Analyst checklist

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:

  1. Set-up

    • 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

  2. Visualize your data

    • 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.

  3. Accessibility updates

    • Update all alt-text

    • Confirm tab order

  4. Build a mobile view

    • Duplicate tab

    • Resize visuals and re-size page

    • Order visuals in tab order, confirm filters appear before the visuals that they filter

  5. Clean up and check work

    • 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

  6. Publish to Power BI Online, then publish to web

Last updated