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Dashboards Best Practice
| Last Year
Yellowfin CEO, Glen Rabie
Senior Technical Consultant, Ivan Seow
Your presenters
Point•Dot 1
•Dot 2
Yellowfin focuses on the latter
Point•Dot 1
•Dot 2
2 Types of BI
There is 2 types of Business Intelligence.
1.Analysis for and by the individual; versus
2.Productionised mass distribution of pre-defined analysis
Point•Dot 1
•Dot 2
Yellowfin focuses 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
Point•Dot 1
•Dot 2
Why Dashboards?
Help people to do their jobs1.Easier than opening a dozen reports
2.Summarized view of the users ‘world’
3.A simpler way to consume data
Point•Dot 1
•Dot 2
Todays Session
Starting OutDashboard design and planning
Best Practice #1
Design the dashboard tab for a specific
purpose
| Functional Delivery
1. Operational vs Analytical
2. Focus on a single subject area per tab
3. So What? Can the user act on the data?
How will the dashboard be used?
| Smart Phone ConversionWithout focus…
Best Practice #2
Ensure data high consistency & quality
| Functional DeliveryData Quality Matters
Best Practice #3
Plan well & make it relevant
| Functional DeliveryWho is the dashboard for?
| Smart Phone ConversionWhat and Where?
Best Practice #4
Display important metrics through KPI
dashboards
| Smart Phone ConversionKPI Metrics
UsageUser interaction and analysis
Best Practice #5
Start with the big picture
| Smart Phone ConversionNo to massive reports on the tab
| Smart Phone ConversionSummary to Detailed
Best Practice #6
Dashboards should be interactive
• Drill Down
• Drill Through
• Drill Anywhere
• Analytic Filters
• Time Sliders
• Series Selection
Users want to engage with their data
Best Practice #7
Less is more keep it simple
Making it easy to consume
1. Display less reports per tab
2. Clarity & Readability
3. At-a-glance-insight
4. Performance – must be fast!
FormattingHelp the user to help themselves
Best Practice #8
Draw the users attention to what is important
Use color to highlight extremes
Best Practice #9
Select layout to assist information flow
Natural alignment, with logical order of charts for context and ease of understanding
Complementary placement
Best Practice #10
Position & size content to reflect relative
importance
Top Left – Critical Content
Users usually scan left to right, top to bottom (yellow area first, then blue area)
More Important, More Space
Best Practice #11
Pretty is not the objective,
communication is!
Insight? What Insight?
Best Practice #12
Plan for Mobile BI & Device Independence
Best Practice #12
ConclusionQuestions
| Last Year
@YellowfinBI
More Information
Yellowfin www.yellowfinbi.com
Feedback & [email protected]
Yellowfin LinkedIn User Group