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Welcome back to Dashboard Week! On the second day of this data visualization challenge, we’re exploring the Australian Prudential Regulation Authority (APRA) Superannuation Fund. If you’re not familiar with superannuation, it’s a retirement savings scheme that all employers in Australia are required to contribute to on behalf of their employees. APRA is the regulatory body that oversees and supervises the superannuation industry in Australia, ensuring that funds are managed in the best interests of members and that trustees comply with their legal obligations. In this post, we’ll dive into the data provided by APRA and use visualizations to uncover insights about the performance and composition of superannuation funds in Australia. Let’s get started!

### The Challenge and Problem Statement

Based on the lessons of Day 1, I began crafting my narrative before delving into the data. This approach offered the advantage of saving time by focusing on the necessary data for my analysis. Thus, my story revolves around the question of which funds to select to outperform ordinary funds if I have information about my starting salary, initial super balance, and yearly contributions.

### Data Understanding and Data Cleaning

While examining Table 3a, I came across a field labeled ‘one year rate of return.‘ To obtain the annual rate of return for each fund over the past decade, I decided to pivot the table. This allowed me to compute the ‘Today’s Balance of Selected Funds’ by using the selected funds’ performance for the last ten years along with my starting salary, initial balance, and yearly contribution percentage.

Additionally, I determined to calculate a benchmark to demonstrate what today’s balance would be if I were in the same situation but opted for an ordinary fund instead. To accomplish this, I needed to get the fund type to identify the fund type and calculate the avg return for the particular fund type.

Additionally, I cleaned the ‘one year rate of return.‘ and the RSE Member base just in case I need to use them (turns out not) and the get Regulatory Classification(public/non-public).

My Alteryx Workflow:

### Dashboarding and Interactivity

my final dashboard has three sections:

• KPIs:Today’s Balance, Benchmark, and the Net Benefits
• Customizable Fund Type, Starting Balance, Starting Salary, and Yearly Contributions
• Funds Ranking by Net Benefits or Today’s Balance

### Tips I’ve learnt

I can understand how you found the layout challenging, particularly when working with containers in the final stages of your dashboard. Mixing up horizontal and vertical containers can be confusing. A useful tip that could help is to sketch out your design before starting to create your dashboard. This way, you can have a clear idea of how your charts will fit into your layout and avoid errors when dragging them into the containers. By having a plan in place, you can also save time and achieve a more organized and polished result.