m d copyright 2008 dan mccreary & associates1 building bi dashboards with sas gauges and sas bi...
TRANSCRIPT
Copyright 2008 Dan McCreary & Associates 1
M
D
Building BI Dashboards withSAS Gauges and SAS BI Portal
Dan McCrearyPresident
Dan McCreary & [email protected]
(952) 931-9198
Copyright 2008 Dan McCreary & Associates 2
M
D
About this Presentation
• Designed for a group of BAs that were gathering requirements for a enterprise BI system
• Focus on gathering precise requirements for information dashboard design using SAS BI tools
Copyright 2008 Dan McCreary & Associates 3
M
D
Objectives
• What are BI Dashboards?
• How are they related to SAS scorecards?
• How are they managed in SAS?
• List Gauge Types
• Give Report Specification Developers a Single Reference Card
Copyright 2008 Dan McCreary & Associates 4
M
D
Dashboard Benefits
• Visual presentation of performance measures • Ability to identify and correct negative trends • Measure efficiencies/inefficiencies • Ability to generate detailed reports showing new
trends • Ability to make more informed decisions based on
collected business intelligence • Align strategies and organizational goals • Save time over running multiple reports
Copyright 2008 Dan McCreary & Associates 5
M
D
The Auto Dashboard
• The auto reference model• Dummy lights “check engine”• No drill down
Gas “Indicator”
Copyright 2008 Dan McCreary & Associates 6
M
D
Gas Gauge and Warning Range
• The arrow is the “current value”
• The gauge has a “warning range”
• In cars you can not customized the range to your risk preference– (1/4, 1/8, 1/16 of a tank)
• Indicators can be customized to the preferences of a department, group, team or individual
F
E
Copyright 2008 Dan McCreary & Associates 7
M
D
Terms
• Dashboard – a collection of “portlets”
• Portlet – a region of a portal page
• JSR-168 – a standard for displaying portlets in any vendors portal
• Indicator – a way to describe a metric with a set of known values
• Gauge Type – a specific type of indicator such as a dial or bar
Copyright 2008 Dan McCreary & Associates 8
M
D
Sample SAS BI ArchitectureOperational
SourceSystems
Staging OLAP Cubes
NightlyReplication Fact Tables
ConformedDimensions
Metadata Registry
Metadata Web Services
Presentation
Portlet Portlet
Portlet Portlet
Web Portal
Excel
Flash
Dashboard
Semantic
Security
HTML
SASInformation
Maps
Copyright 2008 Dan McCreary & Associates 9
M
D
Data Freshness
• 95% of the time a user can do analysis from data created from aggregates in the OLTP cube
• Aggregates are created each night• Make sure your users understand that real-time
data on the operational source systems will need special processing
• Add an appropriate budgeting factor for any real-time requirements (see Dan for ROI spreadsheet)
Copyright 2008 Dan McCreary & Associates 10
M
D
Sample Dashboard
Copyright 2008 Dan McCreary & Associates 11
M
D
SAS Graph as a Portlet Generator
Copyright 2008 Dan McCreary & Associates 12
M
D
Steven Few Example with SAS Graph
Copyright 2008 Dan McCreary & Associates 13
M
D
About SAS 9.2
• SAS 9.2 does not have native support for JSR-168 portlets
• SAS 9.3 (due January 2009) will have better JSR-168 compliance
• For this 2008 our goals will be to use the SAS portal tools within the SAS portal alone
• 2009 will focus on Portlet portability
Copyright 2008 Dan McCreary & Associates 14
M
D
Scorecard Standards
• Note that there are three data values and four ranges
Threshold Target Stretch
Copyright 2008 Dan McCreary & Associates 15
M
D
Warning on the Semantics of the Word “Target”
• Most systems define the word “target” as a specific numeric value that a metric should be aspiring to or the goal value of an organization for a metric
• Some non-standard systems (eg Thrivent) define “target” define target as a point between the yellow and the green areas of an indicator
• Use precise words in your requirements– Target Goal Value
– Yellow/Green Separation Value
Copyright 2008 Dan McCreary & Associates 16
M
D
