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Module 16: Design Principles and Best Practices

This module discusses design principles and best practices for intelligence dashboards. It covers optimizing performance by avoiding overly complex queries and returning too much data. Readability tips include using fewer columns and charts to simplify views. Security guidelines suggest using security groups and organizing dashboards by user role. Filtering should have default values to reduce data size. Common chart types like pie, bar, line and funnel are also overviewed.

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Deepanshu
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94 views17 pages

Module 16: Design Principles and Best Practices

This module discusses design principles and best practices for intelligence dashboards. It covers optimizing performance by avoiding overly complex queries and returning too much data. Readability tips include using fewer columns and charts to simplify views. Security guidelines suggest using security groups and organizing dashboards by user role. Filtering should have default values to reduce data size. Common chart types like pie, bar, line and funnel are also overviewed.

Uploaded by

Deepanshu
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Analytics: Application Developer (Siebel 7.

7)

Module 16: Design Principles


and Best Practices
Module Objectives

After completing this module you will be able to:


 Identify recommended design principles and best
practices related to the presentation of information in
Intelligence Dashboards

Why you need to know:


 As an analytics application developer, you want to ensure
that your users are able to use the data effectively and
that the applications’ performance is optimized

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Dashboard Design Tips

Performance

Readability

Security

Filtering

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Performance
 Avoid designing Dashboards that return too much data
 Avoid designing requests that use overly complex queries
 Use smaller requests that link to other requests for additional
detail
 Use Guided Navigation to link smaller Dashboards

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Readability
 Use fewer columns
 More columns in a request are not necessarily better
 Simplicity can tell the reader what is going on in one look
 Use charts to simply views of data
 Use conditional formatting to focus attention on data outside
given parameters

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Security
 Use security groups to filter out irrelevant or unwanted
Dashboards for users
 Organize Dashboards by user role to help users locate the data
they are interested in

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Filtering
 Ensure global filters have a default value
 Setting value to nothing or all will return all the data and impact
performance
 Setting a default value creates a smaller data set

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Charting Design Tips

Pie

Bar

Line

Funnel

Pareto

Scatter

Area

Radar

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Pie
 Pie charts are used to portray the contribution of the parts to a
whole

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Bar
 Bar charts draws comparisons between items, but not to a
whole
 Horizontal bar charts imply an emphasis on time
 Vertical bar charts remove the emphasis on time

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Line
 Line charts show one variable changing over time

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Funnel
 Funnel charts are used to graphically represent data that
changes over different periods or stages
 Funnel charts are well-suited for showing actual compared to
targets for data where the target is known to decrease (or
increase) significantly per stage, such as a sales pipeline

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Pareto
 Pareto charts used to ranking causes from most significant to
least significant (80/20 rule or Pareto Principle)
 Bars on left relatively more important than those on right

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Scatter
 Scatter charts show the correlation of two sets of numbers by
plotting where the variables intersect.
 Scatter charts are useful when the coordinates on the horizontal
scale, often time intervals, are irregular

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Area
 Area charts shows the relative importance of values over a
period of time
 Similar to a line chart, but emphasizes the amount of change
(magnitude of values) rather than the rate of change

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Radar
 Radar charts are a graphical display of the differences between
actual and ideal performance

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Summary

This module showed you how to:


 Identify recommended design principles and best
practices related to the presentation of information in
Intelligence Dashboards

Module 16: Design Principles and Best Practices 17 of 17

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