Bob Jude Ferrante Director of Development Information Builders, Inc. PMF: Metrics and Dazzling Dashboards!
Feb 24, 2016
Bob Jude FerranteDirector of Development
Information Builders, Inc.
PMF: Metrics and Dazzling Dashboards!
PMF: Metrics & Dazzling Dashboards!Overview
This session will show how PMF lets you create
amazing dashboards with
no programming
required.
We will explore a couple already
designed Dashboards
We will create
6 Dashboards
in 30 minutes.
We’ll talk about how this is all put together.
You will leave this session
with :
Some Dashboard chops
Some knowledge of how PMF can make your life
easier
Some smarts about how PMF lets you manage
content
Some of your sense of wonder
restored.
Dashboards – a Quick Intro
Summit 2011:PMF: Metrics & Dazzling Dashboards!
PMF: Metrics & Dazzling Dashboards!Dashboards
Let’s log on to PMF…
pmfadmin,[no password]
PMF: Metrics & Dazzling Dashboards!Dashboards
Here is a Dashboard
Line & Bar Chart Gadgets
What do we mean by “Gadget?”
Pie Gadgets
Repeated for comparison…
PMF: Metrics & Dazzling Dashboards!Dashboards
Let’s change a Gadget’s
preferences
Click anywhere in this area.
PMF: Metrics & Dazzling Dashboards!Dashboards
A border now appears around
the Gadget with a toolbar.
Click the Preferences ( √ )
button
Let’s change a Gadget’s
preferences
PMF: Metrics & Dazzling Dashboards!Dashboards
Click the Time Range filter
Gadget preferences panel
PMF: Metrics & Dazzling Dashboards!Dashboards
Gadget preferences panel
Choose Last 5 Quarters
Click Save.
PMF: Metrics & Dazzling Dashboards!Dashboards
The entire Dashboard updates.
Saving preferences (with Broadcast)
This preference will be
remembered
PMF: Metrics & Dazzling Dashboards!Dashboards
Let’s switch Dashboards…
Click the Dashboard’s
Unlock button
PMF: Metrics & Dazzling Dashboards!Dashboards
In the Today Page dropdown…
ChooseMetric Flex Mix – 07
PMF: Metrics & Dazzling Dashboards!Dashboards
Another Dashboard
Click the tree folders to expand them.
PMF: Metrics & Dazzling Dashboards!Dashboards
Choose Measure Filters
Click COGS, Margins,& Profit
PMF: Metrics & Dazzling Dashboards!Dashboards
Real-time Broadcast…
The filters are applied to the Gadgets, in order.
OK – let’s start!Dashboard 1.
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PMF: Metrics & Dazzling Dashboards!Dashboard Design
Start Dashboard Designer.
Click the Edit (pencil) button
PMF: Metrics & Dazzling Dashboards!Dashboard Design
The Dashboard Designer opens in place.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Remove the Tag Cloud too. Click the Catalog.
And the tree.
Remove some Gadgets.
Click the Gadget and then click the X (remove)
button.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Scroll the Catalog and click & drag Flex –
Metrics Actual Bars (about ¼ way down)…
… and drop it here.Add some Gadgets.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Now drag another Flex – Metrics Actual Bars
on, and resize it.
Resize the Gadget by clicking the resize
handle
Resize & add the same Gadgets.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Close the Catalog.
Move some Gadgets around.
Hold down Ctrl key, multi-click, then drag to
move these Pie Gadgets…
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Click Live
We didn’t have to pick Measures for these.
PMF figured it out for us.
Go Live.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Click Save As.
Click Design
Type A Dashboard - 01 and click Save.
Save the Dashboard.
OK…Time for Dashboard 2.
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PMF: Metrics & Dazzling Dashboards!Dashboard Design
Click New.
Need a brand-new Dashboard.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Type Gauge. Hit Enter.
Let’s add some Gauges.
But… There’s a lot of Gadgets here…
Just Gauges appear here now!
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Drag three Gauges into the canvas.
Notice how the lines turn Green when everything
is aligned.
Now add some Gauges to the
canvas.
Notice how the Catalog fades so you can see the
canvas.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Click the X button.The Catalog is all full again!
Click & drag Flex – Metrics Pct-Rchd Line
Clearing the Catalog Search.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Click Live.Size it…
Finish up, go Live.
PMF picks the defaults but you can change
them for everyone using Preferences.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Click Design.
Click Broadcast.
Let’s configure Broadcast for the
Dashboard.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Click all the Gadgets one time.
Change the dropdown to
Dimensions only.
Click Set.Broadcast only
Dimensions.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Click Live. Click a Gadget & click its Preferences ( √ ) button.
Live Broadcast.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Select Location. Select EAST
Click Preview.
Dimension filter is broadcast to all Gadgets!
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Now click Design.Click Save.Name it: A Dashboard – 02.Click Save.Click New.
Let’s finish up the second Dashboard.
It’s Dashboard 3 Time!
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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
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Configure Broadcast & add a
Broadcast Controller:
Configure Broadcast for the Pies and Lines,
Metrics only.
Add a Utility – Measure Tree
Go Live.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
In the Tree, click Profit and Sales.
Automatic Grouping of like Gadgets!
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Click Design.Click Save. Name it: A Dashboard – 03.Click Save.Click New.
Let’s finish up the third Dashboard.
