List driven data visualizations
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Transcript of List driven data visualizations
A story of woe and triumph (mostly)
List-Driven Data Visualizations
Personal Husband, Father of two Rock Climber Part of @g8wayaustin
Professional 13 Years in IT Desktop->Network->Mobile->SharePoint/BI MCTS Six Sigma Yellow Belt
Contact [email protected] @jameswh3 http://www.slideshare.net/JamesHammonds
Me
Current State: Metrics Managed by Spreadsheet Categorized by Initiative Sub-categorized by Focus Area Measures over time
Desired State: Move to SharePoint Make it “pretty” Make it “simple” No back-end integration SharePoint 2010—no SharePoint Enterprise Can we get that in two weeks?
Background and Requirements
Use Lists and Content Types to Drive Content Lookups to relate content (ERD to come)
Use Conditional Formatting for Performance Indicators Use jqPlot for charting Find someone who’s good with graphics Lay off the sleep
The Plan
The Content Types & ListsInitiatives
Focus Areas
Measure Categories
Measures
IDPK
Name
Graphic
Detail
IDPK
Name
Graphic
Detail
Initiative
IDPK
Measure Name
Focus Area
IDPK
Name
Measure Category
Target
Show Value As
Value
Graphic
Tag Line
Chart Type
Tag Line
Date
Status Indicator Override
Result (calc)
Detail
Status Indicator
Home Page Grid
Initiative Page
Modal Dialogs for Measure Details
Initiative Form
Focus Area Form
Measure Category Form
New Measure Form
2. Configure Join Type1. Create Aggregate Data Source
Creating the Main Grid
4. Add Multiple Item View3. Add Data View to Page
Creating the Main Grid
6. Add Joined Subview5. Add Column
Creating the Main Grid
8. Repeat for All Levels Needed*7. Map Fields for Relationship
Creating the Main Grid
* Be sure to filter if you wish to only show most recent Measures
XML XSL HML CSS
Bending the Grid to Your Will
Modal Dialog and Conditional Formatting for KPI
JavaScript (jqPlot) to Build the Chart*
* Along with XML, XLS, HTML, CSS, and a Dubble or two…
Think long an hard about field and content type names—changing them is PAINFUL once you’ve built grids
Insist on keeping content above the fold Limit length of content input by users Make transition between focus areas more intuitive—
mouse-over is not obvious
Some Lessons…