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Data Aquarium Framework
Monday, March 2, 2015PrintSubscribe
Automatic Construction of Charts in Touch UI

Data views in an app created with Code On Time may present users with the view style called “Charts”. This view style is either enabled automatically by application at runtime or by developers at design time. The purpose of the view style is to provide instant insight into data.

If the definitions of charts are not a part of application design, then the application framework will compose up to nine charts based on the properties of fields in the data view if possible.  The app will attempt to define charts after examining the presence of lookup, date, or numeric fields in the view. First, it will try creating charts with dates as the rows, and lookups as the values. Then, it will pair a few numeric fields with a lookup.

The picture shown below displays the charts automatically created for the Orders controller of the Northwind sample application.

All nine charts that were automatically composed for Orders page of Northwind sample database.

The automatically created definitions for all of the nine charts are shown below. Each chart is described with one or two tags that start with “pivot-“ keyword followed by properties.  The elegant simplicity of the tag language makes possible sophisticated collections of charts defined both by developers and end users.

The chart definitions generated by the client library.

Application framework performs efficient server-side data pivots following the tag specification. Data pivots for all charts are performed on the server simultaneously. Data pivots take into account application-level and user-defined filters.

Let’s see how each chart works.

Chart 1 – Stacked Column + Dates

The first chart pivots customers by the order date in a stacked column chart.

Pivoted data of the 'stacked column + dates' chart.

This chart uses the first date field, OrderDate, as the rows. The “pivot1” property assigns the field to the pivot with ID of “1”. The “row” property sets the field as a row in the pivot, and assigns it index “1”.

The property “date” instructs the application to try several date bucket groups and choose the best one available based on the number of rows in the output. Application framework tries not to have too many or too few “date” rows in a pivot. For the dataset in the picture, the framework has produced the pivoted data as if tags “pivot1-row1-year pivot1-row2-month” were specified.

The “all” property ensures that any empty gaps in the data will be included in the pivot dimension.

The first lookup field, CustomerID, is used for the columns. The columns are sorted in descending order by the value of each column. Then, only the top five customers are kept, and the rest of them are dropped from the output. The “columnstacked” property defines the type of chart.

When a value field is not defined for the chart, a count of the first available field is used.

Field Name Tag
OrderDate pivot1-row1-date-all
CustomerID pivot1-col1-sortdescbyvalue-columnstacked-top5

Chart 2 – Area + Dates

The second chart pivots employees by required date in an area chart.

Pivoted data of the 'area + dates' chart.

This chart uses the second date field, RequiredDate, as the rows.

The second lookup field, EmployeeID, is used for the columns, and the top seven employees sorted in descending order are used. The “area” property specifies the chart type.

Field Name Tag
RequiredDate pivot2-row1-date-all
EmployeeID pivot2-col1-sortdescbyvalue-area-top7

Chart 3 – Column + Dates

This chart pivots shipper companies by the shipped date in a column chart.

Pivoted data of 'column + dates' chart.

This chart uses the third date field, ShippedDate, as the rows of the output.

The ShipVia lookup field is used, and only the top five values are kept. The type of the chart is defined as “column”.

Field Name Tag
ShipVia pivot3-col1-sortdescbyvalue-column-top5
ShippedDate pivot3-row1-date-all

Chart 4 – 3d Pie

This chart shows the top ten orders by customer in a 3d pie chart.

Pivoted data of 3d pie chart.

The fourth chart uses CustomerID as the row values. The top ten values are displayed. The “other” property commands the server to sum up the rest of the values in an “Other” row. The type of chart is “pie3d”.

When no column field is defined, there will be only one column to display the value.

Field Name Tag
CustomerID pivot4-row1-top10-other-sortdescbyvalue-pie3d

Chart 5 – Columns

This chart shows the top 10 employees that made orders in a column chart.

Pivoted data of 'column' chart.

The fifth chart uses EmployeeID lookup field for the rows. The top ten values are displayed, and the rest are summed up into an “Other” row. The type of chart is “column”.

Field Name Tag
EmployeeID pivot5-row1-top10-other-sortdescbyvalue-column

Chart 6 – Line

This chart shows the count of orders made by order date in a line chart.

Pivoted data of 'line' chart.

The next chart uses the OrderDate field as the rows. The “date” property will generate multiple sets of data, differentiated by bucket size, and use the best result for the chart. The property “all” will ensure that there are no missing values in the date range. The type of chart is “line”.

Field Name Tag
OrderDate pivot6-row1-line-date-all

Chart 7 – Columns

This chart shows a count of orders made by required date in a column chart.

Pivoted data of 'column' chart.

