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-#+title: Building an Audit Status Dashboard
-#+date: 2024-01-26
-#+description: Learn how to utilize Alteryx Designer and Power BI Desktop to build a simple status tracking dashboard for an audit or other engagement.
-#+filetags: :audit:
-
-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 the following dashboard:
-
-[[https://img.cleberg.net/blog/20240126-audit-dashboard/dashboard_01.png]]
-[[https://img.cleberg.net/blog/20240126-audit-dashboard/dashboard_02.png]]
-
-* 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=.
-
-#+caption: Alteryx Excel Import
-[[https://img.cleberg.net/blog/20240126-audit-dashboard/alteryx_import.png]]
-
-** 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
-
-#+caption: Data Cleansing
-[[https://img.cleberg.net/blog/20240126-audit-dashboard/alteryx_cleansing.png]]
-
-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.
-
-#+caption: Data Transformation
-[[https://img.cleberg.net/blog/20240126-audit-dashboard/alteryx_transformation.png]]
-
-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):
-
-#+begin_src txt
-DateTimeDiff([SubmittedOn_Out],[StartedOn_Out], "days")
-#+end_src
-
-#+caption: Data Analysis
-[[https://img.cleberg.net/blog/20240126-audit-dashboard/alteryx_analysis.png]]
-
-** Export Data
-Finalize the process by exporting the transformed data set to a new
-file, for use in the following visualization step.
-
-#+caption: Data Export
-[[https://img.cleberg.net/blog/20240126-audit-dashboard/alteryx_export.png]]
-
-* 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.
-
-#+caption: Excel Tracker
-[[https://img.cleberg.net/blog/20240126-audit-dashboard/excel_tracker.png]]
-
-#+caption: Power BI Excel Import
-[[https://img.cleberg.net/blog/20240126-audit-dashboard/powerbi_import.png]]
-
-** Add Visuals
-To create the dashboard below, you will need to follow the list
-instructions below and format as needed:
-
-[[https://img.cleberg.net/blog/20240126-audit-dashboard/dashboard_01.png]]
-[[https://img.cleberg.net/blog/20240126-audit-dashboard/dashboard_02.png]]
-
-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.