This week in class we reviewed how companies track and visuals key metrics and KPIs. For projects in which metrics can be measured in an automated fashion, these may be visualized with constantly updated Dashboards. (e.g. Netflix viewing data). For projects in which metrics cannot be calculated in an automated manner, and/or are only calculated quarterly/yearly, an Outcome Report may be produced. Based on this week’s email-essay and your knowledge of the Salesforce or Netflix case, use Tableau to mock up Dashboards or an Outcome Report using simulated data.
(1) Simulated data. Do not go looking for data. You are making your own!
I want you to simulate 2 KPIs for your case over some period of time. See Simulating Data section above for tutorial video and example code.
For a Dashboard, you’d probably have the numbers by the minute to daily. For an Outcome Report, you’ll probably simulate values on a daily, monthly, quarterly, or yearly basis.
Make realistic simulated data. I don’t need you to get the numbers precisely right, but I’d like to see them within an order of magnitude of reality and the variation in the numbers to make sense (e.g. if you think the trend of your KPI will be increasing, make sure the trend of your KPI is increasing)
(2) Create a Dashboard or Outcome Report for the KPIs in Tableau
Using what you learned from the visualization material this week, create a Dashboard or Outcome Report in Tableau for the data. See Simulating Data section above for tutorial video that includes using Tableau.
The purpose of these graphs is to allow the viewer to quickly assess the outcomes (as far as KPIs) for the project. Make the graphs easy to interpret – use legends, plot in an easy to read way, etc
Make minimum 2 graphs in Tableau (min one for each KPI)
Submission
For this assignment, please take screenshots or make a PDF of your Tableau visualizations. Your submission can be in PDF or PPT(X) format. You may also include the link to your Tableau project. You will describe and explain your Outcome Report or Dashboard in part (3), which will be a separate submission. (I will grade them next to each other, though.) I don’t need to see your code/Excel notebook/etc.
(3) Dashboard or Outcome Report – Describe and explain
In place of a short answer this week, I want you to describe an explain your Dashboard or Outcome Report mock-ups. Please include:
Definitions of the KPIs/metrics you included in your mock-ups
Why you included each KPI/metric
Why a metric was relevant to one or both teams
Why you choose to display the metric in the way you choose
Other requirements:
Use in line citations where appropriate
Include a reference list/bibliography as appropriate
Minimum 300 words
