Business Dashboards - PeopleReady BI Summit

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This is from the Minneapolis PeopleReady BI Summit on 4/7/2009.

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Business Dashboards - PeopleReady BI Summit

  1. 1. Business Dashboards Dan English Principal Consultant – Business Intelligence Architect DanE@magenic.com http://denglishbi.spaces.live.com
  2. 2. Who am I? Dan English http://denglishbi.spaces.live.com/ • Developing with Microsoft technologies for over 12 years • Over 5 years experience with Data Warehousing and Business Intelligence • Experienced in ETL and Analysis Services development, requirements gathering, and data modeling • Microsoft Certified IT Professional (MCITP) and Microsoft Certified Technology Specialist (MCTS) • PASSMN 2009 – Executive Board Chair • YouTube Videos - http://youtube.com/user/denglishbi • MSN Videos (Soapbox) - http://video.msn.com/video.aspx?mkt=en- us&user=-3657354010876223112
  3. 3. Who is Magenic?  Founded in 1995, Magenic is a technical consulting firm focused exclusively on Microsoft technologies and has designed and delivered more than 500 Microsoft- based applications  Headquartered in Minneapolis, with offices in Chicago, Boston, Atlanta and San Francisco  2005 Microsoft Partner of the Year, Custom Development Solutions – Technical Innovation  2007 Microsoft Partner of the Year Finalist, Data Management  Microsoft Gold Certified Partner and National Systems Integrator  Over 200 consultants
  4. 4. Today’s Agenda • Microsoft Business Intelligence Offering • Dashboard Overview (and Election Demo) • Dashboard Design and Functionality • Dashboard Demos • Summary and Q&A
  5. 5. Quick Audience Poll • How many SQL/BI Developers? Managers? Others? • How many are using Excel, Access, or Reporting Services for information delivery? • How many are currently using dashboards or portals? • How about scorecards?
  6. 6. Today’s Agenda • Microsoft Business Intelligence Offering • Dashboard Overview (and Election Demo) • Dashboard Design and Functionality • Dashboard Demos • Summary and Q&A
  7. 7. Microsoft Business Intelligence Offering BUSINESS USER EXPERIENCE Self-Service access & insight Data exploration & analysis Predictive analysis BUSINESS MIDDLE TIER Dashboards & Scorecards Excel Services Web based forms & workflow Collaboration Enterprise Search Enterprise Content Mgmt LOB data integration DATA INFRASTRUCTURE & BI PLATFORM Analysis Services (OLAP) Reporting Services Integration Services (ETL) Data Mining Data Warehousing
  8. 8. Today’s Agenda • Microsoft Business Intelligence Offering • Dashboard Overview (and Election Demo) • Dashboard Design and Functionality • Dashboard Demos • Summary and Q&A
  9. 9. Dashboard Overview Dashboards help you become: • Focused • Aligned • Effective Display and deliver information in a user-friendly way.
  10. 10. Dashboard Overview – Election Demo
  11. 11. Dashboard Overview – Election Demo
  12. 12. Dashboard Overview Why are dashboards important? 1.“You cannot manage what you do not measure” - How are you doing compared to previous performance, goals, and benchmarks? 2.“What gets watched, gets done” - Workers will strive to perform well when they know how they are being evaluated.
  13. 13. Dashboard Overview Manage Measure Achieve strategic Optimize objectives Monitor performance Increase corporate agility Leverage information
  14. 14. Dashboard Overview - Benefits Communicate Refine Strategy Increase Visibility Strategy Increase Increase Consistent View Coordination Motivation Reduce Costs and Redundancy Deliver Actionable Empower Users Information • Get rid of data silos • Single version of truth
  15. 15. Dashboard Overview Business Intelligence (BI) is the foundation upon which dashboards grow and flourish. Focus to align people and processes with strategic objectives and make smart, timely decisions. BI encompasses Data Warehousing (DW) and data integration technologies as well as query, reporting, and analysis tools.
  16. 16. Today’s Agenda • Microsoft Business Intelligence Offering • Dashboard Overview (and Election Demo) • Dashboard Design and Functionality • Dashboard Demos • Summary and Q&A
  17. 17. Dashboard Design and Functionality Do not overwhelm your audience, just because you can do it doesn’t mean that you should. Keep things simple and deliver what is needed.
  18. 18. Dashboard Design and Functionality When it comes to BI tools, dashboards, and user analysis, “one size does not fit all” You need to know the intended audience and purpose: • Standard reports • KPIs • Scorecards • Strategy Maps • Query/Reporting tools • OLAP • Spreadsheets • Charts/Gauges • Data Mining • Ad-hoc reporting/design tools
  19. 19. Dashboard Design and Functionality Provide information in a systematic • Give them all the data they want and structured way. • Only the data they really need • And only when they need it
  20. 20. Dashboard Design and Functionality Highlight anomalies in a graphical interface and give users option to investigate the detail if they desire
  21. 21. Today’s Agenda • Microsoft Business Intelligence Offering • Dashboard Overview (and Election Demo) • Dashboard Design and Functionality • Dashboard Demos • Summary and Q&A
  22. 22. Business Dashboards Dashboard Demos
  23. 23. Business Dashboards - Demos
  24. 24. Business Dashboards - Demos
  25. 25. Business Dashboards - Demos
  26. 26. Today’s Agenda • Microsoft Business Intelligence Offering • Dashboard Overview (with Election Demo) • Dashboard Design and Functionality • Dashboard Demos • Summary and Q&A
  27. 27. Business Dashboard Summary • Become more focused and aligned • Keep them simple, yet effective • Know your audience and their needs • “One size does not fit all” • Highlight anomalies and provide analysis option
  28. 28. Sources Presidential Interactive 2008 Election Map http://www.npr.org/news/specials/election2008/2008-election- map.html#/president?view=race08 Effectively Communicating Numbers: Selecting the Best Means and Manner of Display (http://download.microsoft.com/download/a/2/1/a2133c6c-b75d- 46c7-9bc5- 91493c62cfa5/Effectively_Communicating_Numbers.pdf) Stephen Few Perceptual Edge November 2005 Common Pitfalls in Dashboard Design (http://download.microsoft.com/download/1/6/e/16ef48ad-412d- 487e-887e- 3e12dec5f58d/Common_Pitfalls_in_Dashboard_Design.pdf ) Stephen Few Perceptual Edge February 2006
  29. 29. Resources Microsoft BI Site http://www.microsoft.com/bi/ PerformancePoint Home Site http://www.microsoft.com/business/performancepoint/default.aspx PerformancePoint Developer Portal http://msdn.microsoft.com/en-us/office/bb660518.aspx PerformancePoint Team Blog http://blogs.msdn.com/performancepoint/default.aspx Channel9 MSDN BI Screencasts http://channel9.msdn.com/Showforum.aspx?forumid=38&tagid=277 SQL Server Best Practices http://msdn.microsoft.com/en-us/sqlserver/bb671432.aspx Microsoft Virtual Labs (TechNet and MSDN) http://www.microsoft.com/events/vlabs/default.mspx Dashboard Zone http://www.dashboardzone.com Magenic Blogs http://blog.magenic.com/blogs
  30. 30. Contact Information – Thank You! Contact us to find out how your business can benefit from a complimentary strategy session with one of our consultants and look into one of our BI quickstart engagements. Dan - http://denglishbi.spaces.live.com Magenic - info@magenic.com

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