SlideShare a Scribd company logo
 
	
  
Dashboard	
  Webcast	
  
	
  
Hosted  by  Sanjeev  Da0a  >  
Prac6ce  Director  for  Cresco  Interna6onal

Moderated  by  Candace  Taylor  >  
Director  of  Marke6ng  for  Cresco  Interna6onal

February  11,  2015	
  
	
  
 
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Cresco	
  Interna1onal	
  >	
  
Brings  your  data  and  business  together  via  business  
intelligence  consul6ng,  analy6cs  soIware,  training  and  
support,  as  well  as  cloud.  

>  crescointl.com
>  Call  me  at  844.6.CRESCO
>  info@crescointl.com
 
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Cresco	
  Interna1onal	
  Clients	
  >	
  
 
Dashboard	
  Recipe?	
  
	
  
ü  Chose	
  Metrics	
  that	
  Ma-er	
  
	
  
ü  Keep	
  it	
  Visual	
  
	
  
ü  Make	
  it	
  Interac6ve	
  
	
  
ü  Keep	
  it	
  Current	
  
	
  
ü  Easy	
  Access	
  	
  
 
Dashboard	
  Receive?	
  
	
  
ü  Chose	
  Metrics	
  that	
  Ma-er	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
 
Dashboard	
  Receive?	
  
	
  
ü  Keep	
  it	
  Visual	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
 
Dashboard	
  Receive?	
  
	
  
ü  Make	
  it	
  Interac6ve	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
 
Dashboard	
  Receive?	
  
	
  
ü  Keep	
  it	
  Current	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
 
Dashboard	
  Receive?	
  
	
  
ü  Easy	
  Access	
  	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
 
Considera1ons	
  about	
  your	
  Audience	
  
	
  
ü  Role	
  –	
  Factors	
  that	
  help	
  make	
  the	
  decisions	
  
	
  
ü  Delivery	
  Method	
  –	
  Desktop	
  or	
  Device	
  
	
  
ü  Skills	
  Match	
  –	
  Data,	
  Dashboard	
  Technology,	
  Skills,	
  
Comfort	
  Zone	
  
	
  
ü  Workflow	
  &	
  Experience	
  Check	
  –	
  KPI	
  Familiarity,	
  Data	
  
Residence,	
  Terminology	
  
 
The	
  Perfect	
  Dashboard	
  Checklist	
  
ü  Scope	
  à	
  Broad	
  or	
  Focused	
  
	
  
ü  Approach	
  à	
  Strategic	
  or	
  Opera6onal	
  
	
  
ü  Time	
  Period	
  à	
  Historical,	
  Snapshot,	
  Real-­‐Time,	
  
Predic6ve	
  
	
  
ü  Customiza6on	
  à	
  Single	
  view	
  or	
  Customizable	
  
	
  
ü  Detail	
  Style	
  à	
  Top	
  view	
  or	
  Drillable	
  
	
  
 
The	
  Building	
  Blocks	
  
Ø  Form	
  
	
  
	
  
	
  
	
  
Ø  Structure	
  
	
  
Ø  Design	
  Principles	
  
Ø  Func6onality	
  
	
  
Timeliness	
   Connec1vity	
   Data	
  Density	
  
Aesthe6c	
  value	
   Data	
  Detail	
   Interac6vity	
  
Mobility	
   Collabora6on	
  
Flow	
   Rela1onship	
   Grouping	
  
 
Dashboard	
  Building	
  Blocks	
  
Ø  Design	
  Principles	
  
	
  
	
  
	
  
	
  
Ø  Func6onality	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  Compactness	
   Gradual	
  Reveal	
   Guide	
  AFen1on	
  
	
  Casual	
  use	
   Lead	
  to	
  Ac6on	
   Customizable	
  
Basics	
   Advanced	
  
Considered	
  for	
  any	
  Dashboard.	
  