SAS BI Range Registry
Copyright 2008 Dan McCreary & Associates 17
M
D
Creating a New Range Item
Copyright 2008 Dan McCreary & Associates 18
M
D
SAS Gauge Types• Button• Curved Slider• Cylinders• Fancy Arrows• Gauge• Simple Tachometer• Dynamic Bullet Bar• Dynamic Dial• Dynamic Slider• Dynamic Speedometer• Dynamic Traffic Light
• Marked Dial• Pointers• Reversed Tachometer• Simple Arrows• Simple Dial• Slider• Solid Tachometer• Traffic Light• Stylized Slider• Stylized Tachometer• Arrows• Vertical Slider
Copyright 2008 Dan McCreary & Associates 19
M
D
Dynamic Bullet Bar
• Actual value is the horizontal black line
• Target is vertical black line
Target ValueCurrent Value
Copyright 2008 Dan McCreary & Associates 20
M
D
Dynamic Dial Meter
• The color of center of gauge is the current indicator value
Target Value
Current Value
Copyright 2008 Dan McCreary & Associates 21
M
D
Dynamic Slider
• Color of triangle reflect the current value
Target ValueCurrent Value
Copyright 2008 Dan McCreary & Associates 22
M
D
Dynamic Speedometer
• Great for people that like car gauges• Take up considerable screen real-estate
Target Value
Current Value
Copyright 2008 Dan McCreary & Associates 23
M
D
Dynamic Stoplight
• Display a simple color to indicate the status of a metric
• Sometimes a simple design is the best• Note that some people are color-blind and
will need more than color to show a value
Copyright 2008 Dan McCreary & Associates 24
M
D
Logical Model for BI Dashboards
• Portals have many dashboards• Dashboards have many portlets• Some portlets are associated with an indicator• Indicators display some metric that the user wants to measure and compares that metric
with expected values• Some indicator use SAS Gauges• Gauges can reference a library of colors from a range item
Dashboard Portlets Indicator
Gauge TypeRangeMetric
1..N 1..1
1..11..1
1..1
Copyright 2008 Dan McCreary & Associates 25
M
D
Agility
• The business determines the metric to measure and the expected values:– target– threshold– stretch
• Use range values from the range value registry
Copyright 2008 Dan McCreary & Associates 26
M
D
Process
• Gather business requirements about what values are relevant for your group
• Read up on dashboard design and dashboard presentation concepts
• Create prototypes for users• Review with usability team for “sanity
check”• Build system on test environment• Migrate to production
Copyright 2008 Dan McCreary & Associates 27
M
D
Other to Build Rapid Prototypes
• Use Prototypes to gauge users reactions and to do basic dashboard layouts
• Use Microsoft Excel and charts
• Use Google Charts (REST)
Copyright 2008 Dan McCreary & Associates 28
M
D
Resources
• Books– How to display (Steven Few)
– What to measure (Wayne Eckerson)
• Blogs– Dan McCreary on Bullet Bars with Google Charts
– http://broadcast.oreilly.com/2008/11/creating-bullet-bars-with-goog.html
• SAS Training– SAS BI Portal
Copyright 2008 Dan McCreary & Associates 29
M
D
Information Dashboard Design
• Information Dashboard Design
• Steven Few• O’Reilly 2006• Excellent guide for the
dashboard designer• Focus on usability• Based on actual studies of
pattern recognition
Copyright 2008 Dan McCreary & Associates 30
M
D
Performance Dashboards
• Performance Dashboards: Measuring, Monitoring, and Managing Your Business.
• Wayne W Eckerson• John Wiley & Sons 2006
Copyright 2008 Dan McCreary & Associates 31
M
D
Wikipedia References
• Dashboards (management information systems)
• Business Intelligence
• Balanced scorecard
Copyright 2008 Dan McCreary & Associates 32
M
D
Questions?
Dan McCrearyPresidentDan McCreary & [email protected](952) 931-9198
Copyright 2008 Dan McCreary & Associates 33
M
D
Thank You!
Please contact me for more information:• Enterprise Data Architecture• Business Intelligence• Data Warehouse• Metadata Management• Metadata Registries• Service Oriented Architectures• Semantic Web
Dan McCreary, PresidentDan McCreary & Associates
Metadata Strategy [email protected]
(952) 931-9198