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Creating Dashboards to Enhance the User Experience
User Group Meeting October 8, 2014 Jim Adinolfi
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Outline Introduction Navigation and UI Reporting Dashboards
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Why Gadgets and Dashboards?
User Experience and Adoption (Navigation) Creative usage enhances the user experience Further customize system appearance Familiar, icon-based gadgets flatten the learning curve Data Visualization (Reporting) Create high-level, dynamic view into KPIs Highlight frequently run queries Present data in easy-to-read graphs Touch upon ordering and color coding link to signify importance Bringing queries to the forefront by placing them on dashboards
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Outline Introduction Navigation and UI Reporting Dashboards
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Reinventing System Navigation
1) v4 introduced the ability to customize this. Limited to SuperTypeEntityTypeFunction within an Application
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Reinventing System Navigation
Gadgets afford the ability to bring Function or EntityType to the forefront. Can also intersperse functions from different EntityTypes SEGUE: These are just two of the ways gadgets can be utilized…
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Example Navigation Gadgets
Point is- whatever is important to your users comes to the forefront. You can bring “buried” links up (Queues), external links, etc. Can create links to other dashboards to create a hierarchical view. Again, can color coordinate.
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How To: Navigation <div id="content" class="appTile" style="border:solid 2px black; border-radius: 8px; overflow:hidden; background-color:#6BBFBD; width:190px; height:90px;text-align:left;padding-left: 10px; padding-top: 16px"> <p><b><a href="${servletUrl}?cmd=get&entityType=CORE%20DASHBOARD&entityId= "> <img style="float:right; margin-right:0px; padding-right:11px;" src=" width="45%" height="45%" alt=“Inv" padding-right: "10px" border="20"> <br><span style="font-size: 17px; font-family: verdana,sans-serif">Inventory</span></a></b> </p> </a></div> <div style="clear:both;"></div> Standard HTML (resources online). Go through key points to change
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How To: Navigation <div id="content" class="appTile" style="border:solid 2px black; border-radius: 8px; overflow:hidden; background-color:#6BBFBD; width:190px; height:90px;text-align:left;padding-left: 10px; padding-top: 16px"> <p><b><a href="${servletUrl}?cmd=get&entityType=CORE%20DASHBOARD&entityId= "> <img style="float:right; margin-right:0px; padding-right:11px;" src=" width="45%" height="45%" alt=“Inv" padding-right: "10px" border="20"> <br><span style="font-size: 17px; font-family: verdana,sans-serif">Inventory</span></a></b> </p> </a></div> <div style="clear:both;"></div> Standard HTML (resources online). Go through key points to change
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Reworking Queries
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Reworking Queries
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How To: Query Gadget <div id="content" class="appTile" style="border:solid 2px black; border-radius: 8px; overflow:hidden; background-color:#99B2DD;height:190px;width:190px;text-align:left;padding-left: 7px; padding-top: 5px"> <form action="${servletUrl}" method="post"> <input type="hidden" name="entityType" value="PATIENT"> <input type="hidden" name="queryDestination" value="listReport"> <input type="hidden" name="cmd" value="query"> <span style="font-size: 12px; font-family: verdana,sans-serif; color: white"> <u>Search Patients</u> <br> Accession Number: <p><input type="text" name="ci_patient_accessionno"><br></p> <br><p> Gender: <select name="ci_patient_gender"> <option value="">Any</option> <option value="Male">Male</option> <option value="Female">Female</option> <select><br></p> <br> Consented: Yes<input type="radio" value="Yes" name="ci_patient_consent">No<input type="radio" value="No" name="ci_patient_consent"><br></p> <br><input type="reset"> <input type="submit" name="Submit"> </form> </div> 1) Tell the story of the Patient Sample Gadget
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Hands-On: Navigation Try It Yourself If You Finish Early…
Navigate to Gadget GDT64 and copy it In a new tab, navigate to create a new Raw Material sample page to find URL command Edit your gadget’s URL to link to the above page and update Text Display (Hint: Add a gadget name) Test your gadget If You Finish Early… Experiment with the functionality of other cmds getall (List All pages) query-form (Query pages) list-functions (List Functions pages) Try It Yourself Navigate to Gadget GDT65 and copy it Change Material Type to Material Function as a search criteria (see Main Admin Panel) Test your gadget (Search for ‘Thickener’) If You Finish Early… Add search criteria for another attribute Remember to increase the height of the gadget!
