Best Practices For Dashboard Design With SAP .

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Best Practices for Dashboard Design with SAPBusinessObjects Design StudioIngo Hilgefort, Visual BI SolutionsVP Product Management & SAP MentorW W W. V I S U A L B I . C O M

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioAgendaBest Practices on Requirements & Prototyping Dashboard “Design” Performance 2015 Visual BI Solutions, Inc. All rights reserved.2

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioWhat is a “dashboard” actually ?".a visual display of the most important information needed to achieve one or more objectives;consolidated and arranged on a single screen so the information can be monitored at a glance“Stephen Few"An effective dashboard is the product not of cute gauges, meters and trafficlights, but rather of informed design: more science than art, more simplicity thandazzle. It is, above all else, about communication“Stephen Few 2015 Visual BI Solutions, Inc. All rights reserved.3

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioWhat is a “dashboard” actually ? Dashboards are visual displays should be presented on a single screen should instantly accessible need to support the objectives of the viewers should only show relevant information should help to gain an instant understanding of the data should use the space economically 2015 Visual BI Solutions, Inc. All rights reserved.4

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioWhat is a “dashboard” actually ?Approximate allocation of the human body’s senses70 %30 %Source: F e w , S t e p h e n . N o w Y o u S e e I t 2015 Visual BI Solutions, Inc. All rights reserved.5

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioWhy is visualization so important ?John Snow’s (circa 1854) deduction that a choleraepidemic was caused by a bad water pump, circa 1854.Horizontal lines indicate location of deaths. 2015 Visual BI Solutions, Inc. All rights reserved.6

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Best Practices for Dashboard Design with SAP BusinessObjects Design StudioRequirements & Prototyping Start with understanding the business problems, not the data structureUse a “Top – Down” approach Learn about existing “solutions” to the problem Do reports or dashboards already exist ?How are people using them ?What do people “like” and “don’t like” about them ?“A day in their shoes” Start with the ProblemLearn what the associated business goals areIdentify how the impact can be measuredIf needed follow your usersRecord their workflowsRemember : Different business area can mean different skill set A power user in Finance a power user in salesYou are not the expert – you are there to listen and take lots of notes 2015 Visual BI Solutions, Inc. All rights reserved.8

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioRequirements & Prototyping Which business problem are you trying to solve ?We are currently unable to quickly see a holistic view on our overall worldwide product sales performance.We are unable to identify underperforming products and we are unable to compare sales by individualcountries, individual products, or individual sales representatives. What are your measurable goals ? What is your “to-be-state” ? Increase the close rate of the individual sales rep by 10%Increase product profitability by 20% by removing least profitable productsIncrease sales pipeline by 25% in Latin America and AfricaReduce Product Cost by 15% by eliminating low performing productsWhat can we “visualize” to measure the impact ? Sales Quota, Sales Quota Achievement rateSales Pipeline, Projected closeProduct Profitability . 2015 Visual BI Solutions, Inc. All rights reserved.9

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioRequirements & Prototyping DATA related requirements USER INTERACTION related requirements Define and document all your KPIs and measuresOutline all required data sourcesIdentify potential data model changesHow are users going to use the dashboard ? (desktop, tablet, phone)How is the navigation path of the user ?What user interaction are required ? (Print, Export, Sharing, commenting, )DASHBOARD DESIGN related requirements Overall Layout of the dashboardCorporate Identity“Design” aspects for consuming data 2015 Visual BI Solutions, Inc. All rights reserved.10

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioRequirements & Prototyping Prototyping Start with a User Story (short, simple, from the perspective of the business user)Leverage a agile methodology and gather feedback frequentConsider the different devices and different user interactionsCreate your own library of templates for mockupsTry to create interactive mockups 2015 Visual BI Solutions, Inc. All rights reserved.11

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioRequirements & Prototyping Prototyping Software Balsamiq (https://balsamiq.com/products/mockups/ ) Mockups; large online library of templatesAxure (http://www.axure.com/) Interactive HTML mockupsOmniGraffle (https://www.omnigroup.com/omnigraffle/ ) Mac, iPad and remember there's nothing quicker than grabbing a pen and paper (or a pen and a tablet ) 2015 Visual BI Solutions, Inc. All rights reserved.12

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design1.2.3.4.5.6.7.8.Placement of the elementsRelative size of elementsDesign ConsistencyUsage of color (or not)Usage of the “right” visualizationRemove clutterAvoid Data FragmentationConsider User Interactions 2015 Visual BI Solutions, Inc. All rights reserved.13

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design Place your most important information in the upper leftPlace least important information in the lower right12 2015 Visual BI Solutions, Inc. All rights reserved.14

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design Consider the “structure” of the underlying system Example: sales leads move through stages in a pipeline (think of a sales funnel !)Source: better-sales-pipeline-dashboard 2015 Visual BI Solutions, Inc. All rights reserved.15

