Art- RIA(Flex) Dashboard Wireframes
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Transcript of Art- RIA(Flex) Dashboard Wireframes
Data visualization options
CONFIDENTIAL1
Initial : High level design
CONFIDENTIAL2
Tabular vs Visual Format
CONFIDENTIAL3
CONFIDENTIAL4
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
CONFIDENTIAL5
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
CONFIDENTIAL6
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
CONFIDENTIAL7
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
CONFIDENTIAL8
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
CONFIDENTIAL9
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,
CONFIDENTIAL10
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
CONFIDENTIAL11
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
CONFIDENTIAL12
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
CONFIDENTIAL13
Stock Client
Use case 2: Entry Point
BOABank of America
Will provide the complete name below
User Option - View by Client
Submit
CONFIDENTIAL14
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
CONFIDENTIAL15
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
CONFIDENTIAL16
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
CONFIDENTIAL17
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
CONFIDENTIAL18
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
CONFIDENTIAL19
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.