Comprehensive End-to-End Dashboard Project Process

Prepared by : Christian Robles
March 16, 2025

I. Overview

Batanes General Hospital (BGH), located in Basco, Batanes, at the northernmost tip of the Philippines, is a government-owned, Department of Health (DOH)-operated facility serving the province’s isolated island communities. Established initially as a public dispensary under the Philippine Rehabilitation Act of 1946, BGH evolved over decades, achieving its current status as a Level II tertiary hospital following its re-nationalization and upgrade under Republic Act No. 8454 in 1998. With a vision to become a "people-centered Level II hospital by 2027," BGH is committed to delivering accessible, compassionate, equitable, and competitive healthcare services to all residents of Batanes. The hospital operates 24/7, including holidays, from its location along National Road, Barangay Kayhuvokan, and is equipped to handle a range of medical needs with a capacity that has grown from 25 beds in its early years to a 75-bed facility by 1977, reflecting its expanding role in the region.

The Outpatient Department (OPD) at BGH serves as a critical component of its healthcare delivery system, providing non-emergency medical consultations, diagnostics, and treatments to patients who do not require overnight admission. The department caters to the daily healthcare needs of the province’s roughly 18,000 residents (based on recent population estimates for Batanes), many of whom live in remote areas with limited access to advanced medical care. The OPD operates within BGH’s broader mission of "WE CARE"—a framework emphasizing collective effort (WE) and values of being Client-oriented, Accountable, Reliable, and Excellent (CARE). Services likely include general medicine, preventive care, follow-up treatments, and referrals to specialized care when needed, supported by the hospital’s diagnostic and laboratory capabilities.

In summary, Batanes General Hospital, through its Outpatient Department, stands as a cornerstone of healthcare in Batanes, blending historical resilience with a forward-looking commitment to quality and accessibility. The OPD exemplifies BGH’s dedication to serving its community with competence and integrity, ensuring that even in the Philippines’ northernmost frontier, healthcare remains within reach.

Executive Summary

Insights Deep Dive

Total Unique Patients, Consultations and Growth Rates

ByteX averages $7 million in annual sales with 27,000 orders per year.
Sales surged in 2020 due to the pandemic but declined by 45% by 2022, returning to just above pre-pandemic levels as physical stores reopened.
ByteX shows seasonality, with peak sales in November and December and lower sales in February and October.
North America and EMEA contribute 80% of sales, with the U.S. alone accounting for 50%.
APAC and LATAM experienced an astounding +200% growth in 2020 but have remained volatile.

Totals

Trends

Forecast

This document outlines a detailed, streamlined end-to-end process for completing a dashboard project. It serves as a comprehensive guide for both new and experienced Business Analysts, detailing the necessary steps and sub-tasks involved in creating an effective dashboard. The goal is to ensure clarity and efficiency throughout the project lifecycle, from initial requirements gathering to final delivery and maintenance.

1. Project Initiation

1.1 Define Project Scope

Identify stakeholders and their needs.
Determine the objectives of the dashboard.
Establish the key performance indicators (KPIs) to be tracked.
Setup Data Kick-off call with SME
Establish weekly recurring sync-up meetings
Create project group chat, and other helpful applications

1.2 Gather Requirements

Conduct interviews with stakeholders.
Initiate call with Data SMEs
Distribute surveys to gather additional insights if needed.
Document functional and non-functional requirements.

1.3 Create Project Plan

Develop a timeline with milestones (Estimated Duration: 3 days).
Create Kanban board or similar project management board
Assign roles and responsibilities.
Identify resources required for the project.

2. Data Collection and Preparation

2.1 Identify Data Sources

List all potential data sources (databases, APIs, spreadsheets).
Assess data availability and quality.

2.2 Data Extraction

Extract data from identified sources.
Ensure data is up-to-date and relevant.

