notation rules applied to business intelligence systems

69
NOTATION RULES APPLIED TO BUSINESS INTELLIGENCE SYSTEMS We think that even leading BI tools could improve their user interface if they would apply our SUCCESS rules and the visualization concept of hi-notation see www.success.hichert.com and www.hi-notation.hichert.com. Here I try to apply the concept to a screenshot of QlikView. Regards Rolf Hichert [email protected] [email protected] www.hichert.com © 2011 HICHERT+PARTNER AG Practical Example: Qlikview from Qliktech

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NOTATION RULES APPLIED TO

BUSINESS INTELLIGENCE SYSTEMS

We think that even leading BI tools could improve their user interface if they would

apply our SUCCESS rules and the visualization concept of hi-notation –

see www.success.hichert.com and www.hi-notation.hichert.com.

Here I try to apply the concept to a screenshot of QlikView.

Regards

Rolf Hichert

[email protected]

[email protected] www.hichert.com © 2011 HICHERT+PARTNER AG

Practical Example: Qlikview from Qliktech

Important

If your browser does not allow to view this pdf file in full screen mode you must save the file on your computer first.

After opening the file you turn on full screen mode by clicking Ctrl+L (Windows) or Ctrl+Cmd+F (Mac).

Full screen mode is important to see and understand the many small steps in this presentation.

Wichtig

Wenn Ihr Browser diese pdf-Datei nicht imVollbild-Modus anzeigen kann, so müssen Siesie zunächst auf Ihrem Computer speichern.

Nach dem Öffnen der Datei können Sie den Vollbild-Modus mit Ctrl+L (Windows) oderCtrl+Cmd+F (Mac) starten.

Der Vollbild-Modus ist wichtig, um die vielenkleinen Schritte in dieser Präsentation zuerkennen.

Source: Qliktech

Source: Qliktech

This is the original screenshot

What are the units?

Source: Qliktech

What are the units?

What is the measure?

Source: Qliktech

What are the units?

What is the measure?

What is the measure?

