INFS5700 Introduction to Business Analytics
Week 5: Data Visualization and Exploration 2
• Recap on Week 4 topic
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• Dashboard Best Practice
• Demo with Power BI Desktop & Power BI Service
Power BI Component
• Power BI Desktop
• Power BI Service (Power BI.com)
• Power BI Mobile
(Source: Microsoft)
Workflow in Power BI
1. Bring data into Power BI Desktop, and create a report.
2. Publish to the Power BI service, where you can create new visualizations or build dashboards.
3. Share dashboards with others, especially people who are on the go.
4. View and interact with shared dashboards and reports in Power BI Mobile apps.
Power BI Desktop
An authoring tool used to create Power BI models and reports
It enables you to:
➢ Connect to data, including multiple data sources
➢ Shape the data with queries that build insightful, compelling data models
➢ Use the data models to create visualizations and reports
Model Data
Create Visualizations and Reports
Power BI Desktop
• Two important Power BI engines
➢ Power Query Editor
➢ Data Modelling (relationship + DAX)
Building Blocks of Power BI
• Visualizations • Datasets
• Dashboards
Go to Socrative Room name: 5700
What is a Dashboard?
Dashboards Best Practice
• Step 1: Objectives
• Step 2: Sketch
• Step 3: Prototype and Refine
Step 1: Objectives
• Establish the metrics that will be displayed
• Identify who should have access to the information
Which Metrics to Use
• Connect to firm’s overall strategy • Involvement of management team
Who is Your Audience
• Ask yourself, who am I designing this for?
• Level of expertise with the subject matter and data
Step 2: Sketch
• Consider display size
• Leverage the sweetspot
• Limit the number of views and colours
Consider Display Size
Leverage the Sweetspot
• Have a sensible “flow” and a logical layout of different pieces of information
• Most viewers scan web content starting at the top left of a web page
Limit the number of views and colors (1)
• In general, stick to three or four views
• Use a story — a sequence of visualizations that work together to guide the viewer through information
Limit the number of views and colors (2)
Step 3: Prototype and Refine
• Eliminate clutter
• Add dynamic features to encourage exploration
• Maximize the context for both the metrics and the dashboard overall
Eliminate clutter
Add Dynamic Features to Encourage Exploration
• Filters (Slicers)
• Interaction between figures
• Hierarchies
Maximize the context for both the metrics and the dashboard overall (1)
Sourced from Allio (2012)
Maximize the context for both the metrics and the dashboard overall (2)
Sourced from Allio (2012)
Maximize the context for both the metrics and the dashboard overall (3)
Sourced from Allio (2012)
Expect Dashboard to Change, Evolve and Mature
Sourced from Allio (2012)
Questions?
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