1. Cross UG Summit EMEA 2017 5/8/2018 12:19 PM
© 2017 Dynamic Communities. All rights reserved.

2. Tell the right story with your data
Brandon George
Director BI and Analytics, Arbela Technologies

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Brandon George Director of BI and Analytics Arbela Technologies w: e: m:

4. Agenda Data story telling concepts Visual story design Use Case Q&A
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Agenda
Data story telling concepts
Visual story design
Use Case
Q&A

5. Data story telling concepts
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Data story telling concepts

6. Data story telling concepts
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Data story telling concepts
Data story process
Who is your target audience?
What are the critical questions they wish to answer?
What is the nature and frequency of the data that will answer these questions?
What is the natural workflow of your target audience? (Can be mixed, but listed for each distinct role)

7. Define and Create DEFINE PHASE CREATE PHASE Target Personas Define the
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Define and Create
Target Personas
Define the
Questions
Define the
Business Model
Define
Facts
Define
Dimensions
DEFINE PHASE
Define the roles for a business area, within a targeted domain.
Define the critical questions to answer that drive all further work
Define the facts and definitions (dimensions) that surround those facts.
Define facts with tables and fields from targeted data source.
Define dimensions with tables and fields from targeted data source.
Create
Semantic Layer
Create
Presentation Layer
Validate
Against Questions
Deploy
to Users
Training
& Support
CREATE PHASE
Create semantic layer that maps from your sources to the data warehouse for enabling presentation layer.
Create presentation layer for targeted persona’s that answer defined questions
Validate story from presentation layer against targeted personas and questions. Refine as needed.
Deploy presentation layer deliverables that relate to targeted personas and business questions.
Post deployment training for end users.

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Visual Story Design

9. Visual Story Design Critical Points to Consider
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Visual Story Design
Critical Points to Consider
Questions being answered should be the focus.
Follow common reading with top-to-bottom / left-to-right
Color selection and ascetics are import
Incorporate customer branding
Consentient color selection across reports is vital.
Segmentation and ordering of report stories should be considered for report layout
Power BI Reports are designed for sources of Dashboards / Apps

10. Visual Story Design Focus on four areas: Comparison Distribution
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Visual Story Design
Focus on four areas:
Comparison
Distribution
Composition
Relationship
Standard visual concepts across common presentation tools.
Avoid “Skeuomorphism”.
Credit: Stephen Few

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Visual Story Design
Skeuomorphism Examples

12. Visual Story Design Chart Junk
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Visual Story Design
Chart Junk
Term used to describe non-data-ink or redundant data-ink.
Graphical decoration that adds no value to the consumer of a visuals.

13. Visual Story Design Example Power BI Design Launch Power BI
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Visual Story Design
Example Power BI Design
Target audience: Finance Team / CFO
Nature and Frequency: Financial Data / Weekly and Monthyl
Questions:
What is my revenue, profit and margin to-date compared to last year same period?
What is this between supported reporting currencies, by legal entity and dimensions?
Further broken down by product group?
What is my profit and loss, as well as COGS for this year vs. last year?
What is my budget to actual vs. forecasted values?
Launch Power BI

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Use Case

15. By Example: JMP Challenge: Solution:
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By Example: JMP
Challenge:
Remove manually generated weekly excel reports for the sale team.
Enable sales reps to understand their customer insights.
Allow sales reps to lookup inventory on-hand from their phone while visiting a customer.
Incorporate Dynamics AX sales data with excel based Sales Goals.
Solution:
Design sales insights using Microsoft Power BI.
Focused delivery on both web and mobile versions.
Package using Microsoft Power BI Apps and deploy to sales reps.
Implement RLS for contextual security by sales rep.
Enable inventory on-hand updates hourly.

16. By Example: JMP Solution Architecture: Data Layer Semantic Layer
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By Example: JMP
Solution Architecture:
Data Layer
Semantic Layer
Presentation Layer
Dynamics AX
InventSum
Hourly updates
Power BI Web
Data Warehouse
Power BI
Service
Sales Goals
Power BI
Mobile

17. By Example: JMP Questions to be answered: Target Audience:
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By Example: JMP
Questions to be answered:
How are my sales actuals, compared to targeted goals by product line?
Who are my top performing customers, by net sales?
What is my YTD / MTD Quote, Sales order and Invoiced amount? By Customer?
How are my sales split, by customer, by product line?
What are current Inventory on-hand, by warehouse for specific items?
Target Audience:
Sales Reps and Regional Sales Managers

18. By Example: JMP Deployment
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By Example: JMP
Deployment
Packages as Power BI App for Web and Mobile.
Walk through document created and given to initial roll out.
After two weeks of use, revisit with users for feed back loop.
Rolling out by region, using GoToMeeting for hosting walk throughs.

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Q & A

20. Thank you for attending this session!
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Thank you for attending this session!
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Session Materials
Session Materials can be found online at:

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Brandon George Director of BI and Analytics Arbela Technologies w: e: m:

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