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4.02-01 Back to front design
At the beginning of the design process, take the user stories and the UX Principles. Start with the end in mind Best Practices article: Designing Dashboards Questions on this topic? See 4.02-01 Back to front design in our Planual forum.
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4.02-02 Avoid horizontal scrolling
Try and avoid the screen scrolling horizontally. It is better to fix the grid and scroll within the grid Related to Rule: 4.02-03 Consider the screen size of the end users Questions on this topic? See 4.02-02 Avoid horizontal scrolling in our Planual forum.
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4.02-03 Consider the screen size of the end users
Don't build based on your screen size. Consider the smallest size that users will be viewing the dashboard and build to that size. You should change the screen resolution to double check how the dashboards will look for the end users Related to Rule: 4.02-02 Avoid horizontal scrolling Questions on this topic? See 4.02-03…
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4.02-04 Add Page Selectors rather than module selectors
Use separate page selectors rather than module page selectors, especially if the dimensions are repeated in multiple dashboard elements Related to Rule: 4.02-05 Turn off module page selectors Questions on this topic? See 4.02-04 Add Page Selectors rather than module selectors in our Planual forum.
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4.02-05 Turn off module page selectors
Show the page selector is appropriate but try and drive the selection from a general page selector Related to Rule: 4.02-04 Add Page Selectors rather than module selectors Questions on this topic? See 4.02-05 Turn off module page selectors in our Planual forum.
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4.02-06 Deep Level hierarchies
Create a separate dashboard with selection modules to keep the main dashboards clean. This also allows for more efficiency navigation up and down the hierarchy tree Questions on this topic? See 4.02-06 Deep Level hierarchies in our Planual forum.
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4.02-07 Avoid buttons for Navigation
Use the contents page for navigation rather than clutter the dashboards with buttons Exceptions: 4.02-07a Iterative processes: When the user needs to toggle back and forth between dashboards, it is acceptable to have navigation buttons (old UX) Questions on this topic? See 4.02-07 Avoid buttons for Navigation in our…
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4.02-08 Avoid Refresh buttons
Educate the users to use the Refresh option in the toolbar rather than action "refresh" buttons to open dashboards Questions on this topic? See 4.02-08 Avoid Refresh buttons in our Planual forum.
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4.02-09 Publish charts with full filters initially
If the chart has a filtered axis, set the filter such that all items are shown, then publish the chart. Then set the filter criteria back as desired; the chart will then respect the filter Questions on this topic? See 4.02-09 Publish charts with full filters initially in our Planual forum.
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4.02-10 Turn off the Module name
Use dashboard text to describe the grid, rather than display technical module names Related to Rule: 2.01-01 Naming Convention Exception: 4.02-10a Space Saving: If screen space is at a premium, heading text can take up more space than desired, but do consider the overall user experience and don't clutter up the dashboard…