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UI

Market Share Dashboard Redesign

Market Share Icon.png

Definitions
MicroStrategy - BI/Reporting tool.
MicroStrategy Dossiers - An interactive display that you can create to showcase and explore business data.
MicroStrategy Library - Is an interactive application of the MicroStrategy Business Intelligence platform that lets business users harness the analytical power of MicroStrategy in a simple, clean, and modern user interface.
MicroStrategy Document (Document/Dashboard) - Contains objects representing data coming from one or more MicroStrategy reports, as well as images and shapes. Documents can appear in almost as many ways and are generally formatted to suit your business needs, in a single display of presentation quality.
Visualization Filters - A visualization such as a bar chart, grid etc. can be utilized to filter other visualization by being targeted to a particular visualization
Targeting - A way in MicroStrategy to set up and apply filters or visualization filters to filter on visualizations.

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Outcome
Updated the existing Market Share dashboard with a new visual design that incorporates company branding and flexible dataset for a total of 3 salesforces (2 dossiers in total),   Dossiers were provide with the ability to view via web and mobile (iPad).  The dynamic dataset design allows for responsive updates in adding new products to the dashboard.  Improved the overall performance of the dashboard by 56% which has reduced the number of issues reported (via tickets) by users.

Business Value

  • Created a more visually appealing dashboard that is in line with company branding.

  • Gave users the ability to view via web and mobile.

  • Improvements to dashboard performance and overall functionality has resulted in a decrease of production issues (tickets) being reported by users.

  • Improvements to the design has allotted a more flexible way to incorporate new products.

  • Responsive design (targeting filters) allows for a more intuitive way to drill down to granular level data.

  • Developed a functional documentation for the business to utilize in training sessions with users.

Role in Project
As a MicroStrategy Developer I performed/assisted in the following tasks:

Tasks Performed: Designed the front end of the dashboard and navigation (stitched dashboard).  Design metrics as needed. Provided solutions to UX/UI challenges.  Created functionality documentation, data dictionaries and development documentation.
 
Worked with my Team to: Provide feedback on data design challenges (metric/attribute/dataset design).  Unit Testing and to assist users in UAT sessions.

Finished UI

Market Share Dashboard (Redesigned)

  • Total of two dossiers each aligning to different salesforces (dossier design is the same just alignment if different).

Icons for Salesforce Portal

  • 2 Icons one for each dossier.

Market Share Dashboard
Method of Dashboard Development: MicroStrategy (a dossier, method of user end access: MicroStrategy Library)
 
Overview Page

Market Share Dashboard 1.png

Company branding was incorporated to the overall color scheme of the dossier.  A more minimalistic/softer color scheme was implemented to minimize the vibrating affect certain colors have when place together in order to not overwhelm the end user.  The colors added within the line chart are based on the product branding.  Users can increase the browser zoom to enlarge.  This is the initial landing page when the user accesses this dossier, they can click on the following link to access the more granular details

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Market Share Dashboard 3.png

The initial design created included a customized alignment map, later this was replaced with a clustered bar chart to keep both web and mobile version streamlined visually as well as from a development perspective (less dossiers to maintain).  No functionality was lost in replacing the alignment map with a clustered bar chart (Level and targeting functionality remains the same).  Thresholds were applied to clearly indicate performance across alignment to end users.  Line Chart color scheme was based on the product branding, end users can clear associate the line color with the product at first glance.

Previous Design

Market Share Dashboard 2.png

Portal Icon

Method of development: Adobe Photoshop

 

For the Market Share Dashboard this dashboard was being redesigned from an existing dashboard that was over 10 years old.  I felt a customized icon needed to be created so that users could clearly associate specifically which dashboard they are accessing.  A lot of the icons being utilized are generically provided and don’t really convey any real association.

 

There are two versions of the Market Share Dashboard however the overall design, content and data are the same between dossiers but aligned to different salesforces.  I wanted to create similar style icons but have them identifiable based on the color scheme implemented.  One salesforce sells a specific product that the other two do not and based on that knowledge I implement a product branding-based color palette within one icon and a company branding color palette within the other icon.  Each icon from a color scheme perspective is differs from the other which I believe clearly indicates there is a distinction between both dashboards.

 

The contents of the icon were taken from the contents within the Market Share Dashboard

  • Alignment Map/Geography of the Dashboard

  • The visualizations that were implemented within the dashboard

  • The first icon utilizes a company branding based color scheme.

  • The second Icon utilizes a product brand-based color scheme.

  • Both icons were also added as design elements to user functionality documentation.

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Finished UI

Icons_Visuals 6.jpg
USBD Dossier Icon PCL.png
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