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CP-54:Designing and Creating Information-Rich Interactive Dashboards
Anya Nixon, Deltek
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Relevant Roles for this Session
• CER User
• Advanced CER User
• CER Developer
• CER Admin
Objectives1. Introduction
2. Reports vs Dashboards
3. Creating Effective Dashboards
4. Upcoming Features
5. Q&A
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Reports vs Dashboards
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What’s the Difference?A dashboard is highly
summarized data presented
visually for at-a-glance
insights.
A report is a tabular
presentation of detailed
data which requires in
depth attention.
» Anscombe's Quartet
– famous example
» Can you spot any
trends in the data for
each group below?
Why Dashboards?
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» How about now?
» Visualizations
help us to identify
patterns more
quickly
Why Dashboards…
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Creating Effective Dashboards
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Know your Audience.
Know your Audience
The Casual User The Business User The Power User
Beginner or infrequent user.
May require more guidance in
the form of labeling and
prompting.
Tracks key metrics on a regular
basis to gauge trends and
exceptional data. Looking for
highly summarized, highly
visual, at-a glance insights that
tell a story.
Wants to drill into details and
slice and dice the data in
various ways. Probably creates
their own dashboards and uses
them daily.
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Know your Audience
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Create dashboards geared to a specific role or business operation. Our dashboards are
created for:
Project Managers, Organization Managers, Executives, Contract and Opportunity Mgmt
We display tips for end users recognizing this is new to everyone.
Our chart titles give hints about ‘drill to’ or ‘drill through’ functionality for that object.
Choose the Correct Visualization.
Relationships Comparisons Composition
Choose the Correct Visualization
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Network Column Heat Map
Line (Over Time)
BarBubble
Scatter
Tree Map
Pie/Donut
Choose the Correct Visualization
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Provide Interactivity.
Country Corporate Fiscal Year Organization
Region Company Quarter Project Manager
State Department Period Customer
City Product Subperiod Project Type
Provide Interactivity: Navigation Paths
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Navigation Paths
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Provide Interactivity: Navigation Paths
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Right click on a column or label within
a visualization to surface the on-
demand toolbar for more interaction
with the object.
» Drill Back
» Drill Down
» Navigate
Provide Interactivity: Drill Through to Reports
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» Right-click on a
column or label to
drill-through.
» Ctrl clicking will allow
you to select multiple
items.
» The Relative Time dimension is calculated based on the
current reporting period that is established in
Costpoint>Reports & Analytics>Reporting
Configuration>Manage Current Reporting Period.
» To view data for a prior year, for example, include a filter
selecting Prior Year from the Relative Time Desc column
and CER will relatively adjust to return that data.
» When the Relative Time Desc is combined with the FY-
Period or FY-Quarter attributes it allows for even more
analysis.
Provide Interactivity: Utilize Relative Time
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Provide Interactivity: Using Relative Time
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Each
visualization
displays
Current Year
Revenue
using
different
attributes of
the Relative
Time Desc
expanding
your insight.
Contemplate Layout.
Contemplate Layout: Inverted Pyramid
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High Level Insights
Important Details
Background
Users will read data from top to
bottom. Keep highest level data at
the top of your layout and as the user
reads down, unveil more detail.
Example:
Contemplate Layout: Alignment
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• A user also reads
data from left to
right.
• Keep related data in
a single row.
• If applicable, lead
with key or
summary info first
(to the left) followed
by details.
Example:
Contemplate Layout: Groupings
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• Group related
data items
together so the
user knows what
belongs
together.
• This applies to
the content on a
tab and well as
the content in a
tab.
Example:
Contemplate Layout: Repetition
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• Reuse elements
to create a
theme or
pattern.
• CER even
includes a
feature for
repeating charts
in either rows or
columns.
Example:
Keep it Simple.
Keep it Simple
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» Use
consistent
formatting,
labeling and
color palettes.
» Use colors
and size in a
meaningful
way.
» Don’t
overcrowd
page.
Consider Performance.
Consider Performance: Summary Data
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» Look for ‘summary data’
tables when compiling
your dashboard.
» Data is limited to the past
24 months which limits
rows and improves
performance.
» A data set is a customized subset of
data from a package or module for a
specific purpose.
» The data set can be filtered to create
high-performing subsets of data.
» The data is stored on the server.
» Data sets can be refreshed manually
or via a schedule.
Consider Performance: Data Sets
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Solicit Feedback.
Recap
1. Know your Audience.
2. Choose the Correct Visualization.
3. Provide Interactivity.
4. Contemplate Flow.
5. Keep it Simple.
6. Consider Performance.
7. Solicit Feedback.
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33
Upcoming Features in v8.0
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Upcoming v8 Features in Dashboards» New and Improved Visualizations.
» Expanded Formatting Options.
» Copy and Paste between Dashboards
and Reports.
» Custom Color Palettes.
» Artificial Intelligence functionality via
Assistant and Explorations
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 35
Tuesday, 2:10 – 3:10 – Gainesville 1-2CP-52: Costpoint Business Intelligence: Upgrading from CER 7.1 to CER 7.2.3
Tuesday, 3:20-4:20 – Naples 1-2CP-53: Report Authoring Tips and Tricks in Costpoint Business Intelligence CER 7.2.3
Tuesday, 4:30-5:30 – Naples 1-2CP-55 Costpoint Business Intelligence CER 7.2.3- Executive Dashboards and Financial Reporting
Wednesday, 10:00-11;00 – Naples 3CP-56: As a Costpoint Business Intelligence CER End User, How Do I Leverage the New Features After We Upgrade?
Wednesday, 11:10-12:10 – Naples 3CP-53: Data Modeling-How to Create Effective Data Models to Support your Dashboards and Reports
Wednesday, 2:10 – 3:10 - Naples 3CP:54: Designing and Creating Information-Rich Interactive Dashboards in Costpoint Business Intelligence CER 7.2.3
Wednesday, 3:20 – 4:20 - Naples 1-2CP-50: Costpoint Business Intelligence Roadmap
Thursday 9:40-10:40 – Sarasota 1-2CP-59: Administration for Costpoint Business Intelligence CER 7.2.3 - Setting Up The New Security Model and How to Effectively Guard Your Data
Deltek BI Sessions
Tuesday, 10:00-11:00 – Gainesville 1-2 Mehul Desai, PCI
CP100: A Whole New World of Business Intelligence
Wednesday, 4:30-5:30 – Sarasota 1-2 – Hari Sury, Sury Analytics
CP-57:Analytics for GovCons - A Roadmap To Success
Thursday, 8:30-9:30 – Sarasota 1-2 – Rich Hardin, VSE
CP-51:Deltek Costpoint Business Intelligence (CER) Leveraging Analytics: The Old, The new And
Everything In Between
Customer/Partner BI Sessions