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard DesignSource: erprise-dashboard-opportunity-metrics-analysis/ 2015 Visual BI Solutions, Inc. All rights reserved.16

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design More space used implies higher importanceSame size implies equal importanceUse Highlighting as part of your dashboard design (but do not over-do it)Add some variation in size that is given to a specific visualization in the dashboard 2015 Visual BI Solutions, Inc. All rights reserved.17

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard DesignHighlightingVariation in SizeGood Design Choices Unambiguously markedpanelsEasily distinguished panels,based on different mediausageGood use of separationGood use of colors (usageof RED for alerts)Highlighting 2015 Visual BI Solutions, Inc. All rights reserved.18

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design StylesLabelsColourIconsDisplay methodsScalesNavigation elements .Simple Rules Use Design Studio templates and CSS to achieve design consistencyUse colors only with a meaning (for example : red Ferrari, Diet Coke silver) 2015 Visual BI Solutions, Inc. All rights reserved.19

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard DesignBad Design Choices 2015 Visual BI Solutions, Inc. All rights reserved.Red, Yellow, Green is used forgauges on the right hand sideYellow is used for “Forecast” inthe Bookings chartYellow is used in the CustomerSatisfaction chart (bottom left)20

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design Before using color ask yourself Do we need the color ? Does the color have any meaning ? 2015 Visual BI Solutions, Inc. All rights reserved.21

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard DesignSource: ard-colors/ 2015 Visual BI Solutions, Inc. All rights reserved.22

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design Humans can only differentiate effectively around 7 color stepsAdding more qualitative colors usually just adds noise. Sequential scheme: when you are ordering values from low to high.Divergent scheme: when the values are ordered and there is a critical mid-point (e.g. anaverage or zero).Categorical scheme: when data falls into distinct groups (e.g. Products) and therefore requirescontrast between adjacent colors. 2015 Visual BI Solutions, Inc. All rights reserved.24

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design 2015 Visual BI Solutions, Inc. All rights reserved.25

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design 2015 Visual BI Solutions, Inc. All rights reserved.26

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design543210EastWestSouthNorthActualBad Design Choices Too much color Colors are too bright (distracting) 3D View does not add any values Actual and Budget can’t be comparedBudget 2015 Visual BI Solutions, Inc. All rights reserved.27

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard DesignDo we need to show Actual vs Budget or just thevariance ?Actual and Budget can be compared now5Actual / Budget Variance250%4200%3Actual2Budget150%1100%050%East West South North0%East 2015 Visual BI Solutions, Inc. All rights reserved.WestSouth North28

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard DesignA large share of ink on a graphic should present data -information, the ink changing as the datachange. Data-ink is the non erasable core of a graphic, the non-redundant ink arranged in responseto variation in the numbers represented. Then Data-ink ratio data-ink / total ink used to print thegraphic.Edward TufteSimple Rules Reduce the non-data pixels Eliminate all unnecessary non-data elements Graphics, borders, color usage without meaning, fill colors, grid lines, De-emphasize the remaining non-data elements Enhance the data Highlight the most important data elements 2015 Visual BI Solutions, Inc. All rights reserved.29

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design ImagesLogoSloganBold linesSource: Dashboard Design for at-a-glance monitoring, Stephen Few, Perceptual Edge 2015 Visual BI Solutions, Inc. All rights reserved.30

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard DesignBad 2015 Visual BI Solutions, Inc. All rights reserved.Good31

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard DesignBad 2015 Visual BI Solutions, Inc. All rights reserved.Good32

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard DesignA major benefit of a well designed dashboard is the ability to compare data, leading to more insightFragmenting data Separate data into several screens Separate into “instances” of the same screen by using navigation ( Tabs, )Simple Rules Avoid data fragmentation when the user needs the “bigger picture” comparisons Use fragmentation to your advantage to organize unrelated information Combine data into a single visualization if it produces a meaningful result Place related items closer together (rule of proximity) 2015 Visual BI Solutions, Inc. All rights reserved.33

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard DesignData Fragmentation Daily sales broken down for eachproduct No product comparison possible 2015 Visual BI Solutions, Inc. All rights reserved.34

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design Provide your dashboard with a “Help” optionProvide “Simple Navigation Help”Think about options to save space 2015 Visual BI Solutions, Inc. All rights reserved.35

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard cation-usability-in-mobile-devices 2015 Visual BI Solutions, Inc. All rights reserved.36

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard DesignSaving space with a simple side panel to hide elements such as iding-panel-transition-in-sap-design-studio 2015 Visual BI Solutions, Inc. All rights reserved.37

