Building BI Dashboards With SAS

Building BI Dashboards with SAS Gauges and SAS BI Portal
Dan McCreary President Dan McCreary & Associates dan@danmccreary.com (952) 931-9198
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Copyright 2008 Dan McCreary & Associates 1
About this Presentation

Designed for a group of BAs that were gathering requirements for a enterprise BI system Focus on gathering precise requirements for information dashboard design using SAS BI tools
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Objectives
What are BI Dashboards? How are they related to SAS scorecards? How are they managed in SAS? List Gauge Types Give Report Specification Developers a Single Reference Card
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Dashboard Benefits
Visual presentation of performance measures Ability to identify and correct negative trends Measure efficiencies/inefficiencies Ability to generate detailed reports showing new trends Ability to make more informed decisions based on collected business intelligence Align strategies and organizational goals Save time over running multiple reports
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The Auto Dashboard
The auto reference model Dummy lights check engine No drill down
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Copyright 2008 Dan McCreary & Associates
Gas Indicator
Gas Gauge and Warning Range

F
The arrow is the current value The gauge has a warning range In cars you can not customized the range to your risk preference
(1/4, 1/8, 1/16 of a tank)
Indicators can be customized to the preferences of a department, group, team or individual
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Terms
Dashboard a collection of portlets Portlet a region of a portal page JSR-168 a standard for displaying portlets in any vendors portal Indicator a way to describe a metric with a set of known values Gauge Type a specific type of indicator such as a dial or bar
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Sample SAS BI Architecture

Operational Source Systems
Staging
Nightly Replication
OLAP Cubes
Presentation
Web Portal
Fact Tables Portlet Portlet
Semantic
Portlet Portlet
Security
Conformed Dimensions
SAS Information Maps
Excel Flash Dashboard HTML
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Metadata Web Services

Metadata Registry
Data Freshness
95% of the time a user can do analysis from data created from aggregates in the OLTP cube Aggregates are created each night Make sure your users understand that real-time data on the operational source systems will need special processing Add an appropriate budgeting factor for any realtime requirements (see Dan for ROI spreadsheet)
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Sample Dashboard
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SAS Graph as a Portlet Generator
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Steven Few Example with SAS Graph
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About SAS 9.2

SAS 9.2 does not have native support for JSR-168 portlets SAS 9.3 (due January 2009) will have better JSR-168 compliance For this 2008 our goals will be to use the SAS portal tools within the SAS portal alone 2009 will focus on Portlet portability
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Scorecard Standards
Note that there are three data values and four ranges
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Threshold
Target
Stretch
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Warning on the Semantics of the Word Target

Most systems define the word target as a specific numeric value that a metric should be aspiring to or the goal value of an organization for a metric Some non-standard systems (eg Thrivent) define target define target as a point between the yellow and the green areas of an indicator Use precise words in your requirements
Target Goal Value Yellow/Green Separation Value
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SAS BI Range Registry
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Creating a New Range Item
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SAS Gauge Types

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Button Curved Slider Cylinders Fancy Arrows Gauge Simple Tachometer Dynamic Bullet Bar Dynamic Dial Dynamic Slider Dynamic Speedometer Dynamic Traffic Light
Marked Dial Pointers Reversed Tachometer Simple Arrows Simple Dial Slider Solid Tachometer Traffic Light Stylized Slider Stylized Tachometer Arrows Vertical Slider
Dynamic Bullet Bar

Current Value Target Value
Actual value is the horizontal black line Target is vertical black line
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Dynamic Dial Meter

Current Value
Target Value
The color of center of gauge is the current indicator value

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Dynamic Slider
Current Value Target Value
Color of triangle reflect the current value

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Dynamic Speedometer
Current Value
Target Value
Great for people that like car gauges Take up considerable screen real-estate
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Dynamic Stoplight
Display a simple color to indicate the status of a metric Sometimes a simple design is the best Note that some people are color-blind and will need more than color to show a value
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Logical Model for BI Dashboards

Dashboard
1..N
Portlets
1..1 1..1
1..1
Indicator
1..1
Metric
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Range
Gauge Type
Portals have many dashboards Dashboards have many portlets Some portlets are associated with an indicator Indicators display some metric that the user wants to measure and compares that metric with expected values Some indicator use SAS Gauges Gauges can reference a library of colors from a range item
Agility
The business determines the metric to measure and the expected values:
target threshold stretch
Use range values from the range value registry

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Process
Gather business requirements about what values are relevant for your group Read up on dashboard design and dashboard presentation concepts Create prototypes for users Review with usability team for sanity check Build system on test environment Migrate to production
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Other to Build Rapid Prototypes

Use Prototypes to gauge users reactions and to do basic dashboard layouts Use Microsoft Excel and charts Use Google Charts (REST)
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Resources
Books
How to display (Steven Few) What to measure (Wayne Eckerson)
Blogs
Dan McCreary on Bullet Bars with Google Charts http://broadcast.oreilly.com/2008/11/creating-bulletbars-with-goog.html
SAS Training
SAS BI Portal
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Information Dashboard Design

Information Dashboard Design Steven Few OReilly 2006 Excellent guide for the dashboard designer Focus on usability Based on actual studies of pattern recognition
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Performance Dashboards
Performance Dashboards: Measuring, Monitoring, and Managing Your Business. Wayne W Eckerson John Wiley & Sons 2006
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Wikipedia References
Dashboards (management information systems) Business Intelligence Balanced scorecard
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Questions?
Dan McCreary President Dan McCreary & Associates dan@danmccreary.com (952) 931-9198
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Thank You!
Please contact me for more information:
Enterprise Data Architecture Business Intelligence Data Warehouse Metadata Management Metadata Registries Service Oriented Architectures Semantic Web
Dan McCreary, President Dan McCreary & Associates Metadata Strategy Development dan@danmccreary.com (952) 931-9198 M D

Building BI Dashboards With SAS

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Building BI Dashboards With SAS

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Building BI Dashboards with SAS Gauges and SAS BI Portal

About this Presentation

The Auto Dashboard

Gas Gauge and Warning Range

Indicators can be customized to the preferences of a department, group, team or individual

Sample SAS BI Architecture

Fact Tables Portlet Portlet

SAS Information Maps

Excel Flash Dashboard HTML

Metadata Web Services

SAS Graph as a Portlet Generator

Steven Few Example with SAS Graph

About SAS 9.2

Copyright 2008 Dan McCreary & Associates

Warning on the Semantics of the Word Target

SAS BI Range Registry

Creating a New Range Item

SAS Gauge Types

Dynamic Bullet Bar

Dynamic Dial Meter

The color of center of gauge is the current indicator value

Color of triangle reflect the current value

Logical Model for BI Dashboards

Use range values from the range value registry

Other to Build Rapid Prototypes

Information Dashboard Design

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