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Gaining Insight Using Synchronized Active Technology Dashboards

Dirk KuerbigInformation Builders

Information Builders Summit 2015 User ConferenceMay 31 – June 4, 2015

Author: Dirk KuerbigCompany: Information BuildersPresentation Title: Gaining Insight Using Synchronized Active Technology Dashboards Presentation Abstract: Learn how to use App Studio to combine multiple Active Technology reports into a parameterized dashboard. Then use interactive charts to further slice and dice your data to gain valuable insight. We'll learn how to create Active Technology dashboards, add controls, synchronize reports and charts for visual analysis, and distribute for offline analysis.

5/6/2023 Gaining Insight Using Synchronized Active Technology Dashboards Page 1 of 56Copyright © 2015 Information Builders

Business Need:

The City’s Public Health's food safety program inspects all establishments serving and preparing food. Each inspection results in a pass, a conditional pass or a closed notice.

To assist the Food Safety Inspectors in planning and prioritizing their workload, a daily email is distributed containing the complete list of current complaints and related details.

It is now up to the food inspector to use the WebFOCUS Active Technologies Dashboard to identify high risk establishments, possible correlations, and to come up with a narrowed down, prioritized list of establishments to visit at any given day. Here is what the completed dashboard will look like.


ContentsStep 1 – Start WebFOCUS App Studio, connect to Content area.......................................4Step 2 – Review base data, run Active report......................................................................4Step 3 – Open Active Dashboard design tool......................................................................6Step 4 – Build initial Active Dashboard screen...................................................................8

Step 4 a – Add Active Report to canvas..........................................................................8Step 4 b – Add Active Charts to canvas........................................................................20Step 4 c – Aligning / Positioning of objects..................................................................24

Step 5 – Dashboard title and logo......................................................................................27Step 5 a – Dashboard title..............................................................................................27Step 5 b – Logo..............................................................................................................29

Step 6 – Filter controls, Binding, Chaining.......................................................................31Step 6 a – Insert filter controls.......................................................................................31Step 6 b – Aligning / Positioning of objects..................................................................32Step 6 c – Insert list box labels......................................................................................33Step 6 d – Binding filter controls to runtime values......................................................34

Step 7 – Adding multiple pages – Multiple tabs on Dashboard........................................37Step 7 a – Add new Dashboard page.............................................................................38Step 7 b – Insert content into new tab............................................................................38Step 7 c – Rename dashboard tabs................................................................................41

Step 8 – Distribute Active Dashboard and perform analysis.............................................44Step 8 a – Analyze list and filter number of establishments..........................................45Step 8 b – Export work list............................................................................................49


Step 1 – Start WebFOCUS App Studio, connect to Content area

1. Double-click on the WebFOCUS App Studio icon ( ) on your desktop.2. After a few seconds, the App Studio interface opens.3. Please select the node “localhost” from the “Environments Tree” panel

on the right, double-click to connect.4. A userid/password dialog will show up.5. Please use the following credentials to connect

a. Userid: activeb. Password: active

6. Click on “Logon” to continue7. Double-click on “Content” to expand the folders list8. Double-click on the “ActiveTechnologiesDashboardsLab” to expand the

working area list9. The following screen should display


Step 2 – Review base data, run Active report1. Double-click on “Data validation” folder to display list of report.2. Right-mouse-click on “Base data display”, select “Run” option to review

source data.a. Food Inspection details for Greater Toronto Areab. 2,020 detail recordsc. 2 main measures: “# Complaints”, “# Infractions”d. Many different attributes for analysis

3. How do we prioritize as a food inspector, which establishments to visit first?

4. Slice and dice data using Active Technologies menu options.a. Examples: Select drop down control (triangle symbol) in Title area

of “# Complaints”, choose menu item “Rollup”, choose “Severity”b. Click on “pie symbol” on the top of the new windows and change

tabular output to pie chart to view percentage distributionc. 14.5% of Complaints are “High Severity”, 3.3% are “Crucial”

5. We will need to create a more structured interactive dashboard to display relationships and to slice and dice data for today`s prioritization and for future use.


