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Dashboard for the contest announced on http://www.perceptualedge.com/blog/?p=1308
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README.md

Overview

This is my submission for the 2012 Dashboard Competition organized by Perceptual Edge. You can view the rules, and the winners at the Visual Business Intelligence blog.

Check out the live dashboard - I will try to update it every time I change something of significance. As my primary motivation for participating was to learn, I am planning to keep implementing the mocked up features described in the original submission (see /src/mockups ).

I have decided not to change the concept, even though I am tempted to borrow some of the good ideas of the winning entry ;-)

Competition Entry Submission

    This document aims to describe the design and rationale behind the
    dashboard and can not serve as user manual. The current dashboard
    design should be treated as finished prototype, ready to be shown to
    client, but pending tweeks based on initial feedback and not yet
    ready for a wide rollout.

    The dashboard consists of the following elements:

dashboard overview

    1. Students table

        The table at the top part of the dashboard has a row for each 
        student


    1.1. Sorting

        The table is sorted by decreasing difference between desired and current
        grade, illustrated by bullet graph in the 'Objective' column. This means
        that the students that are furthest away from their target grade would
        always be at the top of the list. This criteria can be tweaked based on
        teacher's input to take into account the assignment scores, remaining
        assignments, assignment weight, etc.

        The sorting can not be changed, which limits the exploration capabilities
        of the dashboard, but allows the teachers to internalize spatial patterns
        and percieve anomalies. I.e. "long-bar in the attendance column near to
        the top of the table" - a sign that a performance, likely caused by
        skipping classes.


    1.2. Student name and Badges column

        The name of the student is in the first column, serving as implicit label
        for the rest of the data in the row. After each name there may be some
        icons (we call them 'badges'), indicating specific circumstances about the
        said student. The expectation is that by using the dashboard every day, a
        teacher would quickly learn what each badge means. Hovering over the badge
        pops a tooltip with explanation and details.

        Here is a list of the badges employed in the current screenshot:

        | ICON        | TOOLTIP                         
        ------------------------------------------------
        | bull-horn   | Special education status        
        | globe       | English language not proficient 
        | bell        |  late assignments              

        The color of a badge may be used as secondary indicator (i.e. for
        severity). For the 'bell' icon, the color depends on how many assignments
        have been late - red for >50%, gray for >20%, light gray for >0

        Badges are supposed to be unobtrusive 'by the way' indicators that would
        draw the teacher's attention to the relevant details. They are placed
        immediately after the student name, and do not have a dedicated column, as
        we expect teachers will rarely search for a badge, but will only use it to
        provide context to a name.


    1.3. Standardized Math Assessment Test column

        The heading of Standardized Math Assignment column is abreviated to 'SMA',
        as a teacher is likely to know what that means (if there is another acronym
        in common use by American teachers we should use that). Hovering over the
        column label pops a tooltip with full description 'Standardized Math
        Assignment over the years'

        Each row conists of the latest score and a sparkline dot plot, of the SMA
        results over the last 5 years. The dot corresponding to the depicted number
        is closest to the number and is different color. 3 gray lines form placed
        at 25%, 50% and 75% form a 'staff' (similar to musical notation) , allowing
        the teacher to judge in qhich quartile a dot is.

        Hovering over the cell (text or graph) displays a tooltip with the values
        for the past years (the current year's score is already on the screen):

          'Past years scores: 9th grade 50%, 8th grade 45%, 7th grade 56%, 6th
          grade 56%'

      
    1.4. Objectve column

        The objective column summarizes the current grade, the student's desired
        grade and last year's grade in a bullet chart. The bar of the bulet indicates
        the current grade, the track indicates the target and the notch indicates
        last year's grade.

        All data is easy to asses visually, except the difference between current and
        desired grade, which may be an important indicator (that is the reason we are
        using it for sorting the table).

        Hovering over the graph displays a tooltip with the actual values:

           'Current: C, Goal: C, Last year: F'


    1.5. Assignments column

        The visualization is the same as the one used in the SMA column, with the
        addition of an indicator for late assignments (blue number in parens after
        the sparkline). The late indicator is colored blue (same as other non-score
        data), while the test scores are black.

        Hovering over the graph displays a tooltip with the actual values:

           'Assignment scores: 66%, 71%, 73%, 70%, 79%'

        or

           'Assignment scores: 66%, 71%, 73%, 70%, 79% (1 returned late)'


    1.6. Disciplinary column

        Stacked horizontal bar chart, with fixed center, allowing comparison between
        both the number of detentions and referals (detentions are darker, extending
        to the left; referrals are lighter, on the right). The total length of both
        bars shows the sum of all disciplinary incidents. The previous year
        detentions/referals are displayed as ticks, facilitating comparison.


