CS代考 INFS5700 Introduction to Business Analytics

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

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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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