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design14235 2015 Visual BI Solutions, Inc. All rights reserved.Bad Design Choices(1) Not clear what the top right 'sum (lost days)'graphical element refers to.(2) The colour palette contains ten items, whichexceeds the upper limit of short-term memory.(3) The width variations in the 2D stacked bar chartare meaningless(4) The colour-pair associations are no longer usedin the 2D stacked bar chart, with the same coloursused across all occupations(5) Chart is missing a scale and explanation of thecolor usage(6) Incomplete legend638

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard DesignGood Design Choices Little use of colors Top left area is used for most criticalinformation Very concise display media Key measures are shown in charts and asactual text display No “clutter” ( simple Help option) Data is only separated by using “whitespace” 2015 Visual BI Solutions, Inc. All rights reserved.39

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioSimple Rules for Dashboard Design Your dashboard must fit on a single screen (no scrolling on any device)Place most important information top left, but also consider the “flow” of dataUse colors in a meaningful and consistent wayMeasures should always be shown with contextChoose the “right” measure (Actual & Budget vs Variance)Data visualizations should always come with scales and labelsComparable data should be on identical scales 2015 Visual BI Solutions, Inc. All rights reserved.40

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance – Design Studio Data sources Data Sources Only load those data sources at startup, that are really needed for the initial screenIn case of tabs / pagebooks, load data sources per “view”Add logic to not load the data twiceAdd “Background processing” to your application Screens become visible quicker, while data sources are still loadingNote: SAP BusinessObjects Design Studio is loading the data source sequentially (not in parallel) prior torelease 1.5Parallel Loading of BEx Queries is available with release 1.5 of SAP Design Studio 2015 Visual BI Solutions, Inc. All rights reserved.41

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance BEx Query Design For large sets of key figures, use the option - “Use Selection of Structure Members” in transactionRSRT (Query Monitor) as part of the Query PropertiesQuery Read Mode should be configured to read data while navigate (Transaction RSRT, QueryMonitor)Leverage the capabilities of the Restricted Key and Calculated Key FiguresLeverage SAP Variables as part of the BEx Query Can be shared across queries, minimizing development downstream List of Values are being generated automatically 2015 Visual BI Solutions, Inc. All rights reserved.42

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance Display Attributes As part of the definition of Display Attributes in SAP NetWeaver BW it is also possible to configure ifthe Display Attribute should be displayed as part of the F4 Help / List of Values for a BEx Variable.As large list of values can consume a lot memory, you should consider carefully if those DisplayAttributes are really needed as part of the list of values and in case they are not needed you shouldremove them from the list of value by changing the configuration in SAP NetWeaver BW.Additional Option: Starting with SAP NetWeaver BW 7.01 Support Package 09 / SAP NetWeaver BW 7.30 SupportPackage 3 customers can use the BAdI RSR VARIABLE F4 RESTRICT BADI to use a set ofcriteria to restrict the list of members for an input screen. For more information, see F1 help for thisBAdI (transaction SE18, enhancement spot RSR VARIABLE F4 RESTRICT).See Note 1416952 2015 Visual BI Solutions, Inc. All rights reserved.43

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance Variables vs Filter Design Studio 1.3 does automatically merge all variablesWith release 1.5 the behavior can be configuredChanges to the “variables” will impact all queries that contain variables (also those datasources thatare not using the involved variable)Use “On Variable Initialization” and not “On Startup” to configure defaults (avoiding secondinitialization)There are three options to filter data (ordered according to performance impact – High to Low)1. setVariable2. setFilter3. setDataSelection 2015 Visual BI Solutions, Inc. All rights reserved.44

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance Variables If needed set variable values right after each other (setVariableValue) Results in a single backend call Try to use “On Variable Initialization” over “On Startup” Variable Initialization happens before Startup If done at “On Startup” you might initialize variables twice 2015 Visual BI Solutions, Inc. All rights reserved.45

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance Design Studio Sizing Follow the standard SAP BusinessObjects BI 4.x sizing details (www.sap.com/bisizing) Consider allocating a separate APS Server for SAP Design Studio Ensure the DSL Bridge is sized correct (“Memory hungry”) Make sure the session parameters for Design Studio are set correct (default is 15) Design Studio APS Heap Size Recommendation : 20 – 25 Users / 8 GB, but larger apps require adjustments See SAP note 1177020 for detailsEnabling JavaScript Compression to Enhance BI Platform 4.1 Performance See SAP note 1931691 for detailsHow to measure performance URL Parameter &PROFILING XSCN formance 2015 Visual BI Solutions, Inc. All rights reserved.46

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance Design Studio Client Customization Setting JVM Mode to “server” Memory first-view 2015 Visual BI Solutions, Inc. All rights reserved.47

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance Using data selection feature for charts to reduce the number of data sources in your application.Select Dimensions / Key Figures to display in different charts via UI or Scripting API to reduce the numberof required data sources 2015 Visual BI Solutions, Inc. All rights reserved.48