        Hovering over the graph displays a tooltip with the human readable
        description:

           '1 detention and 2 referrals'  (if no referrals last year)

        or

           '1 referral (last year 1 detention and 1 referral)'  (if disciplined last
           year)

        If not disciplined this year, last year's offences are not displayed to
        reduce the clutter.


    1.7. Attendance column

        Same structure as the disciplinary chart, but without the last year markers.
        The total length of the bar tells us the total number of days when a student
        has not been on time. The left-side outline gives us the no-show stats, the
        right side the tardy stats.

        The tooltip text when you hover over a bar is:

           'Absences: Jul 13, Jul 17, Sept 9'

        or

           'Tardy: Jun 12, Jul: 31'


    2. Peer group statistics

        Below the students chart is the peer group statistics, showing
        distribution of grades among student populations of all classes
        of the current teacher, the whole school and the whole district.
        The median in each population is marked with blue tick.

        This chart is of limited usefulness by itself, but provides
        context when interacting with the dashboard.

        As the traffic-light color scheme is a bit distracting, I also
        experimented with monochrome version and it works better in some
        situations (see all PNG's suffixed with '-alt-). Further
        usability testing of interaction scenarios is required to decide
        in which situations color / monochrome works better and devise a
        strategy for switching between them without creating unwanted
        transitions.

Overview - monochrome  
Mouse over row - monochrome

    3. Last class presence

        At the bottom of the dashboard is the last class presence
        information, this is a quick reminder for the teacher before
        they start the class.


    4. Interaction

        Mousing over a row would highlight the row and place markers of
        where that student would be in all three peer groups:
        
dashboard mouseover row

        Mousing over a quantitive column would color code the values in
        the column in three 33-percentile groups.

        For example, in '3-dashboard-column.png', the teacher has
        hovered over the 'Assignments' heading and the students are
        highlighted as bottom, middle and top third.
        
dashboard mouseover column

        It would work the same way for the SMA column, 'Objectives'
        would color based on target score, 'Disciplinary' and
        'Attendance' would color based on total number of offences.

        Mousing over the peer-group graph, would show a marker and would
        color the SMA values above and below the threshold.
        
dashboard mouseover threshold

    5. Responsive design

        The refinements below would allow the dashboard to be displayed
        on a smartphone, tablet and PC with the best possible dataset
        and minimum scrolling.

        If the view is too short and does not fit the whole student
        table, together with the peer group stats, the peer stats
        section stays docked (fixed) at the bottom of the window, while
        vertical scrolling scrolls the student list. When the end
        student list is fully displayed, on further scroll down, we
        display the 'last class presence' section.

        If the view is too narrow, we try to shrink the width
        Disciplinary, Attendance and Objective graphs. 
        
        If the view width is below a certain threshold, we would replace 
        the Disciplinary/Attendance graphs, with two simple numbers 
        (ignoring historical data).
        
        If the view width is below a second threshold, we would replace 
        the bullet chart with simplified textual description of current 
        and desired grades (i.e. 'A->C', meaning that student has A, but
        they set their goal to C).


    6. Further options to consider

        - Rich tooltips - instead of textual summary, the tooltips may
          in contain tables and simple graphs to allow faster reading.

        - The sorting criteria should be further tweaked to reflect 
          teacher's expectations. 

        - Reassess the usefulness of the current badges. Once 
          familiarized with the concept, talk with teachers about what
          notable indicators they may find useful for performance
          evaluation.

        - If the application supports user profiles, teachers should 
          be able to:

              - change the quoefficients of the formula calculating the 
            'index' used for sorting.  

              - choose which badges they want or don't want to see

              - customize thresholds for color-coded badges


        - As I could not find information whether referals cause 
          detentions, or they are unrelated incidents, I assumed the
          latter.

          If it was the former, I would use a 'bottle graph' - a stacked
          chart with detentions at the base (left) and  non-detention-
          referals stacked on top of it with a narrower bar (same
          color).

          The last year referals would be indicated by a dot on the
          central axis.  Overall looking like this (text not part of
          the graph):

                           |
            +--------------+-----------+
            | This year: 2 det, 4 ref  +-----------------+
            | Last year: 1 det, 1 ref            O       |
            |                          +-----------------+
            +--------------+-----------+ 
                           |   

                                       |   
            +--------------+           |
            | TY: 1D, 3R   +-----------+---------+
            | LY, 2D, 2R               O         |  
            |              +-----------+---------+
            +--------------+           |
                                       |   

                                                 |   
            +--------------+                     |
            | TY: 1D, 1R   |                     |
            | LY: 3D, 4R   |                     |     O  
            |              |                     |
            +--------------+                     |
                                                 |   

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