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authorChristian Cleberg <hello@cleberg.net>2024-09-01 22:03:26 -0500
committerChristian Cleberg <hello@cleberg.net>2024-09-01 22:03:26 -0500
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--- a/content/blog/2024-01-26-audit-dashboard.org
+++ b/content/blog/2024-01-26-audit-dashboard.org
@@ -3,9 +3,9 @@
#+description:
#+slug: audit-dashboard
-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.
+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.
@@ -15,30 +15,28 @@ communicate project status.
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.
+ - 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.
+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=.
+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.
+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:
@@ -48,49 +46,48 @@ Ensure that the following options are enabled:
- 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.
+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):
+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")=
+```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.
+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.
+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.
+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.
+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.
+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.
+- =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
@@ -111,13 +108,12 @@ Instructions to create the visuals above:
** 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.
+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:
+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
@@ -132,22 +128,21 @@ options such as:
- Tooltips
- Alt text
-You can always look online for inspiration when trying to decide how
-best to organize and style your dashboard.
+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.
+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.