BI Dashboard Formula Methodology Webinar: http://bidashboardformula.com Learn how to with Mico Yuk: Qualify your dashboard project before starting Transform your KPIs into actionable KPIs Tell a story with your KPI's and Data Build mockups right the first time Boost user adoption using our hacks Build in any tool!

1. Welcome to
“ BI Dashboard Formula
Methodology ”
Webinar
Presentedby:MicoYuk

2. Who is Mico Yuk?
The Founder of BI Brainz
Academy, BI Dashboard
Formula Methodology,
Analytics on Fire Podcast
I’ve help companies like
Nestle, Shell, Ericsson, Bank of
America, General Mills, Allstate
deploy success BI analytics
I’ve help to deploy over 500
enterprise dashboards globally
I’ve also keynoted at major
BI events in over 8
countries
I’ve taught over 5,000
students in the last 5
years how to become BI
rock stars
I was recognized as one of
the top analytics bloggers
and influencers in the
world
Follow @micoyuk| Use hashtag: #BIBAcademy | Email quesEons to info@bibrainz.com

3. Join the conversaEon…
use hashtag #BIBAcademy
Me
t: @micoyuk | Li: linkedin.com/in/micoyuk
Company
t: @bibrainz | w: bibrainz.com | e: info@bibrainz.com
Blog/Podcast
t: @analyticsonfire | w: analyticsonfire.com

4. Our customers say it all…
Follow @bibrainz | Use hashtag: #BIBAcademy | Email quesEons to info@bibrainz.com

5. ItookMico'sDashboard
"WOWeffects"training
program…Icameout
withtheWOWeffects:
-Micohasastrong
knowledgeoftheBI
fields/industriesand
abletomakethetraining
relevanttoour
experiences.
Kunna Tan,
Consultant Canada
Stephen S, Digicel
Pfizer
…forallherhelpwithour
ExecuIveDashboards
soluIon.Mico…hasadeep
understandingofthe
broaderBIspace
encompassinganalysisand
reporIng…Shemanagedthe
dashboardaspectsofthe
program..her‘player-coach’
approachwiththe
developmentteamreally
helpedacceleratetheoverall
delivery.
HeyMico,Iwashelpingouta
colleagueindesigningand
developingsome..execuIve
dashboardsYoureallytaughtme
well!Withnoexperiencepriorto
oraRerthefewdaysoftraining,
andaReralltheseyearsIwas
abletodiverightinandstart
developingdashboards.Allthe
bestpracIcescamereadilyto
mind,andyourdesignIpsetc...
ThanksMico,you'rethebest!
Seriously...youaretheBEST
EVER!
Mayank Misra, Pfizer

6. 4 Steps to Build an Amazing
BI Dashboard to ‘WOW’ your Audience!
Follow @micoyuk, @bibrainz | Use hashtag: #BIBAcademy | Email quesEons to info@bibrainz.com

7. See How the BI Dashboard Formula helped
Dashboards in 5
short months…
MaIy Grygorcewicz from S.
Australia Power Network create
4

8. Big picture
Follow @micoyuk, @bibrainz | Use hashtag: #BIBAcademy | Email quesEons to info@bibrainz.com

9. Today’s Game Plan
1. Qualify your projects… and save money
2. Create AcUonable KPIs… to get quick wins!
3. Tell a Story… to engage your audience!
4. Mockup & Design… dashboards that wow!
5. Build in Any tool…
6. Tell the World...and boost user adopUon!

10. My Promise To You

11. One of the biggest fears when building a
dashboard, is that you’ll build an ugly
dashboard and NOBODY will use it.
andyouruserswilllosetrust.
Moneywillbewastedagain.
WHAT IF I TOLD YOU I CAN ELIMINATE THAT PROBLEM?

12. Qualify your Project
1

13. Average BI User
AdopEon Rate for last
6 years
21% $97B
EsEmated BI Services
spend in 2016

14. You must accept the reality that some BI
projects are not worth doing! This is one
reason why so many fail.
Mico Yuk

15. 3 Reasons NOT to start your BI project
1. Too many audiences
2. Limited Resources
3. Missing top KPIs

16. 1. Too Many Audiences
Having more than
2 of any kind of
audience
increases your
chances of failure

17. 2. Limited Resources
Data Architect
Analyst
Dashboard
Developer
Admin
Don’t let this
be you!

