Morningstar Data Analyst Mock Interview
Practice 40 Morningstar Data Analyst interview questions covering financial data, SQL proficiency, and investment research fundamentals.
Question 24 of 40
Describe your experience creating dashboards. If you have experience, what tools have you used to create them?
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Helen Lee is a freelance data analyst and writer. She has over 15 years of marketing experience working for companies and clients in financial services, quick-service restaurants (QSR), consumer packaged goods (CPG), and education technology.
Dashboards are snapshots of Key Performance Indicators (KPIs) and metrics. Morningstar managers and their teams use them to track a particular business objective or goal. With the input of others, data analysts are often asked to build and update dashboards. Several tools can be used to build dashboards, including Tableau, Power BI, and Excel. In addition to these well-known tools, many free tools are available online.
Helen Lee is a freelance data analyst and writer. She has over 15 years of marketing experience working for companies and clients in financial services, quick-service restaurants (QSR), consumer packaged goods (CPG), and education technology.
"I have experience creating dashboards that included Marketing metrics. The metrics included brand awareness, customer satisfaction, and sales by quarter. I used pie charts, bar and line graphs, and tables to present the data in the dashboard. I have created dashboards using both Power BI and Excel."
William Swansen has worked in the employment assistance realm since 2007. He is an author, job search strategist, and career advisor who helps individuals worldwide and in various professions to find their ideal careers.
If you do not have experience building dashboards, discuss how your data visualization skills can help you in this area. Do not describe your experience in too much detail, but include the purpose of the dashboard, the types of data visualizations you used, and a few metrics you included. If the Morningstar interviewer would like more detail, they will ask additional questions.
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