Presentation on theme: "In This Session … In this two-part session we will look at how you can make your dashboards a success Get best practice rules for branding, layout, and."— Presentation transcript:
0 Special 2-Part Session: Part 1: SAP BusinessObjects Dashboards Best Practices: Lessons to Design and Deploy Interactive DashboardsDr. Bjarne BergCOMERIT
1 In This Session …In this two-part session we will look at how you can make your dashboards a successGet best practice rules for branding, layout, and dashboard templatesLearn how to get the right dashboard requirements and how to use Rapid Application Development (RAD)Explore the best items to deploy on mobile platformsStep through many practical demos of well-designed dashboards for finance, sales, purchasing, what-if analysis, BPC reporting, variance analysis, and moreWhat is covered in this session?Advanced tips and trick in Query designer and BEx AnalyzerThe advanced tips and tricks are explained using business scenariosOverlooked and obscure features are brought to limelightLots of demos to explain BExGetData and other topics
2 What We’ll Cover … Introduction Use of different templates for different purposesPicking the right dashboard methodologyMobilizing your dashboardsDashboard deployment optionsWrap-upLet’s begin with features of Query Designer
3 Intro and BackgroundIn this special 2-part session, we will explore SAP BusinessObjects Dashboards, not SAP Design StudioDistinctionSAP BusinessObjects Dashboards is intended for business-driven or BI self-service dashboardsSAP Design Studio is intended for “professionally authored or power/IT-built dashboards” (Source: Adam Binnie, Global VP SAP, ASUG News 2012)What is covered in this session?Advanced tips and trick in Query designer and BEx AnalyzerThe advanced tips and tricks are explained using business scenariosOverlooked and obscure features are brought to limelightLots of demos to explain BExGetData and other topicsThis is Part 1 of a 2-part session. For more information, attend the Special 2-part session: Part 2: SAP BusinessObjects Dashboards best practices: Top 20 factors that affect your dashboard usability, integration, and performance session.
4 What We’ll Cover … Introduction Use of different templates for different purposesPicking the right dashboard methodologyMobilizing your dashboardsDashboard deployment optionsWrap-upLet’s begin with features of Query Designer
5 Creating Dashboard Standards A dashboard template should be developed that standardizes the font, colors, button locations, navigations, and tabs. Spend serious time on this, it should become the global standard for all your dashboards.5
6 Divide and Get Performance Link to Details WebI reportsDrill-down optionsSplit your dashboards into logical units. This keeps the result set for each query small and also decreases the load time for each dashboard.
7 Build Several Dashboards for Each Functional Area Avoid trying to create a single dashboard for each functional areaYou will normally need 3-5 dashboards for areas such as accounts receivables, accounts payables, purchasing, sales orders, invoices, shipping, etc.Build 2 to 5 WebI reports for more details and link them to the dashboards so that navigation is easy for end users7
8 Formatted Dashboard Example Dashboards can also be highly formatted and static with little user interactionIn this dashboard we included some KPIs and only the balance sheet for an organization, instead of using Crystal Reports for this sort of workNot all dashboards have a high degree of navigation and images. For finance dashboards, presenting the numbers in a meaningful way may be more important.
9 Senior Management — Graphical Dashboards Dashboards for the senior management should be very graphically orientedConsider using logos and images instead of text for this purposeNavigation should be very simpleFor senior managers, the ability to interact with the data (what-if), and see performance numbers relative to plan, budgets, and prior years are critical functionalities9
10 Operational Dashboards Dashboards can be operationalThis dashboard focuses on billing disputes and is used to monitor closing of casesThe users of this dashboard are clerks in the billing office, not executivesSome dashboards are operational in nature and give a summary of the key metrics and new cases as they occur. Such dashboards works best when data is refreshed often or real-time.
11 A Real-World Example This project is for travel expense analysis The color codes communicate changes, year over yearGraphs can be displayed in many waysNavigation can be done and can get new query result setsThis dashboard is based only on BW query and BICS connector; the cube is in SAP NetWeaver BW Accelerator and the dashboard therefore loads in less than 12 seconds
12 A Real-World Example (cont.) Dashboards are most useful when compared to somethingThis dashboard is relative to a budgetNotice that all graphs can be displayed in many ways and that color coding is consistent across the dashboardsMake sure layout, buttons, and colors are consistently used
13 A Real-World Example (cont.) This dashboard groups six different categories and over 30 lines into an easily readable table using a few lines and mostly colorsToo many lines and incorrect use of “bold” makes dashboards very hard to readDon’t cram too much into a single dashboard. Plan on multiple dashboards for each business area.
14 A Real-World Example (cont.) Changes over time are typically tracked in the dashboardsDon’t just present numbers, plan on only showing changesI.e., in amountsand percentagesIn this dashboard, the graphs are sometimes hard to read, so filter selections were added. Use these carefully, since they are slow and make Flash files large.
15 Sharing Your Work Products — Web Services Dashboards are most useful when shared with othersPower users can create great departmental dashboards that can be shared inside smaller organizational unitsIn this dashboard, the data is merged with Google maps and external news feeds. This makes the dashboard much more interactive and interesting.
