Worksheet and Dashboard Conventions

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Misc

  • DSA Connectors (data sources):
    • For ERP: Denominator + Name. Ex.: SA Sales Analysis, SA Sales Headers
    • For CRM: CRM + Name. Ex.: CRM Opportunities
  • DSA Web Server Projects: same as DSA Connectors.
  • DSA Windows folder structure to hold workbooks: Same as DSA Web Server Projects.
  • DSA Development Setups


DSA Workbooks

  • DSA Workbooks for Reports:
    • Naming: DimensionName - Measure & Qualifier. Ex.:
      • Customers - Sales Growth per Month
      • Customers - Sales Growth per Year
      • Customers - Sales per Month
      • Customers - Sales per Year
      • Customers - Sales Running YTD
      • Customers - Sales YoY
      • Customers - Sales YTD
      • Customers - Sales Top
    • Core measures to be covered:
      • 1st tier measures (like sales in Sales Module) deserve the biggest number of queries.
      • 2nd tier measures (like GP, Qty and cost of sales in Sales Module) warrant a small number of queries.
  • DSA Workbooks for Dashboards:
    • Naming: Measure & Qualifier. Ex.:
      • Sales Growth per Month
      • Sales Growth per Year
      • Sales per Month
      • Sales per Year
      • Sales Running YTD
      • Sales YoY
      • Sales YTD
      • Top Sales
  • DSA Tabs:
    • First tab 'Core', other tabs 2ndDimensionName.
    • In Dashboard workbooks, add (t) for tabular and (g) for graphic at the end of the tab name. Ex.: Customer (t)
    • Workbooks with tabular or graphic only reports don't need (t) or (g).
    • Worksheet Title Naming: Core = <Workbook Name>, Other = <Workbook Name> by <Sheet Name>.


Queries Creation

  • Filters:
    • Avoid building filters using "Select from List" (it hard codes the values). Use "Use All" instead.
    • Enable "Show Quick Filter" for relevant filters.
    • Pay attention to "Add to Context" and "Apply to Worksheets".
    • When building "Top" filters, try using a 'Parameters' for Top's count and enable "Show Parameter Control".
    • Date filters:
      • "Relative date" is the most popular approach.
      • Put them at the top of the "Show Quick Filter" list.
      • Use "Year" level for generic queries, and more granular date levels for queries listing detailed level transactions.
  • Totals: Most queries benefit from totals (some from subtotals).
  • Tooltip:
    • Consider including relevant other information in the Tooltip.
    • For the last tooltip to be listed, drag "System Info.DataRefreshedAsOf_DateTimeCharacter" into the Tooltips box in Marks.
  • Worksheet title: <Workbook Name> by <Sheet Name>.
  • Charts:
    • Colors: Use the default?
    • Axis formatting:
      • Headers: Consider hiding them if labels can be shown somewhere else.
      • Labels: Consider Title font=12, and Scale set to Currency (Custom ) with (K) and no decimals.
      • Consider using dual axis when plotting more than one measure.
    • Proper Label orientation and alignment can save real estate.


Dashboard Creation

  • Default size: iPad Landscape. Consider increasing the height to 1020 if necessary. Using the default size, avoid putting more than two regular-size queries on the dashboard.
  • Use as Filter: Consider using it.
  • Query Titles: See if hiding them is helpful to increase available real estate.
  • Top left quadrant: Try to put the more compelling charts on the top left corner - it's the premium area and also used by DSA Server dashboard snapshots.
  • If a quadrant may be expanded via Quick Filter or drill down, do NOT use Fit = 'Fit Width', use Fit = 'Normal' instead.
  • Sometimes a chart (such as bubbles) doesn't take all its area available. Try to maximize real estate usage.