Planning Your Dashboard Starts with Five Easy Steps:
A Dashboard Data Methodology white paper

Dashboards are only as good as the data that supports them. No matter which graphical or textual visualizations are used, drilldown capabilities exposed, or personalization features available, the success and long-term end-user adoption of a dashboard is dependant on the accuracy, quality, and flexibility of the underlying data. It is critical that dashboard projects consider and arrange data properly for maximum utility.
This paper describes a simple, systematic approach for understanding and configuring data sources for use in both small and mid-sized dashboard projects in just five steps:
- Document the dashboard goal
- Create data entities (views) describing the data
- Identify measures and store in the database
- Identify dimensions and store in the database
- Create parameterized queries
Mike MacDonald, CEO and Founder, has authored a white paper entitled, “A Dashboard Data Methodology”, that highlights these five key steps to properly organizing data for a dashboard project.
If you would like to view this whitepaper, please fill out the form below:



