoding will be most effective? (CORRECT)
8. Fill in the blank: When conducting long-term monitoring, larger dashboards will likely require more _____ in order to make the data understandable for users.
- color
- datasets
- context (CORRECT)
- privacy permissions
9. Fill in the blank: In a dashboard, it is helpful to build in _____ that enables users to follow the data’s evolution, rather than isolated snapshots of the latest information.
- encoding
- mapping
- conformity
- tracking (CORRECT)
10. What are the benefits of implementing comparisons when creating a dashboard? Select all that apply.
- It helps predict future performance based on a single moment in time
- It provides insights about an independent datapoint based on one criteria
- It quickly enables users to understand why the data in the dashboard is useful (CORRECT)
- It helps users interpret whether the visualizations indicate good or bad performance (CORRECT)
11. Fill in the blank: When conducting long-term monitoring, larger dashboards will likely require more context in order to make the data _____ for users.
- accessible
- understandable (CORRECT)
- visually pleasing
- dynamic
12. Fill in the blank: It is important to establish _____ for different views in a live-monitoring dashboard in order to give users the ability to drill down to the information that is relevant to them.
- legends
- business rules
- use cases (CORRECT)
- partitions
13. Fill in the blank: Including more visualizations in a dashboard enables more data to be displayed, but this may _____ or slow down the dashboard.
- speed up the dashboard
- change the data over time
- empower users to interpret the data on their own
- overwhelm the user (CORRECT)
14. Fill in the blank: In a dashboard, it is helpful to build in tracking that enables users to follow the data’s_____, rather than isolated snapshots of the latest information.
- Evolution (CORRECT)
- extraction
- organization
- regression
15. There are four key questions business intelligence professionals ask when designing a dashboard. One is, “Which parts of the dataset will make it possible to address the business requirement?” What are the other three? Select all that apply.
- How can the dashboard be designed in order to include as much fine detail as possible?
- Which chart types and forms of encoding will be most effective? (CORRECT)
- Which measures and dimensions will be represented in each chart? (CORRECT)
- How many charts are required? (CORRECT)
16. Fill in the blank: Including more visualizations in a dashboard enables more data to be displayed, but this may _____ or overwhelm the user.
- slow down the dashboard (CORRECT)
- empower users to interpret the data on their own
- change the data over time
- enable long-term monitoring
17. Fill in the blank: When conducting long-term monitoring, _____ dashboards will likely require more context in order to make the data understandable for users.
- larger (CORRECT)
- older
- newer
- smaller
18. For what reasons is it important to establish use cases for different views in a live-monitoring dashboard? Select all that apply.
- To import more data into the dashboard
- It gives different users the ability to drill down to the information they need (CORRECT)
- To avoid users having to interpret data that is irrelevant to them (CORRECT)
- To simplify the process of accessing useful data (CORRECT)
CONCLUSION – Automate and Monitor
All in all, this intense course has propelled learners through an amazing transformation in the multifaceted world of business intelligence (BI) dashboards construction. Attendees therefore acquire the technical expertise in charting and wise placement of charts into dashboards for the long-haul view of data besides using essential skills learned in experiential learning.
A unique component of this course is simulating host-client interaction roles for participants as BI professionals. This practical exercise has led students in learning to ask critical questions and handle them well in communication, just like in real client’s reality. This special course guarantees that its learners can create technically excellent dashboards but they will fully understand how the dashboards meet their respective clients’ specific needs and objectives.
As students finish the course at the end of the process, they find themselves equipped with a well-rounded set of skills that go beyond mere technical ability to understanding the people skills and consultative adjuncts required for success in the dynamic field of business intelligence. With adequate technical knowledge to go with a client-focused insight, participants can now understand and work with the complexities of the BI environment while developing impactful yet sustainable solutions meeting the ever-changing requirements of organizations.