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author | Christian Cleberg <hello@cleberg.net> | 2024-09-01 22:03:26 -0500 |
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committer | Christian Cleberg <hello@cleberg.net> | 2024-09-01 22:03:26 -0500 |
commit | a0578880ef14f54647d7cfd96382395ab1e3cddb (patch) | |
tree | 3b48908939708db6580a90d99bf88ff045311e9d /content/blog/2024-01-26-audit-dashboard.org | |
parent | 17d0e7fa0f46eae4ef284af4593e33ad24da3bef (diff) | |
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format 2024 blog posts
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-rw-r--r-- | content/blog/2024-01-26-audit-dashboard.org | 123 |
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diff --git a/content/blog/2024-01-26-audit-dashboard.org b/content/blog/2024-01-26-audit-dashboard.org index 6b165bf..e2c41ad 100644 --- 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. |