We have been working on a full review of our visualisations and would like to share some of our recent changes.
Click Sparklines for Pop-up Charts
Many of our dashboards and reports include sparklines for the last 13 months. These enable users to review the trend for any key performance indicator, balance sheet line or income statement line in the system going back to the same month in the previous year. We listened to our user feedback; these are good, but analysis of trends could be better if enlarged within the same report.
Now you can click on any sparkline in Financial Performance and it will open a pop-up window that will enable you to analyse the last 13 months trend for actual v budget using a larger chart:
You can download the results to Excel from within the pop-up chart too.
Trend Line Chart Changes
We can look at the Assets chart on the Financial Position and Earnings Dashboard as an example of these changes.
- Improved the aspect ratio of the chart and added gridlines to make analysis of data points clearer.
- Improved the tooltip to enable analysis of actual v budget for a month.
- Added a legend to distinguish the two trend lines
Improvements to the KPI Tree Design
All the Key Performance Indicators (KPIs) within BankBI are calculated automatically out-of-the-box and are ready to go when new systems are set up for users.
The KPI Tree enables users to drilldown into any KPI, balance sheet or income statement line to analyse the underlying data that makes up the constituent parts of that KPI. Users can see if they are up or down versus last month or budget so they can do root-cause analysis of why return on assets has moved up or down for example.
It now has a new colour coded design to and users can toggle between the new colour coded KPI Tree and the existing KPI Tree style.
Inclusion of All KPIs in KPI Tree
The KPI tree was historically built on our standard KPIs but because of the way it was built we could not include any bespoke KPIs or changes made to KPIs.
We have now changed how it works so that we can include all KPIs including bespoke KPIs that are set up for users during their implementation projects.
No More Pie Charts
We have changed the pie charts that show the Asset Composition and Sources of Funds for the current month versus one year ago to now use a dual bar chart to enable users to see the comparisons for the same month a year ago side by side in the same chart.
Updated Data Tables
Sorting is now available on tables without grouping, and the expand/collapse all buttons are available where there is grouping.