SAP: Financial Analytics (Mobile UX / UI Form & Behaviour)

SAP Mobile Analytics

Mobile Analytics Player R1.0

Functional specification and form & behavior document: To serve as specification for development team and as basis for composer functional requirements.

History Version

Date

Comment

Author

1.0

Feb 18 2011

High level form & behaviour

David King

2.0

March 10 2011

Revision: product management

PM Team

3.0

March 28 2011

Revision: ux team

David King

1 Monday, May 16, 2011

LEGAL DISCLAIMER The information in this document is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This document is not subject to any license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related document, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP's strategy and possible future developments, products and or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, and shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of this document. This limitation shall not apply in cases of intent or gross negligence.

All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

2 Monday, May 16, 2011

Functionality Covered in this document • Invoke the application • Player Environment (Portrait) • Known Omissions • Invoke the Application • Player Environment (Portrait) • Player Anatomy (home & influence model) • Home (Screen 1) • Scenarios pop-over (Screen 1) • EDITING FAVORITES IN POP-OVER • Influence Diagram Full View (Screen 2) • Node Interactions • Influence Model • Influence Model – Filtered Nodes • GOAL SEEK MODE • GOAL SEEK MODE with Keyboard.

• Influence Diagram – KPI Dashboard (minimized view) • Influence Diagram – KPI Dashboard Mode (full view) • SPLIT View (Screen 3) • Reorder Charts in Node View • Filter Charts in Node View • Player Anatomy (Full Chart view – All Elements) • Chart Nav Bar Anatomy • Chart View (What if “Drawer”) • “What-if” Logistics (Full Chart view) • Charts (Full View, What if Area collapsed) • Header Anatomy – 3 types • Header Controls: Actions • Workflow Functionality • Header Controls: Global Filters • Global Filters Functionality • Alerts • Alerts continued….

• Removing Alerts ….

• Landscape Screens

3 Monday, May 16, 2011

PORTRAIT

4 Monday, May 16, 2011

Invoke the Application

• The player application is launched by tapping on a standard icon that is stored in the user device.

• The icon design must “stand out” from all other icons in the screen.

ICON Mobile Analy1cs

• Clicking saves the state of the application at an arbitrary point in time and closes the application • Next time the user opens the application the session is restored and the user can continue working where he left off.

5 Monday, May 16, 2011

Player Environment (Portrait) BASICS • The player environment is composed of 4 basic screens. Each screen is responsible for rendering specific functionality and has built-in constraints to minimize complexity for the 1st product release. Complexity and more functionality will be added in future releases.

• Scenarios are executed by the player. The scenarios are created in a desktop based application “The Composer” and pushed to the player.

• There is no limit in the number of scenarios that can run on the player.

• Scenarios will vary by customer and by users • A user of a scenario must have the necessary approvals and credentials to be able to install, open and interact with a scenario.

• When a user exists the player, the latest state of the scenario must be saved. When a user restarts a session in the player, everything should be exactly the way it was in the latest session.

• The terms scenario, model, business system and influence diagram are synonyms and used interchangeably across the document • The terms nodes and measures are synonyms and used interchangeably across the document

Screen 1: Home

Screen 2: Influence Diag.View

Screen 3: Node View / Split View

Screen 4: Chart Full View

Scenarios

Charts Chart Filters

• A user must select one scenario from a list of multiple scenarios

Monday, May 16, 2011

• A scenario is composed by Nodes / Measures. The collection and cause & effect relationships of all Nodes / Measures represent a business system or scenario.

Chart What If

• A user can select and drill down in one specific Node / Measure at a time.

• Multiple charts are displayed to visualize a particular Node / Measure

• Charts can be visualized and manipulated in Full View

6

Player Anatomy (home & influence model) Navigation Buttons

HEADER: The player header bar is reserved for navigation, page title and controls.

Page Title

Controls

Mobile Page Analytics Title

The header bar is always available across the application.

CONTENT AREA

7 Monday, May 16, 2011

Home (Screen 1)

All Scenarios created by the business analysts in the composer will be available for this user in the application.

