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User Interface
Tuesday, March 3, 2015PrintSubscribe
Introduction to Charts

Every Code On Time web app comes with multiple ways of displaying your data. One way to visualize your data is with charts. See an example of charts on the Orders page of Northwind sample below.

Default data insight charts displayed for orders page of a Northwind sample app.

When a user activates the Charts presentation style, any developer-defined charts will be displayed. If none have been defined, then the application will automatically construct charts based on the data fields present in that view.

Activating Charts Presentation

Charts can be activated by clicking on the “Charts” presentation style option in the sidebar on the left hand side of the screen.

Selecting the Charts data presentation style from the sidebar.

If the device you are using is narrow or the sidebar has been disabled, you can click on the context menu button “…” in the top right corner of the screen to bring up the context menu.

Selecting the three dot context menu button in the top right corner of the screen.

Then, click on the name of the view to bring up view options.

Activating the view settings by clicking on the view name from the context menu.

Select the “Charts” data presentation style, and the view will refresh and display charts to the user.

Selecting the charts data presentation style from the view options menu.

Responsive Design

Charts offer a responsive design that will scale to fit any device, regardless of the device’s screen size. You can get a comprehensive snapshot of your data from your phone, tablet, or desktop computer. The largest screen sizes will display three columns of charts.

The largest screens and devices will show three columns of charts.

If the window is shrunk to a moderate size or the device is a tablet, two columns of charts will be shown instead.

Only two columns of charts will be shown when the device is of medium size.

Smaller devices will display one chart at a time.

Smaller devices show one chart at a a time.

If the device or window has a short height (or if your phone is rotated horizontally), then the charts will be shrunk vertically in order to fit at least one chart at a time on the screen.

Charts will shrink vertically to fit the screen size.

Sizing Charts

Charts can also be individually resized. Each chart is set to “Small” by default. This will render three columns on large screens, two columns on medium screens, and one column on small screens. If only one chart is present for the view, then that chart will always be maximum size available for the device.

The user can change the size of each chart by clicking on the three dot context menu “…” in the top right corner of the chart. Large devices will have access to “Small”, “Medium” and “Large” sizes.

User can define the size for the chart from the context menu

Select “Large” to display a chart at full width and height of the screen. “Large” charts will scale down to “Medium” size on moderately sized devices, and to “Small” if the device cannot fit medium charts.

Large charts take the full height and width of the screen.

“Medium” chart size uses two thirds of the width and height a large screen, leaving space for one small chart in each dimension.

Medium size charts will take 2/3s of the height and width of the screen.

Medium charts on a medium size device will take the full width and two thirds of the height, leaving room for one chart above or below.

Medium size charts on a medium size device will take the full width and 2/3s of the height.

Default chart sizes can also be specified by the developer at design time.

Filtering with Charts

Any filters applied to the data view will be used by the charts. Quick filter options are available for the relevant fields in the context menu of each chart.

Quick filtering options are available based on the fields that are present in the chart.

Clicking on the name of a field will open the filter panel for that field.

The filter panel for Customer Company Name has been opened.

Select several options from the panel and press “Apply” to filter. The charts will refresh with the new, filtered data.

An Orders chart that is filtered by the customer.

Child data views also derive the filter from the selected master record. The screen below shows charts giving insight to the orders from the customer “Save-a-lot Market” – Davolio seems to be the preferred employee.

Charts for orders that are specific to a customer that has been selected as the master record.

Viewing the Data Behind the Chart

Users also have the option to view the pivoted data that the chart is based on in a table. Click on the three dot context menu “…” in the top right corner of a chart. Select “Show Data” option.

The 'Show Data' option in the context menu of a chart.

The chart will be replaced by a table that shows the data. A miniature chart preview will be shown in the top left corner.

The data for the chart is displayed in a table.

Clicking on the mini chart in the top left hand corner will restore the chart. The user can also use the “Show Chart” option in the context menu.

The 'Show Chart' option will restore the chart.

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.