A mock-up is a very quick way to get a visual and your plan in front of the key users so everyone can agree at a high-level on how the dashboards will look and function. In reality, you could spend weeks building a data set and initial dashboard, only for key users to request something completely different. Before you begin using a dashboard tool like Tableau or Power BI, you need to build a data set, and how you build that data set will be based on what the final dashboards will look like. Why should I build a mock-up dashboard?Īfter your requirements meeting, there are probably a lot of directions you can go in to answer the high-priority questions that you gathered from the team.
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Now that you have the basic idea of what the mock-up is, let’s dive into why you should use it and how to build one. The goal is not to build a mock-up that will look exactly like the final product – just something close enough to share with end users for discussion and feedback.Ĭlick here for an example mock-up created in PowerPoint. Otherwise, PowerPoint or even a piece of paper will work just fine.
If you have graphic design skills or a graphic designer on your team, then you can use a tool like Adobe InDesign to build the mock-up. This mock-up is just an image or a visual of what the dashboard will look like. For the next step you may be tempted to jump right into Tableau, Power BI, or your dashboard tool of choice but we recommend building a mock-up of the dashboard. In our previous blog post, we described how to have a productive requirements gathering meeting, that allows you to know what stakeholders want out of the dashboards. If you have not read Part 1: Gathering Dashboard Requirements, you may want to go back and start there. This is part two of our four-part series on building great dashboards.
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