Data Visualization and Dashboards

  1. The Dashboard Development Lifecycle
    1. Phase 1: Planning and Discovery
      1. Defining the Audience and Their Needs
        1. Stakeholder Interviews
          1. User Personas
            1. Role-Based Requirements
            2. Identifying Business Questions
              1. Problem Definition
                1. Success Criteria
                  1. Measurable Outcomes
                  2. Defining Key Performance Indicators
                    1. KPI Selection Process
                      1. Alignment with Business Goals
                        1. SMART Criteria Application
                        2. Gathering User Requirements
                          1. Requirement Workshops
                            1. Use Case Scenarios
                              1. Functional Requirements
                                1. Non-Functional Requirements
                                2. Creating a Project Scope Document
                                  1. Timeline and Milestones
                                    1. Resource Allocation
                                      1. Risk Assessment
                                        1. Deliverables Definition
                                      2. Phase 2: Data Preparation
                                        1. Data Sourcing and Extraction
                                          1. Identifying Data Sources
                                            1. Data Integration Strategies
                                              1. API Connections
                                                1. Database Queries
                                                2. Data Cleaning and Preprocessing
                                                  1. Handling Missing Values
                                                    1. Data Normalization
                                                      1. Removing Duplicates
                                                        1. Outlier Detection
                                                        2. Data Transformation and Modeling
                                                          1. Aggregation Techniques
                                                            1. Calculated Fields
                                                              1. Data Modeling Techniques
                                                                1. Star Schema Design
                                                                2. Defining Calculations and Metrics
                                                                  1. Metric Formulas
                                                                    1. Business Logic Implementation
                                                                      1. Derived Measures
                                                                      2. Data Quality Assurance
                                                                        1. Validation Rules
                                                                          1. Data Profiling
                                                                            1. Quality Metrics
                                                                          2. Phase 3: Design and Prototyping
                                                                            1. Information Architecture
                                                                              1. Organizing Content
                                                                                1. Defining Navigation Structure
                                                                                  1. Content Hierarchy
                                                                                  2. Wireframing and Mockups
                                                                                    1. Sketching Layouts
                                                                                      1. Digital Prototyping Tools
                                                                                        1. Layout Grids
                                                                                        2. Low-Fidelity vs High-Fidelity Prototypes
                                                                                          1. Paper Prototypes
                                                                                            1. Interactive Prototypes
                                                                                              1. Prototype Fidelity Selection
                                                                                              2. User Feedback on Prototypes
                                                                                                1. Usability Testing
                                                                                                  1. Iterative Refinement
                                                                                                    1. Feedback Integration
                                                                                                    2. Design System Creation
                                                                                                      1. Color Palettes
                                                                                                        1. Typography Standards
                                                                                                          1. Component Libraries
                                                                                                        2. Phase 4: Development and Implementation
                                                                                                          1. Selecting the Dashboarding Tool
                                                                                                            1. Tool Evaluation Criteria
                                                                                                              1. Integration Capabilities
                                                                                                                1. Licensing Considerations
                                                                                                                2. Building Individual Visualizations
                                                                                                                  1. Chart Construction
                                                                                                                    1. Data Binding
                                                                                                                      1. Formatting and Styling
                                                                                                                      2. Assembling the Dashboard Layout
                                                                                                                        1. Layout Grids
                                                                                                                          1. Responsive Design
                                                                                                                            1. Component Arrangement
                                                                                                                            2. Implementing Interactivity
                                                                                                                              1. Filter Controls
                                                                                                                                1. Drill-Down Features
                                                                                                                                  1. Dynamic Updates
                                                                                                                                    1. Cross-Filtering
                                                                                                                                    2. Performance Optimization
                                                                                                                                      1. Query Optimization
                                                                                                                                        1. Caching Strategies
                                                                                                                                          1. Load Time Reduction
                                                                                                                                        2. Phase 5: Testing and Deployment
                                                                                                                                          1. Data Accuracy Validation
                                                                                                                                            1. Cross-Checking Results
                                                                                                                                              1. Automated Testing
                                                                                                                                                1. Data Reconciliation
                                                                                                                                                2. User Acceptance Testing
                                                                                                                                                  1. Test Case Development
                                                                                                                                                    1. Collecting User Feedback
                                                                                                                                                      1. Bug Tracking
                                                                                                                                                      2. Performance and Load Testing
                                                                                                                                                        1. Response Time Measurement
                                                                                                                                                          1. Scalability Assessment
                                                                                                                                                            1. Stress Testing
                                                                                                                                                            2. Deployment Strategy
                                                                                                                                                              1. Staging vs Production Environments
                                                                                                                                                                1. Rollout Planning
                                                                                                                                                                  1. Change Management
                                                                                                                                                                  2. User Training and Onboarding
                                                                                                                                                                    1. Training Materials
                                                                                                                                                                      1. Support Resources
                                                                                                                                                                        1. Documentation
                                                                                                                                                                      2. Phase 6: Maintenance and Iteration
                                                                                                                                                                        1. Monitoring Usage and Performance
                                                                                                                                                                          1. Usage Analytics
                                                                                                                                                                            1. Performance Metrics
                                                                                                                                                                              1. User Behavior Tracking
                                                                                                                                                                              2. Gathering Ongoing Feedback
                                                                                                                                                                                1. User Surveys
                                                                                                                                                                                  1. Feedback Channels
                                                                                                                                                                                    1. Support Tickets Analysis
                                                                                                                                                                                    2. Iterative Improvements and Updates
                                                                                                                                                                                      1. Feature Enhancements
                                                                                                                                                                                        1. Bug Fixes
                                                                                                                                                                                          1. Version Control
                                                                                                                                                                                          2. Data Governance
                                                                                                                                                                                            1. Data Lineage
                                                                                                                                                                                              1. Access Controls
                                                                                                                                                                                                1. Audit Trails

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                                                                                                                                                                                            3. Introduction to Dashboards

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                                                                                                                                                                                            5. Principles of Effective Dashboard Design