Drill,	
  Filters,	
  Comparison,	
  Alerts	
  
Differen6ate	
  Dashboard	
  and	
  
provide	
  excep6onal	
  user	
  
control	
  and	
  value	
  
 
The	
  Design	
  
	
  
Interface	
  Design	
  
	
  
Informa6on	
  Display	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
 
The	
  Design	
  –	
  Interface	
  Design	
  
	
  
Ø  Simplicity	
  
Ø  Web	
  Design	
  Techniques	
  
Ø  Page	
  Organiza6on	
  –	
  	
  
§  Top	
  &	
  LeW	
  
§  Down	
  LeW	
  Side	
  
§  Center	
  
Ø  Grid	
  System	
  
	
  
	
  
IBM Business Analytics Dashboarding Tips > Cresco International
 
The	
  Design	
  –	
  Interface	
  Design	
  
	
  
Ø  White	
  Spaces	
  
Ø  Color	
  –	
  Earth	
  Tones	
  -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐>	
  
Ø  Display	
  Colors	
  	
  
§  Sequen6al	
  
§  Divergent	
  
§  Categorical	
  
Ø  Typography	
  
Ø  Background	
  
	
  
 
The	
  Design	
  –	
  Informa1on	
  Display	
  
	
  
Ø  Data	
  à	
  Story	
  à	
  Solu6on	
  	
  
Ø  What	
  Chart	
  is	
  Right?	
  
Ø  Dimensions	
  and	
  Measures	
  
Ø  Lines	
  connect	
  related	
  items	
  
Ø  Avoid	
  3D	
  Sca-er	
  plots	
  and	
  Pies	
  
Ø  Propor6onal	
  Scales	
  of	
  Bars	
  
	
  
	
  
The	
  Design	
  –	
  Informa1on	
  Display	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Chart	
  Type	
   Chart	
  Sugges1ons	
  
Rela6onship	
   Sca-er	
  Chart	
  –	
  Two	
  Variables	
  
Bubble	
  Chart	
  –	
  Three	
  Variables	
  
Distribu6on	
  	
   Column	
  Histogram	
  –	
  Few	
  Data	
  Points	
  
Line	
  Histogram	
  –	
  Many	
  Data	
  Points	
  
Sca-er	
  Chart	
  –	
  Two	
  Variables	
  
3D	
  Area	
  Chart	
  –	
  Three	
  Variables	
  
The	
  Design	
  –	
  Informa1on	
  Display	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Chart	
  Type	
   Data	
  Type	
   Chart	
  Sugges1ons	
  
Composi6on	
   Dynamic	
  Data	
  –	
  Few	
  Periods	
   Stacked	
  100%	
  Column	
  Chart	
  	
  
Stacked	
  Column	
  Chart	
  	
  	
  
Dynamic	
  Data	
  –	
  Many	
  Periods	
   Stacked	
  100%	
  Area	
  Chart	
  
Stacked	
  Area	
  Chart	
  
Sta6c	
  Data	
   Pie	
  Chart	
  
Waterfall	
  Chart	
  
Stacked	
  100%	
  Column	
  Chart	
  	
  
The	
  Design	
  –	
  Informa1on	
  Display	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Chart	
  Type	
   Data	
  Type	
   Chart	
  Sugges1ons	
  
Comparison	
   Two	
  Variables	
  per	
  Item	
   Variable	
  Width	
  Column	
  Chart	
  
Many	
  Categories	
   Table	
  Width	
  Embedded	
  Chart	
  
Few	
  Categories	
  –	
  Many	
  Items	
   Bar	
  Chart	
  
Few	
  Categories	
  –	
  Few	
  Items	
   Column	
  Chart	
  
Many	
  Periods	
  –	
  Cyclical	
  Data	
   Circular	
  Area	
  Chart	
  
Many	
  Periods	
  –	
  Non-­‐Cyclical	
  Data	
   Line	
  Chart	
  
Single	
  or	
  Few	
  Categories	
   Column	
  Chart	
  
Few	
  Periods	
  –	
  Many	
  Categories	
   Line	
  Chart	
  
The	
  Design	
  ?	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
The	
  Design	
  ?	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
The	
  Design	
  ?	
  
