Let’s Get Visual: The Art of Report Design 4/10/2017 8:51 AM DBI334 Let’s Get Visual: The Art of Report Design Paul Turley Mentor|SQL Server MVP SolidQ © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Types of Reports and Analytics Operational Reporting Strategic Analytic Reporting Tactical Analytic Reporting Prepared Reports User-driven Analytics Enterprise Portals & Dashboards Department & Functional Portals

Principles of Report Design Visual Design Skills Function Form Fit Functional Business Skills Technical Development Skills Images from personal clipart library

Principles of Effective Design Know Your Audience Prioritize Objectives Maintain Balance Consider Trade-Offs: super reports & simple reports Don’t take visuals too far Use POCs & throw them away Get a Second Opinion Accept Feedback Be Willing to Learn

Dashboards & Sparklines Edward Tufte: "small, high resolution graphics embedded in a context of words, numbers, images". Chart with no cluttered details, scales or labels. These are sparklines Complete context should be provided in a drill-through, pop-up or separate chart on the dashboard. Images from my own stock & Bonavista Systems These aren’t sparklines

Sparklines and Report Parts with Report Builder Demo

Dashboard Examples Image used with permission, client logo removed

Dashboard Examples Image used with permission, client logo removed

Report Examples Image used with permission, client logo removed

Styling & Color Styling & image are more important than many technical experts can realize Establish standards before report design Use subtle colors for styling User bold colors for alerts & exceptions People can distinguish 16 shades of a single color, 5-8 very easily Combine colors & shapes for color blindness Consult experts for color coordination Brain image c/o Myrna Leigh Cohn ColourLovers.com

Designing & Using an Interactive Dashboard with PerformancePoint Services Demo

Visual Reports Scorecard with integrated map The “Australian Sparkline” Images form my own stock

Business Intelligence Let’s talk about Self-Service Reporting SharePoint Excel & Excel Services PowerPivot Performance Point Report Builder BI Semantic Models Project Crescent

Next Generation Self-service BI Project Crescent user experience BI Semantic Models Alerting Images: Microsoft, used with permission

Consulting the Experts Edward Tufte Stephen Few Use screen space effectively Don’t clutter, leave white space Deliver the most important message first Keep it simple Don’t insult the user’s intelligence by over-simplifying Use color in meaningful context Don’t over-use visuals & metaphors

Please Don’t Scream Rather than yelling, reduce the noise Bring important data to the surface Reduce borders, effects & background fills Image: flikr.com

Too Much or Too Little? Going to extremes Does “dashboard” really mean that it has to look like the CEO’s Jaguar? Use gauges and metaphors as appropriate but consider the best use of screen space & readability Can an executive business user consume this information in 5 seconds? All images are from my own stock What were the sales for FR, UK, Australia & Germany in 2001 & 2002? Are 3-D charts really THAT cool?

Report Navigation Controls Too Much or Too Little? Report Navigation Controls Images: Microsoft, used with permission These designs may be completely appropriate for their user audience

Too Much or Too Little? Maintain balance Charts and visuals used conservatively and with purpose and completely appropriate and add business value. Pie chart with Collected Slices (used to group into “Other” slice) Images from my own stock

Styled Dashboard in SharePoint 2010 Demo

Bottom Line Simple is Sexy Know your audience Reduce the noise – bring important data to the surface Executive analytical reports: 5 second consumption Operational analytic reports: enable deep exploration Don’t insult user’s intelligence by over-simplifying Balance: Form, Fit & Function

Tech Ed North America 2010 4/10/2017 8:51 AM Deadlines & Resources Thank you for taking part in TechEd North America 2011. Below is a list of key dates and resources: Important Content Deadlines – detailed instructions are found on the Speaker Portal at https://northamerica.msteched.com/signin: March 21 at Noon: Upload a DRAFT of your PPT for subject-matter expert (SME) review. March 21 to April 8: CONTENT REVIEW (track specific instructions are found on the speaker portal) May 10 at 5 pm PDT: Upload FINAL PPT presentation on the Speaker Portal. This is the version that you will use at the event. YOUR PROMPT FINAL PPT SUBMISSION IS APPRECIATED. No design support will be offered onsite. Slide Design Resources – Located on the Speaker Portal (graphics, webinar, etc.) If you include any third-party photography or art, licensing information and permission must be credited in the PPT or it will be deleted. Points of Contact Direct presentation questions to tespkr@microsoft.com Direct content questions to your Track PM PRINTING: This template is intentionally set to print in color or grayscale, not black and white © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Tech Ed North America 2010 4/10/2017 8:51 AM Scrub Checklist Upload your final deck on the speaker portal on or before May 10, 2011 at 5 pm PDT. PowerPoint presentations undergo a brief scrub process and are posted to CommNet for attendee access at least 48 hours prior to the session. No design support will be available onsite. The Scrub Process will: Verify that required slides are included Remove any non-template logos and graphics from the walk-in slide Remove all comments, hidden slides and speaker notes from slides Set file properties box Reset printability to grayscale Notify Presentation Manager of any images identified as unlicensed for escalation Rename files to match naming convention Correct session title and session code to match printed Mini Guide and Schedule Builder Speakers: Use the provided event template and associated colors, fonts, layout and transition slides Correct product names to follow applicable branding rules © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Related Content The BI Power Hour Tech Ed North America 2010 4/10/2017 8:51 AM Related Content The BI Power Hour OSP 205 – Creating Self-Service BI Applications in SharePoint 2010 DBI 206 – What’s new in “Denali” for SSAS and PowerPivot DBI 211 – What’s new in “Denali” for SSRS DBI 335 – Advanced BI using Excel and Excel Services DBI 328 – Integrating SSRS with SharePoint DBI 321 – Advanced Dashboard Creating using PPS DBI 273 INT – Real-World BI with Stein Mart Find Me Later At…Microsoft Business Intelligence Booths © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Track Resources SqlServerBiBlog.com – my blog Tech Ed North America 2010 4/10/2017 8:51 AM Track Resources SqlServerBiBlog.com – my blog Reporting Services Recipes book – Wrox Press PerceptualEdge.com – Stephen Few ColourLovers.com © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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Resources Learning http://northamerica.msteched.com Tech Ed North America 2010 4/10/2017 8:51 AM Resources Connect. Share. Discuss. http://northamerica.msteched.com Learning Sessions On-Demand & Community Microsoft Certification & Training Resources www.microsoft.com/teched www.microsoft.com/learning Resources for IT Professionals Resources for Developers http://microsoft.com/technet http://microsoft.com/msdn © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Complete an evaluation on CommNet and enter to win! Tech Ed North America 2010 4/10/2017 8:51 AM Complete an evaluation on CommNet and enter to win! © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Tech Ed North America 2010 4/10/2017 8:51 AM New for TechEd 2011, we will be working with Microsoft Tag (http://tag.microsoft.com/overview.aspx) to create unique Tags for every session at the event. Your session Tag will appear on both the room signage and at the end of your presentation. With your session Tag, attendees will be able to scan as they enter the room to retrieve session details, view speaker bios, and engage in discussions; or scan at the end of the presentation to evaluate your session and download materials. We’re excited to integrate Microsoft Tag across the My TechEd mobile experience this year. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.