Cognos Analytics Dashboarding Best Practices

Another installment of our educational blog series is here! If you have suggestions for future blog topics, we want to hear them. Email us at marketing@capitalizeconsulting.com with your ideas!

Visualizations are eye-catching when first created. However, once the glamour has worn off, a well-designed dashboard will continue to be used by decision makers. Below are some dashboard design tips to give your dashboard a long life.

Dashboarding Terminology

 Widget: Any item on a dashboard, including shapes, visualizations, summaries, prompts, etc.

Widget Group: Widgets grouped for focused prompting and filtering.

Visualization: A chart/graph widget.

Summary Widget: A single value widget that shows a summary of a measure.

i.e. 

Value: Measure used in a widget. Can be referred to as length, or size, etc. in the User Interface.

Category: Attribute used in a widget. Can be called color, bars, sections, etc. in the User Interface.

Cleaning Up Data

Data Sets and Data Modules

Dashboards run faster from data sets than packages. It is better to create a data set form the package and schedule it to refresh on a daily/hourly basis. Create the dashboard on the data set or create a data module from the data set.

Data Items Names

Name things you want them to be displayed on the dashboard in the data module or in a dashboard calculation. As of 11.1, you can’t rename data items in dashboards yet.

Save Calculations for Dashboard/Data Module

If there are calculations in your package, recreate them in the dashboard/data module. If you copy them over to the data set, you can’t recalculate based on filtered data.

Measure Groups

Divide measures like experience and salary into groups to be used as categories. Be sure to keep the original measure in the data module as well so you can use it as a value.

Displaying Data

Storytelling with data

Figure out what type of story this dashboard will be telling. Decision makers typically find dashboards with a consistent message to be more easily digestible.

Dashboard stories can usually be broken down into one of two categories: “Show Success” or “Find Failure.” A third, less common, type is titled “Show Exactly As This Report.”

SHOW SUCCESS

These are the kinds of visualizations you might show at board meetings, use for end-of-year reporting, etc. The audience is usually comprised of decision makers in charge of the fate of a project.  This Dashboard should be designed to show improvement since a project was implemented.

Tips for Show Success Dashboards

  • Larger numbers are more impressive than small ones. “83% Attendance Rate” is more positive than “17% Absence Rate.”
  • Ideally, employ a color-coordinated palette with little variation. If possible, use soothing cool colors like blues and greens. Yellow should be the strongest color on this dashboard to highlight the best points. Avoid reds as this color often signifies danger.
  • Prompts and filtering should be limited. Larger visualizations look more impressive than multiple visualizations.

FIND FAILURE

The consumers will use these visualizations themselves to find problems, make decisions, and respond to situations.

Tips for Find Failure Dashboards

  • Smaller numbers overall will make larger numbers stand out. For example, an absence rate of under 9%% compared to an absence rate of 13% will catch a decision maker’s eye.
  • Not everyone reads visualizations the same way. Show the same data in multiple ways and see which the decision maker likes best for finding issues.
  • Use a high-contrast palette. Use red and orange to highlight areas of issue and cool colors for areas of less urgency/importance.
  • Offer lots of prompts and filtering options to help narrow down the source of the issue. The more options on a tab, the better.

SHOW EXACTLY AS THIS REPORT

This third type of visualization is more common in a school or government. Government reporting is an amalgamation of formulas and requirements. Some groups find dashboards to be a useful tool to display this collection of information. The decision maker has no control over the story they tell, so they want warning of their story ahead of time. My tip is to try to get a copy of the report you are trying to build a dashboard for and make sure the dashboard best represents that report.

Choosing a Visualization

Avoid using the same visualization repeatedly. A dashboard filled with only bar charts is monotonous. Try to change it up with a column chart or a stacked bar chart instead.

Visualizations for the Data

Choose which visualizations to display your data with care. The below is a sampling of visualization options. There are other types of visualizations available. Google is a good source to figure out how to best use them.

Individual Parts make up the whole

  • Pie
  • Stacked Bar/Column
  • Area

Distribution of Data to find outliers and trends

  • Scatter Plot
  • Line
  • Column
  • Bar

Trends over time

  • Line
  • Heat Map
  • Column

Relationships between Measures

  • Scatter Plot
  • Bubble Chart

Geographic Data

  • Map

Other Notes

  • Do not use percentage bar charts with data with large ranges. It will inflate the importance of a few individuals.
  • Cities do not make good geographic data points unless the area is small, or you are looking at a small number of cities.
  • Include a cross tab widget with a map to show the data values in a table.

Reference Visualizations

Use a summary widget, a pie, or a bar chart as a base reference for the entire dashboard. Create a separate widget group for this visualization, so the filtering does not apply to it. As the dashboard user is selecting prompts, this visualization will not change and will remain as a reference point to compare with the filtered data.

Building the visualization

With a Package Data Source, always start with a category, then a filter, and finally the value when building a visualization. Repeating columns and rows can be useful for categories with only a couple of items like Gender or School type.

Formatting a Dashboard

Layouts

When you first create a dashboard, use a predefined layout. They can be limiting at times, but ability to drag a visualization to an area and it snaps to the size of the box leads to a cleaner, more finished look.

Titles and Labels

Do not make assumptions that the dashboard’s audience will know what all the values, axis, and prompts mean. Label everything and label it consistently. Give every visualization a descriptive title. Add a comment to note the scale if necessary.

Example Titles

  • [Measure Value] by [Axis 1] and [Axis 2]
  • Salary by Location and Year
  • Employees by Gender and Experience
  • [Axis Measure 1] and [Axis Measure 2] for [Data Point]
  • Salary and Experience for Employees

Examples Labels

  • Attendance %
  • Expenditure $
  • Student Population (Thousands)
  • Average Unit Price

Sorting

Category Sorting

Sorting a dashboard’s categories is important for color coordination. Ideally, if a category is used in multiple visualizations, each item should be the same color on all visualizations. Sometimes this won’t work out if one visualization is missing a category.

Time Sorting

Make sure your time categories are sorted properly. School years and fiscal years do not start in January, so you may have to create a calculation for custom sorting.

Backgrounds and Borders

Give a widget a background and border. It gives the dashboard a finished look. Below are a few different design routes when choosing colors for a dashboard.

Color Schemes

Neutral Format/Color Data

Use neutral colors, like black, white, or grey, for backgrounds and borders. We want the data to stand out, not the formatting.

Format Matches Summary Widgets

Use a border color that matches the text color on summary widgets.

Assign each Widget Group a color

If using widget groups, assign each widget group a color to give a visual clue to which visualizations are in which widget group. For example, the orange widget is excluded from the blue widget’s filtering.

Format Summary to match a corresponding color on a visualization

If there is a summary widget showing a count of international students and international students are green on another visualization, then make the text and board of that visualization green. In the below example, the actual amount is in green on the bar chart, so the summary widget is colored in the same green.

Shape Widgets

Add a shape to summary widgets when the value is easily countable.

For more information or assistance creating dashboards, please contact marketing@capitalizeconsulting.com.