ENHANCING DECISION MAKING
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1 ENHANCING DECISION MAKING through Dashboards and Business Intelligence February 23, 2016
2 PART ONE: DESIGN Know your audience Contextualize your data Empower your user
3 PART ONE: DESIGN CASE STUDY Tableau dashboards for financial model stress testing
4 PART TWO: CONSTRUCTION Use the right tools Build your own BI stack Enhance performance
5
6
7 RAW DATA
8 DESIGNING THE DASHBOARD
9 Dashboard: a visual display of the most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can be monitored at a glance Stephen Few
10 Principles Know your audience All things in context Customizable/dynamic KNOW YOUR AUDIENCE 1
11 Koen Blanquart
12
13
14 CONTEXTUALIZE YOUR 2 DATA
15
16
17
18 EMPOWER YOUR USER 3
19
20 USE IT OR LOSE IT
21 Routine Reports
22 Use it! Routine Reports
23 Urgent Messages
24 Urgent Messages Lose it!
25 Real-time On-demand Analytics
26 Real-time On-demand Analytics Use it!
27
28 Lose it!
29 BUILDING THE DASHBOARD
30 Centralized Data Source
31 Responsive Design
32 Software: Closed Source Code Open Source Code Programmer Innovation Innovation Innovation User Innovation Innovation Programming community User User User Programming community User User
33 Dashboard 10 Metrics 3-4 Visualizations Full Stack Analysis 100 Metrics Dimensional Data Reporting Systems 1000 Metrics Detailed Data
34 COMMERCIAL SOLUTIONS Dashboard Tableau Spotfire QlikView Full-Stack Power BI Oracle BI SAP IBM Cognos SAS BI Sisence Cloud GoodData Birst
35 COMMERCIAL SOLUTIONS Dashboard Tableau Spotfire QlikView Full-Stack Power BI Oracle BI SAP IBM Cognos SAS BI Sisence Cloud GoodData Birst
36 COMMERCIAL SOLUTIONS Dashboard Tableau Spotfire QlikView Full-Stack Power BI Oracle BI SAP IBM Cognos SAS BI Sisence Cloud GoodData Birst
37
38 COMMERCIAL SOLUTIONS Dashboard Tableau Spotfire QlikView Full-Stack Power BI Oracle BI SAP IBM Cognos SAS BI Sisence Cloud GoodData Birst
39
40 Consumer Ratings (trustradius.com)
41 RAW DATA WAREHOUSE DASHBOARD
42 FANNIE MAE DASHBOARD INFRASTRUCTURE
43 FANNIE MAE DASHBOARD INFRASTRUCTURE Fannie Mae Flat Text Files
44 FANNIE MAE DASHBOARD INFRASTRUCTURE Fannie Mae Flat Text Files
45 FANNIE MAE DASHBOARD INFRASTRUCTURE Fannie Mae Flat Text Files
46 Installing R Shiny on AWS 1. Install RStudio Server on EC2 from 2. Install Shiny Server $ sudo su - \ -c "R -e \"install.packages('shiny', repos=' $ sudo apt-get install gdebi-core $ wget amd64.deb $ sudo gdebi shiny-server amd64.deb 3. Install Java drivers $ sudo apt-get update $ sudo apt-get install default-jdk $ R CMD javareconf $ sudo apt-get install r-cran-rjava $ sudo R CMD javareconf JAVAC=/usr/lib/jvm/java-6-openjdk/jre/../bin/javac JAR=/usr/bin/jar JAVAH=/usr/bin/javah $ sudo apt-get install openjdk-7-* 4. Install R package RJDBC $ sudo R install.packages( RJDBC )
47 FANNIE MAE DASHBOARD INFRASTRUCTURE Fannie Mae Flat Text Files
48 FANNIE MAE DASHBOARD INFRASTRUCTURE Fannie Mae Flat Text Files
49 FANNIE MAE DASHBOARD INFRASTRUCTURE Fannie Mae Flat Text Files
50 SHARING TABLEAU Public Online Server Reader Free Hosted by Tableau Self Hosted Private R Compatible
51 SHARING TABLEAU Public Online Server Reader Free Hosted by Tableau Self Hosted Private R Compatible
52 SHARING TABLEAU Public Online Server Reader Free Hosted by Tableau Self Hosted Private R Compatible
53 SHARING TABLEAU Public Online Server Reader Free Hosted by Tableau Self Hosted Private R Compatible
54 FANNIE MAE DASHBOARD INFRASTRUCTURE Fannie Mae Flat Text Files
55 PERFORMANCE PERFORMANCE
56 PERFORMANCE PERFORMANCE AGGREGATED TABLES
57 PERFORMANCE PERFORMANCE AGGREGATED TABLES DATABASE FEATURES
58 PERFORMANCE PERFORMANCE AGGREGATED TABLES DATABASE FEATURES IN-MEMORY COMPUTING
59 PART ONE: DESIGN Know your audience Contextualize your data Empower your user
60 PART TWO: CONSTRUCTION Use the right tools Behind the scenes Dashboard performance
61
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