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Instructor: Awright, so we've talked about
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individual types of visuals
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and we've teased this concept of reports and dashboards,
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but what exactly do we mean by that?
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Well, by our definition,
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dashboards are analytics tools designed to do three things:
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consolidate data for multiple sources,
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track key metrics at a glance and most importantly,
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facilitate data-driven storytelling and decision making.
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So businesses are typically working
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with data from all sorts of different sources.
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You may have product-specific details in one place,
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you may be tracking gross revenue
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in your finance or accounting tools.
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Maybe you've got transactional records feeding
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from the point of sale,
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or maybe have some customer demographic data
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from a CRM system.
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Now, of course, these are just a few examples,
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but what we're talking about here
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is consolidating all of this information
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into a single, centralized, user-facing tool
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which we're calling a dashboard.
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Okay, so now we're clear on the definition.
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Next up, let's talk about our dashboard design framework.
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We like to break things out into six steps
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and we're not gonna cover all of these in depth
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like we do in our thinking like an analyst course,
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but I want to introduce it at a high level here
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because we'll be keeping this framework in mind
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as we work on our Adventure Works dashboard
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throughout this section of the course.
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So the framework includes defining the purpose,
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who is it designed for,
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what are you trying to communicate?
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Then it's all about choosing the right metrics,
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presenting that data effectively,
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eliminating clutter and noise using layout
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to focus attention and finally,
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wrapping it all into a clear story.
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So to summarize here,
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a well-designed dashboard should serve a distinct purpose
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for a distinct audience.
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It should use clear and effective metrics and visuals,
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and it should provide a simple, intuitive user experience.
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And as you're building dashboards,
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the types of questions you wanna consider,
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just like the three questions we just covered,
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who are the end-users of the dashboard?
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What are their key business goals
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and their objectives and incentives?
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What are the most important questions
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that they need answers to,
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and how can I present this information
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as clearly as I possibly can?
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And I'll leave you with one of my favorite quotes here.
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It's typically used
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in the context of user experience design,
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but I think it applies really well
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to data visualization as well,
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which is, "Perfection is achieved
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not when there's nothing more to add,
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but when there's nothing left to take away."
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Great reminder that clarity and simplicity is always better
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than complexity when it comes to Data Viz.
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So now with these key questions
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and with this dashboard design framework in mind,
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let's shift gears, revisit the project prompt
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for the course, and start to sketch out
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what our Adventure Works report should look like,
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and how we can start to put it together.
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