Post on 04-Jun-2018
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
1/27
BI DeliveryDashboards , Prompts & Reporting Design
Prepared By
ITeM Group
Warren DickinsPartner
Steven GaleaBI Consultant
Prepared for
IBM Business Analytics User Group
Meeting
8thDecember2011
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
2/27
Agenda
Lend Lease:
Business Overview
BI EnvironmentQuick Facts
Dashboards:
Delivery
Design Principles Blocking & Scrolling
Controls
Performance
Thinking Outside the Square: Packs & SDK
Job Control
Report Prompts
MDM / Mapping
2
Technical info:
Look out for the
Geek
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
3/27
Lend LeaseBusiness OverviewQuick Facts
Largest owner operator of senior
living within Aust. Locations: Aust & NZ
Employees:3000
RL: Villages: 70, Units 12,740
AC: Villages 30, Residents 2,318
Construction & Projects
Locations: World Wide
Employees 17,000
Projects: 10k
Funds Under Management: $12.9b
3
Retirement Living (RL) & Aged Care (AC) Lend Lease (world wide)
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
4/27
Lend LeaseBI Environment
Audit Control
-
ETL
SQL Server DBMS
SQL Server Integration Services
MDM
Report
Hierarchies
Reports & Packs
Cubes
Metadata/Framework
Dashboards
/ Portals
MDM
Dimensional
Mapping
Cognos Portal Cognos Report Studio
SDK
Cube Framework
MDM / Mapping
Microsoft SQL
Source Systems
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
5/27
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
6/27
BI Delivery
Successful BI Team Requires
1. Technology Team: Technology Facing (Focus on DW & Reports)
2. Delivery Team: Customer Facing
Approach:
Push Strategy for Dashboards (in your face).
Launch reports & Apps Dashboards
Common Staging platform
Error Logs: prompt follow-up to resolve issues
User Approach:
Train all users up front
Utilise online iDocs (Documents Measures & Business Rules)
6
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
7/27
Dashboards: Design Principles
Design Approach:
Less is more
Arrange carefully
Use Simple objects
Limit colours
Tell a story with data (past present future)
Drill Thru where possible
Performance Goals:
Dashboard Refresh; < 2 sec.
Report Runtime; < 20 sec
Data Source Single source where possible
7
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
8/27
Dashboard: Design PrinciplesChoice of Layout
8
Navigation toReport Box &
other Apps
The rule of
three
Exception on
drill thru
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
9/27
Dashboard: Design PrinciplesChoice of Objects
9
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
10/27
Dashboard: Design PrinciplesUse of Standards
10
Global Templatesused via layout
components
Drill Thrus
Access to pre
created cube
views
Last Updated
Details
iDocs HelpButtons
Images added
sparingly
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
11/27
DashboardScrolling & Blocking
11
Screen Real Estate - Blocking
When the users scroll all dashboards are designed so sections are grouped together and form a screen panel.
Vertical navigation over horizontal panning works best
Graph /Content
1
Graph /Content
1
Graph /
Content2
Graph /
Content3
Consistent sizingbetween
panels/content
Screen scrolling
allows for
consistent
blocking
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
12/27
DashboardScrolling & Blocking
12
The average screen size is a thing of the past so test on
multiply monitors and resolutions that are common within
your business.
Graph /Content
5
Graph /Content
6
Graph /Content
7
Graph /Content
8
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
13/27
Dashboard:Example of Controls
13
Add functionalityUser Guides
Allow
Dashboards to
be printed
Navigation
ETL update
Information
Public Folders
Restricted
HTML buttons to
key reports
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
14/27
Dashboard:Design Principles
14
Past, Present & Future
Show data that can be acted upon within the current period
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
15/27
Dashboard:Performance
15
PUSH: Dashboards are pre-cached to return within 2 seconds
PULL: Triggers allow Event Studio to refresh with data updates.
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
16/27
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
17/27
Management Packs
17
The most effective piece of BI we have found
COLLECT
Cognos, MS
Word, Excel
content
RUNReports withPrompts via
SDK
BUILDContent into
a PDF orWord Doc
DISTRIBUTEStore usingSharePoint&/or Email
Pack
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
18/27
Management PacksControls
18
User controlled stored prompts
Pack processes reports based on stored prompts.
SetParameters
Run Job
Use Output
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
19/27
Prompts
Standard template components used
Integrated with MDM, consumed dynamically
19
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
20/27
PromptsDate Relative
20
Reports consume Date Relative Range (DDR)
All data ranges are built daily as part of the overnight ETL process.
I want
flexibility &
control
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
21/27
Date Relative Range Prompting
21
Update your SQL table via user functions that provide the Start and End date for the DDR used.
Within Cognos framework model you will need to use a CartesianJoin
A separate Date Relative Query will be required for each date field you wish to
use Relative Prompting on
Incident_DateNumber>= DateRelativeInjuryIncident_Start_DateNumberAND
Incident_DateNumber
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
22/27
Outside the BoxJob Control
22
Empower your users to import data from Source to warehouse using Job Control
I want MY
data now
Custom .NET
screen using AD
security
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
23/27
MDM
23
Typical MDM Components Details Consider
DATA MANAGEMENTMaster Data Centralise master dimensional data &
push to applications
Data Mapping Roll-ups, consolidation, etc. Consider
Hierarchy Data Mgmt Financial Report Formats ConsiderVersioning Versioning of master data
Rule Based Validation Data feed rules (not via ETL)
Intelligence Mapping i.e. Scrub, Match, Merge
DATA GOVERNANCESecurity Dimension, data & hierarchy security Consider
Error Logging Controls, alerts, notifications, etc Consider
Lifecycle/Workflow Change management
Issues Management Manage issues & error logging
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
24/27
24
Data
Warehouse
MDM
Mapping
Cognos
Portal
EnterprisePlanning
CubesCognos
BI
Packs
Audit
.NET
Apps.
Geospatial
MDMConsumption
Mobile
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
25/27
MDM
25
MDM Hierarchical Mapping
Cognos Cube
Cognos Report
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
26/27
Wrap up
Dashboards: Style:
Keep it simple
Limit colours & choice of objects
Performance: consider cashing
Packs: Drives report usage Top down drives BI usage
Prompts:
Consider a standard format Use mapping (MDM) as prompts
Process Management:
Allow users to run DW updates MDM:
Consider, its better than you may think
8/13/2019 BI Delivery Dashboards Prompts and Reporting Design
27/27
Questions
27
Warren Dickins
0419 514 351
Warren.Dickins@itemgroup.com.au
Steven Galea
stevengalea
0414 700 845
Steven.Galea@itemgroup.com.au
WWW.ITEMGROUP.COM.AU