BI Dashboard Best Practices Webinar 2016 (Slides)
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The document outlines best practices for creating effective dashboards for business intelligence users, emphasizing the importance of user relevance, functionality, and clarity. It suggests organizing data into tabs by subject, using appropriate visual elements, and maintaining a consistent design to enhance user engagement and understanding. Key takeaways include focusing on audience needs, ensuring clarity in chart representation, and facilitating data-driven decisions across platforms.
BI Dashboard Best Practices Webinar 2016 (Slides)
- 1. Dashboard Best Practices 2016 v.2
- 3. What do business-users want?
- 6. 2 types of BI users
- 7. Dashboards for the BI Consumer
- 8. 1 - Purpose
- 9. Who is the dashboard for?
- 10. What data do you need?
- 12. How will the dashboard be used?
- 14. Make dashboards an engaging experience Examine data further with Tooltips Drill Brushing Filters Date Slider Series Selection Map Zoom & Layers
- 15. 2 - Summarize
- 16. Single subject area per tab Don't overwhelm
- 18. Display important metrics with KPIs
- 19. 3 - Relevance
- 20. Is it relevant to your audience
- 21. 5 - Visual Fit
- 22. Right chart to tell your story
- 23. 6 - Layout
- 26. Allocate layout by importance - Before Reports in the wrong order Athlete Regional Metrics - wrong shape Bubble - not wide enough to be clear Campaign effectiveness - clear Agency Sales over Time - too small Heat Grid - clear
- 27. Allocate layout by importance - After Athlete Regional Metrics - correct shape & size Bubble - double width now, easier to read Campaign Effectiveness - slightly more space Agency Sales over Time - double width, easier to read Heat Grid - clear
- 28. 7 - Clarity
- 29. Titles What does this chart represent?
- 30. Descriptions
- 31. Conditional Formatting Rank Flag Camp Country Invoiced Profit Cost Rating % of Max 1 Italy $8,882,013.53 2 Austria $7,447,954.66 3 USA $5,642,422.04 4 Australia $4,490,174.68 5 New Zealand $3,637,444.43 6 Japan $2,185,357.28 7 Germany $1,681,510.02 8 Canada $1,458,473.15 9 Armenia $1,296,521.07 10 Finland $1,145,911.31 Colours to highlight extremes Icon alerts Flags
- 32. Annotations and Reference Lines Use annotation sparingly Annotations get more attention Higher dwell time
- 33. 8 - Consistency
- 34. Consistency
- 35. 9 - Trust
- 37. 10 - Share
- 38. Any Platform, Any Device