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PG2 Creating Effective Dashboards In Cognos 8

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PG2 Creating Effective Dashboards In Cognos 8
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Creating Effective Dashboards in Cognos 8
June 25th, 2009Kirk WisemanVP, TrainingConnect with PerformanceG2Performanceg2.comCognos Video Training Series: Youtube.com/user/performanceg2twitter.com/performanceg2
training@performanceg2.comAgenda   What are Dashboards?
   Three rules of Dashboards   What to ask when creating Dashboards   Examples of Dashboards   Creating Dashboards with Cognos 8   Tips   QuestionsWhat are Dashboards?  
Currently
two
defini/ons
of
a
dashboard:
  
A
single
page
display
that
is
readable
at
a
glance
  
A
frequently
updated
analy/cal
display
that
is
clear
and
concise
  
A
be;er
Defini/on:
  A
frequently
updated,
clear
and
concise
page
that
is
readable
at
a
glance.
  
TIP:

A
dashboard
reader
should
be
able
to
get
a
“health
check”
in
about
45
seconds






from
the
dashboard.

Put
important
informa/on
in
the
top
leH
corner.
Scorecards VS Dashboards?  The
terms
Scorecards
and
Dashboards
are
some/mes
used
interchangeably
  Scorecards
and
Dashboards
are
not
the
same
thing:
  
Dashboards
are
generally
more
dimensionally
biased
and
usually
have
the
ability














to
add
more
dimensional
context.
  
Dashboards
are
more
opera/onal
in
nature
and
data
is
usually
updated
more

frequently.
 

  
Dashboards
usually
answer
one
or
just
a
few
performance
type
ques/ons
and

performance
is
quickly
gleaned
with
just
a
glance.
  
Scorecards
are
very
performance
management
centric…think
accountability,
goals

and
performance
improvement.
  
Scorecards
are
more
strategic
in
nature
and
data
is
updated
less
frequently.
  
Scorecards
are
generally
less
graphic.
  
Dashboards
may
contain
some
scorecard
elements.
3 Rules of Dashboards  
Placement
  
Dashboards
have
to
be
accessible

  
TIP:
Jus/fy
the
cost
of
a
second
monitor
and
place
your
dashboard
webpage
on
 






the
second
monitor.
  TIP:

S/ll
using
XP?

Turn
on
Ac/ve
Desktop
and
display
your
Dashboard
on
the





Desktop.
  
Design
  
Dashboards
have
to
be
clear
and
concise
  
TIP:
Place
the
most
important
ac/onable
informa/on
in
the
top
leH
corner.
  
TIP:
Only
use
gauges
if
you
have
4
or
fewer
needles
  
Accuracy
  
Keep
the
results
simple
and
accurate.
  
If
the
data
is
suspect,
don’t
include
it
on
the
Dashboard
What to ask when creating dashboards  
There
are
several
key
ques/ons
that
need
to
be
asked
when
crea/ng
dashboards:
  
What
are
the
Key
Metrics?
(TIP:
Keep
metrics
to
10
or
less)
  
Is
the
informa/on
ac/onable?

  If
not,
don’t
include
it
on
the
dashboard.
  
Does
the
dashboard
contain
context?


  Can
a
reader
quickly
establish
the
source,

freshness
and
quality
of
the
data?
Creating Cognos 8 DashboardCognos 8 Dashboards  
Several
ways
to
create
Cognos
8
Dashboards: 
  
A
Report
Studio
Report
containing
several
report
objects
  
A
Page
Portal
to
organize
mul/ple
reports
and
other
objects
on
one
tab
  
Cognos
8.4
GO
Dashboard
  
This
webinar
concentrates
on
crea/ng
dashboards
using
Page
Portals.
Dashboard examples  
Dashboard
design
is
as
much
an
art
as
a
science.
  
What
will
work
in
one
organiza/on
will
be
thrown
out
in
another
organiza/on.


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