{"id":753,"date":"2026-02-27T13:51:48","date_gmt":"2026-02-27T13:51:48","guid":{"rendered":"https:\/\/ccfsc-cccs.ca\/cusm\/?page_id=753"},"modified":"2026-03-25T11:05:04","modified_gmt":"2026-03-25T15:05:04","slug":"dashboard-considerations","status":"publish","type":"page","link":"https:\/\/ccfsc-cccs.ca\/cusm\/dashboard-considerations\/","title":{"rendered":"Dashboard Considerations"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"753\" class=\"elementor elementor-753\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5b8bac7 e-flex e-con-boxed e-con e-parent\" data-id=\"5b8bac7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-6679e52 e-con-full e-flex e-con e-child\" data-id=\"6679e52\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5296156 elementor-widget elementor-widget-text-editor\" data-id=\"5296156\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Dashboards can be powerful tools for tracking progress, supporting collaborative decision\u2011making, and communicating results to leadership, partners, and communities. Choosing the right tool depends on a team\u2019s goals, data maturity, capacity, and budget. The considerations below can be used to guide decision-making.<\/p><p>This will be treated as a living resource that can evolve as the CCFSC team continues to expand our practice.&nbsp;The original focus was on shared lessons discussed within the&nbsp;<a href=\"https:\/\/ccfsc-cccs.ca\/cusm\/about\/\" target=\"_blank\" rel=\"noopener\" style=\"background-color: rgb(255, 255, 255);\">CUSM project<\/a>&#8216;s Community of Practice. Please feel free to&nbsp;<a href=\"https:\/\/ccfsc-cccs.ca\/cusm\/contact\/\" style=\"background-color: rgb(255, 255, 255);\">reach out<\/a>&nbsp;if you think there are core themes we\u2019ve missed or misrepresented.&nbsp;<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6a50b10 e-con-full e-flex e-con e-child\" data-id=\"6a50b10\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-04927b5 e-flex e-con-boxed e-con e-parent\" data-id=\"04927b5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9735bbb elementor-widget elementor-widget-text-editor\" data-id=\"9735bbb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Summary<\/h2><h4>Most widely used business intelligence tools<\/h4><ul><li><strong>Power BI<\/strong> \u2014 General\u2011purpose BI widely used in organizations already using Microsoft 365.<\/li><li><strong>Tableau<\/strong> \u2014 Industry-leading tool for complex visualizations and deep data exploration, requiring decent analytics expertise.<\/li><li><strong>ArcGIS Dashboards (Esri)<\/strong> \u2014 Purpose\u2011built for spatial storytelling; widely used in municipal, public safety, and community planning contexts.<\/li><\/ul><h4>Sector\u2011specific planning and performance tools<\/h4><ul><li><strong>Envisio<\/strong> \u2014 Designed for public sector strategic planning, KPIs, performance reporting, and council\/board dashboards.<\/li><\/ul><h4>Other tools sometimes used in government, nonprofits, or research<\/h4><ul><li><strong>Qlik Sense, Looker, IBM Cognos, Sisense<\/strong>, <strong>Domo<\/strong> \u2014 Appropriate when organizations have specialized needs (e.g., embedded dashboards, enterprise-scale data warehousing, or advanced analytics).<\/li><\/ul><h2>Key Differences Across Tools<\/h2><p>When comparing dashboard platforms, consider these questions:<\/p><ul><li><strong>Analytics capability<\/strong>: What level of analysis do you need: simple trend lines or predictive modelling?<\/li><li><strong>Customization of visuals<\/strong>: Do you need standard charts or highly polished, interactive designs?<\/li><li><strong>Data size and complexity<\/strong>: What is the scope of data sets?<\/li><li><strong>Integration with existing systems<\/strong>: What existing systems does your org use that might influence pricing or connectivity with chosen tools?<\/li><li><strong>AI features<\/strong>: Is it important to be able to leverage AI features (e.g., automated insights, natural language queries, forecasting)?<\/li><li><strong>Cost and licensing model<\/strong>: What\u2019s the budget and will this be considered per user or org-wide? What are your organizations\u2019 risk tolerance levels with changing license costs?<\/li><li><strong>Ease of use<\/strong>: Is it important that mostly non-technical staff can use the tools, or will mostly specialists be involved?<\/li><li><strong>Governance &amp; security<\/strong>: How do key policies or considerations around privacy, storage, access, etc. align with policies for the different tools?<\/li><\/ul><h2>When to Choose Each Tool<\/h2><h4>Power BI<\/h4><ul><li><strong>Microsoft ecosystem integration:<\/strong> Your organization already uses Microsoft 365 tools (Azure, Teams, SharePoint).<\/li><li><strong>Cost-effectiveness:<\/strong> You need strong BI capabilities with lower licensing costs.<\/li><li><strong>Self-service dashboards:<\/strong> You want staff to be able to build or update dashboards without specialist skills.<\/li><\/ul><p>Power BI fits most small\/medium CSWB teams because it balances cost, capability, and ease of adoption.<\/p><h4>Tableau<\/h4><ul><li><strong>Advanced visualization:<\/strong> You need highly polished, flexible, or interactive visual storytelling.<\/li><li><strong>Deep data exploration:<\/strong> Your team needs to explore trends, relationships, or geospatial patterns in detail.<\/li><li><strong>Technical capacity:<\/strong> You have data analysts or staff trained in advanced BI tools with steeper learning curves.<\/li><li><strong>Diverse data:<\/strong> You rely on many different data sources or require sophisticated blending.<\/li><\/ul><p>Tableau is often the best fit for data-rich organizations and evaluation teams that care about design quality.<\/p><h4>ArcGIS Dashboards<\/h4><ul><li><strong>Place<\/strong><strong>\u2011<\/strong><strong>based analysis:<\/strong> Your CSWB work relies on mapping neighbourhood conditions, community assets, environmental factors, or hotspot trends using location\u2011based indicators.