WHAT IS A DASHBOARD?

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WHAT IS A DASHBOARD?

• "A digital dashboard, also known as an enterprise
  dashboard or executive dashboard, is a business
  management tool used to visually ascertain the
  status (or "health") of a business enterprise via
  key business indicators. Digital dashboards use
  visual, at-a-glance displays of data pulled from
  disparate business systems to provide warnings,
  action notices, next steps, and summaries of
  business conditions."
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  Source Wikipedia

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NEED FOR A DASHBOARD

• In todays world where people are inundated with
  more data than they can process, dashboard design
  plays a very important role as it is the channel
  through which information flows to the
  decision-maker
• Top level executives do not have the time to wade
  through voluminous sets of reports
• Easy access to actionable information

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TYPES OF DASHBOARD

• Dashboards used for strategic purposes
• Analytic dashboard
• Operational dashboard

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KEY FEATURES OF A DASHBOARD

• Clarity
• Balance
• Appropriateness

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BEST PRACTICES (AESTHETICS)

• Layout and Clarity 3 and 10 seconds rule
• Use date windows so that end-users can change the
  date to see different report. 
• Band / highlight selected dates to so that users
  know what they are looking.
• Use effective colors 
• Use basic charts 
• Be smart with data labels 
• Let your users customize the dashboard
• Highlight important information
• Show metrics by dimension
• A good dashboard tells what is important and what
  is not

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BEST PRACTICES (KPI)

• Customizable KPI List
• Content is king. Do not roll out a new functional
  area (e.g. marketing, finance, etc.) until there
  are at least 3 to 5 KPIs available for users to
  select.
• Three to seven KPIs per tab seems to be most
  effective.
• Overall the median number of KPIs on most users
  dashboards is 20 across all functional areas.
  (e.g. 3 to 7 KPIs per tab, with 3 to 5 tabs).
• KPIs should be indicators only analysis is
  accomplished via drill-down.
• All KPIs should be drillable to access
  additional detail and conduct further analysis.
• Be judicious in your use of graphic icons and
  color coded indicators. Too many graphics or the
  proverbial spinning logo can quickly confuse or
  annoy users.

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APPROACHES

• Build a custom application
• Use a Dashboard Designing Tool
• Use of Big Vendors BI Tool
• Creating Dashboards using Excel

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CHOICE OF TOOL

• Heavy Analytics vs. Static reports
• Geographical data (i.e. Sales by Province in
  Canada) Map
• Data over time, ratio data, comparison of linear
  data Chart
• Snapshot data, single values (i.e. KPIs) Gauge
• Multidimensional data OLAP
• Other data Diagram

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CHOICE OF TOOL
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LATEST TOOLS

• Performance Point 2010
• Report Part SSRS R2
• Dundas
• Power Pivot
• PushBI

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DECOMPOSITION TREE
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SAMPLE DASHBOARD
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SAMPLE INTERACTIVE DASHBOARD
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SAMPLE INTERACTIVE DASHBOARD
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HANDS-ON

• Hands-on walk through of Power Pivot

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THANK YOU