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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.
- 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.
- 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.
- Update all alt-text
- Confirm tab order
- 4.
- Duplicate tab
- Resize visuals and re-size page
- Order visuals in tab order, confirm filters appear before the visuals that they filter
- 5.
- 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.
- If you do not have the publish to web permissions, read DataSF's Power BI Publish to Web Tip Sheet and then contact your IT and supervisor for permissions.
Last modified 1yr ago