Design around a review question

Choose a small number of tasks: identify a missing visit, inspect a laboratory trajectory, or reconcile an unexplained count. Start with the question and the action the reviewer can take. A wall of charts rarely substitutes for clear population definitions and a useful route back to the underlying records.

Make the denominator visible

Display the population, filters, data-cut date and missing-value treatment alongside the result. If filters change the denominator, update its label as well as the number. Make exported tables carry the same context so an image copied into a meeting deck does not lose its meaning.

Separate derivations from the interface

Keep analytical functions testable outside the Shiny session. Use modules where they simplify a repeated interface and make dependencies explicit. Test the calculation with synthetic edge cases, then test the complete user journey. A reactive expression running without an error is not evidence that its statistical interpretation is correct.

Treat access and operations as part of the product

Authentication at the hosting layer and authorisation within the data access path need an explicit design. Do not assume hiding a button prevents a download. Plan for slow queries, concurrent sessions, safe error messages and a recoverable deployment. Data exports deserve the same access review as the on-screen display.

Define what done means

Agree acceptance criteria before development: key totals reconcile, filter states are reproducible, authorised users see the right data, and a new maintainer can run the application. A short operating guide and a tested rollback can be more valuable than another decorative chart.

Sources & further reading

Sources checked 20 September 2026. Implementation commentary reflects a practical review perspective; source material may change.

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