6. Once created, we will be able to schedule the delivery of this dashboard on a regular basis to all Food Inspectors in the Greater Toronto Area for them to analyze and prioritize their work.

7. Let’s get started to build out our first Active Technologies Dashboard

Step 3 – Open Active Dashboard design tool

1. Highlight “4 Complaints Analysis” folder, right mouse-click, select “New”, “HTML/Document”.

2. Select “File Type” radio button to be “Active Dashboard” and click “Next”


3. Select “Page Size” to be “Legal” and “Page Orientation” to be “Landscape” and click “Next”


4. Click “Finish” to display the base canvas.


Step 4 – Build initial Active Dashboard screen

1. We are going to create an Active Dashboard, will add reports, charts, images, and interactive controls, and a dashboard bar to the screen.

Step 4 a – Add Active Report to canvas2. If not already selected, select “Insert” from the menu items3. To add a report, click on the “Report” icon in the “Components” area of

the context menu 4. Keep some space on the top of the screen to add controls later5. Mouse left-click at the top left corner of a rectangular area to place the

report (wide report), drag your mouse to the bottom right corner of this area.

6. Release your mouse button, the report area has been defined.


7. A basic active report has been already prepared for you, we can now start to insert it into the canvas area.

8. Right mouse click on top of the report area, and select “Import existing report”.


9. Select folder “Reports_and_Charts”, report name “Complaints Listing”.


10.Click on “Ok” button. The report has been embedded as a first component of our Active Dashboard. Please scroll up to see the entire report.

11.To size the report to fit on the screen without scrollbars, we will need to adjust the width, height, and number of rows shown on a single report page.

12.WIDTH: Scroll the canvas to the right, and extend the report frame to the outline of the page, by clicking on the center square of the right report frame border and dragging the window size to the dotted line on the right.


13.HEIGHT: Determine how many rows of data per page you want to display at any given time. We will choose to display 10 rows. Extend the report frame to a height which allows seeing exactly 10 rows of data, by clicking on the center square of the bottom report frame border and dragging the window size to allow for the display of at least 10 rows.


14.ROWS PER PAGE: This is an Active Report setting, we will need to adjust the Active Report itself.

15.Right mouse click on top of the report area, and select “Open”.


16.The Report Painter GUI opens, and we can adjust a variety of Active Report options.

17.Main options are available in the tab “Active Report Options” on the top of the screen.


18. In addition to styles (colors, fonts, …) for Pagination, freezing of columns, behavior of window display, or selecting which Menu Options to expose to the user of the Active Dashboard (e.g. is allowed to create Pivot (Cross tabs)


19.We can also control how many rows per page are to be displayed.20.Select the menu option “Format” on the top of the screen, select “Lines

per page” on the right side of the menu choices, and select the “10” as the number of lines. Note: you can manually override the value with your own custom number.


21.To return to the Active Dashboard canvas, please close the “Document1_report1*” component by clicking on the black x of the component.


22.Confirm by clicking on “Yes” to update the Active Dashboard screen.23.The Active Dashboard Canvas is now updated and no longer displays

scroll bars for the embedded Active Report.


24. It is always a good practice to save your work after a development step is completed. Please save the first version of the Dashboard by clicking on the “Diskette” icon on the top, and changing the file name of the dashboard to “MyActiveDashboard”, or any other name of your choice.


25.Click “Ok” to save your dashboard.

Step 4 b – Add Active Charts to canvas1. If not already selected, select “Insert” from the menu items2. To add a chart click on the “Chart” icon in the “Components” area of the

context menu 3. We are going to add 3 charts below the tabular report.4. Mouse left-click at the top left corner of a rectangular area to place the

chart (about 1/3 of the screen wide), drag your mouse to the bottom right corner of this area, and release your mouse button.


5. Repeat this step 2 more times to create place holders for Chart 2 and Chart 3. Position these placeholders to the right of the first Chart.


6. 3 basic active charts have been already prepared for you, we can now start to insert them into the chart placeholders.

