Visualizations: Creation of Analytics

Summary

The visualizations functionality is a great way of extending your Hubble user experience in terms of creating analytics that draw out data that is both useful and easy to understand.

There are two forms of visualizations, charts and metrics. This document outlines some ways of using these, but be aware that there are many more applications than what are listed here.

Before you get started

General Report Suggestions

The below suggestions help you exploit Hubble Designers features:

1. We recommend consolidating your report data so you have limited points to display. For example <10 business units or <13 periods helps ensure that the data can be easily presented and, as a result, better understood by the reader.
2. Remove additional columns to help keep users focused on the data.
3. Include User Defined Captions (UDCs) to make things easier to understand. So instead of Period 3, AA, 2015, for example, you could have Mar Actuals 2015.
4. Enable Code and Description for your label columns so that these are shown on the visualization. This will assist Hubble Web viewers.
5. Use formatting themes to drive a consistent display.
6. Use RIO to drive this formatting across multiple reports.
7. Modify the report data using calculations to speed up creation and reduce formatting within metrics.

Build for the Web

Build your reports so they are optimal for the web.

1. When you create lists (reports)/charts/metrics, remember to populate them with tags as these can be used for advanced searches. We recommend including the following:
   1. Module
   2. Frequency
   3. Department/Team
   4. Process
2. Remember to add descriptions; they are searchable just like the saved report/metric/chart name.
3. When you create a chart/metric, remember to populate the title and subtitle. The title and the subtitle are shown in Hubble Web. By default, the title will be populated with the name of the underlying report which may not be useful to you. (The saved chart/metric name is available in Hubble Web via a Workspace’s Table Of Contents, but this is not as easily seen by new users). It is worthwhile to do the following:
   1. Override the title to be the same as the saved name of your chart/metric.
   2. Using the subtitle to include the special text “Base Report: <SavedName>”. That way users in the web can identify the base report.
4. Metrics and charts are designed so that you can double-click on them and load the underlying report on which they are based. Focus more on what is useful to see and less on the actual figures.
5. Aim to create your metric and charts in easily viewed sizes. Your end workspace product should not require scrolling.
6. Avoid noise or redundancy including distractions, upper/lower case inconsistencies, and misspelled words.