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PMF: Metrics and Dazzling Dashboards!. Bob Jude Ferrante Director of Development Information Builders, Inc. PMF: Metrics & Dazzling Dashboards! Overview. Summit 2011: PMF: Metrics & Dazzling Dashboards!. Dashboards – a Quick Intro. PMF: Metrics & Dazzling Dashboards! Dashboards .

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PMF: Metrics and Dazzling Dashboards!


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    Presentation Transcript
    1. PMF: Metrics and Dazzling Dashboards! Bob Jude FerranteDirector of DevelopmentInformation Builders, Inc.

    2. PMF: Metrics & Dazzling Dashboards!Overview

    3. Summit 2011:PMF: Metrics & Dazzling Dashboards! Dashboards – a Quick Intro

    4. PMF: Metrics & Dazzling Dashboards!Dashboards Let’s log on to PMF… pmfadmin, [no password]

    5. PMF: Metrics & Dazzling Dashboards!Dashboards Here is a Dashboard Line & Bar Chart Gadgets Pie Gadgets What do we mean by “Gadget?” Repeated for comparison…

    6. PMF: Metrics & Dazzling Dashboards!Dashboards Let’s change a Gadget’s preferences Click anywhere in this area.

    7. PMF: Metrics & Dazzling Dashboards!Dashboards A border now appears around the Gadget with a toolbar. Let’s change a Gadget’s preferences Click the Preferences ( √ ) button

    8. PMF: Metrics & Dazzling Dashboards!Dashboards Gadget preferences panel Click the Time Range filter

    9. PMF: Metrics & Dazzling Dashboards!Dashboards Gadget preferences panel Click Save. Choose Last 5 Quarters

    10. PMF: Metrics & Dazzling Dashboards!Dashboards Saving preferences (with Broadcast) This preference will be remembered The entire Dashboard updates.

    11. PMF: Metrics & Dazzling Dashboards!Dashboards Let’s switch Dashboards… Click the Dashboard’s Unlock button

    12. PMF: Metrics & Dazzling Dashboards!Dashboards In the Today Page dropdown… ChooseMetric Flex Mix – 07

    13. PMF: Metrics & Dazzling Dashboards!Dashboards Another Dashboard Click the tree folders to expand them.

    14. PMF: Metrics & Dazzling Dashboards!Dashboards Choose Measure Filters Click COGS, Margins,& Profit

    15. PMF: Metrics & Dazzling Dashboards!Dashboards Real-time Broadcast… The filters are applied to the Gadgets, in order.

    16. OK – let’s start! Dashboard 1. 16

    17. PMF: Metrics & Dazzling Dashboards!Dashboard Design Start Dashboard Designer. Click the Edit (pencil) button

    18. PMF: Metrics & Dazzling Dashboards!Dashboard Design The Dashboard Designer opens in place.

    19. PMF: Metrics & Dazzling Dashboards!Dashboard Design Remove some Gadgets. And the tree. Click the Gadget and then click the X (remove) button. Remove the Tag Cloud too. Click the Catalog.

    20. PMF: Metrics & Dazzling Dashboards!Dashboard Design … and drop it here. Add some Gadgets. Scroll the Catalog and click & drag Flex – Metrics Actual Bars (about ¼ way down)…

    21. PMF: Metrics & Dazzling Dashboards!Dashboard Design Resize the Gadget by clicking the resize handle Resize & add the same Gadgets. Now drag anotherFlex – Metrics Actual Bars on, and resize it.

    22. PMF: Metrics & Dazzling Dashboards!Dashboard Design Hold down Ctrl key, multi-click, then drag to move these Pie Gadgets… Move some Gadgets around. Close the Catalog.

    23. PMF: Metrics & Dazzling Dashboards!Dashboard Design Go Live. We didn’t have to pick Measures for these. PMF figured it out for us. Click Live

    24. PMF: Metrics & Dazzling Dashboards!Dashboard Design Save the Dashboard. Click Design Type A Dashboard - 01 and click Save. Click Save As.

    25. OK… Time for Dashboard 2. 25

    26. PMF: Metrics & Dazzling Dashboards!Dashboard Design Need a brand-new Dashboard. Click New.

    27. PMF: Metrics & Dazzling Dashboards!Dashboard Design Let’s add some Gauges. But… There’s a lot of Gadgets here… Just Gaugesappear here now! Type Gauge. Hit Enter.

