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BUSB333-Dashboard-2021.pdf

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BUSB333-Dashboard-2021

Dashboard Design Assignment Due Session 7 100/50 pts

REQUIRED ASSESSABLE ARTIFACT

You will suggest a real or imagined work situation where it is important to monitor

at least four streams of incoming information simultaneously. The purpose of this

assignment is to have the student assess the need for multiple information streams

and to design a dashboard using appropriate data visualization and the provided

instructions.

If you choose to use an existing Dashboard from work, provide a copy of the

existing Dashboard, and demonstrate how your re-design of that Dashboard

improves upon the original.

Dashboards should be designed using good design principles based on Few (2013)

and not based on “this is the way we have always done it at work.” Design the

appropriate information graphic or table for each stream of information. Create a

Dashboard which meaningfully arranges the depictions of your incoming

information streams that displays the status of each factor and the whole situation

easily and rapidly.

In addition to creating a Dashboard, you will very briefly report your situation to

the class and hand in a 2-3 page APA style paper your work situation, information

streams, representational depictions and offer the following:

• A hardcopy of your dashboard mock-up

• A narrative describing your dashboard with instructions of how to look at it, how to interpret it, and what each part and the whole mean

• A brief description about the situations being monitored

• A brief description about why monitoring each information stream is important

• A brief description about why you chose the graphic or tabular representation for each input stream.

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BUSB333-Dashboard-2021

Excel Dashboard Elements

So what exactly is a dashboard? Few (2013) defines a dashboard “…as a visual

display of the most important information needed to achieve one or more

objectives which fits entirely on a single computer screen so it can be monitored at

a glance” (2010).

Here is a Microsoft site that can help you get started with tools you already have to

create a dashboard using data about your industry. There are more advanced sites

on the following pages that may require some an understanding of Excel and pivot

tables. To get started, read the following data sheet from Microsoft:

https://support.microsoft.com/en-us/office/create-and-share-a-dashboard-with-

excel-and-microsoft-groups-ad92a34d-38d0-4fdd-b8b1-58379aae746e

1. Excel & PowerPoint Templates – (Easy) There are many basic Excel & PowerPoint dashboard

templates you can use to add

data and then create a

simple dashboard.

o Open a “New” .xlsx or .ppt file and then

enter “dashboard” in

the search box.

o Follow instructions for the template.

Search the web, social

media, and UGC sites for the

latest client, sale, or

performance data about your

industry to add to the

dashboard.

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2. Excel Dashboards – (Moderate) Here is a video (15:13) with “Step by Step for Easy Excel Dashboards” https://www.youtube.com/watch?v=dI_axvl21J0

• Use only RAW DATA • Create a TABLE not a

spreadsheet!

• Create a PIVOT Table. Make sure you define data as a table not a

sheet. Select the entire table as the

cell range.

• DASHBOARDs operate from a PIVOT Table. Add a blank

column to separate the dashboards

from the table.

• Please cursor inside a part of the table.

• INSERT SLICER (right side) Heart of the dashboard -lists all

the headers in the data

• Select which areas you want (6:27 min)

• Selection of the data in one table highlight the associated data in the

other tables

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BUSB333-Dashboard-2021

3. 3-D Data Table in Excel – (Moderate) You can watch this video (16:15) to learn how to build a 3D table. Below are some quick instructions from the

video. https://www.youtube.com/watch?v=3plsR7jKZx8

• Create “Group” Table in Excel

o Click on a column of data and hold shift

key down.

o Click one sheet and then click on farthest

sheet to the right.

o Hold shift key down and copy table from

sheet one to 3 three

sheets

• Copy next column of data, hold shift key

down, and click farthest

sheet. Transpose data

from vertical to

horizontal.

• Use index function (6:41min)

• Use name manager to define sheets

Dataset2007 and define

the range of cells

• =Index(function) =Index dataset name, row, and cell (8:39 min).

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BUSB333-Dashboard-2021

4. 3D References in Excel – (moderate) build calculations from Excel “tabs” for an entire company or industry by watching this video (3:40)

https://www.youtube.com/watch?v=WmrqEP2eE48

• Hold down shift key to select all tab

• In first sheet, calculate auto sum of all table (2:10)

• Copy sheet and make one for entire company

5. OLAP Cube – (Expert) Your team could build an OLAP cube by watching “What is business intelligence and an OLAP cube?” video (10:17)

https://www.youtube.com/watch?v=yoE6bgJv08E