BUSINESS ANALYTICS WEBINAR MARATHON

Transcription

1 BUSINESS ANALYTICS WEBINAR MARATHON DECEMBER 10 Making Informed Decisions Guidelines for Creating an Effective Dashboard Rick Grantham Host: Excel.TV Director: Business Intelligence Solutions at EPI-USE America

2 May 2-4, San Jose, California Get the essential business and data analytics skills and technologies to stay ahead of the curve Uncover new information and value to remain competitive 4 tracks designed to follow the Analyst s Journey Register at passbaconference.com today! (Use discount code BAMARATHON by Jan 1 for $100 off registration)

3 PASS Virtual Chapters for Business Analytics FREE ONLINE LEARNING

4 Rick Grantham, CBIP, 6SBB Excel.TV Host Six Sigma Black belt BMG Certified CBIP Certification in BI Leadership & Management from TDWI Business Intelligence Strategy Thought Leader Chief BI Strategist for local governments BI Roadmap Development Executive Design Sessions 20 Years leadership positions in Analytics Sr. Data Visualization Consultant High End Analytics and Data Mining /in/rickgrantham 4

5 In This Session Intended for business leaders and analysts Not a technical session You will learn Best approaches for tacking the most visible of Analytics The Dashboard Session will provide strategies to determine: Best way to scope your dashboard project How and when to elicit management feedback How to document query mockups and create dashboard prototypes 5

6 Agenda Determining Data Scope White boarding Query Mockup Excel Prototyping and Feedback Building Mockups and Feedback Development Decisions Which Tool Wrap-Up 6

7 Agenda Determining Data Scope White boarding Query Mockup Excel Prototyping and Feedback Building Mockups and Feedback Development Decisions Which Tool Wrap-Up 7

8 What Would You Do? Scenario (this happens all the time): Executive just came back from PASS Marathon Webinar (they loved Rick) and saw all the cool metrics and tools. (super excited) They know you have some reporting tools, so they call you into the office. (super nervous) And they want to work with you to build some dashboards (neat-o and uhoh) What do you do? What is your first step? What would most people do in this situation?

9 What Would Most People Do In This Situation? Ask what is wanted Schedule meetings with executives Get a marker in your hand as soon as possible Draw - Whiteboarding Sketch Lots of color & graphics

10 Step 1: Define Data Scope Resist the urge to start drawing Saves you a ton of time later Items to consider: What metrics does the executive want to track? What are the measures? How does the executive want to slice and dice the metrics? What are the dimensions? Can the executive define how these should be calculated? What system holds each piece of data? Is the system easily accessible?

11 How to Determine Data Scope DEMO Sample Spreadsheet

12 Data Scope: Lower Tech Option Not every Executive will have patience for a full data scope phase Come to the meeting prepared: Discuss/research available data elements prior to workshop Bring available data metrics with you to the white boarding session Post it on the wall next to the whiteboard

13 Agenda Determining Data Scope White boarding Query Mockup Excel Prototyping and Feedback Building Mockups and Feedback Development Decisions Which Tool Wrap-Up 13

14 Things to Consider Before You Break Out the Markers What type of dashboard are you building? Strategic dashboards Revolution Metrics tend to cascade From corporate vision to executive metrics to management metric to reports Operational dashboards Evolution Tend to start with reports Dashboards evolve from existing reports

15 Strategic Dashboard Context Session starts with annual report HCM Global Metrics KPI 1 KPI 2 KPI 3 KPI 4 3 Supporting Functional Areas KPI 1-1 KPI 1-2 KPI 1-3 KPI 2-1 KPI 2-2 KPI 2-3 KPI 3-1 KPI 3-2 KPI 3-3 SQL Server KPI 1-4 KPI 2-4 KPI 3-4 Diagnostic Reports to Support KPIs Rpt 1 Rpt 2 Rpt 3 Rpt 4 Rpt 5 Rpt 6 Rpt 7 Rpt 8 Rpt 9 Rpt 10 Rpt 11 Rpt 12 Rpt 13 Rpt 14 Rpt 15 Rpt 16

