Dashboard Reporting

Business Intelligence
@ Victoria University
Business Intelligence
@ Victoria University
 Dashboards are One of 5 Styles of BI Applications

Advanced Analysis Ad Hoc Analysis

& Ad Hoc Predictive Analysis ANALYSIS
Data Mining
Increasing Analytics & User Interactivity

Slice & Dice Investigative Analysis

OLAP Analysis Root Cause Determination

Page-perfect Operational Reporting REPORTING

Reporting Pixel-perfect Business Reporting
Print-perfect Statements & Invoices

Scorecards & Performance Dashboards

Dashboards Metrics Dashboards
Dynamic Dashboards
MONITORING

Alerting & Massive Report Distribution

Proactive Notification Exception-based Alerts

Increasing Number & Range of Users

Information Analysts Business Managers All Workers Extranets Customers

Business Intelligence
@ Victoria University
 Converging Many Reports into a Single Dashboard

Single Dynamic
Dashboard
Several Reports
Synchronized Views of
Executed Sequentially the Data
and Repeatedly By
The User

Business Intelligence
@ Victoria University
Business Intelligence
@ Victoria University
 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

Business Intelligence
@ Victoria University
Business Intelligence
@ Victoria University
 Dashboard Categories

Business Intelligence
@ Victoria University
 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 2. Traditional Metrics

Performance Dashboards
Transparency

Increased 1. Traditional Performance

User Adoption Summary Dashboards

Dashboard Sophistication

Business Intelligence
@ Victoria University
 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

Business Intelligence
@ Victoria University
 Business Application of Performance Summary Dashboards:

Provides a Consolidated View from Across the Enterprise

Managers
and
Executives

SAP BW Cubes Data Warehouse Operational Databases

Hyperion Essbase Cubes (e.g., CRM, Website, Supply Chain)
Microsoft Analysis Cubes

Business Intelligence
@ Victoria University
 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

Business Intelligence
@ Victoria University
 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

Business Intelligence
@ Victoria University
 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

Business Intelligence
@ Victoria University
 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

Business Intelligence
@ Victoria University
 Dashboard Benefits

Business Intelligence
@ Victoria University
Business Intelligence
@ Victoria University
 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

Business Intelligence
@ Victoria University
 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?

Business Intelligence
@ Victoria University
 Design Guidelines

Start with pen and paper

Design your layout based on how you view your data

Use summarised data

Dont get lost in the graphics

Create a layout that scales

Create a prototype

Know your products limitations

Business Intelligence
@ Victoria University
Business Intelligence
@ Victoria University
 Dashboard: Sample Milestones/Effort Chart

Business Intelligence
@ Victoria University
Business Intelligence
@ Victoria University
Business Intelligence
@ Victoria University