Sherlock Builder: Dashboard Training

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Project Overview

This training course demonstrates how I designed a technical learning experience to help analytics practitioners and audit professionals build interactive dashboards using Sherlock Builder, a cloud-based analytics platform built on AWS QuickSight and integrated with Caseware Working Papers.

The course walks learners through the full workflow of transforming engagement data into visual insights. Learners create analyses, build charts and KPIs, configure filters and parameters, develop calculated fields, and publish dashboards for organizational reporting.

The training emphasizes practical application through guided product walkthroughs and demonstrations of real analytics workflows. By the end of the course, learners understand how to transform engagement data into dashboards that support firm-wide analytics and decision-making.

Audience

  • Audit professionals
  • Business analysts
  • Data analytics practitioners
  • Internal firm users responsible for building and publishing analytics dashboards in Sherlock

my role

Instructional Designer and Technical Curriculum Developer

  • Designed the end-to-end curriculum and learning experience
  • Developed the instructional flow and learning objectives
  • Wrote narration scripts and storyboarded video demonstrations
  • Produced guided walkthrough videos demonstrating real platform workflows
  • Designed knowledge checks and a graded assessment aligned with CPE standards
  • Packaged the course as a SCORM module and prepared LMS metadata for deployment in LearnUpon.

tools

  • Articulate Rise 360
  • Camtasia (video walkthrough production)
  • Caseware Sherlock Builder
  • LearnUpon LMS

deliverable

Self-paced technical training course delivered through an LMS.

The course includes structured video modules that demonstrate how to:

  • Navigate the Sherlock Builder interface
  • Create analyses from datasets
  • Build visualizations such as charts, KPIs, and tables
  • Apply filters and parameters to control analytics views
  • Create calculated fields for deeper insights
  • Format and refine visuals for clarity
  • Publish analyses to dashboards for stakeholder consumption

The course also includes integrated knowledge checks and a graded assessment and is eligible for 3 CPE credits.

Explore the learning asset

This course demonstrates how complex software workflows can be translated into clear, step-by-step learning experiences.

The modules combine product walkthroughs with applied analytics scenarios so learners can immediately apply the skills within their own engagements.

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