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Dashboard Design
Keys to Effective Dashboards: Data, Data, Data
A White Paper
by Dan Carotenuto
Dan Carotenuto Dan Carotenuto is a technical director in Corporate Marketing at Information
Builders. He is a driving force behind Information Builders’ business
intelligence and integration technical marketing materials. His team creates
product demonstrations, educational materials, and Flash-based marketing
solutions; conducts public relations, press, and analyst product reviews; and
researches new and emerging business intelligence technologies.
Dan has been with Information Builders since 1989. He often speaks about
business intelligence and integration at industry conferences and seminars.
Table of Contents
1 Overview
2 Visual Design
2 A “Few”Words on Visual Design
3 Visual Design in Action
3 Word-Sized Graphics
12 Conclusion
Overview
The real estate axiom “location, location, location” makes it apparent that the most important attribute
for a piece of property is where it is located. For dashboards, think, “data, data, data.” An often-
overlooked aspect, data is one of the most important things to consider in designing dashboards.
Even if a dashboard’s appearance looks professional, is aesthetically pleasing, and includes graphs
and tables created according to accepted visual design standards, other issues come into play
when assessing the true success of the application. Remember, appearances can be deceiving. It is
also important to ask yourself: Is the data reliable? Is it timely? Is any data missing? Is it consistent
across all dashboards?
Although visual design is important, sometimes the biggest challenge is getting the right data
into the right dashboard in the most efficient way. This paper offers an overview of best practice
business intelligence (BI) dashboard design principles and discusses data integration options for
getting data into a dashboard.
1 Information Builders
Visual Design
First, let’s make sure we are using the same language with regards to dashboards. In 2004 Stephen
Few, a data visualization expert, wrote an article for Intelligent Enterprise magazine that defined a
dashboard as “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.”1 In 2007 Gartner expanded the definition to: “…a reporting mechanism that aggregates
and displays metrics and key performance indicators (KPIs), enabling them to be examined at a
glance before further exploration via additional BI tools. Dashboards are useful KPI and metric-
reporting mechanisms that enable users to quickly monitor and track performance via an aesthetic
user interface. They employ visualization components, such as gauges, thermometers, dials, and
traffic lights.”2
From these definitions we can make several agreed upon assumptions about dashboards: A user
should be able to look at a dashboard and quickly make observations without scrolling, drilling, or
clicking off the initial screen. Minimal user interaction can be included to enhance understanding
and clarify observations, but too much interaction defeats the purpose of a dashboard and crosses
over into the realm of analysis. And that dashboards also:
■ Provide a way to monitor and track performance
■ Should be able to convey what is going on rather quickly
■ Typically contain key performance indicators and use several types of data visualization
“Two of the greatest challenges in dashboard design,” says Stephen Few in his book, Information
Dashboard Design,“ are to make the most important data stand out from the rest, and to arrange
what is often a great deal of disparate information in a way that makes sense, gives it meaning, and
supports its efficient perception. An understanding of the preattentive attributes of visual percep-
tion and the Gestalt principles provides a useful conceptual foundation for facing these challenges.”3
Achieving at-a-glance observations means making data pop. Designers must manipulate the
graphs and tabular reports common to dashboards so the data reflects problems or opportunities
– depending on which is important to the user – and stands apart from the rest of the information.
This can be done through the use of icons, colors (hues), shapes, and sizes of objects and
properties in a graph or tabular report.4
2 Gartner. “Q&A: Important Integration Considerations for Scorecards, Dashboards and Portals.” July 9, 2007.
3 Few, Stephen, Information Dashboard Design: The Effective Visual Communication of Data. O’Reilly Media, Inc.
January 2006.
4 Few, Stephen. IBID
Figure 1: Sample dashboard created with WebFOCUS from Information Builders that makes use of
visual perception and design standards and principles.
Word-Sized Graphics
A common problem in dashboard design is how to deal with the limited amount of real estate.
Among others, two solutions that Few advocates are sparklines and bullet graphs.5 These are graphs
that can be displayed in an area no larger than a word. Edward Tufte, the creator of the sparkline
describes them as “…small, high-resolution graphics usually embedded in a full context of words,
numbers, images. Sparklines are data words: data-intense, design-simple, word-size graphics.”6
Bullet graphs are Few’s “answer to the problems exhibited by most of the gauges and meters that
have become synonymous with dashboards.” Radial gauges waste a great deal of space. This
problem is magnified when you have many displayed in a single dashboard. Few describes bullet
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graphs as “…designed to display a key measure, along with a comparative measure and qualitative
ranges to instantly declare if the measure is good, bad, or in some other state.”7 Bullet graphs
reinforce the notion that a picture is worth a thousand words. They help the viewer quickly
understand comparisons made to targets via a graphical representation.
Sparklines and bullet graphs both convey considerable meaning on their own, but when
combined along with text-based data in a tabular report, they can convey much more information.
WebFOCUS generates these word-sized graphics as well as other display mediums ideal for
dashboards. It provides the ability to manipulate the elements of graphs and tabular reports in
accordance to dashboard visual design standards and principles.
