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Dashboard and data visualization in CCH Tagetik refers to the ability of graphically and visually reporting on data often times in an interactive environment, making it easy to spot patterns.
With CCH Tagetik you can work independent of IT, even when creating customizable dashboards from scratch for different user types, based on their role in the company or organization.
You can report on KPIs in real time as well, enjoying a consistent experience across multiple mobile devices, such as an Apple iPad or Microsoft Surface.
You can filter and slice on grids, charts and graphs to spot unusual fluctuation and drilling into the underlying data, is just a click away.
You can also identify trends and patterns using visual aids, such as heat map or even bar charts, and you can even extend into robust BI solutions that tap into multiple data sources, potentially including data coming from point of sales solutions and supply chain management systems, for fully integrated dashboarding.
Let's take a quick look.
Here we have a basic example of a typical dashboard for a C-level executive, which really provides just a high-level overview of the entire organization.
You can see we can come up with custom layouts and custom templates, where we can organize different charts and different grids, as we please.
In this case we decide to come up with a performance walkthrough that looks like data coming from multiple sets of years as well as versions of data, such as my 2015 budget and 2014 actuals, and we compare some of the major KPIs like total gross revenue, direct margin and finally the net result for each of these different scenarios.
Those data can also be incorporated with statistical information as well, such as sold vs returned products, making it easy to bring in, not just financial data but also statistical information or even information about cash positioning, whether we have a shortage or surplus as opposed to our long-range plan, for example.
And now not only can different layouts and templates be fully customized but also spillover tabs can be created as well, so we can add visual indicators such as world maps, for example, where I can quickly visualize all of my HR expenses and then break them out by geographical locations, so I can quickly see that the Texas HR expenses compared to Florida expenses, for example, in an extremely visual, extremely interactive environment, allowing our field users and our finance users to be able to spot different trends, or spot different sort of patterns that exist in our data … maybe we're spending too much on HR employees, for example, in Texas.
If I move back to our first screen, however, if we want to continue our investigative analysis on some statistical information, I'm free to play around with my grids and charts, for example maybe I want to limit my view here of sold vs return products to now look at all of my regions as it says here, filter on my regions and actually just look at North America, so if intuitive clicking I can simply filter one of my graphs or one of my charts right on the fly and now all my statistical information is filtered on North America.
Of course if I want to focus even more specifically and take a look at just the units sold rather than returned, coming from North America by product line, it's as easy as deselecting returned units.
So now I can play around with my dashboard without ever leaving any additional windows or opening up separate tabs.
Now, if our users actually want to go the extra step in terms of investigative analysis and we're start slicing and dicing their data, we've also provided a pivot tool functionality where I'm free to start dragging and dropping my different dimensions, such as my entities down to my columns, and I can bring over my accounts down to the rows, so that now I have one of view that breaks out returned and sold units by business line across different regions, but I can easily switch my view completely by dragging and dropping product families down to the columns, for example, and switching my regions down to the rows, completely swapping the view of my report.
If I want to maybe use some visual aids to spot different trends, I can leverage that heat map or even bar charts, for example, to take a look at how my different patterns or trends might be sitting in my data, just by swapping through the different visual aids I can quickly and easily see different trends or different spikes in returned sales or sold units, for example, all and in a very intuitive drag-and-drop experience that provides the investigative tools are field users need to solve some of their own questions when visualizing data.
Thanks for watching.
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