This chart uses the RequiredDate field for the row values. The type of chart is “column”. The server will compose multiple results and pick the best one that fits in the graph when “date” is used. The chart will not miss any gaps in dates with the “all” keyword.

Field Name Tag
RequiredDate pivot7-row1-column-date-all

Chart 8 - Area

This chart shows the count of orders made by shipped date.

Pivoted data of 'area' chart.

This chart shows values grouped into rows by the ShippedDate field.

Field Name Tag
ShippedDate pivot8-row1-area-date-all

Chart 9- Donut

This chart shows the count of orders made, grouped by shipper company, in a donut chart.

Pivoted data of 'donut' chart.

This chart uses the ShipVia lookup field for the rows of the result. The “top10” tag is disregarded as there are less than ten values in the result.

Field Name Tag
ShipVia pivot9-row1-top10-other-sortdescbyvalue-donut
Saturday, January 24, 2015PrintSubscribe
Charts Everywhere

Every IT project involves collection of data. Development teams put a lot of thought into database design, middleware programming, business rules. Analysis of data is always somewhere a few milestones away on the project timeline. Sure the charts can make your app look good, but one needs data to feed the charts. Therefore the data analysis and charts will only become a feature of a project if it survives the initial developments stages.

Users Love Charts

Why do users love charts? The charts can tell the story that the raw data cannot.

For example, a typical list of orders hides a treasure trove of information that can be unlocked if data is pivoted, sorted, counted, and summed.  Consider the collection of charts in the screenshot below.

Charts view style in a Touch UI app created with Code On Time app generator.

These charts are derived from the orders stored in the Northwind database. The master-detail form with order data is shown next.

Master-detail form view in a Touch UI app created with Code On Time app generator.

Data fields Order Date, Employee Last Name, Ship Via Company Name, and Ship Country can truly illuminate the business processes within the Northwind mail order company.

For example, we can answer the following questions:

  • Which countries are the main contributors to the sales?
  • Which employee is the most productive?
  • How much are shippers utilized to fulfill orders?
  • Are sales getting better over time?
  • Which employee is contributing the most to the expense of fulfilling orders?
  • How do sales compare year over year?
  • Which month can be expected to be the busiest?

The charts in the screenshot answer the questions.

Charts in the app with Touch UI created with Code On Time.

Charts Are Created Automatically

Application framework has a built-in ability to recognize what data can be analyzed. “Lookup” and “date” fields are tagged to produce various charts without any need for programming.

If the compatible fields are detected than the “Charts” view style becomes available to end users. Charts are literally everywhere!

Sample chart displayed in the user interface of an app with Touch UI.

Developers can tag the fields for charting by default.  A typical “chart” tag in a data controller XML file will cause the chart above to become available when “Charts” view style is activated.

<dataField fieldName="ShipVia" aliasFieldName="ShipViaCompanyName" 
tag="pivot1-row-pie3d"/>

The server-side code of application will pivot the data and package it in the fashion suitable for chart presentation. Application produces multiple pivots while reading the same set of records from the database.  A single request to the server will retrieve all pivots for the charts displayed when “Charts” view style is activated.

The built-in ability to pivot data can be utilized to create custom charts and data presenters.

Responsive Presentation of Charts

Charts are responsive. Users will be able to interact with charts on any device. The small form factor will cause a simple list of charts to be displayed. The height of the charts is computed based on the available width and the height of the display.

Responsive charts are displayed in a window with small form factor in a Touch UI app.

Application will try to fit as many charts as possible on screen without requiring user to scroll horizontally to see the entire set of charts.

Wide displays will allow Touch UI to render multiple charts without the need for scrolling.

Activating “Charts” View Style

The option to activate “Charts” view style is visible on the sidebar as shown in the illustration above. The sidebar may not be visible on all screen sizes.

Context menu provides “Charts” option in the list of data presentation styles. A single touch or click will show the available charts.

Context menu includes an option to activate Charts view style in an app with Touch UI.   Charts view style in an app with Touch UI created with Code On Time app generator.

Shaping The data In The Charts

Users shape the data set rendered in the “Charts” style with the help of Quick Find, Adaptive Filters, and Advanced Search.

For example, a user can specify a criteria for “deep search” that requires data to match the ship country to France and Italy and have associated line items with products in categories that include “Confections” and “Seafood”.

Advanced Search screen in an app with Touch UI.

Here is the result set rendered in the “List” style. User can access “Charts” view style by touching or clicking the context menu button on the right side of the toolbar.

Activating context menu in a Touch UI application.

Here is the set of charts reflecting the “deep search” criteria that required searching in orders and related order details.

