Have analytic tools does not guarantee that the information is easy to find, access and use. Many organizations already have reports of Power BI and content in Microsoft Fabric, but these end up distributed between different workspaces, applications, links, and emails.
The result is a common situation: the information exists, but access to the right data can become a process unnecessarily complex.
As you increase the amount of reports and users, they also grow the challenges to manage access, share information and maintain a consistent experience across the different areas of the company.
Therefore, the data visualization is not only about building good dashboards. It also implies to enable each person to be able to find the information they need, understand it and access it under the right conditions.
The problem is not having too many reports
An organization may have tens or hundreds of reports, and, even so, having difficulties to use them.
Some of the most frequent problems appear when:
- The users do not know where to find the report correct.
- There are different versions or locations for the same information.
- Accesses depend on constantly for the technical team.
- Each area uses a different experience to see your indicators.
- Share information with customers or third parties requires additional processes.
- There is no traceability on what reports are actually used.
In these scenarios, create more dashboards does not resolve the problem. You can even increase it.
The question ceases to be “do we have the information?” and it happens to be “how easy it is to find it and use it?”
Display data is also accessible
When we talk about analytics, we usually think of integration, quality, government or display. However, there is another dimension that tends to receive less attention: the experience of the people who consume that information.
A visualization strategy must consider who needs access to the data, what metrics require, from where the query it, and under what conditions you can do it.
This becomes more important when the company needs to cater to different audiences:
- Internal users, which require information according to their functions and responsibilities.
- Clients or guests, that need to have access only to the authorized content.
- General publicwhen certain indicators should be published in open form.
- Administratorswho need to manage users, content and permissions.
Not all need to see the same thing. And to facilitate the access to information does not mean eliminating controls on who can see it.
A common experience, without losing control
In an environment configured correctly, the access may consider elements such as the organization to which the user belongs, their role, reports, and authorized the security rules defined in the data model.
This allows multiple people to access the same environment and receive different experiences, without the need for duplicating reports for each group.
The key is to separate the centralization of access. As a centralized experience, it does not mean that all have access to the same information.
The display should also produce information about its use
Data management does not end when a report is published.
It is also important to know what information will actually use the equipment:
- What are the reports consulted?
- What content is practically not used?
- At what times there is a greater demand?
- What information does concentrates the interest of certain areas?
These metrics help to evaluate the usefulness of the reports and make better decisions about one's own strategy analytics.
A dashboard that nobody query may need revision. One that concentrates a large number of users may require greater capacity. And a report that generates frequent consultations can reveal a significant need for a given area.
So, not only will you get information about the business, but also on how the computer uses that data to work.
Available data to useful information
Having a large amount of information available does not mean that it is easy to understand what is happening in the business. A report can contain dozens of indicators and, even so, leaving the user without a clear answer about what you should look first.
A good display works like the dashboard of a car: not shown, each data generated by the vehicle, but those indicators that let you know how it's working, to detect an anomaly and decide when to act.
In analytical something similar occurs. The information should be organized so that users can identify trends, compare results, and to recognize deviations without having to review each piece of data individually.
For a leader, this can mean detecting that a region is growing by less than expected, that a product is losing margin or that a process has a delay before the problem has a greater impact.
The goal is not to show more information. Is to make visible that which deserves to a decision.
Power BI and Microsoft Fabric as the basis for an analytical accessible
There are tools that provide capabilities to integrate data, build analytical models and convert information from different sources on indicators that can be used in different areas of the organization.
From this base, the display can be adapted to the needs of each audience. A manager may need a general overview of the performance, while a sales team requires more detail about customers, opportunities, or performance goals.
Therefore, a good analytical experience is not to show the same data to all, but to present the information with the level of detail and context that each user needs to accomplish its function.
The technology makes it possible that experience, but it is the way in which you structure and present the information that determines how useful it is for the business.
Visualization is a key step to turn data into action
An organization does not improve its analytical capacity simply by accruing more reports. The real evolution occurs when the information begins to be part of the way in which the company operates: when the indicators are converted into common references, the teams understand what is going on, and leaders can assess the business with a shared vision.
That process also does not have to start from scratch. Many companies already have data, reports and tools; the next step may be in order how they connect, how they present themselves and how they are used.
If the data already exist, the challenge is not always to generate more data. It is sometimes to find a better way to turn them into a tool of management.
That is where a strategy well-structured can be transformed into an investment for the company and generate more long-term results.
Do you want to know if your organization is taking advantage of, really, their capabilities of analytics?
Let's discuss how to improve the experience of analytics in your organization and to convert the information in a more effective tool for the business.