Designing Dashboards and Scorecards for End-User Needs. Jim Hadley

Transcription

1 Designing Dashboards and Scorecards for End-User Needs Jim Hadley

2 Topics Business Intelligence Definitions Past and Current BI Application Capabilities Business Intelligence Layers BI Application Development Methodology Design Techniques Q&A Slide 2

3 Topics Business Intelligence Definitions Past and Current BI Application Capabilities Business Intelligence Layers BI Application Development Methodology Design Techniques Q&A Slide 3

4 IT s Business Intelligence Definition Business intelligence (BI) is a broad category of application programs and technologies for gathering, storing, analyzing, and providing access to data to help enterprise users make better business decisions Slide 4

5 IT s Business Intelligence Definition Slide 5

6 IT s Business Intelligence Definition Slide 6

7 End User s Business Intelligence Definition Business intelligence (BI) provides The right information To the right person In the right format At the right time Slide 7

8 Topics Business Intelligence Definitions Past and Current BI Application Capabilities Business Intelligence Layers BI Application Development Methodology Design Techniques Q&A Slide 8

9 Past BI Applications Reporting Applications Static query - canned or parameterized Static presentation Limited presentation formats tables, graphs, and crosstabs Viewed online and hardcopy Analysis Applications Ad hoc query Flexible presentation user interactive Limited presentation formats - tables, graphs, and crosstabs Viewed online Slide 9

10 Past BI Applications High High Guided Analysis Presentation Effectiveness Reporting Low Low Low Data Query Flexibility High Low Degree of User Interactivity High Low End-User Technical Skills High Slide 10

11 Business Intelligence Layers Guided Analysis Provides end-users with predefined, analytical pathways Directs users interactively from one presentation object to moredetailed or related presentation objects for efficient analysis and decision-making As users navigate through the analytical pathways, relevant data from the current presentation object is passed to the next related presentation object Slide 11

12 Past BI Applications High High Guided Analysis Presentation Effectiveness Reporting Analysis Low Low Low Data Query Flexibility High Low Degree of User Interactivity High Low End-User Technical Skills High Slide 12

13 Current BI Applications Dashboards and Performance Management 50+ presentation objects Interactive and flexible analysis Guided analysis process Active and passive information delivery User-defined configuration Integration with reporting and analysis applications Slide 13

14 Current BI Applications High Guided Analysis High Presentation Effectiveness Dashboards/ Performance Mgmt Reporting Analysis Low Low Low Data Query Flexibility High Low Degree of User Interactivity High Low End-User Technical Skills High Slide 14

15 Current BI Applications Business Intelligence High Guided Analysis High Presentation Effectiveness Dashboards/ Performance Mgmt Reporting Analysis Low Low Low Data Query Flexibility High Low Degree of User Interactivity High Low End-User Technical Skills High Slide 15

16 Topics Business Intelligence Definitions Past and Current BI Application Capabilities Business Intelligence Layers BI Application Development Methodology Design Techniques Q&A Slide 16

17 Business Intelligence Layers Guided Analysis Presentation Information Supports predefined analytical pathways for optimal information discovery and decision making Supports vertical and horizontal analysis Active/passive information delivery Data presented to multiple audiences using appropriate presentation objects One-to-many relationship between information and presentation objects Interactive and flexible analysis Right information Easy to access Fast retrieval High quality, consistent results Slide 17

18 Business Intelligence Layers Guided Analysis Presentation Information Slide 18

19 Topics Business Intelligence Definitions Past and Current BI Application Capabilities Business Intelligence Layers BI Application Development Methodology Design Techniques Q&A Slide 19

20 BI Application Development Methodology Initiation Planning Analysis Test Drive Design Develop Finalize Development QA Test Training Deployment Business users must be involved early and often Source system experts must be involved Seek first to understand the business Projects are defined to be 2-4 months in length Iterative process is repeated 3-4 times Each release must seamlessly integrate with previous releases Slide 20

21 BI Application Development Methodology Initiation Planning Analysis Test Drive Design Develop Finalize Development QA Test Training Deployment Iterative Development Benefits Business users provide feedback early and throughout the process. Business users see results early. Business users begin to understand the enabling capabilities of tool. Business users begin to trust the data. Business users begin to invent. They begin to think outside the box. Business users want more. The organization s BI level matures. Slide 21

22 Topics Business Intelligence Definitions Past and Current BI Application Capabilities Business Intelligence Layers BI Application Development Methodology Design Techniques Q&A Slide 22

23 Design Techniques Guided Analysis Presentation Object Flow Chart Presentation Report Rationalization Tool Presentation Object Selection Tool Presentation Object Catalog Presentation Object Design Document Information Facts-to-Dimensions Matrix Slide 23

24 Design Techniques - Information Layer Facts-to-Dimensions Matrix Slide 24

25 Design Techniques - Information Layer Star Schema Data Model Slide 25

26 Design Techniques - Presentation Layer Report Rationalization Tool Presentation Object Selection Tool Presentation Object Catalog Presentation Object Design Document Slide 26

27 Design Techniques - Presentation Layer Slide 27

28 Design Techniques - Presentation Layer Slide 28

29 Design Techniques - Presentation Layer Report Rationalization Tool Presentation Object Selection Tool Presentation Object Catalog Presentation Object Design Document Slide 29

30 Q&A Questions Contact information Name: Jim Hadley Phone: Slide 30