Hi all,

The second project in our dashboard week is about “Financial Management Information System (FMIS),” which is pretty tough for me because I had no concept what it is all about. And this is something our data schoolers run into on every client project: you have to conduct a lot of research on the data to truly understand them. I spent a lot of time doing research and, in the end, I didn’t do a good job with time management; in other words, I didn’t give myself enough time to extract many useful insights.


So, for myself and anyone else working on a project, time management is critical, and you may consider what you can accomplish in a given amount of time. Personally, I recommended after understanding the data fields, firstly, put them in Tableau(or any data visualization software) , then try to drill down the insights to get some ideas of specific stories. Then, we can try to find additional dataset or anything to support our story and evidence for the assumption.


Anyway, even though it was a bit late, in the end, I managed to drill down my story to Africa and find out some interesting insights and my dashboard topic is “how can we improve Africa’s bank performance”.


Data wrangling

First, I conducted some data manipulation in Alteryx; the data was all sorted in Excel and not too disorganised. Basically, I was attempting to match certain labels that had been decoded as integer fields. To support my story, I also found some data from African countries and cleaned it up.



The intro of the dashboard is displayed as below, the designing idea came from one of the Lindsay Betzendahl’s dashboards. I am always a fan of user experience design so I just used this opportunity to do something different.


The dashboard can be divided into three different parts:

  • Africa in data
    • TheĀ  African countries’ data insight to allow users get a basic idea of African counties and it would also help to gain more insights later on.
  • Overview
    • The second portion explains why I chose Africa as my focus; this section does not have much contents and I do need to improve it a lot. I could have done more if I had more time; basically, it demonstrates that while Africa has the most projects, overall bank performance satisfaction is not that high.
  • Why and How
    • Following the review, we must consider why this is happening and what we can do to improve Africa’s banking performance. In this section, I contrasted individuals who have high satisfaction with those who have low satisfaction, and I used a variety of measures to investigate the reasons, such as the various types of loan instruments, the ICT platform, the planning time period, and the budget and costs. Based on present data, we may only be able to conclude that the type of technical assistance loan is extremely likely to result in low satisfaction, which is most likely due to a lack of technical help from either the World Bank or African countries. Or perhaps the design process is difficult to grasp. This may also explain why African countries’ education indicator levels are lower than those in other areas.


And that’s it for my second dashboard week challenge, hopefully You would learn something new as I always do in the data school and avoid the mistakes I have made.


Feel free to leave any comments or feedbacks below.





Rey Li
Author: Rey Li