Cheers to the last day of dashboard week and the last day of training! Today we were given a familiar dataset. Val our coach gave us the dataset we worked with 12 weeks ago on a project, but this time we were creating a dashboard for the mobile platform. This none of us have previously done including our coach. This platform is rarely asked for, but IS possible to be asked by our clients to create. After refreshing my memory on the data the next step was to start preparing the flow in alteryx.
For this I didn't need to do anything too complex, just basic renaming and removing fields. The date field had to be manipulated a little, but that was it and on to planning the dashboard. The dashboard had to be a mobile format so this limited the interactivity and the type of charts I went with. Since it had to be a business dashboard I figured KPI cards, BANs and donuts were the way to go. The sketch turned out to be a bit rough, but the questions to be answered were there as the manager of the ER at Help Hospital. The user story was important for me to create for this dashboard, since I wanted the dashboard to follow a story of the patient.
Off I went creating the charts which didn't take long. The trickiest part was getting the dimension filter to work or at least the calculation for it to work. I didn't realize you can't use bins in calculated fields. After discussing the issue with Val, the fix was to create the bins manually using a separate calculated field on a conditional statement. Next step was putting all of the pieces together where I soon found out would be the hardest part. The mobile layout is quite difficult to work with since you have to switch back and forth between the layout and where you can edit the dashboard to see how your changes were affected. I eventually got a clean mobile formatted dashboard that really only looks legible on mobile phones. I am glad to have had this experience. Lots of lessons learned, but also glad its over because that format is no walk in the park. If you have to use this format I suggest researching how others have done it before. There's a lot of helpful content with a simple google search.