Oracle Usable Apps | Applications User Experience Simplicity, mobility, extensibility
   
 
Customer Role: How User Experience Research Is Conducted
 
Navigation
The Navigation pattern group contains patterns for dashboard navigation, charts and graphs navigation, and record navigation.
   
   
 
The Chart and Graph Navigation pattern enables you to define the navigation directly from charts and graphs in the page regions on a dashboard. You can navigate to an external application, to graphs edit mode, to different tabs in the dashboard, and so on.
 
Required Screen Elements Return to Top
Component Type
Required Component
Subpage Tabs

The tabs enable users to create logical groupings of metrics and reports, based on domain, task, and workflow. Tab navigation is a standard way to navigate between these logical groups.

Navigation Links

Links enable users to access a new page or a section within the dashboard. The links can also be used to open external Web sites and documents.

Icons

Icons are used as a navigational aid within the dashboard. Icons can also be used to trigger actions defined in the dashboard.

Drop-down Lists

In certain scenarios, drop-down lists play a critical role in grouping a set of navigation links. Drop-down lists enable users to save screen areas and provide a logical grouping to the links.

Summary Return to Top
The information on each dashboard is usually represented though pre-configured reports using graphs, charts, and tabular data. At times, you cannot provide all of the related information in a single report, and the user will need to seek detailed information directly from the reports.

A typical report provides various ways to view detailed information:

  • Use drop-down lists to navigate between various views of the report
  • Click graphs and charts to drill into details and open the information in the same container
  • Click graphs and charts to open a new page with the detailed information
  • Click graphs and charts to jump to a different section in the dashboard
  • Click graphs and charts to open an external Web site or a Web application
 
Drop-Down Lists in Reports Return to Top

If a report supports multiple graphical views based on different parameters, you can use a drop-down list to switch between the views of the report. In the following example, the market summary data can be represented in dollars as well as price per unit. The drop-down list contains the various views of the same data set.

Figure 1: Using Drop-Down Lists to Change Views

If you plan to use drop-down lists to switch between the graphical views or a list of contextual actions, always provide a label for the drop-down list and give the label a name that explains the nature of the links. Here is an example:

Figure 2: Drop-Down List Labels for Switching Views and Listing Related Actions

 
Drill-to-Details Navigation Return to Top
Users often need to drill into graphs to find more information. Based on the nature of the data needed for a report, you can decide how drill-to-detail navigation works.

For example, if you are dealing with hierarchical data sets with multiple levels of hierarchy, you could enable the navigation to provide access to the various levels of the chart without navigating away from the overall dashboard view. Here is an example:

Figure 3: Drill-Down Navigation in a Report

Consider these points when using drill-to-detail navigation to show underlying information about a metric:

  • Use legends effectively to ensure that users can easily identify the drill-down level.
  • Ensure that users can easily understand if a graph or chart is configured for drill-down navigation. Provide this information either in a tooltip or include a one-sentence description, such as "Click the bar chart to view more details."
  • Provide a chart title, such as Price per Unit Data for New Eastern Region, for each level to describe the nature of data in the current view.
  • Use locator links to display the hierarchy level if you have many levels.

You could use the previous examples in scenarios where the data is not too complex and users need to see only the summarized view of the charts. However, you may have scenarios where users need to view the underlying data in a greater detail. In such cases, you should assign more screen areas to the graph and allow further drill-down actions in that view.

Here is an example of drill-down navigation in a report:

Figure 4: Drill-Down Navigation in a Report

 
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