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-date = 2024-01-26
-title = "Building an Audit Status Dashboard"
-description = ""
-draft = false
-+++
-
-Alteryx and Power BI are powerful tools that can help turn your old-school audit
-trackers into interactive tools that provide useful insights and potential
-action plans.
-
-With these tools, we are going to build a dashboard that can effectively
-communicate project status.
-
-# Requirements
-
-This project assumes the following:
-
--   You have access to Alteryx Designer and Power BI Desktop.
-    -   If you only have Power BI Desktop, you may need to perform some analysis
-        in Power BI instead of Alteryx.
--   Your data is in a format that can be imported into Alteryx and/or Power BI.
--   You have a basic understanding of data types and visualization.
-
-# Alteryx: Data Preparation & Analysis
-
-## Import Data
-
-With Alteryx, importing data is easy with the use of the `Input Data` tool.
-Simply drag this tool onto the canvas from the `In/Out` tab in the Ribbon to
-create it as a node.
-
-You can choose the File Format manually or simply connect to your file/database
-and let Alteryx determine the format for you. For this example, we will be
-importing an Excel file and changing the `Start Data Import on Line` variable to
-`2`.
-
-## Transform Data
-
-Next, let's replace null data and remove whitespace to clean up our data. We can
-do this with the `Data Cleansing` tool in the `Preparation` tab in the Ribbon.
-
-Ensure that the following options are enabled:
-
--   Replace Nulls
-    -   Replace with Blanks (String Fields)
-    -   Replace with 0 (Numeric Fields)
--   Remove Unwanted Characters
-    -   Leading and Trailing Whitespace
-
-For our next step, we will transform the date fields from strings to datetime
-format. Add a `Datetime` tool for each field you want to transform - in the
-example below, I am using the tool twice for the "Started On" and "Submitted On"
-fields.
-
-Now that the dates are in the correct format, let's perform a calculation based
-on those fields. Start by adding a `Filter` tool, naming a new Output Column,
-and pasting the formula below into it (the two fields used in this formula must
-match the output of the `Datetime` tools above):
-
-```txt
-DateTimeDiff([SubmittedOn_Out],[StartedOn_Out], "days")
-`
-
-## Export Data
-
-Finalize the process by exporting the transformed data set to a new file, for
-use in the following visualization step.
-
-# Power BI: Data Visualization
-
-## Import Data
-
-To start, open the Power BI Desktop application. Upon first use, Power BI will
-ask if you want to open an existing dashboard or import new data.
-
-As we are creating our first dashboard, let's import our data. In my example
-below, I'm importing data from the "Tracker" sheet of the Excel file I'm using
-for this project.
-
-During this process, I also imported the export from the Alteryx workflow above.
-Therefore, we have two different files available for use in our dashboard.
-
-## Add Visuals
-
-To create the dashboard, you will need to follow the list instructions
-below and format as needed.
-
-Instructions to create the visuals above:
-
--   `Text Box`: Explain the name and purpose of the dashboard. You can also add
-    images and logos at the top of the dashboard.
--   `Donut Chart`: Overall status of the project.
-    -   `Legend`: Status
-    -   `Values`: Count of Status
--   `Stacked Column Chart`: Task count by assignee.
-    -   `X-axis`: Preparer
-    -   `Y-axis`: Count of Control ID
-    -   `Legend`: Status
--   `Treemap`: Top N client submitters by average days to submit.
-    -   `Details`: Preparer
-    -   `Values`: Sum of Avg~DaysToSubmit~
--   `Line Chart`: Projected vs. actual hours over time.
--   `Clustered Bar Chart`: Projected vs. actual hours per person.
--   `Slicer & Table` - Upcoming due dates.
-    -   `Slicer`:
-        -   `Values`: Date Due
-    -   `Table`:
-        -   `Columns`: Count of Control ID, Date Due, Preparer, Status
-
-## Format the Dashboard
-
-You can choose a theme in the View tab of the Ribbon. You can even browse for
-custom JSON files that define themes, such as ones found online or custom ones
-created by your organization.
-
-For each visual, you can click the `Format` button in the `Visualizations` side
-pane and explore the options. You can custom options such as:
-
--   Visual
-    -   Legend
-    -   Colors
-    -   Data labels
-    -   Category labels
--   General
-    -   Properties
-    -   Title
-    -   Effects
-    -   Header icons
-    -   Tooltips
-    -   Alt text
-
-You can always look online for inspiration when trying to decide how best to
-organize and style your dashboard.
-
-# Sharing the Results
-
-Generally, you have a few different options for sharing your dashboards with
-others:
-
-1. Export the dashboard as a PDF in the file menu of Power BI. This will export
-   all tabs and visuals as they are set when the export button is pressed. You
-   will lose all interactivity with this option.
-2. Send the full Power BI file to those you wish to share the dashboard. This
-   will retain all settings and interactivity. However, you will also need to
-   send the source files if they need to refresh the dashboard and you will need
-   to re-send the files if you make updates.
-3. Store the dashboard in a synced location, such as a shared drive or Microsoft
-   Teams. Depending on how a user configures their local Windows paths, the data
-   source paths may not be compatible for all users with such a setup.