Visualisation Phase Checklist

Seeing is believing

This checklist covers tasks your should perform, or options you should consider, AFTER you have optimised your data set, defined reference-able data subsets i.e. Named Queries, added Formula fields that calculate useful values and alert conditions, and defined useful Aggregation settings (including aggregation functions by field/column), but BEFORE you decide the optimal combinations of views that best suit the requirements of the file.

Omniscope offers a large and growing number of views, each of which is highly configurable. In the Visualisation phase, you test each View on its own tab, seeking the best configuration(s) of each view for the data set and the requirements of your intended audience. You may create more than one variant of each view. Views determined to be of limited value to the audience can be hidden.  

The default opening settings for each view will be defined, and the paning and field selection drop-down menus edited so that only useful options are presented to the end user in each view.

Visualisation Checklist:

In this phase, the focus is on making best use of the various views for visualisation and navigation. 

4-00

4-01 Table View: In addtion to the 'Data Set' tab you have been working on, create a new tab called 'Table View' which will be used to experiment with the presentational aspects of the Table View using Grouping and the various settings for the overall Summary Row.

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-02 Chart View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-03 Pie View: Define multiple pies with different combinations of Value and Split-by settings...experiment with horizontal and vertical paning, save best/most useful  visualisations on tab called Pie Views or similar.

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-04 Bar View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-05 Graph View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-06 Tile View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-07 Pivot View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-08 Network View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-09 Portal View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-10 Map View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes
4-11 Venn View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-12 Dial View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-13 Content View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-14 Web View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-15 Details View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

4-16 DataPlayer View:

Commit changes to the tab using the drop down at right of tab, or from Main Toolbar:Tab > Commit changes

Commit all changes Main Toolbar: Tab > Commit changes for all  and File > Save (Ctrl+S) the file, preserving the link to the source data if required.

At the end of this phase, you should have a tab for each view you plan to use, with one or more variations of the view on each tab, perhaps some displaying subsets of the data defined by Named Queries, and others displaying aggregated data and functions as defined in the Aggregation settings in the view(s).