Creating the dashboard sheet

Before we begin creating the dashboard, we need to review the information that is required by the business. The case study that we will address is as follows.

Suppose that the company is a worldwide wholesale seller of food and beverages. This means that they need to review information about the sales in several countries. They need to know their performance in each of them, and they require this information to be detailed by the customer name, category name, and product name. They also need to know the average percentage of discounts, how many orders they have issued, and the total sales amount. Each of these key indicators should be dictated by the month and year.

That explains the basis for this case. We need to find the perfect solution by accessing the right dashboard and displaying all of the data in the most consolidated fashion. Let's highlight some keywords that will drive our development:

  • Italic: Visualizations that we need to provide
  • Bold: Dimensions that we need to create and use on visualizations
  • Underline: Metrics that we need to create and use on visualizations

This information is valuable as a starting point for our work, but it's not exhaustive. During the development of a dashboard, it's very common to create extra visualizations or metrics that are also valuable to the user when it comes to understanding the data.

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