Application Navigation

Published on September 7, 2016

Developing Navigable applications with Arcadia Data

Arcadia Data introduces the concept of Standalone Applications starting with release 3.0. In this paper we showcase how to effectively build a complete purposeful Application comprised of related dashboards.

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Figure 1: Consumer Complaints with navigation links on the left

Terminology:

Visual: A single visualization, charting 1 or more dimensions against a measure.
Dashboard: A collection of related visuals and filters from one or multiple data sources.
App Groups: A hierarchical organization of subgroups comprising of Dashboards and/or Visuals.
Standalone Application: A runtime instantiation of an App Group, which allows one to navigate the various subgroups.

Introduction

To demonstrate the application navigation capabilities, we will use a sample application built for this purpose. The “Consumer Complaints Sample Application” helps analyze complaints filed by customers in the financial sector. It is a complete application which can be analyzed by different dimensions. These dimensions show as links on the left pane in Figure I. Drill-down capabilities allow one to investigate further. As one drills down on items from the main dimension, the details update automatically within the related dashboards.

Building Visuals and Dashboards

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Figure II: “Product” visual comprised of dimensions and measures populated for the pie chart visual.

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Figure III: “Complaint Details” visual demonstrating parametrization and drill down enablement.

Figure III shows how one can parametrize the title of a visual. E.g. <, if a filter for Product is chosen it will show its value here, if it is not chosen then the default value is Mortgage.

Also note that the filter shelf is comprised of multiple filters. This allows the visual to automatically apply the listed filters when invoked by another visual.

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Figure IV: Creating the drill-down link on a dashboard from Source (Product) to Target (Consumer Complaints).

In edit mode one can enable drill downs by clicking on the desired pie-piece. All visuals in the same application will receive a filter if they have subscribed to it on their own filter shelf. In this case clicking on a product automatically sets the filter in the receiving visual “Complaint Details…”. Figure III shows that this visual has subscribed to the product filter.

This mechanism enables reuse of visuals since the same visual can be used in different applications by subscribing to multiple filters (as shown in Figure III)

App Groups Summary

App Groups allow a developer to organize dashboards/visuals into meaningful subgroups. They are also used to facilitate Standalone Applications which are easily navigable. The advantage is Arcadia Data will automatically arrange the different subgroups of an App Group as links or Pull Down Menus.

Building App Groups and its hierarchy

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Figure V : Setting up Complaints App Group and its subgroups.

In the above figure V, “Complaints” is an App Group, and “Product, Company, and Geo” are its subgroups. Once an App Group is created, it shows on the left pane of the development window.

Assigning Dashboards or Visuals to an App Group

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Figure VI : Assigning Dashboards or Visuals to an App Group

Dashboard(s) or visual(s) can be assigned by selecting the appropriate App Group or subgroup. Once assigned they automatically show under their respective group

Running the Standalone Application

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Figure VII : Running the Standalone Application

Clicking the “View Standalone App” link will launch the fully navigable application as shown in Figure I. Note how the subgroups show as links on the left side (other options available under settings). The url generated can be directly used to invoke the standalone application.

Summary

App Groups provide a convenient mechanism to organize and build complete applications. Setting up multiple App Groups allows one to organize differently and expose standalone applications to multiple sets of end users. This concept is very powerful and Arcadia Data makes it very easy.