Building Society Dashboard User Guide PDF
Preview Building Society Dashboard User Guide
Building 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. © 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. 2 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. © 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. 3 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. © 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. 4 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
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