24 Critical BI Dashboard Specifications

If you’ve at any time shopped for BI dashboard software in advance of, you know that after about a few demos, the products and solutions begin to blur with each other. It helps to appear geared up with a evidence of notion checklist that will not only power you to prioritize your desired functions, but also serve as a handy be aware-getting tool.

Of program, formulating this kind of a checklist requires a truthful little bit of analysis. We believed we’d give you a leg up with this checklist of essential enterprise intelligence dashboard demands. In addition to describing each individual function, we make clear why we assume it’s critical so that you can far better gauge its benefit to your own business context.


These are fundamental dashboard prerequisites, as considerably as we’re involved.

1. Embedded BI Dashboards and Dashboard Designers

The capability to embed not just dashboard output but the dashboard style area by itself on any site of your host application is paramount. We think your people need to be in a position to watch, manipulate, and establish dashboards where ever you, the software architects, truly feel would make the most perception.

2. Cloud-Dependent Entry

Your dashboard instrument really should be web-dependent so that end users can entry their details sources from wherever at any time.

3. Cell Ready

There are a number of diverse flavors of cell readiness out there, so make your mind up which finest describes your application and then pick a dashboard remedy with performance to match.

4. Part-Based mostly Info Sights

This seriously should really go without having expressing, but it is definitely very important that you, the administrator, be ready to dictate which stop end users see what knowledge.

This is as important for dashboards as it is for studies. You need to be able to framework your authorization protocol any way you like, guaranteeing that diverse customers can run the same dashboard but only see the details details they have authorization to see. Chart animations are all properly and great, but safety comes to start with.


It is as a lot about what you are viewing as how you are viewing it.

5. Authentic-Time Details

Executing a report is what is identified as an “expensive” course of action in the BI earth. With all that’s associated in querying the databases, becoming a member of tables and/or resources, undertaking calculations, incorporating types, and implementing filters, executing a full dashboard of experiences can be quite a feat. But up-to-day data is necessary to business enterprise operations, and dashboards are no exception. Validate that your dashboard option can report off live information, not just cached information.

6. Automated Information Refreshes

To safeguard both equally your database and your buyers from targeted traffic jams, you should really definitely have the potential to dictate how usually your dashboards refresh. Examine for a refresh timer as properly as an override for that timer. You never ever know when you are going to want fresh information suitable away!

7. Silent Info Refreshing

Hourglasses, progress bars, and other loading animations should really raise users’ assurance in the application, not diminish it. They’re enormously handy when users really don’t have anything to seem at and need to have confirmation that the plan is doing the job, but they are not essential when viewers are already hunting at the dashboard. Dashboards should update quietly and with no fanfare for a smoother user experience.

BI Dashboard Generation & Layout

With all that admin-stage stuff out of the way, let’s dig into what you will want for your people!

8. Drag-and-Drop Editing

A thing about the tactile encounter of dragging and dropping UI features, we find, dramatically diminishes the studying curve. The conversation gets to be extra literal and a lot less conceptual, facilitating consumer adoption and shortening the time it requires to develop dashboards and visualizations. Glance for drag-and-fall controls as you assess dashboard options for ease of use.

9. Blend and Match or Establish From Scratch

Consumers should be capable to insert present tables, gauges, charts, maps, and other visualizations to a dashboard canvas directly from the report library. Conversely, buyers must also have the possibility of constructing new charts and tables inside of the dashboard designer alone. This saves people the hassle of hopping from 1 device to the subsequent and recreating present reports.

10. World-wide and Area Styling Options

Who has the time to type 10 experiences exactly the exact way? Preserve your customers a globe of tedium by guaranteeing they have the capacity to utilize dashboard-large styling and override that styling on a chart-by-chart basis.

11. Snap-to-Grid Placement

No extra counting pixels! Useful dashboard solutions assistance end users put report things on the canvas applying a grid composition. This facilitates symmetry, thoroughly clean spacing, and skilled-on the lookout output.

12. Predefined Chart Themes

Not all of us are artistically inclined ample to arrive up with harmonious colour combos, so make guaranteed your dashboard alternative arrives with a great deal of premade themes as perfectly as the selection to develop your individual!

