4.1.1 The "PDA" reporting design framework
4.1.1 The "PDA" reporting design framework
Building a Data Agency
1.1 Planning Development Sprints
1.1 Planning Development Sprints
3.2 Data modeling with dbt
3.2 Data modeling with dbt
I'll admit that reporting design is my weakest skillset (at least in the data realm) - so I had to evolve a framework that myself + the team could easily follow.
How we design report pages:
Perspective: What changed, and is it good or bad? This is often delivered via scorecards or a simple table.
Drilldown: What segments or cuts can we explore that drove that change? This is where pivot tables with expand-collapse + filter-on-click come into play.
Action: Line-level details (usually in a table), that someone can take action on (ie this specific campaign needs adjusting, this specific landing page is performing well and should be boosted, etc)