Influence Model actual snapshot to provide instant recognition of the model to be viewed. (See influence model for further explanation on what nodes will be displayed on snapshot) Scenarios

Name Selected Scenario

Tapping anywhere within the model enclosure will launch this Scenario.

Expected Behavior: SINGLE TAP, zooms the model to full screen view.

Tapping the Scenarios button shows a pop-over with a list of the scenarios that the user has been approved to access.

Measure Name

Measure Name

Measure Name

Send Feedback Action Will open the native player email functionality.

• The email of the business analyst and/or responsible publisher of the scenario should be pre-populated.

• Subject should be: Feedback + ( Name of the Scenario)

Add to Favorites: Adds the scenario to the Favorites list within the Scenarios pop-over.

This is a toggle button. When tapped, it turns to “Remove from Favorites”

Monday, May 16, 2011

Measure Name

Measure Name

Scenario Info Sheet Users can scroll up or down the scenario info sheet.

Measure Name Measure Name

Information that must be displayed: • • • • •

Add to Favorites

Send Feedback

Brief Scenario Description Industry: Line of Business: (Optional) Size: in megabytes Language: English

Delete Scenario

Delete Scenario: Deletes scenario.

Native device pop over should be displayed confirming the delete action.

8

Scenarios pop-over (Screen 1) Default View : displays ALL scenarios organized in alphabetical order.

Scenarios

All

Scenarios

Favorites

All

Search: allows user to search for a name of a particular scenario, or any keyword

Edit

Sort Toggle Icon: 2 options Alphabetical mode or Sort by last update

All Scenarios displayed must have: • Name of the Scenario • Latest Update: Month / Day / Year • Published by: Name of the company that published the scenario

When in Alphabetical mode, the iconography shows “sort by last update”.

ABCDEFGHIJKLMNOPQRSTUVWXYZ

Expected behavior: user can scroll down or up in the pop over

Favorites

When sorted by Last updated, the icon shows “Sort Alphabetical”.

9 Monday, May 16, 2011

EDITING FAVORITES IN POP-OVER Scenarios

Scenarios

All

Favorites

Cancel

Edit

TAPPING Edit takes you to the Editing Mode in Favorites.

Edit Favorites

Done

Tapping the list item deselects the favorite. Favorite icon fill is removed.

Tapping Done after de-selection commits the changes.

Tapping Cancel revokes any changes.

10 Monday, May 16, 2011

Influence Diagram Full View (Screen 2) INFLUENCE MODELS are comprised of one default node and multiple Primary and Secondary/ Satellite nodes.

The default node is to be placed to the left-most in the model and is established by the business analysts in the composer.

Primary nodes are all nodes directly impacting the default node.

When the model loads or in the home snap shot: • The default node and all of • the primary nodes are • always visible.

• SINGLE TAP on a Primary • node exposes the associated secondary/satellite nodes.

For further details on Influence model interactions, see next slides.

The Influence Model Area can be panned (moved left, right, top or down) and zoomed (in or out).

Panning is achieved by swiping anywhere on the content area.

Zooming is achieved by Pinching open/close.

Mobile Scenario Analytics Name

INFLUENCE

MODEL

AREA

Swiping in any direction will pan the entire model. If a node is double tapped (selected), you can still pan the model in split view and select any other node.

Secondary Node

2 2

Primary Node

Default Node

3 Secondary Node

Tapping this action sends the KPI dashboard into full view.

KPI Dashboard in minimized view shows selected measures/nodes that have been selected to become KPIS.

11 Monday, May 16, 2011

Node Interactions Interaction 1

Measure Name

Interaction 2

Value

Measure Name

Value

There are two types of node interactions:

1. Measures that have charts: Visual Property should be such that they indicate that they can be double tapped to go into Split View to see their relevant charts.

2. Measures that have no charts: are denoted with a specific color and property which should indicate that they cannot be tapped. Double tapping the ones without chart associations shake and provide feedback that there’s no charts associated with these nodes. Once they shake in place, an information message appears ( “No charts have been configured for this measure.”

