What’s new in Dashboards IBM Cognos Analytics 11.1 What’s new in Dashboards 28-Nov-2018 Matt Denham, Offering Manager Business Analytics

SKILLS DIVERSITY Source Eckerson Group 2017 Data Consumers 60% Data Explorers 30% Casual Users Power Users Data Analysts 8% Data Scientists 2% Source Eckerson Group 2017

MENTAL MODEL Data Analysis Presentation On Premises Flat Files Modeling Exploring Reports Stories Dashboards Dashboards Cloud OLAP Accessible and Secure Distribution Data Analysis Presentation

BEFORE YOU START Who are you designing for? What’s the purpose? What’s the message you’re trying to convey? Before you start: 3 questions: - Who - What is the purpose - What is the message

WHO ARE YOU DESIGNING FOR? DATA CONSUMER Novice/Generalist First exposure to the subject Doesn’t want oversimplification Aware of the topic Looking for an overview understanding and major themes DATA EXPLORER Managerial In-depth Actionable Understanding of topic and detail Gets concepts and relationships DATA ANALYST Expert Discovery with great detail First, To whom are you communicating? This can help you to identify common ground that will help you ensure they hear your message. Second, What do you want your audience to know or do? You should be clear how you want your audience to act and take into account how you will communicate to them and the overall tone that you want to set for your communication. You should be clear how you want your audience to act and take into account how you will communicate to them and the overall tone that you want to set for your communication.

BEFORE YOU START Who are you designing for? What’s the purpose? What’s the message you’re trying to convey?

DISPARATE NEEDS HUMAN RESOURCES MARKETING PAY STUBS CAMPAIGN RESULTS TARGET ATTAINMENT FINANCIAL REPORTS KPI TRACKING THE ORGANIZATION FINANCE SALES PRODUCT DEVELOPMENT

WHAT’S THE PURPOSE Communicate to an Individual or a Group Communicate specific or generic information Provide a starting point Discovery Presentation in person or standalone Trying to communicate to too many different people with disparate needs at once, you put yourself in a position where you can’t communicate to any one of them as effectively as you could if you narrowed your target audience. Sometimes this means creating different communications for different audiences. What do you need your audience to know or do? What background information is relevant or essential? Who is the audience or decision maker? What do we know about them? What biases does our audience have that might make them supportive of or resistant to our message? What data is available that would strengthen our case? Is our audience familiar with this data, or is it new? What would a successful outcome look like? If you only had a limited amount of time or a single sentence to tell your audience what they need to know, what would you say?

BEFORE YOU START Who are you designing for? What’s the purpose? What’s the message you’re trying to convey?

Monitor and enable action to be taken as quickly as possible WHAT MESSAGE IS BEING CONVEYED OPERATIONAL Monitor and enable action to be taken as quickly as possible STRATEGIC KPIs provide the executive team with high-level overview of the state of the business ANALYTICAL Offer interactivity drill-down functionality, allowing the user to explore more of the data and get different insights ‘Does the CFO really need to know the servers are operating at 95% capacity?’ Think about the audience for the dashboard. The most effective dashboards target a single type of user and just display data specific to that ‘use case’. This step is often overlooked, leading to a dashboard that contains an overwhelming mix of data – some of which is relevant to one audience and confusing to another Operational - Think of an operational dashboard as monitoring the nerve centre of your business. Operational dashboards often require real-time or near real-time data to highlight issues or opportunities as they happen, and enable action to be taken as quickly as possible. Strategic / Executive - Strategic dashboards will typically provide the KPIs (Key Performance Indicators) that company executive teams track on a periodic (daily, weekly or monthly) basis. A strategic dashboard should provide the executive team with a high-level overview of the state of the business together with the opportunities the business faces. Analytical - this type of dashboard will offer drill-down functionality, allowing the user to explore more of the data and get different insights.

The Right Tool When to use a dashboard vs when to use a report

REPORTING Static Reports Interactive Reports Personalized Reports Pixel-perfect, authored for a purpose Interactive Reports Starting Point for exploration Personalized Reports Completely custom report, built by me and for me 1. Static Reports: A financial report which is a good example of the type of content that should be read only, centrally authored and tightly managed.  Many users will want to consume this content but only a select few would author it.  2. Interactive Reports: centrally authored, yet interactive, report that show sales growth.  There is the desire to filter the report, do groupings etc. to gain better insight into performance of different products, maybe in different regions.  The interactivity level is set by the author. 3. Personalized Reports. By clicking on the pencil in the top menu bar the user can edit the report - perhaps to add in other insights etc. The last click on the slide shows how the user can subscribe to this report with it personalized to how and when they want.  

Assemble objects from pre-built explorations and dashboards DASHBOARDING AUGMENTED ANALYTICS DELIVER INSIGHTS Assemble objects from pre-built explorations and dashboards Leverage statistical relationships and predictive models to analyze data while you build SELF SERVICE EASILY SHARED The ability to connect to live data means users can create interactive insights. Annotation helps users collaborate across teams to solve business problems

What’s New in Dashboards

HIGHLIGHTS LAYOUT INTERACTIONS VISUALIZATIONS FORMATTING AUGMENTED ANALYTICS ASSISTANT

LAYOUT Tabs and Freeform options removed from first page Updated properties for the canvas Positioning Page Size Snapping to grid and objects Tabs Colour Consistency Widgets Sizing Alignment options

FORMATTING Widget titles Font Size Colour Alignment Reset Visualization labels (axis, legends) Custom Colour Palette Data Formatting Currency Percentage Date/Time

VISUALIZATIONS View Data behind a visualization Lasso Insights Auto-binning New Visualizations Bullet Decision Tree Driver Analysis Hierarchy bubble Marimekko Spiral Sunburst Launch Explore

DASHBOARD HIGHLIGHTS 01. 02. 03. 04. 05. REUSE Reuse content from existing reports and dashboards 02. LAYOUT More flexible templates and system assisted layouts 03. FORMATTING More control over labels and styling in visualizations 04. GEOSPATIAL Create your own map polygons and interact with data 05. VISUALIZATION New visualizations including driver analysis

Thank You! © 2018 IBM Corporation

Backup