You have recently been contacted by the CEO, Jonathon Briggs, for Itikan, an eCommerce company that sells a variety of items and is looking at expansion. Jonathon is r

Task Outcomes

• Goal: Use of data visualisation tools to create a digital dashboard for an organisation or case. 
• Learning Outcomes Assessed:
  • CLO #1 Analyse problems and formulate solutions for businesses using skills in data visualisation and reporting. 
  • CLO #2 Understanding of relevant business policies used for data within a business context. 
  • CLO# 3 Interrogate business data to provide appropriate reporting in a business decision context. 
  • CLO #4 Apply effective written and digital communication skills in a business context. 

Task Description

Case study

You have recently been contacted by the CEO, Jonathon Briggs, for Itikan, an eCommerce company that sells a variety of items and is looking at expansion. Jonathon is responsible for all departments with a focus on sales, inventory and distribution in Australia. At the moment Jonathon gets data and charts from different departments in different formats and is always having to manipulate data to get answers. He is always interested in sales and profitability but also monitors picking and shipping time, delivery costs and inventory levels to make sure the company is running smoothly. You have been asked to design and create a dashboard that he can use to get a snapshot of the different areas as well as being able to drill down to get more detail from reports. You have been provided a small sample of data (about 1% of the orders in the months of August to October – order numbers and names have been altered for privacy reasons).  He has outlined that he monitors the profit percentage for each month’s orders as that gives an indication about the product pricing.

Assignment task

To complete this task, you will need to do the following:

Step 1: Plan – what are you aiming to deliver and by when.

Step 2: Scope – Think about the purpose/objective of your dashboard. How will the dashboard support decision-making. What are the objectives of the CEO and how does the dashboard link to this? Think about all the measurements that the CEO is interested in and why.

Step 3: Design – What visuals are you going to create and why. Ensure they link back to your objectives. Investigate the data quality and any transformation you will do or recommend. What other data might help?

Step 4: Develop and test – create reports and a dashboard using Power BI that matches your design. Import the datasets into Power BI. Your dashboard should be visually interesting, include between 6-10 visuals or tiles, and have appropriate titles, legends, etc. These tiles should link to more detailed reports. Make sure the dashboard has appropriate filters to allow the CEO to view different data/time scales, etc.

Step 5: Launch – create a video showing your dashboard and teh component reports. Explain the dashboard – why have you decided to do certain things (charts, filters, colours, etc.).

Hints

1. Create 3 reports for each of the company departments (sales, shipping and inventory). Combine these into an executive dashboard.
2. Think about your overall colour scheme as well as each tile. Discuss this in the video. 
3. Use either PowerPoint or Zoom to create your video
4. Aim to put yourself in the video (a talking head).

Data Visualization and Executive Dashboard Design

Objective:
This assessment aims to evaluate the student’s ability to use data visualization tools (Power BI) to create an executive dashboard for a business case, enabling effective decision-making and reporting for the CEO.

Key Requirements:

1. Planning: Define deliverables, timelines, and objectives for the dashboard.
2. Scoping: Determine the purpose of the dashboard, CEO priorities, and relevant metrics (sales, profitability, shipping time, delivery costs, inventory levels).
3. Designing Visuals: Choose appropriate charts and visuals that link to objectives; assess data quality, transformations, and additional data requirements.
4. Development and Testing: Build reports and dashboards in Power BI with 6–10 interactive visuals, filters, titles, legends, and linked detailed reports.
5. Launch and Presentation: Create a video explaining the dashboard design choices, including visuals, filters, color schemes, and overall layout. Include a talking-head explanation using PowerPoint or Zoom.

Learning Outcomes Assessed:

• CLO #1: Analyse business problems and formulate solutions using data visualization and reporting skills.
• CLO #2: Understand business policies related to data.
• CLO #3: Interrogate business data for decision-making.
• CLO #4: Apply effective written and digital communication in a business context.

Assessment Approach Guided by Academic Mentor

Step 1: Planning

• The mentor guided the student to outline the project timeline, deliverables, and the CEO’s requirements.
• Emphasis was placed on clarifying objectives and the expected impact of the dashboard on decision-making.

Step 2: Scoping

• The student, under guidance, identified CEO priorities (sales, profitability, inventory, and shipping metrics).
• Mentor instructed on mapping business questions to dashboard objectives and metrics.

Step 3: Design

• The mentor assisted in selecting the types of visuals (bar charts, line charts, KPIs, tables) relevant to each department (sales, shipping, inventory).
• Discussion included data quality checks, potential transformations, and suggestions for additional useful metrics.

Step 4: Development and Testing

• The student imported the provided dataset into Power BI and created three department-specific reports.
• The mentor provided guidance on linking these reports into a cohesive executive dashboard, adding interactivity through filters, drill-downs, and dynamic visuals.
• Feedback ensured the dashboard was visually appealing, easy to navigate, and aligned with objectives.

Step 5: Launch

• The student created a video walkthrough demonstrating the dashboard features, explaining the choice of charts, colors, filters, and visual layout.
• Mentor guided on effective communication techniques for presenting data insights and highlighting actionable information for the CEO.

Final Outcome

• A fully functional, interactive executive dashboard in Power BI with 6–10 visuals linking to detailed reports.
• A video presentation explaining dashboard choices and functionality.
• Demonstrated the ability to interpret business data, apply visualization best practices, and communicate insights effectively.

Learning Outcomes Achieved:

• CLO #1: Analysed business problems and provided actionable solutions via dashboard.
• CLO #2: Applied understanding of business data policies.
• CLO #3: Interrogated and interpreted datasets to support decision-making.
• CLO #4: Demonstrated strong digital communication skills through dashboard design and video presentation.

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