Chapter 7 - Data Visualization with Reports and Dashboards

Question 1

What are first two steps of identifying the business requirements of reporting?

Answer 1

WHO - Identify the target audience
HOW - Identify how the audience will use the data

Question 2

After the first two steps of identifying the business requirements of reporting (WHO/HOW), what are the next 2?

Answer 2

VISUALIZATION - Identify type of visualization (Static or Dynamic)
SOURCES - Identify Data Sources

Question 3

Identifing how people will ACCESS the report (Digitally or Physically) is the last step in identifying what? (Report distribution)

Answer 3

Business Requirements of Reporting

Question 4

The step of identifying how people will access the report, what must you be mindful of?

Answer 4

The sensitivity of the data and thus the access restrictions that will need to apply

Question 5

Identifying timeliness (age) needs of data
Identifying report parameters (data range limits)
Understanding limitations of data (do you have what’s asked for?)

Form part of which step in understanding the business requirements of reporting?

Answer 5

Step 2 - HOW the audience will use the data

Question 6

You’ve identified data sources for a visualization but have found that the range doesn’t quite meet the needs of the CFO, what should you do?

Answer 6

Work with the CFO to find a way forward that will still get her what she wants.

Question 7

They let you define data range limits for the data elements in your report.

Answer 7

Report Parameters

Question 8

If data analyst Dallas let’s people know a schedule of when a report is published and publishes a report to a known location, what type of report publishing approach is this called?

Answer 8

Pull approach

Question 9

Describe the push approach of report publication?

Answer 9

when the report is automatically sent to people as it becomes available.

Question 10

Crystal has finished developing her report but the report itself is too big to email. What approach could she take to get this to the people that need it? Choose the best answer
a: print and mail it
b: use a blended approach

Answer 10

Use a blended approach

when pushing is too big for email, move to storing the report centrally

Question 11

Which of the five C’s of report and dashboard design supports the goal of delivering the pertinent information quickly.

Answer 11

Control
(where to focus attention)

Question 12

What are the five C’s of design principles?

Answer 12

Control
Correctness
Clarity
Consistency
Concentration

Question 13

Sue-Anne is designing a dashboard and she’s making sure that text is clear and easily readable. which of the 5 C’s of design is she using?

Answer 13

Clarity

Question 14

Using visuals and ensuring only the NECESSARY information is shown on a dashboard conforms with which of the 5 design C’s?

Answer 14

Concentration

Question 15

The cover page of a report should include what 3 things?

Answer 15

1) A concise title
2) Insight from the report itself or TOC
3) Instructions how to use

Question 16

Which part of a report involves beginning at the end, summarizing crucial observations and insights?

Answer 16

The executive summary

Question 17

Under which circumstance would having a monochromatic design element be appropriate?

Answer 17

If having to print physical copies of reports

Question 18

If you have the freedom to work with more than one colour for a report, what kind of palette is recommended?

Answer 18

A complimentary palette

a pallette with contrasting colours

Question 19

What does parallel construction relate to and what are it’s rules?

Answer 19

It relates to bullet pointed information.
Bullet points should follow the same form, style and length

Question 20

Bullet points should follow the same form, style and LENGTH

Answer 20

Parellel Construction

Question 21

Times New Roman, Garamond and Courier are examples of what kind of fonts?

Answer 21

Serif fonts

Question 22

When determining font sizes, which text should you start with?

Answer 22

Body text

Question 23

Body text font size is usually between what sizes?

Answer 23

12-14

Question 24

What design elements are critical to consider when printing reports?

Answer 24

Font size (and colour)

Question 25

If you're working for a corporation and creating visualizations/reports, what must you be mindful of in regards to the style and formatting?

Answer 25

Corporate reporting standards or Style Guides.

Question 26

What guide defines the use of branding elements, font selections, colour codes and watermarks etc? What is it's purpose

Answer 26

Style guides. Their purpose is to enforce structure and consistency of reports throughout the company.

Question 27

Their purpose is to enforce structure and consistency of reports throughout the company.

Answer 27

Style Guides

Question 28

How would you establish more trust in your visualizations?

Answer 28

Implement documentation elements. | version #, reference data sources and reference dates

Question 29

What 4 document elements should you update when distributing a report as part of good change management?

Answer 29

1) Publish date 2) Version number 3) Data Sources 4) Refresh date

Question 30

It's considered good practice to move the details behind reports or calculations to another section of the report, which would this be?

Answer 30

The Appendix

Question 31

You're developing a dashboard for senior leaders. You should spend sufficient time identifying what things that are crucial for them to know?

