MicroStrategy - Effective Business Dashboards

EFFECTIVE BUSINESS DASHBOARDS Presented by: Nikolai Nanov – Innova Consult Date: 17-Nov-2007

There are Four Categories of Business Dashboards, Each Providing Different Kinds of Business Value Benefits Dashboard Sophistication Increased User Adoption Operational Performance Transparency 1. Traditional Performance Summary Dashboards 2. Traditional Metrics Dashboards 3. Dynamic Content Dashboards 4. Dynamic Visualization Dashboards Organizational Alignment Better / Faster Decision-making

Category 1 – Traditional Performance Summary Dashboards Ideal for Communicating Summary Information and Alerts 1. Traditional Performance Summary Dashboards

Presents Several Sets of Data in Tables and Graphs

Provides At-a-Glance Comprehension of Information

Ideal for Communicating Summary Performance Information and Alerts to Managers

Business Application of Performance Summary Dashboards: Provides a Consolidated View from Across the Enterprise Data Warehouse Managers and Executives Operational Databases (e.g., CRM, Website, Supply Chain) SAP BW Cubes Hyperion Essbase Cubes Microsoft Analysis Cubes

Category 2 – Traditional Metrics Dashboards Ideal for Aligning Organizations to Common Goals 2. Traditional Metrics Dashboards

Displays Lists of Metrics

Compares Actual to Goals

Conveys Status and Trends with Graphical Indicators

Ideal for Aligning Organizations to Common Goals and Tracking Progress Toward Goals

Business Application of Traditional Metrics Dashboards Cascades Common Goals Throughout an Enterprise One Metric Dashboard Design Dashboard Content Is Tailored for Each Department Content Is Tailored for Each Level

Category 3 – Dynamic Content Dashboards Ideal for Making Better and Faster Decisions 3. Dynamic Content Dashboards

Synchronizes Many Reports within a Single Dashboard

Allows Users to Interactively Change Context of Analysis

Embeds Analytic Workflow to Assist Decision-making

Ideal for Making Better and Faster Decisions

Category 4 – Dynamic Visualization Dashboards Ideal for Conveying More Information to a Business User 4. Dynamic Visualization Dashboards

Displays More Data in Less Space with Advanced Visualizations

Conveys Changes over Time through Animated Graphs

Provide Analysis Control to the Users via Interactivity

Ideal for Making Better Decisions by Making the Information More Easier to Grasp

Business Application of Dynamic Dashboards Supports Decision-making by Converging the Insight from Many Reports into a Single Dashboard Several Reports Executed Sequentially and Repeatedly By The User Single Dynamic Dashboard Synchronized Views of the Data Augmented with Embedded Workflow

Example: Effective Dynamic Business Dashboards Sales Management Dashboard

Effective Dashboard Organization (1 of 2) Dashboard Design Should Mirror the User’s Analytical Workflow 1. Scan the KPIs

Look for exceptions by scanning multiple reports daily

2. Isolate the Problem

Look through several reports that contain detailed data to determine which specific area needs attention

3. Determine the Root Cause

Conduct OLAP analysis to analyze related dimensions to determine root cause of the problem

Effective Dashboard Organization (2 of 2) Dashboard Design Should Mirror the User’s Analytical Workflow Tabs Provide Detail on Additional Dimensions 1. Scan KPIs

Isolate the Problem

(Includes OLAP Analysis on Dashboard) 3. Determine the Root Cause Drill Directly to Detailed Reports ROLAP “Drill Anywhere” Through All Dimensions of the Data Warehouse

Empowering Business Users Beyond the Basic Dashboard 1. OLAP Capability Available Automatically on Any Dashboard OLAP Capability Is Available for All Tabular Grids • Pivot Columns • Sort Data • Add Subtotals • Insert Derived Metrics • Add Percent to Total • Add Rankings • Outline View • Scroll Bars • Lock Headers

Empowering Business Users Beyond the Basic Dashboard 2. Drill to Full Dedicated OLAP Window Users Can Drill to Full Dedicated ROLAP Window

