Art- RIA(Flex) Dashboard Wireframes

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Data visualization options CONFIDENTIAL 1

description

 

Transcript of Art- RIA(Flex) Dashboard Wireframes

Page 1: Art- RIA(Flex) Dashboard Wireframes

Data visualization options

CONFIDENTIAL1

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Initial : High level design

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Tabular vs Visual Format

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Macro Level screen options – Screen

KbayKanbay Software

Stock Client

Section for display for real time view of data

Section for display for Historic view of data

Removed branding to allow maximum use of screen space

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Stock Client

Use case 1: Entry Point

KbayKanbay Software

Will provide auto-suggest so that users will be able to complete the task faster

Will provide the complete name below

Can have a submit button or on enter

User Option - View by Stock

Submit

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Use case 1(a): By Stock - Real time - Open/ Execute

Open Executed

Buy

Sell

23,000

20,000

2,000

3,000

Tabular format for displaying Open/ executed stock

Visual format for displaying Total flow of stock – option 1

Open -Buy volume

Executed -Buy volume

Open -Sell volume

Executed -Sell volume

Buy

23,000

Sell

20,000

3,000

2,000Changed to keep buy-sell together

Hue differentiation to show open -executed volume

Total volume – open = 43 k

Total volume – executed = 10 k

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Use case 1(a): By Stock - Real time - Open/ Execute

Open Executed

Buy

Sell

23,000

20,000

7,000

3,000

Tabular format for displaying Open/ executed stock

Visual format for displaying Total flow of stock- option 2

Buy volume-Open

Buy volume-Executed

Sell volume-Open

Sell volume-Executed

Buy

23,000

Sell

20,000

3,000

7,000Hue differentiation to show open -executed volume

Buy sell kept side by side for easier comparison

Total volume – open = 43 k

Total volume – executed = 10 k

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Use case 1(a): By Stock - Real time – Sector Comparison

Stock Performance Sector Performance

Buy

Sell

23,000

20,000

50,000

40,000

Tabular format for displaying Sector Comparison

Visual format for displaying Sector Comparison

Parent Sector Volume

Buy volume

Sell volume

Financial

MorganBuy-sell volumes kept together & comparison with total sector volume shown.

Total sector volume is dotted bar graph

Buy

23,000

Sell

20,000

90,000Total volume – Morgan= 43 k

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Use case 1(a): By Stock - Real time – Client Activity for a stock

Buy Sell

Client A

Client B

250

200

Tabular format for displaying Client Activity

400 1000

300 2000

Total Holding

Visual format for displaying Client Activity

Client C

Client B

Client A

100 200 300 400 500

Buy

Sell

100 500

300

200

250

400

Should the stock holdings currently held by the client appear here on rollover

Data grid for my clients activity for a particular stock

Buttons to change view stack from data grid to graph & vice versa,

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Use case 1(b): By Stock - Historic – Total Volume

Visual format for Total volume

30 days3 months 6 monthly

Tabular format for displaying Total Volume

Name changed from aggregate volume to total - volume

1 yr

Buy

Sell

20,000

23,000

Buy

Sell

20,000

12,000

Buy

10,000

33,000

Buy volume

Sell volume

14, sep 2006 14, oct 2006 13, Nov 2006

43 k

32 k

43 k

Dates shown here

Slider divisions corrected

Total volume shown by break-up of buy-sell

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Use case 1(b): By Stock - Historic – Sector Comparison

Tabular format for displaying Sector Comparison

Visual format for displaying Sector Comparison

30 days3 months 6 monthly 1 yr

14, sep 2006 14, oct 2006 13, Nov 2006

Total Sector Volume

Buy volume

Sell volumeFinancial

Morgan

10,000

20,000

90,000

Buy

23,000

Sell

20,000

120,000

15,000

Sell

30,000

90,000

Morgan’s buy-sell volume and comparison to Financial sector total volume

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Client C

Client B

Client A

100 200 300 400 500

Buy

Sell

100 500

300

200

250

400

Visual format for displaying Client Activity

Client C

Client B

Client A

100 200 300 400 500

Buy

Sell

100 500

300

200

250

400

Visual format for displaying Client Activity

Use case 1(b): By Stock - Historic – Client Activity for a stock

Tabular format for displaying Client Activity

30 days3 months 6 monthly 1 yr

Buy

Sell

20,000

23,000

Buy

Sell

20,000

12,000

Buy

10,000

33,000

14, sep 2006 14, oct 2006 13, Nov 2006

43 k

32 k

43 k

Buy volume

Sell volume

Total client activity for a stock

User can drill down total client activity to get individual client buy-sell for that stock

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Stock Client

Use case 2: Entry Point

BOABank of America

Will provide the complete name below

User Option - View by Client

Submit

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Use case 2(a): By Client - Real time - Open/ Execute

Buy

Stock 1

Stock 2

1,000

2,000

Visual format for displaying Open/ executed stocks by client

Drill down shows buy-sell volumes of individual stocks held by the client

Prioritization can be based on importance, most recent, or volume or other attributes

Open -Buy volume

Executed -Buy volume

Open -Sell volume

Executed -Sell volume

Buy

23,000

Sell

20,000

3,000

2,000

Total volume – open = 43 k

Total volume – executed = 5 k

Total Buy-volume of all stocks held by the client.

The green hue differentiation shows buy-volumes for open order / buy –volume for executed orders

3000

4000

Sell

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Use case 2(a): By Client - Real time – Sector Comparison

IT Sector

Stock 1

Stock 1

23,000

20,000

Visual format for displaying Sector Comparison

50,000

10,000

29,000

35,000

IT Finance Consumer

User is able to view the composition of stocks with dollar volume on drill down

No changes done as this slide was approved

Dollar volume instead of stock volume

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Use case 2(a): By Client - Real time – Regional Breakdown of Flow

Visual format for displaying Regional breakdown of flow

Asia Americas Europe

Region wise break-up of Total dollar volumes held by my clients

Others

Drilled down to get client wise break up in a region

3000 10000

5000 13000

2000 17000

10000 50000

Asia America Europe Others

Stock 1

Stock 2

Stock 3

Total

10,000

3,000

7,000

Buy volume

Sell volumeHue differentiation to show creak-up into buys-sells

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Use case 2(b): By Client - Historic – Sector Comparison

Visual format for displaying Sector Comparison

70,000

10,000

29,000

35,000

IT Finance Consumer

50,000

10,000

29,000

35,000

IT Finance Consumer

50,000

10,000

29,000

35,000

IT Finance

30 days3 months 6 monthly 1 yr

14, sep 2006 14, Oct 2006 13, Nov 2006

Buy volume

Sell volume

3,000

7,000

Comparison of client’s stocks with their parent sectors

The hue differentiation used to show buy-sell break-up

Parent sector dollar-volume

Inter-Sector comparison

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Use case 2(b): By Client – Historic – Top stocks traded

Visual format for displaying Top Stocks traded

Dollar volume instead of stock volume

30 days3 months 6 monthly 1 yr

Stock 1

Stock 2

Stock 3

Stock 4

Stock 5

10000

29000

Top traded stocks displayed using horizontal bar-graphs

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Use case 2(b): By Client - Historic – Regional Breakdown

Visual format for displaying Regional breakdown

30 days3 months 6 monthly 1 yr

Asia Americas Europe

10,000

3,000

7,000

Others Asia Americas Europe

10,000

7,000

3,000

Others

Buys

Sells

Hue differentiation to break-up total into buy-sell.