WHAT IS A DASHBOARD A digital dashboard also

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WHAT IS A DASHBOARD? "A digital dashboard, also known as an enterprise dashboard or

WHAT IS A DASHBOARD? "A digital dashboard, also known as an enterprise dashboard or executive dashboard, is a business management tool used to visually ascertain the status (or "health") of a business enterprise via key business indicators. Digital dashboards use visual, at-a-glance displays of data pulled from disparate business systems to provide warnings, action notices, next steps, and summaries of business conditions. " Source: Wikipedia 2

NEED FOR A DASHBOARD • In today’s world where people are inundated with more

NEED FOR A DASHBOARD • In today’s world where people are inundated with more data than they can process, dashboard design plays a very important role as it is the channel through which information flows to the decision-maker • Top level executives do not have the time to wade through voluminous sets of reports • Easy access to actionable information 3

TYPES OF DASHBOARD • Dashboards used for strategic purposes • Analytic dashboard • Operational

TYPES OF DASHBOARD • Dashboards used for strategic purposes • Analytic dashboard • Operational dashboard 4

KEY FEATURES OF A DASHBOARD • Clarity • Balance • Appropriateness 5

KEY FEATURES OF A DASHBOARD • Clarity • Balance • Appropriateness 5

BEST PRACTICES (AESTHETICS) • Layout and Clarity – 3 and 10 seconds rule •

BEST PRACTICES (AESTHETICS) • Layout and Clarity – 3 and 10 seconds rule • Use date windows so that end-users can change the date to see different report. • Band / highlight selected dates to so that users know what they are looking. • Use effective colors • Use basic charts • Be smart with data labels • Let your users customize the dashboard • Highlight important information • Show metrics by dimension • A good dashboard tells what is important and what is not 6

BEST PRACTICES (KPI) • Customizable KPI List • Content is king. Do not roll

BEST PRACTICES (KPI) • Customizable KPI List • Content is king. Do not roll out a new functional area (e. g. marketing, finance, etc. ) until there at least 3 to 5 KPI’s available for users to select. • Three to seven KPI’s per tab seems to be most effective. • Overall the median number of KPI’s on most user’s dashboards is 20 across all functional areas. (e. g. 3 to 7 KPI’s per tab, with 3 to 5 tabs). • KPI’s should be indicators only; analysis is accomplished via drill-down. • All KPI’s should be “drillable” to access additional detail and conduct further analysis. • Be judicious in your use of graphic icons and color coded indicators. Too many graphics or the proverbial spinning logo can quickly confuse or annoy users. 7

APPROACHES • Build a custom application • Use a Dashboard Designing Tool • Use

APPROACHES • Build a custom application • Use a Dashboard Designing Tool • Use of Big Vendor’s BI Tool • Creating Dashboards using Excel 8

CHOICE OF TOOL • Heavy Analytics vs. Static reports • Geographical data (i. e.

CHOICE OF TOOL • Heavy Analytics vs. Static reports • Geographical data (i. e. Sales by Province in Canada) – Map • Data over time, ratio data, comparison of linear data – Chart • Snapshot data, single values (i. e. KPIs) – Gauge • Multidimensional data – OLAP • Other data – Diagram 9

CHOICE OF TOOL 10

CHOICE OF TOOL 10

LATEST TOOLS • Performance Point 2010 • Report Part SSRS R 2 • Dundas

LATEST TOOLS • Performance Point 2010 • Report Part SSRS R 2 • Dundas • Power Pivot • Push. BI 11

DECOMPOSITION TREE 12

DECOMPOSITION TREE 12

SAMPLE DASHBOARD 13

SAMPLE DASHBOARD 13

SAMPLE INTERACTIVE DASHBOARD 14

SAMPLE INTERACTIVE DASHBOARD 14

SAMPLE INTERACTIVE DASHBOARD 15

SAMPLE INTERACTIVE DASHBOARD 15

HANDS-ON Hands-on walk through of Power Pivot 16

HANDS-ON Hands-on walk through of Power Pivot 16

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THANK YOU 18

THANK YOU 18