> For the complete documentation index, see [llms.txt](https://sfdigitalservices.gitbook.io/data-visualization-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://sfdigitalservices.gitbook.io/data-visualization-guide/more-resources/analyst-checklist.md).

# Analyst checklist

Before building a dashboard, align on your goals and audience for your publication. Consider:

* Why are you publishing this dashboard? ​What is your goal - what is the tangible change in the world you expect after publishing?​
* Who will use it?​ What will they do with the information?​ Have you engaged them to verify this is a use-case?​ Is publishing a dashboard the best way to get to your results, or would other engagement (presentations, relationship building) be better?

Confirm your use case is best suited for a public dashboard. Then proceed:

1. [Set-up](/data-visualization-guide/more-resources/using-the-power-bi-template.md#step-1-set-up)
   * Download the template
   * Import data and connect to data table (ideally a public data table on the City’s Open Data Portal)
   * Data cleaning and transformation
2. [Visualize your data](/data-visualization-guide/more-resources/using-the-power-bi-template.md#step-2-visualize-data)
   * Build within the template: Replace values in charts and tables. Update titles.
   * You can also add a new tab: Re-size to 700 width. Then add visuals.
   * Turn off all interactions.
3. [Accessibility updates](/data-visualization-guide/more-resources/using-the-power-bi-template.md#step-3-accessibility-updates)
   * Update all alt-text
   * Confirm tab order
4. [Build a mobile view](/data-visualization-guide/more-resources/using-the-power-bi-template.md#step-4-mobile-view)
   * Duplicate tab
   * Resize visuals and re-size page
   * Order visuals in tab order, confirm filters appear before the visuals that they filter
5. [Clean up and check work](/data-visualization-guide/more-resources/using-the-power-bi-template.md#step-5-clean-up-and-check-your-work)
   * Remove spacers, delete all mock data tables, apply changes, and verify nothing is broken.
   * Delete all other tabs. Name the final two "desktop” and “mobile”
   * Complete developer checklist
   * Verify alt text and tab order is correct
6. [Publish to Power BI Online, then publish to web](/data-visualization-guide/more-resources/publishing-and-embedding-dashboards-to-sf.gov.md)
   * If you do not have the publish to web permissions, read [DataSF's Power BI Publish to Web Tip Sheet](https://docs.google.com/document/d/1XiyC4dCkMcjI74VToNtTLcCyc8FOtAcw_EfG7Df6nPc/edit) and then contact your IT and supervisor for permissions.