Provide a simple way for users to create filters that apply to all their pages in their report.
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, Affinity Designer for interface designs and redlines. We ran some usability studies with those mockups.
One of the problems with multiple pages report before releasing this feature was that users were not able to transfer their selected filters on a specific page to other pages in their report. They had to create same filters on each page and select same filter each time they navigate through different pages.
This feature helped them to solve this issue by creating filters that are synced in entire pages of their report and each they select a filter in one page, it carries through all other pages without doing same action over and over again.
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Ideation and Brainstorming
We designed 3 different concept for this scenario and tested them with users. Here are details of each concept and results:
I. Global Slicer Switch in Property Pane
Problems With This Concept
- Creating a new group inside the group selection drop down was challenging and ended up adding more UX problems.
- Since any change that made on property is live, having an input box without save button changes the pattern in property pane.
- This concept might be good for one single group, but after adding more groups it gets complicated since there is no central UI to manage and view these groups.
- Property pane is not really visible and right now they have lots of problems with this pane’s design, adding more UX complexity won’t help them.
II. Advanced Slicer Management Pane
3. After saving group name, they see their report structure that shows the slicers they have in each of the pages of their report. By clicking on sync icon they can sync any slicer in any page with selected slicer (if they are compatible). They can control the visibility of slicers by clicking on eye icon
Problems With This Concept
- Group management layer in the pane seems complicated and confusing, it might be a good idea to start without grouping functionality to teach users how to use this feature first then we can introduce management capability.
- Icons for sync and visibility are not intuitive and not clear the what are the related actions.
- Showing slicers that are incompatible with user selected slicer in this pane would add to user confusion.
III. Final Design
For first release of this scenario, we use slicer sync pane without grouping functionality for simplicity. In future releases we will add grouping for more advanced controls