Dashboard Reporting Business Intelligence

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1 Dashboard Reporting

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3 Dashboards are One of 5 Styles of BI Applications Increasing Analytics & User Interactivity Advanced Analysis & Ad Hoc OLAP Analysis Reporting Ad Hoc Analysis Predictive Analysis Data Mining Slice & Dice Investigative Analysis Root Cause Determination Page-perfect Operational Reporting Pixel-perfect Business Reporting Print-perfect Statements & Invoices Scorecards & Dashboards Performance Dashboards Metrics Dashboards Dynamic Dashboards Alerting & Proactive Notification ANALYSIS REPORTING MONITORING Massive Report Distribution Exception-based Alerts Increasing Number & Range of Users Information Analysts Business Managers All Workers Extranets Customers

4 Converging Many Reports into a Single Dashboard Several Reports Executed Sequentially and Repeatedly By The User Single Dynamic Dashboard Synchronized Views of the Data

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6 Dashboards Provide high level overview of information Provide visual indicators that alert user of important information Provide interactivity and personalised information so individuals can easily understand the data Provide guided analysis navigation of a constrained amount of information May provide historical and real time data Dashboards should not Provide advanced analysis capabilities that is data mining Provide large amounts of detailed information that is a report Provide access to ad hoc and open ended information that is ad hoc reporting But It should easily integrate with other BI tools for input

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8 Dashboard Categories

9 There are Four Categories of Business Dashboards, Each Providing Different Kinds of Business Value Benefits 4. Dynamic Visualization Dashboards Better / Faster Decision-making 3. Dynamic Content Dashboards Organizational Alignment Operational Performance Transparency 2. Traditional Metrics Dashboards Increased User Adoption 1. Traditional Performance Summary Dashboards Dashboard Sophistication

10 1 Traditional Performance Summary Dashboards Ideal for Communicating Summary Information and Alerts 1. Traditional Performance Summary Dashboards Presents Several Sets of Data in Tables and Graphs Provides At-a-Glance Comprehension of Information Ideal for Communicating Summary Performance Information and Alerts to Managers

11 Business Application of Performance Summary Dashboards: Provides a Consolidated View from Across the Enterprise Managers and Executives SAP BW Cubes Hyperion Essbase Cubes Microsoft Analysis Cubes Data Warehouse Operational Databases (e.g., CRM, Website, Supply Chain)

12 2 Traditional Metrics Dashboards Ideal for Aligning Organizations to Common Goals 2. Traditional Metrics Dashboards Displays Lists of Metrics Compares Actual to Goals Conveys Status and Trends with Graphical Indicators Ideal for Aligning Organizations to Common Goals and Tracking Progress Toward Goals

13 Business Application of Traditional Metrics Dashboards Cascades Common Goals Throughout an Enterprise One Metric Dashboard Design Dashboard Content Is Tailored for Each Department Content Is Tailored for Each Level

14 3 Dynamic Content Dashboards Ideal for Making Better and Faster Decisions 3. Dynamic Content Dashboards Synchronizes Many Reports within a Single Dashboard Allows Users to Interactively Change Context of Analysis Embeds Analytic Workflow to Assist Decision-making Ideal for Making Better and Faster Decisions

15 4 Dynamic Visualization Dashboards Ideal for Conveying More Information to a Business User 4. Dynamic Visualization Dashboards Displays More Data in Less Space with Advanced Visualizations Conveys Changes over Time through Animated Graphs Provide Analysis Control to the Users via Interactivity Ideal for Making Better Decisions by Making the Information More Easier to Grasp

16 Dashboard Benefits

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18 Dashboard Design 1. Scan the KPIs Look for exceptions by scanning multiple reports daily 2. Isolate the Problem Look through several reports that contain detailed data to determine which specific area needs attention 3. Determine the Root Cause Conduct OLAP analysis to analyze related dimensions to determine root cause of the problem

19 Requirements Gathering Audience requirements Who is the solution designed for? Decision requirements What decisions will be made with the soultion? Data requirements What metrics are the focus of the solution? What dimensions will the metrics be grouped by? What is the decision latency? Visualisation requirements What visual components best represent the data? Interactivity requirements When the user clicks on something, what happens next?

20 Design Guidelines Start with pen and paper Design your layout based on how you view your data Use summarised data Don t get lost in the graphics Create a layout that scales Create a prototype Know your products limitations

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22 Dashboard: Sample Milestones/Effort Chart

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