17 BI Self-Service — A Concept Enabled by SAP BusinessObjects BI 4.0 The idea is to have a single launch item for all reports and analysis. Many call this a “report center.”A new perspective is the idea that users can do much of their own “development” workThe Launch Pad is intended to make this easier. Users can:Use multiple tabs to work on several documents at the same timeSearch for what they are looking for and filter results
18 Dynamic Dashboard Option for Power Users Step 2 – Self-service to select any characteristic to filter on. Can select multiple characteristics to filter on, i.e., Month, Plant, Material Group, etc.Step 1 – Provide a self-service option to select a group of any of the many key figures available from a BEx query.Step 3 – Self-service option to select any range of dates or selections. The dashboard is designed to limit 13 characteristic key figures though.
19 The Measures Can Now Be Selected to Be Displayed Step 4 – Select available key figures to display on chart
20 The Next Step Is Just to Refresh the Display Step 6 – Update the key figures to add more key figuresStep 5 – Select available key figures to display on the chart
21 Adding More Measures to the Display and Rearranging Them Step 8 – Move “SNP Forecast (MT)” to the top of the list for a higher priorityClick updateStep 7 – Add “Revenue” to selected key figures
22 Step 10 – “Revenue” is now a selectable option The OutputStep 9 – Notice “SNP Forecast (MT)” moved to the top and now has numbers on the chartStep 10 – “Revenue” is now a selectable option
23 Controlling Characteristics Step 11 – Select “Xref,” a custom characteristic to describe a material hierarchyStep 12 – Select “MESH” and click Apply
24 Key Figures Are Now Filtered Based on the Selection
25 Saving a Personalized View Step 13 – Save this view as “Mesh and Mes Dashboard”Step 14 –Enter name and save, and this become your personal self-service dashboard view!
26 What We’ll Cover … Introduction Use of different templates for different purposesPicking the right dashboard methodologyMobilizing your dashboardsDashboard deployment optionsWrap-upLet’s begin with features of Query Designer
27 The “Waterfall Methodologies” Are Not Good for Dashboards The System Development Life Cycle (SDLC) methodologies, such as ASAP, are known collectively as “waterfall methodologies”They give a false sense of clear-cut stages and do not address substantial functionality changes during developmentIt is hard to fix missing functionality during integration testingThe waterfallSource: SAPThe challenge with ASAP is that users don’t know what they want until they see it …
29 Where Do You Start — First Alternative Get a group of five to seven people for a brainstorming sessionDraw the solution, knowing that it may look somewhat different once developedFocus on the use of space, graphs, navigation, available data, and the purpose of the dashboardsDo not design fixed format “reports”
30 Building a Mockup in Excel If you can make a “mockup” in Excel, users can see what it may look like in SAP BusinessObjects Dashboards (formerly Xcelsius)Users can now see what it may look like
31 Prototyping the Dashboard Requirements Once the brainstorming is completed, you can create data in Excel and prototype the solution in SAP BusinessObjects DashboardsIt may be time consuming to get the requirements right
32 Dashboard Accelerator Approach — Agile, JAD, and RAD A Dashboard Accelerator is a group of bought or pre-developed dashboards, to help companies develop their dashboards faster following a Rapid Application Development (RAD), JAD, or Agile methodologyInteractive developmentOrientation meeting- High-level scope agreementShow dashboard in weekly UAT sessionsDemo accelerator dashboards in scopeRequest enhancements and new featuresMake enhancementsPerformance enhancements backend & frontendUnit testSystem testNo functional specs are written and the development time for a subject area can be as little as 4-10 weeks depending on back-end enhancements required and scopeIntegration testGo-Live32
33 Framework for Picking a Dashboard Methodology I.e. Scrum and Agile
34 The Gray Areas of Dashboard Methodologies While presented as clearly delineated areas of selection, there are, in fact, several dimensions when multiple methodologies can be employedI.e., when time to delivery is moderate or when the impact of failure is moderateThe framework is intended to illustrate the differences among the appropriateness of each methodologyThis decision is clearer in the extreme. However, in reality there may be “gray zones” where more than one answer may be correct
35 What We’ll Cover … Introduction Use of different templates for different purposesPicking the right dashboard methodologyMobilizing your dashboardsDashboard deployment optionsWrap-upLet’s begin with features of Query Designer
36 Supported HTML5 Objects for Mobile Dashboards In Service Pack 5 for SAP BusinessObjects Dashboards, there is currently some support for a number of mobile dashboard elements. These are the most commonly utilized elements.This means that many of your current dashboards can be converted to mobile with minimal effort.SP05 also uses a new mobile-only preview mode. This shows dashboards as they will appear on the iPad before you deploy them.36
37 Mobile — Some HTML5 Limitations as of SP05 Some items to note about SP05The exclusion of some mobile elements, such as a prompt selectorThere are no calendar controls, and HTML text for labels is not supportedConnections in the data manager is only available in the pre-query panel, and only the “NOVA” theme is supported on mobile devicesThere is no support for the prompt selector for hierarchies in SP05, nor are “reset” and “save scenario” availableAnother major component that is not currently available in SP05 is spreadsheet tables, making tables harder to makeHowever, SAP supports the use of the URL button in mobile dashboards, so we are making progressThe trick is to use the features supported today and find workarounds for those currently not available37
38 Conversion of Dashboards to Mobile When converting, the new “Mobile Compatibility” tab displays suggestions and warnings for optimizing dashboard components for mobile deploymentWarnings, as shown in this picture, simply mean that there are better ways of doing this. The dashboard still works. Error messages mean that it will not work and needs some redesign.38
39 Using the Right Fonts for Mobile Dashboards Mobile-specific text fonts are marked with “iOS 5+” to show which fonts will work best on your dashboardSAP has communicated that in the long run, SAP BusinessObjects Dashboards and SAP Design Studio will start sharing more objects and be on the same framework (source: Eamon Ida,39
40 What We’ll Cover … Introduction Use of different templates for different purposesPicking the right dashboard methodologyMobilizing your dashboardsDashboard deployment optionsWrap-upLet’s begin with features of Query Designer
41 The Strategic Dashboard Release Plan The strategic dashboard plan should clearly map out the vision for the next monthsMake sure you add the “phase-2” timeline for all areas, plan for enhancements, and communicate this early to all users
42 Create a Dashboard Deployment Diagram The dashboard deployment diagram provides an overview of who has access to each dashboard. It is not a security role design (yet).You should also provide a similar diagram that shows who can grant access to the dashboards. These are called “dashboard owners.”
