COURSE 3: DECISIONS, DECISIONS: DASHBOARDS AND REPORTS

Module 2: Visualize Results

GOOGLE BUSINESS INTELLIGENCE PROFESSIONAL CERTIFICATE

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TABLE OF CONTENT

INTRODUCTION – Visualize Results

In this comprehensive course, participants will delve into the nuanced world of Business Intelligence (BI) visualizations, engaging in a thoughtful exploration of the tradeoffs inherent in their construction. Learners will navigate the delicate balance between conveying information effectively and making strategic choices in visual representation. Through practical exercises, participants will gain hands-on experience in creating various charts and visualizations, honing their skills in translating complex datasets into clear, insightful visuals that resonate with diverse audiences.

The course extends beyond the creation of individual visual elements, guiding participants in effective ways to organize these components within a comprehensive dashboard. Learners will uncover strategies for structuring and presenting data in a coherent and user-friendly manner, ensuring that the dashboard not only communicates information efficiently but also enhances the overall user experience.

A pivotal aspect of the course centers on the identification of factors influencing processing speed and the subsequent optimization of dashboard performance. Participants will explore techniques to maximize the efficiency of data processing, providing a seamless and responsive experience for end-users. By understanding these factors, learners will be equipped to implement best practices in dashboard design, ensuring that their visualizations not only tell a compelling story but also operate with optimal speed and efficiency. This course offers a holistic perspective on the art and science of BI visualizations, empowering participants to make informed decisions in their construction and organization while enhancing the overall performance of their dashboards.

Learning Objectives

  • Understand how to gather requirements from stakeholders to build a dashboard.
  • Identify obstacles and limitations that dashboards must overcome.
  • Learn strategies for answering questions with the appropriate dashboard information.
  • Understand a project’s scalability.
  • Explain the difference between high granularity and high detail.
  • Explore solutions if processing speed could be improved or made more efficient.
  • Identify contributing factors to processing speed.
  • Set privacy restrictions based on what’s appropriate for internal/external availability.
  • Translate business needs into dashboard parameters.

PRACTICE QUIZ: TEST YOUR KNOWLEDGE: COMMUNICATE CLEARLY WITH VISUALS

1. A business intelligence professional wants to create the best possible dashboard. They balance various factors by prioritizing certain elements while sacrificing others. What does this scenario describe?

  • Making trade-offs (CORRECT)
  • Quality testing
  • Eliminating redundancy
  • Revealing business insights

Correct: This scenario describes making trade-offs. A trade-off involves balancing various factors, often by prioritizing one element while sacrificing another, in order to arrive at the best possible result.

2. Fill in the blank: A dimension is a _____ data type that can be used to categorize data.

  • Boolean
  • Quantitative
  • Timestamped
  • Qualitative (CORRECT)

Correct: A dimension is a qualitative data type that can be used to categorize data. Some examples include customer names, product names, and locations.

3. What is the process of translating dimensions and measures into visual representations of data?

  • Conditional formatting
  • Data blending
  • Encoding (CORRECT)
  • Reframing

Correct: Encoding is the process of translating dimensions and measures into visual representations of data.

PRACTICE QUIZ: TEST YOUR KNOWLEDGE: CONSIDERATIONS WHEN LAYING OUT OUT A DASHBOARD

1. What is the term for the privacy setting that is used to make a dashboard accessible to anyone?

  • Public availability (CORRECT)
  • Open permission
  • Entry-level
  • Accessible data

Correct: To create a dashboard that is accessible to anyone, the public availability privacy setting should be used.

2. A business intelligence team is building and maintaining dashboards. As part of that process, they configure privacy settings using object-level permissions. In this situation, they want to control the availability of which of the following?

  • Only table columns
  • A complete dashboard
  • A single item (CORRECT)
  • Only table rows

Correct: They want to control the availability of a single item, such as a table, dataset, or single visualization. This is the purpose of object-level privacy permission.

3. Where does a business intelligence professional set up row-level permissions?

  • In the database (CORRECT)
  •  In the spreadsheet
  • In the visualization tool
  • In the pipeline

Correct: A business intelligence professional sets up row-level permissions in the database. This privacy setting controls the availability of specific rows of a table or dataset in a dashboard.

QUIZ: MODULE 2 CHALLENGE

1. A business intelligence team is designing a dashboard. The director of operations instructs them to prioritize high-level overviews of key performance indicators. However, stakeholders from finance ask for more granularity in order to monitor additional metrics. What should the BI team do? Select all that apply.

  • Prioritize high-level overviews, as the director of operations is the most important stakeholder.
  • Prioritize the more granular metrics, as there are more users on the finance team.
  • Determine what to prioritize and what to sacrifice in order to produce the best possible result for all users. (CORRECT)
  • Consider which trade-offs best align with business goals. (CORRECT)

2. Fill in the blank: Pre-aggregation involves making calculations on database data before it is transferred to the _____ tool.

  • Visualization (CORRECT)
  • analysis
  • processing
  • mapping

3. Fill in the blank: Measures are quantitative data types that can be either _____ or continuous.

  • floating
  • timestamped
  • discrete (CORRECT)
  • boolean

4. A business intelligence professional uses the Marks tool in Tableau to add color to a particular dimension. What are they doing?

