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The first part of the assessment task 3 is to create a design plan for your interactive dashboard.

INSTRUCTIONS TO CANDIDATES
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Details of assessment task 3

This is an individual task. The objective of the assessment task 3 is to apply the knowledge, theory and skills that you are learning this semester about Data Visualization and put it to application of designing an interactive dashboard in a creative effort. Keys to the assessment task 3 are to design a dashboard and implement it, which general users will find your dashboard interesting and intriguing. In addition, you may design scenarios where you clearly identify a set of users or analysts who care deeply about that data you select.

1. Create a plan of your visualization (15%)

The first part of the assessment task 3 is to create a design plan for your interactive dashboard. You first should select one of two datasets provided below and then create a proposal in which you describe how you design the interactive dashboard.

 

(1) Select one of datasets

 

Select one of two datasets provided bellow:

 

a) assessment3-data-1-school-info.csv

b) assessment3-data-2-order-info.xlsx

 

(2) Create a plan for your visualization

 

After selecting dataset, you should create a proposal in which you describe how you design an interactive dashboard. Start by understanding and analyzing your elected data and then plan what tasks and the techniques are a good match for one another. In addition, you should also describe why the interaction techniques you will implement will be effective in the context of your tasks and carefully plan the various ideas that go into the software implementation. This is an important task that you perform first before actually creating an interactive dashboard. The following steps are for your reference.

 

(3) Data analysis and abstraction

Based the selected data, you may further analyse and understand the data. For example, new attributes may be derived from information contained within existing ones, or data may be transformed from one type into another, etc.

 

Don’t just draw what you’re given; decide what the right thing to show is, create it with a series of transformations from the original dataset, and draw that!

Deriving new data is a critical part of the vis design process. The common case is that deriving new data is a choice made by vis designers.

 

 

 

(4) Describe scenario based on your dataset

 

A scenario refers to what a user would have to do and what he or she would see step- by-step in performing a task using your visual project. The key distinction between a scenario and a task is that a scenario is design-specific, in that it shows how a task would be performed if you adopt a particular design; while the task itself is design- independent. For example, you may think about who would be interested in understanding this data better; what these people would want to know about the data, and what the problems are being addressed, etc.

 

 

(5) Identify your questions and tasks

 

Using the previous business scenario as a starting point, in your design plan, you should make list of at least 5 questions that might be asked from your choice of dataset. In addition, you should define the tasks that you want to complete and present an appropriate design for those tasks. For example, you describe your visualizations with various charts to be used, present intended tasks, and provide the rationale for why the designs address the tasks, etc. You should also avoid asking questions that could be answered with a single statistic, such as only asking min, max, etc. Instead, your visualization should tell an interesting story in which your visualization adds value.

 

(6) Describe your proposed implementation approach.

 

In this project, you are required to create an interactive dashboard which consists of at least four worksheets. For each visualization, you should describe what the story you want to tell is and why the design you select such as charts is appropriate. Therefore, you need to pick up your visualization types based on the kinds of questions you are answering.

 

In your plan, you need to apply the visual design principles discussed in class so far to design the dashboard. For example, you should focus on what kinds of the abstract tasks you want to support and your selected encoding approaches should best support your tasks. Finally, you should sketch your solutions.

 

 

(7) Your design plan should include at least three pages (word count: 800)

 

2. Implement your design with analysis report (20%)

 

In the implementation of your design, you'll put together everything you've learned in this course to create a story-based interactive dashboard to explore dataset. Based on the plan you created in the previous step; your final capstone project should create a dashboard that includes two main components: Implement the design with software and provide an analysis report.

 

(1) Implementation of your design:

 

Your implementation of design should include the following parts:

1. A minimum of four worksheets that are displayed on dashboard’ panels

2. Creating several calculated fields to express how much, how many, ratio, comparison, etc.

3. Creating parameter fields to control selected attributes in your data

4. Adding interactive techniques into your worksheets such as filter and action filters, highlights, etc.

5. Demonstrating that you have grasped the important concepts and techniques associated with Tableau

6. Drilling through, paging or cascading techniques are also encouraged to show summary and detail views

7. A map component

8. Exploring different encodings (e.g., use colour and size - in addition to the basic chart types)

 

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