/ How to create a BI dashboard that’s ready to share

How to create a BI dashboard that’s ready to share

Creating a business intelligence (BI) dashboard is an excellent way to improve productivity and better understand your business.

A BI dashboard can be customized to include the most important data for you, making it easy to track performance and spot trends.

But what if you want to share your BI dashboard with others? And how can you make sure that it’s ready to be shared?

Sharing a BI dashboard is a great way to get feedback and allow others to see the data that is most important to you. But before you share your BI dashboard, you should do a few things to ensure it is ready to be shared.

In this article, we will take a look at what a BI dashboard is and why sharing it can be beneficial. We will also provide some tips on how to make sure your BI dashboard is ready to be shared before you share it with anyone.

First, let’s cover some basics.

 

 

What is a BI dashboard?

A business intelligence dashboard is a data visualization tool that displays the current status of metrics and key performance indicators (KPIs) for an organization.

A BI dashboard typically contains charts, graphs, and other forms of data visualizations that are easy to comprehend at a glance. The main purpose of a BI dashboard is to provide a clear picture of an organization’s performance so that decision-makers can identify areas of improvement.

One of the main benefits of using a BI dashboard is that it allows data to be shared quickly and easily with individuals who need to see it. In the past, decision-makers often had to rely on reports that were difficult to interpret or required specialized training to understand.

With a BI dashboard, anyone can quickly see how an organization is performing and identify areas that need attention. This makes it an invaluable tool for business success. Dashboards also enable businesses to track progress over time and compare their current performance against that of the past.

Overall, business intelligence dashboards are powerful tools that can help organizations make better decisions and improve their performance—and when they’re used correctly, they can be extremely easy to share.

Now that we’ve covered the basics, let’s move on to how you can create your own BI dashboard.

 

How to create a BI dashboard

Creating a BI dashboard can seem like a daunting task, but with a little planning, it’s easy to build one that is perfect for sharing with anyone on your team or organization.

The first step is to choose the right data sources. This will vary depending on the dashboard you’re trying to create and the metrics you’ll need to use, but generally you’ll want to include data from multiple sources to get a complete picture. Business intelligence dashboard tools usually provide the ability to connect to a variety of data sources.

Once you have connected to your data sources, it’s time to start building the dashboard itself. There are many different software options available, so choose one that is easy to use and offers all the features you need. Consider the following when choosing a dashboard software:

  • Ease of use: The software should be easy to use, even for non-technical users.
  • Data visualization options: The software should offer a variety of ways to visualize data, including charts, graphs, and maps.
  • Customization options: The software should allow you to customize the dashboard to meet your specific needs.
  • Integration options: The software should be able to integrate with the data sources you’ve selected.
  • Sharing options: The software should allow you to share the dashboard with others, either by exporting it as a PDF or an image file, or by providing access to the dashboard itself.

Once you’ve selected the right software, it’s time to start building your dashboard.

There are many different ways to do this, so experiment with different chart options until you find what works well for your purposes. Once you’ve settled on the right visualizations, it’s time to add them to the dashboard.

The final step is to customize the dashboard to meet your needs. This may include adding filters, changing the layout, or customizing it with the colors of your brand. Once you’re happy with the dashboard, you can share it with others by exporting it as a PDF or an image file, or by providing access to the dashboard itself within your organization’s instance of your chosen business intelligence tool.

Creating a BI dashboard doesn’t have to be difficult—with a little planning and the right software, you can easily build one that is perfect for sharing with anyone on your team or organization.

 

 

How to share a BI dashboard

One of the most important aspects of a BI system is dashboard sharing. When done correctly, sharing can provide many benefits for an organization, including increased transparency, improved decision-making, and enhanced collaboration.

However, before you start sharing your dashboard, there are a few things you need to consider. Let’s cover some of the most important factors to keep in mind when sharing a BI dashboard.

1. What is my BI dashboard’s purpose?

Make sure you know the purpose of your BI dashboard before you start sharing it. Is it meant to inform others about your company’s performance? Help them make better decisions? Or is it simply a way to keep everyone on the same page? Knowing the purpose of your dashboard will help you decide who to share it with and how to share it.

2. Who needs to see my BI dashboard?

Once you know the purpose of your dashboard, you should consider who needs to see it. This will vary depending on the dashboard’s purpose.

However, keep in mind that not everyone needs to see every aspect of the dashboard. For example, if you’re sharing a dashboard that contains financial data, you may only want to share it with people who have the authorization to view that data.

3. How should I share my BI dashboard?

There are many different ways to share a BI dashboard, so choose the one that best suits your needs. You can export the dashboard as a PDF or an image file, or you can provide access to the dashboard itself.

If you export the dashboard as a PDF or an image file, make sure to include all the information that people need to see. For example, if your dashboard contains charts and graphs, make sure to include them in the export.

If you’re providing access to the dashboard itself, make sure to give people the permissions they need to view and interact with the dashboard. For example, if your dashboard contains sensitive data, you may only want to give certain people access to it.

4. How often will my BI dashboard be updated?

Another important factor to consider is how often your dashboard will be updated. This will determine how often you need to share it with others. For example, if your dashboard is updated daily, you’ll need to share it every day. This is only necessary to consider if you choose to export your dashboard as an image or PDF and send it via email to colleagues.

If you choose to share your dashboard with other users within your organization’s BI tool instance, you don’t have to reshare the dashboard every time it updates. They’ll still have access to the dashboard even as adjustments are made.

5. How can I make sure my BI dashboard is used effectively?

Once you’ve decided how to share your dashboard, you may want to provide people with guidelines on how to use it. For example, if your dashboard contains filters that aren’t intuitive, make sure to explain how they work.

You should also consider adding a description that explains in more detail the story you are trying to tell through your dashboard.

By following these tips, you can ensure that your BI dashboard is shared effectively and that people are able to get the most out of it.

 

The bottom line

Few BI systems are used to their full potential unless the data is shared in an easily consumable way. A well-designed BI dashboard that is shared with the right people can have a big impact on an organization by increasing transparency, improving decision-making, and enhancing collaboration.

When sharing a BI dashboard, make sure to consider its purpose, who needs to see it, how often it will be updated, and how it should be shared. By following these tips, you can ensure that your BI dashboard is used effectively.

Once you deploy a truly effective BI system—one that everyone in the company uses on a regular basis—you’ll start to see all sorts of benefits. Employees will be more informed, decision-making will improve, and collaboration will increase. In short, your company will run more smoothly and efficiently.

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