Best practices for displaying text statuses?

Sam shared this question 7 months ago
Answered

I'm creating a Yellowfin Story that has some reports with charts but I also need to display many values that are one of a set of fixed project statuses: "Not Started", "On Track", "Completed", etc. I'm looking for examples of this done well or best practices to follow. The values will be uploaded in a .csv that I control.

Does anyone have advice or examples to share, either related to storing and retrieving the data or how to display it in an attractive way, with color-coding for instance? There will be accompanying text for the metric associated the status, for instance "Establish a baseline measure of customer satisfaction" might go with "In Progress."

I'd love to hear from anyone who can provide examples or guidance!

Sam

Comments (5)

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Hi Sam,


Thanks for your question.


I might need a little more information to understand what you are trying to achieve here.


It sounds like the interactivity that you are after can be achieve by using Report canvasses, wherein you can combine multiple different visualisations within one canvas to display different types of Data.


With regard to the text based data, if you are looking for dynamic content, one way to achieve this is by using a Treemap chart type, and then changing the Chart series colour to transparent/white. Otherwise, you should be able to use text widgets if this does not need to be dynamic. At this stage, there is no native text based chart type.


Let me know if this is what you are after.


Kind regards,

Simon

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Thanks Simon, I'll try out that Treemap chart strategy. And I think the number of data points is small enough that I could update them manually, and use text widgets. So those are both helpful tips!

I attended a Yellowfin Master Design Class with Tony Prysten and enjoyed his tips on dashboard design. He showed some exemplars and how they work well. If anyone has an example of a dashboard or Story showing use of text values, or other qualitative data, in a way that looks good, I'd enjoy seeing them.

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Hi Sam,


I'll go ahead and create an idea post on your behalf, and formalise the Enhancement Request for a better text-based Chart option. You can find the public post here, where I will keep the Community updated on any progress by our Team.


In the meantime, another idea that I had was that you could use a third-party Javascript library, my favourite being D3JS. This requires some coding knowledge to implement, however, provides you limitless Charting flexibility.


Kind regards,

Simon

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Thanks for the additional idea and for submitting that enhancement request ticket!

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Hi Sam,


Not a problem, I'm glad I could help!


For the moment, I'm going to mark this question as answered. If you have any further questions on this, please feel free to respond here or on the idea post and I will get back to you shortly.


Kind regards,

Simon