Business Users can now create a dashboard ALL by themselves - in just 4 simple steps

How To Create A Dashboard By Just Chatting - In 4 Steps

The standard practice goes like this - A data expert prepares top-notch dashboards and presents them to the business users/managers, on the basis of which the business user takes important decisions.  However, some issues with that routine are being increasingly highlighted:

Due to the cumbersome process of communicating with tech teams, business users have to wait for weeks or days to get even ad-hoc queries answered. The dependency on data analysts is just far too great. 

Additionally, most dashboards in use today are of a static nature. New metrics are introduced to resolve this, but by the time they are implemented, the insights they yield have already become obsolete and practically useless. 

Next, data analysts create visually inclined dashboards. This leads to insights being lost, i.e. not all insights that CAN be derived ARE derived. 

Finally, business users are still left probing for mature, actionable insights. “Insights that actually help in decision-making” is the requisite from business users - and current dashboards seem to fail in meeting it. 

To sum it up, there are 4 issues with data analysts creating dashboards for business users: 

 

1. A long, long wait for business users to even get ad-hoc queries answered

2. Static dashboards unable to reflect today’s business concerns. Introduction of new metrics still produces outdated insights ill-fitted for application

3. Visually-heavy dashboards causing crucial insights to be missed

4. Business users still probing for actionable insights that contribute to effective decision-making

 

CREATING DASHBOARDS VIA SIMPLE CHATTING

 

We have created a method for business users to be able to create dashboards themselves, without the help of tech-based teams. So without further ado, let’s dive right into how business users can create dynamic, language-based dashboards that deliver insights that matter - all by themselves.  

The screenshots below are from ‘Ask Phrazor’, the conversational querying platform of our double-patented BI Tool Phrazor. Business users can ask their queries in simple language and receive real-time responses, which they can then pin to the Phrazor dashboard. Let’s see how ‘Ask Phrazor’  works, and what’s so unique about it:

 

‘ASK PHRAZOR’ UNPACKAGED: CONVERSATIONAL QUERYING FOR DASHBOARDS - A 4-STEP EXAMPLE

 

1. Right here is what the ‘Ask Phrazor’ screen looks like, once you have uploaded your dataset on Phrazor and navigated to the ‘Ask Phrazor’ section (which takes all but 5 minutes).

We have already asked a simple question to the system from the question panel at the bottom - Change in Samsung’s Sales

2. Samsung recorded growth from January to February. So now we want to zone in on the reason why Samsung’s sales grew. 

Let’s enter a query in the search box

Just a rudimentary query of ‘Why did Samsung grow’ popped up a list of suggested questions for the user to select from

 

3. Two key points can be noted from the below screenshot: first, that ‘Ask Phrazor’ supports reasoning-based queries. Second, it also surfaces hidden insights in real-time under the header of ‘Related Insights’ 

 

Have a closer look at the response. We are sure you did not miss the language-based, no-code querying and the subsequent language-based response received, complete with hidden insights as mentioned above

 

4. Pin the Insight Card to the dashboard by clicking on the pin icon. Repeat the process for all desired answers, and you have created your own dashboard - via simple chatting!

HERE’S THE SURPRISE

 

As business circumstances evolve, and new data comes in, the pinned insights on your dashboard keep updating dynamically. ‘Ask Phrazor’ is truly a DYNAMIC conversational querying platform.

 

THE DOUBTS MAY STILL LINGER..

 

It is not easy to make the switch we are talking about. From having dashboards made by tech experts to creating them yourself is a bold move. Questions still linger on the mind.

Let us try to address them individually:

 

As a business user, will I be able to match the quality of reports created by the tech experts?

 

With Phrazor, you can, because we support a LOT of analysis types and visualizations. Have a look:

Under the umbrella of basic querying, there is an even larger coverage of analyses than shown above. With the right analysis support system, the entire interface being language-based, and Phrazor also supporting context-based questioning, you will probably create a more relevant dashboard by asking the right questions. 

Over time, you can create personalized dashboards via Ask Phrazor’s keyword recognition and formation capabilities. 

 

Much of my time will be consumed in creating these reports

 

In fact, you will save time. Your current time is currently ill-utilized having to constantly coordinate with tech teams/analysts, and even then the final result may not be what you wanted. 

Additionally, if you want some changes in your dashboard, or have an ad-hoc query, you can do so directly if you are the one in charge of dashboard creation and modification. No queuing up for days or weeks.

 

How should I utilize my data analysts then?

 

Analysts, too, can use Ask Phrazor for various purposes. Suppose multiple reports, or a single consolidated report is being prepared. Now, instead of basic overviews, your analysts can prepare detailed reports with in-depth answers for every metric. Advanced analysis options for dataset exploration are also available for them. 

 

THE DOUBTS MAY STILL LINGER

 

We understand that the switch to self-service analytics is complex. At least, it seems so. However, as they say, change is inevitable, and only those willing to match step with evolving technology will master it, and harness its power to shape the future of businesses and causes they are so passionate about.

Our team of solutions experts is ready to help you navigate the entire self-service analytics process step-by-step, and be with you before, during and after service deployment. Schedule a no-obligation consultation with us to understand how Phrazor and its exceptional conversational querying platform can help your organization get the best out of data and create dynamic dashboards quickly.


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Written By

Akanksha Ramchandani

Akanksha Ramchandani has worked in IT industry as Developer, Project Lead, Strategy Lead, and Solutions Consultant for over a decade. She understands the requirement and problems of the clients and delivers a tailor-made solution. Currently, she is looking to help fortune 500 companies in changing the way they look at data and automating their reporting by using vPhrase's AI product.

Akanksha Ramchandani has worked in IT industry as Developer, Project Lead, Strategy Lead, and Solutions Consultant for over a decade. She understands the requirement and problems of the clients and delivers a tailor-made solution. Currently, she is looking to help fortune 500 companies in changing the way they look at data and automating their reporting by using vPhrase's AI product.

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