List driven data visualizations

List-Driven Data
Visualizations
A story of woe and triumph (mostly)

Me
 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

 James.Hammonds@us.sogeti.com
 @jameswh3
 http://www.slideshare.net/JamesHammonds

Background and Requirements
 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?

The Plan
 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 Content Types & Lists
Initiatives
PK

Name

Measures
PK

Focus Areas

ID

PK

ID

Graphic

Name

ID

Tag Line

Initiative

Name

Detail

Graphic

Target

Tag Line

Detail

Detail

Measure Category

Measure Categories

Show Value As
PK

ID

Value
Measure Name
Date

Focus Area
Status Indicator
Override

Chart Type

Status Indicator

Graphic

Result (calc)

Modal Dialogs for Measure Details

Creating the Main Grid
1. Create Aggregate Data Source

2. Configure Join Type

3. Add Data View to Page

4. Add Multiple Item View

5. Add Column

6. Add Joined Subview

7. Map Fields for Relationship

8. Repeat for All Levels Needed*

Bending the Grid to Your Will
 XML
 XSL
 HML
 CSS

Modal Dialog and Conditional Formatting
for KPI

JavaScript (jqPlot) to Build the Chart*

Some Lessons…
 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

List driven data visualizations

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List driven data visualizations