Frequently asked questions about dashboards

Discover the most frequently asked questions and answers about dashboards! We’ll show you some typical mistakes and technics that are best to be avoided.

General Questions about Dashboards

What is the reason you creating the dashboard?

Maybe one of the business procedures have a weakness? Would you like to prove or disprove a hypothesis? Is it going to serve a short term or long-term projects? A well-made presentation will provide the answer to all the questions!

Who is the dashboard for?

A co-worker, a branch manager, an IT manager, or a stakeholder has a different need for information. The result must be useful for all levels. Let us think this through carefully.

What kind of data will you work with?

The most commonly used types are integer, real, categorical, time-series, geospatial. Let it be any of these we must clean it.

What would you like to communicate with your dashboard?

Would we want to search the effectiveness between two procedures and portray that? Alternatively, would we want to know what the breakdown cost is between two branches.

How many KPIs represent the company’s efficiency comprehensively?

Focus on business goals! Only show KPIs that represent values. With a preliminary survey, you have to ascertain these. In most cases, you don’t have resources of money, HR capacity, and time to deal with indicators that are not relevant.

How often does your dashboard need to be updated?

Should you make decisions based on real-time information? Is it enough in the regular daily, weekly, monthly, quarterly, or yearly breakdown? You can create the initial structure of the dashboard based on the answer.

May I use a multi-page dashboard?

In this case, you should create easy navigation. Insert shape-based buttons and links to keep the structure.

Additional information

What kind of data connectors shall we use?

You have to know already in the planning phase what type of tool we’ll use to import data into the dashboard. If you work in Excel, the best solution is the Power Query and Power Bl. These tools are perfect for handling millions of rows in a blink of an eye. However, you can use the standard ODBC connector and the SQL DB.

Are there compatibility issues within the company?

IT professionals have to ensure that everyone involved uses the same version of Excel. If you build this into the planning phase, you can avoid a lot of frustrating problems later.

What format do you publish the dashboard?

Do you send flat Excel tables to the users, or maybe you put the result on SharePoint? Perhaps you need to embed some charts into a PowerPoint presentation? You have to consider access issues also. Accessibility levels are different for a manager and the owner.

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