Forums for the Business Analyst

 
  Modern Analyst Forums  Careers  Getting Started  Documenting Dashboards
Previous Previous
 
Next Next
New Post 12/29/2020 10:57 PM
User is offline Kelly0445
2 posts
No Ranking


Documenting Dashboards  

Hi all,

I just started working again at the age of 37. My boss has asked me to document the retail dashboards our company is making for a client. I don't want to embarrass myself. Please guide me on what steps should I take to do that? What questions to ask? and what are the steps in documenting a retail dashboard?

Thanks,

Kelly

 
New Post 3/28/2021 10:59 AM
User is offline ShreeMBA
15 posts
9th Level Poster


Re: Documenting Dashboards  

Hi

Most of the Dashboards  essentially deals with all the monitoring of performance and  analysis of the data. So you can start with analysing what type of data  is used as the metrics and key performance indicators for your dashboard.

1.Data - The Data can be :MasterData ,Operational Data

Operational data that may deal with values of daily/weekly/monthly.For eg: SalesPerformace dashboard will have metrics for tracking their sales daily,weekly,monthly,quaterly and annual.

Master data which will be remain the same.For eg: Sales area, Region,Product,DeliveryMode/Shipping..

2.KPI& Metrics - Detailed explaination of  the Metrics and KPIs

3.Description of the Components used in dashboard

5.When was the data updated and what is the current version . You can also mention about the history of the versions.

6.Any updates in the Key performance indicators

7.Sources for these data : like other softwares like Salesforce or ERP systems 

8.Owner of the dashboard

Ideally your documentation should translate the dashboard and provide guidance to the users 

Good luck.

 

 

 
New Post 6/28/2021 2:24 PM
User is offline Sonal Jaitley
10 posts
10th Level Poster


Re: Documenting Dashboards  

It might also help checking with your boss about who the intended audience is for the document. If it is a 'user'  the document will contain information around access/logging, navigating the dashboard and provide an overview of the contents within the dashboard. If the intended audience is the technical team, it might be best to cover technical details on the webpage surrounding data displayed on the Dashboard.

 
Previous Previous
 
Next Next
  Modern Analyst Forums  Careers  Getting Started  Documenting Dashboards

Community Blog - Latest Posts

A business analysis checklist helps you stay organized while you work through projects. It includes questions that will help you identify problems in your current processes, and suggest improvements for future projects. Understand the Problem Before you start writing code, you need to understand what problem you're solving. This means u...
I’ve heard “The End is Near!” for Business Analysts for almost 20 years.  Waterfall project management, with its need for formal requirements, is dead…a dinosaur…so 1990’s.  To be honest, that’s mostly true.  With the publishing of the Agile Manifesto in 2001 there was no need for a 2-inch-...
Business analysis is used to identify and articulate the need for change in how organizations work, and to facilitate that change. As business analysts, we identify and define the solutions that will maximize the value delivered by an organization to its stakeholders. We look for opportunities for new business models and new ways to work together. ...

 






 

Copyright 2006-2022 by Modern Analyst Media LLC