	
  
Ø  	
  Too	
  Complex	
  
	
  
Ø  Metrics	
  no	
  one	
  understand	
  
	
  
Ø  Bad	
  Graphics	
  
	
  
Ø  Underes6ma6ng	
  the	
  need	
  to	
  maintain	
  the	
  
dashboard	
  
	
  
	
  
	
  
The	
  Design	
  –	
  Fundamentals	
  
	
  
Ø  Reduce	
  Chart	
  Junk	
  and	
  Increase	
  Data	
  to	
  Ink	
  Ra6o	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
The	
  Design	
  –	
  Fundamentals	
  
	
  
Ø  Maximize	
  Contrast	
  between	
  data	
  and	
  background	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
The	
  Design	
  –	
  Fundamentals	
  
	
  
Ø  Readable	
  labels	
  –	
  Avoid	
  Rotated	
  labels	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
The	
  Design	
  –	
  Fundamentals	
  
	
  
Ø  Repe66on	
  is	
  bad	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
The	
  Design	
  –	
  Fundamentals	
  
	
  
Ø  Avoid	
  Smoothing	
  and	
  3D	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
The	
  Design	
  –	
  Fundamentals	
  
Ø  Use	
  Color	
  Variants	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
The	
  Design	
  –	
  Advanced	
  Fundamentals	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Type	
   Tips	
   Display	
  
Sparklines	
   Embed	
  in	
  tables	
  to	
  spot	
  trends	
  
and	
  values	
  in	
  data	
  
Treemaps	
   Box	
  size	
  and	
  colors	
  give	
  a	
  quick	
  
visual	
  appeal	
  and	
  understanding	
  
of	
  data	
  
Geographic	
  
Maps	
  
Used	
  for	
  High	
  Level	
  Details	
  
Alerts	
   Prevent	
  Over	
  aler6ng	
  –	
  too	
  many	
  
flash	
  lights	
  are	
  distrac6ng	
  
Dashboard	
  Design	
  –	
  Closing	
  Statements	
  
	
  
Ø  Dashboards	
  are	
  ROI	
  calculators	
  of	
  your	
  Data	
  
	
  
Ø  Dashboard	
  is	
  not	
  a	
  Report	
  
Ø  Successful	
  Dashboard	
  Measurement	
  
Ø  Internal	
  Dashboards	
  &	
  Logos	
  
Ø  Get	
  a	
  be-er	
  grasp	
  on	
  your	
  data	
  
	
  
Sources	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
IBM	
  Analy6cs	
  Zone,	
  IBM	
  Many	
  Eyes,	
  IBM	
  Watson	
  Analy6cs,	
  Juice	
  Analy6cs,	
  Google	
  Cognos	
  Images	
  
Dashboard	
  Styles	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Dashboard	
  Styles	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Dashboard	
  Styles	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
 
Cognos	
  Reports	
  >	
  Ac1ve	
  Reports	
  Promo	
  
>  We  are  running  a  promo6on  of  conver6ng  your
regular  Cognos  Reports  into  Ac6ve  Reports
>  Provides  next  genera6on  visuliza6on
>  Provides  dashboard  6ps  and  tricks  that  you  saw  in  
my  presenta6on  today.

For  more  informa6on  email  me  at  
sda0a@crescointl.com.
Q	
  
&	
  
A	
  
	
  
	
  
	
  
	
  
 
Upcoming	
  Events	
  >	
  
Ø  Live  in  Texas?  
Ø  Texas  SPSS  and  TM1  Workshops:  

February  24  –  TM1  Workshop  in  Aus6n

February  25  –  SPSS  Workshop  in  Houston

February  26  –  SPSS  Workshop  in  San  Antonio    
  

>  March  11  –  Watson  Analy6cs  Webcast  (Hosted  by  IBM  &  Cresco)
>  March  25  –  Varicent/Incen6ve  Compensa6on  Management  Webcast

For  more  informa6on  or  to  register  for  these  events,  contact  Candace  
Taylor  at  ctaylor@crescointl.com.
 
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Thanks	
  for	
  joining!	
  
Brings  your  data  and  business  together  via  business  
intelligence  consul6ng,  analy6cs  soIware,  training  
and  support,  as  well  as  cloud.  

