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How to write requirements for BI Dashboards

Many of our customers order BI dashboards of varying levels of customization to present data. This document provides guidelines for writing requirements for such dashboards.

Data

In most cases, the content of a deshboard can be defined as a combination of filters, dimensions, and values.

Filters let you select a subset of the data to display. Examples of filters: date of visit, distribution network, product category, etc. Filters can be categorical (selecting one or more values ​​from the list of options), text filters (for example, a filter by the store address), time interval (date and time of the beginning and the end).

Variables allow you to display the dependence of data on various factors. Examples of variables: distribution network, product category, region, city, etc. Often variables are organized in a hierarchy, for example, a city is included in a region, a sub-category is in a category, the merchandiser is subordinate to the supervisor, who in turn is a territorial manager, etc.

The values determine which quantitative indicators are displayed depending on the variables, taking into account the filters. Examples of values: share of the shelf,% of the plan for the share of the shelf in the visit,% of visits in which the plan for the share of the shelf, OSA, number of faces, product price, sign of the presence of a promo, link to the visit page, etc.

The basic requirements for any dashboard are a table listing the filters, variables and values. For example:

Filters Variables Values
Month, year Regional manager Shelf share
Channel Territory Manager % implementation of the plan for share of shelf
Region Retail chain
City Format
Route Product Category
Category Date of Visit
Segment

Visualization

Dashboards support a wide range of visualizations, see https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-types-for-reports-and-q-and-a.

We recommend starting with

  • cards (large one number, usually at the top of the dashboard)
  • array (a table with the ability to consistently “drill down” into data details, gradually opening new columns),
  • graphs (usually from time to time),
  • maps (points on the map are usually colored with a "traffic light" of colors + pop-up hints when the cursor hovers over the point).

To determine the requirements for richer visualizations, it is best to draw a sketch of a dashboard.

Execution

Dashboards are usually designed in the same style in corporate colors and using the company's logo. Information about corporate style, it is desirable to provide in advance and do not change for different desbordes.