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.
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
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?
40. More InformationYear
| Last
Yellowfin
www.yellowfinbi.com
Feedback & Questions
pr@yellowfin.bi @YellowfinBI
Yellowfin LinkedIn User Group
Editor's Notes
Is the data available? Is it accurate and consistent? Poor quality data will derail the best dashboard designs
High level summaries (What) Zoom/Drill into detailed data (Why, Where, How)
High level summaries (What) Zoom/Drill into detailed data (Why, Where, How)
Stepping through Yellowfin Dashboard tab here
Direct users ’ attention to key data (alerts, conditional formatting) Use text & colours appropriately
Data is the center of attention Communicate the right information clearly to the user for faster decision-making Remove anything that is not central to information absorption
Device independent Same content (author once, consume anywhere) Similar, but test for user experience