MicroStrategy - Effective Business Dashboards


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Presentation about Business intelligence using MircoStrategy Dashboards

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  • Hello everyone. I’m Nikolai Nanov and I’ll be presenting to you on the topic of Effective Business Dashboards. The goal of this session is illustrate for you some highly effective business dashboard, and to highlight the design aspects that makes them highly effective.
  • MicroStrategy - Effective Business Dashboards

    1. 1. EFFECTIVE BUSINESS DASHBOARDS Presented by: Nikolai Nanov – Innova Consult Date: 17-Nov-2007
    2. 2. 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
    3. 3. Category 1 – Traditional Performance Summary Dashboards Ideal for Communicating Summary Information and Alerts 1. Traditional Performance Summary Dashboards <ul><li>Presents Several Sets of Data in Tables and Graphs </li></ul><ul><li>Provides At-a-Glance Comprehension of Information </li></ul>Ideal for Communicating Summary Performance Information and Alerts to Managers
    4. 4. 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
    5. 5. Category 2 – Traditional Metrics Dashboards Ideal for Aligning Organizations to Common Goals 2. Traditional Metrics Dashboards <ul><li>Displays Lists of Metrics </li></ul><ul><li>Compares Actual to Goals </li></ul><ul><li>Conveys Status and Trends with Graphical Indicators </li></ul>Ideal for Aligning Organizations to Common Goals and Tracking Progress Toward Goals
    6. 6. 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
    7. 7. Category 3 – Dynamic Content Dashboards Ideal for Making Better and Faster Decisions 3. Dynamic Content Dashboards <ul><li>Synchronizes Many Reports within a Single Dashboard </li></ul><ul><li>Allows Users to Interactively Change Context of Analysis </li></ul><ul><li>Embeds Analytic Workflow to Assist Decision-making </li></ul>Ideal for Making Better and Faster Decisions
    8. 8. Category 4 – Dynamic Visualization Dashboards Ideal for Conveying More Information to a Business User 4. Dynamic Visualization Dashboards <ul><li>Displays More Data in Less Space with Advanced Visualizations </li></ul><ul><li>Conveys Changes over Time through Animated Graphs </li></ul><ul><li>Provide Analysis Control to the Users via Interactivity </li></ul>Ideal for Making Better Decisions by Making the Information More Easier to Grasp
    9. 9. 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
    10. 10. Example: Effective Dynamic Business Dashboards Sales Management Dashboard
    11. 11. Effective Dashboard Organization (1 of 2) Dashboard Design Should Mirror the User’s Analytical Workflow 1. Scan the KPIs <ul><li>Look for exceptions by scanning multiple reports daily </li></ul>2. Isolate the Problem <ul><li>Look through several reports that contain detailed data to determine which specific area needs attention </li></ul>3. Determine the Root Cause <ul><li>Conduct OLAP analysis to analyze related dimensions to determine root cause of the problem </li></ul>
    12. 12. Effective Dashboard Organization (2 of 2) Dashboard Design Should Mirror the User’s Analytical Workflow Tabs Provide Detail on Additional Dimensions 1. Scan KPIs <ul><li>Isolate the Problem </li></ul>(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
    13. 13. 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
    14. 14. Empowering Business Users Beyond the Basic Dashboard 2. Drill to Full Dedicated OLAP Window Users Can Drill to Full Dedicated ROLAP Window
    15. 15. Empowering Business Users Beyond the Basic Dashboard 3. WYSIWYG Design Capability Directly on the Dashboard <ul><li>All Text Fields/Labels </li></ul><ul><li>All Attribute/ Metric fields </li></ul><ul><li>Format Text and Numbers </li></ul><ul><li>Borders, Colors, Shading </li></ul><ul><li>Alignment / Distribution </li></ul><ul><li>Spacing and Overlap </li></ul><ul><li>Ruler / Snap to Grid </li></ul>WYSISYG Element Formatting <ul><li>Insert Tables </li></ul><ul><li>Insert Charts </li></ul><ul><li>Insert Data Fields </li></ul><ul><li>Specify Color Gradients </li></ul><ul><li>Specify Layout Treatments </li></ul>WYSISYG Data Visualization Design <ul><li>Objects on/off the Layout </li></ul><ul><li>Create New Metrics </li></ul><ul><li>Add more data sets </li></ul><ul><li>Include data from multidimensional sources </li></ul>Drag-n-drop to Change the Data <ul><li>Drag-n-drop New Groups </li></ul><ul><li>Create New Selector Controls </li></ul><ul><li>Create Data Panels and Tabs </li></ul>Add New Data Controls
    16. 16. 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
    17. 17. Empowering Business Users Beyond the Basic Dashboard 5 . Offline Analysis with Dashboard Embedded in Microsoft Office Documents <ul><li>Users can run dashboards directly from within their Office applications </li></ul><ul><li>Office documents retain full dashboard interactivity and all data offline </li></ul><ul><li>Users can refresh the data in the dashboard anytime with a single command </li></ul>Word Excel PowerPoint
    18. 18. 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 <ul><li>Ad Hoc Analysis </li></ul><ul><li>Predictive Analysis </li></ul><ul><li>Data Mining </li></ul><ul><li>Slice & Dice Investigative Analysis </li></ul><ul><li>Root Cause Determination </li></ul><ul><li>Page-perfect Operational Reporting </li></ul><ul><li>Pixel-perfect Business Reporting </li></ul><ul><li>Print-perfect Statements & Invoices </li></ul><ul><li>Performance Dashboards </li></ul><ul><li>Metrics Dashboards </li></ul><ul><li>Dynamic Dashboards </li></ul><ul><li>Massive Report Distribution </li></ul><ul><li>Exception-based Alerts </li></ul>
    19. 19. 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 <ul><li>Share New Reports with Others </li></ul><ul><li>Full Security Automatically Applies </li></ul><ul><li>ROLAP Engine Delivers the Most Powerful Parameterization </li></ul><ul><li>Any Attribute (unique to ROLAP) </li></ul><ul><li>Any Metric (unique to ROLAP) </li></ul><ul><li>Any Aggregation (unique to ROLAP) </li></ul><ul><li>Any Filter </li></ul><ul><li>Any Format Auto Styles </li></ul>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.
    20. 20. 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
    21. 21. MicroStrategy’s New Dynamic Enterprise Dashboards Are An Integral Component of the Unified MicroStrategy 8 Architeecture <ul><li>Industrial-strength Platform </li></ul><ul><ul><li>Highest User Scalability </li></ul></ul><ul><ul><li>Highest Data Scalability </li></ul></ul><ul><ul><li>High performance </li></ul></ul><ul><ul><li>Sophisticated Analytics </li></ul></ul><ul><ul><li>World-class Security Arch. </li></ul></ul><ul><ul><li>Rapid Development </li></ul></ul><ul><ul><li>Powerful Administration </li></ul></ul><ul><ul><li>Easy Maintainability </li></ul></ul>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
    22. 22. www.microstrategy.com/dynamicdashboards www.innovacons.com Thank you