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Building Bi Dashboards With SAS Gauges and SAS BI Portal


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Presentation by Dan McCreary, President, Dan McCreary & Associates

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Building Bi Dashboards With SAS Gauges and SAS BI Portal

  1. 1. Building BI Dashboards with SAS Gauges and SAS BI Portal Dan McCreary President Dan McCreary & Associates [email_address] (952) 931-9198
  2. 2. About this Presentation <ul><li>Designed for a group of BAs that were gathering requirements for a enterprise BI system </li></ul><ul><li>Focus on gathering precise requirements for information dashboard design using SAS BI tools </li></ul>
  3. 3. Objectives <ul><li>What are BI Dashboards? </li></ul><ul><li>How are they related to SAS scorecards? </li></ul><ul><li>How are they managed in SAS? </li></ul><ul><li>List Gauge Types </li></ul><ul><li>Give Report Specification Developers a Single Reference Card </li></ul>
  4. 4. Dashboard Benefits <ul><li>Visual presentation of performance measures </li></ul><ul><li>Ability to identify and correct negative trends </li></ul><ul><li>Measure efficiencies/inefficiencies </li></ul><ul><li>Ability to generate detailed reports showing new trends </li></ul><ul><li>Ability to make more informed decisions based on collected business intelligence </li></ul><ul><li>Align strategies and organizational goals </li></ul><ul><li>Save time over running multiple reports </li></ul>
  5. 5. The Auto Dashboard <ul><li>The auto reference model </li></ul><ul><li>Dummy lights “check engine” </li></ul><ul><li>No drill down </li></ul>Gas “Indicator”
  6. 6. Gas Gauge and Warning Range <ul><li>The arrow is the “current value” </li></ul><ul><li>The gauge has a “warning range” </li></ul><ul><li>In cars you can not customized the range to your risk preference </li></ul><ul><ul><li>(1/4, 1/8, 1/16 of a tank) </li></ul></ul><ul><li>Indicators can be customized to the preferences of a department, group, team or individual </li></ul>F E
  7. 7. Terms <ul><li>Dashboard – a collection of “portlets” </li></ul><ul><li>Portlet – a region of a portal page </li></ul><ul><li>JSR-168 – a standard for displaying portlets in any vendors portal </li></ul><ul><li>Indicator – a way to describe a metric with a set of known values </li></ul><ul><li>Gauge Type – a specific type of indicator such as a dial or bar </li></ul>
  8. 8. Sample SAS BI Architecture Operational Source Systems Staging OLAP Cubes Nightly Replication Fact Tables Metadata Registry Metadata Web Services Presentation Portlet Portlet Portlet Portlet Web Portal Excel Flash Dashboard Semantic Security HTML SAS Information Maps Conformed Dimensions
  9. 9. Data Freshness <ul><li>95% of the time a user can do analysis from data created from aggregates in the OLTP cube </li></ul><ul><li>Aggregates are created each night </li></ul><ul><li>Make sure your users understand that real-time data on the operational source systems will need special processing </li></ul><ul><li>Add an appropriate budgeting factor for any real-time requirements (see Dan for ROI spreadsheet) </li></ul>
  10. 10. Sample Dashboard
  11. 11. SAS Graph as a Portlet Generator
  12. 12. Steven Few Example with SAS Graph
  13. 13. About SAS 9.2 <ul><li>SAS 9.2 does not have native support for JSR-168 portlets </li></ul><ul><li>SAS 9.3 (due January 2009) will have better JSR-168 compliance </li></ul><ul><li>For this 2008 our goals will be to use the SAS portal tools within the SAS portal alone </li></ul><ul><li>2009 will focus on Portlet portability </li></ul>
  14. 14. Scorecard Standards <ul><li>Note that there are three data values and four ranges </li></ul>Threshold Target Stretch
  15. 15. Warning on the Semantics of the Word “Target” <ul><li>Most systems define the word “target” as a specific numeric value that a metric should be aspiring to or the goal value of an organization for a metric </li></ul><ul><li>Some non-standard systems (eg Thrivent) define “target” define target as a point between the yellow and the green areas of an indicator </li></ul><ul><li>Use precise words in your requirements </li></ul><ul><ul><li>Target Goal Value </li></ul></ul><ul><ul><li>Yellow/Green Separation Value </li></ul></ul>
  16. 16. SAS BI Range Registry
  17. 17. Creating a New Range Item
