The functions of the infrastructure module (Core) include the ability to remotely access desktops, as well as data channels within the Apps portal.

1 Introduction

We define "channel" as "direct and rapid access to analytical information or details contained in our ERP, which users want agile views of without having to navigate through standard menus".


2 Channels

The system allows us to use different formats for data presentation in each of the defined channels. As explained below, the system offers a wide range of representations, tabular information, traditional graphing, mapping, pie charts, or heatmaps.


2.1 Channel Types


2.1.1 List Type

Data in tabular format. Presentation can be configured for all data as a whole; in other words, a chart or map containing all data is created.


Data can be filtered by columns in the list. Alphanumeric text must be entered as a filter in the text input fields found in the column headers.

Hierarchies are easily displayed, grouping data under the same header. Each distinct group constitutes a level of data grouping.

The bar chart tracks a group, or series, of data in a horizontal orientation. The values of the dimension (y-axis) will appear to the left of each bar. Titles are expanded by pressing on them; in addition, pressing on any bar reveals the data values in that bar's place.

All information associated with a row can be seen in vertical mode, simply by tapping on the first column key.


2.1.2 Superlist Type

Information visualization and queries can take various forms, e.g. as a tabular data set, using a robust library of graphs and charts. For each row of a table, data can be shown grouped together in columns.


2.1.3 Catalist Type

Intended to show hierarchical information, this type is similar to Superlist.



  • Drill Down

Drill Down capabilities allow users to access a more specific vision of data from a bigger-picture view. For example, a report which shows sales revenue by state allows the user to select a specific state. This will reveal sales revenue by county or city within that state. This feature allows users to go more in depth, into more granular layers of data for analysis.

Drill Down

  • Graphing Library

Our robust library includes line charts, bar charts, area charts, circular (pie) charts, multiple series, and data tables.

Graphing Library

  • Details

Users can explore all data associated with a row in vertical mode, which optimizes the use of their mobile device screen.

Information can also be viewed in other types of charts. An example of a circular (pie) chart is below:

  • Legend

Micro-Chart legends help quickly identify the colors assigned to values.


2.1.4 Pie Charts

Pie charts are divided into sections in order to show the percentage of the total which a category represents. They may be found in a variety of contexts:

Pie Chart

2.1.5 Treemaps

TreeMap is used to represent a large, hierarchical collection of quantitative data.



· Treemap:

· Combine Measures:

· Color Key:

· Details/Information:


2.1.6 Heat Charts

Heat charts show maps with measure values indicated by color, as seen below:


2.1.7 Trends

Trend Analyzer charts provide an end-user interface for monitoring, "zooming", and performing in-depth analysis of measures (sales, profits, etc.). Sequential data points are measured over time, typically spaced at uniform intervals such as Days, Months, or Quarters.

Time Axis: Measures along the time axis can be increased dynamically, in growing time intervals. For example, if measures are currently done daily, they can be grouped into weekly or monthly measurements.

Data is aggregated based on the nature of the measurement. For example, to aggregate daily sales, the average exchange rate over time may be calculated. This is performed through a series of buttons located in the top-left corner of the chart. The application will show the available time intervals, which will vary according to the precision of the Time column. When a button is changed, the system recalculates the matrix and redraws the chart with its new time intervals. The available time intervals are:

  • Minute, Hour, Day
  • Hour, Day, Week
  • Day, Week, Month

Periodic Personalized Alerts: By default, our Trend Analyzer will show a list of all measures grouped by categories. Each measure used by the analyzer has three values associated with it:

  • The latest available value
  • Absolute change
  • Change as a percentage of the first value
The analyzer comes with the option to configure which point in time is used as the latest value. To visually indicate change, the analyzer takes advantage of color-coded indicators to show "positive" or "negative" changes in values. Tooltip colors can be personalized according to the nature of each measure. For example, as revenue increases the view would display a green tooltip, while increasing expenses display in red.

Tooltip Labels: A simple touch in the graphing area shows a tooltip with information related to that point in time. By default, the tooltip shows the time and the value associated with that time. The analytical power of time series data is enhanced when associated with an event that happened in the displayed time range. For instance, it could be useful to associate the evolution of beer sales with certain sports events, while a natural disaster could explain a sudden drop in a nation’s GDP. With the trend analyzer, an arbitrary number of events can be displayed at each point in time.

Time Point Comparison: The trend analyzer allows multi-touch comparison of two values. By touching the screen at two different points, a marker is shown indicating their times and the change between them (absolute or percentage). Marker colors easily display trends between time points, using color changes to indicate whether the trend has been positive or negative. Green indicates positive change and red negative, simplifying the interpretation of performance markers.

Vinculación de datos externos: Sometimes, data associated with a point may require further analysis. For example, in a monthly sales trends graph, it could be useful to see the sales of a specific month broken down by item family. The trend analyzer allows users to open an external report/object/process linked to the data being displayed at the time point where the tooltip is placed.

Comparing Series: Trend charts can display continuous data over time, set against a common scale, and are therefore ideal for showing data trends spaced at equal intervals. With the trend analyzer, several series can be displayed simultaneously in the same chart. When a scale is added, the axes are recalculated to accommodate the new data. Combining multiple data sources into a single chart enhances data analysis and the comparison of multiple performance markers. When the Compare option is selected, a multiple-choice pop-up list appears with all series available for comparison. For every new series added, a legend is shown at the top-right corner of the chart.

Panning and Zooming: This component’s powerful panning and zooming capabilities allow users to change the scale of the area being viewed in order to customize the level of detail and browse through different ranges of time. A range selector bar placed under the time axis is used to pan and zoom. The selector bar consists of a static background which displays the entire data set, as well as two draggable bars which can be moved along the time axis. Every time a bar setting moves, the graph is modified to display only the data range contained within the bars, scaled to fit the graphing area.

Trendlines: Trendlines can help you make sense of your sales and improve your planning through better sales forecasting. Choosing the most appropriate trendline for your data is essential. Checking the R-squared value can help you choose a suitable trendline, and also helps understand which types of trendlines best fit different scenarios.


2.1.8 Maps

The Map presentation mode is another option to visualize data in layers. Map channels allow queries with N columns with geometric data native to the database, or with textual data in WKT format. For each geometry, the system will create a layer of data. If the type is POLYGON, LINESTRING, MULTIPOLYGON o MULTILINESTRING the system will draw the geometries as polygons or colored lines. If the system receives POINT-type geometries, they will be visualized with customizable markers.

Polygonal areas, colored according to a specific field value:

Circles associated with areas:

Geometries with personalized icons:

"Heat" concentrations based on data:


2.2 Channel Modes

Channels can be shown in two modes:

  • Horizontal: Data is shown in tabular format, meaning that all query rows are shown simultaneously. If the first column is pressed, records will be shown in vertical form.
  • Vertical: Only one query record is shown at once. A paginator is used to switch between records. Data corresponds to just one record in the query, and is shown in a table with two columns (the first is the field's label, the second is the field's value).

Channel Modes

3 Add and Create Channels

From their mobile devices, users can access and use channels whose parameters have been set by the central system. Any modification, or creation of new channels, is possible from the central system.

  • For more information on how to add channels to desktops, please see the User Guide's section on Portal Configuration.
  • For more information on channel programming, please see the Portal Channels Programming Guide.