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Let’s Get Visual: The Art of Report Design

DBI334. Let’s Get Visual: The Art of Report Design. Paul Turley Mentor|SQL Server MVP SolidQ. Types of Reports and Analytics. Operational Reporting Strategic Analytic Reporting Tactical Analytic Reporting Prepared Reports User-driven Analytics Enterprise Portals & Dashboards

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Let’s Get Visual: The Art of Report Design

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  1. DBI334 Let’s Get Visual: The Art of Report Design Paul Turley Mentor|SQL Server MVP SolidQ

  2. Types of Reports and Analytics • Operational Reporting • Strategic Analytic Reporting • Tactical Analytic Reporting • Prepared Reports • User-driven Analytics • Enterprise Portals & Dashboards • Department & Functional Portals

  3. Principles of Report Design Visual Design Skills • Form Functional Business Skills Technical Development Skills • Fit • Function

  4. Principles of Effective Design • Know Your Audience • Prioritize Objectives • Maintain Balance • Consider Trade-Offs: super reports & simple reports • Don’t take visuals too far • Use POCs & throw them away • Get a Second Opinion • Accept Feedback • Be Willing to Learn

  5. These aren’t sparklines Dashboards & Sparklines EdwardTufte: "small, high resolution graphics embedded in a context of words, numbers, images". Chart with no cluttered details, scales or labels. These aresparklines Complete context should be provided in a drill-through, pop-up or separate chart on the dashboard.

  6. Sparklines and Report Parts with Report Builder Demo

  7. Dashboard Examples

  8. Dashboard Examples

  9. Report Examples

  10. Styling & Color • Styling & image are more important than many technical experts can realize • Establish standards before report design • Use subtle colors for styling • User bold colors for alerts & exceptions • People can distinguish 16 shades of a single color, 5-8 very easily • Combine colors & shapes for color blindness • Consult experts for color coordination ColourLovers.com

  11. Designing & Using an Interactive Dashboard with PerformancePoint Services Demo

  12. Visual Reports Scorecard with integrated map The “Australian Sparkline”

  13. Business Intelligence • Let’s talk about Self-Service Reporting • SharePoint • Excel & Excel Services • PowerPivot • Performance Point • Report Builder • BI Semantic Models • Project Crescent

  14. Next Generation Self-service BI • Project Crescent user experience • BI Semantic Models • Alerting

  15. Consulting the Experts • Edward Tufte • Stephen Few • Use screen space effectively • Don’t clutter, leave white space • Deliver the most important message first • Keep it simple • Don’t insult the user’s intelligence by over-simplifying • Use color in meaningful context • Don’t over-use visuals & metaphors

  16. Please Don’t Scream • Rather than yelling, reduce the noise • Bring important data to the surface • Reduce borders, effects & background fills

  17. Too Much or Too Little?Going to extremes Does “dashboard” really mean that it has to look like the CEO’s Jaguar? Use gauges and metaphors as appropriate but consider the best use of screen space & readability Can an executive business user consume this information in 5 seconds? What were the sales for FR, UK, Australia & Germany in 2001 & 2002? Are 3-D charts really THAT cool?

  18. Too Much or Too Little? Report Navigation Controls

  19. Too Much or Too Little?Maintain balance

  20. Styled Dashboard in SharePoint 2010 Demo

  21. Bottom Line • Simple is Sexy • Know your audience • Reduce the noise – bring important data to the surface • Executive analytical reports: 5 second consumption • Operational analytic reports: enable deep exploration • Don’t insult user’s intelligence by over-simplifying • Balance: Form, Fit & Function

  22. Related Content • The BI Power Hour • OSP 205 – Creating Self-Service BI Applications in SharePoint 2010 • DBI 206 – What’s new in “Denali” for SSAS and PowerPivot • DBI 211 – What’s new in “Denali” for SSRS • DBI 335 – Advanced BI using Excel and Excel Services • DBI 328 – Integrating SSRS with SharePoint • DBI 321 – Advanced Dashboard Creating using PPS • DBI 273 INT – Real-World BI with Stein Mart • Find Me Later At…Microsoft Business Intelligence Booths

  23. Track Resources • SqlServerBiBlog.com – my blog • Reporting Services Recipes book – Wrox Press • PerceptualEdge.com – Stephen Few • ColourLovers.com

  24. What’s Next? • Follow, Tweet and Enter to win an Xbox Kinect Bundle • GAME ON! Join us at the top of every hour at the BI booth to compete in the Crescent Puzzle Challenge and Win Prizes • Sign up to be notified when the next CTP is available at: microsoft.com/sqlserver Join the Conversation @MicrosoftBI /MicrosoftBI

  25. Resources • Connect. Share. Discuss. http://northamerica.msteched.com Learning • Sessions On-Demand & Community • Microsoft Certification & Training Resources www.microsoft.com/teched www.microsoft.com/learning • Resources for IT Professionals • Resources for Developers http://microsoft.com/technet http://microsoft.com/msdn

  26. Complete an evaluation on CommNet and enter to win!

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