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

2. 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

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

4. 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

5. 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.

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

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

8. 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?

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

10. 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.

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

12. 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.  

13. 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

14. What’s New in Dashboards

15. HIGHLIGHTS LAYOUT INTERACTIONS VISUALIZATIONS FORMATTING
AUGMENTED ANALYTICS
ASSISTANT

16. 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

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

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

19. 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

20. Thank You!
© 2018 IBM Corporation

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