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UI/UX: Display of KPI and summary metrics

fac586Aug 6 2023 — edited Aug 6 2023

APEX 19.2 (although features from newer releases will be useful for future reference)

We are currently working on the reporting module of an application to improve performance and provide a more consistent user experience. One aspect of this involves changing the display of key performance indicators (KPIs) and summary information from Standard classic reports currently shown at various page positions to Badge List reports at the top of each page. On one page this is complicated by the need to display summary information for multiple periods, which does not lend itself to the use of a Badge List.

The requirements are:

  • Display 8 metrics for 1 to 4 reporting periods.
  • Metrics for each period must be displayed in single row.
  • Period values are expected to be displayed in the format Month YYYY, but could be abbreviated.
  • Metrics are identified by a 2 character alphanumeric code and must be displayed in a fixed, non-alphabetic order.
  • Metric values are integers in the range 0 to 5,000,000 (but typically between 0 and 500,000) and cannot be approximated/abbreviated to 2.4K or 1.73M etc.
  • It is desirable to associate each metric with a clearly distinct colour, with these colours being used consistently for chart series in other regions on the page.

Here is what has been tried so far, with associated problems:

  • 1 / Classic Report + Standard template
    • This is what is currently being used. It is felt that it lacks visual impact, and now does not match the rest of the app which show prominent coloured Badge List regions at the top of each page.
    • Lacks colour coordination with chart series.
  • 2 / Classic Report + Standard region/report template options
    • Removing the region body padding and outer report borders makes things less fussy and gives it bit more impact. Could customise to increase the text size to further help with this.
    • Lacks colour coordination with chart series.
  • 3 / Classic Report + Badge List template + 1 row only
    • This is what we now have on other pages. Don't want to utilise multiple Badge List regions for space reasons and the additional complexity involved in including the period information.
    • Doesn't work with multiple periods.
    • Doesn't support display of period information.
    • Lacks controllable colour coordination with chart series.
  • 4 / Classic Report + Badge List template
    • Illustrates exactly how things fall apart when the Badge List template is used with multiple rows.
  • 5 / Classic Report + Media List template
    • This is probably closest to what we are looking for.
    • Doesn't work with multiple periods.
    • Doesn't support display of period information.
    • Doesn't support use of initials instead of icons to display metric codes.
  • 6 / Classic Report + Cards template
    • Close to what we are looking for.
    • Doesn't work with multiple periods.
    • Doesn't support display of period information.
    • Codes are probably displayed on the wrong side of the cards.

The aim is to achieve this using built-in, declarative features with minimum customisation—we could use a custom report template, but this isn't likely to be widely reusable.

Anything we've missed? Any bright ideas?

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Added on Aug 6 2023
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