  18. 18. SAS Gauge Types <ul><li>Button </li></ul><ul><li>Curved Slider </li></ul><ul><li>Cylinders </li></ul><ul><li>Fancy Arrows </li></ul><ul><li>Gauge </li></ul><ul><li>Simple Tachometer </li></ul><ul><li>Dynamic Bullet Bar </li></ul><ul><li>Dynamic Dial </li></ul><ul><li>Dynamic Slider </li></ul><ul><li>Dynamic Speedometer </li></ul><ul><li>Dynamic Traffic Light </li></ul><ul><li>Marked Dial </li></ul><ul><li>Pointers </li></ul><ul><li>Reversed Tachometer </li></ul><ul><li>Simple Arrows </li></ul><ul><li>Simple Dial </li></ul><ul><li>Slider </li></ul><ul><li>Solid Tachometer </li></ul><ul><li>Traffic Light </li></ul><ul><li>Stylized Slider </li></ul><ul><li>Stylized Tachometer </li></ul><ul><li>Arrows </li></ul><ul><li>Vertical Slider </li></ul>
  19. 19. Dynamic Bullet Bar <ul><li>Actual value is the horizontal black line </li></ul><ul><li>Target is vertical black line </li></ul>Target Value Current Value
  20. 20. Dynamic Dial Meter <ul><li>The color of center of gauge is the current indicator value </li></ul>Target Value Current Value
  21. 21. Dynamic Slider <ul><li>Color of triangle reflect the current value </li></ul>Target Value Current Value
  22. 22. Dynamic Speedometer <ul><li>Great for people that like car gauges </li></ul><ul><li>Take up considerable screen real-estate </li></ul>Target Value Current Value
  23. 23. Dynamic Stoplight <ul><li>Display a simple color to indicate the status of a metric </li></ul><ul><li>Sometimes a simple design is the best </li></ul><ul><li>Note that some people are color-blind and will need more than color to show a value </li></ul>
  24. 24. Logical Model for BI Dashboards <ul><li>Portals have many dashboards </li></ul><ul><li>Dashboards have many portlets </li></ul><ul><li>Some portlets are associated with an indicator </li></ul><ul><li>Indicators display some metric that the user wants to measure and compares that metric with expected values </li></ul><ul><li>Some indicator use SAS Gauges </li></ul><ul><li>Gauges can reference a library of colors from a range item </li></ul>Dashboard Portlets Indicator Gauge Type Range Metric 1..N 1..1 1..1 1..1 1..1
  25. 25. Agility <ul><li>The business determines the metric to measure and the expected values: </li></ul><ul><ul><li>target </li></ul></ul><ul><ul><li>threshold </li></ul></ul><ul><ul><li>stretch </li></ul></ul><ul><li>Use range values from the range value registry </li></ul>
  26. 26. Process <ul><li>Gather business requirements about what values are relevant for your group </li></ul><ul><li>Read up on dashboard design and dashboard presentation concepts </li></ul><ul><li>Create prototypes for users </li></ul><ul><li>Review with usability team for “sanity check” </li></ul><ul><li>Build system on test environment </li></ul><ul><li>Migrate to production </li></ul>
  27. 27. Other to Build Rapid Prototypes <ul><li>Use Prototypes to gauge users reactions and to do basic dashboard layouts </li></ul><ul><li>Use Microsoft Excel and charts </li></ul><ul><li>Use Google Charts (REST) </li></ul>
  28. 28. Resources <ul><li>Books </li></ul><ul><ul><li>How to display (Steven Few) </li></ul></ul><ul><ul><li>What to measure ( Wayne Eckerson) </li></ul></ul><ul><li>Blogs </li></ul><ul><ul><li>Dan McCreary on Bullet Bars with Google Charts </li></ul></ul><ul><ul><li> </li></ul></ul><ul><li>SAS Training </li></ul><ul><ul><li>SAS BI Portal </li></ul></ul>
  29. 29. Information Dashboard Design <ul><li>Information Dashboard Design </li></ul><ul><li>Steven Few </li></ul><ul><li>O’Reilly 2006 </li></ul><ul><li>Excellent guide for the dashboard designer </li></ul><ul><li>Focus on usability </li></ul><ul><li>Based on actual studies of pattern recognition </li></ul>
  30. 30. Performance Dashboards <ul><li>Performance Dashboards: Measuring, Monitoring, and Managing Your Business . </li></ul><ul><li>Wayne W Eckerson </li></ul><ul><li>John Wiley & Sons 2006 </li></ul>
  31. 31. Wikipedia References <ul><li>Dashboards (management information systems) </li></ul><ul><li>Business Intelligence </li></ul><ul><li>Balanced scorecard </li></ul>
  32. 32. Questions? Dan McCreary President Dan McCreary & Associates [email_address] (952) 931-9198
  33. 33. Thank You! <ul><li>Please contact me for more information: </li></ul><ul><li>Enterprise Data Architecture </li></ul><ul><li>Business Intelligence </li></ul><ul><li>Data Warehouse </li></ul><ul><li>Metadata Management </li></ul><ul><li>Metadata Registries </li></ul><ul><li>Service Oriented Architectures </li></ul><ul><li>Semantic Web </li></ul><ul><li>Dan McCreary, President </li></ul><ul><li>Dan McCreary & Associates </li></ul><ul><li>Metadata Strategy Development </li></ul><ul><li>[email_address] </li></ul><ul><li>(952) 931-9198 </li></ul>