developing personal, actionable dashboards session description how to develop dashboards that are...

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