Skip to content
Connor Partington

Video Script

While working at Wazoku, I scripted, recorded, and edited video guides to help people understand how to use the Wazoku Platform. This is one example of a script I created at the time for the Wazoku Youtube channel and Academy guides videos. The Wazoku Platform is a Software-as-a-Service (SaaS) Idea Management platform that provides organizations with a structured method to capture, evaluate, prioritize, select, and implement ideas to address business problems.

Advanced Analytics Course

Module 4: Building a Dashboard

Curriculum

  • Best customer use cases
  • Clarity of purpose
  • Data points
  • How to build a dashboard

Start of script

AudioVisualDuration (secs)
Music: Branded music until the intro endsVideo: Animated branded into:

  • Wazoku branding
  • Company name
  • Course title
  • Module title
0-5
Hi, I’m [presenter_name] from Wazoku. In this video, we’ll learn how to create a dashboard on Advanced Analytics.Animated list of curriculum (displays each curriculum topic one after the other, matched to the audio.)30-40
Let’s get started with the usecase.Transition0-10
The dashboard we build today is based on the usecase of a Challenge Manager who wants to understand more about user engagement on their Challenge.Video: Show usecase on screen.15
Now that you know what it is, let’s take a look at what our ideal dashabord will look like.Transition0-10
The dashboard we create will contain the following widgets:

  • Number of Ideas
  • Number of Users
  • Number of Accepted Ideas
  • Ideas Submitted over Time
  • Ideas by Stage and Status
  • User Leaderboard
Video: Animated list of the widgets we will create, and a fullscreen view of the dashboard we’ll have at the end of this video.
With that out of the way, let’s learn how to build the dashboard.Transition0-10
The first step is to Create a new dashboard, to do this:

  1. Go to your platform home page.
  2. Select Analytics.
  3. Next to Dashboards, click the ➕ Plus and select New Dashboard.
  4. Click Choose Data Source and select the Activity Dataset.
  5. Click Title and enter a name for your dashboard.
  6. Click Create.


When you create the dashboard, it’ll initially be empty.		Video: Record screen and click through steps to create an empty dashboard.30-40
The next step is to add a widget to your dashboard to visualize your data.

  1. Under New Widget, click Select Data.
  2. Type “Idea ID” into the search and select it from the Idea Table.
  3. Click Advanced Configuration.


You should now be on the default widget creation page.

  1. Drag and drop the Idea ID field from the Rows section into the Values section.
  2. Change the chart type from Pivot to Indicator.
  3. Double-click on the field name, and rename it to “Number of Ideas”
Video: Record screen and click through steps to create the first widget.30-40
(Additional content cut for example)……
Finally, we will add a User Leaderboard. We want to retain the earlier widget filter on the Number of Users widget, so lets duplicate that widget to get this started.

  1. Change the chart type from Indicator to Pivot.
  2. Click the Trashbin to remove the Number of Users field from Values.
  3. In the Rows section, click the ➕ Plus.
  4. Type “User Link” into the search and select it from the User Table.
  5. In the Values section, click the ➕ Plus.
  6. Type “Points” into the search and select it from the Activity Table.


The User Link column generates a link for each entity in the table, so for our example, it links back to each users profile. You can use links in the Challenge, Community, Conversation, and Idea Tables.

The Total Points column sums up all the gamification points a user has scored on the filtered challenge.

To display everything in the correct order:

  1. Hover over the Points column header and click the Sort icon.
  2. Select Sort Descending.


Then to show only the top 10 users:

  1. Hover over the User Link field under Rows, and click the Filter icon.
  2. Select the Ranking tab.
  3. Click OK.
  4. Click Set a Title, and enter “User Leaderboard”
  5. Click Apply to save the widget.


A final rearrangement of the widgets and we have successfully created our first dashboard.		Video: Record screen and click through steps to duplicate a widget and add a widget for the User Leaderboard.100-110
And there you have it. You’ve now completed the Building a Dashboard module of the Advanced Analytics Course.Video: Animated video of module completion, think centered text and confetti pops.0-10
Transition0-5
Thanks for watching!Video: Animated branded outro:

  • Wazoku branding
  • Company name
  • Thank you or see you next time message.
0-5

End of script