12 Monday, May 16, 2011

Influence Model • • Price

•

Quantity Sold

•

Revenue $ 1,000,000

Fixed Costs

•

1

Costs $100,000

Margin 22%

• • Variable Costs

Default Node

NOTE: ZOOMING DOES NOT PERFORM THE SINGLE TAP GESTURE OF EXPOSING SATELLITE NODES.

Stock Price

• •

Primary Nodes

Monday, May 16, 2011

INFLUENCE MODELS are comprised of one default node and multiple Primary and Secondary/Satellite nodes. The default node is to be placed to the left-most in the model.

Primary nodes are all nodes directly related to the default node and are always visible in the model.

SINGLE TAP on a Primary node exposes the associated secondary/satellite nodes. Motion Graphics: The nodes are to appear and shift the other nodes so the model spreads to the right. See visual thesaurus for the expected motion graphics for nodes. Do not replicate the functionality from Visual Thesaurus, but just the motion graphics.

DOUBLE TAP on any node will invoke the split view for relevant nodes. Some nodes may not have chart associations – these nodes should be visually indicated (Visual Design TBD) and when double tapped, should shake in place to indicate friction to suggest inability of going into split view. In the Split view, the node that was double tapped is centered in the Influence model area (see split view slide). The doubletapped node in Split view should be highlighted.

SWIPE for PANNING: Influence models can be panned in all directions. When Panning in a direction reaches the end of the model, provide a bounce effect, like you see on the iPad home screen, when you reach the last page of icons and try to swipe further.

Node Values: Every Node that has a value or percentage, should show this information. E.g.: the Margin node, should show: Margin X%, where X is the assigned value for this node.

PINCH OPEN/CLOSE: Zooms the model. Zooming in stops when the nodes increase to 400% (TBD) of original size.

Zooming out stops at 25% of original size.

Secondary Nodes

ALERTS show on the nodes as a badge with the number of alerts.

FILTERED NODES: Global filters can be applied to the influence model. Once the filters have been applied, nodes that filters are applicable to show an indicator that they’ve been filtered (Viz. D TBD).

Influence Model – Filtered Nodes

Price

Quantity Sold Revenue $ 1,000,000

Applied Filters Regions: All

1

Costs $100,000

Margin 22%

Time: Q1 2009, Q1 2010 Product Categories: PC 1, PC 2, PC 3, PC 4

Variable Costs

Stock Price

Monday, May 16, 2011

•

Single Tap on the filter icon launches a pop-over which shows the applied filters to the measure.

Goal Seek Mode An icon/button in the header sends the influence model to GOAL SEEK mode. This icon/button is a toggle button, which allows the user to go back and forth between Goal seek and normal mode.

Cost

Revenue

$3,500,000

Margin

ALERTS are no longer visible in goal seek mode.

Constraints: • Goal seek applies only to nodes/measures with formulas (e.i. Margin).

• In goal seek mode the user can change values of any node, but only the nodes directly influencing this node will be affected (e.i. if margin is the objective node, the user sees changes only in values of Revenue & Costs) • When a user leaves the Goal Seek Mode, all values reset back to the latest state in the application.

Monday, May 16, 2011

In Goal Seek Mode, several things happen: • In GOAL SEEK mode, only those nodes (primary and /or secondary/ satellite) that have been indicated by the composer as GOAL SEEKable will be shown as “Dials” (see visual design specification). The nodes or “dials” increase to 150% in goal seek mode to allow for easier interaction with the dial functionality.

• Alerts disappear • The current actual values of the measure is shown across all of the objective nodes and dial nodes.

Expected Behavior: • The user must select an objective node. Tapping on an objective node locks it and converts it into the objective node.

• SINGLE TAP anywhere inside the circular frame changes the value to that position. You can also TAP, HOLD AND DRAG your finger on a control provided within the frame (Visual Design TBD) to incrementally modify the value. The value of the measure is also shown. This value changes instantly in response to modifications made on the node.

