yellowfin bi dashboard best practices

Dashboards Best Practice

| Last Year

Yellowfin CEO, Glen Rabie

Senior Technical Consultant, Ivan Seow

Your presenters

Point•Dot 1

•Dot 2

Yellowfin focuses on the latter

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2 Types of BI

There is 2 types of Business Intelligence.

1.Analysis for and by the individual; versus

2.Productionised mass distribution of pre-defined analysis

Point•Dot 1

•Dot 2

Yellowfin focuses on the latter

BI for the BI Consumer•Yellowfin is not just an Analyst tool

•Yellowfin is for the BI consumer

•A focus on what business users want and need

•Trying to figure out how data actually gets used in organizations

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Why Dashboards?

Help people to do their jobs1.Easier than opening a dozen reports

2.Summarized view of the users ‘world’

3.A simpler way to consume data

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Todays Session

Starting OutDashboard design and planning

Best Practice #1

Design the dashboard tab for a specific

purpose

| Functional Delivery

1. Operational vs Analytical

2. Focus on a single subject area per tab

3. So What? Can the user act on the data?

How will the dashboard be used?

| Smart Phone ConversionWithout focus…

Best Practice #2

Ensure data high consistency & quality

| Functional DeliveryData Quality Matters

Best Practice #3

Plan well & make it relevant

| Functional DeliveryWho is the dashboard for?

| Smart Phone ConversionWhat and Where?

Best Practice #4

Display important metrics through KPI

dashboards

| Smart Phone ConversionKPI Metrics

UsageUser interaction and analysis

Best Practice #5

Start with the big picture

| Smart Phone ConversionNo to massive reports on the tab

| Smart Phone ConversionSummary to Detailed

Best Practice #6

Dashboards should be interactive

• Drill Down

• Drill Through

• Drill Anywhere

• Analytic Filters

• Time Sliders

• Series Selection

Users want to engage with their data

Best Practice #7

Less is more keep it simple

Making it easy to consume

1. Display less reports per tab

2. Clarity & Readability

3. At-a-glance-insight

4. Performance – must be fast!

FormattingHelp the user to help themselves

Best Practice #8

Draw the users attention to what is important

Use color to highlight extremes

Best Practice #9

Select layout to assist information flow

Natural alignment, with logical order of charts for context and ease of understanding

Complementary placement

Best Practice #10

Position & size content to reflect relative

importance

Top Left – Critical Content

Users usually scan left to right, top to bottom (yellow area first, then blue area)

More Important, More Space

Best Practice #11

Pretty is not the objective,

communication is!

Insight? What Insight?

Best Practice #12

Plan for Mobile BI & Device Independence

Best Practice #12

ConclusionQuestions

| Last Year

@YellowfinBI

More Information

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