Reporting Theory

Tableau Developers – where should they sit within an organisation?

2020-03-18T16:57:59+00:00August 24th, 2019|Business Intelligence, Reporting Theory, Tableau|

Often large organisations struggle with where Tableau developers should sit within the organisation. This could also apply to any other reporting software, the likes of Power BI, Qlik, etc. As some technology is involved (i.e. Tableau) there is often a strong argument to lump it in with IT. However I believe this is incorrect. The [...]

Keep dashboards simple

2020-03-03T21:11:02+00:00May 13th, 2018|Business Intelligence, Reporting Theory|

Within the Tableau community I see many dashboards shared that look great. Often they are highly complex, sometimes like works of art. In reality, in my professional career I have never seen dashboards of that type. Dashboards should be simple. In the commercial environment dashboards are to provide information. Therefore dashboards should be clear and [...]

Developing a BI Roadmap

2020-03-06T18:36:17+00:00January 6th, 2012|Business Intelligence, Reporting Theory|

In the early stages of any large scale Insights / BI / Management Information (choose whichever term suits) it’s important to provide a roadmap. Stakeholders should understand the current situation, where you want to be and the steps to get there. Communicating this BI vision is important to get stakeholders engaged. To communicate a BI [...]

Report Design – turn data into information

2020-03-09T14:12:20+00:00April 7th, 2011|Reporting Theory|

The purpose of reports is to convey information. A report converts underlying data into information. There are a number of things you need to consider when designing reports, all inter-related. One important thing that’s often overlooked is that your opinion, as the report designer/developer, is not that important. You won’t be using the report every [...]

Report Design – Design Reports for the Audience

2020-03-09T13:39:28+00:00April 5th, 2011|Reporting Theory|

For reports to have good usage they should have appropriate design and structure. When designing reports 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 [...]