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Customer Role: How User Experience Research Is Conducted
 
Metric Details Page Layout
The Metric Details Page Layout pattern set helps developers and product managers define the layout of the metric details page based on user roles, usage patterns, and data needs. The pattern set helps them understand the advantages and disadvantages associated with displaying metrics, non-structured data, links, alerts, and prompts on the details page.
 
   
   
 
Use the Reviewing and Monitoring pattern when you must customize a metric details page or define default layouts for role- or domain-specific dashboards and business performance consoles. The Reviewing and Monitoring pattern also helps developers, product managers, and designers define the best page layout to accommodate key information for the metric details page of a BI application. Information on this page is used primarily for reviewing and monitoring key metrics and alerts.
 
Selection Criteria for This Pattern Return to Top
  1. A CXO-level user who needs to review the overall health of the organization and be aware of any red flags and key alerts.
  2. A middle manager (also an analyst) who reviews key metrics, analyzes problem areas, and acts accordingly.
Required Screen Elements Return to Top

The Reviewing and Monitoring pattern contains the following screen elements:

Component Type
Required Component
Header Region
The header region should contain:
  • Branding logo
  • Links to other dashboards
  • Log out link
  • Links to other Oracle Business Intelligence Enterprise Edition (OBIEE) applications, such as Answers, Reports, and so on
Subpage Tabs
Multiple tabs with at least one tab for summary view. The default name of this tab should be “Summary”. This should be the default selection on launch of the application.
Regions (Containers)
Use regions or containers to contain any structured and non-structured data. No information should appear outside of a region.
Navigation Links
The Summary Page tab has the navigation links in the top-right section.
Every region may have links that enable drill-down navigation or movement to other tabs.
Icons
Use global icons for quick actions. A tooltip is required for icon descriptions.
Use icons within the container with the tile description.
Data tables use icons for the status columns.
The Alerts and Prompts section uses status icons.
Drop- Down Lists
Use drop-down lists within the containers as filters or to switch between views.
Use a drop-down list in the header section to navigate to different applications within OBIEE.
 
Example Layout of a Metric Details Page Return to Top

The following layout accommodates the detailed view of a metric or KPI in order to perform tasks related to review and monitoring of metrics, performance indicators, system messages and alerts. The example below is good for representing metrics with bigger timelines and complex data on the horizontal axis.

Figure 1: Example Layout for Metric Page for Reviewing and Monitoring Tasks

Return to Top  
In some cases where users are required to see a chart view and tabular view of a KPI in a single view, the below layout could be used. The entire width of the screen could be used if the data is complex. In that case, the related action could be placed in a drop-down list above the charts.

Figure 2: Example Layout for Metric Page with Chart and Table View

Return to Top  
In cases where users are required to see a chart view and tabular view of a KPI in a single view, and the data is not very complex, the layout below could be used. In this example, the chart view and tabular view of the KPI could be placed sideways.

Figure 3: Example Layout for Metric Page with Chart and Table View Aligned Sideways


Key notifications and messages need to be visible up front in order to keep the user informed. The alerts and prompts section should be the first component in the metric details page. Ideally, this section should display key alerts, prompts and messages for all of the key metrics.

 
 
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