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Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.
Developing a Dashboard to Aid in Effective Project Management
Developing a Dashboard to Aid in Effective Project Management
Ali Yorkos and Maureen MurraySAS Developers, University of Central FloridaAli Yorkos and Maureen MurraySAS Developers, University of Central Florida
Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.
IntroductionCMS Dashboard Project
Dashboard - to enhance Project Management
KPI(s) identified by Management
Data Visualizations – High Level & Detail Views
Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.
UCF CMS Dashboard
Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.
Technical Development Approaches
First – Tools Enterprise Guide SAS/GRAPH PROC GREPLAY
Second – Tools Enterprise Guide SAS/GRAPH Stored Processes SAS BI Dashboard
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Common Elements of each Technical Approach
Table Development and Structure
Computed Fields for Alerts
Annotation facility
Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.
Table Structure and Relationships
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SAS/GRAPH DevelopmentAnnotation Feature
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SAS/GRAPH DevelopmentUsing the Annotated Dataset
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First Technical Approach
SAS/GRAPH Development
PROC GREPLAY
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SAS/GRAPH Development
Created in SAS Enterprise Guide 4
Vertical and Horizontal Bar Charts, Pie Charts
Modified SAS code for more robust graphs
Used .GIF format
Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.
PROC GREPLAY Procedure
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0 1
3
5
2
4
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PROC GREPLAY Procedure
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Initial Dashboard Output
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Why We Switched Development Tools
Management feedback from first design Requested different data visualizationsDrill Down Capability requested for most data
visualizations
Release of SAS BI Dashboard to use with the SSL Security Protocol
Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.
Second Technical Approach
Technical Design
Develop all Top Level data visualizations using ONLY the BI Dashboard Tool
But
our functional design required the use of Stored Processes to create Dashboard Indicators.
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Why? – Stored Processes
Bar Graph with Reference Line Bar Graph - Stored Process
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Second Technical Approach
SAS/GRAPH
Stored Processes to create Dashboard Indicators
SAS BI Dashboard
Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.
Manage Dashboards Manage Indicators
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Dashboard Properties PageAssembly Indicators into a Dashboard Portlet
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UCF CMS Dashboard
Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.
Pros / Cons of Tool Sets
GREPLAY Requires precise coding of
coordinates for Indicator Placement
No user customization available
On-going Maintenance may require modifications to both Indicator generation and placement code
.GIF Images were easier to line up but not as clear as ActiveX
SAS BI Dashboard Easy to use Web based interface
for Indicator Placement
User customization allowed
On-going Maintenance only requires modifications to Indicator generation code
ActiveX Images were clearer and provided ‘mouse over’ support
Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.
UCF CMS Dashboard
Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.
Contact Information Presentation Online at http://www.iroffice.ucf.edu/presentations/index.html
Office of Institutional Research Email: iroffice@mail.ucf.eu
Ali Yorkos, ayorkos@mail.ucf.edu Maureen Murray, mamurray@mail.ucf.edu
Web: http://www.iroffice.ucf.edu 12424 Research Parkway, Suite 215 Phone: (407) 823-5061 Fax: (407) 823-4769
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Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.