Designing Web Intelligence Dashboards Boot Camp

Instructed by AMY O’NEEL AND ROXANNE PITTMAN – INFOSOL INC.

Monday, June 17 2019 | Day 1

The Designing Web Intelligence Dashboards three-day bootcamp covers three types of dashboards Alerting, Strategic, and Analytical. Throughout the nine modules the participant learns dashboard best practices including how to design, use, and share all three dashboards using Webi.

Module 1 –Alerting Dashboard – Alerting Dashboard Using Heat Maps and Scorecards

This module covers the first of three types of dashboards, Alerting dashboards. The participant will learn about charts that alert including heat maps and score cards.

Intended Audience:  This module is an appropriate introduction to charting for users of all skill levels in Web Intelligence.  No prior Web Intelligence experience necessary.

Major Topics Include:

  • Bringing in Data
  • Displaying data in Heat Maps
  • Displaying data in Scorecards
  • Using Specialty Fonts
  • Highlighting with Conditional Formatting
  • Turning on Tracking

Module 2– Alerting Dashboard – Making it Active

In this module, the participant learns how to create an attention grabbig Alerting dashboard. This module covers using a script for refreshing on a timer, creating eye-catching marquees and adding options in scheduling that can trigger alerts and emails.

Intended Audience:  This module provides the scripting and walk through of each step of scheduling for users of all skill levels in Web Intelligence.   A basic understanding of adding blocks and cells to Web Intelligence reports and in scheduling documents is helpful.

Major Topics Include:

  • Adding Scripts to Webi
  • Schedule to Alert
  • Schedule to Email
  • Marquee and HTML Options

Module 3– Alerting Dashboard- Linking it to Detail

Once alerted to the anomalies in our Alerting dashboard, the participant learns how to drill into the details further to determine the cause of the alert.  In this module we cover ways to display the dashboard either in the HTML5 interface or the BI Workspaces.  We review various linking options between documents and report and chart to table displays for adding external links.

Intended Audience:

We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • HTML5 Fiori Interface
  • Bi workspaces
  • OpenDocument Linking
  • Report to Report Linking
  • Cell Format as Hyperlink

Tuesday, June 18 2019 | Day 2

Module 4– Analytical Dashboard: What If?

During the analytical dashboard module, we explore the What-If Analysis. You will learn how to modify range inputs and add multi-select and single select filters. Additional topics covered in the module include passing a value when refreshing data, so you can influence the resulting format, switching dimension, and measuring selections on the fly.

Intended Audience:

We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • Range Input Controls
  • Measure Selection
  • Multi-select Input Controls
  • Passive Prompts
  • Element Linking

Module 5 – Adding Custom Charts

This module covers add-ons known as Custom Elements.  There are numerous add-ons available in the market place that improve your charting options with Webi.  During the module, the participant will learn how to upload add-ons and the process of creating your own through a Google Charting link. There are many charts to choose from, the participant will learn when to use specific charts to convey their message.

Intended Audience:

We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • Adding Custom Elements
  • Using Node.js for Google Charting
  • When to Use Which Chart

Module 6– Analytical Dashboard: Functions for Statistical Charting

This module covers statistical charting options. They include the reusability of complicated formulas with Shared Elements as well as some functions and formulas that are available to assist in calculations.

Intended Audience:

We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • Statistical Functions
  • Percentile
  • Context Operators
  • Polynomial Functions
  • Shared Elements

Wednesday, June 19 2019 | Day 3

Module 7– Strategic Dashboard: Using Space Wisely

The third dashboard type is Strategic dashboards.  The Strategic dashboards typically track KPIs and are often used by management. The objective is to convey information quickly using images and color appropriately.  The participant learns how to smartly use space and address designing for mobile consumption. In addition, the participant learns how to communicate using overlay transparent images and color coding.

Intended Audience:

We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • Infographics
  • Alignment Dependency
  • Tiles
  • Transparency in Image Overlays
  • Color Coding

Module 8 – Interactive Charts & Blocks

This module covers Strategic dashboards using interactive charts and blocks. The participant learns how to include geographic charts, element linking, and special input controls as well as using show/hide options on blocks to display based upon formula.

Intended Audience:

We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • Key Data points
  • Element Linking
  • Hide Cell or Block Based on Formula
  • Bullet Charts
  • Section Selection
  • Label Menu / Intra-document linking

Module 9 – Key Performance Indicators

Key Performance Indicators are discussed in display and concept relative to dashboards.  The participant learns how to comment on dashboards and use reference cells as input for tiles to showcase results.  Additionally, you will learn about best practices and considerations when designing for mobile devices.

Intended Audience:

We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • Key Performance Indicators
  • Comments
  • Reference Cells
  • Designing for Mobile Display