Table Of ContentBuilding society
dashboard
User guide
Version 2.0
December 2016
Welcome
Welcome to the second release of the KPMG Building Society Dashboard; a new online interactive tool that
visualises the data from the KPMG Building Society Database.
This document contains all essential information for users to get started with the KPMG Building Society Dashboard.
It consists of two parts:
1. Dashboard User Guide
Contains instructions and tips on how to navigate through the dashboard and use its features, such as
applying filters, analysing graphs and viewing the underlying data.
2. KPI Definitions
Contains definitions for the KPIs contained in the Dashboard.
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Document Classification: KPMG Public
Dashboard contents
Welcome page Dashboard overview Peer Group Table KPI Tables
This page includes This page includes the This page includes the Peer These pages include
instructions how to navigate Dashboard contents, Group Table for 2016 and visuals showing KPI
through the Dashboard showing the ten different information about our data Dashboard data.
analysis views available. sources.
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Document Classification: KPMG Public
Dashboard features
Filters
Dashboard page
title Filter the data you view
by clicking on the
Name of the active options available.
dashboard page
that you are viewing To clear filters, click on
the options you have
selected so that all
options are white
Note: Power BI does not
currently contain a
‘Clear all’ filter option.
Link to the
Microsoft Power BI
website
Click on ‘Microsoft
Power BI’ to go on
the Microsoft Power
BI website and see
more details on the
tool. Full screen mode
Page navigation Click the double-ended
arrow in the grey toolbar
Navigate through the Dashboard pages using the arrows on the bottom tool bar or by and then press F11.
clicking in the middle of both arrows to view the list of pages.
Click on the page name to jump to a specific page.
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Document Classification: KPMG Public
Dashboard user guide summary
Navigate through the Dashboard pages using the arrows on the bottom tool bar or by
clicking in the middle of both arrows to view the list of pages.
Click on the page name to jump to a specific page.
Filter the data you view by clicking on the options available.
To clear filters, click on the options you have selected so that all options are white.
Note: Power BI does not currently contain a ‘Clear all’ filter option.
View underlying data by hovering over data points to see the full details.
Right click on the data point to ‘See data’ and data table will show.
Interact with graphs and watch as the rest of the visuals on the page update to show
only data linked to what you have selected.
© 2016 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved. 5
Document Classification: KPMG Public
Dashboard user guide summary (cont.)
Focus on the individual visuals by clicking on ‘Focus mode’ to view full screen
Click ‘Back to Report’ to go back to the Dashboard
Build your own Dashboard using the ‘Comparison tool’ by:
— Clicking on the years (‘Select All’ for 2010 – 2016)
— Clicking on the Societies to include in graphs. You can filter the list of Societies using
the ‘Filter by Peer Group’
To remove all Society filters, click twice on the ‘Select All’ box within the list of Societies
© 2016 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved. 6
Document Classification: KPMG Public
Page navigation
Navigate through the Dashboard pages using
the arrows on the bottom tool bar.
Click in the middle of both arrows to view the
list of pages.
Click on the page name to jump to a specific
page.
Do not click on the browser back button to
navigate through the pages, all interaction
with the Dashboard should take place within
the Dashboard itself.
© 2016 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved. 7
Document Classification: KPMG Public
Filtering
Filter the data you view by clicking on the options available.
Click on the options available to filter the data: Graphs will update automatically to show
- By Peer Group current selection of data:
Boxes highlighted in black show the active filters. You can
apply multiple filters at the same time to view more data.
- By Year
To clear filters, click on the options you have selected so that all options are white.
Note: Power BI does not currently contain a ‘Clear all’ filter option.
© 2016 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved. 8
Document Classification: KPMG Public
Comparison tool
Each of the KPI Analysis views contains a Comparison tool Select All
to allow you to build your own Dashboard by selecting which Click on ‘Select All’ to
view data for 2010-
Societies to include in your view.
2016.
Select comparison
years
Build your own Dashboard using the Comparison tool by: Click on the years to
filter data.
— Clicking on the years (‘Select All’ for 2010 – 2016)
— Clicking on the Societies to include in graphs. You can filter
the list of Societies using the ‘Filter by Peer Group’ Filter by Peer Group
Filter the list of
Societies using ‘Filter by
Peer Group’.
To remove all Society filters, click twice on the ‘Select All’
box within the list of Societies.
Select societies to
compare
Click on the Societies to
include in graphs.
© 2016 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved. 9
Document Classification: KPMG Public
View underlying data
Hover over data points to Right click to ‘See data’ and data table appears.
see the details of the
underlying data.
© 2016 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved. 10
Document Classification: KPMG Public
