Performance Dashboards: Balancing Self-Service and Ad Hoc BI. Wayne Eckerson Director, TDWI Research July 29, 2009

Transcription

1 Performance Dashboards: Balancing Self-Service and Ad Hoc BI Wayne Eckerson Director, TDWI Research July 29, 2009

2 Sponsor 2

3 Agenda Barriers to adoption and usage Accelerators of usage Self service MAD framework 3

4 Barriers to Adoption 4

5 Percentage of Active BI Users Based on 675 respondents, Wayne Eckerson, Pervasive BI: Techniques and Technologies for Deploying BI on an Enterprise Scale, TDWI Research,

6 Close Inspection Power Users (20%) Create lots of reports Create inconsistent reports Create runaway queries Waste time & money Casual Users (80%) Can t find the right report No single version of truth Slow response times Too complex to use 6

7 Barriers to Usage Based on 675 respondents, Wayne Eckerson, Pervasive BI: Techniques and Technologies for Deploying BI on an Enterprise Scale, TDWI Research,

8 Ways to Accelerate Usage Based on 675 respondents, Wayne Eckerson, Pervasive BI: Techniques and Technologies for Deploying BI on an Enterprise Scale, TDWI Research,

9 Systems Theory: Limits to Growth Archetype 9

10 Usability Self service 10

11 Two Types of Self-Service Ad hoc report creation (Power Users) Select facts and measures from a folder Query databases; Format output Ad hoc BI Ad hoc report navigation (Casual Users) Click to drill, filter, or navigate Select filters; respond to prompts Tailored delivery 11

12 What is Tailored Delivery? - Ad hoc report navigation - An interactive, information sandbox! - A more elegant way to deliver self service to casual users! - Meets 60%-80% of the information needs of 80% of the users 12

13 What is Tailored Delivery? A layered information delivery system Tailored to a specific group of users That individuals can personalize A performance dashboard or parameterized report 13

14 Tailored Delivery Each contains about 20 dimensions and 12 metrics Users think they are doing ad hoc but they re not Each can replace dozens or hundreds of reports 14

15 Performance Dashboard Functionality Users Monitor Graphical Data Executives/ Managers Analyze Summarized Data Analysts Drill thru Detailed Data Workers MAD Sandbox 15

16 Cisco System s BI Framework Purpose, Audience, Architecture Actionable Metrics Intelligent Business Actions Contributing Metrics Intelligence & Knowledge Detail Metrics Information & Data Increase Productivity 16

17 This is Insane!! Not MAD Reports Detailed Data Everyone OLAP Summarized Data Analysts Spreadsheets Graphical Data Managers 17

18 Evolution Double MAD! Functionality Adjacent Applications Monitor Graphical Data Model Analyze Summarized Data Advanced Analytics Drill thru Detailed Data Decide & Do 18

19 User Inventory New School 80% of the Time 20% of the Time Casual Users Power Users Task Tool Task Tool Monitor MAD Issue queries BI search Analyze Discover trends Visual discovery Dashboard Drill thru Create plans Excel/Planning Author Report design tool Monitor Plan Excel/Planning Analyze MAD Analyze OLAP/Visual discovery Drill thru Dashboard Predict Data Mining Tailored Ad hoc 19

20 Who develops the MAD Framework? 20

21 IT must be totally involved!! - Understand users and business processes! - Populate the DW! - Develop and manage the MAD framework! -Train super users! -Evaluate super user extensions! 21

22 Summary Gut check: Self-service or self serving BI? You can t abdicate responsibility! Engage with users to liberate yourself! Tailored BI is the key A more elegant way to implement self service The key to pervasive BI Know your users and their roles Don t forget about ad hoc Graphical Data Summarized Data Detailed Data Detailed Data 22

23 Additional Resources Web Seminar Resources + For a copy of the slide deck and to hear the web seminar on-demand go to Other Tableau Resources + For access to whitepapers, previously recorded web seminars and additional Tableau examples, go to + ss-intelligence-software Wayne Eckerson +weckerson@tdwi.org Elissa Fink +Tableau Software +efink@tableausoftware.com x560 All rights reserved Tableau Software Inc.

24 Questions?? 24

25 Contact Information If you have further questions or comments: Wayne Eckerson Elissa Fink 25