Beware of the Swiss Army Report

When my fiancé visited Switzerland to finish her MBA she brought me back a Swiss Army knife. This knife stays in my bag and I use it all the time to open amazon packages, quickly unscrew things or open bottles. While I love the versatility of such a tool, it doesn’t actually excel at any of these tasks. Assembling furniture is easier with a screwdriver and you’ll never see a bartender on a busy night opening bottles with a multitool.

The same can be said for building effective Business Intelligence (BI) charts. Many new report builders tend to jam a single chart full of information, especially when given a new BI tool to play with. “Look! This chart shows X, Y, Z and the colors show A, B, C!” And while that chart may show those all of these things, it doesn’t do them well.

A good chart will tell you a story and help guide business decisions. It will be clear and concise and the reader should be able to immediately gleam what the chart is showing you with a quick glance. The longer you look it should provide additional insights to the overall narrative but not provide unrelated or unnecessary information.

Tips for avoiding a Swiss Army Chart:

  1. Use the appropriate chart type for the data you are trying to show.
  2. Make your chart answer one business question at a time.
  3. Provide a thoughtful summary that includes the business question.
  4. Drill-downs should provide more specificity to the answer and help answer the overall question.
  5. Label the axes so the reader is immediately aware of what they are looking at.

Follow these tips to start building screwdrivers and bottle openers and keep the multi-tool in your bag!

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