Dashboard Specification From a Business Question and Data Dictionary
Write a spec a developer or analyst can build and a stakeholder can approve.
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Write a dashboard specification for Tableau. The business question and decision it supports: [QUESTION_AND_DECISION]. Data sources and key fields with definitions: [DATA_DICTIONARY]. Users and how they will use the dashboard: [USERS_AND_USE]. Refresh needs: [REFRESH_NEEDS]. Include: purpose and success measure; the list of views with chart type, dimensions, measures, filters and actions; calculated fields in plain words with a worked example; layout in words and sizes; interactivity (filters, highlight actions) with the default state; colours and fonts; data checks against known totals with the arithmetic; and a testing checklist with acceptance criteria. Add a section on what is out of scope and known data limitations, and a sign-off table. Mark Tableau-specific functions and features [VERIFY] for my version. Add a worked acceptance test: the dashboard total for March sales must equal 184,320 from the finance report, filters must not change the grand total unless applied, the default date range must be the last full month, and each chart must have a title that states the takeaway. List the sign-off roles and the date.
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