<\/li><li><strong>Survey<\/strong><strong>\u2011<\/strong><strong>integrated workflows:<\/strong> You collect or manage geographically tagged data through tools like Survey123.<\/li><\/ul><p>ArcGIS Dashboards excel when place, environment, or spatial inequities are core to your project.<\/p><h4>Envisio<\/h4><ul><li><strong>Monitoring of strategic plans:<\/strong> You are monitoring CSWB plans, municipal strategies, KPIs, or performance measures.<\/li><li><strong>Project management:<\/strong> You need to track actions, timelines, owners, and progress across multiple initiatives.<\/li><li><strong>Structured reporting:<\/strong> Your primary need is organizational performance reporting\u2014not deep data analytics.<\/li><\/ul><h4>Other Tools<\/h4><p>Other tools (e.g., Qlik Sense, Looker, Looker Studio, Cognos, Sisense, IBM Cognos Analytics, SAP Analytics\/SAP BusinessObjects BI Suite, Domo) might be worth considering if:<\/p><ul><li>Your dashboarding strategy sits within a larger enterprise data strategy<\/li><li>You anticipate enterprise\u2011level scaling or extremely large datasets<\/li><li>You need embedded dashboards inside your own software or websites<\/li><li>You have specialized IT support or unique architecture requirements<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2773e98 elementor-widget elementor-widget-n-accordion\" data-id=\"2773e98\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;default_state&quot;:&quot;all_collapsed&quot;,&quot;max_items_expended&quot;:&quot;one&quot;,&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:400,&quot;sizes&quot;:[]}}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Open links with Enter or Space, close with Escape, and navigate with Arrow Keys\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-4130\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-4130\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> More details on other dashboard tools  <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-4130\" class=\"elementor-element elementor-element-9c57f33 e-con-full e-flex e-con e-child\" data-id=\"9c57f33\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5c1926a elementor-widget elementor-widget-text-editor\" data-id=\"5c1926a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong>Qlik Sense<\/strong> \u2014 Self\u2011service BI and data discovery with an associative in\u2011memory engine, allowing flexible ad\u2011hoc exploration and slicing\/dicing of large datasets.<\/li><li><strong>Looker<\/strong> \u2014 Cloud\u2011native enterprise BI with a unified semantic layer, strong data governance, and tight integration with Google Cloud and BigQuery.<\/li><li><strong>Looker Studio<\/strong> \u2014 Free, lightweight dashboard tool useful for public reporting and simple visualizations, especially if using Google services.<\/li><li><strong>Sisense<\/strong> \u2014 Strong for embedded analytics, custom applications, and large\u2011scale BI deployments requiring integrated dashboards inside portals or internal systems.<\/li><li><strong>IBM Cognos Analytics<\/strong> \u2014 Enterprise\u2011grade BI and reporting designed for robust governance, scalable reporting, and historical\/complex enterprise reporting needs.<\/li><li><strong>SAP Analytics Cloud \/ SAP BusinessObjects BI Suite<\/strong> \u2014 Used by organizations already operating within the SAP ecosystem; strong for planning, enterprise reporting, and data governance.<\/li><li><strong>Domo<\/strong> \u2014 Cloud\u2011based BI with strong collaboration features, real\u2011time data ingestion, and broad connector options, useful for teams needing rapid dashboard deployment.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0b9f243 elementor-widget elementor-widget-text-editor\" data-id=\"0b9f243\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Questions to Help Dashboard Selection<\/h2><h4>If your organization has used dashboards before<\/h4><ul><li>Which software did you use, and why was it selected?<\/li><li>What were the strengths and limitations?<\/li><li>How easy or difficult was it to update or maintain?<\/li><li>What worked well for communicating results? What created challenges (e.g., data quality, capacity, licensing)?<\/li><\/ul><h4>If your organization <em>has not<\/em> used dashboards before<\/h4><ul><li>What decisions do we want dashboards to support?<\/li><li>Who are the primary users (internal staff, leadership, council, public)?<\/li><li>Do we have reliable data sources? If not, what\u2019s needed to get there?<\/li><li>How will dashboards align with our CSWB goals, indicators, and reporting needs?<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Dashboards can be powerful tools for tracking progress, supporting collaborative decision\u2011making, and communicating results to leadership, partners, and communities. Choosing the right tool depends on a team\u2019s goals, data maturity, capacity, and budget. The considerations below can be used to guide decision-making. This will be treated as a living resource that can evolve as the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":10,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-753","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/ccfsc-cccs.ca\/cusm\/wp-json\/wp\/v2\/pages\/753","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ccfsc-cccs.ca\/cusm\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/ccfsc-cccs.ca\/cusm\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/ccfsc-cccs.ca\/cusm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ccfsc-cccs.ca\/cusm\/wp-json\/wp\/v2\/comments?post=753"}],"version-history":[{"count":13,"href":"https:\/\/ccfsc-cccs.ca\/cusm\/wp-json\/wp\/v2\/pages\/753\/revisions"}],"predecessor-version":[{"id":1418,"href":"https:\/\/ccfsc-cccs.ca\/cusm\/wp-json\/wp\/v2\/pages\/753\/revisions\/1418"}],"wp:attachment":[{"href":"https:\/\/ccfsc-cccs.ca\/cusm\/wp-json\/wp\/v2\/media?parent=753"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}