2. When...
You need a KPI Daskboard
Internal or External to your organization
Available through any Web Browser
Up & running in a few hours
Complete, flexible and expandable
Requering absolutely no programming skills
Spreadsheet is all what you need to know
With absolutely NO investment
3. KPInstant gives you...
An online interactive dashboard
two distinct styles (modern &. gauge-vintage)
Alert indicators
Multiple perspectives
Selectable analytic dimensions
Evolution charts
Interactive help & interrelationships
… absolutely for free!
5. Step 1: Define measures
Fill a simple spreadsheet whose template you can
download from:
http://www.cbsolution.net/jnlp/samples/kpinstant/kpinstant.xls
Use one line for each measure, as shown in next
slides.
6. Identify measures
Not required
Not required
IfIfmeasure has
measure has
Enter % ifif
Enter % multiple
multiple
percentage and
percentage and dimension enter
dimension enter
## decimals
decimals them here
them here
separated by
separated by
comma,
comma,
example: client,
example: client,
store,
store,
product ...
product ...
This is the
This is the
name of your
name of your
KPI or measure
KPI or measure
Enter 'KPI' show measure in Dashboard. To use
Enter 'KPI' show measure in Dashboard. To use
perspectives enter name followed by ”perspective”.
perspectives enter name followed by ”perspective”.
Separate entries by commas.
Separate entries by commas.
7. Cross-reference measures
Not required
Not required
Those fields are not required and for documentation only,
Those fields are not required and for documentation only,
but can help user understand the measure. Also, ififyou
but can help user understand the measure. Also, you
reference other measures (inside square braces) their
reference other measures (inside square braces) their
values will be shown upon request, to assess, for example
values will be shown upon request, to assess, for example
how measure was computed.
how measure was computed.
8. Define control ranges
Values under
Values under
Ideal minimum
Ideal minimum Same
will be shown in Same
will be shown in considerations
considerations
yellow. (red –– yellow)
yellow. (red yellow)
apply to
apply to
maximum.
maximum.
Values under
Values under
allowed Not required
Not required
allowed
minimum will be
minimum will be
shown in red.
shown in red.
9. Step 2: Collect data
●You also use spreadsheet to collect data
●There is no predefined template
●Organize them as you wish
●Provide how many you need
●Fill & deploy them with any frequency
Just use named ranges to bind values to
●
measures.
10. 3 Kinds of data
Dimension keys:
Dimension keys:
relate values to
relate values to
Computed measures
Computed measures dimensions (what
dimensions (what
they refer to)
they refer to)
Data used to
Data used to
compute measures
compute measures
11. Defining named ranges
Special
TIME
range
Define range names to bind
Define range names to bind
Dimensions and measures to cells
Dimensions and measures to cells
12. How KPInstant reads data
KPInstant uses your named
KPInstant uses your named
ranges to understand
ranges to understand
spreadsheets. 2607 refers to
spreadsheets. 2607 refers to
“Pizzas Sold” measure for
“Pizzas Sold” measure for
“All Stores” (store dimension)
“All Stores” (store dimension)
on Feb/3/2010
on Feb/3/2010
13. Named ranges rules - 1
To create a named range using Excel, select the
cells and then choose Insert > Names.
Define a named range for each:
- measure (Col. A of measures spreadsheet,
but you will see an alternative)
- dimension (Col. E of measures spreadsheet)
Define the special named range TIME for the
implicit and always present time dimension. It
shall contain dates as number, formatted in
whatever way you wish (but shall be numeric!)
14. Named ranges rules - 2
Range names shall be all uppercase with any
character that is not letter or digit converted to
underscore, ex: “Net Sales” becomes
NET_SALES.
You can combine how many dimensions, time
and measure you wish either vertically or
horizontally.
Wrapping and MEASURES range can simplify
this task. See next examples.
15. Ranges Wrapping
AAshort range, like time range will
short range, like time range will
automatically wrap. Thus you can
automatically wrap. Thus you can
enter aa single value instead of
enter single value instead of
repeating it. The same way ifif you
repeating it. The same way you
have 33products to be cross-
have products to be cross-
combined with multiple clients you
combined with multiple clients you
need provide just 33cells.
need provide just cells.
16. The MEASURES range
MEASURES VALUES
Instead of using aa named rangefor
Instead of using named range for
each measure you can use aa single
each measure you can use single
range named MEASURES containing
range named MEASURES containing
measures name, bound to aa range
measures name, bound to range
named VALUES bound to actual
named VALUES bound to actual
measure values.
measure values.
17. Your dashboard is ready!
To use KPInstant, simply copy the definition (kpinstant.xls) and any data spreadsheets to a
folder or web location. Data spreadsheets can have any name (but shall also be .xls: Excel
97-2007 format).
Then point your browser at KPInstant (*):
http://www.cbsolution.net/site.oss/launch/kpinstant
(*) you need Java plugin in your browser (usually already present), you can check and
install it at:
http://www.java.com/en/download/dt_verify.jsp
Inside KPInstant choose:
My Dashboards > Open
And enter the name of folder or URL where you placed the spreadsheets.
To have a taste of KPInstant you can open the dashboard located at this URL (from which
next examples of a pizza store chain are taken):
http://www.cbsolution.net/jnlp/samples/kpinstant/tower-of-pizza/
18. The Modern style
Bullet
Bullet
chart
chart
shows
shows
status
status
Current
Current
Measures
Measures Value
Switch to Value
Switch to
different
different
perspective,
perspective,
You will get Alert Indicators
Alert Indicators
You will get ONLY shown ifif
aa different
different ONLY shown
set of yellow (alert) or
yellow (alert) or
set of red (action
measures
measures red (action Sparkline
required) Sparkline
required) shows
shows
trend
trend
19. The Vintage Style
Click on Preferences >>Vintage to
Click on Preferences Vintage to
change style,
change style,
Now let's go back to modern
Now let's go back to modern
style, spartan but more effective.
style, spartan but more effective.
20. Understanding measures
Click on
Click on
measure
measure
to display
to display
their
their
meaning
meaning
21. Visualizing evolution
Click on
Click on
spark line
spark line
to plot
to plot
evolution
evolution
22. Getting detail
Click on bullet
Click on bullet
chart for detail
chart for detail
and related
and related
measures
measures
23. Drill down
Selecting “Context” let you
Selecting “Context” let you
choose and combine
choose and combine
available dimensions.
available dimensions.
24. Suggestions
Start practicing with only 2-3 measures,
grow incrementally.
KPInstant uses same format of KPIStudio
(also free) that produces
great project documentation. Simply open
kpinstant.xls with KPIStudio and generate
PDF.
25. Q&A
Can I access directly my legacy data instead
of reading from spreadsheets?
Yes, you can use a REST interface to access any data you wish. Ask your
tech staff to contact support@cbsolution.net for detailed information
I am missing a certain feature...
We greatly appreciate any kind of suggestion. Please, let us know your
needs and whet you think of KPInstant to support@cbsolution.net
