1. TITLE OF PRESENTATION
PRESENTER

2. What is a Dashboard?

3. What is a Dashboard?

4. What is a Dashboard?

5. What is a Dashboard?

6. What is a Dashboard?

7. Definition
“an easy to read, often single page, real-time user interface, showing a graphical presentation of the current status (snapshot) and historical trends of an organization’s key performance indicators to enable instantaneous and informed decisions to be made at a glance.”
Source: Wikipedia

8. Let’s boil that down… easy to read presentation
current status and trends
key performance indicators

9. Step 1 – Identify Audience
Who will use the dashboard?
How will they use it?

10. Step 2 - Identify KPI’s Key Performance Indicator (KPI)
Measure of something that indicates success
Determine what is important
Displayed as number, chart, or gauge
How can it be grouped?
Is it appropriate to display trend

11. SMART KPI’s Specific – focused expectations
Measurable – quantitative, target
Achievable – data is available
Relevant – important to the audience
Time – predefined period

12. Step 3 – Identify Visuals
What visualization best represents your KPI?
Consider Time Phase
Point in Time vs. Historical
Consider Grouping
No groups, few groups, many groups

13. Suggested Visuals Point in Time - No Grouping
Single Value, Gauge
Point in Time - Groups Under 5
Text Grid, Bar Graph, Pie Chart
Point in Time - Groups
Text Grid, Bar Graph
Historical Data - No Grouping
Line Chart, Area Chart, Directional Indicator
Historical Data - Groups Under 5
Line Chart, Area Chart

14. Step 4 - Build Identify or create queries to retrieve the KPI’s
Create the visual elements
Place items on dashboard in an organized fashion

15. Tips Do not try to include too much information
Do not get caught up in visuals
Do select KPI’s that will indicate success to the intended audience

16. alio Intelligence Tools
Dashboards
Multi-tab environment to hold various reports, graphs, and KPI’s
Web Intelligence
Reports, graphs
Analytics
KPI visuals (gauges, traffic lights)
Xcelsius
Advanced dashboards and interactive visualizations

17. Web Intelligence
Document List
New -> Web Intelligence Document

18. Select Universe

19. Build Query

20. Adjust Visual Right click -> Turn To -> Horizontal table
Bar chart

21. Save It

22. Create Dashboard My Dashboard Corporate Dashboard
Available only to current user
Corporate Dashboard
Available to any (authorized) user

23. Name and Location

24. Click Edit Dashboard
Choose Corporate Analytics from the Toolbox

25. Drag and Drop

26. Finishing Up
Right click to select the specific part you want to include
Position the analytic the way you like it
Save and Exit Edit Mode

27. Finished Dashboard