business intelligence dashboard best practice webinar (2013)
DESCRIPTION
TRANSCRIPT
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Dashboard BestPractice Webinar
Getting the most out of yourstrategic BI technology
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Who you will be chatting to the the next 45mins
Senior Consultant, Ivan Seow
Consultant, Cameron Deed
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DashboardsWhat are they all about?
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2 Types of BIThere are two types of Business Intelligence
1. Analysis for and by the individual
versus
2. Productionised mass distribution of pre-defined analysis
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Yellowfin 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?Helping people to do their jobs
Easier than opening a dozen reports
Summarized view of the user's "world"
A simpler way to consume data
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Today's session
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Starting OutDashboard design and planning
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Best Practice #1Design the dashboard for a specific purpose
Operational vs Analytical
Focus on a single subject area per tab
Can the user act on the data?
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Best Practice #2Ensure high data consistency and quality
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Best Practice #3Plan well & make it relevant
Know your audience
Tailor each dashboard for a specific groupDifferent needsDifferent data
Display metrics that are of value for different departments/teams
How would we start this design process?
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What & Where?
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Best Practice #4Display important metrics through KPI dashboards
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UsageUser interaction and analysis
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Best Practice #5Start with the big picture in mind
The dashboard has a clear purpose
Contains high level summaries
Avoids information cramming
Can the dashboard answer the core what and why questions?
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No massive reports on the tabKeep it short & sharp
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Summary to Detailed
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Best Practice #6Dashboards should (must) be interactive
Drill Down
Drill Through
Drill Anywhere
Analytical Filters
Time Sliders
Series Selection
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Best Practice #7Less is More - Keep it Simple
Display less reports per tab
Clarity and Readability
At-a-glance insight
Performance - must be fast!
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FormattingHelp the user to help themselves
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Best Practice #8Draw the users attention the right way
Key points and areas stand out
Use colors appropriately and consistently
Users can generate conclusions fast
Quickly see areas of concern/potential
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Best Practice #9Complementary Layout & Placement
Natural alignment and flow
Ease of understanding
Logical orderingFiltersReports
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Best Practice #10Position & Size to Reflect Importance
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More Important, More SpaceSize to Reflect Importance
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Best Practice #11Communication is the Objective
Make data the center of attention
Features should never detract or distract
Strong connection between visuals and data
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Insight? What Insight?
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Best Practice #12Plan for Mobile & Device Independence
How will it look and feel on a tablet?
How will the information be consumed?
Plan for small screen real estate
Easy to understand reports
Create and publish once
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Questions
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More Information
@YellowfinBI
Yellowfin LinkedIn User Group
Yellowfin www.yellowfinbi.com
Feedback and Questions [email protected]
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