13. Many Chart Options

This one particular might require a tiny bit of person exploration on your section. Establish irrespective of whether your marketplace verticals make repeated use of just one or far more specific visualization kinds, then prioritize those people. In general, make guaranteed your BI’s dashboard resources guidance a assortment of visualization types, together with the old standards.

14. Details Structure Selections

Your customers should really have top management in excess of how their data is formatted. Verify for day, quantity, and forex formatting choices.

15. Dynamic Images

It is essential that end users be able to include things like images—logos, headshots, icons, photographs—on their dashboards and be in a position to regulate how all those photos respond to adjustments in display screen/window dimensions. Practically nothing hurts the visual appeal of a presentation like pixelated photos.

16. Website Page Embedding

In some cases you just want an additional entirely interactive web site embedded specifically into the dashboard alone. Perhaps it’s a company landing webpage or an order type or a Google Doc. If it makes perception for your end users to see that information together with their analytics, they shouldn’t have to open a new tab and search for that content material.

17. Drilldowns

Drilldowns allow for customers to see chart depth info in tabular type. So if they’re searching at a chart of quarterly profits details damaged down by gross sales agent, a drilldown would show not only people totals showing up on the chart but also the info contributing to all those totals. Even if discount information does not surface on the chart, a drilldown could give insight into Bob’s new markdown system.

18. Joined Reports

Not to be bewildered with drilldowns, linked studies screen details relevant to the data in issue. If the quarterly income chart described higher than contained a website link on transaction day, clicking on the column for Q1 might spawn a chart or desk with other Q1-similar information and facts, like a Q1 cost report or hiring summary, somewhat than the authentic chart’s detail information.

19. Parameters

“Parameter” is just a extravagant term for variable. On dashboards, parameters can be utilized to filter or change information.

As soon as once more using the revenue instance described earlier mentioned, let us suppose a revenue consultant checks her dashboard each and every morning to assess her progress, but her gross sales quotas and plans alter from thirty day period to month. If her product sales quota and profits target are dealt with as variables, she can simply enter her new intention and quota quantities each individual month alternatively of setting up a whole new dashboard.

Filtering BI Dashboards

Why does filtering have its individual segment? Perfectly, feel back to the final time you booked a flight on the net. How numerous situations did you discover yourself tweaking the day, time, airport, and cost configurations? Filters help users remedy “what if” inquiries as they crop up.

There’s no telling what your buyers will want to see, so your dashboard filters improved be flexible.

20. International and Local Filters

It’s crucial for buyers to be capable to utilize a filter to both all or some of the elements on a dashboard.

It would, for example, make perception to use a products filter to a revenue chart but not make perception to implement that same filter to a income quota gauge. (Being aware of that mitten revenue only gets the team 3% of the way to quota is not important details.) Every time filters only management some reports, there really should be some visual indicator of which all those are.

21. Exhibit Filter Values

This should really go without having saying, but users have to have to be in a position to see the filter requirements they’ve utilized. A assortment slider with no values is just a guessing activity no just one would like to engage in.

22. Static and Interactive Filters

Keep in mind that on line flight booking you built? Each individual time you improved a lookup placing, you ended up applying an interactive filter. Interactive filters allow customers to restrict their information output in true time.

Static filters are also essential, having said that. You may not have understood it at the time, but the online booking platform you have been applying was presently filtering away all marketed-out or cancelled flights because they’re just not beneficial to an individual hunting to purchase a ticket.

23. Alter Charts on the Fly

Just as you might want to filter in true time, you also may well want to reconfigure in true time. The ability to improve chart style, color plan, and kind order implies end users can modify their point of view at a moment’s recognize. It’s possible it made perception to watch regular revenue chronologically at a single stage, but now it would be much more handy to see which months performed the most effective relative to the other people. A rapid form adjustment could bring out those people insights.

24. Printability/Exporting

Very last but definitely not least, there’s no substitute for currently being capable to export, help you save, and print. BI dashboards must be no exception.

With the above options secured, your BI customers will have the tools and versatility to ideal their dashboard types.