    28. PMF: Metrics & Dazzling Dashboards!Dashboard Design Now add some Gauges to the canvas. Drag three Gaugesinto the canvas. Notice how the lines turn Green when everything is aligned. Notice how the Catalog fades so you can see the canvas.

    29. PMF: Metrics & Dazzling Dashboards!Dashboard Design Clearing the Catalog Search. Click the X button. The Catalog is all full again! Click & drag Flex – Metrics Pct-Rchd Line

    30. PMF: Metrics & Dazzling Dashboards!Dashboard Design Finish up, go Live. PMF picks the defaults but you can change them for everyone using Preferences. Size it… Click Live.

    31. PMF: Metrics & Dazzling Dashboards!Dashboard Design Let’s configure Broadcast for the Dashboard. Click Design. Click Broadcast.

    32. PMF: Metrics & Dazzling Dashboards!Dashboard Design Broadcast only Dimensions. Click Set. Click all the Gadgets one time. Change the dropdown to Dimensions only.

    33. PMF: Metrics & Dazzling Dashboards!Dashboard Design Live Broadcast. Click Live. Click a Gadget &click its Preferences ( √ ) button.

    34. PMF: Metrics & Dazzling Dashboards!Dashboard Design Click Preview. Select Location. Dimension filter is broadcast to all Gadgets! Select EAST

    35. PMF: Metrics & Dazzling Dashboards!Dashboard Design Let’s finish up the second Dashboard. • Now click Design. • Click Save. • Name it: A Dashboard – 02. • Click Save. • Click New.

    36. It’s Dashboard 3Time! 36

    37. PMF: Metrics & Dazzling Dashboards!Dashboard Design For this New Dashboard, let’s have: Two Pies: Flex Metric Share of Actual Pie Two Line over Bars: Flex Metric Actual Line Over Target Pct-Rchd Bar

    38. PMF: Metrics & Dazzling Dashboards!Dashboard Design Go Live. Configure Broadcast & add a Broadcast Controller: Add a Utility – Measure Tree Configure Broadcast for the Pies and Lines, Metrics only.

    39. PMF: Metrics & Dazzling Dashboards!Dashboard Design Automatic Grouping of like Gadgets! In the Tree, click Profit and Sales.

    40. PMF: Metrics & Dazzling Dashboards!Dashboard Design Let’s finish up the third Dashboard. • Click Design. • Click Save. • Name it: A Dashboard – 03. • Click Save. • Click New.

    41. It’s Dashboard 4 Time! (starting to see a pattern here?) 41

    42. PMF: Metrics & Dazzling Dashboards!Dashboard Design OK, so you’re already making assumptions… so… • No. • Dashboard Designer is not a Flex tool. • Any Web accessible content can be in a Gadget and thus displayed on a Dashboard. • For example: • WebFOCUS reports & charts • Web 2.0 applications • All of Flex is just one of these • OK. So let’s prove it...

    43. PMF: Metrics & Dazzling Dashboards!Dashboard Design One Metric – Share of Actual Pie. Go Live. Let’s mix up a lot of content! Try changing properties for one of the Charts – change the Time Range to Last 25 Months… Set Broadcast to Dimensions only. Everybody gets Broadcasts ! One Metric – Performance Grid One W2 – NY Times Top Stories Two Metric – Counts of Actual RYG Bars

    44. PMF: Metrics & Dazzling Dashboards!Dashboard Design Let’s finish up the fourth Dashboard. • Click Design. • Click Save. • Name it: A Dashboard – 04. • Click Save. • Click New.

    45. Big Dashboard 5! 45

    46. Go Live. PMF: Metrics & Dazzling Dashboards!Dashboard Design For this New Dashboard, let’s have: Flex Metric Actual Dual Line Slider Set Broadcast to Dimensions only. Check Time Animation. Flex Metric Bubble Chart Click Set. Three Pies: Flex Metric Share of Actual Pie

    47. PMF: Metrics & Dazzling Dashboards!Dashboard Design Time animation Click the Play (>) button Is that cool, or what? Try rewind, and stepping through Time… Click Explore Time.

    48. PMF: Metrics & Dazzling Dashboards!Dashboard Design Let’s finish up the fifth Dashboard. • Click Design. • Click Save. • Name it: A Dashboard – 05. • Click Save. • Click New.

    49. Final Dashboard 6… 49

    50. PMF: Metrics & Dazzling Dashboards!Dashboard Design For this Last Dashboard, let’s have: Set Broadcast to Dimensions only. Utility – Dimension Tree Scorecard - Strategy Map