For reports to be used they have to be designed for the audience. When you design reports you need to think about the audience and the questions they are trying to answer. This will enable you to decide the best reporting software and the correct reporting level. I have delved into this subject in more depth in another post about turning data into information.
I picture reports as fitting into 1 of 4 possible levels. This isn’t a rigid structure and these levels are related but for me it’s a good starting point and helps me choose the best software to use.
I’ll start at the top:
These are generally for higher level management and only show top level numbers and trends. I might include a post at a later date about dashboard design fundamentals but for now I only mention my preferred software for these reports. I like to use Tableau for building dashboards as it’s really quick to get started, simple to use for a beginner and Tableau connects to many different data sources – databases, spreadsheets, text files, etc. It’s also simple to put together dashboards which are dynamic and visually appealing.
Anything to be shown over time and/or comparing 2 or more similar things would appear as a trended graphical report. This enables the user to spot trends at a glance and identify areas that might require further investigation. I tend to use Tableau for this.
Sometimes the data isn’t suitable graphically, for example you might want to display a group of non related metrics for a specific time month. Maybe you’re showing too much data to show in a graph but it is easy to read in a tabular format. This is also a common way to supply data to those who want to do further analysis on large datasets as long as it’s simple to export the data into our next level, the spreadsheet. SSRS is my software of choice for tabular reporting.
Usually only analysts (or someone doing analysis as part of their job) would need data right at the very bottom level. I prefer to use Excel as a medium for displaying the data in a pivot table or tabular format linked directly to the data so there’s no need to update the data as it can be made to refresh automatically.
These levels are all inter-related. The dashboard can identify areas of the business that require investigating; the graphical data can help narrow down if and where to investigate further; and finally the tabular/spreadsheet enables drilling in to the very bottom level of data.
Once you’ve designed your report try running it up against the BI roadmap and see how high your reports climb.