Basic of
Enterprise
Reporting
Chapter 4
Understand the Report Table of Contents
01 Perspectives Common to
All Levels of Enterprise
02 Prepare a Balanced
Scorecard
Define Dashboards in
03 Report and Presentation
Create Dashboards.
04
Differentiate between
05 Scorecards and
Dashboards.
01
Understand the Report
Perspectives Common to All
Levels of Enterprise
Understand the Report Perspectives
Common to All Levels of Enterprise
Identify the standard
Describe a Common
1.1 1.2
for report and
Report Layout Types.
presentation
practices.
Describe Report
1.3 1.4
State the
Delivery Formats that characteristics of
is suitable for Enterprise Reporting
business enterprise in OLAP World.
What Is a Business Report?
A business report is a written document that contains information
regarding business matters.
Business Report
❑ There are only three categories of business report: informal, formal, and
short.
❑ Informal reports are usually up to 10 pages long; are routine and internal;
follow a letter or memo format; and use personal pronouns and contractions.
❑ Formal reports are 10 to 100 pages long; do not use personal pronouns or
contractions; include a title page, table of contents, and an executive
summary; are based on deep research or an analytic study; and are
distributed to external or internal people with a need-to-know
designation.
❑ Short reports are to inform people about events or system status changes
and are often periodic, investigative, compliance, and situational focused.
Key to any successful report are clarity, brevity, completeness, and correctness.
Even though there are a wide variety of business reports, the ones that are
often used for managerial purposes can be grouped into three major
categories (Hill, 2013).
Metric Management Reports (MMR)
In many organizations, business performance is managed
through outcome-oriented metrics. For external groups, these are service-level
agreements (SLAs). For internal management, they are key performance indicators (KPIs).
Dashboard-Type Reports
popular idea in business reporting in recent years
has been to present a range of different performance indicators on one page, like a dashboard in a car
Balanced Scorecard–Type Reports
This is a method developed by Kaplan and Norton that attempts to present an integrated view of
success in an organization.
1.1 Report Standardization And Presentation Practices
1.2 Common Report Layout Types
a. Tabular Report
b. Matrix Report
1.2 Common Report Layout Types
c. List Report
d. Chart Report
1.2 Common Report Layout Types
e. Gauge Report
1.3 Report Delivery Formats
1.4 Enterprise Reporting Characteristics in
OLAP World
• Single version of truth – The value of providing the same “fact
value” irrespective of the path the user has taken to reach for the data
is of paramount importance in reporting.
• Role-based delivery – This feature is critical to avoid information
overload.
• Anywhere/anytime/any-device access – Users have their own
preferences and therefore flexibility needs to be built to ensure that
users come to the same source of information again and again and
don’t find alternative ways to decision making.
• Personalization – Users’ choices of delivery method, method,
format like PDF/worksheet/CSV, book marking, customizing (in terms
of language), etc. will need to be addressed.
1.4 Enterprise Reporting Characteristics in
OLAP World
• Security – Enterprises have huge concern over the unauthorized access to
business critical information, hacking by malicious sources, inadvertent leakage
of business data, etc. The security framework needs to be thoroughly examined
before implementing reporting.
• Alerts – Decision makers need immediate notification of threshold breaches of
critical business KPIs. These alerts need to be delivered to various devices such
as laptop, mobile devices in different forms like email, sound, voice message,
SMS text, pop-up, etc. depending on user preferences.
02.
The Balanced
Scorecard
The Balanced Scorecard
Financial perspective: Internal business
The financial perspective addresses process perspective:
the question of how shareholders view The business process perspective
the firm and which financial goals are identifies the processes in which the
desired from the shareholder’s organization must excel to satisfy its
perspective. shareholders’ expectations of good
financial returns and also keep its
customers happy and loyal.
Customer perspective:
The customer perspective addresses the
Learning and growth
question of how the firm is viewed by its perspective:
customers and whether the firm will be identifies the competencies that the
able to fulfil customers’ expectations. employees of the organization must
acquire for long-term improvement,
sustainability and growth.
Strategy Map
The Balanced Scorecard Strategy
Map Describes How the Company
Intends to Create Value for
Shareholders and Customers
The Measurement System
[Link]
Strategy Management Framework
Performance
Dashboard
Why do organizations need a dashboard?
