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
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?
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?
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?
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!
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
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
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