Source: Qliktech

Time direction always from left to right

Source: Qliktech

Time direction always from left to right

Source: Qliktech

Avoid redundant titles

Source: Qliktech

Avoid redundant titles

Source: Qliktech

Avoid gradient effect

Source: Qliktech

Avoid gradient effect

Avoid colors without meaning

Source: Qliktech

Avoid gradient effect

Avoid colors without meaning

Source: Qliktech

0

Use three digits only

Source: Qliktech

0

Use three digits only

Source: Qliktech

0

Use uniform concept for category axes

Source: Qliktech

Use uniform concept for category axes 0

Source: Qliktech

„Years“ or „months“ is self-evident

0

Source: Qliktech

0

Source: Qliktech

0

Use standard title concept

Source: Qliktech

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

Use standard title concept

0

Source: Qliktech

Avoid value axes; rather integrate values

Avoid value axes; rather integrate values

0

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

Source: Qliktech

18,7%

69

21,5%

18,6%

351

593

662

13

76

127 123

Avoid value axes; rather integrate values

Avoid value axes; rather integrate values

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT 21,6%

Source: Qliktech

18,7%

69

21,5%

18,6%

351

593

662

13

76

127 123

Better: Show gross profit as part of sales

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT 21,6%

Source: Qliktech

18,7%

69

21,5%

18,6%

351

593

662

13

76

127 123

Better: Show gross profit as part of sales

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT 21,6%

Source: Qliktech

18,7%

69

21,5%

18,6%

351

593

662

13

76

127 123

Integrate legends

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT 21,6%

Source: Qliktech

18,7%

69

21,5%

18,6%

351

593

662

13

76

127 123

Sales

Gross margin

Gross profit

Integrate legends

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT 21,6%

Source: Qliktech

18,7%

69

21,5%

18,6%

351

593

662

13

76

127 123

Sales

Gross margin

Gross profit

Avoid grid lines

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT 21,6%

Source: Qliktech

18,7%

69

21,5%

18,6%

351

593

662

13

76

127 123

Sales

Gross margin

Gross profit

Reduce noise: click away buttons

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT 21,6%

Source: Qliktech

18,7%

69

21,5%

18,6%

351

593

662

13

76

2006 2007 2008 2009

127 123

Sales

Gross margin

Gross profit

Reduce noise: click away buttons

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT 21,6%

© Rolf Hichert

18,7%

69

21,5%

18,6%

351

593

662

13

76

2006 2007 2008 2009

127 123

Sales

Gross margin

Gross profit

Use smaller scale (optional)

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT 21,6%

© Rolf Hichert

18,7%

69

21,6% 21,5%

18,6%

351

593

662

13

76

127 123

2006 2007 2008 2009

Sales

Gross margin

Gross profit

© Rolf Hichert

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

Use smaller scale (optional)

18,7%

69

21,6% 21,5%

18,6%

351

593

662

13

76

127 123

2006 2007 2008 2009

Sales

Gross margin

Gross profit

© Rolf Hichert

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

Use standard title position

18,7%

69

21,6% 21,5%

18,6%

351

593

662

13

76

127 123

2006 2007 2008 2009

Sales

Gross margin

Gross profit

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

© Rolf Hichert

Use standard title position

18,7%

69

21,6% 21,5%

18,6%

351

593

662

13

76

127 123

2006 2007 2008 2009

Sales

Gross margin

Gross profit

Use standard font size

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

© Rolf Hichert

18,7%

69

21,6% 21,5%

18,6%

593

662

13

76

127 123

2006 2007 2008 2009

351

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

Sales

Gross margin

Gross profit

Use standard font size

© Rolf Hichert

18,7%

69

21,6% 21,5%

18,6%

593

662

13

76

127 123

2006 2007 2008 2009

351

Sales

Gross margin

Gross profit

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

© Rolf Hichert

18,7%

69

21,6% 21,5%

18,6%

593

662

13

76

127 123

2006 2007 2008 2009

351

Sales

Gross margin

Gross profit

Use axis grid size for years

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

© Rolf Hichert

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

18,7%

21,6%

13

69

2006

351

76

2007

127

2008

662

123

2009

21,5%

18,6%

Sales

Gross margin

Gross profit

Use axis grid size for years

593

© Rolf Hichert

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

18,7%

21,6%

13

69

2006

351

76

2007

127

2008

662

123

2009

21,5%

18,6%

Sales

Gross margin

Gross profit

593

Use different notation for percent values

© Rolf Hichert

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

18,7

21,6

13

69

2006

351

76

2007

127

2008

662

123

2009

21,5

18,6

Sales

Gross margin (%)

Gross profit

593

Use different notation for percent values

© Rolf Hichert

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

18,7

21,6

13

69

2006

351

76

2007

127

2008

662

123

2009

21,5

18,6

Sales

Gross margin (%)

Gross profit

593

Compare to original layout

© Rolf Hichert

Compare to original layout

Source: Qliktech

Increase information density

Source: Qliktech

Increase information density

Source: Qliktech

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

13

69

2006

351

76

2007

593

127

2008

662

123

2009

18,6

Sales

Gross margin (%)

Gross profit

18,7

21,6 21,5

Increase information density

© Rolf Hichert

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2009 ACT

13

69

2006

351

76

2007

593

127

2008

662

123

2009

18,6

Sales

Gross margin (%)

Gross profit

18,7

21,6 21,5

Increase information density

© Rolf Hichert

18,7

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Sales

Gross margin (%)

Gross profit

668

707

178

212 185 186

623 28,6

32,7

27,7 26,3

PL ACT

Increase information density

© Rolf Hichert

18,7

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Sales

Gross margin (%)

Gross profit

668

707

178

212 185 186

623 28,6

32,7

27,7 26,3

PL ACT

Use axis notation (Alternative A)