7. Right mouse click on top of the first chart area, and select “Import existing chart”.


8. For first chart, select folder “Reports_and_Charts”, report name “Chart_Predicted_Infractions_by_Complaint_Type”.


9. Click on “Ok” button. The chart has been embedded as the second component of our Active Dashboard.

10.Repeat the step for the second chart placeholder, and insert the chart “Chart_Predicted_Infractions_by_Riskdesignation”.

11.Repeat the step for the third chart placeholder, and insert the chart “Chart_Predicted_Infractions_by_Severity”.


12. Click on the diskette symbol on the top of the screen to save the changes.

Step 4 c – Aligning / Positioning of objects1. We are going to resize the charts to all be identical in size, and properly

aligned with each other.2. Select “Positioning” from the menu items.3. Use one of the charts to be the reference chart, and size it as desired to fit

on the canvas.4. Select the chart “# Pred. Infraction BY Is Complaint?” to be the

reference chart, adjust the height and width by dragging the handles of the chart frame border.

5. To resize the 2 other charts to be identical, please note that we have to multi select all 3 charts, and the last chart we are selecting will become the reference chart for the sizing menu.

6. Select first chart to be the center chart (“# Pred. Infraction BY Risk Designation”).

7. Then press the “Shift” key of your keyboard and keep it pressed.8. Select second chart to be the right chart (“# Pred. Infraction BY

Severity”.9. Keep “Shift” key of your keyboard pressed.


10.Select third chart to be the left chart, your reference chart (“# Pred. Infraction BY Is Complaint?”

11.All 3 charts should be highlighted, and canvas handles should be visible.

12.As you can see the Positioning icons in the context menu area are now available.

13.We want the 3 charts to all have the “Same Size” and to be aligned to start at the same position on the “Top”.

14.Click on “Same Size” and “Top”.15.To move the chart to the appropriate position on the screen, you can

select the chart of choice and use your cursor keys of the keyboard to position them.


16.Or by selecting the “Properties” menu on the right and setting left and top position, and width and height.


17.Click on the diskette symbol on the top of the screen to save the changes.

Step 5 – Dashboard title and logo

1. We are going to add a title to our dashboard, and are going to insert a company logo as well.

Step 5 a – Dashboard title2. If not already selected, select “Insert” from the menu items3. To add text, click on the “Text” icon in the “Components” area of the

context menu


4. Mouse left-click at the top left corner of a rectangular area to place the title (text), drag your mouse to the bottom right corner of this area, release the mouse

5. Click within the text area and enter your own title, e.g. “Complaints Analysis – City of Kissimmee”

6. Right mouse click in the text area, select “Properties” to adjust the font size and color.


7. After clicking the 3 dots on the right of the “Styling:Font” property, choose the “Font Style” to be “Bold” and the “Size” to be “14pt”


8. Click “Ok” to update the Title on the Dashboard canvas


Step 5 b – Logo1. If not already selected, select “Insert” from the menu items2. To add text, click on the “Image” icon in the “Components” area of the

context menu 3. Mouse left-click at the top left corner of a rectangular area to place the title

(text), drag your mouse to the bottom right corner of this area, release the mouse

4. Select folder “Images_Logos”, Name “summit_logo_jpg.jpg”5. Click “Ok” to confirm. The image has been placed on the Active

Dashboard canvas.


6. Click on the diskette symbol on the top of the screen to save the changes.

Step 6 – Filter controls, Binding, Chaining

Step 6 a – Insert filter controls1. We are going to add controls (drop down boxes, radio buttons, list boxes,

other elements) to allow the entire dashboard to be filtered automatically based on user selections.

2. If not already selected, select “Insert” from the menu items3. To add controls, select from the “Controls” icons in the “Components”

area of the context menu

4. We are going to add 3 list boxes, for a. “Is Complaint?”b. “Risk Designation”c. “Severity”


5. To add the first list box, select “List Box” from the “Components” 6. Mouse left-click at the top left corner of a rectangular area to place the list

box, drag your mouse to the bottom right corner of this area, release the mouse

7. Repeat this step 2 more times to create place holders for List Box 2 and List Box 3. Position these placeholders to the right of the first List Box.

