Practice — Hot · The Handover
Skills focus. The two-audience split made real, and the documentation
discipline that makes interactive reports survivable after you leave.
Ungraded, open-ended. The deliverables are one page and one document.
Scenario
Two things happen in the same week. The CFO asks for "one page I can glance at before board calls — no clicking." And you accept a new role: in a month, this report belongs to someone else. Your Explore/Detail cockpit is excellent and utterly undocumented.
Requirements
- Build the answer page ("Briefing"): derived from your cockpit but honestly its own thing — finding-statement titles carrying the course's verified stories (May over December; every region above target, West 112.7%; the trade program's identical baskets; the two-thirds concentration — choose the four you would stake a glance on), the headline cards, one Year slicer at most, no drill, no cross-page doorways. Fifteen seconds must be enough.
- Write the handover note (half a page): every interactive behavior an inheriting analyst needs — pages and their audiences, each bookmark and what it captures (Data or Display), the interaction pairs you overrode and why, the drillthrough field and its title measure, and the one thing most likely to bite them (name it honestly).
- Test the handover: follow your own note as if you had never seen the file — every claim in it checked against the actual report. The note is done when it survives its own instructions.
Reflection
- Which cockpit feature was hardest to leave OFF the Briefing page, and what did resisting it teach you about the two-audience frame?
- The handover note's "most likely to bite" item — how did you choose it, and what does your choice say about where interactivity's real risks live?