Global View Feature Documentation
Overview
The Global View feature has been implemented on the CoolR Playbook to enhance usability and provide a consistent user experience across all screens. This feature introduces common filters and grouping options that are essential and beneficial for customers. The Global View feature allows users to view multiple tenants together after login and provides common components and filters on each customer-related screen. This ensures a seamless and efficient workflow for users, enabling them to access and analyze data more effectively.
Feature Details
| Feature | Description |
|---|
| Filters with Multi-select | All filter options support multi-select functionality, allowing users to select multiple values within each filter category for a more flexible and granular search. |
| Tenant | Users can select multiple tenants to view data across different clients. |
| Market | Users can filter data by multiple markets to focus on specific regions. |
| Channel | Users can select multiple channels to analyze data across different sales or distribution channels. |
| Classification | Users can filter data by multiple classifications to categorize information effectively. |
| Key Account | Users can select multiple key accounts to focus on specific high-priority accounts. |
| Group By Options | Users can group data based on the following criteria, allowing for better organization and analysis of information: Tenant, Market, Channel, Classification, Distributor, Key Account. |
Workflow
Tenant Selection
- Tenant data is fetched from the Client table.
- Upon selecting a tenant (with multi-select supported), other dropdowns (Market, Channel, Classification, Distributor) will load dynamically based on the cascade logic. This ensures that the filters are contextually relevant to the selected tenant(s).
Filter Panel Behavior
| Feature | Description |
|---|
| Filter Option Location | Available at the top-right corner of every screen. |
| Filter Panel Type | Opens a vertical bar upon clicking. |
| Multi-select Dropdowns | Available for the following filters: Tenant, Market, Channel, Classification, Key Account. |
| Group By Options | Users can group data by Tenant, Market, Channel, Classification, Distributor, Key Account. |
| Reset Button | Clears all selected filters and group-by options. |
| Apply Button | Applies the selected filters and group-by settings, updating the data view accordingly. |
Screens with Global View Feature
| Screen | Description |
|---|
| Outlet Page | View and manage outlet-related data with global filters and grouping options. |
| Business Performance Page | Analyze business performance metrics across multiple tenants, markets, and channels. |
| Installation | Track installation data with the ability to filter and group by various criteria. |
| In-Field Status | Monitor in-field statuses with global filters for better visibility. |
| Replenishment | Manage replenishment data with multi-select filters and grouping options. |
| User Login | View user login data across multiple tenants and markets. |
| Device Tracking | Track devices with global filters for enhanced monitoring. |
| Master Data | Manage master data with the ability to filter and group by tenant, market, and other criteria. |
| Asset Performance Report | Analyze asset performance with global filters and grouping options. |
| Battery Performance Report | Monitor battery performance across multiple tenants and markets. |
Benefits of the Global View Feature
| Benefit | Description |
|---|
| Enhanced Usability | The multi-select filters and grouping options make it easier for users to refine their data views and focus on specific areas of interest. |
| Consistent User Experience | The Global View feature ensures that all screens have a consistent set of filters and grouping options, reducing the learning curve for users. |
| Improved Data Analysis | Users can analyze data more effectively by grouping it based on various criteria, such as tenant, market, or channel. |
| Flexibility | The multi-select functionality allows users to combine multiple filters for a more granular search, providing greater flexibility in data analysis. |
Technical Implementation
| Component | Description |
|---|
| Tenant Data | Fetched from the Client table. |
| Cascade Logic | When a tenant is selected, other dropdowns (Market, Channel, Classification, Distributor) are populated dynamically based on the selected tenant(s). This ensures that the filters are always relevant to the user's selection. |
| Filter Panel Design | The filter panel is designed as a vertical bar that opens from the top-right corner of the screen. |
| Dropdowns | Includes multi-select dropdowns for filters and group-by options. |
| Reset Button | Placed at the bottom of the panel to clear selected filters and group-by settings. |
| Apply Button | Located at the bottom of the panel to apply selected filters and update the data view accordingly. |
Future Enhancements
- Customizable Filters: Allow users to save and customize their filter preferences for quicker access.
- Advanced Grouping Options: Introduce more advanced grouping options, such as grouping by date ranges or custom categories.
- Integration with Analytics: Integrate the Global View feature with advanced analytics tools for deeper insights.
Conclusion
The Global View feature is a significant enhancement to the CoolR Playbook, providing users with a consistent and flexible way to view and analyze data across multiple screens. By introducing multi-select filters and grouping options, this feature ensures that users can tailor their data views to meet their specific needs, leading to improved usability and more effective data analysis.