Tuesday, September 21, 2010

Scorecard / Dashboard poor design

Stay away from “Chart Junk”
        Chart junk refers to visual content that serves no analytical purpose.  It’s just there for decoration.  Your customers will quickly tire of this content (as it is typically static) and this space on the scorecard will quickly become useless.  If you try to use this space at a later date for some important data your customers will have to retrain themselves to look at that space.  The space is better left blank.
Example of "Chart Junk"

Monday, September 20, 2010

Pareto Chart template

I've been gone a while working on a new template.  This one is will allow you to import or enter data into an excel spreadsheet and create a pareto chart.  I also wrote an article about how/when to use a pareto chart

Simply enter (or import) data into columns A and B.  A should be your data to group by and B should be the values.  No need to sum the data prior to importing it.  The tool will do that for you.  Please check it out.  Let me know if you find it useful.

Monday, August 30, 2010

Easy analysis with fishbone diagram template (Ishikawa)

I spent some time recently and created a fishbone diagram template .  To view/use the diagram follow the link here

Here is a short article on fishbone diagrams and how/when to use them.
The output of will look like this

Here are the steps to produce the chart

Monday, August 23, 2010

MicroCharts in Excel

I ran across this post the other day.  It's an old post but a cool concept for anyone creating dashboards in Excel.  You can actually use some of the concepts in Microsoft Reporting Services as well. 


These guys have a lot of great ideas.  I just stumbled across them for micro charting but many great Excel charting solutions.

You can go here to read a little more about microcharts and how to use them.
Click here to download a template I created based on one of the charts.  As it exists today it will allow for 50 lines of data.  To add more lines follow the steps below.

Wednesday, August 18, 2010

How to use a Sharepoint list as a datasource for Microsoft Reporting Services

Step 1:

Create Sharepoint List that contains the data you would like to report against.
 Step 2: Once in SSRS:
     1. Create a new datasource
          a. Name – Name of datasource
          b. Type – XML
          c. Connection String – Home page of the Sharepoint site where the list exists.
               NOTE: After the name of the site remove the “default” and replace it with   <</_vti_bin/Lists.asmx>>
          d. Use Windows Authentication

Tuesday, August 17, 2010

Scorecard Analysis - an Introduction

I decided to start a blog as an outlet for many of the things I am working on in my job right now.  I am a data analyst.  Recently I have taken on a new role where I am responsible for designing and implementing a scorecard for most of our IT department.  My plan is to start small and attempt to get this model adopted by the entire IT department. 

My intentions with this blog is to put out some How-tos, some general knowledge sharing, and a way to share the things I've learned and resources I've used with everyone else.