Contact  Us  >
>  crescointl.com
>  Call  me  at  844.6.CRESCO
>  Email  me  directly  at  sda0a@crescointl.com

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IBM Business Analytics Dashboarding Tips > Cresco International

  • 1.     Dashboard  Webcast     Hosted  by  Sanjeev  Da0a  >   Prac6ce  Director  for  Cresco  Interna6onal Moderated  by  Candace  Taylor  >   Director  of  Marke6ng  for  Cresco  Interna6onal February  11,  2015    
  • 2.                     Cresco  Interna1onal  >   Brings  your  data  and  business  together  via  business   intelligence  consul6ng,  analy6cs  soIware,  training  and   support,  as  well  as  cloud.   >  crescointl.com >  Call  me  at  844.6.CRESCO >  info@crescointl.com
  • 3.                 Cresco  Interna1onal  Clients  >  
  • 4.   Dashboard  Recipe?     ü  Chose  Metrics  that  Ma-er     ü  Keep  it  Visual     ü  Make  it  Interac6ve     ü  Keep  it  Current     ü  Easy  Access    
  • 5.   Dashboard  Receive?     ü  Chose  Metrics  that  Ma-er                  
  • 6.   Dashboard  Receive?     ü  Keep  it  Visual                
  • 7.   Dashboard  Receive?     ü  Make  it  Interac6ve                
  • 8.   Dashboard  Receive?     ü  Keep  it  Current                  
  • 9.   Dashboard  Receive?     ü  Easy  Access                  
  • 10.   Considera1ons  about  your  Audience     ü  Role  –  Factors  that  help  make  the  decisions     ü  Delivery  Method  –  Desktop  or  Device     ü  Skills  Match  –  Data,  Dashboard  Technology,  Skills,   Comfort  Zone     ü  Workflow  &  Experience  Check  –  KPI  Familiarity,  Data   Residence,  Terminology  
  • 11.   The  Perfect  Dashboard  Checklist   ü  Scope  à  Broad  or  Focused     ü  Approach  à  Strategic  or  Opera6onal     ü  Time  Period  à  Historical,  Snapshot,  Real-­‐Time,   Predic6ve     ü  Customiza6on  à  Single  view  or  Customizable     ü  Detail  Style  à  Top  view  or  Drillable    
  • 12.   The  Building  Blocks   Ø  Form           Ø  Structure     Ø  Design  Principles   Ø  Func6onality     Timeliness   Connec1vity   Data  Density   Aesthe6c  value   Data  Detail   Interac6vity   Mobility   Collabora6on   Flow   Rela1onship   Grouping  
  • 13.   Dashboard  Building  Blocks   Ø  Design  Principles           Ø  Func6onality                Compactness   Gradual  Reveal   Guide  AFen1on    Casual  use   Lead  to  Ac6on   Customizable   Basics   Advanced   Considered  for  any  Dashboard.   Drill,  Filters,  Comparison,  Alerts   Differen6ate  Dashboard  and   provide  excep6onal  user   control  and  value  
  • 14.   The  Design     Interface  Design     Informa6on  Display                    
  • 15.   The  Design  –  Interface  Design     Ø  Simplicity   Ø  Web  Design  Techniques   Ø  Page  Organiza6on  –     §  Top  &  LeW   §  Down  LeW  Side   §  Center   Ø  Grid  System      
  • 17.   The  Design  –  Interface  Design     Ø  White  Spaces   Ø  Color  –  Earth  Tones  -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐>   Ø  Display  Colors     §  Sequen6al   §  Divergent   §  Categorical   Ø  Typography   Ø  Background    
  • 18.   The  Design  –  Informa1on  Display     Ø  Data  à  Story  à  Solu6on     Ø  What  Chart  is  Right?   Ø  Dimensions  and  Measures   Ø  Lines  connect  related  items   Ø  Avoid  3D  Sca-er  plots  and  Pies   Ø  Propor6onal  Scales  of  Bars      
  • 19. The  Design  –  Informa1on  Display                           Chart  Type   Chart  Sugges1ons   Rela6onship   Sca-er  Chart  –  Two  Variables   Bubble  Chart  –  Three  Variables   Distribu6on     Column  Histogram  –  Few  Data  Points   Line  Histogram  –  Many  Data  Points   Sca-er  Chart  –  Two  Variables   3D  Area  Chart  –  Three  Variables  
