Roambi PieView Best Practices

RoamBi PieView is a drillable pie chart view, enabling you to quickly navigate a single dimension such as products, employees, or regions, using tap and rotate gestures. With a unique user experience that can only be compared to spinning the “Wheel of Fortune”, you will quickly find this engaging interface perfect for visualizing multiple measures such as sales, costs and growth against a single dimension. Drill into any pie slice to view customizable supporting tables and charts required to drive action. You will never look at a pie chart the same way once you leverage the innovative RoamBi PieView.

Example Use Case
RoamBi PieView provides a powerful solution for monitoring a single dimension across multiple measures. Whether you are a marketing professional responsible for monitoring campaign effectiveness, or a supply chain manager who needs up to date KPIs, RoamBi PieView requires minimal interaction to consume information quickly. In this example intended for a manufacturing plant manager, the RoamBi PieView displays multiple performance measures for all zones. Measures like production, defects, inventory, and headcount can all co-exist in one RoamBi Pie view separated by a simple “swipe” gesture. With a current view of performance, you can drill into any slice to view the entire detail KPI list and contact information of zone managers. From the detail card, you can conveniently contact someone by pressing on an email address or phone number..

2 3 4

RoamBi PieView Features
Aside from the sleek aesthetics and thoughtful design execution within a small screen real estate, RoamBi PieViews’s fluent user experience includes:

  • Innovative rotate gesture navigation that facilitates intuitive navigation.
  • Quick toggle between multiple measures by swiping left and right with your finger.
  • Drillable pie slices for visualizing supporting text and charts.
  • Automatic aggregation of a drillable “Other” category for charts containing more than twelve slices.
  • Summarization of all pie slices displayed in the center of PieView.
  • Integrated tap to dial for phone numbers and Google Map integration for addresses.
  • Bookmarking option will save your place so you can re-call it at anytime.

Data Visualization Best Practices
A pie chart should be utilized to represent multiple parts of a whole or percentages that when combined equal 100%. A pie chart is capable of presenting a single dimension (products, employees, regions, etc) where the dimension values are represented as pie slices and differentiated by color. A pie chart presents 1 measure (sales, costs, growth, etc) at a time in descending order where the size of the slice is dictated by the value relative to the total for all slices (displayed as a value in the center of RoamBi PieView). As the volume of slices increase, the difficulty of using any pie chart analysis decreases, which is rectified using an automatic RoamBi PieView feature that aggregates slices as “Other”, once the number of slices exceeds 10. A pie chart should not be utilized to plot a time dimension (day, month, time, etc) since time dimensions are best represented in a line or bar chart. If you choose a percentage-based measure the sum of all pie slices, like any other measure should equal 100%.

Implementation Best Practices

5While RoamBi provides tremendous flexibility for implementing intuitive views, incorporating best practices that save you valuable time, while facilitating a usable data structure for your data visualization needs. When working with Excel, all RoamBi Views require a flattened vertical table where any combination of columns can be grouped and then assigned to charts and tables within the view. By default the first row in most RoamBi Views is used to assign group names, while the second row identifies the column titles.

RoamBi Pie by default will assign the first column as the key dimension used to represent all slices which can be easily modified in the RoamBi Publisher. In the manufacturing RoamBi PieView example, the first column contains zone identifiers (figure 2).

6Each column containing consistently formatted numeric values will be enabled as pie values. While this example contained several columns containing numeric values, only the first 5 key measures were intended for use in the PieView, while the remaining columns were reserved for supporting charts located on the detail card (figure 3).

To successfully create a chart within the detail card, you need to create a group within the RoamBi Publisher layout tab containing at least two columns utilizing the same numeric format. If either column contains text values or inconsistent number formatting characters ($, %, etc) RoamBi will not enable charting capabilities for that group.

For a complete guide of how to assign data groups to the best possible chart for visualizing quantitative data, see RoamBi Data Visualization Best Practices.

Data Formatting
Applying number formatting to data: RoamBi is intelligent enough to interpret multiple data formats from reports and Excel files. When applying number formatting, you want to ensure that each column only contains a single numeric format ($, %, “,”, etc).

Addresses: When formatting addresses in RoamBi for automatic linking to Google Maps, you will want to input addresses as “Address, City, State abbreviation” (34555 N. 5th Pl., San Diego, CA).
Phone Numbers: RoamBi is intelligent to recognize most variations for displaying phone numbers both for domestic and international phone numbers. It is a best practice to refrain from using decimal separators in phone numbers to avoid RoamBi mistaking the phone number for a standard numeric value. Valid Examples: 123-456-7890 (123)456-7890 + 22 607 123 4567

Email addresses: RoamBi will invoke your iPhone email upon selecting text formatted as an email address without applying any extra formatting.

Websites: Open Safari browser by tapping on any URLs where the text starts with www or http.
Additional Images

7

ryan@goodmangroupllc.com

Author ryan@goodmangroupllc.com

More posts by ryan@goodmangroupllc.com

Leave a Reply

All rights reserved Goodman Group LLC