16 Operational Dashboard Context Session starts with existing reports Bring these reports with you to the white boarding session Operational Area KPI 1-1 KPI 2-1 KPI 3-1 KPI 1-2 KPI 1-3 KPI 2-2 KPI 2-3 KPI 3-2 KPI 3-3 SQL Server KPI 1-4 KPI 2-4 KPI 3-4 Existing Operational Reports Rpt 1 Rpt 2 Rpt 3 Rpt 4 Rpt 5 Rpt 6 Rpt 7 Rpt 8 Rpt 9 Rpt 10 Rpt 11 Rpt 12 Rpt 13 Rpt 14 Rpt 15 Rpt 16

17 White boarding Best Practices Dos Simplicity is key Navigation Segmentation Criteria selection Don ts Pie charts and gauges show very few data points and aren t very informative

18 Dashboard Examples DEMO Navigation, Segmentation, Criteria Selection

19 Agenda Determining Data Scope White boarding Query Mockup Excel Prototyping and Feedback Building Mockups and Feedback Development Decisions Which Tool Wrap-Up 19

20 Steps of a Query Mockup Develop this in a spreadsheet List the data elements that you would need to populate to be able to support the dashboard Layout Field names Formats Numbers Currencies Text

21 Benefits of a Query Mockup For the dashboard designer Creates an initial dataset that the designer can use for mockups For the database technician Provides initial context of how the data will need to be formatted and provided to the dashboard

22 Query Mockup Examples DEMO

23 Agenda Determining Data Scope White boarding Query Mockup Excel Prototyping and Feedback Building Mockups and Feedback Development Decisions Which Tool Wrap-Up 23

24 Transform Whiteboard into an Excel Visual This should not yet be built in your dashboard tool Prototype combines several of the previous steps Whiteboard visuals are used to drive Excel Design Query mockups provide initial dataset for the Excel Dashboard The Excel Prototype provides a flexible delivery that Executives can use to provide feedback

25 Excel Mockup Tools You Should Use Several Excel dash boarding tutorials can be found free online to assist with prototype Color Theory ColorBrewer YouTube TheExcelKid has a robust dashboard tutorial Design & Introduction Additional Functionality Full Dashboard Playlist

26 Prototyping Examples DEMO

27 Elicit Feedback Send prototype to leadership team Schedule meeting to review prototype and design elements Review pictures that were taken during the whiteboard session as necessary Based on management feedback, make alterations to prototype until leadership teams signs off on design

28 Agenda Determining Data Scope White boarding Query Mockup Excel Prototyping and Feedback Building Mockups and Feedback Development Decisions Which Tool Wrap-Up 28

29 Transform Excel Prototype into Dashboard Mockup This is the first step that requires technical development effort Import Query Mockup into Dashboarding Tool Also pass the Query Mockup to database designers for development Redesign Excel prototype into Dashboarding tool Allow leadership to test functionality and provide additional feedback

30 Mockup Example DEMO

31 Agenda Determining Data Scope White boarding Query Mockup Excel Prototyping and Feedback Building Mockups and Feedback Development Decisions Which Tool Wrap-Up 31

32 Wrap-up Scenario (this happens all the time): Executive just came back from PASS Conference and saw all the cool metrics and tools. (super excited) They know you have some reporting tools, so they call you into the office. (super nervous) And they want to work with you to build some dashboards (neat-o and uhoh) What do you do? ---- Follow these steps Feedback Feedback Determine Data Scope White Board Query Mockup Excel Prototype Dashboard Mockup Final Development

33 Where to Find More Information Free online library of Key Performance Indicators Color Theory for use in Dashboards YouTube Excel Dashboard Playlist for developing Excel Prototypes

34 5 Key Points to Take Home Don t design anything until you have completed a Data Scoping exercise The data scoping exercise includes a Data Element matrix that should be used to determine the source of all data required If you are designing a Strategic Dashboard, review your company s annual report before starting If you are designing an Operational Dashboard, review all existing reports before starting Use a color wheel to assist with color palette options

35 Like What You Heard? Rick Grantham will be presenting at the PASS Business Analytics Conference 2016! Session (60 mins) Build Interactive Dashboards In Excel

36 JOIN PASS PASS is a not-for-profit organization which offers year-round learning opportunities to data professionals Access to online training and content Join Local Chapters and Virtual Chapters Enjoy discounted event rates Get advance notice of member exclusives Membership is free, join today at 36