An online dashboard in a snap

Transcription

1 An online dashboard in a snap Create a WEB dashboard in minutes for your Key Performance Indicars using a simple & free ol and no programming expertise Component Based Solutions Ltd.

2 When... You need a KPI Daskboard Internal or External your organization Available through any Web Browser Up & running in a few hours Complete, flexible and expandable Requering absolutely no programming skills Spreadsheet is all what you need know With absolutely NO investment

3 KPInstant gives you... An online interactive dashboard two distinct styles (modern &. gauge-vintage) Alert indicars Multiple perspectives Selectable analytic dimensions Evolution charts Interactive help & interrelationships absolutely for free!

4 3 simple steps

5 Step 1: Define s Fill a simple spreadsheet whose template you can download from: Use one line for each, as shown in next slides.

6 Identify s This This is is the the name name of of your your KPI KPI or or Enter Enter % if if percentage percentage and and # # decimals decimals Not Not required required If If has has multiple multiple dimension dimension enter enter them them here here separated separated by by comma, comma, example: example: client, client, sre, sre, product product Enter Enter 'KPI' 'KPI' show show in in Dashboard. Dashboard. To To use use perspectives perspectives enter enter name name followed followed by by perspective. perspective. Separate Separate entries entries by by commas. commas.

7 Cross-reference s Not Not required required Those Those fields fields are are not not required required and and for for documentation documentation only, only, but but can can help help user user understand understand the the.. Also, Also, if if you you reference reference other other s s (inside (inside square square braces) braces) their their values values will will be be shown shown upon upon request, request, assess, assess, for for example example how how was was computed. computed.

8 Define control ranges Values Values under under Ideal Ideal minimum minimum will will be be shown shown in in yellow. yellow. Same Same considerations considerations (red (red yellow) yellow) apply apply maximum. maximum. Values Values under under allowed allowed minimum minimum will will be be shown shown in in red. red. Not Not required required

9 Step 2: Collect data You also use spreadsheet collect data There is no predefined template Organize them as you wish Provide how many you need Fill & deploy them with any frequency Just use named ranges bind values s.

10 3 Kinds of data Computed Computed s s Dimension Dimension keys: keys: relate relate values values dimensions dimensions (what (what they they refer refer ) ) Data Data used used compute compute s s

11 Defining named ranges Special TIME range Define Define range range names names bind bind Dimensions Dimensions and and s s cells cells

12 How KPInstant reads data KPInstant KPInstant uses uses your your named named ranges ranges understand understand spreadsheets. spreadsheets refers refers Pizzas Pizzas Sold Sold for for All All Sres Sres (sre (sre dimension) dimension) on on Feb/3/2010 Feb/3/2010

13 Named ranges rules - 1 To create a named range using Excel, select the cells and then choose Insert > Names. Define a named range for each: - (Col. A of s spreadsheet, but you will see an alternative) - dimension (Col. E of s spreadsheet) Define the special named range TIME for the implicit and always present time dimension. It shall contain dates as number, formatted in whatever way you wish (but shall be numeric!)

14 Named ranges rules - 2 Range names shall be all uppercase with any character that is not letter or digit converted underscore, ex: Net Sales becomes NET_SALES. You can combine how many dimensions, time and you wish either vertically or horizontally. Wrapping and MEASURES range can simplify this task. See next examples.

15 Ranges Wrapping A A short short range, range, like like time time range range will will aumatically aumatically wrap. wrap. Thus Thus you you can can enter enter a a single single value value instead instead of of repeating repeating it. it. The The same same way way if if you you have have 3 3 products products be be crosscombined crosscombined with with multiple multiple clients clients you you need need provide provide just just 3 3 cells. cells.

16 The MEASURES range MEASURES VALUES Instead Instead of of using using a a named named range range for for each each you you can can use use a a single single range range named named MEASURES MEASURES containing containing s s name, name, bound bound a a range range named named VALUES VALUES bound bound actual actual values. values.

17 Your dashboard is ready! To use KPInstant, simply copy the definition (kpinstant.xls) and any data spreadsheets a folder or web location. Data spreadsheets can have any name (but shall also be.xls: Excel format). Then point your browser at KPInstant (*): (*) you need Java plugin in your browser (usually already present), you can check and install it at: Inside KPInstant choose: My Dashboards > Open And enter the name of folder or URL where you placed the spreadsheets. To have a taste of KPInstant you can open the dashboard located at this URL (from which next examples of a pizza sre chain are taken):

18 The Modern style Switch Switch different different perspective, perspective, You You will will get get a a different different set set of of s s Measures Measures Alert Alert Indicars Indicars ONLY ONLY shown shown if if yellow yellow (alert) (alert) or or red red (action (action required) required) Current Current Value Value Sparkline Sparkline shows shows trend trend Bullet Bullet chart chart shows shows status status

19 The Vintage Style Click Click on on Preferences Preferences > > Vintage Vintage change change style, style, Now Now let's let's go go back back modern modern style, style, spartan spartan but but more more effective. effective.

20 Understanding s Click Click on on display display their their meaning meaning

21 Visualizing evolution Click Click on on spark spark line line plot plot evolution evolution

22 Getting detail Click Click on on bullet bullet chart chart for for detail detail and and related related s s

23 Drill down Selecting Selecting Context Context let let you you choose choose and and combine combine available available dimensions. dimensions.

24 Suggestions Start practicing with only 2-3 s, grow incrementally. KPInstant uses same format of KPIStudio (also free) that produces great project documentation. Simply open kpinstant.xls with KPIStudio and generate PDF.

25 Q & A Can I access directly my legacy data instead of reading from spreadsheets? Yes, you can use a REST interface access any data you wish. Ask your tech staff contact [email protected] for detailed information I am missing a certain feature... We greatly appreciate any kind of suggestion. Please, let us know your needs and whet you think of KPInstant [email protected]