Empowering Business Users Beyond the Basic Dashboard 3. WYSIWYG Design Capability Directly on the Dashboard

All Text Fields/Labels

All Attribute/ Metric fields

Format Text and Numbers

Borders, Colors, Shading

Alignment / Distribution

Spacing and Overlap

Ruler / Snap to Grid

WYSISYG Element Formatting

Insert Tables

Insert Charts

Insert Data Fields

Specify Color Gradients

Specify Layout Treatments

WYSISYG Data Visualization Design

Objects on/off the Layout

Create New Metrics

Add more data sets

Include data from multidimensional sources

Drag-n-drop to Change the Data

Drag-n-drop New Groups

Create New Selector Controls

Create Data Panels and Tabs

Add New Data Controls

Empowering Business Users Beyond the Basic Dashboard 4. E-mail Distribution and Offline Analysis with Dashboards E-mail Distributions Can Be Triggered by Schedules or by Exception Conditions Dashboard Embedded in E-mail Body Dashboard as File Attachment

Empowering Business Users Beyond the Basic Dashboard 5 . Offline Analysis with Dashboard Embedded in Microsoft Office Documents

Users can run dashboards directly from within their Office applications

Office documents retain full dashboard interactivity and all data offline

Users can refresh the data in the dashboard anytime with a single command

Word Excel PowerPoint

Dashboards are One of 5 Styles of BI Applications ANALYSIS REPORTING MONITORING Increasing Analytics & User Interactivity Advanced Analysis & Ad Hoc OLAP Analysis Reporting Scorecards & Dashboards Alerting & Proactive Notification Increasing Number & Range of Users Information Analysts • Business Managers • All Workers • Extranets • Customers

Ad Hoc Analysis

Predictive Analysis

Data Mining

Slice & Dice Investigative Analysis

Root Cause Determination

Page-perfect Operational Reporting

Pixel-perfect Business Reporting

Print-perfect Statements & Invoices

Performance Dashboards

Metrics Dashboards

Dynamic Dashboards

Massive Report Distribution

Exception-based Alerts

MicroStrategy’s Powerful ROLAP Engine Allows Users to “Surf and Save” Hundreds of Reports without Requiring IT to Build the Reports FROM A SINGLE REPORT DEFINITION Save New Reports for Personal Use

Share New Reports with Others

Full Security Automatically Applies

ROLAP Engine Delivers the Most Powerful Parameterization

Any Attribute (unique to ROLAP)

Any Metric (unique to ROLAP)

Any Aggregation (unique to ROLAP)

Any Filter

Any Format Auto Styles

ROLAP Drill Anywhere Lets users surf to any place in the database, dynamically generating new reports, never before designed. Users Can Save and Share Their New Reports Like book marking a web page Auto Personalization Automatically tailors the content presented to every user based on their security profile.

Dynamic Dashboards Provide A Powerful Way to Consolidate The Most Useful and Highly Used Reports into Convenient Packages Shared Reports Users Can “Surf and Save” Hundreds of Useful Reports Using ROLAP Drill-anywhere MicroStrategy Enterprise Manager Allows You to Identify Reports That are Run Frequently Together So that they Can Be Consolidated into Dashboards FROM A SINGLE REPORT DEFINITION

MicroStrategy’s New Dynamic Enterprise Dashboards Are An Integral Component of the Unified MicroStrategy 8 Architeecture

Industrial-strength Platform

Highest User Scalability

Highest Data Scalability

High performance

Sophisticated Analytics

World-class Security Arch.

Rapid Development

Powerful Administration

Easy Maintainability

Cube Databases Data Mart Data Warehouse Operational Database (CRM, RFID) Operational Database (ERP) Integrated Backplane Services Oriented Architecture Scorecards & Dashboards Reporting OLAP Advanced Analysis & Ad-Hoc Alerts & Proactive Notification Unified Web Interface

www.microstrategy.com/dynamicdashboards www.innovacons.com Thank you