Table of Contents

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Acknowledgments
13
Preface
15
Target Audience
15
How to Read This Book
15
How This Book Is Organized
16
Conclusion
17
1 Introduction
19
1.1 What Is a Dashboard?
19
1.1.1 Case Study Introduction
19
1.1.2 A Short History of Dashboards
21
1.1.3 Definitions of Dashboards
22
1.1.4 Dashboards and Their Design in SAP Analytics Cloud
23
1.2 What a Dashboard Needs to Be Successful
24
1.3 Ten Golden Rules for Business Dashboard Design
28
1.3.1 Ten Golden Rules
28
1.3.2 Fostering Successful Dashboard Design
34
1.4 Benefits of a Dashboard
34
1.5 Key Roles Involved in Designing Dashboards
36
1.6 Summary
39
2 Implementing Successful Dashboards
41
2.1 Managing Change for Dashboard Implementation
41
2.1.1 Context Factors Influencing Change Management
42
2.1.2 Management Support and Vision
43
2.1.3 Cross-Functional Teams and Project Champions
43
2.1.4 Data Quality and Integrity
44
2.1.5 User-Centered Design
45
2.1.6 Project Split and Creation of Short-Term Wins
45
2.1.7 Enablement
46
2.1.8 Measuring the Success of Dashboards
47
2.2 User-Centered Design Methods
48
2.2.1 Design Thinking
48
2.2.2 Know Your Users and the Data
49
2.2.3 Prototyping
56
2.2.4 Evaluate and Iterate with Consumers
58
2.3 Enabling and Upskilling
60
2.3.1 Becoming a Dashboard Designer
60
2.3.2 Enabling and Upskilling Dashboard Consumers
63
2.4 Measuring the Success of Dashboards
67
2.4.1 Summative Evaluations
68
2.4.2 Drivers That Influence the Success of Your Dashboards
69
2.4.3 Quantitative Success Measures for Your Dashboards
71
2.4.4 A Framework for Choosing User Experience Metrics
75
2.4.5 Qualitative Success Indicators for Your Dashboards
76
2.5 Summary
77
3 Dashboards Using Acquired Data
79
3.1 Scenario
81
3.1.1 Golden Rule 1: Container
83
3.1.2 Golden Rule 2: Comparison
84
3.1.3 Golden Rule 6: Construction
84
3.1.4 Golden Rule 7: Color
86
3.1.5 Golden Rule 8: Contrast
86
3.1.6 Golden Rule 9: Consistency and Integrity
87
3.1.7 Golden Rule 10: Communication
87
3.2 Data Structure
88
3.2.1 What Is Acquired Data and Why Use It?
88
3.2.2 A Data Set or a Model: Which One to Use?
88
3.2.3 Building a Model
89
3.3 Dashboard Features
92
3.3.1 Visualize the Sales Dashboard Layout
92
3.3.2 Decide Where to Put Different Types of Information
93
3.4 Creating the Dashboard
94
3.4.1 Importing and Viewing the Story Data in SAP Analytics Cloud
94
3.4.2 Building the Dashboard
97
3.4.3 Features That Support Consistent Dashboards
114
3.5 Summary
116
4 Responsive Mobile Dashboards
119
4.1 Scenario
119
4.2 Data Structure
119
4.3 Dashboard Features
120
4.3.1 Access on Mobile Devices
120
4.3.2 Responsive Design
120
4.3.3 Device Preview
124
4.4 Building the Dashboard
131
4.4.1 Design Adjustments for iOS Phones
131
4.4.2 Design Adjustments for iOS Tablets
139
4.4.3 Interaction and Collaboration on Mobile Devices
144
4.5 Summary
145
5 Dashboards Based on Live Data Connections
147
5.1 Scenario
147
5.1.1 Live Connection Decision
148
5.1.2 Dashboard Scenario
148
5.1.3 Dashboard Planning
150
5.2 Data Structure
154
5.2.1 Live Connection and Live Model
155
5.2.2 Available Data in SAP Business Warehouse
156
5.3 Dashboard Features
159
5.3.1 Input Controls
159
5.3.2 Linked Analysis
160
5.3.3 Changing the Order of Measures in Tables
160
5.3.4 Calculations
161
5.3.5 Hierarchies
161
5.3.6 Hyperlinks
161
5.4 Building the Dashboard
161
5.4.1 Header Area A0
162
5.4.2 Key Performance Indicator Area A1
163
5.4.3 Charts Area A2
168
5.4.4 Charts Area A3
172