Step 6 b – Aligning / Positioning of objects1. We are going to resize the list boxes to all be identical in size, and

properly aligned with each other.2. Select “Positioning” from the menu items.3. Use one of the charts to be the reference chart, and size it as desired to fit

on the canvas.4. Select the first list box to be the reference chart, adjust the height and

width by dragging the handles of the chart frame border.5. To resize the 2 other list boxes to be identical, please note that we have to

multi select all 3 list boxes, and the last list box we are selecting will become the reference item for the sizing menu.

6. Select first list box to be the center box.7. Then press the “Shift” key of your keyboard and keep it pressed.8. Select second list box to be the right box.


9. Keep “Shift” key of your keyboard pressed.10.Select third list box to be the left box, your reference list box11.All 3 list boxes should be highlighted, and canvas handles should be

visible.12.As you can see the Positioning icons in the context menu area are now

available.

13.We want the 3 list boxes to all have the “Same Size” and to be aligned to start at the same position on the “Top”.

14.Click on “Same Size” and “Top”.15.To move the list box to the appropriate position on the screen, you can

select the list box of choice and use your cursor keys of the keyboard to position them.

Step 6 c – Insert list box labels1. We are going to add a label on top of each list box.2. If not already selected, select “Insert” from the menu items


3. To add labels (text), select “Text” in the “Components” area of the context menu

4. We are going to add 3 list box labels, for a. “Is Complaint?”b. “Risk Designation”c. “Severity”

5. Mouse left-click at the top left corner of a rectangular area to place the list box label (text), drag your mouse to the bottom right corner of this area, release the mouse

6. Repeat this step 2 more times to create place holders for List Box label 2 and List Box label 3. Position these placeholders to the right of the first List Box label.

7. Align the list box labels, if desired.8. Change the text for the 3 list box labels to

a. “Is Complaint?”b. “Risk Designation”c. “Severity”

9. Style labels, if desired, by changing the “Properties” of the font.



Step 6 d – Binding filter controls to runtime values1. We are going to dynamically fill the list boxes with the distinct list of values

available in the active report and will use these for end user filtering, allowing the entire dashboard to be filtered automatically based on user selections.

2. Right mouse click on the first list box (“Is Complaint?”), select “Settings”

3. The “Settings” menu should show up.4. If it disappears immediately, please select “Settings” from the top right

area of the screen, and click on the pin to avoid “Auto hide”.


5. The “Source report” for the 3 list boxes will be “report1”. Please click on “report1”. The “Columns” section will fill in with the available columns from the report.

6. For the “Is Complaint?” list box, please selecta. Column: “COMPLAINT_NON_COMPLAINT”b. Condition: “Equal”c. Add “ALL” Option: Checkedd. Multiselect: Checkede. And for “Target reports”, please multi select all available reports

and charts


7. For the “Risk Designation” list box, please selecta. Column: “RISK_DESIGNATION”b. Condition: “Equal”c. Add “ALL” Option: Checkedd. Multiselect: Checkede. And for “Target reports”, please multi select all available reports

and charts8. For the “Severity” list box, please select

a. Column: “SEVERITY”b. Condition: “Equal”c. Add “ALL” Option: Checkedd. Multiselect: Checkede. And for “Target reports”, please multi select all available reports

and charts9. Click on the diskette symbol on the top of the screen to save the changes.

Step 7 – Adding multiple pages – Multiple tabs on Dashboard

1. We are almost done developing the Active Dashboard. As a last step before testing our application, we are going to add a secondary page,


which allows for compilation of multiple dashboard screens into a single document.

Step 7 a – Add new Dashboard page2. If not already selected, select “Insert” from the menu items3. To add a new page, select the “New” icon in the “Pages” area of the

context menu

4. A new page displays, with a label of “Page layout 2”. Note: you can switch between the multiple page layouts by using the scroll bars on the right of the screen.

Step 7 b – Insert content into new tab5. To add new Dashboard elements to Page layout 2, you can follow the

same methodology as for the first page layout.6. For our exercise, we are going to add our initial validation report.7. If not already selected, select “Insert” from the menu items8. To add a report, click on the “Report” icon in the “Components” area of

the context menu 9. Mouse left-click at the top left corner of a rectangular area to place the

report (fill screen), drag your mouse to the bottom right corner of this area, and release the mouse button.


