Gathering the dashboard requirements
Your role as a data analyst is usually to support business managers with reporting and analysis that will be used for decision-making. You will typically encounter three categories of dashboards to build:
- Existing established analysis dashboards
- Newly established analysis dashboards
- Ad hoc analysis dashboards
We will go through the three categories and how to handle gathering requirements for them.
Existing established analysis dashboards
The first category comprises dashboards that capture existing standardized analyses that are already in use in the company. This could be monthly financial analyses or monthly sales analyses that have been carried out in one form or another in the company for years already. You are now being given the lofty task of recreating those analyses as a modern dashboard in Excel.
The key characteristics that distinguish this category are that the analyses are being done already and have...
