1. This document discusses best practices for designing dashboards using Yellowfin BI software. It emphasizes designing dashboards for specific purposes and audiences, focusing on key metrics and ensuring data quality and consistency. 2. The document provides 12 best practices for dashboard design, such as focusing on a single subject area per tab, making dashboards interactive, keeping them simple with less information, and ensuring visuals draw attention to important data. 3. It stresses the importance of planning dashboards to meet user needs, be relevant to different teams, and work on mobile devices to allow information to be easily consumed.

1. Dashboard Best
Practice Webinar
Getting the most out of your
strategic BI technology

2. Who you will be chatting to the the next 45mins
Senior Consultant, Ivan Seow
Consultant, Cameron Deed

3. Dashboards
What are they all about?

4. 2 Types of BI
There are two types of Business Intelligence
1. Analysis for and by the individual
versus
2. Productionised mass distribution of pre-defined analysis

5. Yellowfin on the latter
BI for the BI Consumer
Yellowfin is not just an Analyst tool
Yellowfin is for the BI Consumer
A focus on what business users want and need
Trying to figure out how data actually gets used in organizations

6. Why Dashboards?
Helping people to do their jobs
Easier than opening a dozen reports
Summarized view of the user's "world"
A simpler way to consume data

7. Today's session

8. Starting Out
Dashboard design and planning

9. Best Practice #1
Design the dashboard for a specific purpose
Operational vs Analytical
Focus on a single subject area per tab
Can the user act on the data?

10. Best Practice #2
Ensure high data consistency and quality

11. Best Practice #3
Plan well & make it relevant
Know your audience
Tailor each dashboard for a specific group
Different needs
Different data
Display metrics that are of value for different departments/teams
How would we start this design process?

13. What & Where?

14. Best Practice #4
Display important metrics through KPI dashboards

15. Usage
User interaction and analysis

16. Best Practice #5
Start with the big picture in mind
The dashboard has a clear purpose
Contains high level summaries
Avoids information cramming
Can the dashboard answer the core what and why questions?

17. No massive reports on the tab
Keep it short & sharp

18. Summary to Detailed

19. Best Practice #6
Dashboards should (must) be interactive
Drill Down
Drill Through
Drill Anywhere
Analytical Filters
Time Sliders
Series Selection

20. Best Practice #7
Less is More - Keep it Simple
Display less reports per tab
Clarity and Readability
At-a-glance insight
Performance - must be fast!

21. Formatting
Help the user to help themselves

22. Best Practice #8
Draw the users attention the right way
Key points and areas stand out
Use colors appropriately and consistently
Users can generate conclusions fast
Quickly see areas of concern/potential

23. Best Practice #9
Complementary Layout & Placement
Natural alignment and flow
Ease of understanding
Logical ordering
Filters
Reports

24. Best Practice #10
Position & Size to Reflect Importance

25. More Important, More Space
Size to Reflect Importance

26. Best Practice #11
Communication is the Objective
Make data the center of attention
Features should never detract or distract
Strong connection between visuals and data

27. Insight? What Insight?

28. Best Practice #12
Plan for Mobile & Device Independence
How will it look and feel on a tablet?
How will the information be consumed?
Plan for small screen real estate
Easy to understand reports
Create and publish once

29. Questions

30. More Information
@YellowfinBI
Yellowfin LinkedIn User Group
Yellowfin
www.yellowfinbi.com
Feedback and Questions
pr@yellowfin.bi