5.4.5 Table Area A4
178
5.4.6 Filter Area A5
182
5.5 Summary
187
6 Dashboards for Planners and Controllers
189
6.1 Scenario
190
6.2 Data Structure
194
6.3 Dashboard Features
196
6.3.1 Designing IBCS-Compliant Dashboards for Planning
197
6.3.2 Using Tables for Planning
199
6.3.3 Value Driver Trees
205
6.4 Creating the Dashboard
208
6.4.1 Creating the Value Driver Tree
208
6.4.2 Locking Data Values
210
6.4.3 Data Locking Defined in the Planning Model
210
6.4.4 Locking Individual Cells Directly in the Table
212
6.4.5 Inserting a Variance Chart in a Column
212
6.5 Summary
215
7 Application-Based Dashboards with the Analytics Designer
217
7.1 Scenario
218
7.2 Data Structure
221
7.3 Dashboard Features
224
7.4 Creating the Dashboard
226
7.4.1 Creating the Analytic Application
226
7.4.2 Personalized Filter
228
7.4.3 Switch Toggle
229
7.4.4 Sliders
230
7.4.5 Scripting Variables
232
7.4.6 Geo Maps
232
7.4.7 Popups
234
7.4.8 Buttons
235
7.4.9 Dropdown Box
236
7.5 Summary
237
8 Dashboards Based on SAP S/4HANA Cloud Data
239
8.1 Scenario
240
8.2 Data Structure
241
8.3 Dashboard Features
242
8.4 Building the Dashboard
244
8.4.1 Create a Story
244
8.4.2 Header Area
244
8.4.3 Second Dashboard Area
246
8.4.4 Third Dashboard Area
249
8.4.5 Bind the Story to an Application
249
8.5 Summary
251
9 Dashboards Using Self-Scripted R Visualizations
253
9.1 Scenario
254
9.2 Data Structure
255
9.3 Dashboard Features
255
9.4 Creating the Dashboard
258
9.4.1 R Packages Available in SAP Analytics Cloud
258
9.4.2 Defining a New Chart in a Story Using an R Script
259
9.4.3 A Scatter Plot to Show Standard Deviation and True Values
260
9.4.4 A Histogram with a Fitted and Normal Distribution
263
9.4.5 A Word Cloud to Show Feedback with Weighted Opinions
265
9.4.6 A Pie Chart with an “Other” Category
267
9.5 Summary
268
10 Dashboards in SAP Digital Boardroom
271
10.1 Scenario
271
10.2 Data Structure
273
10.3 Presentation Features
273
10.4 Creating the Presentation
274
10.4.1 Dashboard Presentation
275
10.4.2 Agenda Presentation
295
10.4.3 Consuming and Presenting the SAP Digital Boardroom Presentation
297
10.5 Summary
298
11 Monitoring Dashboards Using Qualtrics and Usage Tracking Data
299
11.1 Scenario
299
11.2 Data Structure
301
11.2.1 Building the Model Based on Qualtrics Data
301
11.2.2 Inherent Models, Dashboards, and Applications for Usage and Performance Monitoring
304
11.3 Dashboard Features
305
11.4 Creating the Dashboard
306
11.4.1 Building the Dashboard.
306
11.4.2 Creating the Upper Area of the Dashboard
307
11.4.3 Creating the Second and Third Sections of the Dashboard
311
11.4.4 Creating the Bottom Section with a Table and an Explorer View
321
11.5 Summary
324
Appendices
325
A Style Guide
327
A.1 Color
327
A.2 Font
328
A.3 Logo
328
A.4 Layout
328
A.5 Further Guidelines for the Use of Text
329
B Further Reading
331
B.1 Chapter 1: Introduction
331
B.2 Chapter 2: Implementing Successful Dashboards
331
B.3 Chapter 3: Dashboards Using Acquired Data
332
B.4 Chapter 4: Responsive Mobile Dashboards
333
B.5 Chapter 5: Dashboards Based on Live Data Connections
333
B.6 Chapter 6: Dashboards for Planners and Controllers
334
B.7 Chapter 7: Application-Based Dashboards with the Analytics Designer
334
B.8 Chapter 8: Dashboards Based on SAP S/4HANA Cloud Data
335
B.9 Chapter 9: Dashboards Using Self-Scripted R Visualizations
335
B.10 Chapter 10: Dashboards in SAP Digital Boardroom
335
B.11 Chapter 11: Monitoring Dashboards Using Qualtrics and Usage Tracking Data
336
C The Authors
337
Index
339