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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 firstname.lastname@example.orgAgenda 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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