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Performance Dashboards and Information Delivery (Visualisation principles,…
Performance Dashboards and Information Delivery
Business reporting
KPI is a measure of how effectively a company is
achieving key business objectives
Balanced Scorecard–Type Reports
four perspectives
Financial,
Customer/Stakeholder,
Internal Process and
Organizational Capacity of Learning and Growth
It develops
objectives,
KPIs,
targets,
initiatives relative
Dashboard-Type Reports
Small, concise, clear, intuitive and often interactive display.
• Customised for a specific person, group or function
• Focus on monitoring and measuring
• Consists of a combination of charts and tables
Tabular / Structured
Balance Sheet
Profit and Loss,
How to build effective visualisations
Dashboard navigation methods
Data Cube Representing Facts
and Dimensions
fact Measure Aggregation Properties
Additive (recommended)
• Semi-Additive
• Non-Additive
Dimensions with hierarchical
Location: country, region, state, post code
Dimensions are often categorical data
Data Cube Operators
Sub-setting
Slicing 切片 横向一条
Dicing 切丁 一块一块
Navigation
Drill-down获取低级数据
Roll-up摘要，沿维度层次结构聚合
Drill-across Share Dimensions
Different cubes may share dimensions
• Dimensions may be at different levels of granularity for different purposes
•
Shared dimensions often called 'conformed'
Pivoting 旋转
Business data can be visualised as cubes
Visualisation principles
Be consistent in formatting! 格式
Choose the right scaling for axis
• Be consistent across various charts
• Bar chart axes
should
include zero
Correlation is not causation!因果
Causation means that one event is the result of the
occurrence of the other event
Correlation means the value of one variable increases or decreases so does the value of the other variable
Be consistent in formatting! 格式
Choose the right scaling for axis
• Line charts
may
include zero
• Line graphs can obscure important patterns if their axes that start from zero.
Don’t lie with visualisations!
Choose the right type of visualisation
Tables：Display information when the user has the need to look up individual values.
Display a
simple
relationship between numeric values and categorical values.
Graphs：The message is contained in the shape of the values
The objective is used to reveal relationships among
multiple
values.
Save the Pies for Dessert
Don’t use 3D charts! stage 1: Extract low-level properties of a visual–Entire image is processed at once
Be Minimalistic简约
Tell a Story