© Rolf Hichert

18,7

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Sales

Gross margin (%)

Gross profit

668

707

178

212 185 186

623 28,6

32,7

27,7 26,3

PL ACT

© Rolf Hichert

Use axis notation (Alternative A)

18,7

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Sales

Gross margin (%)

Gross profit

668

707

178

212 185 186

623 28,6

32,7

27,7 26,3

PL ACT

Use column notation instead (Alternative B)

© Rolf Hichert

623

18,7

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Sales

Gross margin (%)

Gross profit

668

707

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

© Rolf Hichert

Use column notation instead (Alternative B)

623

18,7

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Sales

Gross margin (%)

Gross profit

668

707

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

© Rolf Hichert

Use standard concept for presentation exhibits

623

18,7

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Sales

Gross margin (%)

Gross profit

668

707

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

© Rolf Hichert

Use standard concept for presentation exhibits

623

18,7

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Gross margin (%)

Gross profit

668

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

Sales 707

© Rolf Hichert

Use standard concept for presentation exhibits

623

18,7

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Gross margin (%)

Gross profit

668

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

Sales 707

© Rolf Hichert

Add message

623

18,7

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Gross margin (%)

Gross profit

668

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

Sales 707

Compared to 2009 gross margin

will increase by 7,7pp (from 18,6% to 26,3%) Add message

© Rolf Hichert

623

18,7

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Gross margin (%)

Gross profit

668

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

Sales 707

Compared to 2009 gross margin

will increase by 7,7pp (from 18,6% to 26,3%)

© Rolf Hichert

Highlight message

623

18,7

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Gross margin (%)

Gross profit

668

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

+7.7pp

Sales 707

Highlight message

Compared to 2009 gross margin

will increase by 7,7pp (from 18,6% to 26,3%)

© Rolf Hichert

623

18,7

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Gross margin (%)

Gross profit

668

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

+7.7pp

Sales 707

Compared to 2009 gross margin

will increase by 7,7pp (from 18,6% to 26,3%)

© Rolf Hichert

623

18,7

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Gross margin (%)

Gross profit

668

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

Sales 707

© Rolf Hichert

Compared to 2009 gross margin

will increase by 7,7pp (from 18,6% to 26,3%)

Change message

623

18,7

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Gross margin (%)

Gross profit

668

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

Sales 707

Compared to 2011 gross margin

will decrease by 6,4pp (from 32,7% to 26,3%)

© Rolf Hichert

Change message

623

18,7

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Gross margin (%)

Gross profit

668

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

Sales 707

Compared to 2011 gross margin

will decrease by 6,4pp (from 32,7% to 26,3%)

© Rolf Hichert

Highlight message

623

18,7

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Gross margin (%)

Gross profit

668

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

Sales 707

-6,4pp

Compared to 2011 gross margin

will decrease by 6,4pp (from 32,7% to 26,3%)

© Rolf Hichert

Highlight message

623

18,7

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Gross margin (%)

Gross profit

668

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

Sales 707

-6,4pp

Compared to 2011 gross margin

will decrease by 6,4pp (from 32,7% to 26,3%)

© Rolf Hichert

623

18,7

21,6

13

69

2006

351

76

2007

593

127

2008

662

123

2009

21,5

18,6

649

2010 2011 2012 2013

Gross margin (%)

Gross profit

668

178

212 185 186

28,6

32,7

27,7 26,3

PL ACT

Alpha Group

Sales, gross profit in mEUR

Gross margin in %

2006..2013

Sales 707

-6,4pp

Compared to 2011 gross margin

will decrease by 6,4pp (from 32,7% to 26,3%)

© Rolf Hichert

Compare to original layout

Compare to original layout

Source: Qliktech

If you want to see more visit us at www.hichert.com –

or directly at www.vorher-nachher.hichert.com

Regards

Rolf Hichert

[email protected]

[email protected]

www.hichert.com

© 2011 HICHERT+PARTNER AG