• SINGLE TAP on value next to the goal seek nodes, launches a keyboard, which allows you to enter a value for the measure.

• Non GOAL SEEK-able nodes appear dimmed or non interactive, but are still visible. Satellite/Secondary nodes that were opened before stay opened and visible.

• GLOBAL FILTERS if applied are respected.

Goal Seek Mode with Keyboard.

Measure  Name

Cost

Revenue

$3,500,000

Margin

Measure value can be entered using the Keyboard. Once entered, you tap Done to commit the new value to the Goal Seek Node. Value being modified should be visually indicated.

Measure  Name

Done

Monday, May 16, 2011

Influence Diagram: KPI Dashboard (minimized view)

Actual Value

2.54

Name of Measure / Node

Quick Ratio Target > 1.0

$6,5637,832

Costs Target < $5,839,829

Target Value of Measure

2 Measure Name

2 Measure Name

Quick Ratio

2.54 Target > 1.0

3

Forecast Accuracy Target = 90%

Dashboard Minimized View • Shows selected measures/nodes that are KPIS for the business.

• KPIs displayed can be actual values, %, or ratios • Nodes / Measures that will become KPIs are defined in the composer. As part of this definition, a business analyst must select a node, assign a target value and assign a symbol > , < , = , => or <= • Constraint: only nodes listed in the influence diagram can become a KPI. • The color of the actual value changes depending on the comparison of the target value with the actual value of the measure Expected behavior: • The dashboard in minimize view can be panned (moved left or right) • Tapping the maximize action opens up (slides up) the KPI Dashboard Mode in full view.

Measure Name

$6,5637,832

92%

Costs Target < $5,

17 Monday, May 16, 2011

Influence Diagram: KPI Dashboard Mode (full view)

Back

KPI

Mobile Scenario Analytics Name Past 12 Months Trend

Actual

Target

Variance to Target

Revenue

$13,344,92

>

$12,345,349

$7,372,758

Cost

$5,930,920

<

$ 7,907,862

$1,907,862

Margin

25.24%

=>

25.34%

0.1

Quick Ra1o

2.5

>

1.0

1.5

Sales Units

7,382,982

>

8,930,902

1,547,920

Lost Units

5,930,920

<=

6,207,862

276,882

Applied Filters Regions: All Time: Q1 2009, Q1 2010

KPI Dashboard Full View • Shows selected measures/nodes that are KPIS for the business.

• KPIs displayed can be actual values (units or $), %, or ratios • Nodes / Measures that will become KPIs are defined in the composer. As part of this definition, a business analyst must select a node, assign a target value and assign a symbol > , < , = , => or <= • Constraint: only nodes listed in the influence diagram can become a KPI. • The color in the variance column changes depending on the comparison of the target value with the actual value of the measure. Color ranges are defined in the composer.

• Global filters are respected and filtered KPIs need to be visually indicated (see Revenue and Cost).

Expected behavior: • Single Tapping the past 12 month trend chart, opens the corresponding chart in full view • Single tapping anywhere in the KPI row will take the user to the node split view of the selected KPI. So the user can see the corresponding charts and alerts of this KPI. • Single Tap anywhere in the KPI row launches a pop-over which shows the applied filters to the measure. Tapping the filter icon in the KPI dashboard also launches the same pop-over.

Note for Development: • The KPI dashboard mode is a mirror of the influence model – only visualized in a different way, therefore global filters will apply only to the KPIs that share at least a common dimension and that share the same level of granularity in the dimension hierarchy.

Product Categories: PC 1, PC 2, PC 3, PC 4

18 Monday, May 16, 2011

SPLIT View (Screen 3)

Home

Mobile Scenario Analytics Name

Influence Model Area

Measure 3 Name

Measure 2 Name

Double Tapping a Node • Centers the node above the charts area • The current value of the measure – influenced by the global filters is shown in filled state.

• The model zooms in 150%. The currently selected node is highlighted (Visual design TBD).

• The model is pan-able and zoom-able.

• Additionally, charts relevant to the double-tapped node are slide up from the bottom into view.

