2. Developing Personal, Actionable Dashboards

3. 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

4. Session Outline Making dashboards that are Actionable –Taking action from the dashboard Personalized –Remember user settings and preferences

5. Session Outline Making dashboards that are Actionable –Taking action from the dashboard Personalized –Remember user settings and preferences

6. 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)

7. 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

8. Actionable Objects Actions can be initiated from Corda Corda Images –Graphs –Maps –Gauges –Shapes, etc. Tables Controls

9. Action Types and Targets Drilldown actions can TypeTarget UpdateKPI, Page, Dashboard PopupKPI, Page, URL Go ToPage, URL Execute custom JavaScript

10. Action Context

11. Context information System generated information about the Corda image or table row of the image that was clicked State of controls User specified variables

12. Demo Corda Tech Support Dashboard

13. 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

14. Session Outline Making dashboards that are Actionable –Taking action from the dashboard Personalized –Remember user settings and preferences

15. Personalization of Dashboards Benefits Content is more relevant Lower overhead, faster More enjoyable experience

16. 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.

17. Adding User Property Variables 1.Create a control (or change existing control) 2.Var Name userprop.var_name Demo

18. Session Outline Making dashboards that are Actionable –Taking action from the dashboard Personalized –Remember user settings and preferences

19. Q & A