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Dashboard Methodology Ray Kemp SAP Crystal Solutions Seminar “DASHBOARDS MADE EASY” An introduction to SAP Crystal Dashboard Design

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Page 1: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology Ray Kemp SAP Crystal Solutions Seminar

“DASHBOARDS MADE EASY” An introduction to SAP Crystal Dashboard Design

Page 2: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

What are dashboards and what do they look like?

Why would we need a dashboard over a traditional report or a spreadsheet?

How would we design and implement a dashboard?

What architecture needs to exist behind the scenes?

Page 3: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

What are dashboards and what do they look like?

Why would we need a dashboard over a traditional report or a spreadsheet?

How would we design and implement a dashboard?

What architecture needs to exist behind the scenes?

Page 4: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Page 5: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Page 6: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

What are dashboards and what do they look like?

Why would we need a dashboard over a traditional report or a spreadsheet?

How would we design and implement a dashboard?

What architecture needs to exist behind the scenes?

Page 7: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Page 8: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Page 9: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Page 10: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Page 11: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Spreadsheet overload

Page 12: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Page 13: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

What are dashboards and what do they look like?

Why would we need a dashboard over a traditional report or a spreadsheet?

• Visually easier to understand and display

• All in one place

• Portable

• Automated

• One version of the truth

Page 14: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

What are dashboards and what do they look like?

Why would we need a dashboard over a traditional report or a spreadsheet?

How would we design and implement a dashboard?

What architecture needs to exist behind the scenes?

Page 15: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Example:

Direct Gov are a web based portal

that provide a large amount of public

services online.

Crucial to their business are the statistics behind the usage of the site.

• How many hits does each department get?

• Where do they come from?

• What are the trends of usage over a defined period?

• Can we split these figures over departments?

Page 16: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Page 17: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

KPI’s and details are agreed with the “board” based on discussions with

the relevant managers, users, owners ...

• Is it ... how many hits does each department get?

• Is it ... where do they come from?

• Is it ... what are the trends of usage over a defined period?

• Is it ... can we split these figures over departments?

• Will this dashboard project add value?

Page 18: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Where does all the data come from for the information we wish to display?

MS SQL Server Oracle

Page 19: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Page 20: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Page 21: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Page 22: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

What are dashboards and what do they look like?

Why would we need a dashboard over a traditional report or a spreadsheet?

How would we design and implement a dashboard?

What architecture needs to exist behind the scenes?

Page 23: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Delivery Method

Dashboard Methodology

Data Layer

Data Connector (ODBC, OLEDB, Native, etc…)

Data

Connectivity

Universe

Dashboard Connectivity XML Web Service Live Office

Dashboard On interval On open On demand Refresh

Page 24: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Dashboard Methodology

Data Layer

Data Connector (ODBC, OLEDB, Native, etc…)

Data

Connectivity

Universe Dashboard

Connectivity

Dashboard On interval On open On demand Refresh

Delivery Method

Page 25: Dashboard Methodology - DSCallards · Dashboard Methodology What are dashboards and what do they look like? Why would we need a dashboard over a traditional report or a spreadsheet?

Thank you