Description

Introduction

This training covers interactive dashboard development using Panorama, including data visualization, dashboard design, report configuration, filtering, and performance optimization. Participants learn to create user-friendly dashboards that support business reporting and data-driven decisions.

Prerequisites

1. Basic understanding of data analysis and reporting.

2. Familiarity with spreadsheets, charts, and business metrics.

3. Basic knowledge of databases and data sources is recommended.

4. Previous dashboard development experience is helpful but not mandatory.

Recommended Training Duration

1. Beginner: 2 days

2. Intermediate: 3 days

3. Advanced: 4 days

4. Enterprise: 5 days, including practical implementation and project work

Training Lab Setup Specifications

1. A computer with a supported operating system and modern web browser.

2. Access to the relevant Panorama platform and training environment.

3. Sample datasets for dashboard creation and reporting exercises.

4. Required user permissions for dashboard configuration and data access.

5. Stable internet connectivity for platform access, where applicable.

6. Spreadsheet or database tools for preparing sample data.

TABLE OF CONTENTS

Module 1: Introduction to Panorama and Interactive Dashboards

1.1 Panorama Platform Overview

1.1.1 Purpose and key capabilities of Panorama

1.1.2 Role of interactive dashboards in business reporting

1.1.3 Common dashboard use cases across business functions

1.2 Dashboard Components and Architecture

1.2.1 Dashboard layouts, widgets, and visual elements

1.2.2 Data sources and reporting components

1.2.3 Understanding dashboard users and business requirements

Module 2: Data Sources and Data Preparation

2.1 Connecting Data Sources

2.1.1 Identifying supported data sources in the available environment

2.1.2 Configuring data connections and access permissions

2.1.3 Validating source data and connection status

2.2 Preparing Data for Visualization

2.2.1 Reviewing data quality and consistency

2.2.2 Organizing dimensions, measures, and categories

2.2.3 Preparing datasets for dashboard reporting

Module 3: Dashboard Design and Layout Configuration

3.1 Planning Dashboard Layouts

3.1.1 Defining dashboard objectives and key performance indicators

3.1.2 Organizing information by business priority

3.1.3 Selecting appropriate dashboard layouts

3.2 Configuring Dashboard Components

3.2.1 Adding charts, tables, and visual elements

3.2.2 Arranging dashboard widgets and sections

3.2.3 Applying consistent labels, colors, and formatting

Module 4: Creating Charts and Data Visualizations

4.1 Building Core Visualizations

4.1.1 Creating bar charts and column charts

4.1.2 Configuring line charts and trend visualizations

4.1.3 Using pie charts, tables, and comparison views

4.2 Improving Data Interpretation

4.2.1 Selecting visualizations for different data types

4.2.2 Highlighting trends, exceptions, and performance gaps

4.2.3 Applying titles, legends, labels, and formatting

Module 5: Interactive Dashboard Features

5.1 Configuring Filters and Selections

5.1.1 Adding filters for dates, categories, and business units

5.1.2 Enabling user-driven data exploration

5.1.3 Configuring filter defaults and selection behavior

5.2 Enabling Dashboard Interactions

5.2.1 Linking related visualizations where supported

5.2.2 Configuring drill-down and detail views where available

5.2.3 Testing interactions across dashboard components

Module 6: KPI Monitoring and Business Reporting

6.1 Defining and Displaying KPIs

6.1.1 Identifying business metrics and performance indicators

6.1.2 Displaying targets, actual values, and comparisons

6.1.3 Highlighting exceptions and performance trends

6.2 Building Business-Focused Dashboards

6.2.1 Designing executive summary dashboards

6.2.2 Creating operational and analytical dashboard views

6.2.3 Aligning dashboard content with reporting requirements

Module 7: Dashboard Usability, Access, and Sharing

7.1 Improving Dashboard Usability

7.1.1 Applying visual hierarchy and consistent formatting

7.1.2 Improving navigation and information accessibility

7.1.3 Reviewing dashboard readability across screen sizes

7.2 Managing Access and Distribution

7.2.1 Configuring user access and permissions where supported

7.2.2 Sharing dashboards with authorized stakeholders

7.2.3 Reviewing export and distribution options available in the platform

Module 8: Dashboard Testing and Performance Optimization

8.1 Validating Dashboard Accuracy

8.1.1 Verifying data values against source records

8.1.2 Testing filters, calculations, and interactions

8.1.3 Identifying display issues and configuration errors

8.2 Optimizing Dashboard Performance

8.2.1 Reviewing data volume and visualization complexity

8.2.2 Improving dashboard loading and response times

8.2.3 Troubleshooting common dashboard issues

Module 9: Practical Implementation and Capstone Project

9.1 Building an Interactive Business Dashboard

9.1.1 Gathering requirements and selecting KPIs

9.1.2 Connecting sample data and creating visualizations

9.1.3 Configuring filters, layouts, and dashboard interactions

9.2 Testing and Presenting the Final Dashboard

9.2.1 Validating dashboard accuracy and usability

9.2.2 Optimizing the completed dashboard

9.2.3 Presenting insights and demonstrating business value

Conclusion

Participants will learn how to plan, build, configure, and validate interactive dashboards using the available Panorama environment. The training emphasizes practical visualization techniques, KPI reporting, user interaction, and dashboard usability.

Reference