It’s Dashboard 4 Time!(starting to see a pattern here?)
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PMF: Metrics & Dazzling Dashboards!Dashboard Design
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...
OK, so you’re already making
assumptions… so…
PMF: Metrics & Dazzling Dashboards!Dashboard Design
One Metric – Performance
GridTwo Metric – Counts of
Actual RYG Bars
One Metric – Share of Actual
Pie.
One W2 – NY Times Top
Stories
Go Live.
Set Broadcast to Dimensions only.
Try changing properties for one of the Charts – change the Time Range to Last 25 Months…
Everybody gets Broadcasts !
Let’s mix up a lot of content!
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Click Design.Click Save. Name it: A Dashboard – 04.Click Save.Click New.
Let’s finish up the fourth Dashboard.
Big Dashboard 5!
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PMF: Metrics & Dazzling Dashboards!Dashboard Design
Flex Metric Actual Dual Line Slider
Three Pies: Flex Metric Share of Actual Pie
Flex Metric Bubble Chart
Set Broadcast to Dimensions only.
Check Time Animation.
Go Live.
Click Set.
For this New Dashboard, let’s
have:
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Click Explore Time.
Click the Play (>) button
Time animation
Is that cool, or what?
Try rewind, and stepping through
Time…
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Click Design.Click Save. Name it: A Dashboard – 05.Click Save.Click New.
Let’s finish up the fifth Dashboard.
Final Dashboard 6…
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PMF: Metrics & Dazzling Dashboards!Dashboard Design
For this Last Dashboard, let’s
have:
Utility – Dimension Tree
Scorecard - Strategy Map
Set Broadcast to Dimensions only.
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Dimension-filterable Strategy Map.
Right-click Profit Up 20 Pct
Drill to Show Measures…
PMF: Metrics & Dazzling Dashboards!Dashboard Design
Click Design.Click Save. Name it: A Dashboard – 06.Click Save.Don’t click New! Why not? We’re done!
Let’s finish up the last Dashboard.
How Does it All Work?
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PMF: Metrics & Dazzling Dashboards!How Does it All Work?
But how could PMF know so
much?
Magic!
This is only a demo, right? It’s gotta be fake.
So how does the magic
work?
No, he says it’s real.
Let me tell you a little story…
WebFOCUS PMF: Metrics & Dazzling Dashboards!The Difference
A report
Can we roll up all our measures the same way?
Can we re-use these calculations?
Can we standardize our drilldowns?
Where is the notion of what these numbers SHOULD be – our goals?
And what about looking at changes over time?
Do we have a notion of what’s most important?
WebFOCUS PMF: Metrics & Dazzling Dashboards!The Difference
A report
Dim
ensi
on
Metric Metric Metric Metric Metric
WebFOCUS PMF: Metrics & Dazzling Dashboards!The Difference
Metric Metric Metric Metric Metric
Dim
ensi
on
Dim
ensi
on
Dim
ensi
on
Metric Metric Metric Metric Metric
Master data Pool of metrics
Make one Metric…
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Click the Author tab
Click Measures.
WebFOCUS PMF: Metrics & Dazzling Dashboards!How it All Works
Click Wizard...
WebFOCUS PMF: Metrics & Dazzling Dashboards!How it All Works
You can create a Measure from a
Template.
Click Std Metrics.
WebFOCUS PMF: Metrics & Dazzling Dashboards!How it All Works
There are lots of categories of
measure templates.
Click Financial.
WebFOCUS PMF: Metrics & Dazzling Dashboards!How it All Works
The Financial Metrics Templates…
Click EBITDA.
“earnings before
interest, tax, depreciation
and amortization.”Click Import.
WebFOCUS PMF: Metrics & Dazzling Dashboards!Metrics
The template is now imported into
memory.
Make this say “TO”
Click the Slider button.
These properties define a Metric to
PMF. That’s how it knows
so much!
WebFOCUS PMF: Metrics & Dazzling Dashboards!How it All Works
Click Accept.Adjust Tolerances
for the metric…
Drag Threshold to 10%.
Drag Flex to 2%.
If you need to, use the scrollbar to bring the lines into view.
WebFOCUS PMF: Metrics & Dazzling Dashboards!How it All Works
The tolerances are now adjusted.
Click Next >>.Change Display
Format to D12.2M
WebFOCUS PMF: Metrics & Dazzling Dashboards!How it All Works
Click Entry Formulas tab.
Adjust capture frequency…
Change to Quarter
Change to Region
Do NOT click Next.
WebFOCUS PMF: Metrics & Dazzling Dashboards!How it All Works
Click Edit
This complex formula was
imported from the template.
Click Cancel.
WebFOCUS PMF: Metrics & Dazzling Dashboards!How it All Works
Click Next >>.
WebFOCUS PMF: Metrics & Dazzling Dashboards!How it All Works
If you type in the
components…
PMF generates the capture sheet. All your users with access to enter this measure can now get this online.
… PMF calculates Actual & Targets
WebFOCUS PMF: Metrics & Dazzling Dashboards!How it All WorksPMF lets you create Dashboards with lots of
automated, easy -to-use capabilities. It does this because you define metrics
properties that control: Formulae Targets Tolerances Descriptive properties Dimensionality Attachments to higher level elements as
needed (e.g., “Strategy”)
Any Questions?
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Thank you!