By their very nature, word-sized graphics demand serious data integration considerations.
Sparklines are typically rendered from detailed data and can have thousands of data points, while
bullet graphs typically use aggregated data. Generating a tabular report containing these graphs
can be difficult, and some common challenges include:
■ Coordinating the detail-data display containing potentially thousands of data values represented
by sparklines and the aggregate data display containing a handful of values represented by
bullet graphs into a single row
■ Incorporating these graphs and reports along with others so that they can display data from
many different areas of the organization all on a single screen
The challenges of designing dashboards does not end with knowing which hues to use and how
to make information pop. The data in dashboards is used as the basis for making critical business
decisions. Designers must consider what data to use and how to make it available and integrate it
into a dashboard solution.
The answers to the following questions help determine which data integration style should
be implemented:
■ What is the quality of the data targeted?
■ How accurate is it?
■ Should it be real time?
■ Where is it coming from?
■ Does information from systems outside the enterprise need to be included?
Before reviewing the integration styles that can address these concerns, some common elements
of data integration – including data access, data quality, and consistency – must be addressed.
Data Access
Data access is the most fundamental property of dashboard data integration. It is not just about
getting access to data wherever it is; but also involves accessing the data in the most efficient way
possible without sacrificing data quality and consistency. Also along for the ride is the ability to join
the data across disparate sources and platforms. Software systems such as Web services have opened
new doors for data access by allowing applications to tap into previously unavailable information
systems. Business intelligence applications can be made available via Web services, effectively turning
them into data sources that can be combined, joined, and reconciled with other enterprise data.
5 Information Builders
but steady erosion of an organization’s credibility among customers and suppliers, as well as its
inability to make sound decisions based on accurate information.”8
Ensuring data quality and consistency provides a single version of the truth throughout the enter-
prise and needs to be seriously considered when designing dashboards.
Data Consolidation
Data consolidation involves combining data from multiple sources into a central system such as a
data warehouse. Consolidating data includes many challenges, such as where the data resides, which
data to combine, how often it should be combined, and whether or not it should be transformed.
Since dashboards often have an amalgamation of information from across the enterprise, data
consolidation is fundamental to making data available for a dashboard.
Data Latency
The dashboard’s primary purpose determines how current its data must be. For example, a strategic
dashboard used to help understand long-term business plans may not be concerned with the day-
to-day transactions. Data for this dashboard can be current up to the week, month, quarter, or year.
Operational dashboards, on the other hand, require real-time or near real-time data to make imme-
diate decisions and solve problems or address opportunities as they arise. It is important that these
dashboards experience little or no data latency.
Operational dashboards can be fed data from a data warehouse instead of an operational system.
The process is a variation of the traditional data warehouse style of integration known as the real-
time data warehouse. There can also be hybrid approaches where parts of the dashboard use a
real-time data warehouse and others pull data directly from the operational systems. Which approach
is best depends on the dashboard requirements. The bottom line is that dashboards – as part of a
BI solution – should minimize their impact on operational systems.
Keep in mind that different integration styles demand different implementation times, which
impact how fast a dashboard solution can be made available. Operational data access requires
considerably less time to implement than a traditional data warehousing style. The trade off is
impact on operational systems.
8 Eckerson, Wayne W. “Data Quality and the Bottom Line: Achieving Business Success Through a Commitment to High
Quality Data.” TDWI Report Series. 101 Communication, LLC. January 2002.
Integration Styles
There are many ways to address the fundamental challenges of data integration. They all revolve
around building the right architecture and selecting an appropriate integration style. For dashboards
this means choosing one or more integration styles in order to satisfy the needs of users and
ensure that the integration solution can change and adapt as the business changes. iWay Software
technology from Information Builders along with WebFOCUS supports many integration styles:
■ Data warehousing
■ Real-time data warehousing
■ Operational data access
■ Enterprise information integration (EII)
■ Web services
■ Process-driven business intelligence
Data Warehousing
Data warehousing involves extracting data from operational systems, transforming it into a universal
data model, and making it available to applications such as business intelligence dashboards.
Dashboards used for long-term strategic direction commonly use data that does not change
frequently – at most on a weekly basis. Since data latency is not a concern in these cases, data
warehousing is a common option. Data warehousing reduces the unnecessary load put on opera-
tional systems, especially when the content of a dashboard demands data from multiple sources
on multiple platforms. Dashboards commonly include calculations on or transformations of the
originating data. A data warehouse reduces the redundancy of data consolidation processing that
Data Warehouse
would tax an operational system.
Operational Systems
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Real-Time Data Warehouse
Operational dashboards frequently require real-time or near real-time data. In these cases, data
latency is a primary concern. One of the benefits of a real-time data warehousing approach to
dashboard data integration is zero data latency.
