Using Dashboards to Transform Application Data Visualization - MWLUG 2016

1. Using Dashboards to Transform
Application Data Visualization
Kathy Brown, PSC Group
Shean McManus, PSC Group

2. •Kathy Brown
•Senior Consultant, PSC Group
•IBM Champion
•Nerd Girl
•@IamKathyBrown
•www.runningnotes.net
•Shean McManus
•Senior Consultant, PSC Group
•IBM Champion
•@sheanpmcmanus
•www.spmcmanus.net
Who Are We?

3. •Edward Tufte example
•Tips
•A picture is worth a thousand words
•Charts can be useful or useless
•Work with the business process and stakeholders
•Statistics can be bent to our own purpose
•Know your audience
Data Visualization

4. Workflow Dashboards

5. • Traditional Methods of Accessing Data
– Scrolling through views or grids (Notes or otherwise)
– Categorized views
– Full-text Search / Find
– Custom views
– Email Links
Workflow Dashboard

6. • How to Make an Effective Dashboard
– Avoid Clutter
– Reduce clicks
– Implement customization
– Know what your users want need to see
Effective dashboards can transform a business process
Workflow Dashboard

7. • Designed for efficiency
– Access to actionable items at a glance
– Can pull from multiple sources
– Can reduce reliance on email as action triggers
– Can enhance with metrics, statistics and other information
Workflow Dashboard

8. • Features of My Demo
– Multiple mini-views (portlets) on one screen
– Row expansion
– Icon indicators
– Inline action buttons
– Metrics / Statistic boxes
– Customization (by role or user)
Workflow Dashboard

9. Demo

10. Multiple Portlets

11. Row Expansion

12. Icon Indicators

13. Inline Action Indicators

14. Statistics and Metric Boxes

15. Customization

16. •Tools Used
– Twitter Bootstrap
– Bootstrap compatible Theme
– jQuery
– Domino Server (DDS or REST)
– CSS
– SSJS
– Xpages Extension Library (for RPC calls)
Workflow Dashboard

17. •Possibilities
– Non-Domino data using REST
– Non-Domino front end using same design techniques
– Extend with features
•Drag and drop
•Tabbed Views
•Wire portlets together
•Limited only by imagination (design best practices still apply)
Workflow Dashboard

18. Manager Dashboards

19. • Traditional Methods of Accessing Data
– Scrolling through Notes views
– Categorized views
• In this demo, at least six different views
– Custom views
– Export to Excel or other tool for analysis
Manager Dashboard

20. • How to Make an Effective Dashboard
– Avoid Clutter
– Provide charts and graphs to quickly pinpoint problem areas
– Highlight overdue items and overloaded resources
– Charts and graphs from REST service and single underlying view
Manager Dashboard

21. • Manager Dashboards designed for efficiency
– Can pull from multiple sources
– Can display multiple perspectives on a single page
Manager Dashboard

22. Demo

25. •Tools Used
– Twitter Bootstrap
– Bootstrap compatible Theme
– jQuery
–Sencha Grids and Charts
– Domino Server (DDS or REST)
– CSS
– SSJS
Manager Dashboard

26. •Possibilities
– Non-Domino data using REST
– Non-Domino front end using same design techniques
– Extend with features
•Drill down or filter within charts
•Export charts
Manager Dashboard

27. •Dashboard Best Practices
Designing and Building Great Dashboards - 6 Golden Rules to
Successful Dashboard Design
https://www.geckoboard.com/blog/building-great-dashboards-6-golden-rules-to-successful-dashboard-
design/#.V6ZDAVUrJD8
Building Data Dashboards – Best Practices
https://www.geckoboard.com/learn/guides/data-dashboards-best-practices/#.V7R5Y9UrJD8
Edward Tufte
https://www.edwardtufte.com/tufte/
•Themes
Keene Themes: http://keenthemes.com/
Wrap Bootstrap: https://wrapbootstrap.com/tag/dashboard
Start Bootstrap: https://startbootstrap.com/template-categories/admin-dashboard/
Bootstrap: http://themes.getbootstrap.com/products/dashboard
Links and Resources

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