I was responsive to design an easy way for users to create a link between different pages in their report by selecting a specific data point and get more data about that.
I was user experience designer in this project, worked with many people in different teams of development, project managers, researches and content writers.
Tools & Deliverables
I used pen and paper for rapid ideation, Axure for interactive wireframes, Affinity Designer for interface designs and redlines. We ran some usability studies with Axure wireframes.
Showing lots of details in one page of BI report is usually not a good idea, to provide a better experience for report viewers, users have to create multiple pages of different visuals in their reports. This can solve some problems of telling a story about data but it is much more useful if users be able to have some kind of connection between these pages to tell a continuous story.
For example imagine a report with page of visuals about total sale of products, if user wants to get into detail sales of each specific product they need to create another page in their report to show details about that. Without having a proper connection they cant transfer the selected product to details page. They have manually do this every time they want to show details of a specific product.
This scenario helps them to create this connection in an easy way, just by selecting a product in their page then can easily get more details about that specific products with two mouse clicks.
You can learn more about this feature by clicking here.
One Of The Top Requests From Power BI Community
We started by running multiple user research on a prototype that I created with Axure to understand:
- Do users find entry points for creating a drill through?
- Can they create a successful drill through action for our sample report or not?
- Do they start from source page to create this action or from target page?
- Do they understand the drillthrough modal box clearly?
You can see a sample process of creating a drillthrough in this prototype demo:
What We Learned
- All participants expected to set up a new drill through from the source page (none expected to set it up from the target page).
- Most users discovered the ability to create a drill through by opening the ellipsis menu or right-clicking on the visual.
- Most participants understood how to launch a drill through from a single column within a visual.
- When participants start creating a drill through from a particular column, show that column name in the dialog box automatically.
Exploring Other Concepts
For next round of designs we tested 4 other concepts with users which you can see screenshots here:
What We Learned
- Participants said drill through with on/off toggle is unnecessary.
- Participants disliked drill through with separate Filter and Drill through tabs because it made it hard to see what drill through has been applied
- Participants found drill through with checkbox confusing, and they had trouble locating entry point.
- Participants preferred the drillthrough bucket in filters pane. They said that it was easy to know how to get started here (i.e., by dragging a field into the bucket).