Building Enterprise Reporting that Stands the Test of Time · Bar Chart Bullet Chart Geo Map Line...

Building Enterprise Reporting that Stands the Test of Time

Data Architect

Email: [email protected]

William Crayger

#HSCCATLANTA19

Breakout Track 3: Analytics and AI

Introduction

Data Discovery

Data Structuring

Data Cleansing

Data Enrichment

01

02

03

04

05

C O N T E N T S

Data Validation

Data Model Reusability

Enterprise Branding

Data Visualization

Wrapping up

06

07

08

09

10

/ 5Think Digital Customer Conference 2019

Introduction

• 5 steps to wrangling data together• Discovery• Structuring• Cleaning• Enriching• Validating

• The power of data visualization


Data Discovery

• Have a deep understanding of the data• What are the attributes to be used for filtering and grouping?• Are there common attributes between datasets?• What are the fields that will be aggregated?

• Wrangling needs to be done in a specific manner based on some criteria which could demarcate and divide the data accordingly


Data Structuring

• Data will often come to you in an unstructured, haphazard manner

• Based on criteria identified in data discovery, restructure and prepare the data to a format conducive to your reporting needs

• One column may become multiple, multiple columns may be concatenated together to form key fields


Data Cleansing

• All datasets are sure to have some outliers, which can skew the results of the analysis

• Have business rules in place to dictate how outliers and null values are dealt with

• Formatting should be standardized to ensure higher quality analysis


Data Enrichment

• Develop a strategy regarding augmentation of your data• Are there additional data sources that need to be brought in to your

model, or perhaps creation of tables via one of the native languages such as date dimensions

• Determine if new data can be derived using existing datasets• Creation of derived tables using existing data to enable filtering, or

reporting across multiple subject areas / grains


Data Validation

• The last step is to verify the consistency, quality, and security of the data

• Usually be done programmatically

• Validate fields are accurate across new derived content, and aggregations are correct across grains


Model Reusability

• Power BI models can be used as a source for new reports, acting as an interim step towards Analysis Services

• Enables both enterprise and self-service BI

• Ensures standardization across downstream reports


Data Visualization

• Primary objective of report building is to create accurate, actionable reports that are legible and visually appealing

• Understanding your data is vital to deciding how to best tell the story

• Comparison – Which regions bring the most revenue?• Composition – How is our revenue divided by line of business?• Relationship – Is there correlation between sales and sales rep tenure?• Distribution – How are exam scores distributed?


Which story would you like

to tell?

Composition

Comparison

DistributionRelationship

Two variables

Three variables

Between items Over time

Scatter Plot

Line Histogram

Bar Histogram

Box-and-WhiskerPareto ChartPolar/Radar PlotLine ChartGeo MapBullet ChartBar Chart

Scatter Plot

Bubble Chart

Waterfall Tree/Heat Map Funnel Chart 100% Stacked Bar Stacked Bar 100% Stacked Area Stacked Area Chart

Word Cloud

Two variables

Single variable

Many data points

Few data points

Known outliers

StaticChanging over time

Few periods Many periods

Relative differences

Relative & absolute differences

Relative differences

Relative & absolute differences

Onevariable

Qualitative ranges

Geographical locations

Share of total

Accumulation to total

Share & differences

Progression through phases

One or several categories

Cyclical data

With distribution

Network Chart Between matrix items

With running total

Pie/Donut Chart

Adapted from: ©A. Abela, 2010. www.ExtremePresentation.com


UI / UX Design and Enterprise Report Branding

• Design with your C-suite in mind• Flow should move from high level KPI’s with ability to navigate to lowest

level of detail• Adding layers via shapes or other objects increases readability and appeal

• Branding can be accomplished in several ways• Custom theme using marketing color palette• Company logos


Wrapping Up

• Successful engagements are two prong• Strong data model as the foundation• Accurate, actionable, reports to drive business

• Know and understand your data, then decide how best to tell the story


Questions?

• Linkedin: https://www.linkedin.com/in/wcrayger/

• Power BI Blogs• Power BI UX Design Tips• Power BI Best Practices and Design Considerations• Power BI Tips and Tricks

https://www.linkedin.com/in/wcrayger/

Building Enterprise Reporting that Stands the Test of Time · Bar Chart Bullet Chart Geo Map Line...

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