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Developing a Dashboard to Aid in Effective Project Management Ali Yorkos and Maureen Murray SAS Developers, University of Central Florida
Introduction CMS Dashboard Project  ,[object Object],[object Object],[object Object]
UCF CMS Dashboard
Technical Development Approaches ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Common Elements of each Technical Approach ,[object Object],[object Object],[object Object]
Table Structure and Relationships
SAS/GRAPH Development Annotation Feature
SAS/GRAPH Development Using the  Annotated Dataset
First Technical Approach ,[object Object],[object Object],Bar size 2048
SAS/GRAPH Development ,[object Object],[object Object],[object Object],[object Object]
PROC GREPLAY Procedure 0 1 3 5 2 4
PROC GREPLAY Procedure
Initial Dashboard Output
Why We Switched Development Tools ,[object Object],[object Object],[object Object],[object Object]
Second Technical Approach ,[object Object],[object Object],[object Object],[object Object]
Why? – Stored Processes Bar Graph with Reference Line Bar Graph - Stored Process
Second Technical Approach ,[object Object],[object Object],[object Object]
Manage Dashboards  Manage Indicators
Dashboard Properties Page Assembly Indicators into a Dashboard Portlet
UCF CMS Dashboard
Pros / Cons of Tool Sets ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
UCF CMS Dashboard
Contact Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.

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Developing a Dashboard to Aid Project Management

Editor's Notes

  1. Copyright © 2007, SAS Institute Inc. All rights reserved.
  2. Requested by IR Dept Management to enhance tracking and coordination of technical support activities. IR Management defined the KPI with varied and ‘Alerts’ and ‘Need to Review’ items such as: Alert example- a project that stays in User test status for > 10 days or Need to Review example - projects due with a week. Initial Design requirements: a mixture of text Alerts and graphical data visualizations with some detail data views.
  3. – this is the end result of our development effort – this is our CMS Dashboard surfaced by the SAS BI Dashboard tool Due to the short amount of time we have we wanted to show the result of our development early into this presentation – the rest of the presentation how we achieved this result and answer the why to the technical choices we made. Copyright © 2007, SAS Institute Inc. All rights reserved.
  4. Background – management viewed this project as an opportunity for 2 SAS programmers to gain analytic and technical experience in Dashboard development. So both Ali and were assigned the project. For the initial Dashboard we developed in parallel using the first technical approach after feedback from management of the first dashboard we spilt up the data visualizations and used the second technical approach. When we started development, the SAS BI Dashboard tool had not yet been released. Therefore, we referred to the SAS/GRAPH Dashboard samples available at support.sas.com for development ideas and techniques. Copyright © 2007, SAS Institute Inc. All rights reserved.
  5. Common to each technical approach was the data preparation, the computations required to determine the Alerts etc… and our use of the SAS Annotation facility to enrich the graphs with Alerts or indicate areas of concern.. Copyright © 2007, SAS Institute Inc. All rights reserved.
  6. The source of our data is several PS/Oracle tables from the university’s Computer Services Dept in-house developed Project Management System. A single de-normalized dataset was created from these 7 Oracle tables. To support the requested data visualizations 5 SAS datasets were then created from the de-normalized table. Copyright © 2007, SAS Institute Inc. All rights reserved.
  7. Copyright © 2007, SAS Institute Inc. All rights reserved.
  8. Copyright © 2007, SAS Institute Inc. All rights reserved.
  9. Our management’s feedback requested different data visualizations and decided each visualization should include drill down capability to enhance the dashboard with detail data availability in conjunction with the high level at a glance functionality. Also, at this time SAS released the Dashboard tool which worked with the SSL protocol required by the university’s security policy for web/portal development.
  10. We used SAS/Graph, Stored Processes and the SAS BI Dashboard tool. Copyright © 2007, SAS Institute Inc. All rights reserved.
  11. Copyright © 2007, SAS Institute Inc. All rights reserved.
  12. Copyright © 2007, SAS Institute Inc. All rights reserved.
  13. Read slide
  14. Copyright © 2007, SAS Institute Inc. All rights reserved.
  15. Copyright © 2007, SAS Institute Inc. All rights reserved.