business dashboards - peopleready bi summit

Business Dashboards

Dan English

Principal Consultant – Business Intelligence Architect

DanE@magenic.com

http://denglishbi.spaces.live.com

Who am I?

Dan Englishhttp://denglishbi.spaces.live.com/

• Developing with Microsoft technologies for over

12 years

• Over 5 years experience with Data Warehousing

and Business Intelligence

• Experienced in ETL and Analysis Services

development, requirements gathering, and data

modeling

• Microsoft Certified IT Professional (MCITP) and

Microsoft Certified Technology Specialist (MCTS)

• PASSMN 2009 – Executive Board Chair

• YouTube Videos -

http://youtube.com/user/denglishbi

• MSN Videos (Soapbox) -

http://video.msn.com/video.aspx?mkt=en-

us&user=-3657354010876223112

Who is Magenic? Founded in 1995, Magenic is a technical

consulting firm focused exclusively on Microsoft technologies and has designed and delivered more than 500 Microsoft-based applications

Headquartered in Minneapolis, with offices in Chicago, Boston, Atlanta and San Francisco

2005 Microsoft Partner of the Year, Custom Development Solutions – Technical Innovation

2007 Microsoft Partner of the Year Finalist, Data Management

Microsoft Gold Certified Partner and National Systems Integrator

Over 200 consultants

Today’s Agenda

• Microsoft Business Intelligence Offering

• Dashboard Overview (and Election Demo)

• Dashboard Design and Functionality

• Dashboard Demos

• Summary and Q&A

Quick Audience Poll

• How many SQL/BI Developers? Managers? Others?

• How many are using Excel, Access, or Reporting

Services for information delivery?

• How many are currently using dashboards or portals?

• How about scorecards?

Today’s Agenda

• Microsoft Business Intelligence Offering

• Dashboard Overview (and Election Demo)

• Dashboard Design and Functionality

• Dashboard Demos

• Summary and Q&A

BUSINESS USER EXPERIENCE

Microsoft Business Intelligence Offering

Analysis Services (OLAP)

Reporting Services

Integration Services (ETL)

Data Mining

Data Warehousing

Dashboards & Scorecards

Excel Services

Web based forms & workflow

Collaboration

Enterprise Search

Enterprise Content Mgmt

LOB data integration

Self-Service access & insight

Data exploration & analysis

Predictive analysis

BUSINESS MIDDLE TIER

DATA INFRASTRUCTURE & BI PLATFORM

Today’s Agenda

• Microsoft Business Intelligence Offering

• Dashboard Overview (and Election Demo)

• Dashboard Design and Functionality

• Dashboard Demos

• Summary and Q&A

Dashboard Overview

Dashboards help you become:

• Focused

• Aligned

• Effective

Display and deliver information

in a user-friendly way.

Dashboard Overview – Election Demo

Dashboard Overview – Election Demo

Dashboard Overview

Why are dashboards important?

1.“You cannot manage what you do not measure”

- How are you doing compared to previous

performance, goals, and benchmarks?

2.“What gets watched, gets done”

- Workers will strive to perform well when they know

how they are being evaluated.

Dashboard Overview

Measure

Monitor

Manage

Leverage information

Increase corporate agility

Optimize performance

Achieve strategic objectives

Dashboard Overview - Benefits

Communicate Strategy

Refine Strategy Increase Visibility

Increase Coordination

Increase Motivation

Consistent View

Reduce Costs and Redundancy

• Get rid of data silos

• Single version of truth

Empower UsersDeliver Actionable

Information

Dashboard Overview

Business Intelligence (BI) is the foundation

upon which dashboards grow and flourish.

Focus to align people and processes with

strategic objectives and make smart, timely

decisions.

BI encompasses Data Warehousing

(DW) and data integration technologies

as well as query, reporting, and analysis

tools.

Today’s Agenda

• Microsoft Business Intelligence Offering

• Dashboard Overview (and Election Demo)

• Dashboard Design and Functionality

• Dashboard Demos

• Summary and Q&A

Dashboard Design and Functionality

Do not overwhelm your audience, just because you can do

it doesn’t mean that you should.

Keep things simple and deliver what is needed.

Dashboard Design and Functionality

When it comes to BI tools,

dashboards, and user analysis,

“one size does not fit all”

You need to know the intended

audience and purpose:

• Standard reports

• KPIs

• Scorecards

• Strategy Maps

• Query/Reporting tools

• OLAP

• Spreadsheets

• Charts/Gauges

• Data Mining

• Ad-hoc reporting/design tools

Dashboard Design and Functionality

Provide information in a systematic

and structured way. • Give them all the data they want

• Only the data they really need

• And only when they need it

Dashboard Design and Functionality

Highlight anomalies in a graphical

interface and give users option to

investigate the detail if they desire

Today’s Agenda

• Microsoft Business Intelligence Offering

• Dashboard Overview (and Election Demo)

• Dashboard Design and Functionality

• Dashboard Demos

• Summary and Q&A

Business Dashboards

Dashboard Demos

Business Dashboards - Demos

Business Dashboards - Demos

Business Dashboards - Demos

Today’s Agenda

• Microsoft Business Intelligence Offering

• Dashboard Overview (with Election Demo)

• Dashboard Design and Functionality

• Dashboard Demos

• Summary and Q&A

Business Dashboard Summary

• Become more focused and aligned

• Keep them simple, yet effective

• Know your audience and their needs

• “One size does not fit all”

• Highlight anomalies and provide analysis option

Sources

Presidential Interactive 2008 Election Map

http://www.npr.org/news/specials/election2008/2008-election-

map.html#/president?view=race08

Effectively Communicating Numbers: Selecting the Best

Means and Manner of Display

(http://download.microsoft.com/download/a/2/1/a2133c6c-b75d-

46c7-9bc5-

91493c62cfa5/Effectively_Communicating_Numbers.pdf)

Stephen Few

Perceptual Edge

November 2005

Common Pitfalls in Dashboard Design

(http://download.microsoft.com/download/1/6/e/16ef48ad-412d-

487e-887e-

3e12dec5f58d/Common_Pitfalls_in_Dashboard_Design.pdf )

Stephen Few

Perceptual Edge

February 2006

ResourcesMicrosoft BI Site

http://www.microsoft.com/bi/

PerformancePoint Home Site

http://www.microsoft.com/business/performancepoint/default.aspx

PerformancePoint Developer Portal

http://msdn.microsoft.com/en-us/office/bb660518.aspx

PerformancePoint Team Blog

http://blogs.msdn.com/performancepoint/default.aspx

Channel9 MSDN BI Screencasts

http://channel9.msdn.com/Showforum.aspx?forumid=38&tagid=277

SQL Server Best Practices

http://msdn.microsoft.com/en-us/sqlserver/bb671432.aspx

Microsoft Virtual Labs (TechNet and MSDN)

http://www.microsoft.com/events/vlabs/default.mspx

Dashboard Zone

http://www.dashboardzone.com

Magenic Blogs

http://blog.magenic.com/blogs

Contact Information – Thank You!

Contact us to find out how your business can benefit

from a complimentary strategy session with one of our

consultants and look into one of our BI quickstart

engagements.

Dan - http://denglishbi.spaces.live.com

Magenic - info@magenic.com