business dashboards - peopleready bi summit
DESCRIPTION
This is from the Minneapolis PeopleReady BI Summit on 4/7/2009.TRANSCRIPT
Business Dashboards
Dan English
Principal Consultant – Business Intelligence Architect
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 - [email protected]