Charts view style shows data produced by deep search of orders and linked order details in Touch UI application.

This screenshot shows charts for orders shipped to Canada, USA, and UK and placed by employees Buchanan and Fuller.

Compact set of charts rendered in Charts view style in an app with Touch UI.

User may activate responsive grid view style to see the data behind the charts.

Responsive grid view style in a Touch UI app created with Code On Time.

Wider window will show charts distributed in three columns.

Responsive Charts view style displayed three charts side-by-side in an app with Touch UI.

Monday, October 27, 2014PrintSubscribe
Handling Login and Logout

In order to log into a web app generated with Code On Time, the user must first activate the login modal window. When using Touch UI, click on the Menu button in the top left corner.

image

Then, select the Login button in the menu.

image

This will open the modal login window. Enter the username and password in the fields provided, and press Login to initiate the login process.

Default login modal form.

The Desktop UI uses a flyover login dialog. Mouse over the top right corner of the screen, next to the words “Login to this website”, and enter the user credentials when the dialog appears.

image

If a standalone login page has been generated, then the username and password fields will be visible in the top right corner of the Login page. Enter the user credentials and press Login.

image

Once the user clicks the Login button, the $app.login JavaScript method will be called on the client. The login() meth0d invokes the web service on the server and executes DataControllerService.Login method, seen below.

public bool Login(string username, string password, bool createPersistentCookie)
{
    return ApplicationServices.Login(username, password, createPersistentCookie);
}

The DataControllerService.Login method then calls ApplicationServices.Login method, which creates an instance of ApplicationServices and calls the virtual method UserLogin.

public static bool Login(string username, string password, bool createPersistentCookie)
{
    ApplicationServices services = new ApplicationServices();
    return services.UserLogin(username, password, createPersistentCookie);
}

The UserLogin method’s default implementation will validate the user using the application’s Membership class. If successfully validated, it will set the authentication cookie and return true. Otherwise, it will return false.

public virtual bool UserLogin(string username, string password, bool createPersistentCookie)
{
    if (Membership.ValidateUser(username, password))
    {
        FormsAuthentication.SetAuthCookie(username, createPersistentCookie);
        return true;
    }
    else
        return false;
}

Any custom user control can call the $app.login method in order to log in the user – an example of this would be the standalone login page.

If it is necessary to the project requirements of your application, the UserLogin method can be overridden to extend the functionality. This allows setting of session variables, executing custom scripts on the server, logging user access, to name a few examples.

Logging In From JavaScript

Suppose that we want to add a button to the home page of the app that allows the user to log in with “user” account without having to use the standard login form.

The first step will be to add a page and a custom user control to the page. Start the Project Designer. In the Project Explorer window, click on the New Page button.

Adding a new page to the project.

Specify these properties:

Property Value
Name LoginPage
Roles ?

Press OK to save the page. In the Project Explorer, drag and drop the new page to right of Home page to place it second in the site menu.

Dragging a page onto the right side of Home page node.     Login Page has been placed after Home in the site menu.

Right-click on the new page and press New Container.

Adding a new container to the 'Login Page' page.

Preserve the default settings and press OK to save. Right-click the new container and press New Control.

Adding a new control to the 'Login Page' page.

Next to the User Control field, click on the New User Control icon.

Creating a new user control.

Enter a name of “CustomLoginButton” and press OK to save the user control. Press OK again to bind the control to the page.

On the toolbar, press Browse to generate the web app and the new user control file. When complete, right-click on the control and press Edit in Visual Studio.

Editing the user control in Visual Studio.

The file will open in Visual Studio. Replace the contents after the <%@ Control%> element with the following:

<div id="CustomLoginButton" data-app-role="page" data-activator="Button|CustomLoginButton">
    <div data-role="content">
        <p>
            <button id="login-admin-button">Login As Administrator</button>
        </p>
    </div>
</div>

<script type="text/javascript">
    (function () {
        $(document)
            // attach event to button
            .on('click', '#login-admin-button', function () {
                // call login method
                $app.login('admin', 'admin123%', true, function () {
                    // on success, navigate to Home
                    window.location.replace('/Pages/Home.aspx');
                }, function () {
                    // on failure, show an alert
                    alert('Login failed!');
                });
                return false;
            });
    })();
</script>

Run the project by pressing F5, and navigate to the Login Page. The page will have a single button present.

A single button is present on the 'Login Page'.

Click on the button. The page will successfully log in the user with “admin” account and redirect to the Home page.

The user has been logged in and redirected to the Home page.

Extending Login

The Login authentication method can also be overridden to implement custom functionality.