The key is feeding the data warehouse in real time or near-real time. Transactions and events are
captured as they occur, cleansed on the fly, and loaded into the data warehouse. The obvious
difference here from traditional data warehousing is that the extraction step occurs as the
transactions come in. This further reduces the impact on operational systems, by minimizing the
frequency and volume of scheduled extract, transform, and load (ETL) jobs that load and refresh
the data for a traditional data warehouse. Even though real-time data warehousing is conceptually
complex it stillWarehouse
Realtime Data uses straightforward integration technologies like enterprise service buses, real-time
transformations, adapters, and transaction processes.
Operational Systems
Transaction Transaction
Billing Marketing
Figure 6: Real-time data warehousing addresses data latency concerns in dashboards by trickle
feeding the data warehouse with operational transactions as they come into the enterprise.
Since dashboards cannot always provide all the information users require, it is useful to provide a
method for getting more details. Rolling over a bar in a graph or drilling down on an element in a
tabular report can bring up context-specific information that enhances dashboard-spawned
observations. This analysis event can tap into operational data when necessary, further reinforcing
the quality and accuracy of the observation. As long as this on-demand pulling of operational data
improves decision-making, it will outweigh the negative impact on operational systems.
Operational Systems
Figure 7: Dashboard designers can help enhance the understanding of observations by including
drill-downs or rollovers that pull data from operational systems.
EII helps solve these dilemmas by providing the ability to link multiple data warehouses and
operational systems. EII helps minimize the delay in getting the right information into the hands of
decision-makers. This is an important integration solution for the timely delivery of dashboards as
the demands of business change. EII is particularly valuable when companies go through mergers
andEII
acquisitions, helping multiple systems from different companies rapidly integrate and get
information to management.
Operational Systems
Figure 8: EII lets designers get data into a dashboard faster by linking multiple data warehouses and
operational systems.
Web Services
Integrating data from the enterprise with applications hosted outside the organization is possible
with Web services used as an information resource. For example, you can reconcile data from a data
warehouse in your enterprise with a Web service that is available via an application hosted by a
9 Information Builders
third-party vendor as if they were a single data structure. This extends the possibilities of what can
be delivered in a dashboard.
Another way Web services make more information available to dashboards is by exposing the
intelligence built into existing reporting solutions as reusable Web services. For example, let’s say a
report exists that produces the lifetime value of customers. That information might be useful in a
dashboard, but how can it be displayed without bringing along the entire report that produces it?
Through Web services, this type of information can be exposed as data and integrated into the
Web Services
data warehouse or used directly within a dashboard.
Access appearing
to be from a
relational table
Figure 9: Web services provide a way to get information from outside the enterprise into a dashboard.
They can also expose existing BI reports as data for integration into a dashboard.
Supply-chain management is a common area where business processes can be automated. For
example, inventory levels can trigger an event that parts need to be ordered from suppliers. An
event can be automated to start reordering parts as part of a process flow. A report can show how
many parts are needed and include price quotes and delivery dates acquired from suppliers via
Web services. The automated system can also use the quotes to select a supplier by determining
which supplier has the best price and then generate an order.
Dashboards can be used to monitor, improve, and streamline process-driven business intelligence.
In the supply-chain example, there might be room for improvement. A dashboard can be used to
show that on-time delivery of parts has improved, but profits are flat. Further analysis might indicate
that profits are flat due to manufacturing costs. Though intelligence was added to the automation
of the supplier price-evaluation process, additional intelligence could be added to factor in turn-
over history for a part. Instead of re-ordering popular parts often, what if a higher volume was
Operational dashboards can also provide feedback on bottlenecks in the business process, which
can help IT decide where to concentrate efforts when implementing or improving a process-driven
business intelligence solution. For example, problem resolution time could be displayed in a
dashboard to help operations understand where delays exist, how long they last, and which ones
are the most adverse. A more targeted and strategic approach can then be used to improve
efficiency. Thus, business processes can drive business intelligence and business intelligence can be
Process Integration
used to drive the business process.
Billing
Listener
Real-Time Alert
Phone
Figure 10: Process-driven business intelligence helps organizations work smarter, not harder, by
automating decision-making. Dashboards can help monitor, improve, and streamline the process-
driven business intelligence solution.
WebFOCUS and iWay enable enterprises to build and manage their business processes end to end.
This service-oriented approach to process-driven business intelligence means that organizations
can create and deploy business intelligence as part of any process or service. This approach allows
each service to be managed independently in a plug-and-play manner, minimizing application
maintenance efforts and cost.
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Conclusion
Dashboards help organizations make better business decisions. The way in which they are created
is not trivial and attention must be paid to the details. Employing visual design standards and
principles are important, but are only part of the journey. The way in which data is integrated from
the enterprise is just as important. It requires proper planning to address what users need to see,
where the data is coming from, how soon it can be delivered, and ensuring that it is accurate
and consistent.
Information Builders’ iWay technology provides the options necessary for integrating enterprise
data for use in dashboards. WebFOCUS lets designers build dashboards that take advantage of
accepted visual design standards. From its support of over 280 native adapters to its ability to
automate business processes, these solutions provides organizations with the luxury of being able
to select an integration style that meets the needs of their dashboard users while adapting to their
enterprise infrastructure.
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