Читать книгу Excel Dashboards & Reports For Dummies - Michael Alexander - Страница 16

Chances are your manager has been asked to create the reporting mechanism and he has passed the task to you. Don’t be afraid to ask about the source of the initial request. Talk to the requesters about what they’re asking for. Discuss the purpose of the dashboard and the triggers that caused them to ask for a dashboard in the first place. You may find, after discussing the matter, that a simple Excel report meets their needs, foregoing the need for a full-on dashboard.

If a dashboard is indeed warranted, talk about who the end users are. Take some time to meet with a few of the end users to talk about how they’d use the dashboard. Will the dashboard be used as a performance tool for regional managers? Will the dashboard be used to share data with external customers? Talking through these fundamentals with the right people helps align your thoughts and avoids the creation of a dashboard that doesn’t fulfill the necessary requirements.