18. 3. Missing Top KPIs
These are NOT KPIs
Chart View
Chart View
Chart View
No Clue ??
• Real Customer Example:
• BI Dashboard Formula Planning
Guide completed wrong!

19. Tool to Qualify your project
The BI
Dashboard
Formula
Planning
Guide
removes the
guess work!

20. Tips
1. You should avoid having more than two audiences for a
single dashboard
2. You need to confirm all resources before starUng project
3. You need to idenUfy 3-5 top KPIs before moving to gather
requirements
4. Bonus: You should always ensure you have a single goal
statement!

21. Create AcEonable KPIs
2

22. “The most important performance information that
enables organisations or their stakeholders to
understand whether the organisation is on track or not.”
Bernard Marr
Key Performance Indicators (KPIs) are…

23. You need acEonable KPIs to keep your
audience engaged and show value. The days
of simply monitoring data are long gone!
Mico Yuk

24. Go from
this…

25. To this…
Example of
acEonable
KPI Eles

26. 1. Take one your top KPIs (from
previous step)
2. Answer 3 simple quesUons.
3. Rename KPI using our special BI
Dashboard Formula format!
How do you create an
AcPonable KPI?

27. How do you create an
AcPonable KPI?
1. Start with your Top KPIs(s): Profit (margins)

28. How do you create an
AcPonable KPI?
1. Start with your Top KPIs(s): Profit (margins)
2. Answer 3 simple questions:
What?... I need to increase our margins
by How much?... By 25%
by When?... next year (2017)

29. How do you create an
AcPonable KPI?
[action] [KPI name] [how much] [by when]
Increase profit margin by 25% by 2017
Use the BI Dashboard Formula
Actionable KPI Name Format

30. Tips
1. You should K.I.S.S. (keep it simple superstar)
2. Not all KPIs or metrics can be made acUonable
3. Use right brain words when possible
4. Keep your acUonable KPI count under 5!

31. Tell a Story
3

32. “Dataanalysisisn'taboutgraphicsandvisualizaIons;it'sabouttellinga
story.LookatdatathewayadetecIveexaminesacrimescene.Tryto
understandwhathappenedandwhatevidenceneedstobecollected.The
visualizaIon—itcanbeachart,maporsinglenumber—willcomenaturally
oncethemysteryissolved.Thefocusisthestory.”
SimonRogers,FactsareSacred
A good data story…

33. Telling a compelling data story is the future of
analyEcs and big data. You must get beyond
the trend!
Mico Yuk

34. A Compelling data story has 4 parts
1. Snapshot
2. Trends
3. Forecasts
4. SoluUons

35. Lots of trends

36. Lots of beauPful trends

37. of dashboards are
trends!
All history.
Zero acEon.
90%

38. How do you create a
compelling data story?
1. Start with your top 3 KPIs
2. Segment into four secUons

39. Example
Snapshot
Trend
Action

40. visual storyboard template
The BI Dashboard
Formula KPI Visual
Storyboard removes the
guess work!

41. Tips
1. SUck to answering the quesUons for each secUon
2. Add your visuals only aher the story is correct
3. Your story should be short and sweet

42. Mockup & Design
4

43. “The purpose of visualizaUon is insight, not
pictures.
―BenShneiderman
A good data story…

44. Your ugly dashboard may have a great story
and data, but no one will use it.
Mico Yuk

45. BIDF Design Hack…cut design Pme by 50%
1. Start with a black/white mock up or hand drawing
2. Add final design in Canva (stay tuned for bonus)
3. Gain Sign off
4. Build in tool
5. Add data / funcUonality
6. Gain super fast sign off!