Answer 31

KPI's

Question 32

when creating a dashboard, use qualitative data to create ________ use quantitative data to create __________

Answer 32

Dimensions Measures

Question 33

At what stage should you identify the dimensions people want to use for segmenting data?

Answer 33

When gathering business requirements

Question 34

What are the 3 key stakeholders you need to consult in order to understand what KPI metrics you need to include on the dashboard?

Answer 34

C-suite Board of Directors Lower Management

Question 35

If your dashboard is public facing, what might you need to include?

Answer 35

SLA performance

Question 36

After identifying the audience and data sources for a dashboard, what 3 key development processes do you employ when developing the dashboard itself?

Answer 36

1) Wireframes 2) Mockups 3) Data Storying

Question 37

When should you obtain customer feedback sessions in the development process?

Answer 37

During Mockups

Question 38

2 delivery requirements for dashboards | begin with S

Answer 38

Subscription Capability Scheduled Delivery

Question 39

3 Interactivity requirements for dashboards

Answer 39

Drill Down Roll-up Filtering

Question 40

Besides the delivery and interactivity considerations of dashboards, sound dashboard design should allow the user to do what?

Answer 40

Saving the search criteria

Question 41

What do you need to have in place if you're allowing users to subscribe to a dashboard?

Answer 41

An opt-out feature

Question 42

Understanding what users want to see will dictate data ???? planning, which in turn will determine the level of dashboard ?????

Answer 42

Understanding what users want to see will dictate data STORY planning, which in turn will determine the level of dashboard INTERACTIVITY

Question 43

When the design stage of the dashboard is done, you should do what before proceeding with building it?

Answer 43

Obtain final approval

Question 44

What stages of dashboarding should you get voice of the customer feedback?

Answer 44

Both at the design stage mock ups and at the development stage (build and test) | the design stage is titled the development stage in the book!

Question 45

During the build/development stage of dashboarding regarding security, what must you define?

Answer 45

Role definitions and Access permissions

Question 46

After deploying the dashboard into production, what ongoing activity must you as the dashboard owner continue doing?

Answer 46

Dashboard optimizations

Question 47

how could you reduce the density of dots in a scatter chart but retain the perspective of how many individual observations exist?

Answer 47

Aggregate the y-axis to an average value and convert to a bubble chart to retain clarity

Question 48

Which chart type often used in exploratory analysis helps to illustrate the shape of data for onwards analysis?

Answer 48

Histograms

Question 49

Freya is visualizing data of accident occurrences on the US road network. What type of visualization would be good to use to help Freya illustrate data on where accidents occur?

Answer 49

Geographic maps

Question 50

Golum wants to show the significance of damage from orc raids in a town in middle-earth. What visualization should he use?

Answer 50

A Heat map. for example, building damage and number of causalities

Question 51

What visualization can help identify how correlated multiple values are with each other?

Answer 51

A correlation heat map.

Question 52

what visualization is good if you need to map proportional representation of hierarchical data?

Answer 52

Tree map ## Footnote it is hierarchical because you can decompose the data elements by clicking on them

Question 53

Johnny wants to create an interactive visualization, which of the below is the best choice? Geographic map Bubble Chart Tree Mapo

Answer 53

Tree Map

Question 54

You have a baseline value of critical vulnerabilities. You need to show the director over the year how adding new vulnerabilities and resolving existing ones has affected the number you started out with in the beginning of the year. What would be a good way to show this?

Answer 54

Using a Waterfall chart.

Question 55

visualization, you need to convey insight quickly

Answer 55

infographic

Question 56

you've sent out a survey and asked for peoples opinions about their favourite biscuits. It's free-form answers. What is a good visualization to use for this type of data?

Answer 56

A word cloud

Question 57

What visualization uses shape, font size and colour to signify importance of words?

Answer 57

a Word Cloud

Question 58

which type of report combines internal data about an organization's operational performance and risk with data about external forces?

Answer 58

Strategic or Research report

Question 59

communicate essential information whilst minimizing clutter - is the goal of what?

Answer 59

Dashboarding

Question 60

which charts are best for categorical data?

Answer 60

Bar, Stacked Bar and Pie charts

Question 61

report, gives people access to real-time information

Answer 61

Dynamic report

Question 62

this report typically uses an API to access the data

Answer 62

Dynamic report | access real-time data

Question 63

which of the five C's of design reduces clutter?

Answer 63

Concentration

Question 64

A concise title Insight from the report itself or TOC Instructions how to use Are all elements that should be on what?

Answer 64

Report Cover Page

Question 65

version number, references data sources and reference dates are known as what? What do they help establish with the report?