• Not all nodes have chart associations. The nodes that can’t be tapped will decided in the composer environment.

$ 1,100,000

$ 1,200,000

3 REVENUE

$ 1,500,000

Chart Title

The Charts area shows two charts in portrait view with the corresponding alert for each of the charts. If more are present, they are shown 2 at a time and the user can swipe (horizontally) the chart area surface to see the next set of two charts.

Measure 2 Name

2

Charts Area

The Influence Model area is still navigable. You can swipe the model around, zoom in/out as you could in the influence diagram full screen view. Note: even in zoomed out state the currently selected node remains selected. Double-Tapping another node, centers that node and Chart area changes to show charts applicable to that node.

1

5

5

4

4

3

3

2

2

1

1

The Charts area can be swiped (vertically downward) to slide it out of view. When it slides out of view, the selected node is centered to content area and the KPI dashboard in minimized view appears.

Double Tap the chart surface flips and maximizes it to full screen view Form & Behavior of each chart specified in separate document.

19 Monday, May 16, 2011

Reorder Charts in Node View Home

Mobile Scenario Analytics Name

Measure 3 Name

+ $ 1,100,000

-­‐ Cancel Measure 2 Name

$ 1,200,000

Reorder Charts

Done

Time

Product Category Measure 1 Name Region

Stores

Measure 2 Name

5

5

5

5

4

4

4

4

3

3

3

3

2

2

2

2

1

1

1

1

Tapping the “Reorder” icon shows the Reorder charts pop-over.

Tap and hold anywhere within the white list area. Move the held list item to the location within the order as desired. Tap Done to complete the re-ordering process. This is similar to Re-Ordering in the weather application on the iPhone.

Once you Reorder and tap Done, the Charts re-order with animation. Animation will be worked out during development.

20 Monday, May 16, 2011

Filter Charts in Node View Home

Mobile Scenario Analytics Name

Measure 3 Name

+ $ 1,100,000

-­‐ Cancel Measure 2 Name

$ 1,200,000

Filters

Done

Filter by All

Regions 1 Time Measure 1 Name

+

Product Categories $ 1,500,000 Dimension ABC Dimension DEF

All All

-­‐

All All

Measure 2 Name

5

5

5

5

4

4

4

4

3

3

3

3

2

2

2

2

1

1

1

1

Tapping the Filter icon shows the charts filters. The filters allow you to select dimensions to view the charts by. Selecting any dimension value(s) within one filter will limit the dimension values in the other filters as applicable.

Changes in chart filters apply to all of the charts within the node and don’t affect the global filters. When the user moves to a different node the chart filters reset. Global always filters remain, unless changed by the user. When a chart gets maximized (full view) the chart filters get carried over.

21 Monday, May 16, 2011

Player Anatomy (Full Chart view – All Elements)

Navigation

Page Title Mobile ChartAnalytics Name

Breadcrumb: Appears only when user double taps a chart element or uses the chart filtering to go deeper into the hierarchy of the chart data.

Chart Area: Shows the chart visualization.

Range Selector (if applicable) Table Area: Shows the table associated with the chart, when the table toggle button in the Chart Actions is tapped.

Scrolling Area: includes everything below the header and above the pages indicator.

Charts Nav Bar: Translucent overlay on charts content area. Allows users to switch between charts for the selected measure.

All

Americas

North America

Alerts and Actions

Chart Actions: 1. Reset: Allows users to reset the filtered chart data. Appears only after user semantically zooms or uses chart filters.

2. Time Series Browser (when applicable): Allows for time series browsing. For details, see chart interactions F+B. 3. Table Toggle: Toggle button to show/hide associated table.

4. Charts Selector (If applicable): Allows user to select alternative charts to view the data (not in scope for release # 1) 5. Chart Filters: Allows user to further filter the chart by selecting data elements within the chart.

Follow the same process as Global filters.

6. What if Toggle: What if Drawer appears from behind the Charts Nav Bar, when user taps the “what if?” toggle action. User can dismiss the drawer by either swiping down on the drawer surface or tapping on the what-if toggle icon. Drawer disappears completely. The Chart Nav Bar is available when the What if Area is open.