  • 20. The  Design  –  Informa1on  Display                           Chart  Type   Data  Type   Chart  Sugges1ons   Composi6on   Dynamic  Data  –  Few  Periods   Stacked  100%  Column  Chart     Stacked  Column  Chart       Dynamic  Data  –  Many  Periods   Stacked  100%  Area  Chart   Stacked  Area  Chart   Sta6c  Data   Pie  Chart   Waterfall  Chart   Stacked  100%  Column  Chart    
  • 21. The  Design  –  Informa1on  Display                             Chart  Type   Data  Type   Chart  Sugges1ons   Comparison   Two  Variables  per  Item   Variable  Width  Column  Chart   Many  Categories   Table  Width  Embedded  Chart   Few  Categories  –  Many  Items   Bar  Chart   Few  Categories  –  Few  Items   Column  Chart   Many  Periods  –  Cyclical  Data   Circular  Area  Chart   Many  Periods  –  Non-­‐Cyclical  Data   Line  Chart   Single  or  Few  Categories   Column  Chart   Few  Periods  –  Many  Categories   Line  Chart  
  • 22. The  Design  ?                              
  • 23. The  Design  ?                              
  • 24. The  Design  ?     Ø   Too  Complex     Ø  Metrics  no  one  understand     Ø  Bad  Graphics     Ø  Underes6ma6ng  the  need  to  maintain  the   dashboard        
  • 25. The  Design  –  Fundamentals     Ø  Reduce  Chart  Junk  and  Increase  Data  to  Ink  Ra6o                        
  • 26. The  Design  –  Fundamentals     Ø  Maximize  Contrast  between  data  and  background                        
  • 27. The  Design  –  Fundamentals     Ø  Readable  labels  –  Avoid  Rotated  labels                        
  • 28. The  Design  –  Fundamentals     Ø  Repe66on  is  bad                        
  • 29. The  Design  –  Fundamentals     Ø  Avoid  Smoothing  and  3D                        
  • 30. The  Design  –  Fundamentals   Ø  Use  Color  Variants                        
  • 31. The  Design  –  Advanced  Fundamentals                               Type   Tips   Display   Sparklines   Embed  in  tables  to  spot  trends   and  values  in  data   Treemaps   Box  size  and  colors  give  a  quick   visual  appeal  and  understanding   of  data   Geographic   Maps   Used  for  High  Level  Details   Alerts   Prevent  Over  aler6ng  –  too  many   flash  lights  are  distrac6ng  
  • 32. Dashboard  Design  –  Closing  Statements     Ø  Dashboards  are  ROI  calculators  of  your  Data     Ø  Dashboard  is  not  a  Report   Ø  Successful  Dashboard  Measurement   Ø  Internal  Dashboards  &  Logos   Ø  Get  a  be-er  grasp  on  your  data    
  • 33. Sources                               IBM  Analy6cs  Zone,  IBM  Many  Eyes,  IBM  Watson  Analy6cs,  Juice  Analy6cs,  Google  Cognos  Images  
  • 34. Dashboard  Styles                              
  • 35. Dashboard  Styles                              
  • 36. Dashboard  Styles                              
  • 37.   Cognos  Reports  >  Ac1ve  Reports  Promo   >  We  are  running  a  promo6on  of  conver6ng  your regular  Cognos  Reports  into  Ac6ve  Reports >  Provides  next  genera6on  visuliza6on >  Provides  dashboard  6ps  and  tricks  that  you  saw  in   my  presenta6on  today. For  more  informa6on  email  me  at   sda0a@crescointl.com.
  • 38. Q   &   A          
  • 39.   Upcoming  Events  >   Ø  Live  in  Texas?   Ø  Texas  SPSS  and  TM1  Workshops:   February  24  –  TM1  Workshop  in  Aus6n February  25  –  SPSS  Workshop  in  Houston February  26  –  SPSS  Workshop  in  San  Antonio       >  March  11  –  Watson  Analy6cs  Webcast  (Hosted  by  IBM  &  Cresco) >  March  25  –  Varicent/Incen6ve  Compensa6on  Management  Webcast For  more  informa6on  or  to  register  for  these  events,  contact  Candace   Taylor  at  ctaylor@crescointl.com.
  • 40.                     Thanks  for  joining!   Brings  your  data  and  business  together  via  business   intelligence  consul6ng,  analy6cs  soIware,  training   and  support,  as  well  as  cloud.   Contact  Us  > >  crescointl.com >  Call  me  at  844.6.CRESCO >  Email  me  directly  at  sda0a@crescointl.com