{"id":43954,"date":"2022-05-13T16:27:09","date_gmt":"2022-05-13T13:27:09","guid":{"rendered":"http:\/\/datalabsua.com\/ua\/?p=43954"},"modified":"2024-05-23T13:41:22","modified_gmt":"2024-05-23T10:41:22","slug":"bi-dashboard-creation-best-practice","status":"publish","type":"post","link":"https:\/\/datalabsua.com\/en\/bi-dashboard-creation-best-practice\/","title":{"rendered":"BI-dashboard Creation Best Practice"},"content":{"rendered":"<p>Dashboards are an essential tool for transforming data into business value. A smart dashboard uses data to show the real situation to specific groups of users. However, there is no single approach. Every business is an individual with its own goals, objectives and audience. To solve problems and achieve particular business goals, an individual approach to the dashboard development is required.<\/p>\n<p><strong>Practical Guidelines for Dashboard Development<\/strong><\/p>\n<ol>\n<li><em> Understanding the audience<\/em><\/li>\n<\/ol>\n<p>The first step in dashboard creating is defining the audience: users portrait creating, what information they need and how they will use it. More often, dashboards are designed for specific people and roles. Different business users have different data expectations and needs. Leader\u2019s needs will differ from the manager\u2019s needs, and manager\u2019s needs from the analyst\u2019s needs. The analyst needs multiple data views to get deeper insights into the data, and the operations manager needs to quickly understand whether there are deviations that require immediate action.<\/p>\n<ol start=\"2\">\n<li><em> Determining the type of dashboard<\/em><\/li>\n<\/ol>\n<p>Having determined the target audience it\u2019s necessary to choose the most appropriate dashboard type.<\/p>\n<p><strong>4 main types of BI dashboards:<\/strong><\/p>\n<ul>\n<li><em>Executive dashboard<\/em> \u2013 allows managers to track key performance indicators, analyze general trends for a longer period, get an idea of \u200b\u200bcritical success factors, make forecasts;<\/li>\n<li><em>Operational dashboard<\/em> \u2013 allows users to receive up-to-date information, identify the place and moment of deviations in the data occurrence;<\/li>\n<li><em>Tactical dashboard<\/em> \u2013 allows users to track progress towards specific goals and make better decisions;<\/li>\n<li><em>Analytical dashboard<\/em> \u2013 an interactive tool used by analysts for deep and detailed analysis and problem identification.<\/li>\n<\/ul>\n<ol start=\"3\">\n<li><em> KPI definition <\/em><\/li>\n<\/ol>\n<p>It may seem that the panel should display absolutely all indicators. However, specific goals and objectives require specific indicators. At this stage the main task is to determine the main indicators that most accurately measure success.<\/p>\n<ol start=\"4\">\n<li><em> KPI display<\/em><\/li>\n<\/ol>\n<p>The dashboard should display key metrics in a way that is understandable to the audience and the focus is directed there. For example, if the key metric is customer acquisition cost, the dashboard design should emphasize that.<\/p>\n<ol start=\"5\">\n<li><em> Chart type<\/em><\/li>\n<\/ol>\n<p>By understanding what information users need to see it is possible to determine the appropriate type of charts.<\/p>\n<p><strong>Main chart types:<\/strong><\/p>\n<ul>\n<li>Comparison charts (simple and clear visualization for comparing values, identifying trends, determining maximum and minimum values);<\/li>\n<li>Composition charts (provides users with the ability to see parts of a whole over time or over a static period);<\/li>\n<li>Distribution charts (helps users to easily see the status and trend of the data);<\/li>\n<li>Relationship charts (helps users identify correlations and relationships in data).<\/li>\n<\/ul>\n<ol start=\"6\">\n<li><em> UI Design Principles usage<\/em><\/li>\n<\/ol>\n<p>Well-designed dashboards follow user interface design principles to guide users to the right information.<\/p>\n<p><strong>Basic principles:<\/strong><\/p>\n<ul>\n<li><em>Data organization.<\/em> Using classic design and information hierarchy principles for clarity. Critical information should be placed at the top left because users usually scan horizontally across the page and then down;<\/li>\n<li>Limited number of charts and data points in the dashboard to avoid chaos, highlighting key indicators for easier information understanding;<\/li>\n<li><em>Visual cues<\/em>. Using icons, buttons, text to display an element&#8217;s link to another page, adding clear calls to action;<\/li>\n<li><em>Correct color.<\/em> Compliance of the dashboard design with the corporate style (colors, fonts, graphics), balanced color usage.<\/li>\n<\/ul>\n<ol start=\"7\">\n<li><em> Iteration and improvement<\/em><\/li>\n<\/ol>\n<p>Before presenting a dashboard to a wide audience it is worth sharing with a few of its representatives, getting their feedback and making changes. After presenting the dashboard to the entire audience, it makes sense to observe a process of dashboard using and analyze user feedback.<\/p>\n<p><em>DataLabs is a Qlik Certified Partner. A high level of team competence and an individual approach allows to find a solution in any situation. You can get additional information by filling out the form at the<\/em><a href=\"https:\/\/datalabsua.com\/en\/contact\/\"><strong><em> link<\/em><\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dashboards are an essential tool for transforming data into business value. A smart dashboard uses data to show the real situation to specific groups of users. However, there is no single approach. Every business is an individual with its own goals, objectives and audience. To solve problems and achieve particular business goals, an individual approach to the dashboard development is required.<\/p>\n","protected":false},"author":2,"featured_media":44892,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[143,79,22],"class_list":["post-43954","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-bidashboard","tag-fridaypost","tag-qlik"],"_links":{"self":[{"href":"https:\/\/datalabsua.com\/en\/wp-json\/wp\/v2\/posts\/43954","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/datalabsua.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/datalabsua.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/datalabsua.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/datalabsua.com\/en\/wp-json\/wp\/v2\/comments?post=43954"}],"version-history":[{"count":6,"href":"https:\/\/datalabsua.com\/en\/wp-json\/wp\/v2\/posts\/43954\/revisions"}],"predecessor-version":[{"id":43961,"href":"https:\/\/datalabsua.com\/en\/wp-json\/wp\/v2\/posts\/43954\/revisions\/43961"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/datalabsua.com\/en\/wp-json\/wp\/v2\/media\/44892"}],"wp:attachment":[{"href":"https:\/\/datalabsua.com\/en\/wp-json\/wp\/v2\/media?parent=43954"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/datalabsua.com\/en\/wp-json\/wp\/v2\/categories?post=43954"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/datalabsua.com\/en\/wp-json\/wp\/v2\/tags?post=43954"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}