43 The Business Readiness Dashboard Checklist The purpose of the business readiness dashboard checklist is to make sure that a project is not merely an afterthought with little visibility, zero real sponsorship, and has a lack of communication, support, training, and organizational commitmentThere are reasons why many dashboard projects fail
44 Create an Online Help System for Your Dashboards Online help should be available for each dashboardThe online help system should explain:How numbers are calculatedHow to read graphsWhat functionality is embedded
45 Another Example of Online Help for Dashboards Online help is especially useful for complex dashboards with many panelsIn this example we have a help dashboard with one display for each graph, panel, and major functionality
47 BI Workspaces and Modules BI Workspaces allow you to link many SAP BI tools in the same area, without the need to jump between them. In this workspace, we have 3 dashboards, 1 WebI report, 1 Analysis report, and 1 Crystal Report running at the same time.
48 BI Workspaces and Modules (cont.) We can also link the objects (WebI, Crystal Reports) in a workspace together and pass variables and navigation between some of themThis alleviates some of the task of opening and running the workspace every day
49 ModulesWe can use modules to make the objects more interesting and add comments to themYou can access modules from the “my application” areaThere are two types of modules:Text modulesCompound modules49
50 The Text ModuleUsing the Text module, we can add our comments and update them whenever we likeThere are two options:Regular textHTML (this allows you to use HTML tags to format your text50
51 The Compound ModuleUsing the Compound module we display many modules together, this includes text, dashboards, WebI reports, Crystal Reports, and Analysis for OLAPThe development of compound modules are so simple that anyone with MS Word or PowerPoint skills can do learn it in less than five minutes!51
53 Who Gets to Do What?The major decision for an SAP BI-driven enterprise is to determine who gets access to each toolThere is often a temptation for the IT community of wanting to keep the tools under their domain – That is a mistakeThe IT community should actively work with the power and casual users to improve human capabilities and thereby teach them to become more productive employeesChinese Proverb
54 What Tool to Select All SAP tools have core strengths This is a subjective summary
55 What We’ll Cover … Introduction Use of different templates for different purposesPicking the right dashboard methodologyMobilizing your dashboardsDashboard deployment optionsWrap-upLet’s begin with features of Query Designer
56 Where to Find More Information Ray Li and Evan DeLodder, Creating Dashboards with SAP BusinessObjects (2nd Edition) (SAP PRESS, 2012).ISBN-10:David Lai and Xavier Hacking, SAP BusinessObjects Dashboards 4.0 Cookbook (Packt Publishing, 2011).ISBN:SDN Community for BI Dashboard designAnita Yuen, “SAP User Interface Guidelines for Crystal Dashboard Design” (SAP Collaboration Workspace, 2011).https://cw.sdn.sap.com/cw/docs/DOCBlair Wheadon, “SAP Crystal Dashboard Design 2011 and Presentation Design 2011 Samples” (SCN, 2011).
57 7 Key Points to Take HomeGetting the right requirements requires prototyping and interactive sessions with end usersPlan on many dashboards and don’t force too much information into a single designBuild different layouts for casual users, executives, and power usersLink WebI reports to the dashboards and keep the detailed information in those reportsThe SAP BusinessObjects BI 4.0x platform should be the preferred choice to deploy your dashboardsAvoid certain components of the tool and stay with “default” templates for simplified design (i.e., NOVA)Plan your dashboard deployment as a larger initiative of BI self-service for your organization
58 Please remember to complete your session evaluation Your Turn!How to contact me:Dr. Bjarne BergPlease remember to complete your session evaluation
59 DisclaimerSAP, R/3, mySAP, mySAP.com, SAP NetWeaver®, Duet®, PartnerEdge, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services is neither owned nor controlled by SAP.