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Before building a dashboard, align on your goals and audience for your publication. Consider:
- Why are you publishing this dashboard? What is your goal - what is the tangible change in the world you expect after publishing?
- Who will use it? What will they do with the information? Have you engaged them to verify this is a use-case? Is publishing a dashboard the best way to get to your results, or would other engagement (presentations, relationship building) be better?
Confirm your use case is best suited for a public dashboard. Then proceed:
- Download the template
- Import data and connect to data table (ideally a public data table on the City’s Open Data Portal)
- Data cleaning and transformation
- Build within the template: Replace values in charts and tables. Update titles.
- You can also add a new tab: Re-size to 700 width. Then add visuals.
- Turn off all interactions.
- Duplicate tab
- Resize visuals and re-size page
- Order visuals in tab order, confirm filters appear before the visuals that they filter
- Remove spacers, delete all mock data tables, apply changes, and verify nothing is broken.
- Delete all other tabs. Name the final two "desktop” and “mobile”
- Complete developer checklist
- Verify alt text and tab order is correct