Date post: | 18-Jan-2016 |
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Developing Personal, Actionable Dashboards
Session Description
How to develop dashboards that are personalized and relevant to daily work and promote seamless movement from
analysis to action
“Dashboards are the GUI to enterprise applications”- John Rome, ASU
Session Outline
Making dashboards that are
• Actionable– Taking action from the dashboard
• Personalized– Remember user settings and preferences
Session Outline
Making dashboards that are
• Actionable– Taking action from the dashboard
• Personalized– Remember user settings and preferences
Dashboards are Launch Pads
“As single-screen displays, dashboards do not always provide all the information needed to perform a job or to pursue a particular set of objectives. They can provide the initial overview…, but they need to be supplemented with additional information for more comprehensive understanding and response. Dashboards should almost always be designed for interaction.”
--Stephen Few (2006, Information Dashboard Design, O’Reilly)
Dashboards are Launch Pads
• Don’t put your speedometer in your house and the accelerator in the car
• User should not have to leave the point of decision to act upon the decision so that context is not lost
• Seamless transition from analysis to action
Actionable Objects
Actions can be initiated from Corda
• Corda Images – Graphs– Maps– Gauges– Shapes, etc.
• Tables
• Controls
Action Types and Targets
Drilldown actions canType Target
Update KPI, Page, Dashboard
Popup KPI, Page, URL
Go To Page, URL
Execute custom JavaScript
Action Context
Action Context
Context information
• System generated information about the Corda image or table row of the image that was clicked
• State of controls
• User specified variables
Demo Corda Tech Support Dashboard
Enterprise Application Actions
1. Obtain the URL that performs the desired action (research)
– Jira URL– Salesforce URL
2. Create the action– Copy URL that works– Replace the constant in the URL with a
variable
Demo
Session Outline
Making dashboards that are
• Actionable– Taking action from the dashboard
• Personalized– Remember user settings and preferences
Personalization of Dashboards
Benefits
• Content is more relevant
• Lower overhead, faster
• More enjoyable experience
Personalization of Dashboards
User Property Variables
• Store state at a dashboard level in a database
• Persist between user logins regardless of workstation
• Can be attached to controls or created in Server Script
• Prefixed with userprop.
Adding User Property Variables
1. Create a control (or change existing control)
2. Var Name userprop.var_name
Demo
Session Outline
Making dashboards that are
• Actionable– Taking action from the dashboard
• Personalized– Remember user settings and preferences
Q & A