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Cover of Before You Build a Dashboard

Actual e-book cover. All business examples inside are fictional.

Data quality · practical e-book

Before You Build a Dashboard

Make the numbers easier to trust before you build the report. Learn how to inspect spreadsheets, resolve data issues with evidence and reconcile a result you can explain. Written for business owners, administrators and managers.

37-page PDFSeven chaptersEnglishVersion 1.0
Read the four-page sample

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Made for practical workGuides and resources for practical work.

Inside the e-book

A clearer foundation
for every report.

Follow seven chapters from the business question to a repeatable review routine. No coding or dashboard software is required to read the book.

  1. 01

    Start with the business question

    Define the decision, population, period and sources before changing a file.

  2. 02

    Recognise spreadsheet problems

    Inspect row structure, required fields and the issues that could change your report.

  3. 03

    Handle duplicates, gaps and labels

    Use evidence to resolve repeated records, missing values and inconsistent categories.

  4. 04

    Check dates, amounts and totals

    Keep periods and units clear, test calculations and reconcile source to result.

  5. 05

    Define metrics that mean the same thing

    Document measures, compare like with like and avoid multiplying records when joining tables.

  6. 06

    Follow a complete worked example

    Trace a fictional order register from the original extract to a reviewed reporting subset.

  7. 07

    Build a repeatable reporting routine

    Assign owners, handle exceptions and use a pre-dashboard release checklist.

Look inside before you buy

Real pages from the e-book.

Open sample PDF
Before You Build a Dashboard e-book cover
The cover · version 1.0
Worked example showing four verified completed orders totalling ZAR 3,600
Inside the book · fictional worked example

What you will practise

  • Deciding what each row represents and how it should be identified.
  • Handling duplicates, missing values, inconsistent labels and ambiguous dates.
  • Reconciling a fictional order register from ZAR 6,750 to ZAR 3,600 in verified completed orders.
  • Documenting definitions, exceptions, review decisions and a reporting routine.

Before you buy

Format & requirements
One standalone, searchable 37-page PDF with bookmarks. Read it in a PDF reader; use your own spreadsheet application if you want to practise the examples.
Included material
Seven chapters, original teaching tables, a fictional worked example, exercises with answers, a glossary, references and checklists inside the PDF.
Scope
General operational guidance. No workbook, software licence, live connection, consulting time or automated cleaning tool is included. The book does not provide an audit opinion or accounting, tax or legal advice.
Use & licence
For the purchasing individual: keep a personal copy, print a personal working copy and apply the methods at work. The book may not be resold or publicly redistributed. Contact us about team or classroom copies.
International use
English-language guidance with a fictional ZAR order-value example. Apply the definitions and units appropriate to your own reporting task.

Purchase & download questions

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Is this a subscription?

This is a one-time digital purchase with no recurring product subscription.

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