CompTIA Data+ Chpt13 Expressing Business Requirements in a Report Format

The development of business requirements requires an analysis of the x who will be using a report or visualization

audience

It's also important to consider the level of X to data that should be provided to different types of y.

access , consumers

Audience

The people who will be using the data within your reports and dashboards, The audience may be a person within a specific role, a department, or even the entire organization

Distribution list

The people who are in your audience, who will receive a report or dashboard

The people who are in your audience would also be considered what?

Distribution list

C-level executives, management, external vendors/stakeholders, the general public, and technical experts are all types of what?

Consumers

Why is it important to consider who will be the users of a report?

This information can affect what type of data you need to present and also what access and viewing requirements should be set.

Why We Document Data Sources

To account for changes in role and prepare others who might take over the work, To expedite the process of resolving issues, To facilitate a return to the project, To answer questions about where the data came from,

Data model

A model that organizes data and the relationships of data elements so that the data is ready to use and meaningful for every user who needs a report

Field Definitions

Descriptive information about what each field contains, intended to clarify field names that may be ambiguous, clarifies what information each field contains, as the names of the fields may not be readily apparent to everyone.

Dimensions

are attributes for categorical data that are used to label and provide meaningful insight about the data. Dimensions are typically the text-based values in our data sets, such as color, product name, or employee name.

Measures

are attributes for number-related values. These are the fields likely to be averaged, summed, or otherwise aggregated.

What organizes the data and the relationships of data elements so that the data is ready to use and meaningful for every user who needs a report?

A data model

If only part of a table from a database should be shared for the audience of a report, what can be created to only provide the permitted data for access?

A view

The creation of what only allows the software in use to process the data that is needed up front?

A hard-coded filter

What should be provided to help clarify the names of data fields?

Field definitions

In a business setting, data is delivered in a number of ways.

A report, dashboard, or visual is presented in a meeting.
Information is delivered as a part of a data section on the company website.
Data is shared in the "report sharing" option of software applications like Power BI or Tableau, which have different environments companies can leverage to share reports across an organization.
Data can be printed as a paper report and given at a monthly meeting
Data can be subscribed to through the subscription options made available in a software

Recurring report

A report that is set to repeatedly run on certain dates or at specific times

What key point must be considered when preparing to create the visuals of a report or dashboard?

How they will be viewed/displayed

What are two methods we might use to publish Power BI reports?

PDF and PowerPoint are the most common. We could also use Excel exports and printed pages

What limits the delivery options of a report or dashboard?

The tool/software/platform used to create it

When planning the delivery of a report, we must consider how the dashboard will be delivered, and what else?

The frequency, or how often the report will be delivered

Recurring reports can be delivered in multiple ways depending on the organization's policies. What are a few ways these reports are delivered?

Answers may vary. Potential answers might include the following: Printed, shared folders on a server; email; dashboards

There are three main reporting types that you will work with as an analyst:

dashboards, paginated reports, and spreadsheets.

Dashboard

An interactive, visual display of information

Paginated Reports

A multipage report that is not suitable for display on a dashboard

Anytime you need more than a single page of information, tools like x or y can be helpful in building paginated reports.

Power BI Report Builder or Crystal Reports

Spreadsheets

worksheet of data in tabular form. Spreadsheets are an ideal tool for people in your organization who need to export and work with data as part of their roles.

MOCKUP

To draw out a potential layout

Wireframing

creating mockups of multiple screens that are likely connected. You can do this with paper and pen, or you can use tools like Figma that allow you to draw the screens and add interactions.

Matrix

This display is common in data analytics and can also be referred to as a pivot or cross tab format. A matrix shows values at the cross section of a row and column. This display is great for showing multiple dimensions and aggregated values.

Graphical visuals (pies, bars, stacked)

Varied graphs and charts are used to visualize, break down, and otherwise summarize data, and are very common in dashboards.

Cards

Typically used for totals or aggregated values. Cards are an easy way to display critical values on the dashboard in just a text-based form, without the visual aspect of a graph or chart.

What are the three main types of reporting?

Dashboards, paginated reports, and spreadsheets

What visual is also known as a pivot or cross tab format?

Matrix

What is defined as creating mockups of multiple screens that are likely connected?

Wireframing

When should a report be set to automatically refresh?

When there is real-time access to the data

Sorting

A method of ordering data by ascending or descending by letter, number, or date

Natural order

The order in which the data is entered

The most common sort method is x and y, meaning A–Z or Z–A for text-based fields.

ascending and descending order

Multi-sorting

A method of sorting where you sort within a sort

Top N and Bottom N sorts

Sorts that display the top or bottom of the data in a set based on a number you specify, or N

Custom sorts

Sorting when you create the data set to include the value and the sort order you need for your visualization, This is great for nominal data that does not have a sort, but you need to create one. A great example is education

Hard-coded filters

Filters that are coded into the view or the visual, he filters are automatically applied to the visual; the user does not adjust them

Interactive filters

Filters that allow the consumer to adjust a slicer or filter option on a dashboard to narrow down the data they want to see

Date filter

A filter that narrows down data by a starting and ending point

date hierarchy

A hierarchy using a date field that provides high-level information, like year, quarter, month, and day

Date Tables

A table that is full of each date and various information, like month, day of the week, week number, year, and other date-related information, when important dates are not included in the data, the analyst will establish a date table

Which type of filter does not allow the user to adjust it?

A hard-coded filter

Which type of filter does give the user the ability to adjust it?

An interactive filter

What else can serve as a filter?

A visual

What filter would be a consideration for payroll data that is done on a monthly basis?

A date filter

What type of table is typically used with the payroll data when working with a report that uses a date filter?

A date table

When data is not yet sorted, what is the order of the data?

Natural order, which is the way that it was entered in the system

What are two sort methods you can apply to your data sets?

Answers may vary. Potential answers might include the following: Ascending and descending order, Multi-sort, Top N and Bottom N sorts, Custom sorts

What type of sort will also filter data?

Top N and Bottom N sorts will also filter data.