How can you create a user-friendly BI presentation framework?

Understand the business objectives and the use case that the presentation of data is to support. Work with your audience to define the story and the requirements clearly, understand the value to be delivered.

• Goal in BI is like setting a destination: Clear aim is crucial for effective data analysis. • Beyond numbers: BI presentations tell a story with data, not just showcase it. • Start with a goal: Every data point serves a purpose, driving decision-making. • Alignment with narrative: Data presentation aligns with the story, creating business impact.

Put yourself in the position of the information consumer. “Does the report clearly and intuitively provide the viewer with the information needed to support decision making?” Identify the desired outcomes of your stakeholders and map them to the outputs you are proposing. This will keep you on the right track. Don’t limit yourself to creating a “one size fits all” report. Too much information “noise” can be confusing for your audience. The use of Personas may be beneficial. Don’t forget how and where the information will be consumed, which device, environment etc. and factor this into design. Consider people with visual impairments. Your organisation may already have standards, colours, fonts etc. which you can use as a reference.

Para criar um framework de apresentação de BI que seja amigável ao usuário, é essencial conhecer seu público. Identificar o nível de familiaridade dos espectadores com os dados apresentados e entender suas expectativas e necessidades guia a customização do conteúdo. É vital adequar a complexidade das análises ao entendimento do público, garantindo que a informação seja acessível. Adaptar a apresentação ao tempo de atenção e ao interesse dos espectadores pode significativamente aumentar a eficácia da comunicação e a tomada de decisão baseada em dados.

It helps to know the decisions that the information consumer needs to make and also knowledge related to the person's job role - plus, what are the timescales for needing the data once the need is identified. Some management information is needed immediately (real-time operations), while some can be gathered in slower time, maybe needing scenario modelling capabilities. This needs to be identified at the requirements stage and is often delayed until design or development, which is too late to change without great expense.

Understand the information consumers needs, how and where do they need to communicate the data story. Understand their use case and how that supports business objectives and drive value. Work with the information consumer to collaboratively build a story to communicate the use case. Use this a foundation to build simple, cohesive, flowing and intuitive presentation that addresses both the use case and the information consumers needs. Don't presume that you 'know what they want', collaborate in the creation, do not direct.

Absolutely! Here's the provided text rewritten with key points for clarity and conciseness: Understanding Your Audience: Key to Effective BI Presentations Audience knowledge is essential: It helps you tailor data complexity and narrative approach to create meaningful, compelling presentations. Example: Technical vs. Business Audiences: Technical Audiences: Welcome detailed models and complex analytics. Business Stakeholders: Prefer big-picture insights and clear action steps. Tailored presentations lead to: Improved comprehension of data. Data-driven informed decisions. Enhanced strategic business outcomes.

Business Intelligence (BI) Success: Selecting an appropriate presentation framework is key for the successful communication of insights. Pyramid Principle: Ideal for executives demanding clear, concise data. Data Storytelling: Use to educate or influence; makes complex data relatable through narrative. Dashboards: Essential for continuous monitoring, providing immediate insights and actionable data. Know Your Audience: Crucial for effective BI delivery. Tailor your presentation to their decision-making processes and cognitive styles.

Escolher os elementos visuais corretos é crucial para tornar os dados mais compreensíveis e atrativos. Gráficos, tabelas e diagramas devem ser selecionados com base na melhor forma de representar os dados para transmitir a mensagem de forma eficaz.

Aplicar princípios de design, como simplicidade, consistência e hierarquia visual, ajuda a tornar a apresentação mais atraente e fácil de entender. Eu me concentro em manter o design limpo e organizado, evitando excesso de informações ou elementos desnecessários.

Antes de apresentar para o público final, é importante testar a apresentação e solicitar feedback de colegas ou stakeholders. Com base no feedback recebido, faço ajustes e refinamentos para garantir que a apresentação atenda às expectativas e necessidades do público.

Engage the consumers in the test and refine process, reference back to the use case and objectives you set out against. Does the solution answer the scope in the way it was intended? Revisit regularly, continue the stakeholder engagement after launch, challenge them to continually test against business value. If it begins to fall away from the original use case, revisit, challenge, and refine.

Remember what you are developing is to address a user / business need. Keep the focus on this through out the process, try to avoid falling in to the trap of ' can we just have this extra bit'. The faster you deliver value, no matter how small, the faster the business sees that value. Deliver small, fast and regularly.