46. Start with a black/white mock up
Balsamiq.com $89

47. or a hand drawing…
Pencil/Paper FREE

48. finalize design in our secret tool…
Sign up for
Canva.com FREE
NO PHOTOSHOP

49. built in SAP Cloud AnalyPcs
(caneasilybedoneinTableau,Qlik,etc.)
REAL CUSTOMER DASHBOARD

50. Tips
1. You should not do any mockups in the tool
2. You want to get sign off on the look/feel before adding
data
3. You want to sign up for a canva account ASAP. It’s super
simple.
4. Bonus: You want to stay to get details on a free training to
show you how to build what you just saw!

51. So what’s next?

52. These are just a few of the techniques
and tacPcs we use to make our
BI dashboard projects successful

53. Created a Course:
BI Dashboard Formula 2016

54. Here is what 2 students had
to say about the program

55. AlthoughmoststepsintheBIDFmightseemlikecommonsense
whenyoufirsthearthem(andtheyare)itisamazinghowoRen
weforgettoapplythemduringaproject.Byfollowingtheclear
andconcisestepsintheBIDFblueprintspreadsheetyoucan'tgo
wrong.ItislikehavingMicowatchingoveryourshoulderduring
yourwholeproject,keepingyouandyourteamontrack,in
scopeand,ulImately,successful.
Jason Phillips, ,UnitedStatesNavy

56. ThebestcourseIevertakenregardingbidashboards.TheBI
formulaspreadsheetsavedmemonthsineducaIngand
requirementcollecIon.Usingthetemplatesprovidedinthe
coursewewereupandrunningindaysandwereableto
completedashboardsin5weekswhichincludedrequirement
gathering,analysis,development,tesIngandgatheringperiodic
feedbackfromtheendusers.
Greatclass.AmustforanyoneinterestedinBIdashboards.
-Daniel Lozovsky, MBA, ATT&T

57. This is not for you if
1. You simply want to build preIy
dashboards without smart data
2. You feel user adopUon is not your
responsibility too
3. You expect results without effort

58. This is great for you if
1. You want to start building successful dashboards
2. You want to avoid failing at creaUng another
dashboard
3. You are a BI pracUUoner or manager (IT or biz
side)
4. You want higher user adopUon

59. What’s Inside
100 – yes – ONE HUNDRED hours of
world class training
+ 8 templates

60. you get…
A. Step-by-step methodology
B. Frameworks
C. Templates
D. Customer Use Cases
E. Community

61. What’s inside?
Prep Guide Template

62. What’s inside?
How to gain Wireframe Approval

63. What’s inside?
Learn our step-by-step dashboard
design process & hacks

64. What’s inside?
How to setup effecEve workshops

65. What’s inside?
The right quesEons to ask during
requirements gathering

66. What’s inside?
KPI Blueprint

67. What’s inside?
Where to find KPIs

68. What’s inside?
User adopEon techniques

69. glimpse of course portal

70. glimpse of course portal

71. The price

72. Original price
$2,495

73. Early Bird
One payment of $2,495 just $2,195

74. Here’s What You Need To Do
Next
Click the Get Started bulon right now
Click on enroll
Complete the checkout process
Get ready for May 23rd, when the course becomes
available. You’ll have 24/7 access!

75. Surprise Bonus!

76. Surprise – Another Bonus!

77. And best of all…
24/7 access to the course for a year
• Bi-weekly office hours with us (US/EU/AU
Eme zones)
• First access to BIDF cerEficaEon when its
goes live in the fall
• Access to our new BIDF community online

78. This won’t be open forever

79. Let’s recap everything your gehng…
Access to the BI Dashboard Formula Methodology
course available on May 23rd + free bonuses!
• Bonus #1 – How to use Canva to Design your BI Dashboard
• Bonus #2 – How to go from a Mockup to your first SAP Cloud
AnalyEcs Data Viz
• Bonus #3 – Access to our new BIDF community (if you buy)

80. 4 Steps to Build an Amazing
BI Dashboard to ‘WOW’ your Audience!
Follow @micoyuk, @bibrainz | Use hashtag: #BIBAcademy | Email quesEons to info@bibrainz.com

81. Next Steps
Get Started by clicking on the right
or by visiUng
BIDashboardMastery.com
Send quesUons to: info@bibrainz.com

83. Build a KPI Visual Storyboard
Visualize your Story
Discover how to …