Introduction to Interactive Dashboards — Transcript

Full transcript

1. 0:01welcome to this tutorial about basic
2. 0:03interactive dashboard concepts we will
3. 0:06be talking about what a dashboard is
4. 0:08what a filter is and other things you
5. 0:10need to know about interactive
6. 0:11dashboards
7. 0:14after viewing this video you'll be able
8. 0:16to describe a dashboard define a filter
9. 0:19and analyze data
10. 0:23now let's cover some dashboard basics a
11. 0:26dashboard is an interactive tool that
12. 0:28allows the user to extract and analyze
13. 0:31relevant insights while displaying
14. 0:33information in a visual way
15. 0:35analysis is performed with the aid of an
16. 0:38interactive dashboard is easier and
17. 0:40quicker than scrolling through multiple
18. 0:42views and lots of data
19. 0:46a filter is a button that can be clicked
20. 0:48to display
21. 0:50data the way you want it to be displayed
22. 0:52in a table or chart in tableau in excel
23. 0:55and power bi the same thing is called a
24. 0:58slicer
25. 1:01now we are going to go through some
26. 1:03examples of dashboards and how to use
27. 1:05the filters in the dashboards these
28. 1:07dashboards are examples only the
29. 1:10dashboard you work with will likely be
30. 1:12different but the principles are the
31. 1:13same
32. 1:14just a note i'm using chrome as my
33. 1:16browser here but other browsers should
34. 1:19work if you ever have difficulty with
35. 1:21viewing a dashboard try switching your
36. 1:23browser because that may resolve the
37. 1:24issue
38. 1:25the first dashboard we have here has
39. 1:28three separate filters one for past due
40. 1:31category
41. 1:32one for region and one for restaurant
42. 1:35type click on each category you are
43. 1:38interested in
44. 1:40hold down the control key or command key
45. 1:43if using a mac to make more than one
46. 1:45choice
47. 1:46if you do not make a selection in a
48. 1:48particular chart the default is all
49. 1:50categories
50. 1:52as you click on one chart
51. 1:55the other charts in this visualization
52. 1:58change at any point you can refresh your
53. 2:00browser to reset all filters
54. 2:05you can mouse over each of the data
55. 2:08points
56. 2:09to see the data underlying that visual
57. 2:11visualization
58. 2:14in the second dashboard
59. 2:16we select one or more categories for
60. 2:18plant
61. 2:19and one or more product groups again
62. 2:22hold down the control key or command key
63. 2:25if using a mac to make more than one
64. 2:27choice
65. 2:28note that sometimes you may have to
66. 2:30scroll through a chart to see all the
67. 2:31categories
68. 2:40in this next
69. 2:42dashboard we have a drop down filter in
70. 2:45the upper right corner just click on the
71. 2:48down arrow to make to make your
72. 2:51selection
73. 2:52the related charts will change as you
74. 2:56make your changes in the filter
75. 3:01in this last dashboard we see an example
76. 3:04of a slider bar to change the category
77. 3:07you can just click the forward and back
78. 3:09arrows to scroll through the categories
79. 3:13once you click give it a minute to
80. 3:15change the chart
81. 3:18we just saw several examples of the
82. 3:20types of filters that may be present in
83. 3:22a dashboard a dashboard can have one two
84. 3:25or more filters
85. 3:27there are filter types beyond those
86. 3:29shown here but these examples should
87. 3:31give you enough information to get
88. 3:33started with reading and interpreting
89. 3:35dashboards
90. 3:38now we come to the thinking and analysis
91. 3:40part think about the questions that you
92. 3:42could ask and get the answers to by
93. 3:44using the filter buttons on a dashboard
94. 3:48the information a manager or other user
95. 3:51of the dashboard needs can be retrieved
96. 3:53just by clicking on one or more filters
97. 3:55it's that easy
98. 3:57these same dashboard concepts can be
99. 3:59applied when using and other tools such
100. 4:01as power bi or excel it is much easier
101. 4:04to use a dashboard than digging through
102. 4:07multiple sheets of data
103. 4:11that's it we're done with this video
104. 4:13this video was created and narrated by
105. 4:15dr wendy teats have a great day