Dashboard Best

Practice Webinar

Getting the most out of your

strategic BI technology
Who you will be chatting to the the next 45mins

Senior Consultant, Ivan Seow

Consultant, Cameron Deed

Dashboards
What are they all about?
2 Types of BI
There 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 Out
Dashboard design and planning
Best Practice #1
Design 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 #2
Ensure high data consistency and quality
Best Practice #3
Plan well & make it relevant

Know your audience

Tailor each dashboard for a specific group

Different needs
Different data

Display metrics that are of value for different departments/teams

How would we start this design process?

What & Where?
Best Practice #4
Display important metrics through KPI dashboards
Usage
User interaction and analysis
Best Practice #5
Start 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 tab
Keep it short & sharp
Summary to Detailed
Best Practice #6
Dashboards should (must) be interactive

Drill Down

Drill Through

Drill Anywhere

Analytical Filters

Time Sliders

Series Selection
Best Practice #7
Less is More - Keep it Simple

Display less reports per tab

Clarity and Readability

At-a-glance insight

Performance - must be fast!

Formatting
Help the user to help themselves
Best Practice #8
Draw 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 #9
Complementary Layout & Placement

Natural alignment and flow

Ease of understanding

Logical ordering
Filters
Reports
Best Practice #10
Position & Size to Reflect Importance
More Important, More Space
Size to Reflect Importance
Best Practice #11
Communication 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 #12
Plan 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

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Yellowfin
www.yellowfinbi.com

Feedback and Questions

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