2.3 Data Cleaning and Transformation

Resolve Data Type Issues
1. Remove duplicates and irrelevant data.
2. Check for missing data
3. Incorrect values
4. Incorrect data type
5. Mix data types in a single column (i.e. "N/A" value in a numeric column)
6. Categorical variables misclassified (i.e. {0,1,2} for {"low", "medium", "high")
7. Numeric Data with Leading/Trailing Characters (extra space characters is the best example)
8. Precision and Overflow Issues
9. Missing Values Misrepresented ("N/A" instead of null or [1,2,"NA",4"] NA as 0 or null)
10. Boolean Misrepresentation (yes/no, 1/0, true/false as strings)
11. Date and Time Format inconsistencies. Or Dates that needs to use locale to correctly converts to date
Prepare Summary Statistic results for each column
1. For numeric columns
  1. Count and Distinct Count
  2. Mean, Median, Mode
  3. Maximum, Minimum, Range
  4. Standard Deviation, Sample Variance
  5. Standard Deviation, Standard Error
  6. Kurtosis, Skewness
2. For Date and Time
  1. Count, Distinct count
  2. Date Range in days, Days between average
  3. Earliest date, Latest date, Median date
  4. most Frequent date
  5. Weekend count
3. for String
  1. Trim, clean values
  2. Perform required word/phrase case
  3. Check for dependencies
  4. Check for IDs related to column content
  5. Spelling
  6. single cell multiple content (i.e. products ordered)
Normalize data formats (1NF, 2NF, etc. using Power Query).
1. Avoid over-normalization
Denormalize for simplified star or snowflake schema (flat dimension tables and centralized fact table).
Create calculated fields if necessary.

2.4 Exploratory Data Analysis (EDA)

Sub-steps:
- Analyze data distributions (mean, median, mode).
- Identify outliers and anomalies.
- Visualize data relationships (scatter plots, correlation matrices).
- Check for missing values and assess their impact.
Tips:
- For categorical data, look for frequency counts.
- For numerical data, assess skewness and kurtosis.

3. Dashboard Design

3.1 Wireframe Development

Sketch initial layout ideas for the dashboard.
Determine the placement of charts, tables, and filters.

3.2 Select Visualization Tools

Choose appropriate software (e.g., Tableau, Power BI, Excel).
Ensure compatibility with data sources.

3.3 Design Prototypes

Create mock-ups of the dashboard.
Gather feedback from stakeholders on design.

4. Dashboard Development

4.1 Build Dashboard

Implement the design using the chosen visualization tool.
Be sure to check client's official color scheme, logos, etc.
Connect to data sources and ensure data flows correctly.

4.2 Add Interactivity

Incorporate filters, drill-downs, and tooltips.
Ensure user-friendly navigation.
Key is user-friendliness

4.3 Test Functionality

Conduct unit testing for each component.
Validate data accuracy and performance.

Dashboard Development and Deployment Process

5. Review & Feedback

5.1 Stakeholder Review

Present the dashboard to stakeholders.
Gather feedback and suggestions for improvements.

5.2 Iteration

Make necessary adjustments based on feedback.
Conduct additional testing if required.

6. Deployment

6.1 Finalize Dashboard

Ensure all components are functioning as intended.
Prepare documentation for users.

6.2 Launch Dashboard

Deploy the dashboard to the production environment.
Notify stakeholders of the launch.

7. Training and Support

7.1 User Training

Conduct training sessions for end-users.
Provide user manuals and resources.

7.2 Ongoing Support

Establish a support channel for users.
Plan for regular updates and maintenance.

8. Evaluation and Improvement

8.1 Monitor Usage

Track dashboard usage and performance metrics.
Gather user feedback for future enhancements.

8.2 Continuous Improvement

Schedule periodic reviews to assess the dashboard's effectiveness.
Implement changes based on evolving business needs.

Checklist for Dashboard Project Process

[ ] Project Initiation (Estimated Duration: 3 days)
- [ ] Define project scope and objectives.
- [ ] Gather requirements from stakeholders.
- [ ] Create a project plan with timeline and resources.

[ ] Data Collection and Preparation (Estimated Duration: 5 days)
- [ ] Identify and assess data sources.
- [ ] Extract and clean data.
  - [ ] Normalize data formats.
  - [ ] Conduct Exploratory Data Analysis.
    - [ ] Analyze data distributions.
    - [ ] Identify outliers.
    - [ ] Visualize relationships.
    - [ ] Check for missing values.

[ ] Dashboard Design (Estimated Duration: 4 days)
- [ ] Develop wireframes for dashboard design.
- [ ] Select visualization tools.
- [ ] Create prototypes and gather feedback.

[ ] Dashboard Development (Estimated Duration: 5 days)
- [ ] Build the dashboard and ensure data connectivity.
- [ ] Add interactivity and test functionality.

[ ] Review and Feedback (Estimated Duration: 3 days)
- [ ] Present dashboard to stakeholders for review.
- [ ] Make adjustments based on feedback.

[ ] Deployment (Estimated Duration: 2 days)
- [ ] Finalize and deploy the dashboard.
- [ ] Conduct user training and provide support.

[ ] Evaluation and Improvement (Ongoing)
- [ ] Monitor usage and plan for continuous improvement.

This structured approach ensures that Business Analysts can effectively manage dashboard projects, leading to successful outcomes that meet stakeholder expectations.

Free to use but don't forget to give credit. Please contact me : xian@xedarph.com

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