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CP-54:Designing and Creating Information-Rich Interactive Dashboards

Anya Nixon, Deltek

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2

Relevant Roles for this Session

• CER User

• Advanced CER User

• CER Developer

• CER Admin

Objectives1. Introduction

2. Reports vs Dashboards

3. Creating Effective Dashboards

4. Upcoming Features

5. Q&A


Reports vs Dashboards



What’s the Difference?A dashboard is highly

summarized data presented

visually for at-a-glance

insights.

A report is a tabular

presentation of detailed

data which requires in

depth attention.

» Anscombe's Quartet

– famous example

» Can you spot any

trends in the data for

each group below?

Why Dashboards?


» How about now?

» Visualizations

help us to identify

patterns more

quickly

Why Dashboards…


Creating Effective Dashboards


Know your Audience.

Know your Audience

The Casual User The Business User The Power User

Beginner or infrequent user.

May require more guidance in

the form of labeling and

prompting.

Tracks key metrics on a regular

basis to gauge trends and

exceptional data. Looking for

highly summarized, highly

visual, at-a glance insights that

tell a story.

Wants to drill into details and

slice and dice the data in

various ways. Probably creates

their own dashboards and uses

them daily.


Know your Audience


Create dashboards geared to a specific role or business operation. Our dashboards are

created for:

Project Managers, Organization Managers, Executives, Contract and Opportunity Mgmt

We display tips for end users recognizing this is new to everyone.

Our chart titles give hints about ‘drill to’ or ‘drill through’ functionality for that object.

Choose the Correct Visualization.

Relationships Comparisons Composition

Choose the Correct Visualization


Network Column Heat Map

Line (Over Time)

BarBubble

Scatter

Tree Map

Pie/Donut

Choose the Correct Visualization


Provide Interactivity.

Country Corporate Fiscal Year Organization

Region Company Quarter Project Manager

State Department Period Customer

City Product Subperiod Project Type

Provide Interactivity: Navigation Paths


Navigation Paths


Provide Interactivity: Navigation Paths


Right click on a column or label within

a visualization to surface the on-

demand toolbar for more interaction

with the object.

» Drill Back

» Drill Down

» Navigate

Provide Interactivity: Drill Through to Reports


» Right-click on a

column or label to

drill-through.

» Ctrl clicking will allow

you to select multiple

items.

» The Relative Time dimension is calculated based on the

current reporting period that is established in

Costpoint>Reports & Analytics>Reporting

Configuration>Manage Current Reporting Period.

» To view data for a prior year, for example, include a filter

selecting Prior Year from the Relative Time Desc column

and CER will relatively adjust to return that data.

» When the Relative Time Desc is combined with the FY-

Period or FY-Quarter attributes it allows for even more

analysis.

Provide Interactivity: Utilize Relative Time


Provide Interactivity: Using Relative Time


Each

visualization

displays

Current Year

Revenue

using

different

attributes of

the Relative

Time Desc

expanding

your insight.

Contemplate Layout.

Contemplate Layout: Inverted Pyramid


High Level Insights

Important Details

Background

Users will read data from top to

bottom. Keep highest level data at

the top of your layout and as the user

reads down, unveil more detail.

Example:

Contemplate Layout: Alignment


• A user also reads

data from left to

right.

• Keep related data in

a single row.

• If applicable, lead

with key or

summary info first

(to the left) followed

by details.

Example:

Contemplate Layout: Groupings


• Group related

data items

together so the

user knows what

belongs

together.

• This applies to

the content on a

tab and well as

the content in a

tab.

Example:

Contemplate Layout: Repetition


• Reuse elements

to create a

theme or

pattern.

• CER even

includes a

feature for

repeating charts

in either rows or

columns.

Example:

Keep it Simple.

Keep it Simple


» Use

consistent

formatting,

labeling and

color palettes.

» Use colors

and size in a

meaningful

way.

» Don’t

overcrowd

page.

Consider Performance.

Consider Performance: Summary Data


» Look for ‘summary data’

tables when compiling

your dashboard.

» Data is limited to the past

24 months which limits

rows and improves

performance.

» A data set is a customized subset of

data from a package or module for a

specific purpose.

» The data set can be filtered to create

high-performing subsets of data.

» The data is stored on the server.

» Data sets can be refreshed manually

or via a schedule.

Consider Performance: Data Sets


Solicit Feedback.

Recap

1. Know your Audience.

2. Choose the Correct Visualization.

3. Provide Interactivity.

4. Contemplate Flow.

5. Keep it Simple.

6. Consider Performance.

7. Solicit Feedback.

CONFIDENTIAL © Deltek, Inc. All Rights Reserved.

33

Upcoming Features in v8.0


Upcoming v8 Features in Dashboards» New and Improved Visualizations.

» Expanded Formatting Options.

» Copy and Paste between Dashboards

and Reports.

» Custom Color Palettes.

» Artificial Intelligence functionality via

Assistant and Explorations


Tuesday, 2:10 – 3:10 – Gainesville 1-2CP-52: Costpoint Business Intelligence: Upgrading from CER 7.1 to CER 7.2.3

Tuesday, 3:20-4:20 – Naples 1-2CP-53: Report Authoring Tips and Tricks in Costpoint Business Intelligence CER 7.2.3

Tuesday, 4:30-5:30 – Naples 1-2CP-55 Costpoint Business Intelligence CER 7.2.3- Executive Dashboards and Financial Reporting

Wednesday, 10:00-11;00 – Naples 3CP-56: As a Costpoint Business Intelligence CER End User, How Do I Leverage the New Features After We Upgrade?

Wednesday, 11:10-12:10 – Naples 3CP-53: Data Modeling-How to Create Effective Data Models to Support your Dashboards and Reports

Wednesday, 2:10 – 3:10 - Naples 3CP:54: Designing and Creating Information-Rich Interactive Dashboards in Costpoint Business Intelligence CER 7.2.3

Wednesday, 3:20 – 4:20 - Naples 1-2CP-50: Costpoint Business Intelligence Roadmap

Thursday 9:40-10:40 – Sarasota 1-2CP-59: Administration for Costpoint Business Intelligence CER 7.2.3 - Setting Up The New Security Model and How to Effectively Guard Your Data

Deltek BI Sessions

Tuesday, 10:00-11:00 – Gainesville 1-2 Mehul Desai, PCI

CP100: A Whole New World of Business Intelligence

Wednesday, 4:30-5:30 – Sarasota 1-2 – Hari Sury, Sury Analytics

CP-57:Analytics for GovCons - A Roadmap To Success

Thursday, 8:30-9:30 – Sarasota 1-2 – Rich Hardin, VSE

CP-51:Deltek Costpoint Business Intelligence (CER) Leveraging Analytics: The Old, The new And

Everything In Between

Customer/Partner BI Sessions

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