Roambi SuperList Best Practices

RoamBi SuperList is the ultimate interface for navigating tabular data within the condensed screen real estate of your iPhone. Never lose your place when you pan both vertically and horizontally as SuperList retains context supplied by intelligent row and column labels. With filter and sort capabilities at your disposal, SuperList also features inline charting invoked by double tapping any column containing numeric data. The combination of SuperList’s innovative user experience and personalization capabilities provide a powerful solution for assimilating tabular data.

Example Use Case
RoamBi SuperList is a versatile view for presenting data structured as a vertical table. Whether you are a human resources specialist who monitors new hires and terminations or a sales director responsible for a large portfolio of customers, SuperList provides an intuitive interface for navigating, filtering and sorting tabular data. In this example intended for a sales director, SuperList presents all customers within the portfolio including assigned account managers and customer profiles. Using sorting and filtering capabilities, you can personalize SuperList from your iPhone, to display only the records that you require. Double tapping on a column containing the current quarter sales, pipeline revenue, or number of contracts will display an inline bar chart making it extremely easy to visually digest qualitative information at a glance.

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RoamBi SuperList Features
Aside from the sleek aesthetics and thoughtful design execution RoamBi SuperList’s features:

  • Conversion from portrait to landscape mode by simply rotating your iPhone.
  • Intelligent row and column sizes adjust to the data ensuring information consumption with ease.
  • Transformation of tabular data into an inline bar chart by double tapping on any column containing numeric data.
  • Expanding columns and titles invoked by tapping on the column and row titles (figure 1).
  • Sort selection for any column within the SuperList (figure 2).
  • Filters that can be personalized for any combination of dimensions present in the SuperList columns (figure 3).
  • Customizable column order, visibility and aesthetics ensure maximum flexibility for personalization on your iPhone (figure 4).

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Data Visualization Best Practices
Formatted as a vertical table, RoamBi SuperList should be utilized for presenting data that is oriented in a vertical (top down) format. The most column of a vertical table is a key dimension (products, employees, regions, etc) that enables you to assign context to each individual row within your table. RoamBi SuperList automatically locks this key column, to avoid losing your place as you scroll from left to right. Data contained within each individual column within a vertical table should contain either numeric or text values, allowing you to take full advantage of sorting, filtering, and charting capabilities available in the SuperList View. Columns that display measure such as sales, profit, or growth should only have one numeric format (#, $, %) assigned to each column. If you are importing data into a SuperList that contains a hierarchy of dimensions (country, state, city) or rows of data that you would like to chart with the same ease of use as SuperList’s inline vertical bar chart, you should evaluate the RoamBi CataList view as a powerful alternative.

Implementation Best Practices
While RoamBi provides tremendous flexibility for implementing intuitive views, formatting reports and Excel worksheets that provide data require best practices that can 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.

6RoamBi SuperList by default will assign the first column as the key dimension. This key column will be also utilized as the left-most column of the table, which is fixed (figure 5). In this RoamBi SuperList example, the first column of the customer list contains a list of customers. While

Each column containing consistently formatted numeric values can be enabled as a bar chart by tapping on the column.

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).

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ryan@goodmangroupllc.com

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