Dashboards Best Practice
Your presenters Year          | LastYellowfin CEO, Glen RabieSenior Technical Consultant, Ivan Seow
Yellowfin focuses on the latterPoint•Dot 1•Dot 2
2 Types of BIThere is 2 types of Business Intelligence.Point for and by the individual;1.Analysis•Dot 1versus•Dot 22.Produ...
Yellowfin focuses on the latterBI forPoint the BI Consumer•Dot 1 Yellowfin is not just an Analyst tool•Dot 2 Yellowfin is ...
Why Dashboards?HelpPoint people to do their jobs•Dot 1 than opening a dozen reports1.Easier•Dot 22.Summarized view of the ...
Todays SessionPoint•Dot 1•Dot 2
Starting OutDashboard design and planning
Best Practice #1  Design the dashboard    tab for a specific         purpose
| Functional DeliveryHow will the dashboard be used?1. Operational vs Analytical2. Focus on a single subject area per   ta...
Without focus… Phone Conversion          | Smart
Best Practice #2     Ensure data high   consistency & quality
Data Quality Matters Delivery        | Functional
Best Practice #3    Plan well & make it         relevant
Who is the Functional Delivery         | dashboard for?
What and Where? Phone Conversion         | Smart
Best Practice #4     Display important    metrics through KPI        dashboards
KPI Metrics Smart Phone Conversion          |
UsageUser interaction and analysis
Best Practice #5Start with the big picture
No to massive reports on Conversion         | Smart Phone the tab
Summary toSmart Phone Conversion        | Detailed
Best Practice #6  Dashboards should be       interactive
Users want to engage with their data•   Drill Down•   Drill Through•   Drill Anywhere•   Analytic Filters•   Time Sliders•...
Best Practice #7   Less is more keep it          simple
Making it easy to consume1. Display less reports per tab2. Clarity & Readability3. At-a-glance-insight4. Performance – mus...
FormattingHelp the user to help themselves
Best Practice #8Draw the users attention  to what is important
Use color to highlight extremes
Best Practice #9  Select layout to assist    information flow
Complementary placementNatural alignment, with logicalorder of charts for context andease of understanding
Best Practice #10 Position & size content   to reflect relative       importance
Top Left – Critical ContentUsers usually scan left to right,top to bottom (yellow area first,then blue area)
More Important, More Space
Best Practice #11      Pretty is not the         objective,     communication is!
Insight? What Insight?
Best Practice #12   Plan for Mobile BI &  Device Independence
Best Practice #12
ConclusionQuestions
More InformationYear           | LastYellowfinwww.yellowfinbi.comFeedback & Questionspr@yellowfin.bi                      ...
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Yellowfin BI Dashboard Best Practices

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  • Is the data available? Is it accurate and consistent? Poor quality data will derail the best dashboard designs
  • High level summaries (What) Zoom/Drill into detailed data (Why, Where, How)
  • High level summaries (What) Zoom/Drill into detailed data (Why, Where, How)
  • Stepping through Yellowfin Dashboard tab here
  • Direct users ’ attention to key data (alerts, conditional formatting) Use text & colours appropriately
  • Data is the center of attention Communicate the right information clearly to the user for faster decision-making Remove anything that is not central to information absorption
  • Device independent Same content (author once, consume anywhere) Similar, but test for user experience
  • Yellowfin BI Dashboard Best Practices

    1. 1. Dashboards Best Practice
    2. 2. Your presenters Year | LastYellowfin CEO, Glen RabieSenior Technical Consultant, Ivan Seow
    3. 3. Yellowfin focuses on the latterPoint•Dot 1•Dot 2
    4. 4. 2 Types of BIThere is 2 types of Business Intelligence.Point for and by the individual;1.Analysis•Dot 1versus•Dot 22.Productionised mass distribution of pre-defined analysis
    5. 5. Yellowfin focuses on the latterBI forPoint the BI Consumer•Dot 1 Yellowfin is not just an Analyst tool•Dot 2 Yellowfin is for the BI consumer•A focus on what business users wantand need•Trying to figure out how data actuallygets used in organizations
    6. 6. Why Dashboards?HelpPoint people to do their jobs•Dot 1 than opening a dozen reports1.Easier•Dot 22.Summarized view of the users ‘world’3.A simpler way to consume data
    7. 7. Todays SessionPoint•Dot 1•Dot 2
    8. 8. Starting OutDashboard design and planning
    9. 9. Best Practice #1 Design the dashboard tab for a specific purpose
    10. 10. | Functional DeliveryHow will the dashboard be used?1. Operational vs Analytical2. Focus on a single subject area per tab3. So What? Can the user act on the data?
    11. 11. Without focus… Phone Conversion | Smart
    12. 12. Best Practice #2 Ensure data high consistency & quality
    13. 13. Data Quality Matters Delivery | Functional
    14. 14. Best Practice #3 Plan well & make it relevant
    15. 15. Who is the Functional Delivery | dashboard for?
    16. 16. What and Where? Phone Conversion | Smart
    17. 17. Best Practice #4 Display important metrics through KPI dashboards
    18. 18. KPI Metrics Smart Phone Conversion |
    19. 19. UsageUser interaction and analysis
    20. 20. Best Practice #5Start with the big picture
    21. 21. No to massive reports on Conversion | Smart Phone the tab
    22. 22. Summary toSmart Phone Conversion | Detailed
    23. 23. Best Practice #6 Dashboards should be interactive
    24. 24. Users want to engage with their data• Drill Down• Drill Through• Drill Anywhere• Analytic Filters• Time Sliders• Series Selection
    25. 25. Best Practice #7 Less is more keep it simple
    26. 26. Making it easy to consume1. Display less reports per tab2. Clarity & Readability3. At-a-glance-insight4. Performance – must be fast!
    27. 27. FormattingHelp the user to help themselves
    28. 28. Best Practice #8Draw the users attention to what is important
    29. 29. Use color to highlight extremes
    30. 30. Best Practice #9 Select layout to assist information flow
    31. 31. Complementary placementNatural alignment, with logicalorder of charts for context andease of understanding
    32. 32. Best Practice #10 Position & size content to reflect relative importance
    33. 33. Top Left – Critical ContentUsers usually scan left to right,top to bottom (yellow area first,then blue area)
    34. 34. More Important, More Space
    35. 35. Best Practice #11 Pretty is not the objective, communication is!
    36. 36. Insight? What Insight?
    37. 37. Best Practice #12 Plan for Mobile BI & Device Independence
    38. 38. Best Practice #12
    39. 39. ConclusionQuestions
    40. 40. More InformationYear | LastYellowfinwww.yellowfinbi.comFeedback & Questionspr@yellowfin.bi @YellowfinBI Yellowfin LinkedIn User Group
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