Corporate Dashboards
❖ Operational excellence
❖ Corporate dashboards are changing the way we look at information and
the way we analyze our business.
❖ A well-constructed corporate dashboard answers four basic questions:
• where
• what
• how
• why
❖ Dashboards portray critical operating and strategic information about an
organization using a collection of powerful graphical elements.
Corporate Dashboards
dashboards may include:
Bar Charts • Maps • Trend Lines • Speedos •Correlation
One quick glance at the dashboard tells users the key performance
indicators Corporate Dashboards One quick glance at the
dashboard tells users the key performance indicators and metrics
used to measure and monitor the companies performance.
This contributes to: • Better Analysis • Better Tracking • Proactive
Alerting
Corporate Dashboards
Three (3) layers of information of a dashboard
i. Monitoring – graphical, abstracted data to monitor key performance
metrics
ii. Analysis – summarized dimensional data to analyse the root cause of
problems
iii. Management – detailed operational data that identify what actions to take
to resolve a problem.
Why Corporate Dashboards?
Types of Corporate Dashboards
❖ Enterprise performance Dashboards provide a overall view of the
entire enterprise, rather than specific business functions.
❖ Typical portlets in an Enterprise Performance Dashboard include:
• Corporate financials
• Sales revenue
• Business Unit KPI’s [Key Performance
Indicators]
• Supply chain information
• Compliance or regulatory data
• Balanced scorecard information
Corporate Dashboards
Customer Support Dashboards
➢ Customer Support Dashboards: Organizations provide such a
dashboard to its customers as a value-add service.
➢ They provide the customer with their personal account
information as pertaining to the business relationship, such as:
• Online Trading
• Utility Services
• Customer Support Dashboards
• Entertainment
• B2B SLA Monitoring
Divisional Dashboards
❑ Divisional Dashboards are one of the most popular dashboards, used to provide at-a-
glance actionable information to division heads, operational managers and
department managers.
❑ Each division has its own set of KPIs which can be visually displayed on the
enterprise dashboard.
❑ Typical Divisional Dashboards include:
• Purchasing Dashboards
• Supply Chain Dashboards
• Operations Dashboards
• Manufacturing Dashboards
• Quality Control Dashboards
• Marketing Dashboards
• Sales Dashboards
• Finance Dashboards
• Human Resources Dashboards
Example: Project Management Dashboard
Benefits of Enterprise Dashboard
❖ Dashboards have the following benefits:
(a) Places all critical information in just one
screen rather than flipping through the pages
(b) Improved decision making Benefits of
Enterprise Dashboard
(c) Rapid problem detection
(d) Better analysis of performance
(e) Identifies the trends and corrective actions to
improve the performance of the organization
Steps in Creating a Dashboard
(a) Identify the data that will go into an Enterprise Dashboard
Enterprise Dashboards can contain either/both of the below mentioned data:
Quantitative data
Non-Quantitative data
(b) Decide on the timeframe
E.g.: The various timeframes can be:
This month to date
This quarter to date
This year to date
Today so far
Steps in Creating a Dashboard
(c) Decide on the comparative measures
E.g.: the comparative measures can be:
✓ The same measure at the same point in time in the past
✓ The same measure at some other point in time in the past
(d) Decide on the evaluation mechanisms
E.g.: the evaluation can be performed as follows:
➢ Using visual objects e.g. traffic lights
➢ Using visual attributes e.g. red color for the measure
to alert a serious condition
[Link]
Best practices of dashboard design
• Provide for guided analytics
• Present information in three different levels
• Enrich the dashboard with business users’
comments
• Validate the dashboard design by a usability
specialist
• Wrap the dashboard metrics with contextual
metadata
• Benchmark key performance indicators with
industry standards
• Pick the right visual construct using dashboard
design principles
Summary – Corporate Dashboard
Corporate Dashboards are changing the way we Corporate Dashboards improves accountability
look at information and the way we analyze our and transparency across organization
business.
Corporate Dashboards contributes to:
Better Analysis Corporate dashboards work effectively with
Better Tracking Balanced Scorecard implementations
Proactive Alerting
Balanced Scorecard vs. Dashboards
Thanks!