developing a dashboard to aid in effective project management

Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.

Developing a Dashboard to Aid in Effective Project Management

Developing a Dashboard to Aid in Effective Project Management

Ali Yorkos and Maureen MurraySAS Developers, University of Central FloridaAli Yorkos and Maureen MurraySAS Developers, University of Central Florida


IntroductionCMS Dashboard Project

Dashboard - to enhance Project Management

KPI(s) identified by Management

Data Visualizations – High Level & Detail Views


UCF CMS Dashboard


Technical Development Approaches

First – Tools Enterprise Guide SAS/GRAPH PROC GREPLAY

Second – Tools Enterprise Guide SAS/GRAPH Stored Processes SAS BI Dashboard


Common Elements of each Technical Approach

Table Development and Structure

Computed Fields for Alerts

Annotation facility


Table Structure and Relationships


SAS/GRAPH DevelopmentAnnotation Feature

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SAS/GRAPH DevelopmentUsing the Annotated Dataset

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First Technical Approach

SAS/GRAPH Development

PROC GREPLAY


SAS/GRAPH Development

Created in SAS Enterprise Guide 4

Vertical and Horizontal Bar Charts, Pie Charts

Modified SAS code for more robust graphs

Used .GIF format


PROC GREPLAY Procedure

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0 1

3

5

2

4


PROC GREPLAY Procedure

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Initial Dashboard Output


Why We Switched Development Tools

Management feedback from first design Requested different data visualizationsDrill Down Capability requested for most data

visualizations

Release of SAS BI Dashboard to use with the SSL Security Protocol


Second Technical Approach

Technical Design

Develop all Top Level data visualizations using ONLY the BI Dashboard Tool

But

our functional design required the use of Stored Processes to create Dashboard Indicators.


Why? – Stored Processes

Bar Graph with Reference Line Bar Graph - Stored Process


Second Technical Approach

SAS/GRAPH

Stored Processes to create Dashboard Indicators

SAS BI Dashboard


Manage Dashboards Manage Indicators


Dashboard Properties PageAssembly Indicators into a Dashboard Portlet


UCF CMS Dashboard


Pros / Cons of Tool Sets

GREPLAY Requires precise coding of

coordinates for Indicator Placement

No user customization available

On-going Maintenance may require modifications to both Indicator generation and placement code

.GIF Images were easier to line up but not as clear as ActiveX

SAS BI Dashboard Easy to use Web based interface

for Indicator Placement

User customization allowed

On-going Maintenance only requires modifications to Indicator generation code

ActiveX Images were clearer and provided ‘mouse over’ support


UCF CMS Dashboard


Contact Information Presentation Online at http://www.iroffice.ucf.edu/presentations/index.html

Office of Institutional Research Email: [email protected]

Ali Yorkos, [email protected] Maureen Murray, [email protected]

Web: http://www.iroffice.ucf.edu 12424 Research Parkway, Suite 215 Phone: (407) 823-5061 Fax: (407) 823-4769

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Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Copyright © 2007, SAS Institute Inc. All rights reserved. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration.

developing a dashboard to aid in effective project management

Technology

dashboard portlet

bi dashboard tool

ucf cms dashboard

sas code

activex sas bi dashboard

initial dashboard output

sas enterprise guide

trademarks of sas institute