A business analyst is asked to deliver a monthly performance summary to the head of the marketing department. Before opening any BI tool or choosing visualization styles, which preliminary action must the analyst confirm to ensure the resulting report meets expectations?
List all possible data sources without considering relevance
Determine the primary data content, time frame, and who will receive the report
Choose the best formatting template for consistent presentation
Identify secondary metrics to include for additional context
The analyst should first clarify the primary parameters-what data will be included, the exact time frame covered, and who will receive the report. Confirming these elements ties the analysis to the business question, sets the scope for data extraction, and ensures the report is delivered to the correct stakeholder. Formatting details or secondary metrics can be refined later, but they are meaningless if the core content, period, and audience are wrong.
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Why is it important to identify the recipient of a report before creating it?