7. Chart Alerts Icon: Pop-over shows the list of alerts on this particular chart.

22 Monday, May 16, 2011

Chart Nav Bar Anatomy

Mobile ChartAnalytics Name All

Americas

North America

CHART CARD: Shows some identifying information about the Chart under touch. This card appears only when the user touches and holds a thumbnail in the CHART NAV BAR. When the finger is released, the CHART CARD fades away.

CARD THUMBNAILS show the available charts for the selected Measure. For V1, up to 4 charts are provided per measure and they appear in the Nav Bar. This is not a scrolling area.

CHART NAV BAR: shows all charts relevant to the selected measure from the Influence model. If only one chart is enabled for the measure â&#x20AC;&#x201C; DO NOT show the Chart Nav Bar. Moving Finger along the THUMBNAILS in the NAV BAR shows the appropriate mini CHART in the CHART CARD. Releasing the finger loads the chart in the CONTENT AREA.

Revenue by Time

Swiping vertically along the Content area scrolls the content below the CHART NAV BAR. The NAV BAR stays anchored to the bottom.

Is is critical that the CHART CARD load immediately without any delay to provide a rich and smooth CHARTING experience.

23 Monday, May 16, 2011

Chart View (What if “Drawer”) WHAT IF TOGGLE button ON • Alerts on chart level are TBD. Discussions are ongoing.

Changes will be made based on a formal change request to development.

• What if works like the Goal Seek Functionality and only applies to nodes/measures with formulas (e.i. Margin = Total Revenue – Costs / Total Revenue) • What if analysis apply only at the chart level in full view • What if changes in one chart, don’t affect any of the other charts within the selected node or outside the selected node.

• Moving back to a different node/measure in the influence diagram will reset all chart filters and previous what if analysis • All what if values for nodes are reset to their actual values whenever there is a filters change in the chart.

• To perform a What if the user must select a value in the chart. Once a different value is selected the what if controls reset

RevenueMobile

by Product Categories Analytics

Back

5

Chart Area

4

3

2

1

Value 2

Value 4

Value 6

Range Selector (if applicable) Value Price

Value QuanKty Sold

What-if “Drawer” – Appears when user taps the What if Toggle icon above. When tapped, the what if “drawer” slides up from the bottom, from behind the “charts nav bar”. Once the user is done with the what if analysis, it can be collapsed.

User still has access to the CHARTS NAV BAR when WHAT IF DRAWER is open.

24 Monday, May 16, 2011

“What-if” Logistics (Full Chart view)

•

Charts for measures (nodes) that are enabled in the Goal Seek Mode only, have What-if functionality.

–

•

•

Others do not have the functionality provided (no what-if icon in full chart view).

The controls you see in the “What-if” drawer are measures (nodes) that directly influence the measure (node) represented in the chart. E.g.: If you are seeing full chart view of Revenue vs. Product Category, the what-if controls are Price and Quantity Sold.

“What-if” is available only when one element in the chart is selected. This means the user must select a particular product in the chart.

25 Monday, May 16, 2011

Charts (Full View, What if Area collapsed)

Scenario Name

ChartAnalytics Name Mobile

5

WHAT IF TOGGLE button off.

Chart  Area

4

3

2

1

Value 2

Value 4

Value 6

26 Monday, May 16, 2011

Header Anatomy – 3 types

Home Controls Alerts

AcKons

Mobile Analytics

1. HOME

Alerts: displays all the AcKons alerts across all the Pop over with Direc1ve scenarios Ac1ons

In Scenario Controls Set at Goal Seek Default Mode Global view Filters

2. INFLUENCE MODEL & SPLIT VIEW Set at Default View icon: Allows user to set the screen to default view for that particular scenario. This is a toggle icon between screens – so if the user taps the icon on the next screen, the icon is un-toggled on the earlier screen.

Home Goal Seek Mode Toggle: allows a user to conduct a goal seek analysis in a selected node in the influence diagram.

