Post on 26-Dec-2015
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: Wikipedia2
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
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TYPES OF DASHBOARD
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KEY FEATURES OF A DASHBOARD
• Clarity
• Balance
• Appropriateness
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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
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BEST PRACTICES (KPI)• Customizable KPI List
• Content is king. Do not roll out a new functional area (e.g. marketing,
finance, etc.) until there are 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.
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APPROACHES
• Build a custom application
• Use a Dashboard Designing Tool
• Use of Big Vendor’s BI Tool
• Creating Dashboards using Excel
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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
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CHOICE OF TOOL
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LATEST TOOLS• Performance Point 2010
• Report Part SSRS R2
• Dundas
• Power Pivot
• PushBI
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DECOMPOSITION TREE
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SAMPLE DASHBOARD
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SAMPLE INTERACTIVE DASHBOARD
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SAMPLE INTERACTIVE DASHBOARD
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HANDS-ONHands-on walk through of Power Pivot
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THANK YOU
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