This document discusses best practices for designing dashboards. It outlines 12 best practices: 1) Design dashboards for a specific purpose, 2) Ensure consistent, high-quality data, 3) Make dashboards relevant to intended users, 4) Display important metrics through KPI dashboards, 5) Start with a high-level overview, 6) Make dashboards interactive, 7) Keep dashboards simple, 8) Draw attention to important information using color, 9) Select layouts that assist information flow, 10) Position/size content to reflect relative importance, 11) Prioritize communication over aesthetics, 12) Plan for mobile and device independence.

1. Dashboards Best Practice

2. Your presenters Year
| Last
Yellowfin CEO, Glen Rabie
Senior Technical Consultant, Ivan Seow

3. Yellowfin focuses on the latter
Point
•Dot 1
•Dot 2

4. 2 Types of BI
There is 2 types of Business Intelligence.
Point for and by the individual;
1.Analysis
•Dot 1
versus
•Dot 2
2.Productionised mass distribution of pre-
defined analysis

5. Yellowfin focuses on the latter
BI for
Point the BI Consumer
•Dot 1
Yellowfin is not just an Analyst tool
•Dot 2
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?
Help
Point people to do their jobs
•Dot 1 than opening a dozen reports
1.Easier
•Dot 2
2.Summarized view of the users ‘world’
3.A simpler way to consume data

7. Todays Session
Point
•Dot 1
•Dot 2

8. Starting Out
Dashboard design and planning

9. Best Practice #1
Design the dashboard
tab for a specific
purpose

10. | Functional Delivery
How will the dashboard be used?
1. Operational vs Analytical
2. Focus on a single subject area per
tab
3. So What? Can the user act on the
data?

11. Without focus… Phone Conversion
| Smart

12. Best Practice #2
Ensure data high
consistency & quality

13. Data Quality Matters Delivery
| Functional

14. Best Practice #3
Plan well & make it
relevant

15. Who is the Functional Delivery
| dashboard for?

16. What and Where? Phone Conversion
| Smart

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

18. KPI Metrics Smart Phone Conversion
|

19. Usage
User interaction and analysis

20. Best Practice #5
Start with the big picture

21. No to massive reports on Conversion
| Smart Phone the tab

22. Summary toSmart Phone Conversion
| Detailed

23. Best Practice #6
Dashboards should be
interactive

24. Users want to engage with their data
• Drill Down
• Drill Through
• Drill Anywhere
• Analytic Filters
• Time Sliders
• Series Selection

25. Best Practice #7
Less is more keep it
simple

26. Making it easy to consume
1. Display less reports per tab
2. Clarity & Readability
3. At-a-glance-insight
4. Performance – must be fast!

27. Formatting
Help the user to help themselves

28. Best Practice #8
Draw the users attention
to what is important

29. Use color to highlight extremes

30. Best Practice #9
Select layout to assist
information flow

31. Complementary placement
Natural alignment, with logical
order of charts for context and
ease of understanding

32. Best Practice #10
Position & size content
to reflect relative
importance

33. Top Left – Critical Content
Users usually scan left to right,
top to bottom (yellow area first,
then blue area)

34. More Important, More Space

35. Best Practice #11
Pretty is not the
objective,
communication is!

36. Insight? What Insight?

37. Best Practice #12
Plan for Mobile BI &
Device Independence

38. Best Practice #12

39. Conclusion
Questions

40. More InformationYear
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Yellowfin
www.yellowfinbi.com
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