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Adesh Singh, Madhuri Kolhatkar, Jayanth Ananthakrishnan

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Presentation on theme: "Adesh Singh, Madhuri Kolhatkar, Jayanth Ananthakrishnan"— Presentation transcript:

1 Apps Unlimited Business Intelligence Design Guidelines and Patterns for OBIEE 10g
Adesh Singh, Madhuri Kolhatkar, Jayanth Ananthakrishnan 27 October 2008

2 Objectives for the meeting
Overview and vision for BI design patterns Share design patterns for OBIEE 10g Demonstrate how these patterns could be consumed Discuss how we can include Philippe Lions guidelines into the site Discuss how to maintain and update these patterns Overall value add for having “one stop shop” for OBIEE Design Patterns

3 Agenda Background Design Patterns Overview Using Design Patterns
Parts of a Design Pattern OBIEE 10g Guidelines Potential consumers Value Addition Next Steps Appendix

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5 Objectives for OBIEE10g Design Patterns
Use standards based approach to provide user experience support various BI Dashboards and Apps under Apps Unlimited and GBUs Help Product Managers, Strategy and Development teams to design and conceptualize usable and effective BI applications Help maintain consistency in the BI application developed under different product lines and industry pillars Help Partners, Implementation Consultants and Customers to customize their own BI applications

6 History Project Milestone Activities Timeframe
Apps Unlimited BI (AUBI) team formed under Lenley Jan 2008 AUBI Strategy requested Madhuri to provide design patterns for BI consoles Mar 2008 First set of OBIEE10g patterns were developed and reviewed by UE team May 2008 – Sep 2008 OBIA strategy team worked upon design guidelines for OBIEE10g based dashboards Jul 2008 – Oct 2008 Madhuri’s team connected with OBIA teams for sharing the patterns Oct 2008 – Nov 2008

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Design Patterns Overview

8 Design Patterns Introduction
Design patterns are common flow or page designs that are used across product families Patterns are built according to common requirements using industry best practices and tested for usability OBIEE 10g design patterns are focused upon BI dashboard and analytic applications BI patterns are generic and could be applied across different business domains BI patterns were validated with the Fusion Dashboard patterns, JDE EOne dashboard design patterns and BI Dashboards Design Guidelines developed by AUBI strategy team

9 Design Patterns Development Process
IDENTIFY AUTHOR VALIDATE RELEASE Scenarios Pattern sets Individual patterns Create template Create draft Review Iterate Apply patterns Gather feedback Update patterns Publish Gather feedback Update patterns Stage 1 - Identify Collected usage scenarios from AUBI teams Created generic task flows for a BI user Identified and prioritized top 20 design patterns Stage 3 - Validate Conducted reviews internally (UX) Conducted review with Dev and Strategy Usability Test of the design patterns Stage 2 - Author Developed pattern templates Authored top 20 patterns in two phases Developed a design filter tool Stage 4 - Release Published a pattern website Currently communicating the patterns work with various BI teams

10 Design Patterns Pattern Areas
Page layouts Summary page layouts patterns Metric details page layout patterns Page regions Page regions and container patterns Messages and Notifications Alerts and notification patterns Messaging and services patterns Errors and warning patterns Navigation Dashboard navigation patterns Report navigation patterns Chart and graph navigation patterns Grid and tabular navigation patterns Information display Charts and graph patterns Analytic grid patterns Correlate and compare graph pattern

11 Design Patterns Pattern website
A dedicated website has been designed to host BI Patterns The website provide easy access to patterns and help users decide and identify appropriate patterns Find OBIEE 10g patterns at

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How to use Design Patterns?

13 Consuming the patterns
It is very critical to understand your users of the intended BI application Before start using the patterns, identify the following: Who are the users of your application? What are their roles and critical tasks, they need to perform? Under what circumstances are they going to use your application? Understand the business and personal goals of the users The answers to the above questions will help you identify the most appropriate patterns for your usage

14 Identifying right pattern Tree menu
Tree menu provide easy access to browse through all the patterns The collapsible tree menu help users to focus on specific patterns

15 Identifying right pattern Patterns sets
Pattern set group two or more patterns Provide basic details about each pattern and link it to the pattern description page Contains decision table to help identify the right pattern within the set Contains related guidelines and patterns

16 Identifying right pattern Decision table
Decision tables is an effective tool to identify the appropriate patterns Table could contain several questions on user role, data requirements and business goals etc. The responses to the given questions in the table help identify the one or more applicable patterns User could directly jump to the pattern details from the table

17 Identifying right pattern Related guidelines and patterns
Each pattern page contains a list of related patterns and guidelines, which makes it easy to identify patterns of similar nature Related patterns are hyperlinked to provide direct access to the detail pattern description

18 Identifying right pattern Design Filter Tool
Design filter tool allows users to indentify appropriate design patterns based on multiple criterion User can directly jump to the pattern details from this view

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Parts of Design Pattern

20 Parts of a Design Pattern Introduction
Each pattern consists of the following sections: General description Selection criteria Required screen elements Example layout Samples from OBIEE 10g Related patterns and guidelines Additional features: Bookmarking of entire pattern and/or a specific sections Printing action in each pattern page

21 Parts of a Design Pattern Description section
This section provides a high level description of the pattern, its purpose and applicability It also identify the target users who could benefit from it

22 Parts of a Design Pattern Selection criteria
This section provides a list of various criterion used for the selection of the specific pattern It usually highlights the user roles and types, their business goals and usage scenarios

23 Parts of a Design Pattern Required screen elements
This section provides a list of various elements from OBIEE required to create the recommended layouts This helps developers to identify the right screen elements to apply while using the pattern

24 Parts of a Design Pattern Example layout
This section contains sample layouts to illustrate the pattern definition and various ways to apply it

25 Parts of a Design Pattern Samples from OBIEE
In order to illustrate pattern definition better, samples screens generated from OBIEE tools are included in many patterns

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OBIEE 10g Guidelines

27 OBIEE 10g Guidelines The additional guidelines section in the website contains the links to BI dashboards design guidelines developed by OBIA strategy team These guidelines could be used in conjunction with the patterns Additionally, relevant guidelines from OBIEE help documentation are included to provide direct access to developers

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Potential Consumers of Design Patterns

29 Potential consumers AUBI Product and developments teams
OBIA Product and developments teams Industry pillars and GBUs Apps UL product teams and Industries pillars using OBIEE 10g for dashboards and embedded analytics Implementation consultants / partners Customers who want to develop customized BI Apps

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Value Add

31 Value add Patterns documented in word or pdf formats are difficult to consume There is no tool to help users identify the right pattern Difficult to share specific sections or entire patterns with other users Related patterns are difficult to trace and apply This pattern website overcome all these challenges and makes patterns consumption much easier Links and references to other similar resources provide a room for additional collaboration and further optimization of the patterns

32 Next Steps Extend BI design patterns as a single repository for all information on designing UI for BI Dashboards Discuss major strategic directions for BI patterns Customer facing design patterns Package design patterns as part of OBIEE 10g


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35 Team and Credentials Apps Unlimited User Experience
Madhuri Kolhatkar (Director Apps UL User Experience) Adesh Singh (Sr. Interaction Designer) Jayanth Ananthakrishnan (User Experience Manager) AUBI Product Strategy Greg Rippstein (Sr. Director – BI Product Strategy) Judy Krawec (Director – BI Product Strategy) OBIA Team Dan Workman (Sr. Manager – BI Tools User Experience) Fusion UX Team Jonathan Helfman (Principal Research Scientist)

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