Day 2 of dashboard week consists of a template challenge. Having templates in your back pocket can be super useful when you are working on tight deadlines, require inspiration or when you're asked to showcase examples. They save you time and ultimately money and/or stress.
Your goal for today is to design and create two templates across two different software's: Tableau & PowerBI, e.g. one template for each software.
You can find the starter files here. Crossover between the software's is allowed but you can take completely different approaches if you like.
The first dataset is on Sample Superstore, which warrants no further explanation. The second dataset is on HR data.
Context: Human resources departments typically have the same reporting model across different companies, even when they differ by industry or size. This sample data set looks at new hires, active employees, and employees who have left. It strives to uncover any trends in the hiring strategy, such as who you hire, are there any biases in your hiring strategy or trends in voluntary separations.
Your templates must meet the following minimum requirements:
- Title and Sub-Title design outlining font type and sizes
- Spacing guidelines outlining inner/outer padding (to allow for appropriate white space)
- Colour scheme considerations
- Example Charts & KPI's - make you provide as much scope for insight as possible, e.g., add context to KPIs with YTD/MTD's and trending indicators, etc.
- Interactivity examples (on hover, click and/or drillthroughs)
- An information button, image or separate dashboard page that outlines how to use the template
- A footer containing your designers signature
- Templates must be published to Tableau Public and your PowerBI workspace (shared publicly) respectively so they can be linked/embedded in your blog.
By 3:30pm today you are to present your:
- Plan (and reflections on the Plan)
- Scope
- Sketches
- Templates
- Blog
You will have 5 minutes to present this.