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These are the user uploaded subtitles that are being translated: 1 00:00:00,000 --> 00:00:01,000 Instructor: Awright, so we've talked about 2 00:00:01,000 --> 00:00:03,000 individual types of visuals 3 00:00:03,000 --> 00:00:07,000 and we've teased this concept of reports and dashboards, 4 00:00:07,000 --> 00:00:09,000 but what exactly do we mean by that? 5 00:00:09,000 --> 00:00:11,000 Well, by our definition, 6 00:00:11,000 --> 00:00:14,000 dashboards are analytics tools designed to do three things: 7 00:00:14,000 --> 00:00:17,000 consolidate data for multiple sources, 8 00:00:17,000 --> 00:00:21,000 track key metrics at a glance and most importantly, 9 00:00:21,000 --> 00:00:25,000 facilitate data-driven storytelling and decision making. 10 00:00:25,000 --> 00:00:27,000 So businesses are typically working 11 00:00:27,000 --> 00:00:29,000 with data from all sorts of different sources. 12 00:00:29,000 --> 00:00:33,000 You may have product-specific details in one place, 13 00:00:33,000 --> 00:00:34,000 you may be tracking gross revenue 14 00:00:34,000 --> 00:00:37,000 in your finance or accounting tools. 15 00:00:37,000 --> 00:00:39,000 Maybe you've got transactional records feeding 16 00:00:39,000 --> 00:00:40,000 from the point of sale, 17 00:00:40,000 --> 00:00:43,000 or maybe have some customer demographic data 18 00:00:43,000 --> 00:00:44,000 from a CRM system. 19 00:00:44,000 --> 00:00:46,000 Now, of course, these are just a few examples, 20 00:00:46,000 --> 00:00:48,000 but what we're talking about here 21 00:00:48,000 --> 00:00:51,000 is consolidating all of this information 22 00:00:51,000 --> 00:00:55,000 into a single, centralized, user-facing tool 23 00:00:55,000 --> 00:00:57,000 which we're calling a dashboard. 24 00:00:57,000 --> 00:00:59,000 Okay, so now we're clear on the definition. 25 00:00:59,000 --> 00:01:03,000 Next up, let's talk about our dashboard design framework. 26 00:01:03,000 --> 00:01:06,000 We like to break things out into six steps 27 00:01:06,000 --> 00:01:08,000 and we're not gonna cover all of these in depth 28 00:01:08,000 --> 00:01:11,000 like we do in our thinking like an analyst course, 29 00:01:11,000 --> 00:01:13,000 but I want to introduce it at a high level here 30 00:01:13,000 --> 00:01:15,000 because we'll be keeping this framework in mind 31 00:01:15,000 --> 00:01:17,000 as we work on our Adventure Works dashboard 32 00:01:17,000 --> 00:01:19,000 throughout this section of the course. 33 00:01:19,000 --> 00:01:22,000 So the framework includes defining the purpose, 34 00:01:22,000 --> 00:01:23,000 who is it designed for, 35 00:01:23,000 --> 00:01:25,000 what are you trying to communicate? 36 00:01:25,000 --> 00:01:27,000 Then it's all about choosing the right metrics, 37 00:01:27,000 --> 00:01:29,000 presenting that data effectively, 38 00:01:29,000 --> 00:01:32,000 eliminating clutter and noise using layout 39 00:01:32,000 --> 00:01:35,000 to focus attention and finally, 40 00:01:35,000 --> 00:01:37,000 wrapping it all into a clear story. 41 00:01:37,000 --> 00:01:39,000 So to summarize here, 42 00:01:39,000 --> 00:01:42,000 a well-designed dashboard should serve a distinct purpose 43 00:01:42,000 --> 00:01:44,000 for a distinct audience. 44 00:01:44,000 --> 00:01:47,000 It should use clear and effective metrics and visuals, 45 00:01:47,000 --> 00:01:51,000 and it should provide a simple, intuitive user experience. 46 00:01:51,000 --> 00:01:53,000 And as you're building dashboards, 47 00:01:53,000 --> 00:01:55,000 the types of questions you wanna consider, 48 00:01:55,000 --> 00:01:57,000 just like the three questions we just covered, 49 00:01:57,000 --> 00:01:59,000 who are the end-users of the dashboard? 50 00:01:59,000 --> 00:02:01,000 What are their key business goals 51 00:02:01,000 --> 00:02:03,000 and their objectives and incentives? 52 00:02:03,000 --> 00:02:05,000 What are the most important questions 53 00:02:05,000 --> 00:02:07,000 that they need answers to, 54 00:02:07,000 --> 00:02:09,000 and how can I present this information 55 00:02:09,000 --> 00:02:12,000 as clearly as I possibly can? 56 00:02:12,000 --> 00:02:14,000 And I'll leave you with one of my favorite quotes here. 57 00:02:14,000 --> 00:02:15,000 It's typically used 58 00:02:15,000 --> 00:02:17,000 in the context of user experience design, 59 00:02:17,000 --> 00:02:19,000 but I think it applies really well 60 00:02:19,000 --> 00:02:21,000 to data visualization as well, 61 00:02:21,000 --> 00:02:23,000 which is, "Perfection is achieved 62 00:02:23,000 --> 00:02:25,000 not when there's nothing more to add, 63 00:02:25,000 --> 00:02:27,000 but when there's nothing left to take away." 64 00:02:27,000 --> 00:02:31,000 Great reminder that clarity and simplicity is always better 65 00:02:31,000 --> 00:02:34,000 than complexity when it comes to Data Viz. 66 00:02:34,000 --> 00:02:36,000 So now with these key questions 67 00:02:36,000 --> 00:02:39,000 and with this dashboard design framework in mind, 68 00:02:39,000 --> 00:02:41,000 let's shift gears, revisit the project prompt 69 00:02:41,000 --> 00:02:43,000 for the course, and start to sketch out 70 00:02:43,000 --> 00:02:46,000 what our Adventure Works report should look like, 71 00:02:46,000 --> 00:02:48,000 and how we can start to put it together. 5604

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