Dashboard BestPractice Webinar

Getting the most out of yourstrategic BI technology

Who you will be chatting to the the next 45mins

Senior Consultant, Ivan Seow

Consultant, Cameron Deed

DashboardsWhat are they all about?

2 Types of BIThere are two types of Business Intelligence

1. Analysis for and by the individual

versus

2. Productionised mass distribution of pre-defined analysis

Yellowfin on the latter

BI for the BI Consumer

Yellowfin is not just an Analyst tool

Yellowfin is for the BI Consumer

A focus on what business users want and need

Trying to figure out how data actually gets used in organizations

Why Dashboards?Helping people to do their jobs

Easier than opening a dozen reports

Summarized view of the user's "world"

A simpler way to consume data

Today's session

Starting OutDashboard design and planning

Best Practice #1Design the dashboard for a specific purpose

Operational vs Analytical

Focus on a single subject area per tab

Can the user act on the data?

Best Practice #2Ensure high data consistency and quality

Best Practice #3Plan well & make it relevant

Know your audience

Tailor each dashboard for a specific groupDifferent needsDifferent data

Display metrics that are of value for different departments/teams

How would we start this design process?

What & Where?

Best Practice #4Display important metrics through KPI dashboards

UsageUser interaction and analysis

Best Practice #5Start with the big picture in mind

The dashboard has a clear purpose

Contains high level summaries

Avoids information cramming

Can the dashboard answer the core what and why questions?

No massive reports on the tabKeep it short & sharp

Summary to Detailed

Best Practice #6Dashboards should (must) be interactive

Drill Down

Drill Through

Drill Anywhere

Analytical Filters

Time Sliders

Series Selection

Best Practice #7Less is More - Keep it Simple

Display less reports per tab

Clarity and Readability

At-a-glance insight

Performance - must be fast!

FormattingHelp the user to help themselves

Best Practice #8Draw the users attention the right way

Key points and areas stand out

Use colors appropriately and consistently

Users can generate conclusions fast

Quickly see areas of concern/potential

Best Practice #9Complementary Layout & Placement

Natural alignment and flow

Ease of understanding

Logical orderingFiltersReports

Best Practice #10Position & Size to Reflect Importance

More Important, More SpaceSize to Reflect Importance

Best Practice #11Communication is the Objective

Make data the center of attention

Features should never detract or distract

Strong connection between visuals and data

Insight? What Insight?

Best Practice #12Plan for Mobile & Device Independence

How will it look and feel on a tablet?

How will the information be consumed?

Plan for small screen real estate

Easy to understand reports

Create and publish once

Questions

More Information

@YellowfinBI

Yellowfin LinkedIn User Group

Yellowfin www.yellowfinbi.com

Feedback and Questions pr@yellowfin.bi