Archive for July, 2009

Elegance in reporting

Monday, July 20th, 2009

A web developer friend of mine, was giving me her feedback on Apsona and she used the words, ” I liked the elegant report mechanism in Apsona”.  For some reason I have always associated elegance with a dress or a setting not in an application. When I think of Apsona’s reporting,  it was always associated with the words: powerful, instantaneous, viualization, business intelligence and so on. So lets look at Apsona’s reporting  with hopefully a  touch of elegance.

Apsona can host tables and link tables with fields called reference fields. So for a business that uses spread sheets for their data management, and  have to run regular reports, Apsona can be very handy. Basically import data for the tables which have no dependencies first and then import data for the tables which  are dependant and link the tables with reference fields  and run reports of them.

The  report building process is also very simple. To create a report, click  on reports found under each table heading. Once in the reports page click on New and the report wizard opens. There are two tabs, the layout tab and the filter terms tab.  Give the report a name and click the ‘Add column’ in the layout tab. All the fields of the table drop down. If you scroll down the list of fields, you will see all the fields of the related tables as well. Click on the fields you want for the report. Once the fields are selected, with the drag and drop capability you can rearrange fields around. You can also choose to edit field names  just for the report. Click on filter terms to add any filter criteria for the report and then click Save &  run button. The report renders instantly. The data is now seen in a tabular format. So a report created with fields from multi tables, an array  of different data types and filter criteria can be built in seconds. Apsona has calculated field which can give counts, sum, totals and average. Complex formulae can be applied to the report using javascript. Mathematical elegance!

The newly created  report  can now be visualized  in  different ways. You can choose to see data in a calendar view, a  matrix, a bar chart or even groups.

calendarview

So for example, let’s say you want to see all your opportunties closing by dates in a particular month, the calendar view is perfect for such data. All you have to do is click on visualize and select the calendar view. Select a date field value and a label field value. Click month grid or vertically stacked if you prefer to see your data vertically stacked . Once you click OK  the data can be visualized so differently.  Similarly, if you want to see a report of all your clients grouped by the different  insurance plans  you offer,  choose the Grouping option for the visualization.

Reportgp

Call it visual design or elegance crunching data suddenly seems so much fun. Try it out and let me know your views.

Till next time, Adios!

A breather from documentation

Sunday, July 12th, 2009

Apsona’s version 1 is just being launched. At our weekly team meeting, we realise that Apsona’s documentation needs to be updated. So I take up this task, thinking  it is an easy one, version 1 after all, right?  One week has passed and I am working heads down documenting  Apsona’s features.  I am far from done. Version 1 sure is loaded already. As I plow through all the features, I marvel at the application’s many facets. I decided to take a break from my documentation and share some of my thoughts.

My first impression is that Apsona has a super easy-to-use user interface (UI).  The UI is clean, no flashy colors and no over-the-top usage of icons. (I just think some apps have so many icons in the name of  ‘eye candy’ that it actually confuses the user.)  At present there are three different views for data records:  list, tabular and calendar view. Switching between views is simple as all appear one below the other under the table’s heading.

The list view is a two pane design.  A left pane which can have 2 or 3 fields columns and a right pane which shows all the fields in a data record, basically all the details to a record. Sections can be added in the right pane through an edit layout drag-and-drop feature. Thereby, you can make a section for the different phone numbers, a section for addresses and so on. Editing of data is done inline, right there. No page refreshes when you edit and save  data  and no losing context. Should you navigate from one table to another, the former table remembers the record you were working with–it stays highlighted. For someone forgetful like me,  it is a great feature to have.

The tabular view has a totally different look  and feel from the list view. It has data records with about 8 fields columns. You can choose to change the layout of the fields. Click on columns found on the top right of the page. A  box opens right there with the available fields in the left and the selected fields on the right. If you want to see a field simply drag it from the available fields box and drop it to the selected fields box. Click apply and you have your new field or fields in view. Apsona’s technology of JavaScript and Ajax on the front end makes for a great user experience and shows up in such areas. Again editing of data is done inline, just as in the list view. The color of the rows containing data records alternate between white and a pleasant blue. Very easy on the eye.

tabular

The calendar view was another new experience which I find extremely innovative. Click on a date field  and choose a month and year of a table and you see records which are related to the selected month. So you can see for example, all invoices to be sent for a particular month by date. Amazing!

I can go on and on but I will stop at the different views in Apsona’s version 1 and I better get back to my documentation before I lose context. :)

Try out Apsona and I hope you enjoy the user experience as much as I did. Till next time, Adios!