Once in Goal Seek mode, allows user to return to normal mode.

Alerts

Scenario Name Global Filters: filters the entire influence model

Alerts: displays all the alerts across the influence model of the selected scenario.

Actions Pop over with Directive Actions

Set at Default Alerts view

3. CHARTS FULL VIEW

Scenario Name

AcKons

AcKons

Chart Name

27 Monday, May 16, 2011

Header Controls: Actions Alerts

Home

Mobile Analytics

AcKons

2

Actions Actions (in order) Directive Actions • Send email: activates the device email capability

Send E-mail

• Take Screenshot: Takes a screenshot of the current screen and stores it in the Photos app on iPad

Take Screenshot

• Make Face Time Call: activates the address book and the device call functionality (action appears on iPad 2)

Make Face time Call

• Send Feedback: Will open the native player email functionality • The email of the business analyst and/or responsible publisher of the scenario should be pre-populated • Subject should be: Feedback + ( Name of the Scenario)

Send Feedback

• Workflows: displays all the available workflows for a particular scenario. The number and type of workflows available are determined by the composer or other tool

Workflow 2

Workflow 1

ACTIONS POP OVER

Workflow 3 Workflow 4 Workflow 5

28 Monday, May 16, 2011

Workflow Functionality AcKons

Actions

Actions

Workflow 1

Send

Send E-mail Workflow 1 Workflow 2 Workflow 3 Workflow 4 Workflow 5

• Displays all the available workflows for the selected scenario. The number and type of workflows available are determined by the composer or other tool.

• A form with specific information for the selected workflow must be displayed.

• The content of the form is determined by the composer or other tool.

29 Monday, May 16, 2011

Header Controls: Global Filters When a user taps the icon GLOBAL FILTERS. A table with all the dimensions and dimension’s hierarchies must be displayed.

Changes in GLOBAL FILTERS affect all values across all measures/nodes in the selected influence diagram.

Home

Mobile Scenario Analytics Name

Measure 3 Name

Cancel

$ 1,100,000

-­‐ Done

Filters

Filter by Measure 2 Name

$ 1,200,000 Regions Time

Selecting any dimension value(s) within one filter will limit the dimension values in the other filters as applicable.

+

Global Filters

All

1

Alerts

AcKons

Product Categories 2 Measure 1 Dimension Name ABC $ 1,500,000 Dimension DEF

All

+All All

-­‐All

GLOBAL FILTERS are always saved even if the user exists the application.

Measure 2 Name

Note for development: Global filters will apply only to the nodes / measures that share at least a common dimension and that share the same level of granularity in the dimension hierarchy.

30 Monday, May 16, 2011

Global Filters Functionality Cancel

Filters

Done

Filter by

Filters

Regions

Regions

Americas

All

Canada

Regions

All

Europe

All

Chile

Time

All

Africa

All

Mexico

Product Categories

All

Asia

All

USA

Dimension ABC

All

XYZ

All

Dimension DEF

All

Venezuela

Tap to go deeper in the hierarchy

Tap to select/de-­‐select Select All

Americas

Clear All

Select All

Clear All

Tapping a dimension takes the user to the Dimension’s values. If hierarchical, you have the option to de-select that level of the hierarchy or go deeper (if possible) and de-select items in the last level of the hierarchy. Filters are applied only when the user taps done after the selection/de-selection process.

Cancel

Filters

Done

Filter by Regions

Filters

Americas Canada, Chile, Europe

Regions

Regions Canada, Chile

Americas

Canada

Europe

All

Chile

Time

All

Africa

All

Mexico

Product Categories

All

Asia

All

USA

Dimension ABC

All

XYZ

All

Venezuela

Dimension DEF

All

If some values have been de-selected, only the selected values are shown with the dimension. In the above example, Canada, Chile and Europe are selections for Regions, whereas the other dimensions are “All”.

