Reporting Operations
Analytical forecasting
Define a business forecast, compare methods with a simple benchmark, assess earlier predictions and communicate uncertainty before using the result.
Desk
Desk Analytics
Covers dashboard design, self-service access and how analysts answer recurring business questions.
Reporting Operations
Assigning an owner to each recurring business report
Assign a business owner and technical contact to a recurring report, then record the decisions and handover each role requires.
Reporting Operations
BI adoption and reporting operations
Keep BI reports useful with clear owners, evidence of decision use, timely reviews and controlled retirement.
Reporting Operations
BI for operations management
Use BI to review operational demand, completed work, backlog, delays and capacity, with clear definitions and limits for each decision.
Dashboard Design
Building a capacity report from actual workload
Turn incoming work and backlog goals into effort, compare them with usable hours and slots, and show the assumptions behind a capacity gap.
BI Architecture
Business intelligence architecture for growing companies
Plan BI architecture around decisions, source data, shared measures, reporting, access and change without overbuilding the first solution.
Reporting Operations
Checking export and embedding capabilities during a trial
Verify BI exports and embedded reports with the users, permissions, file contents and authentication your delivery route requires.
Dashboard Design
Comparing self-service BI with centrally managed reporting
Compare who builds reports, owns shared measures and approves distribution when selecting a BI reporting model.
Dashboard Design
Dashboards versus business intelligence: defining the scope
See where a dashboard request includes data, definitions and ownership, then write a clear scope for the work.
Dashboard Design
Designing a dashboard that explains exceptions
An exception tile should tell a leader what changed, whether the data is trustworthy and who is investigating.
Dashboard Design
Diagnosing slow dashboards before replacing the tool
Reproduce a slow dashboard action, locate the delay, and test whether a targeted fix meets the reader’s need before considering replacement.
Dashboard Design
Executive dashboard design
An executive dashboard should make a small number of decisions easier, not display everything the organisation can measure.
Dashboard Design
Explaining forecast ranges to business stakeholders
Explain prediction intervals, scenarios and planning allowances in plain language, with assumptions and decisions beside the range.
Dashboard Design
Financial performance analysis in BI
Structure finance BI views around approved figures, comparable periods, explainable variances and visible reporting limits.
Dashboard Design
Measuring whether dashboards are used in decisions
Connect dashboard activity with decision records and reader feedback while accounting for the limits of usage metrics.
Reporting Operations
Monitoring unused BI licences and scheduled jobs
Compare BI entitlements and scheduled jobs with actual tasks, telemetry coverage and dependencies before changing access or schedules.
Reporting Operations
Reducing expensive queries in recurring reports
Find repeated report queries, reduce unnecessary reads and runs, and verify the result under the relevant billing model.
Dashboard Design
Removing charts that do not support a decision: a method
Removing a chart can make an executive dashboard more useful.
Reporting Operations
Retiring reports nobody can explain
Investigate an unexplained report's meaning, users and dependencies before documenting, replacing or retiring it.
Reporting Operations
Reviewing self-service reports before wider distribution
Set a release trigger, check figures and access, and record a version-specific decision before a self-service report reaches more people.
Reporting Operations
Scheduling report reviews after organisational changes
Schedule affected report reviews after restructures, departures and audience changes before the next important use.
Dashboard Design
Self-service analytics
Learn how to give teams room to create reports while maintaining dependable datasets, useful training and proportionate review.
Dashboard Design
Showing targets without hiding uncertainty
A target helps only when the viewer can tell what it represents and how certain the comparison is.
Reporting Operations
Tracing revenue discrepancies through BI data transformations
Find where a BI revenue difference begins by comparing an approved finance amount and contributing records at each transformation boundary.