10.Extend the report object to the width and height of the page by using the sizing handles of the report item.


11.Right mouse click on the report item, select “Import existing report”, and choose folder “Data Validation”, report name “Base_data_display.fex”.


12.Click “OK” to confirm and to add the report to the canvas.



Step 7 c – Rename dashboard tabs14.Select the “Properties” bar on the right side of the screen, select “Page

Layout 2”

15.Change the property of “Page layout 2” “Title” and “TOC Description” to “Details”


16.Select the “Properties” bar on the right side of the screen, select “Page Layout 1”. Change the property of “Page layout 1” “Title” and “TOC Description” to “Complaints Analysis”.


17.Click on the diskette symbol on the top of the screen to save the changes.18.Click on the black “x” symbol beside the dashboard name

“MyActiveDashboard” to return to the App Studio “Environment Tree”


19.We are done creating the Active Dashboard and can now run it and perform some analysis.

Step 8 – Distribute Active Dashboard and perform analysis1. There are many ways to publish an Active Dashboard for users to

consume.a. Right mouse click to “Schedule” and distribute this completely self

contained document via “E-mail” or “FTP” to a user not connected to the Corporate network

b. “Publish” the Active Dashboard and provide access via the WebFOCUS BI Portal

c. “Run” it from within the BI Portal or App Studio.2. Right-mouse-click on “MyActiveDashboard”, select “Run” option to

perform analysis, and to determine which establishments the Food Inspectors should prioritize their work on.


3. To assist the Food Safety Inspectors in planning and prioritizing their workload, a daily email is distributed containing the complete list of current complaints and related details.

4. It is now up to the food inspector to use the WebFOCUS Active Technologies Dashboard to identify high risk establishments, possible correlations, and to come up with a narrowed down, prioritized list of establishments to visit at any given day.

Step 8 a – Analyze list and filter number of establishments5. The current list contains 2,020 complaints, slightly too many

establishments to visit this week. How can we determine which ones should be inspected.

6. Questions to help narrow down the lista. What is the percentage distribution of infractions by severity?

Select pie chart icon on the Severity chart


b. The total percentage of “Crucial” and “Significant” infractions is

about 18%, a first good indicator to look for7. Use the “Severity” filters on top of the screen to narrow down the search

to just these 2 severity indicators.


8. The list of establishment is narrowed down to 358 out of 2,020 establishments.

9. The inspector may even use filters within the Active report itself. Based on predictive algorithms using WebFOCUS RSTAT, the list contains a column labeled “Pred. Infraction?”, let’s narrow down the search to the establishments predicted with “Yes”

10.Select the drop down icon (triangle) to the right of the “Pred. Infraction?” column title, select “Filter” “Equals”


11.Drop down on the values box and select “Yes”, then select the “Filter” button


12.The list of establishment is narrowed down to 193 out of 2,020 establishments.

13.Filter to exclude “Est. Type” “Restaurants”, a specialized program at the City is already in place to address these concerns.

14.Select the drop down icon to the right of the “Est. Type” column title, select “Filter” “Not equal”

15.Select “Restaurant” from the list, click on “x” of the pop up window, and click “Filter” button.

16.The list of establishment is narrowed down to 68 out of 2,020 establishments.

17.Final filter: “Add Condition”: “Risk Designation” is “Greater than or equal to” “4”, brings this list down to manageable 29 establishments for the week.


Step 8 b – Export work list1. Select the drop down icon (triangle) to the right of any column title, select

“Export” “HTML” “Filtered only”


2. With a few clicks we have now created a prioritized work list for the Food Inspector to visit high severity establishments, with a high likelihood of infractions, which can be visited during the week to keep the City safe.

3. This list contains all details required for the inspector to make informed decisions and plan his route.


Congratulations! You’re done!

Q&A


Documents

Procedure for Layout Tool demo: - myTaylor Intranet …int.taylor.edu/it/eds/summit2015_presentations/labs/... · Web viewMouse left-click at the top left corner of a rectangular