Answer 65

Documentation Elements They help establish trust of the report

Question 66

A ___________ divides data into categories or segments.

Answer 66

A DIMENSION divides data into categories or segments.

Question 67

Incorporating wireframes, mockups, data story plan help design an optimal what?

Answer 67

Web Interface (Dashboard)

Question 68

Which stage of the dashboard development process asks questions from aggregated data like "how many people work here?" and "what's the average time a person works here"?

Answer 68

During the Data Story plan

Question 69

What visualization would you use to help identify the variables you would consider as part of making predictions.

Answer 69

Correlation Heat Map

Question 70

In which recurring report type are KPI's most often conveyed?

Answer 70

Operational reports

Question 71

What recurring report type deals with System and Organizational Controls?

Answer 71

Risk Compliance Report

Question 72

Two main categories of recurring reports

Answer 72

Operational Reports and Compliance Reports

Question 73

Selecting the right visualization tool for communicating your message aligns with which of the five C's of design principles?

Answer 73

Clarity

Question 74

Which view in Power BI allows a user to explore data in a spreadsheet type of view?

Answer 74

Data View

Question 75

from within the Power BI application, which view allows a data engineer to look over the related data in a visual, such as a pie chart?

Answer 75

Report View

Question 76

totals or aggregated values and is an easy way to display critical values on the dashboard.

Answer 76

Card visuals

Question 77

reports for presentations and meetings and typically schedule them to run on a set schedule.

Answer 77

Point-in-time report ## Footnote the report reflects on a specific point in time, whether looking at data from the most recent month or data from one year prior.

Question 78

report relies on research to inform and even change business practices.

Answer 78

Research report

Question 79

Updating the hexadecimal code on a report does what?

Answer 79

Changes the colour of a font or other element

Question 80

What kind of code is this? (0, 0, 255) What is it used for?

Answer 80

RGB values is color code used to change colour of reprot elements

Question 81

a report may have multiple charts with different date ranges, what could you add to make this fact clearer?

Answer 81

label run dates against each visual

Question 82

Which department is a good first resource to determine appropriate guidelines for presenting data in a large company? | CM

Answer 82

Marketing Department | or Communications dept

Question 83

What kind of colour is this? PMS 4151 C

Answer 83

Pantone

Question 84

What kind of colour code is this? (89, 56, 0, 0)

Answer 84

CMYK

Question 85

Visual that best compares the values of data points across categories.

Answer 85

Stacked bar/graph or Pie

Question 86

Geographic maps are alos known as what?

Answer 86

Dot-maps

Question 87

Adobe Illustrator and Canva would be two tools you could use to build what kind of visualization? | cm

Answer 87

INFOGRAPHICS

Question 88

Type of chart that allows comparison of multiple data points against a trend?

Answer 88

Combination chart | uses columns against a plotted line

Question 89

what process involves creating a framework based on real-world data requirements, organizing data elements, and defining relationships. It ensures that data is ready for use and meaningful for reporting purposes.

Answer 89

Data Modelling | part of requirements gathering (identifying data sources)

Question 90

uploading a static visual to Power BI you need to do what 3 things?

Answer 90

Request permissions Log into the dashboar Disable Filtering options on the visual

Question 91

a querying technique for reports that rarely changes, especially when intended for scheduled reports.

Answer 91

Hard-coded filters

Question 92

technique commonly applied in scheduled reports, ensures everyone gets the same data subset, consistently.

Answer 92

Hard-coded filters

Question 93

Before publishing a dashboard, apart from departmental managers, which manager should you also inform?

Answer 93

IT Manager | to ensure security procedures are seen to

Question 94

what dashboard focuses on the operational details of a process or operation.

Answer 94

Tactical Dashboard

Question 95

a Dynamic report is also know as

Answer 95

a real-time report

Question 96

Self-service, static and point-in-time reports can be considered what type of report? | cm

Answer 96

On-Demand ## Footnote don't agree. Statics are often sent out, and not on demand of user

Question 97

method of organizing data where a user sorts within a sort.

Answer 97

Multi-sorting

Question 98

Software - allows a designer to draw different screens and add objects to build a potential layout. A designer can also do this on a piece of paper.

Answer 98

SnagIt

Question 99

is a data transformation tool that allows analysts to merge, clean and transform data from different sources ## Footnote cm

Answer 99

Power Query | can be used in Excel and Power BI

Question 100

determining the information needed for each consumer type will determine what?

Answer 100

Data Content

Question 101

models the time-based patterns in the data to make future predictions. This technique helps in predicting future sales based on historical sales data. | cm

Answer 101

Time series forecasting | dispute this! LDA more appropriate