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An online dashboard in a snap
Create a WEB dashboard in minutes
for your Key Performance Indicators
using a simple & free tool
and no programming expertise
© Component Based Solutions Ltd.
When...
You need a KPI Daskboard Internal or External to your organization Available through any Web Browser Up & running in a few hours Complete, flexible and expandable Requering absolutely no programming skills Spreadsheet is all what you need to know With absolutely NO investment
KPInstant gives you...
An online interactive dashboard two distinct styles (modern &. gauge-vintage) Alert indicators Multiple perspectives Selectable analytic dimensions Evolution charts Interactive help & interrelationships
… absolutely for free!
3 simple steps
Step 1: Define measures
Fill a simple spreadsheet whose template you can download from:
http://www.cbsolution.net/jnlp/samples/kpinstant/kpinstant.xls
Use one line for each measure, as shown in next slides.
Not requiredNot required
This is the name of your
KPI or measure
This is the name of your
KPI or measure
Enter % if percentage and
# decimals
Enter % if percentage and
# decimals
Enter 'KPI' show measure in Dashboard. To use perspectives enter name followed by ”perspective”.
Separate entries by commas.
Enter 'KPI' show measure in Dashboard. To use perspectives enter name followed by ”perspective”.
Separate entries by commas.
If measure has multiple
dimension enter them here
separated by comma,
example: client, store,
product ...
If measure has multiple
dimension enter them here
separated by comma,
example: client, store,
product ...
Identify measures
Not requiredNot required
Those fields are not required and for documentation only, but can help user understand the measure. Also, if you reference other measures (inside square braces) their
values will be shown upon request, to assess, for example how measure was computed.
Those fields are not required and for documentation only, but can help user understand the measure. Also, if you reference other measures (inside square braces) their
values will be shown upon request, to assess, for example how measure was computed.
Cross-reference measures
Define control ranges
Not requiredNot required
Values under Ideal minimum will be shown in
yellow.
Values under Ideal minimum will be shown in
yellow.
Values under allowed
minimum will be shown in red.
Values under allowed
minimum will be shown in red.
Same considerations (red – yellow)
apply to maximum.
Same considerations (red – yellow)
apply to maximum.
Step 2: Collect data
●You also use spreadsheet to collect data●There is no predefined template●Organize them as you wish●Provide how many you need●Fill & deploy them with any frequency
●Just use named ranges to bind values to measures.
3 Kinds of data
Data used to compute measures
Data used to compute measures
Computed measuresComputed measures
Dimension keys: relate values to
dimensions (what they refer to)
Dimension keys: relate values to
dimensions (what they refer to)
Defining named ranges
Define range names to bindDimensions and measures to cells
Define range names to bindDimensions and measures to cells
SpecialTIMErange
How KPInstant reads data
KPInstant uses your named ranges to understand
spreadsheets. 2607 refers to “Pizzas Sold” measure for
“All Stores” (store dimension) on Feb/3/2010
KPInstant uses your named ranges to understand
spreadsheets. 2607 refers to “Pizzas Sold” measure for
“All Stores” (store dimension) on Feb/3/2010
Named ranges rules - 1
To create a named range using Excel, select the cells and then choose Insert > Names.
Define a named range for each: - measure (Col. A of measures spreadsheet, but you will see an alternative) - dimension (Col. E of measures spreadsheet)
Define the special named range TIME for the implicit and always present time dimension. It shall contain dates as number, formatted in whatever way you wish (but shall be numeric!)
Named ranges rules - 2
Range names shall be all uppercase with any character that is not letter or digit converted to underscore, ex: “Net Sales” becomes NET_SALES.
You can combine how many dimensions, time and measure you wish either vertically or horizontally.
Wrapping and MEASURES range can simplify this task. See next examples.
Ranges Wrapping
A short range, like time range will automatically wrap. Thus you can
enter a single value instead of repeating it. The same way if you
have 3 products to be cross-combined with multiple clients you
need provide just 3 cells.
A short range, like time range will automatically wrap. Thus you can
enter a single value instead of repeating it. The same way if you
have 3 products to be cross-combined with multiple clients you
need provide just 3 cells.
The MEASURES range
Instead of using a named range for each measure you can use a single
range named MEASURES containing measures name, bound to a range named VALUES bound to actual
measure values.
Instead of using a named range for each measure you can use a single
range named MEASURES containing measures name, bound to a range named VALUES bound to actual
measure values.
MEASURES VALUES
Your dashboard is ready!
To use KPInstant, simply copy the definition (kpinstant.xls) and any data spreadsheets to a folder or web location. Data spreadsheets can have any name (but shall also be .xls: Excel 97-2007 format).
Then point your browser at KPInstant (*):
http://www.cbsolution.net/site.oss/launch/kpinstant
(*) you need Java plugin in your browser (usually already present), you can check and install it at:
http://www.java.com/en/download/dt_verify.jsp
Inside KPInstant choose:
My Dashboards > Open
And enter the name of folder or URL where you placed the spreadsheets.
To have a taste of KPInstant you can open the dashboard located at this URL (from which next examples of a pizza store chain are taken):
http://www.cbsolution.net/jnlp/samples/kpinstant/tower-of-pizza/
The Modern style
Alert IndicatorsONLY shown if yellow (alert) or
red (action required)
Alert IndicatorsONLY shown if yellow (alert) or
red (action required)
MeasuresMeasures
Bullet chart
shows status
Bullet chart
shows status
Switch to different
perspective,You will get a different
set of measures
Switch to different
perspective,You will get a different
set of measures Sparkline
shows trend
Sparkline shows trend
Current Value
Current Value
The Vintage Style
Click on Preferences > Vintage to change style,
Now let's go back to modern style, spartan but more effective.
Click on Preferences > Vintage to change style,
Now let's go back to modern style, spartan but more effective.
Understanding measures
Click on measure to display
their meaning
Click on measure to display
their meaning
Visualizing evolution
Click on spark line
to plot evolution
Click on spark line
to plot evolution
Getting detail
Click on bullet chart for detail
and related measures
Click on bullet chart for detail
and related measures
Drill down
Selecting “Context” let you choose and combine available dimensions.
Selecting “Context” let you choose and combine available dimensions.
Suggestions
Start practicing with only 2-3 measures, grow incrementally.
KPInstant uses same format of KPIStudio (also free) that produces great project documentation. Simply open kpinstant.xls with KPIStudio and generate PDF.
Q & A
Can I access directly my legacy data instead of reading from spreadsheets?
Yes, you can use a REST interface to access any data you wish. Ask your tech staff to contact [email protected] for detailed information
I am missing a certain feature...We greatly appreciate any kind of suggestion. Please, let us know your needs and whet you think of KPInstant to [email protected]