Monday, May 16, 2011

Alerts Alerts 20

Alerts (20)

Alerts

Scenario Name… (8)

Scenario…

Measure Name…(3)

Edit

Scenario 1

10

>

Margin

4

>

East Region

4:17 PM

Scenario 2

8

>

Revenue

3

>

Coffee

Yesterday

Scenario 3

2

>

Quan1ty

1

>

Tea

• The Alert inbox aggregates all of the alerts across all of the scenarios.

• Scenarios in the alerts pop over are always ordered by time and date received. Newest to oldest.

• The user must tap the detail disclosure icon to visualize the alerts across the different nodes/measures for the selected scenario • This is the default view when the user is on the Home page.

• Alerts in the pop over are always ordered by time and date received.

Newest to oldest.

• This is the default view within a particular scenario.

• Tapping on the list element (e.i.

Revenue) takes you to the node view with all the chart associated with the node. Tapping the detail disclosure icon takes you one level deeper to show individual dimension alerts

Month/Day/ Year

• Alerts are displayed in the right dimension and at the right level in the dimension hierarchy. In this example there are 3 alerts that are revenue related. East Region, Coffee & Tea • Alerts are ordered by time and date received. Newest to oldest.

• Tapping on an alert takes the user to the full chart view (Screen 4: chart view in full view). In this example the user taps in the East Region alert and the chart with the East Region information must be displayed in full view.

• Represents that a particular alert hasn’t been viewed. Expected behavior similar to iPad email. Once an alert has been tapped/viewed – that alert is reduced from the no. of alerts for the node.

32 Monday, May 16, 2011

Alerts continued….

Alerts 8

Mobile Scenario Analytics Name All Alerts

Scenario Name

Revenue

4

>

Margin

2

>

Quan1ty

2

>

4 Margin

Adds up the total number of alarms in the influence model

ALERTS POP OVER

3 Costs

Revenue

• ALERTS can be visualized across all nodes / measures in the influence model • Alerts are predefined in the composer • Alerts in the influence model are for visualization purposes and are not touch sensible • Alerts per node in the Influence model are the roll up of all the unread alerts for a particular measure.

Note for development: For release # 1 alerts will not be organized by user and will accumulate until they no longer match the scope of the "Matching" rule defined in the composer by the business analyst.

This is how alerts expire.

33 Monday, May 16, 2011

Removing Alerts Alerts 8

Name of Scenario (8)

Alerts

Revenue (3)

Edit

Cancel

Edit Alerts

Done

Margin

4

>

East Region

4:17 PM

East Region

4:17 PM

Revenue

2

>

Coffee

Yesterday

Coffee

Yesterday

Quan1ty

2

>

Tea

Month/Day/ Year

Tea

Remove

Remove All • By tapping on Edit a user can remove alerts. Expected behavior similar to editing bookmarks in the iPad safari browser.

• When alerts are viewed or removed, the alert counter decreases in the pop over and in the influence diagram.

34 Monday, May 16, 2011

APPENDIX

35 Monday, May 16, 2011

LANDSCAPE

36 Monday, May 16, 2011

Home

Mobile Analytics Scenarios

Measure Name

Measure Name

Measure Name

Measure Name

Measure Name

Measure Name Measure Name

37 Monday, May 16, 2011

Influence Model with KPI dashboard

Mobile Analytics Scenario Name

1 Measure Name

1

2

Measure Name

Measure Name

Measure Name

Measure Name

38 Monday, May 16, 2011

Split View with Charts

Home

Mobile Scenario Analytics Name 2

Measure 3 Name 5 4 Measure 2 Name

$ 1,200,000

3

1 Measure 1 Name

2 1

5 4 Measure 2 Name

3 2 1

Influence Model Area

Charts Area

39 Monday, May 16, 2011

Charts (Full View, What-if collapsed)

Model

History

Mobile Analytics

5

Measure 1 Value

4

Measure 2 Value

3

Measure 3

2

Value

1

Dimension 2

Dimension 4

Dimension 6

Measure 4 Value

40 Monday, May 16, 2011

Charts (Full View, What-if collapsed)

Model

History

Mobile Analytics

5

4

3

2

1

Dimension 2

Dimension 4

Dimension 6

41 Monday, May 16, 2011