"𝗾𝘂𝗶𝗰𝗸 𝗮𝗻𝗱 𝗱𝗶𝗿𝘁𝘆" 𝗼𝗿 "𝗳𝗮𝘀𝘁 𝗮𝗻𝗱 𝗳𝘂𝗿𝗶𝗼𝘂𝘀"? 𝗡𝗼 𝗧𝗵𝗮𝗻𝗸𝘀. 𝗜 𝘀𝘁𝗮𝗻𝗱𝗮𝗿𝗱𝗶𝘇𝗲! Optimizing the generation of periodic reports means standardizing. The new and increasingly powerful data analysis tools and the "democratization" of the process itself shift the focus on the "analytical" aspect of the tool, often leaving out the "reporting" functions: the tool is often used to perform "quick analysis" and dirty "(which at times seem more "fast and furious") neglecting the production and sharing of "institutional" reports that periodically show updated information of interest. But, if you need to create reports to be updated periodically, you will necessarily have to address the issue of the standardization of the process. Using these 10 steps in the design, in addition to standardizing the production process, the user-side data interpretation process is also facilitated and optimized as, over time, they become familiar with the data they receive periodically. # # # #dataviz ####

1. 10 STEPS TO BUILD A
PERIODIC SUMMARY
STATISTICAL REPORT
BY PIER GIUSEPPE DE MEO
#1
Identify the information and create statistical analysis, KPIs and visualizations to be
included in the Report (eg Resident population, number of residents, annual increase, pie chart
for registration type in the registry, etc.).
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Series 4
Data Visualization
"The production of periodic summary statistical reports must necessarily go
through the standardization of the report structure itself"
#2
Define the macro-structure of the Report based on the objectives and distribution type
(organization internal / external report) (eg Cover + Body + References / Contacts for a report to
be distributed outside the company).
#3
Define the layout of the "First page": corporate cover, introductory text, infographics, etc. always
associated with information related to producer and possible users (eg. Author, Date of publication,
Period of reference, etc.).
#4
Define the layout of the "Last Page": presentation and contacts of the author, summary of data sources,
methods of collecting and building indicators, operating instructions for interpreting data, etc. (eg for
an internal report the author's contacts are superfluous while the operating instructions are useful).
#5
Define the layout of the "Body" of the Report: the Report can consist of one or more pages and it is
important that the layout defined is used in all of them; pages that will not have the same layout can be
used to highlight relevant information.
#6
Layout of the "Body" - Upper area - Upper left corner: it is the point that is usually the first to be
viewed. It is advisable to enter information that you want to highlight (e.g. title of the report, period of
competence, company logo, etc. - it depends on the context, who is the user, etc.).
#7
Layout of the "Body" - Upper area - Upper right corner: it is the other fundamental point in which to
insert measures and numerical indicators that summarize the analysis presented in the central area of
the report (eg total annual value that anticipates the display of the monthly value in the year).
#9
Layout of the "Body" - Header and footer area: they are optional (but at least one of the two should be
inserted) and can be well separated from the central / upper part with lines / colors or inserted in
continuity with them; they are useful for reporting generic information of the report or specific of the
page (eg author, source, etc. or page name, measures analyzed on the page, etc.).
#10
Text format and colors: it is a good idea to use a single font per Area (and keep it consistent throughout
the report); also for colors, you should maintain consistency in the different sections that perform
similar analyzes on different measures or always keep the same color for a certain measure (in general,
it is good not to use too many different colors in the same report).
#8
Layout of the "Body" - Central area: it can be structured in one or more columns (I recommend not more
than two) and separated with colors / lines from the upper area; it must contain the charts, tables and
text related to the identified (eg single column with pie chart, followed by a pivot table and a short
descriptive text).