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Kinetic Info Creation and Use

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This training class will go over what Kinetic Info is, how to perform administrative tasks, and how to modify/create/remove Dashboards, Charts, and Datasets.

Agenda

  1. Introduction
    1. Who I, who you.
      1. Attended Info presentations?
      2. Current job role?
      3. Previous reporting experience?
      4. Previous programming experience?
      5. Previous Kinetic Request experience?
      6. Flights?
    2. What we'll cover & How
  2. Kinetic Info Introduction
    1. The problem Kinetic Info solves.
    2. Quick Info browse around
      1. Trends & aggregates, not specifics.
      2. Snapshots, not 'live instance data'.
      3. Templates, not 'build report from scratch'
      4. Social Interactions
      5. Group Activity
    3. High-level Architecture Diagram
  3. Terminology
    1. Info System
    2. Dashboard
    3. Chart
    4. Datasets
    5. Generators
  4. Info Systems
    1. Relationship to dashboards
    2. Create Info System
    3. Quick Activity
  5. Dashboards
    1. Relationship to Info Systems
    2. Nesting dashboards
    3. Quick Activity
  6. Charts
    1. Summary & Full charts
    2. Chart Types
    3. Relationship to datasets
    4. Expression Language - Ruby
    5. Filtering
    6. Grouping
    7. Aggregation
  7. Datasets
    1. Terminology Refresher
    2. Activity
  8. Generators Review
    1. Terminology Refresher
    2. Strategy
    3. Activity

Kinetic Info Introduction

The problems Kinetic Info solves

  • Amount of time spent writing reports
  • Amount of time spent making a dashboard
  • Repeated questions and answers about a report
  • Different views of a report.
     

Browse Around - Events & Snapshots

 

Browse Around - Templates

 

Browse Around - Social

 

Group Activity

What are some examples you would and would not use Kinetic Info for with Kinetic Request?
 

Would use Kinetic Info for Would not use Kinetic Info for
   
   
   
   
   

Group Activity

What are some examples you would use Kinetic Info for outside of Kinetic Request?
 

 
 
 
 
 
 

 

High-Level Architecture

kinetic_info_architecture_small.JPG
 

Marketing Video

Terminology  

Info System

An info system is a container of dashboards. It is the introduction point to all of the dashboards and charts.

Dashboard

Associated to an info system, or another dashboard. Dashboards make up the navigation menu and can be nested within one another.

Chart

Well....they're charts. They're made up of chart types (bar chart, and line chart, and pie chart, and many more, oh my) that have grouping, filtering, and aggregation options. They're associated to a single dashboard and data for them are only available through a dataset.

Dataset

References and exposes data in an event store to make available to use on charts. One dataset can be used by many different charts. A custom dataset can be made for a single chart as well.

Generator

Program that polls specific data from a source (database, program API, files, etc) on a configured interval. The polled data is uploaded to an event store available to the Kinetic Info server.
 

Info Systems & Dashboards

Activities  

  1. Discuss your ideal info systems & dashboard layouts

     
  2. Recreate the ACME Service Center Info System & Dashboards

    Go to the Admin Panel (upper right corner), then go to 'Dashboards'.
     

Charts

Summary & Full charts

  • Difference between summary & full
     

Chart Types

  • Percentage Table
  • Summary Bar
  • Summary Bar (Split)
  • Summary Bar (Stacked)
  • Summary Column
  • Summary Column (Split)
  • Summary Column (Stacked)
  • Summary Dot
  • Summary Dot (Change)
  • Summary Dot (Percentage)
  • Summary Pie
  • Trending Area
  • Trending Area (Grouped)
  • Trending Column
  • Trending Column (Grouped)
  • Trending Line
  • Trending Line (Grouped)
     

Expression Language

For filtering, grouping, and aggregation options Kinetic Info uses the Ruby language. 

http://www.tutorialspoint.com/ruby/ruby_operators.htm

 

Activity

Recreate the Total Requests chart in your newly created dashboard.

 

Relationship to Datasets

 

Filtering - Activities

  • No filter - just to see. You'll almost always want a filter though.
  • Recreate the existing reports in your new Info System.
  • By values in a single dataset field (Catalog or Activity)
  • By values with multiple dataset fields (Catalog and Activity)
  • By some values and not others.
  • Only where a particular question was answered
  • Class real-world suggestions

Grouping - Activities

  • No grouping
  • Grouping by Status
  • Grouping by Submitter
  • Grouping by Region (hypothetical)
  • Class real-world suggestions

Aggregation - Activities

  • Just by count
  • By mean - resolution time: {{Closed Time}} - {{Submitted Time}}
  • By mean - resolution time: ({{Closed Time}} - {{Submitted Time}}) / 60
  • Class real-world suggestions



 

Datasets

Terminology Refresher

 

Activity - Create new datasets

 

Note: How datasets are created today and how they're created when Kinetic Info is released will change quite a bit.

 


 

Generators Review