Day 18 Dashboard Workflow
DAY 18

📊 Dashboard Workflow

Ghaziabad Mohan Nagar
Design Drafted by: HR Prateek Sharma

🔄 Complete Dashboard Development Process

From Data Mining to Publishing & Sharing

🎯 5-Step Dashboard Workflow
1
Data Mining

Extracting data from various sources

📂 Common Data Sources:

📗 Excel
📄 CSV
📝 TXT
🗄️ SQL Database
📕 PDF
☁️ Cloud Storage
🌐 Web APIs
  • Identify and locate relevant data sources
  • Connect to databases and file systems
  • Import structured and unstructured data
  • Ensure data accessibility and permissions
⬇️
2
Data Cleaning & Transform

Power Query Editor - The ETL Tool

🔧 Transformation Activities:

  • Remove duplicates and null values
  • Handle missing data appropriately
  • Standardize data formats and types
  • Split and merge columns as needed
  • Filter irrelevant records
  • Create calculated columns
  • Normalize and denormalize data
📊 Data Profiling Features
✅
Column Quality
Shows the percentage of valid, error, and empty values in each column. Helps identify data quality issues quickly.
📊
Column Distribution
Displays the distribution of distinct and unique values. Visualizes data spread and identifies outliers.
📋
Column Profile
Provides detailed statistics including count, min, max, average, standard deviation, and value distribution.
⬇️
3
Data Modeling

Establishing relationships between tables

🔗 Modeling Activities:

  • Define primary and foreign keys
  • Create relationships between tables
  • Set up star or snowflake schema
  • Create calculated measures using DAX
  • Organize tables into fact and dimension
  • Define cardinality (one-to-many, many-to-many)
  • Optimize model for performance
⬇️
4
Data Visualization

Creating meaningful visual insights

📈 Visualization Activities:

  • Select appropriate chart types for data
  • Create interactive visualizations
  • Add slicers and filters for interactivity
  • Design KPI cards and gauges
  • Implement drill-down capabilities
  • Apply conditional formatting
  • Ensure visual consistency and branding
  • Optimize layout for user experience
⬇️
5
Dashboard Publish & Share

Deploy and distribute insights

🚀 Publishing Activities:

  • Publish dashboard to Power BI Service
  • Set up scheduled data refresh
  • Configure access permissions and security
  • Share with stakeholders via links or apps
  • Embed in websites or applications
  • Create mobile-optimized views
  • Set up alerts and notifications
  • Monitor usage and performance
📐 Visual Workflow Diagram
🔄 End-to-End Dashboard Development
1️⃣ Data Mining
Excel, CSV, TXT, SQL, etc.
⬇️
2️⃣ Data Cleaning & Transform
Power Query Editor
⬇️
📊 Data Profiling
Quality • Distribution • Profile
⬇️
3️⃣ Data Modeling
Relationships & Schemas
⬇️
4️⃣ Data Visualization
Charts, Graphs, Insights
⬇️
5️⃣ Publish & Share
Deploy to Stakeholders
💡 Key Learning Points
📂 Data Mining
🔧 Power Query
✅ Column Quality
📊 Column Distribution
📋 Column Profile
🔗 Data Modeling
📈 Visualization
🚀 Publishing
📗 Excel/CSV/TXT
🔄 ETL Process
🎓 Best Practices
  • Always start with clear business requirements
  • Document your data transformation steps
  • Use data profiling to understand your data
  • Test relationships thoroughly before visualization
  • Keep visualizations simple and focused
  • Use consistent colors and formatting
  • Optimize for performance with large datasets
  • Schedule regular data refreshes
  • Gather user feedback and iterate
  • Maintain version control of dashboards
Dashboard Workflow - Day 18

Master the Complete Dashboard Development Process

Ghaziabad Mohan Nagar

Designed by HR Prateek Sharma

Last Updated: December 6, 2025

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