1. #sqlsatTorino #sqlsat400 May 23, 2015 SSRS Reports & HCI How to build the perfect dashboard Nicola Pressi @nicpressi Nicola.pressi@outlook.com http://speakerscore.com/5W8K

2. #sqlsatTorino #sqlsat400 May 23, 2015 Sponsors

3. #sqlsatTorino #sqlsat400 May 23, 2015 Organizers

4. #sqlsatTorino #sqlsat400 May 23, 2015 Speaker Working for Berner SPA as SQL e.NET developer Build Report and Dashboard with SSRS for the Management Team Passionate of SQL stack I don’t miss any conference, specially SQL Saturday!

5. #sqlsatTorino #sqlsat400 May 23, 2015 Agenda  HCI and Usability  Concepts  Guidelines  DashBoards  Guidelines & Building process  Demo

6. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - What they are  Concepts  Human–computer interaction (HCI) researches interfaces between users and computer  Usability is the ease of use of:  Software Application  Website  Report

7. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Why we bother in Reports?  Every report has to be designed, so… (CASE WHEN Usability=True THEN ‘Awesome’ ELSE ‘Horrible’ END) AS Quality  + Time on Usability = + Report Quality

8. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines  Grouping  Alignment  Font  Color  White Space  Consistency

9. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines  Grouping  Logically together Physically together  We can use blocks to divide and create groups  Contrast and Color can also be effective!  White space is not waste space

10. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines

11. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines  Alignment  Align related components  Right alignment is good, but not always  Scan on aligned text is very easy  Gaps between columns should not be too large  Can be “guided” with colors and lines

12. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines

13. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines

14. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines

15. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines  Font  Can be use to emphasize elements…but no too much!  Sans-Serifs for Text (Readable), Serifs can be used only for Headings  1-2 Fonts Max  2-3 Sizes Max  Long line are boring (max 55 char)  AVOID UPPERCASE

16. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines

17. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines  Color  3-5 Max Color + Backgrounds  Must be consistency between them  Palette can be effective  Be aware also to cultural aspects  Text color must be choose in relation to the background

18. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines

19. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines

20. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines  Color  Bright text on dark background  Background: dark colors  Text: bright non-saturated color  Dark text on bright background  Background: bright non-saturated color  Text: dark colors, avoiding blue

21. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines

22. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines  White Space  Creates contrast  Separate  Structure  Highlight

23. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Rules and Guidelines

24. #sqlsatTorino #sqlsat400 May 23, 2015 HCI and Usability - Extra Guidelines  Flexible  Graphically consistent, Researchable  Intuitive  Info displayed, Reading guideline  Consistent  Internally  Externally  Visual Consistency  Only main Info in the Dashboards  Minimize the number of Info

25. #sqlsatTorino #sqlsat400 May 23, 2015 Dashboards - What it is  Concept  Easy to read user interfaces  Instant  Decisional objects  KPI - key performance indicators  Show graphical presentation of the current status and historical trends

26. #sqlsatTorino #sqlsat400 May 23, 2015 Dashboards - Building process  Being a complex element you need to plan the building process  If Dashboard needs to be generated periodically for many recipients a good building process is mandatory!

27. #sqlsatTorino #sqlsat400 May 23, 2015 Dashboards - Building process, Step #1 Data  Think of all the data you need  Complete list is mandatory!  Complete but ASAP ( As SMALL As Possibile)  Include in the data the calculated fields!  Less is done in SSRS, fastest is the rendering  Use Store Procedure, not code in SSRS  Optimization aspects  There’s no magic number for Datasets

28. #sqlsatTorino #sqlsat400 May 23, 2015 Dashboards - Building process, Step #2 Design  Decide Structure  KPIs  Graphics  Info available  Export Format  Decide Design  Colors (all of them)  Fonts …and then build!

29. #sqlsatTorino #sqlsat400 May 23, 2015 Let’s mix all together! - HCI, Usability and….Dashboards?!  Complex Reports  Large  Many elements  A lot of Info We need a lot of help to build them well! We need Usability! We need its guidelines!

30. #sqlsatTorino #sqlsat400 May 23, 2015 Dashboards - Lasts Tips  Debug  Always and continue debug in SSRS and Excel  Debug for colors  Debug for alignment  Alignment is tricky

31. #sqlsatTorino #sqlsat400 May 23, 2015 Demo - KPI

32. #sqlsatTorino #sqlsat400 May 23, 2015 Demo – KPI and Graphs

33. #sqlsatTorino #sqlsat400 May 23, 2015 Demo – KPI and Graphs

34. #sqlsatTorino #sqlsat400 May 23, 2015 Resources HCI  http://uxmyths.com/ http://uxmyths.com/  http://www.nngroup.com/articles/ http://www.nngroup.com/articles/  http://tools.medialab.sciences-po.fr/iwanthue/ http://tools.medialab.sciences-po.fr/iwanthue/ Dashboards  http://www.sqljason.com/2013/05/a-sample-ssrs- dashboard-and-some-tips.html http://www.sqljason.com/2013/05/a-sample-ssrs- dashboard-and-some-tips.html  http://www.dundas.com/gallery/sample-dashboards/ http://www.dundas.com/gallery/sample-dashboards/

35. #sqlsatTorino #sqlsat400 May 23, 2015 Q&A  Domande?

36. #sqlsatTorino #sqlsat400 May 23, 2015 THANKS! SPEAKERSCORE http://speakerscore.com/5W8K #sqlsatTorino #sqlsat400