This is a guide and possible template of the process to begin the development of a set of a data analytics dashboards. This will assist you in your business analysis and gathering requirements.
The principals as documented in 1.1 Foundation Principles will be the starting point of this process.
People
Who are the people involved with dashboard? Outline in the tables below who the people are and what their role is in the development of the dashboard.
Data Analytics Team
| Role | Name(s) | Email(s) | Phone Number(s) |
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| Project Manager |
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| Lead Dashboard Developer |
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| Other Dashboard Developer(s) |
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| Lead Database / ETL Developer |
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| Other Database / ETL Developer(s) |
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Client(s)
| Role | Name(s) | Email(s) | Phone Number(s) |
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| Primary Stakeholder |
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| Other Stakeholder(s) |
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| Lead Data Source Business Expert |
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| Other Data Source Business Expert(s) |
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| Primary Data Source Technical Contact |
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| Other Data Source Technical Contact(s) |
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Customer(s)
| Team | Number of Users | Security Notes |
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What sort of databases and tools are there?
Data Analytics Team
Database Servers
| Database | Phase | Server + Domain Name | CPU | RAM | Connection Details |
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| Development |
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| Test |
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| Production |
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Business Intelligence Servers
| Tool | Phase | Server + Domain Name | CPU | RAM | Connection Details |
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| Development |
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| Test |
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| Production |
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Project Management and Version Control
| Tool | HTTP Link | Connection Details |
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| Project Management |
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Documentation
| Tool | HTTP Link | Connection Details |
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| SharePoint Site |
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Client
Data Source
| Data Source Description | Database | Phase | Server + Domain Name | CPU | RAM | Connection Details | Client Requirements (Live / Daily??) |
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Documentation
| Documentation Description | HTTP Link | Connection Details |
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Processes and Procedures
Data Analytics Team
| Instance | Describe the process | Relevant HTTP Link |
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| Requesting access to the dashboard |
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| Dashboard server issues like server down or cannot connect |
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| Dashboard issues like incorrect data / data quality |
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Client processes and procedures
| Instance | Describe the process | Relevant HTTP Link |
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| Requesting server to server access to client data source |
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| Client data source server issues like server down / cannot connect |
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| Client data source data issues like incorrect data / data quality |
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Dashboard Requirements and Measures
Please list below the reporting and dashboard requirements that the client wants. This will also record the development status of their request
| Record Date | Name of Measure | Measure Description | Relevant Calculations / Formulas | Dashboard Page Name | Development Phase | Development Notes (including date) |
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