Build Your First Dashboard
Learning Outcomes
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What’s Included
Why Build Dashboards?
Why Build Dashboards?
Dashboards are a convenient way of extracting insights from data. Find out why and how companies build dashboards in this lesson.
Designing Your Dashboard
Designing Your Dashboard
The hardest part of building the dashboard is the initial design. At this stage, you need to decide information to include and where it will sit on the dashboard.
Calculating Headline Values
Calculating Headline Values
Most dashboards will have some headline values such as total revenue and growth rate. Here I'll show you how to calculate these values and include them in the dashboard
Adding Charts to Your Dashboard
Adding Charts to Your Dashboard
Charts make it easier to spot trends and insights from our data. As a result they are a crucial component of all dashboards.
Time-Based Charts
Time-Based Charts
Time-based charts are one of the most common types of charts you'll create in a dashboard. Here, we'll learn how to split annual revenue by month.
Segmenting by Customer Size
Segmenting by Customer Size
Profitability and cost can often vary by customer type. It's often worth segmenting customers by industry or by size to gain additional insights into your customers.
Sales Team Analysis
Sales Team Analysis
In this lesson, we'll analyse the performance of our salesforce, calculating the annual revenue generated by each sales manager.
Add Interactive Buttons to the Dashboard
Add Interactive Buttons to the Dashboard
Interactive buttons allow you to include more information on the dashboard and enhance the user experience. Find out how to add a simple dropdown button in this lesson
Link Sales KPIs to Buttons
Link Sales KPIs to Buttons
In this lesson, we'll learn how to link our sales KPIs to the input button. Now when we select a sales manager, his KPIs will update automatically on the dashboard
Ranking Metrics
Ranking Metrics
To rank our sales managers in terms of performance, we'll need use the RANK() function for each of our sales team metrics.
Formatting Your Dashboard
Formatting Your Dashboard
It's important that your dashboard fits on one screen and is formatted neatly so users will be inclined to use it. Some formatting tips in this lesson will help you accomplish this task.
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