8/17/2019 Best Practices for Report and Shared Folder Design

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Best Practices for Report and Shared Folder Design

Shared Folders:

1. Each project or business unit will be given a dedicated shared folder on the catalog thecorresponding report developments.

.!n" project specific wor# is not supposed to be saved in $%" Folders&.'.Dashboard( Page )ame ( Report )ame ( *eb +roups should be saved to relevant sharedfolders with proper and easil" identifiable naming conventions,.Each Dashboard ( Page ( Report should have descriptions

Interactive Dashboard:

1.-ompact and balanced and Feature Rich.Do not use an" special characters/0(23(24(25(& etc.6 for naming convention in '. 7r" to avoidcomple8 pivot tables.,. 9ts not recommended to use +uided )avigation which effects the report performance.:. ;se single +< button for g all the prompts in the report

=.!ppl" the hidden column format as the s"stem‐wide default for these preservation >.)ame

should be meaningful for business?. Each report can have title definition@. Do role based personaliAation wherever applicable1. !nswers access should be restrictive to group of users via privilege control b" 11. !ppl" filter with some default value to avoid high response time1. !void drop down list for filters for large set of distinct values1'. For date calendar column place it in pivot rather tabular data show1,. !lwa"s tr" to put a single +o1:. %a#e Drill in place in dashboard for Drilled down reports1=. Put the Download (Refresh ( Print lin# across all reports1>. ‐D charts are easier to read than '‐D counterpart t"picall" for bar charts

1?. ;se standard dashboard la"out across all pages1@. 7r" to #eep onl" ' to , messages per page. Remember people read from left to right 4 top to bottom1. !lwa"s #eep dashboards s"mmetrical( balanced and visuall" appealing. !ugment basic reports with -onditional Formatting'. !lwa"s leverage Portal )avigation( Report )avigation 4 Drill‐down,. -reate Cisibilit" Roles:. Place Filter Ciews underneath 7itle views=. Dont Show Detailed Filters 7he" loo# cluttered6>. ;se standard saved templates to import formatting and appl" the la"out?. ;se regionsection collapsible features .@. ;se Ciew selector to allow same data to be replicate across several Ciew.

'. !void horiAontal scrolling of dashboard page'1. Remember that "ou can embed folders or groups of folders'. !lwa"s Drill)avigate from summar" to detail( top to bottom''. !lwa"s tr" to leverage each reuest view within an application or demonstration 7able(7ic#er( )arrative(Filter( etc.6