  • Encoding (CORRECT)
  • Tracking
  • Charting
  • Summarizing

5. A business intelligence team considers design best practices for their data visualizations. They choose to use both color and labels when working in Tableau. Why do they make that decision?

  • It adds visual elements.
  • It reduces clutter.
  • It combines data from multiple sources.
  • It prioritizes accessibility (CORRECT)

6. For what reasons might a dashboard designer choose to group objects? Select all that apply.

  • To keep all pie charts together
  • Because they present data about similar metrics (CORRECT)
  • To ensure the dashboard has a logical flow (CORRECT)
  • Because they highlight the same topic (CORRECT)

7. What are some techniques for improving dashboard processing speeds? Select all that apply.

  • Organize using additional tabs
  • Process more data using front-end servers
  • Include fewer dimensions (CORRECT)
  • Remove irrelevant metrics (CORRECT)

8. Fill in the blank: If a dashboard has _____, it is accessible to the general public.

  • privacy settings
  • object-level permissions
  • public availability (CORRECT)
  • row-level permissions

9. Fill in the blank: Measures are _____ data types that can be either discrete or continuous.

  • floating
  • boolean
  • quantitative (CORRECT)
  • qualitative

10. What is the process of translating dimensions and measures into visual representations of the data?

  • Charting
  • Summarizing
  • Encoding (CORRECT)
  • Tracking

11. Fill in the blank: A dashboard using _____ has a privacy setting that controls the availability of specific rows of a dataset.

  • public availability
  • column-level permissions
  • object-level permissions
  • row-level permission (CORRECT)

12. A measure can be what type of data? Select all that apply.

  • Qualitative
  • Continuous (CORRECT)
  • Discrete (CORRECT)
  • Quantitative (CORRECT)

13. What are some dashboard best practices to emphasize important visualizations for stakeholders? Select all that apply.

  • Grouping objects based on chart type
  • Use of negative space (CORRECT)
  • Prioritization and hierarchy (CORRECT)
  • Hiding elements to spotlight others (CORRECT)

14. What are some techniques for improving dashboard processing speeds? Select all that apply.

  • Organize using additional tabs
  • Process more data using front-end servers
  • Filter data earlier in the process (CORRECT)
  • Reduce the amount of data (CORRECT)

15. A business intelligence professional creates a data visualization that uses only color to specify the data points. What should they do to make the visualization more accessible?

  • Add more data points.
  • Include labels. (CORRECT)
  • Remove outliers.
  • Combine data from multiple sources.

16. What are some dashboard best practices to emphasize important visualizations for stakeholders? Select all that apply.

  • Grouping objects based on chart type
  • Prioritization and hierarchy (CORRECT)
  • Hiding elements to spotlight others (CORRECT)
  • Use of negative space (CORRECT)

17. Fill in the blank: Pre-aggregation involves _____ while data is in the database, before it is transferred to the visualization tool.

  • analyzing
  • setting permissions
  • reporting
  • making calculations (CORRECT)

18. A business intelligence professional is designing a dashboard for a restaurant group. The personnel manager has instructed them to prioritize data about employees. However, the kitchen manager asks to prioritize food sales data. What should the BI professional do? Select all that apply.

  • Prioritize high-level overviews, as the personnel manager is the most senior stakeholder.
  • Prioritize the food sales data, as there are more users on the kitchen team.
  • Determine what to prioritize and what to sacrifice in order to produce the best possible result for all users. (CORRECT)
  • Consider which trade-offs best align with business goals. (CORRECT)

19. Fill in the blank: A dashboard with _____uses a privacy setting to control the availability of a single item.

  • public availability
  • row-level permissions
  • object-level permission (CORRECT)
  • column-level permissions

20. What is the process of performing calculations on data while it is still inside a database?

  • Operating
  • Advance targeting
  • Equating
  • Pre-aggregation (CORRECT)

Correct: Pre-aggregation is the process of performing calculations on data while it is still inside a database.

CONCLUSION – Visualize Results

In conclusion, this comprehensive course has provided a rich and immersive exploration into the intricate world of Business Intelligence (BI) visualizations. Participants have delved into the nuanced tradeoffs involved in crafting these visuals, striking a balance between clarity and strategic decision-making. Through hands-on practice, learners have honed their skills in creating diverse charts and visualizations, gaining the expertise to transform complex datasets into compelling and insightful visuals.

Beyond individual visual elements, the course has equipped participants with effective strategies for organizing these components within a cohesive dashboard. Learners have gained insights into structuring data in a way that not only communicates information efficiently but also enhances the overall user experience, ensuring that the dashboard becomes an intuitive and accessible tool for data interpretation.

A key highlight of the course has been the exploration of factors influencing processing speed and the subsequent optimization of dashboard performance. By identifying and understanding these factors, participants are now empowered to implement best practices in dashboard design, ensuring a seamless and responsive experience for end-users. As learners conclude this journey, they carry with them a comprehensive skill set, ready to design BI visualizations that not only tell compelling stories but also operate with optimal speed and efficiency, contributing to informed decision-making within their organizational contexts.

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