Guideline

Management Dashboard / Report

Course: Business Intelligence and IT

Handed in by Please insert all members of the group

Date: Please insert data of submission

Inhaltsverzeichnis

1. Allgemeine Informationen zum Dashboard......................................................................................3

2. Verwendete Kennzahlen und Dimensionen im Überblick...............................................................3
3. Verwendete Datenarten und Farben im Überblick...........................................................................4
4. Verwendete Schriften und Schriftgrößen im Überblick...................................................................4
5. Zahlenformate...................................................................................................................................5
6. Visualisierungsformen......................................................................................................................5
7. Interaktion.........................................................................................................................................5
8. Skizze des entwickelten Dashboards................................................................................................6
9. Fertige Lösung des Dashboards einfügen.........................................................................................6

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1. General Information Report/Dashboard

User group: please describe your target audience – who receives the
report/dashobard

Purpose of the report: Why does this report exist? What are the tasks the user group should
be able to fulfill with this report?

Interval: e.g.: annually, monthly, weekly, daily

Report author: e.g.: Board members, Sales repesentatives,…

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2. What are your facts and dimensions?

Table 1: Overview facts

Fact/KPI Description Calculation

e.g.: revenue, units,
contribution margin, …

Table 2: Overview dimensions

Dimension Description
e.g.: geographical area;
products, product groups, sales
rep, …

Please insert your data model (incl. relationships from PowerPivot here and describe your fact and
your dimension tables

Did you include additional information/data sets into your data model? Please describe where you got
your data from and how you integrated the data into your model.

e.g.: an additional Dimension for analysis (cluster car types by size – SUV vs. compact car)

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3. Data types and colors in use

Table 3: Overview data types and colors

Formatting Description Data Type Abbreviation

Filled black bars Current Month ACT Dec
(RGB: 0/0/0) (e.g.: December)

Filled black bars Accumulated information from the ACT cum. Dec
(RGB: 0/0/0) first of the year to the current date

Black boxes, white filling Budget current month BUD Dec

(RGB: 0/0/0) (e.g. December)

Black boxes, white filling Accumulated Budget from the first of BUD cum Dec.
(RGB: 0/0/0) the year to the current date

Green/red filled boxes Pos./neg. Deviation ∆ BU cum Dec.

(RGB: 0/0/0) ACT cum.– BUD cum.

Pos./neg. Deviation in percent ∆% BUD cum

Green/red pins Deviation / BUD cum. Dec.
(RGB: 0/0/0)

1.250 Green figures Positive deviation

(RGB: 0/176/80)

-1.250 Red figures Negative deviation

(RGB: 192/0/0)

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4. Used fonts and font sizes

Table 4: Overview fonts and font sizes

Content Font Font size

Title Arial 12
Data labels Arial 10
Comments Arial 10
…

5. Format of numerical information

Table 5: Formats

Data type Format

In Tsd. EUR Insert description using a format code (e.g.: #.##0,0)
In Euro Insert description using a format code (e.g.: #.###)
In Percent Insert description using a format code (e.g.: #.##0,0%)
In Units Insert description using a format code (e.g.: #.###)
…

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6. Chart types

Short description why and how to visualize data in our company? What are the general rules?.

Table 6: Overview on used chart types

Chart type Use when: Formatting principals

e.g.: column chart e.g.: to display ACT information on e.g.: No cut axes, direct labels, …
a monthly basis

7. Interaction

Short description on how to use interaction. What are the tools that should be used and how can they
be operated.

Table 7: Overview on used interaction types

Interaction type Use when Formatting principles

e.g.: filter To choose a different category Drop-Down
within one dimension .

Drill-Through
Drill-Down
Tooltip

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8. Sketch (dashboard) before implementing in Excel

Please insert sketch here

9. Screenshot of your report/dashboard

Please insert screenshot here

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