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance1. Data Source 2015 Visual BI Solutions, Inc. All rights reserved.2. Select Dimension(s)2. Select Measure(s)49

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance On Variable Initialization Use this event to set values for variablesOn Background Processing Use this event to “chain” the loading of data sources Can also be used to populate values for components that are not visible initially. For example a listboxfor a customer selection on “Tab 2” when “Tab 1” is the initial viewOrder of items1.Initialize Data sources2.On Variable Initialization3.Prompt dialog (mandatory variables without values)4.Initialize Application5.On Startup6.Rendering of components7.On Background Processing 2015 Visual BI Solutions, Inc. All rights reserved.50

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance Parallel Query Execution / Processing Groups Supported with SAP BusinessObjects Design Studio 1.5 Data Sources can be assigned to a Processing Group Each Processing Group will result in a single backend session Example: Dashboard with 5 BEx Queries configured in 5 Processing Groups ( all queries in a parallel) 5 backend sessions for a single user execution of the dashboard 2015 Visual BI Solutions, Inc. All rights reserved.51

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance Parallel Query Execution / Processing Groups Allows to parallelize the data requests Resultset requests at rendering are parallelized as well Session Handling Each processing group results in 1 additional session (per user) Example:5 Processing Groups Result6 Sessions (1 main session, 1 session per processing group) Sizing Implications Very little impact on memory usage Higher impact on CPU Usage (more requests in a shorter window) Parallel sessions should be considered like additional “concurrent users” More details: SAP Note 1177020 2015 Visual BI Solutions, Inc. All rights reserved.52

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance Current Limitations for Processing Groups Processing Groups / Parallel query execution is only supported with SAP BusinessObjectsBI as platform for SAP BusinessObjects Design Studio Parallel query execution can not be used with planning-enabled BEx queries Parallel query execution can not be used in combination with merged variables. Variablesneed to be “un-merged”. 2015 Visual BI Solutions, Inc. All rights reserved.53

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioPerformance Should you always use Parallel Data Sources ? Data Sources with short runtime should not always be executed in parallel as the overheadmight become too large Data Sources that need to be “visible” right away for the user are good candidates forbecoming parallel data sources Also consider the time it takes for variables, as variables need to become unmerged 2015 Visual BI Solutions, Inc. All rights reserved.54

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioImportant SAP Notes Important SAP Notes for SAP Design Studio 1894594 - Design Studio - Support Note for NetWeaver Add-On 1773751 - Design Studio - Support Note for Client 1963416 - Simplified example for problem analysis 1931691 - Performance hints for Design Studio applications 1894504 - Design Studio - Support Note for BIP Add-On 1177020 - SAP BusinessObjects Design Studio - Sizing Information 1983117 - Design Studio - Support Note for DSL with BIP Add-On 1760372 - SAP BusinessObjects Design Studio - Release Schedule 2015 Visual BI Solutions, Inc. All rights reserved.55

Best Practices for Dashboard Design with SAP BusinessObjects Design StudioAdditional Resources: Stephen Few on AmazonStephen Few – Perceptual EdgeSUCCESS Rules (Hichert)Hichert – Before and After ExamplesThe Functional Art: An introduction to information graphics and visualization (Voices That Matter)The Functional ArtVisualize This: The FlowingData Guide to Design, Visualization, and StatisticsDon't Make Me ThinkLean UXInteraction Design FoundationDesigning Data Visualizations: Representing Informational RelationshipsBeautiful Visualization: Looking at Data through the Eyes of ExpertsKnowledge Is BeautifulAgile Data Warehousing Project Management: Business Intelligence Systems Using Scrum 2015 Visual BI Solutions, Inc. All rights reserved.56

Visual BI Extensions for SAP BusinessObjects Design Studio30 Day TrialDownload your 30 Day Trial from:www.visualbi.com/DSXtrialYou will receive all components (charts, maps, selectors, utilities)No functional limitation 2015 Visual BI Solutions, Inc. All rights reserved.57

Ingo HilgefortVP Product ManagementIngo@VisualBI.comTwitter : @ihilgefort

CopyrightNo part of this publication may be reproduced or transmitted in any form or for any purpose without the expresspermission of Visual BI Solutions or an Visual BI Solutions affiliate company.These materials are provided by Visual BI Solution for informational purposes only, without representation orwarranty of any kind, and Visual BI Solutions shall not be liable for errors or omissions with respect to thematerials.SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks orregistered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please right/index.epx for additional trademark information and notices. 2015 Visual BI Solutions, Inc. All rights reserved.59

Simple Rules for Dashboard Design A large share of ink on a graphic should present data -information, the ink changing as the data change. Data-ink is the non erasable core of a graphic, the non-redundant ink arranged in response . Simple Rules for Dashboard Design A major benefit of a well designed dashboard is the ability to compare data .

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