Dashboard Requirements

This document defines the requirements for an Amazon QuickSight dashboard built on top of the Athena semantic views. These requirements follow standard BI dashboard design practices.

Note: This dashboard has not been deployed. These are design requirements for the planned QuickSight implementation.


Dashboard Overview

Dashboard name: NC Credit Card Complaint Intelligence Target audience: Data analysts, compliance officers, consumer protection stakeholders Refresh cadence: Monthly (when new CFPB data is available) Data source: Athena semantic views (vw_company_summary, vw_monthly_trend, vw_response_summary, vw_subissue_detail)


Page 1: Executive Summary

Visual Type Data Source KPI
Total complaints KPI card Raw count 542
Timely response rate KPI card vw_response_summary 99.6%
Monetary relief rate KPI card vw_company_summary 31.2%
Narrative availability KPI card Computed 62.2%
Complaint volume by company Horizontal bar vw_company_summary Top 10 companies
Sub-issue distribution Donut chart vw_subissue_detail 3 sub-issues

Filters: Date range (year-month), Company (multi-select), Sub-issue (multi-select)


Page 2: Trend Analysis

Visual Type Data Source Description
Monthly complaint volume Line chart vw_monthly_trend Jan 2024 – Apr 2026
Sub-issue trend over time Stacked area vw_monthly_trend Fee vs. interest vs. rate increase
Year-over-year comparison Bar chart vw_monthly_trend 2024 vs. 2025 monthly comparison

Filters: Date range, Sub-issue


Page 3: Company Response Analysis

Visual Type Data Source Description
Response outcome distribution Donut chart vw_response_summary 4 outcome categories
Monetary relief rate by company Bar chart vw_company_summary Top 10 companies
Timely response rate by company Table vw_company_summary All companies with ≥5 complaints
In-progress complaints KPI card vw_response_summary Count of unresolved complaints

Filters: Company, Response outcome


Page 4: Sub-Issue Detail

Visual Type Data Source Description
Sub-issue by company heatmap Pivot table vw_subissue_detail Company × Sub-issue matrix
Sub-issue trend Line chart vw_subissue_detail Monthly trend per sub-issue
Narrative availability by sub-issue Bar chart vw_subissue_detail % with narratives per sub-issue

Filters: Sub-issue, Company, Date range


Implemented Alternative

Since QuickSight has not been deployed, the six PNG charts in the visuals/ directory serve as the static dashboard layer for this portfolio project. Each chart corresponds to a dashboard visual defined above and is embedded in the README and GitHub Pages site.