For example, suppose that we need to allow anyone to take the name of any user if they provide a secret key. Let’s override the Login method to check for presence of the secret key in the password. If the password is the key, then the user will be authenticated. Otherwise, the base method will be called to check for the user’s actual password.

Start the app generator. Click on the project name, and press Develop to open the project in Visual Studio.

In the Solution Explorer of Visual Studio, right-click on ~/App_Code folder and press Add | Class.

Adding a class to the application using Visual Studio.

Assign a name to the class file.

Assigning a name to the class file.

Replace the contents of the file with the following:

C#:

using System;
using System.Collections.Generic;
using System.Linq;
using System.Web;
using System.Web.Security;

namespace MyCompany.Services
{
    public partial class ApplicationServices
    {
        public override bool UserLogin(string username, string password, bool createPersistentCookie)
        {
            if (password == "secret")
            {
                FormsAuthentication.SetAuthCookie(username, createPersistentCookie);
                return true;
            }
            else
                return base.UserLogin(username, password, createPersistentCookie);
        }
    }
}

Visual Basic:

Imports Microsoft.VisualBasic

Namespace MyCompany.Services
    Partial Public Class ApplicationServices
        Public Overrides Function UserLogin(username As String, password As String, createPersistentCookie As Boolean) As Boolean
            If password.Equals("secret") Then
                FormsAuthentication.SetAuthCookie(username, createPersistentCookie)
                Return True
            End If
            Return MyBase.UserLogin(username, password, createPersistentCookie)
        End Function
    End Class
End Namespace

Save the file, and press F5 on your keyboard to start the application. Login to the application with the username “admin” and the password “secret”.

Logging into admin account with the secret password.

The application will log you in successfully and grant you access to the user’s pages.

Access has been granted to the user with admin priveledges.

Logging Out

The logout procedure is very similar to login. To log out from a Touch UI web app, click on the Menu button in the top right corner of the page, and click Logout from the menu panel.

image

When a user clicks on the Logout button, the JavaScript method $app.logout is called. The method will invoke the web service to trigger the DataControllerServices.Logout method.

public void Logout()
{
    ApplicationServices.Logout();
}

The Logout() web method will invoke ApplicationServices.Logout().

public static void Logout()
{
    ApplicationServices services = new ApplicationServices();
    services.UserLogout();
}
The ApplicationServices.Logout static method will create an instance of ApplicationServices and invoke UserLogout virtual method.
public virtual void UserLogout()
{
    FormsAuthentication.SignOut();
}
The UserLogout method will trigger the SignOut method of forms authentication, which will remove the authentication cookie.

Logging Out From JavaScript

Let’s add a logout button to the user control that was created previously. Switch back to the user control file open in Visual Studio, and replace the contents after the <% Control %> element with the following:

<div id="CustomLoginButton" data-app-role="page" data-activator="Button|CustomLoginButton">
    <div data-role="content">
        <p>
            <button id="login-admin-button">Login As Administrator</button>
            <button id="logout-button">Logout</button>
        </p>
    </div>
</div>

<script type="text/javascript">
    (function () {
        $(document)
            // attach login event to button
            .on('click', '#login-admin-button', function () {
                // call login method
                $app.login('admin', 'admin123%', true, function () {
                    // on success, navigate to Home
                    window.location.replace('/Pages/Home.aspx');
                }, function () {
                    // on failure, show an alert
                    alert('Login failed!');
                });
                return false;
            }).on('click', '#logout-button', function () {
                $app.logout(function () {
                    // refresh the page
                    window.location.reload();
                })
            });
    })();
</script>

Save the file, and open the page in your browser. Note that there are now two buttons.

Login and Logout custom buttons are present on the page.

Click on the first one and you will be logged into the app as “admin”. Click on the second one and it will log the user out, and refresh the page.

Extending Logout

The UserLogout method can also be overridden to add custom functionality. For example, suppose that we need to record when a user logs out. In the class file created in the previous section, add another overridden class after UserLogin method:

C#:

public override void UserLogout()
{
    Trace.WriteLine(String.Format(
                        "User {0} has logged out.", 
                        HttpContext.Current.User.Identity.Name));
    base.UserLogout();
}

Visual Basic:

Public Overrides Sub UserLogout()
    System.Diagnostics.Trace.WriteLine(String.Format(
                        "User {0} has logged out.",
                        HttpContext.Current.User.Identity.Name))
    MyBase.UserLogout()
End Sub

Press F5 to run the app in debug mode. Log in to the application, and then log out. Switch back to Visual Studio and you will notice that the line has been printed to the Output window.

The trace line has been printed to the Output window.

Note that the line may not print in Web Site Factory apps.