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Hands-On: Test Gadget Hints
Copy Gadget 64 so HTML content is in your new gadget Find URL of page you want to gadget to link to Change URL and Display Name
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Hands-On: Search Gadget Hints
Copy Gadget 65 so HTML content is in your new gadget Review available attributes to search on for Raw Materials in Details page Edit gadget to change attribute from Material Type to Material Function
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Outline Introduction Navigation and UI Reporting Dashboards
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Reporting Gadgets Many different types all generated by ZingCharts
Report data, metrics, etc.
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Pre-Requisites Save as Report Query
Save query criteria and report format Differences between Live and Scheduled reports
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How To: SmartGrid Gadget
var gridConfig = new Object(); var dataset = gadgetConfig.dataset; var divIdToRenderTo = gadgetConfig.myDiv.id; gridConfig.title = 'Target A Samples'; ExtGridUtil.loadGrid(gridConfig, dataset, divIdToRenderTo);
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How To: Zing Gadget Report – DataSet Gadget "fields": [ {
"createGridColumn": false, "fieldType": "NUMERIC_DATA", "columnWidth": 100, "fieldLabel": “H Bond Donors", "barcodeFieldKey": "barcode", "fieldKey": “H_DONORS_3" }, "fieldType": "ENTITY_NAME", "fieldLabel": "name", "fieldKey": "name" } … var chartConfig = new Object(); chartConfig.chartType = 'bar'; var dataSeries = new Object(); dataSeries.fieldKey = 'H_DONORS_3'; chartConfig.dataSeries = dataSeries; chartConfig.title= '# of H Bond Donors'; chartConfig.xAxisTitle= '# of H Bond Donors'; chartConfig.yAxisTitle= '# of Molecules'; chartConfig.numBins = 5; var chart = ZingUtil.loadChart(chartConfig, gadgetConfig.dataset, gadgetConfig.myDiv.id);
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Outline Introduction Navigation and UI Reporting Dashboards
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Dashboards Discuss ideas (combinations of links and reports, what the end user wants to see). SEGUE: Screen real estate
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Dashboard Layout Mobile Dashboard Widths Gadget Width (1)
Gadget Height (1) Dashboard Height (2) Relationship between dashboard and gadget widths Dashboard Width (5) Mobile Dashboard Widths Tablet (landscape) – 8 Phone (portrait) – 2
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Dashboard Gadget Order
Dashboards fill left to right, top to bottom
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How To: Dashboards Application
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Hands-On: SmartGrid Gadget
Try It Yourself Navigate to Gadget GDT66 Change Title Change Report Association to “Search All Polymers” (Barcode LRPT3) Test your gadget
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Hands-On: Dashboards Try It Yourself If You Finish Early…
Navigate to Dashboard AAQ5 (Quality Control Dashboard) Add the Gadgets you created in previous exercises Change Display Title Test your Dashboard If You Finish Early… Modify the layout of the dashboard
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Hands-On: Smart Grid Gadget Hints
Copy Gadget 66 so javascript content is in your new gadget Modify Title Associate report to add report content
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Hands-On: Dashboard Hints
Use Quick Find to find Dashboard page Click on Edit Dashboard hyperlink Select gadgets and add order
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Looking Forward (v5.0) User Experience and Adoption (Navigation)
Creative usage enhances the user experience. Further customize system appearance. Familiar, icon-based gadgets flatten the learning curve. Data Visualization (Reporting) Create high-level, dynamic view into KPIs. Highlight frequently run queries Present data in easy-to-read graphs
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Summary When used creatively, gadgets unlock the freedom to customize system visualization and enhance the user experience Reporting gadgets afford high-level, easy to read views into key data User Experience and Adoption (Navigation) Creative usage enhances the user experience. Further customize system appearance. Familiar, icon-based gadgets flatten the learning curve. Data Visualization (Reporting) Create high-level, dynamic view into KPIs. Highlight frequently run queries Present data in easy-to-read graphs
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Backup/Extra Slides
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References HTML Reference Color Selection http://www.w3schools.com/
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