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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
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