Web Intelligence Dashboards Boot Camp

Course Overview

This Web Intelligence Dashboards course is designed to help you deliver dynamic and interactive data using all the newest features of Web Intelligence. We dive into three use cases with Alerting, Strategic, and Analytical dashboards while along the way providing in-depth formatting and formula skills. Although we allow beginners, this class is especially designed for someone familiar with Webi that wants to see what else it can do. Come learn how dashboarding in Webi can take your Webi reporting to the next level!

AGENDA

Module – 1: Alerting Dashboard Using Heat Maps and Scorecards

This module will cover the first of three types of dashboards, Alerting dashboards. Our first session will cover charts that alert including heat maps, geocharts and scorecards.

Intended Audience: This module is a good intro to charting for users of all abilities in Web Intelligence. No prior Web Intelligence experience necessary.

Major Topics Include:

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

Module – 2: Making it Active

We will take our Alerting dashboard further to make it work for our attention! This module will include 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 will provide the scripting and walk through each step of scheduling for users of all abilities 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: Linking to Detail

Once alerted to anomalies in our Alerting dashboard, we may need to drill in further to get details to determine the cause of the alert. In this module we will cover ways to display our dashboard either in the HTML5 interface and in BI Workspaces. We will also look at various linking options between documents and report as well as chart to table display and 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
• BIworkspaces
• OpenDocument Linking
• Report to Report Linking
• Cell Format as Hyperlink

Module – 4: Analytical Dashboard – What If?

With the second type of dashboards – Analytical dashboards, we will dive right in with What-If Analysis including modifying range inputs and adding multi-select filters and single select filtering. We will also cover passing a value when refreshing data to influence the resulting format and switching dimension and measure 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 will cover bringing in add-ons known as Custom Elements. There are a variety of add-ons available in the market place that can greatly increase your charting options with WebI. We will cover a few of them and how to add them as well as walk through an example of creating your own from a Google Charting link. With all these charts to choose from, we will also take this time to cover a little of when to use which chart type to convey what 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 will cover statistical charting options including the reusability of complicated formulas with Shared Elements as well as some functions and formulas that we have available to us to calculate.

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

Module – 7: Strategic Dashboard – Using Space Wisely

The third dashboard type is Strategic dashboards. These dashboards are typically tracking KPIs and are often for management use. We want to convey a lot of information quickly using images and color instead of text where it makes sense. We will begin with covering smart use of space issues. We will overlay transparent images and cover using color coding to communicate.

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 and Blocks

This module will cover Strategic Dashboards using interactive charts and blocks including Key Data Points, 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

We will take this opportunity to discuss Key Performance Indicators both in display and concept. We will include using comments on dashboards and using reference cells as input for tiles to make important results stand out above the noise. Additionally, we will be discussing designing for mobile and important considerations when the intended output will be on 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