Building the report - Stage 2: Design

In the design stage, you identify and define the key metrics needed to perform the analysis. You choose the right visualization types to present the data effectively. Then, you design the layout of the report and determine key interactive elements that may be needed. The idea is not to flush out every single detail in this phase; instead, it is to create the overall narrative and identify key elements, making sure the high-level design meets the needs of target users. It also often happens that some of the design decisions made in this stage may have to be modified or adapted during development, to improve their overall effectiveness and visual appeal. The extent of changes usually depends on both the level of thoroughness of the design process, as well as unforeseen technical challenges that arise during development. It is in this phase that you may also look at the data more closely and identify any data preparation and cleansing needs.

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