An online dashboard in a snap

Create a WEB dashboard in minutes

for your Key Performance Indicators

using a simple & free tool

and no programming expertise

© Component Based Solutions Ltd.

When...

You need a KPI Daskboard Internal or External to your organization Available through any Web Browser Up & running in a few hours Complete, flexible and expandable Requering absolutely no programming skills Spreadsheet is all what you need to know With absolutely NO investment

KPInstant gives you...

An online interactive dashboard two distinct styles (modern &. gauge-vintage) Alert indicators Multiple perspectives Selectable analytic dimensions Evolution charts Interactive help & interrelationships

… absolutely for free!

3 simple steps

Step 1: Define measures

Fill a simple spreadsheet whose template you can download from:

http://www.cbsolution.net/jnlp/samples/kpinstant/kpinstant.xls

Use one line for each measure, as shown in next slides.

Not requiredNot required

This is the name of your

KPI or measure

This is the name of your

KPI or measure

Enter % if percentage and

# decimals

Enter % if percentage and

# decimals

Enter 'KPI' show measure in Dashboard. To use perspectives enter name followed by ”perspective”.

Separate entries by commas.

Enter 'KPI' show measure in Dashboard. To use perspectives enter name followed by ”perspective”.

Separate entries by commas.

If measure has multiple

dimension enter them here

separated by comma,

example: client, store,

product ...

If measure has multiple

dimension enter them here

separated by comma,

example: client, store,

product ...

Identify measures

Not requiredNot required

Those fields are not required and for documentation only, but can help user understand the measure. Also, if you reference other measures (inside square braces) their

values will be shown upon request, to assess, for example how measure was computed.

Those fields are not required and for documentation only, but can help user understand the measure. Also, if you reference other measures (inside square braces) their

values will be shown upon request, to assess, for example how measure was computed.

Cross-reference measures

Define control ranges

Not requiredNot required

Values under Ideal minimum will be shown in

yellow.

Values under Ideal minimum will be shown in

yellow.

Values under allowed

minimum will be shown in red.

Values under allowed

minimum will be shown in red.

Same considerations (red – yellow)

apply to maximum.

Same considerations (red – yellow)

apply to maximum.

Step 2: Collect data

●You also use spreadsheet to collect data●There is no predefined template●Organize them as you wish●Provide how many you need●Fill & deploy them with any frequency

●Just use named ranges to bind values to measures.

3 Kinds of data

Data used to compute measures

Data used to compute measures

Computed measuresComputed measures

Dimension keys: relate values to

dimensions (what they refer to)

Dimension keys: relate values to

dimensions (what they refer to)

Defining named ranges

Define range names to bindDimensions and measures to cells

Define range names to bindDimensions and measures to cells

SpecialTIMErange

How KPInstant reads data

KPInstant uses your named ranges to understand

spreadsheets. 2607 refers to “Pizzas Sold” measure for

“All Stores” (store dimension) on Feb/3/2010

KPInstant uses your named ranges to understand

spreadsheets. 2607 refers to “Pizzas Sold” measure for

“All Stores” (store dimension) on Feb/3/2010

Named ranges rules - 1

To create a named range using Excel, select the cells and then choose Insert > Names.

Define a named range for each: - measure (Col. A of measures spreadsheet, but you will see an alternative) - dimension (Col. E of measures spreadsheet)

Define the special named range TIME for the implicit and always present time dimension. It shall contain dates as number, formatted in whatever way you wish (but shall be numeric!)

Named ranges rules - 2

Range names shall be all uppercase with any character that is not letter or digit converted to underscore, ex: “Net Sales” becomes NET_SALES.

You can combine how many dimensions, time and measure you wish either vertically or horizontally.

Wrapping and MEASURES range can simplify this task. See next examples.

Ranges Wrapping

A short range, like time range will automatically wrap. Thus you can

enter a single value instead of repeating it. The same way if you

have 3 products to be cross-combined with multiple clients you

need provide just 3 cells.

A short range, like time range will automatically wrap. Thus you can

enter a single value instead of repeating it. The same way if you

have 3 products to be cross-combined with multiple clients you

need provide just 3 cells.

The MEASURES range

Instead of using a named range for each measure you can use a single

range named MEASURES containing measures name, bound to a range named VALUES bound to actual

measure values.

Instead of using a named range for each measure you can use a single

range named MEASURES containing measures name, bound to a range named VALUES bound to actual

measure values.

MEASURES VALUES

Your dashboard is ready!

To use KPInstant, simply copy the definition (kpinstant.xls) and any data spreadsheets to a folder or web location. Data spreadsheets can have any name (but shall also be .xls: Excel 97-2007 format).

Then point your browser at KPInstant (*):

http://www.cbsolution.net/site.oss/launch/kpinstant

(*) you need Java plugin in your browser (usually already present), you can check and install it at:

http://www.java.com/en/download/dt_verify.jsp

Inside KPInstant choose:

My Dashboards > Open

And enter the name of folder or URL where you placed the spreadsheets.

To have a taste of KPInstant you can open the dashboard located at this URL (from which next examples of a pizza store chain are taken):

http://www.cbsolution.net/jnlp/samples/kpinstant/tower-of-pizza/

The Modern style

Alert IndicatorsONLY shown if yellow (alert) or

red (action required)

Alert IndicatorsONLY shown if yellow (alert) or

red (action required)

MeasuresMeasures

Bullet chart

shows status

Bullet chart

shows status

Switch to different

perspective,You will get a different

set of measures

Switch to different

perspective,You will get a different

set of measures Sparkline

shows trend

Sparkline shows trend

Current Value

Current Value

The Vintage Style

Click on Preferences > Vintage to change style,

Now let's go back to modern style, spartan but more effective.

Click on Preferences > Vintage to change style,

Now let's go back to modern style, spartan but more effective.

Understanding measures

Click on measure to display

their meaning

Click on measure to display

their meaning

Visualizing evolution

Click on spark line

to plot evolution

Click on spark line

to plot evolution

Getting detail

Click on bullet chart for detail

and related measures

Click on bullet chart for detail

and related measures

Drill down

Selecting “Context” let you choose and combine available dimensions.

Selecting “Context” let you choose and combine available dimensions.

Suggestions

Start practicing with only 2-3 measures, grow incrementally.

KPInstant uses same format of KPIStudio (also free) that produces great project documentation. Simply open kpinstant.xls with KPIStudio and generate PDF.

Q & A

Can I access directly my legacy data instead of reading from spreadsheets?

Yes, you can use a REST interface to access any data you wish. Ask your tech staff to contact support@cbsolution.net for detailed information

I am missing a certain feature...We greatly appreciate any kind of suggestion. Please, let us know your needs and whet you think of KPInstant to support@cbsolution.net